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We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |
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Microsoft, Meta, Amazon, Apple and Alphabet are all reporting next week:
$APO: "Hyperscalers are currently spending a record high 60% of their operating cash flow on capex"
$TSM TSMC CFO: "Even as we invest for the future growth with this higher level of CapEx spending in 2025, we remain committed to delivering profitable growth to our shareholders. We also remain committed to a sustainable and steadily increasing cash dividend per share on both an…
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Microsoft, Meta, Amazon, Apple and Alphabet are all reporting this week:
$GM CEO: "“It is clear that ICE volumes will remain higher for longer. We lead the industry today, and we are increasingly well positioned to meet strong sustained demand."
$TXN CEO: "when I talk with customers, especially on the industrial side, and if you think about investing, building new factories, putting more CapEx, there is a bit of a wait-and-see mode with our customers. They're just hesitant to have clarity on what exactly are the final…
$EFX CEO: FICO’s aggressive mortgage score price hikes created a major catalyst for VantageScore adoption "Two weeks ago, Equifax announced we're expanding our Vantage 4.0 mortgage credit score offerings in response to FICO's aggressive price actions. FICO has taken pricing for…
$APO Partner Dave Stangis: "The gap between what AI is demanding and what we have everywhere in the world on the grid in terms of generation and transmission is huge and will not be closed in our lifetime...So what is happening around the world, there’s no doubt about it, is what…
A tweet/post is how I initiated the dozen or so startups that constitute Tesla. Tesla has made very few acquisitions. Our growth is ~90% organic. We didn’t “play to our core strengths”, we created core strengths from nothing.
Microsoft, Meta, Amazon, Apple and Alphabet are all reporting next week:
$AXP CEO: "As far as the government shutdown goes, this is not our first rodeo with a government shutdown. And we haven't really seen any impact at this particular point in time. And if I go back historically, I think the last – not the last one, but maybe the one before was like…
$JPM CFO last week on AI: "I think the risk is because of how incredibly overwhelming the AI theme is for the whole marketplace right now and all the various effects that it's having in terms of equity market performance. Mag 7, data center build out, electricity costs like it's…
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