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VOICE ARCHIVE

Ophir Gottlieb

@ophirgottlieb
43 posts
2026-02-06
$AMZN • Fastest growth for AWS in three-years • Largest operating profit for AWS ever • Largest AWS revenue ever 2/
2026-02-06 View on X
CNBC

Amazon projects its 2026 capex to hit $200B, above $146.6B est. and up from ~$131B in 2025, and reports Q4 AWS revenue up 24% YoY to $35.58B, above $34.93B est.

Amazon shares plunged more than 10% in extended trading Thursday after the company posted mixed fourth-quarter earnings …

$AMZN • Fastest growth for AWS in three-years • Largest operating profit for AWS ever • Largest AWS revenue ever 2/
2026-02-06 View on X
Amazon

Amazon reports Q4 revenue up 14% YoY to $213.39B, vs. $211.33B est., EPS of $1.95, vs. $1.97 est., and net income up 6% YoY to $21.19B; AMZN drops 8%+

Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its fourth quarter ended December 31, 2025.  Fourth Quarter 2025

In total, with the four hyperscalers now having reported, we have a colossal amount of CapEx coming into AI infra: Alphabet up 100%+ to $180B. META up 80% to $125B. AMZN up 50+% to $200B. MSFT up 35% to $105B. That's about $600B in CapEx spending by these four companies in the
2026-02-06 View on X
Amazon

Amazon reports Q4 revenue up 14% YoY to $213.39B, vs. $211.33B est., EPS of $1.95, vs. $1.97 est., and net income up 6% YoY to $21.19B; AMZN drops 8%+

Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its fourth quarter ended December 31, 2025.  Fourth Quarter 2025

In total, with the four hyperscalers now having reported, we have a colossal amount of CapEx coming into AI infra: Alphabet up 100%+ to $180B. META up 80% to $125B. AMZN up 50+% to $200B. MSFT up 35% to $105B. That's about $600B in CapEx spending by these four companies in the
2026-02-06 View on X
CNBC

Amazon projects its 2026 capex to hit $200B, above $146.6B est. and up from ~$131B in 2025, and reports Q4 AWS revenue up 24% YoY to $35.58B, above $34.93B est.

Amazon shares plunged more than 10% in extended trading Thursday after the company posted mixed fourth-quarter earnings …

2026-02-05
$AMZN • Fastest growth for AWS in three-years • Largest operating profit for AWS ever • Largest AWS revenue ever 2/
2026-02-05 View on X
CNBC

Amazon reports Q4 AWS revenue up 24% YoY to $35.6B, vs. $34.9B est., AWS operating income up 17% YoY to $12.5B, and boosts capex in 2026 to $200B

Amazon shares plunged more than 10% in extended trading Thursday after the company posted mixed fourth-quarter earnings, and boosted its full-year spending forecast to $200 billion...

$AMZN • Fastest growth for AWS in three-years • Largest operating profit for AWS ever • Largest AWS revenue ever 2/
2026-02-05 View on X
Amazon

Amazon reports Q4 revenue up 14% YoY to $213.4B, net income up 6% to $21.19B, and EPS of $1.95, vs. $1.97 est.; AMZN drops 10%+ after hours

Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its fourth quarter ended December 31, 2025.  Fourth Quarter 2025

2025-10-06
$NVDA owns parts of OpenAI and now OpenAI uses AMD. OpenAI took money from NVDA to buy $AMD chips and a stake. Nothing to see here.
2025-10-06 View on X
CNBC

OpenAI and AMD announce a deal in which OpenAI could take up to a 10% stake in AMD and deploy up to 6GW of Instinct GPUs over multiple years; AMD jumps 25%+

- OpenAI and AMD have reached a deal that could see Sam Altman's company take a 10% stake in the chipmaker

2025-06-04
The call orbited around CrowdStrike Falcon Flex which is a consumption-based licensing model. Falcon Flex has rapidly evolved the go-to-market motion and customer experience, turning what used to be multi-module sales cycles into large, consolidated platform deals. Since its
2025-06-04 View on X
Reuters

CrowdStrike reports Q1 revenue up 20% YoY to $1.1B, in line with est., forecasts Q2 revenue below est., and approves an up to $1B share buyback; CRWD drops 6%+

Harshita Mary Varghese / Reuters :

2024-05-01
$AMZN AWS beats; guidance for Q2 in total was weaker than expected. AWS has recaptured growth at a rather astonishing pace. [image]
2024-05-01 View on X
CNBC

Amazon reports Q1 AWS revenue up 17% YoY to $25.04B, vs. $24.49B est., and AWS operating income of $9.42B, vs. $7.52B est., up from $5.12B YoY

$AMZN AWS is a $100B annualized business that has seen growth accelerate by 40% from 12% to 17% in just one year. These are not normal numbers. 3/
2024-05-01 View on X
Amazon

Amazon reports Q1 revenue up 13% YoY to $143.3B, a $10.4B net income, vs. $3.2B YoY, $15.3B operating income, vs. $4.8B YoY, subscription sales up 11% to $10.7B

but fails to deliver dividend Camilla Hodgson / Financial Times : Amazon cloud sales growth accelerates as group prepares for more AI spending Larry Dignan / Constellation Research...

$AMZN AWS beats; guidance for Q2 in total was weaker than expected. AWS has recaptured growth at a rather astonishing pace. [image]
2024-05-01 View on X
Amazon

Amazon reports Q1 revenue up 13% YoY to $143.3B, a $10.4B net income, vs. $3.2B YoY, $15.3B operating income, vs. $4.8B YoY, subscription sales up 11% to $10.7B

but fails to deliver dividend Camilla Hodgson / Financial Times : Amazon cloud sales growth accelerates as group prepares for more AI spending Larry Dignan / Constellation Research...

2023-07-27
$META and $GOOGL showing that ads aren't dead, so the economy isn't dead... at least for now. Bellwether type news for consumer, IMHO.
2023-07-27 View on X
Meta Investor Relations

Meta reports Q2 revenue up 11% YoY to $32B, net income up 16% YoY to $7.79B, and family daily active people up 7% YoY to 3.07B for June 2023; META jumps 10%+

but most of the new users came from outside the US and Canada Karissa Bell / Engadget : Meta had its best quarter since 2021 despite losing more money on the metaverse Abubakar Idr...

2022-07-30
$AAPL... wow Apple CFO Says: * Seeing No Demand Slowdown For iPhones * Expect Revenue Growth To Accelerate In Current Quarter Vs June Quarter Rate
2022-07-30 View on X
Apple

Apple reports record Q3 revenue of $83B, up 2% YoY, vs $82.8B est., net income down 11% to $19.4B, iPhone revenue up 3% to $40.7B, Mac revenue down 10% to $7.4B

people coming from Android - saw double-digit growth) Joanna Stern / @joannastern : “We didn't have enough product to test the demand,” Cook says of impact of inflation and other m...

2022-07-29
$AAPL... wow Apple CFO Says: * Seeing No Demand Slowdown For iPhones * Expect Revenue Growth To Accelerate In Current Quarter Vs June Quarter Rate
2022-07-29 View on X
Apple

Apple reports record Q3 revenue of $83B, up 2% YoY, vs $82.8B est., net income down 11% to $19.4B, iPhone revenue up 3% to $40.7B, Mac revenue down 10% to $7.4B

iPhone and Services drive June quarter record revenue  —  Active installed base of devices reaches all-time high for all major product categories

2022-02-17
$NVDA * EPS: $1.32 vs $1.22 est. * Revenue: $7.64B vs $7.42 est, up 53% year-over-year. Guidance * Revenue: $8.1B vs $7.29B est https://www.cnbc.com/...
2022-02-17 View on X
CNBC

Nvidia reports Q4 revenue of $7.64B, vs. $7.42B est., up 53% YoY, Gaming revenue of $3.42B, up 37% YoY, and Data Center revenue of $3.26B, up 71% YoY

Kif Leswing / CNBC :

2021-12-11
$ROKU Best Buy pulls TCL $GOOGL TVs amid complaints of slow, buggy software https://www.theverge.com/... Best Buy, the exclusive US retailer of TCL Google TVs — has abruptly removed both models from its store listings. TCL's own website has a link to Best Buy that no longer works.
2021-12-11 View on X
9to5Google

TCL pulls its entire Google TV lineup from Best Buy over software and performance issues

Google TV's plans to expand in the smart TV market are taking a hit this week, as TCL's entire Google TV lineup has been pulled from Best Buy over performance-related issues.

2021-12-06
Amazon is making its own containers and bypassing supply chain chaos with chartered ships and long-haul planes https://www.cnbc.com/... - You had me at “making its own containers.” What seems like a problem is often not, it's a spotlight on the dim.
2021-12-06 View on X
CNBC

Amazon's shipping investments, like chartering cargo ships, making its own containers, and chartering long-haul planes, are helping it avoid supply chain chaos

2021-09-25
The Biden administration is considering invoking the Defense Production Act to force companies in the semiconductor supply chain to provide data on inventory and sales https://www.bloomberg.com/... via @bpolitics
2021-09-25 View on X
Bloomberg

US Commerce Sec says US is considering using a Cold War-era national security law to force semiconductor companies to provide information on inventory and sales

Jenny Leonard / Bloomberg :

2021-09-04
Wow. Makes $VZIO a target. Also makes TCL a target. https://twitter.com/...
2021-09-04 View on X
Insider

Sources: Amazon will launch its own TV featuring Alexa and no third-party manufacturer branding in the US, possibly as soon as October

and that could be big Andrew / Phandroid : The first Amazon self-branded TV could be arriving as early as October Rob Thubron / TechSpot : Amazon expected to release own Alexa-powe...

2021-09-03
Wow. Makes $VZIO a target. Also makes TCL a target. https://twitter.com/...
2021-09-03 View on X
Insider

Sources: Amazon will launch its own TV featuring Alexa and no third-party manufacturer branding in the US, possibly as soon as October

- Amazon is planning to roll out its own Amazon-branded TV, Insider has learned.  — A US launch is targeted for as soon as October.