We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |
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The Transcript retweeted
$META CEO on Muse:
"....we have more than 10 million people in the US and Canada who have set it up. But I think one of the biggest constraints so far is that, because this is a compute-intensive service to run, we have not launched it globally yet"
$META Meta Announces New Class C Common Stock
— Introduces publicly listed, non-voting Class C shares effective January 19, 2027.
— Shareholders to receive one Class C share per Class A or B share, effectively a 2-for-1 stock split.
— New shares intended to fund AI investments, acquisitions & employee compensation.
— Structure preserves Zuckerberg's control and existing shareholder voting rights.
— Class C shares expected to list on Nasdaq.
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The Transcript retweeted
$META Meta CFO: Q3 CapEx reached $34.9B, contributing to negative $2.1B FCF
"Capital expenditures, including principal payments on financed leases, were $34.9 billion, driven by investments in servers, data centers, and network infrastructure. Free cash flow was negative $2.1 billion. We ended the quarter with $82.4 billion in cash and marketable securities and $83.7 billion in debt."
The Transcript retweeted
Lam Research: "...record revenue, profit, and earnings per share in the September quarter.."
$LRCX: -5% AH
The Transcript retweeted
Texas Instruments CEO: "Revenue increased 11% sequentially and 28% from the same quarter a year ago with continued broad growth in industrial, automotive and data center"
$TXN: -0.2% AH
The Transcript retweeted
$META Meta Announces New Class C Common Stock
— Introduces publicly listed, non-voting Class C shares effective January 19, 2027.
— Shareholders to receive one Class C share per Class A or B share, effectively a 2-for-1 stock split.
— New shares intended to fund AI investments, acquisitions & employee compensation.
— Structure preserves Zuckerberg's control and existing shareholder voting rights.
— Class C shares expected to list on Nasdaq.
The Transcript retweeted
Tesla CEO: "In Q3, we maintained strong momentum on many projects spanning Super Intelligence (SI), robotics and renewable energy ...Strength in our core business also continued, and we achieved our second consecutive quarter of TTM revenue in excess of $100B"
$TSLA: +1.4%AH
The Transcript retweeted
Knight-Swift Transportation CEO: "Industry capacity remains under pressure, and sourcing quality drivers is as challenging as it has been in years."
$KNX: +1.3% AH
The Transcript retweeted
Kinder Morgan CEO: "This quarter we increased our expansion project backlog to $14.4B, including the largest natural gas project backlog in company history at $13.2B"
$KMI: +3% AH
The Transcript retweeted
IBM CEO: "Demand across our portfolio combined with strong operational execution led to accelerated growth and solid operating pre-tax margin expansion in the quarter"
$IBM: +6% AH
The Transcript retweeted
$META CFO: "At a segment level, we now expect Reality Labs losses to decline compared to 2025 to a range of $18-19 billion"
The Transcript retweeted
$META CFO: "We anticipate 2026 capital expenditures, including principal payments on finance leases, to be in the range of $135-145 billion, narrowed from our prior outlook of $130-145 billion."
The Transcript retweeted
$META CFO: "..the benefits our AI investments are delivering to the core business, combined with emerging opportunities from model advances and product launches, position us to sustain strong overall revenue growth throughout 2027."
The Transcript retweeted
Meta CEO: "Our investments are paying off, the core business is strong, and we're seeing velocity across the board."
$META: +3.4% AH
The Transcript retweeted
$AMAT Applied Materials CEO: "Agentic AI consumes about 2x to 4x more wafers than a generative AI pod.”
$AMAT Applied Materials CEO: “The fastest-growing wafer fab equipment segments in the industry, driven by AI, are leading-edge foundry logic, DRAM and advanced packaging. And in all of those areas, Applied is #1 and positioned to outperform.”
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The Transcript retweeted
$AMAT Applied Materials CEO: “The fastest-growing wafer fab equipment segments in the industry, driven by AI, are leading-edge foundry logic, DRAM and advanced packaging. And in all of those areas, Applied is #1 and positioned to outperform.”
$AMAT Applied Materials CEO: "Agentic AI consumes about 2x to 4x more wafers than a generative AI pod.”
Enjoyed this?
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AT&T CEO: "Our asset base positions us well for the AI era, with a leading position in fiber – the best technology available"
$T: -6% PM
