We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |
Joined October 2017
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The Transcript retweeted
$META CEO: "Threads has now overtaken X in monthly actives and continues to grow quickly. "
Who is using Threads?
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$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"
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$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."
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Lam Research: "...record revenue, profit, and earnings per share in the September quarter.."
$LRCX: -5% AH
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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"
$TXN: -0.2% AH
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$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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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
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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
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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
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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"
$IBM: +6% AH
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$META CFO: "At a segment level, we now expect Reality Labs losses to decline compared to 2025 to a range of $18-19 billion"
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$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 $130-145 billion."
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$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."
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Meta CEO: "Our investments are paying off, the core business is strong, and we're seeing velocity across the board."
$META: +3.4% AH
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Thanks for having me on Alex - great conversation!
New: I spoke with @sundarpichai about Google's commitment to the AI frontier, how close we are to RSI, balancing DeepMind's compute needs vs. Google Cloud profits, and much, much more.
Full Big Technology Podcast episode here -->
Chapters:
0:00 Introduction
1:14 Google’s Frontier AI Strategy
3:47 Do Frontier Models Really Matter?
6:35 The Future of AI Agents
7:39 Recursive Self-Improvement
12:58 World Models and the Path to AGI
14:56 Google’s Compute Dilemma and AI Infrastructure
19:36 Is AI Overbuilt?
23:35 The Future of the AI Interface
31:42 Google’s Answer to Muse and Dots
35:03 Apple, Space Data Centers, and AI Coding
41:42 Optimism and AI’s Future
The Transcript retweeted
$TSM TSMC CEO: "The gap between demand and supply are still quite big, and that is why we put all our strengths to increase the capacity, as I just mentioned. Whether it is bigger or if the gap become bigger or the gap become narrow, we are working very hard. I cannot answer this question right now because my customer continue to increase their demand."