2025-11-06
$SNAP CEO Evan Spiegel on the Perplexity partnership: “We're really excited about the Perplexity partnership. And I think it sort of underscores Snapchat's role as a messaging service and how valuable that is in the age of AI, especially because Snapchat engagement is built around real relationships between friends and family, but also because conversational assistance is very quickly becoming the primary way that people are choosing to interact with information on the Internet. So I think we have a really unique opportunity ahead to help distribute AI agents through our CAT interface and launching with Perplexity next year to bring their answer engine to Snapchat really in the default placement in our chat inbox is going to be really valuable to our community and hopefully, very valuable to Perplexity into Snap as well.
Bloomberg
Snap announces a deal to incorporate Perplexity's search engine into Snapchat from 2026; Perplexity will pay Snap $400M through a combination of cash and equity
https://lnkd.in/... Bluesky: Ed Zitron / @edzitron.com : You gotta spend money to lose money [embedded post] Mark Riedl / @markriedl : I thought people were supposed to pay AI comp...
2025-08-29
$ADSK Earnings: - Revenue: $1.76 billion - Non-GAAP EPS: $2.62 “For more than a decade, Autodesk has been at the forefront of innovation — in BIM, SaaS, generative design, and now in generative AI. We have been building industry-specific foundation models and products capable [image]
CNBC
Dell reports Q2 revenue up 19% YoY to $29.78B, vs. $29.17B est., and forecasts Q3 EPS of $2.45, below $2.55 est.; DELL drops 5%+
Despite beating on its top and bottom lines, shares of Dell Technologies fell more than 5% Thursday in extended trading after giving third-quarter earnings per share guidance …
$ADSK Earnings: - Revenue: $1.76 billion - Non-GAAP EPS: $2.62 “For more than a decade, Autodesk has been at the forefront of innovation — in BIM, SaaS, generative design, and now in generative AI. We have been building industry-specific foundation models and products capable [image]
Reuters
Autodesk reports Q2 revenue up 17% YoY to $1.76B, vs. $1.73B est., forecasts Q3 revenue above est., and raises its annual forecasts; ADSK jumps 5%+
in BIM, SaaS, generative design, and now in generative AI. We have been building industry-specific foundation models and products capable [image]
2025-05-28
Key Takeaways from $OKTA's Earnings Call - Okta delivered a solid Q1 FY26 with continued strength in large customers, Auth0 performance, new product contribution, strong cash flow and record profitability. - Auth0 performed well following a record Q4, with pipeline [image]
CNBC
Okta reports Q1 revenue up 12% YoY to $688M, vs. $680M est., and maintains its FY 2026 guidance due to macroeconomic uncertainties; OKTA drops 12%+
Samantha Subin / CNBC :
2024-11-27
$HPQ Earnings: - Fourth quarter net revenue was $14.1 billion, up 1.7% (up 2.3% in constant currency) from the prior-year period. - Fourth quarter GAAP diluted net EPS of $0.93, above the previously provided outlook of $0.74 to $0.84 per share - Fourth quarter non-GAAP diluted [image]
Bloomberg
HP reports Q4 revenue up 1.7% YoY to $14.1B, Personal Systems revenue up 2% to $9.59B vs. $9.74B est., forecasts Q1 profit below est.; HPQ drops 7%+
Brody Ford / Bloomberg :
2024-09-10
$ORCL's Larry Ellison on AI market growth: “..I mean these AI models, these frontier models are going to — the entry price for a real frontier model from someone who wants to compete in that area is about $100 billion. Let me repeat, around $100 billion. That's over the next 4, [image]
CNBC
Oracle reports Q1 revenue up 7% YoY to $13.31B, vs. $13.23B est., cloud infrastructure revenue up 45% YoY to $2.2B, and $2.93B in net income; ORCL jumps 10%+
the entry price for a real frontier model from someone who wants to compete in that area is about $100 billion. Let me repeat, around $100 billion. That's over the next 4, [image] ...
$ORCL's Larry Ellison on AI market growth: “..I mean these AI models, these frontier models are going to — the entry price for a real frontier model from someone who wants to compete in that area is about $100 billion. Let me repeat, around $100 billion. That's over the next 4, [image]
Wall Street Journal
Oracle shares are up 50%+ YTD, well outpacing the Nasdaq's 14% rise, as the 47-year-old company becomes an attractive cloud-computing provider for AI developers
Long-stagnant stock is up 34% thanks to its neutral status in the booming market for AI computing power
2024-09-05
$AI Guidance: “Our revenue guidance for Q2 is going to be $88.6 million to $93.6 million. We are maintaining our previous guidance of $370 million to $395 million for fiscal '25. This implies a year-over-year growth rate of 19% to 27%, making C3 AI one of the fastest-growing [image]
Reuters
C3.ai reports Q1 revenue up 21% YoY to $87.2M, vs. $86.9M est., and subscription revenue up 20% YoY to $73.5M, vs. $79.1M est.; its stock falls 16%+ after hours
Juby Babu / Reuters :
2024-08-20
$PANW Earnings: - Total revenue for the fiscal fourth quarter 2024 grew 12% year over year to $2.2 billion, compared with total revenue of $2.0 billion for the fiscal fourth quarter 2023. - GAAP net income for the fiscal fourth quarter 2024 was $357.7 million, or $1.01 per [image]
Reuters
Palo Alto Networks reports Q4 revenue up 12% YoY to $2.19B, vs. $2.16B est., projects its FY 2025 earnings above est., and ups its share buyback by $500M to $1B
Jaspreet Singh / Reuters :
2024-02-07
$UBER Earnings: - Revenue grew 15% YoY to $9.9 billion, or 13% on a constant currency basis. Combined Mobility and Delivery revenue grew 22% YoY to $8.7 billion, or 20% on a constant currency basis. - Net income (loss) per share, diluted: $0.29 - Adjusted EBITDA of $1.3 billion,... [image]
Financial Times
Uber reports Q4 revenue up 15% YoY to $9.9B, Gross Bookings up 22% YoY to $37.6B, a $1.9B net income, 150M MAUs, and first full-year operating profit of $1.1B
Ride-hailing app beats forecasts and boasts of ‘inflection point’ — Uber has reported its first full year of operating profits …