The Transcript
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We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |
Potrebbero piacerti
Happy new month! Earnings this week include Salesforce, Dollar General and Dollar Tree:
$INTC VP: Intel to de-emphasize low-end PC market due to wafer constraints. “We're going to de-emphasize the low end of the PC market... we're really going to focus on trying to optimize for revenue and profit share in the PC market.”
$WMT Chief Growth Officer: Walmart’s OpenAI partnership ensures early learning in agentic commerce “We want to be where our customers are… If the customer is finding real value here and starts to use these tools at scale, you have a decision to make… We see a lot of advantages…
$NFLX Co-CEO: "We achieved record share of TV time in Q3 in both the U.S. and the U.K. We recorded our best ad sales quarter ever. We are now on track to more than double ad revenue this year"
$MU Micro CFO last month: "“Our debt has gone down from what was approaching $16 billion — has gone down below $12 billion at this point… We expect to be net cash here in the near term.”"
$NFLX $WBD —Netflix will acquire Warner Bros. for an enterprise value of $82.7B and equity value of $72.0B, paying WBD shareholders $27.75 per share in cash and stock. —Deal closes after WBD spins off Discovery Global in Q3 26, separating its global networks from streaming and…
Dollar General CFO: " Same-store sales increased 2.5% during the quarter, driven by customer traffic. The average basket size essentially was flat. Within the basket, an increase in average unit retail price per item was offset by fewer items on average."
Cloudflare CFO: $100M+ deals now a reality and pipeline building. “We announced our first north of $100 million deal at the beginning of the year… There are deals in the pipeline. They will not come every quarter, but there are deals.”
$DG Dollar General CEO: "Within the basket, an increase in average unit retail price per item was offset by fewer items on average. This traffic and basket composition is consistent with what we have historically observed when our core customer feels more pressured on their…
SentinelOne CEO: "We continue to demonstrate a strong combination of top-tier growth and margin improvement. Our Q3 performance underscores the growing demand for our AI-native security platform that combines data, intelligence, and defense" $S: -7.5% AH
$ULTA CEO: "As we look ahead to the all-important holiday season, we know many consumers’ wallets are pressured and they are seeking value"
Ulta Beauty CEO: "...Our third quarter results exceeded our expectations...strong sales results, market share gains, and growth across all categories and channels, with notable strength in ecommerce" $ULTA: +5% AH
Ulta Beauty CEO: "...Our third quarter results exceeded our expectations...strong sales results, market share gains, and growth across all categories and channels, with notable strength in ecommerce" $ULTA: +5% AH
$TGT Target CFO: "Shrink improvements will account for approximately 80 to 90 basis points of gross margin rate favorability for the full year. This would bring it fully back down to pre-pandemic levels, marking a dramatic turnaround over the last two years.”"
Dollar General CEO: "...another quarter of strong financial results...highlighted by EPS growth of 44%, strong operating margin performance & balanced sales growth, including market share gains across both consumable & non-consumable categories" $DG: +9% today
Snowflake CFO on the disappointing Q4 guide "...on the 4Q guidance. All I would say is that 4Q is a little tricky in the sense that you're giving the 4Q guidance and the annual guidance at the same time. And so don't read too much into that" $SNOW: -8% AH
$CRM CEO: ""We are raising fiscal year 2026 revenue guidance to $41.45 billion to $41.55 billion, and Q3 cRPO was exceptional, up 11% year-over-year at $29.4 billion, signaling a powerful pipeline of future revenue,"
Salesforce FY26 & Q3 Growth & Agentforce >3.2 Trillion Tokens! Salesforce Growth: FY26 $41.55B (Guidance) FY25 $37.9B FY24 $34.9B 2023 $31.4B 2022 $26.5B 2021 $21.3B 2020 $17.1B 2019 $13.3B 2018 $10.5B 2017 $8.4B 2016 $6.7B 2015 $5.4B 2014 $4.1B Salesforce Operating Cash…
$CFLT Confluent CEO: Startups win in the whitespace big companies can't prioritize "Whenever we would interview somebody, they would be like, well, this is fine, the social networking thing… But if Google does it, you guys will just die… The reality was they tried, and it…
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