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VOICE ARCHIVE

Leandro

@invesquotes
8 posts
2025-10-31
It's funny because I think the competitive environment has evolved in Adobe's favor quite significantly over the past few months/years regarding Canva Canva had a tool that aimed to capture the low-end of the market and the strategy was to go up-market from there. Adobe had
2025-10-31 View on X
TechCrunch

Canva launches a foundational design model that generates editable layered designs, expands Canva AI, makes Affinity free for all users, and more

Here's what all this means for creators Jess Weatherbed / The Verge : Affinity's new design platform combines everything into one app Ronil Thakkar / KnowTechie : Canva wants to be...

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2025-08-06
These dudes were running ads on Twitter expecting people to be like “sure, let me buy a server” $SMCI [image]
2025-08-06 View on X
Bloomberg

Super Micro reports Q4 revenue up 7.5% YoY to $5.76B, vs. $6.01B est., and lowers its fiscal 2026-year sales forecast from $40B to $33B+; SMCI drops 18%+

Dina Bass / Bloomberg :

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2025-07-16
ASML's Q2 $ASML Quarterly numbers not the best to describe the business' performance but... - Management expects 2025 revenue to grow 15% - Positive comments around litho intensity driven by increase productivity (both in low-NA and high-NA EUV) - Maintained 2030 guidance [image]
2025-07-16 View on X
CNBC

ASML reports Q2 net sales of €7.7B, net income of €2.29B, and net bookings of €5.5B, above €4.19B est., as tariffs have a “less negative” impact than expected

ASML on Wednesday warned of the possibility of no growth in 2026, even as it beat top and bottom line expectations for the second quarter.

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2025-04-16
Good earnings by $ASML ☑️ €3.9B in net bookings ☑️ Reiterates 2025 guidance ☑️ Reiterates 2030 guidance ☑️ More vissibility into 2025/2026 being growth years ☑️ High and Low-NA EUV on track ☑️ €2.7B repurchase in Q1 The market will do what it does, probably focus on the [image]
2025-04-16 View on X
CNBC

ASML reports Q1 net sales up 46% YoY to €7.74B, vs. €7.8B est., a €2.36B net profit, €3.94B net bookings, below €4.89B est., and warns of tariff uncertainty

Dutch semiconductor equipment giant ASML on Wednesday missed order expectations and said that uncertainty …

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2023-12-19
Figma and $ADBE agree to terminate merger. Looked increasingly likely and here it is. I honestly think that with the recent wave of generative AI the Figma acquisition was less necessary for Adobe, more so for $20 billion. [image]
2023-12-19 View on X
Reuters

Adobe and Figma end their $20B merger, announced in September 2022, over “no clear path” to EU and UK antitrust approval; Adobe owes Figma a $1B termination fee

Adobe (ADBE.O) on Monday shelved its $20 billion cash-and-stock deal for cloud-based designer platform Figma …

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2023-12-18
Figma and $ADBE agree to terminate merger. Looked increasingly likely and here it is. I honestly think that with the recent wave of generative AI the Figma acquisition was less necessary for Adobe, more so for $20 billion. [image]
2023-12-18 View on X
Reuters

Adobe and Figma terminate their $20B merger, announced in September 2022, after seeing “no clear path” to UK and EU regulatory approval; Adobe will pay $1B

Adobe (ADBE.O) on Monday shelved its $20 billion cash-and-stock deal for cloud-based designer platform Figma, pointing to …

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2023-10-18
A lot of people are going to freak out with $ASML's... 1) No growth guidance for 2024 2) Weaker orders 3) China exposure There might be some reason to be cautious with exposure to China although context is needed. #1 should be pretty much irrelevant for any LT investor, and... [image]
2023-10-18 View on X
CNBC

ASML reports Q3 revenue up 15.5% YoY to €6.67B, vs. €6.71B est., net profit up 11% YoY to €1.89B, vs. €1.8B est., and forecasts flat 2024 revenue growth

- ASML reported a profit decline in the third quarter, but beat estimates as it forecast 2024 revenue will be flat.

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2022-08-02
@StockMarketNerd Agreed but the pull forward for $PINS was much larger due to its core cases and every $PINS user is probably more valuable than any $META user Pd: long both
2022-08-02 View on X
CNBC

Pinterest reports Q2 revenue up 9% YoY to $666M, vs $667M est., global MAUs down 5% YoY to 433M, vs 431M est., and a net loss of $43M; stock jumps 20%+

Jonathan Vanian / CNBC : Source: Pinterest .

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