내가 좋아할 만한 콘텐츠
Berkshire Hathaway earnings this weekend, Palantir & AMD next week: $PLTR $PFE $AMD $MCD $HOOD $COP $TTD $SHOP $HIMS $HUM $AZN $OPEN $WEN $SPOT $DOCN $CLX $UBER $MRNA $AFRM $WBD $DKNG $RACE $BALL $AXON $DASH $PINS $DDOG $ABNB $BYND $AFL $SNAP $TOST $AMC $NRG $DUOL $APPS
$JBHT CEO: "Overall demand trended below normal seasonality for much of the quarter, outside of the seasonal lift we saw at quarter-end. On the supply side, truckload capacity continued to exit the market and the pace of exits is accelerating, but the soft demand environment is…
OpenAI to the government:
OpenAI begging for government handouts. I don’t own enough Google
$MSFT CFO: "LinkedIn revenue increased 10% and 9% in constant currency driven by Marketing Solutions. The Talent Solutions business was impacted by continued weakness in the hiring market"
$CAVA CEO also flags decline in visit frequency among guests aged 25–35. "When we look at the data, it's more that the younger cohort that 25 to 35.... they don't have the steam that they had last year in the way that they were visiting or their frequency of visiting."
$CMG Chipotle CEO: "A particularly challenged cohort is the 25- to 35-year-old age group. We believe that this trend is not unique to Chipotle and is occurring across all restaurants as well as many discretionary categories. This group is facing several headwinds, including…
Analyst to $IBKR CEO: "Are you actually seeing evidence of [AI driving higher trading volumes] in your business yet?” “We do not have an ability to see whether that's the reason... But in the long run, that thesis should become real.” – Milan Galik, CEO
$UBER CFO: "We delivered accelerating top-line growth and strong profitability in Q3. Gross Bookings were up 21% to $49.7 billion, landing at the high-end of our prior outlook range. Delivery and Mobility Gross Bookings both accelerated and we saw broad-based geographic strength"
Thursday's earnings: Before Open: $CELH $QBTS $COP $BCE $DDOG $VST $OSCR $AZN $VTRS $NRG $MRNA $NVAX After Close: $TTD $OPEN $IREN $SOUN $MP $ACHR $DKNG $ABNB $RUN $FROG $AFRM $SMR
$META CFO: Strong execution on near-term ROI gives you the strategic license to place bold, long-term bets
Qualcomm CEO: "Our business remains strong as demonstrated by record QCT revenues in FY 25. We delivered 18% Y/Y growth in total QCT non‑Apple revenues, with combined fiscal year Automotive and IoT revenue growth of 27%." $QCOM: -4% AH
$DASH: -18% AH after an EPS miss and higher 2026 capex guide. “We wish there was a way to grow a baby into an adult without investment, or to see the baby grow into an adult overnight, but we do not believe this is how life or business works.”
$ARM CEO: "Arm’s Q2 FYE26 revenue exceeded $1 billion for the third consecutive quarter, with record royalties reflecting a new high in demand for the Arm compute platform"
Arm CEO/CFO: ".... strong Q2 results. Revenue grew 34% Y/Y to $1.14B, our third consecutive billion-dollar revenue quarter and above the high end of guidance" $ARM: +3% AH
Duolingo double beat CEO: "2025 is shaping up to be another standout year for us. Through the first nine months, DAUs and revenue are both up 40% or more compared to the same period last year, and we continue to expand profitability" $DUOL: -21% AH
Robinhood CFO: "Q3 was another strong quarter of profitable growth..." $HOOD: -2% AH
e.l.f. Beauty double miss CEO: "On an organic basis, ex-road, our net sales were down ~3% this quarter. Shipments were below consumption, primarily driven by our decision to temporarily stop shipments to retailers who are slower to execute our price increase." $ELF: -29% AH
Alphabet CFO: About 50% of all code at Google is now generated using AI "So this -- the example, the percent of code, now nearly half of all code generated by AI, that's a way for us to leverage AI to drive further productivity across the business." $GOOG $GOOGL
$C CEO: "We are running our operations in a recession-ready mode. We're watching then payments in order to get any early signals of stress. But again, as I look at the book, I feel comfortable with where we are and where our consumers are trending"
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