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VOICE ARCHIVE

Jeremy C. Owens

@jowens510
68 posts
2023-12-09
A day after I detailed how little Microsoft publicly discloses about its relationship with OpenAI, multiple regulators are seeking that information. UK inquiry: https://www.marketwatch.com/ ... FTC report: https://www.bloomberg.com/... My story: https://www.marketwatch.com/ ...
2023-12-09 View on X
Bloomberg

Source: the US FTC is examining the nature of Microsoft's investment in OpenAI and potentially antitrust law violations but hasn't opened a formal investigation

- The agency hasn't opened a formal probe into Microsoft-OpenAI  — Microsoft didn't report deal to FTC due to non-profit status

2023-04-19
In 2013, Netflix made more than $900 million from renting DVDs by mail. Last year, it couldn't top $150 million. So $NFLX has announced “the last season” for the business that took down Blockbuster Video, with the final discs going out in Sept. https://www.marketwatch.com/ ... https://twitter.com/...
2023-04-19 View on X
Reuters

Netflix Q1: revenue up 4% YoY to $8.16B, 1.8M paid net additions, vs. 2.06M est. and -0.2M in Q1 2022, and global streaming paid memberships up 5% YoY to 232.5M

Netflix Inc (NFLX.O) on Tuesday reported first-quarter revenue and earnings roughly in line with Wall Street expectations …

In 2013, Netflix made more than $900 million from renting DVDs by mail. Last year, it couldn't top $150 million. So $NFLX has announced “the last season” for the business that took down Blockbuster Video, with the final discs going out in Sept. https://www.marketwatch.com/ ... https://twitter.com/...
2023-04-19 View on X
Wall Street Journal

Netflix plans to ship its last red DVD envelopes in September 2023, after 25 years of mailing shows and movies to subscribers and paving the way for streaming

Sarah Krouse / Wall Street Journal :

2023-03-29
You aren't going to see many worse earnings reports than the one Micron just released. - Worst quarterly loss on record - First negative gross margin since 2008 - Worst gross margin since dot-com bust. Yet $MU is up on hopes that this is the bottom. https://www.marketwatch.com/ ...
2023-03-29 View on X
MarketWatch

Micron reports Q2 revenue down 53% YoY to $3.69B, vs. $3.71B est., and a $2.31B record net loss after a $1.43B write-down, as executives hint at a market bottom

Jeremy C. Owens / MarketWatch :

2023-02-02
Intel: We're cutting $3B in costs, 1000s of employees, FCF is red. Also $INTC: We can still pay investors $1.5B this Q. Meta: We grew too fast, 11k people must go so we can continue to lose billions on VR. Also $META: Here's $40B for your stock, thanks. https://www.marketwatch.com/ ...
2023-02-02 View on X
CNBC

Meta increases its share repurchase authorization by $40B and says the company bought back $6.91B and $27.93B in stock in Q4 2022 and 2022, respectively

Jordan Novet / CNBC :

But Wall Street doesn't care anymore because Zuck promised a $40 billion payoff. https://twitter.com/...
2023-02-02 View on X
Meta

Meta reports Q4 revenue down 4% YoY to $32.2B, net income down 55% YoY to $4.7B, and family daily active people up 5% YoY to 2.96B; stock jumps 24%+

Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter and full year ended December 31, 2022.

Intel: We're cutting $3B in costs, 1000s of employees, FCF is red. Also $INTC: We can still pay investors $1.5B this Q. Meta: We grew too fast, 11k people must go so we can continue to lose billions on VR. Also $META: Here's $40B for your stock, thanks. https://www.marketwatch.com/ ...
2023-02-02 View on X
Meta

Meta reports Q4 revenue down 4% YoY to $32.2B, net income down 55% YoY to $4.7B, and family daily active people up 5% YoY to 2.96B; stock jumps 24%+

Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter and full year ended December 31, 2022.

But Wall Street doesn't care anymore because Zuck promised a $40 billion payoff. https://twitter.com/...
2023-02-02 View on X
CNBC

Meta reports $727M Reality Labs revenue in Q4, vs. $715.1M est., a $4.28B operating loss, vs. $4.36B est., a $13.72B loss in 2022, and expects a wider 2023 loss

2023-01-25
Here is how much things can change in 3 months. Wall Street in Oct. 2022: “Azure growth is only 35%? OH GOD, CLOUD BOOM OVER, SELL $MSFT!” https://www.marketwatch.com/ ... Wall Street in Jan. 2023: “Azure grew 31%? WHEW! BUY $MSFT!” https://www.marketwatch.com/ ... https://twitter.com/...
2023-01-25 View on X
Microsoft

Microsoft reports Q2 revenue up 2% YoY to $52.7B, net income down 12% YoY to $16.4B, Dynamics 365 revenue up 21% YoY, and LinkedIn revenue up 10% YoY

Earnings Release FY23 Q2 Microsoft Cloud Strength Drives Second Quarter Results REDMOND, Wash. — January 24, 2023 …

2022-12-14
Oddly, I happened to notice Spiro's name in another news story today - he is acting as Megan Thee Stallion's personal lawyer as she deals with the trial of Tory Lanez, who is accused of shooting her in the feet. https://www.latimes.com/... https://twitter.com/...
2022-12-14 View on X
New York Times

Sources: Twitter stopped paying rent on offices and is considering not paying severance packages to cut costs, as its top lawyer Alex Spiro leaves the company

Twitter has stopped paying rent on offices and is considering not paying severance packages to former employees, among other measures.

2022-11-08
Reminder that with Twitter now a private company, its reporting on financial and user metrics won't be as scrutinized as it was previously (and it was already doubted, see a certain billionaire's claims about bots) ... https://twitter.com/...
2022-11-08 View on X
Platformer

Sources: Elon Musk pitched charging most or all Twitter users for a subscription; internal estimates show Blue could lose the company ~$6/user/month in the US

Will he go through with it?  PLUS: Botched layoffs, how the new Blue could lose money, and more

2022-11-04
Have now heard from two Twitter employees that Chief Accounting Officer Robert Kaiden got the boot yesterday, but managed to push through employees' RSUs before being walked out. $TWTR workers should get their Elon $$ bags tomorrow, regardless of whether they still have jobs.
2022-11-04 View on X
Washington Post

Twitter begins laying off staff, sending a “Your Role at Twitter” email to their company account for those staying and personal account for those leaving

Employees said the layoffs came across teams, as Twitter broadly reduced its workforce.

2022-10-21
Before you get all bent out of shape about Elon Musk telling some investors he would cut 75% of Twitter employees, remember that he also told bankers that he would actually increase $TWTR headcount this year. Musk says a lot of things, guys. https://www.nytimes.com/...
2022-10-21 View on X
Washington Post

Docs: if Elon Musk buys Twitter, he plans to cut nearly 75% of staff; otherwise, Twitter aims to cut payroll by ~$800M by the end of 2023, ousting ~25% of staff

Previously unreported details shed new light on Twitter's motivations for selling the company — and Elon Musk's plans to transform it

2022-10-01
Intel will also be getting a big chunk of the money from this IPO - Mobileye issued a $3.5 billion dividend note to Intel, paid about $350M of it, and will pay back the rest with proceeds from the offering. So expect a target of at least $3Bish for the raise.
2022-10-01 View on X
Reuters

SEC filing: Intel's self-driving car unit Mobileye files for an IPO and reports a H1 2022 revenue of $854M, up 21% from H1 2021

Mobileye, Intel Corp's (INTC.O) self-driving unit, on Friday filed for an initial public offering in the United States, revealing a 21% jump in revenue for the first half of the ye...

Here is the responsible way to discuss the path forward for autonomous driving - Developing stronger ADAS systems on cars sold to the public while testing fully autonomous cars in robotaxi networks, technologies that will eventually merge years down the road. https://twitter.com/...
2022-10-01 View on X
Reuters

SEC filing: Intel's self-driving car unit Mobileye files for an IPO and reports a H1 2022 revenue of $854M, up 21% from H1 2021

Mobileye, Intel Corp's (INTC.O) self-driving unit, on Friday filed for an initial public offering in the United States, revealing a 21% jump in revenue for the first half of the ye...

Mobileye lists a ton of competitors in the robotaxi chase - including Waymo, Aurora and Cruise - but only 3 in the “Consumer AV” segment: Apple, Sony and Tesla. Tesla is not in the robotaxi list. For good reason.
2022-10-01 View on X
Reuters

SEC filing: Intel's self-driving car unit Mobileye files for an IPO and reports a H1 2022 revenue of $854M, up 21% from H1 2021

Mobileye, Intel Corp's (INTC.O) self-driving unit, on Friday filed for an initial public offering in the United States, revealing a 21% jump in revenue for the first half of the ye...

No dirt on the breakup in Tesla in the filing - $TSLA mentioned four times, each as an example of an automaker choosing in-house development or in listing rivals for consumer-AV tech.
2022-10-01 View on X
Reuters

SEC filing: Intel's self-driving car unit Mobileye files for an IPO and reports a H1 2022 revenue of $854M, up 21% from H1 2021

Mobileye, Intel Corp's (INTC.O) self-driving unit, on Friday filed for an initial public offering in the United States, revealing a 21% jump in revenue for the first half of the ye...

Intel will retain full control of Mobileye even as it returns to the public markets - Intel will hold class B shares, which carry 10 votes apiece, while selling class A shares, which have rights to 1 vote per share.
2022-10-01 View on X
Reuters

SEC filing: Intel's self-driving car unit Mobileye files for an IPO and reports a H1 2022 revenue of $854M, up 21% from H1 2021

Mobileye, Intel Corp's (INTC.O) self-driving unit, on Friday filed for an initial public offering in the United States, revealing a 21% jump in revenue for the first half of the ye...

2022-07-28
Facebook is as bad as expected - first ever decline in revenue, third consecutive earnings decline, third-quarter guidance suggests it will get worse. CFO is moving to a new position. $META not so bad, again showing that the bar has been lowered. https://www.marketwatch.com/ ...
2022-07-28 View on X
Wall Street Journal

Meta reports its first-ever YoY quarterly revenue decline and issues a lowered Q3 forecast, citing a weak ad demand environment and macroeconomic uncertainty

Facebook parent Meta Platforms Inc. META 6.55%▲ posted its first decline in revenue and issued a muted outlook …

2022-05-27
The real truth is that senators want to collect big checks from Big Tech for their midterm races ... https://twitter.com/...
2022-05-27 View on X
Politico

Sources: a bipartisan bill that would ban Big Tech companies from favoring their products faces resistance from some Senate Democrats worried about the midterms