2025-11-07
CNBC
8 related
Airbnb reports Q3 revenue up 10% YoY to $4.10B, vs. $4.08B est., Nights and Seats booked up 9% to 133.6M, vs. 131.75M est., and forecasts Q4 revenue above est.
Ashley Capoot / CNBC :
2025-10-30
CNBC
6 related
Microsoft's OpenAI investment resulted in a $3.1B hit to Q1 net income; Productivity and Business Processes revenue, with Office and LinkedIn, grew 17% to $33B
www.theregister.com/2025/10/29/ m... Robert Evans / @iwriteok : silicon valley investors: for the low one-time price of $5 billion i promise to lose you significantly less than $11.5 billion a quarter...
2024-12-26
CNBC
2 related
Analysis: in 2024, ~66% of 39 public digital health companies lost value, while the Nasdaq rose 32%; in 2021, digital health startups raised a record $29.1B
Post-pandemic demand waned, bringing down former high fliers like Teladoc (-96% from 2021 highs) and Progyny (-60% YTD). … X: Ashley Capoot / @ashleycapoot : New: It's been nearly 5 years since Covid ...
2024-12-04
CNBC
5 related
Okta reports Q3 revenue up 14% YoY to $665M, above $650M est., subscription revenue up 14% YoY to $651M, above $635M est., and expects Q4 revenue above est.
Ashley Capoot / CNBC :
2024-04-25
CNBC
24 related
Meta's stock drops 10%+ on weak Q2 revenue guidance and increasing FY 2024 capital expenditures from $30B-$37B to $35B-$40B due to AI infrastructure investments
should investors consider buying? Kathleen Gallagher / Business Post : Shares in Meta plummet as it forecasts spending spree TJ Denzer / Shacknews : Facebook (META) issues Q2 2024 revenue guidance bel...
2023-02-14
CNBC
9 related
Palantir reports Q4 revenue up 18% YoY to $509M, vs. $502M est., and its first ever quarter of positive net income on a GAAP basis, at $31M; PLTR jumps 10%+
Ashley Capoot / CNBC :
2023-01-17
CNBC
3 related
Roblox releases its December 2022 metrics report, showing estimated bookings between $430M and $439M, up 17% to 20% YoY, and DAUs up 18% to 62.5M; stock up 12%+
Ashley Capoot / CNBC :
2022-11-07
CNBC
3 related
Palantir Q3: revenue of $478M, up 22% YoY, vs. $470M est., US commercial customer count increased 124% YoY and US commercial revenue up 53% YoY; stock down 12%+
Ashley Capoot / CNBC :
2022-08-25
CNBC
6 related
Snowflake reports Q2 revenue of $497M vs. $467M est., up 83% YoY, and anticipates product revenue to be between $500M and $505M in Q3; stock jumps 18%+
Ashley Capoot / CNBC :
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