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VOICE ARCHIVE

@richlightshed

@richlightshed
291 posts
2026-07-31
Rarely see a disconnect this wide between a company's revenues, earnings and free cash flow growth and short-term stock price performance as @Reddit $RDDT 8 straight quarters of 60%+ revenue growth Active advertisers up 70% y-o-y New user retention improving DAUs up 18% y-o-y WAUs up 24% y-o-y Long-term goal of 1 bn users globally (130 mm today) and 100 mm in US (53 mm today)
2026-07-31 View on X
CNBC

Reddit reports Q2 revenue up 61% YoY to $805M, vs. $730M est., forecasts Q3 revenue above est., says search referrals were “choppy”; RDDT drops 20%+

Reddit reported second-quarter earnings on Thursday that beat on the top and the bottom lines, and the company issued guidance that sailed past expectations.

2026-07-30
$META 's AI spending has taken $11 billion of quarterly free cashflow in Q2 2023 and 2024 to under $800 million in Q2 2026. Mind-boggling level of spend and the investment is still in the early stages [image]
2026-07-30 View on X
Meta

Meta reports Q2 revenue up 28% YoY to $60.8B, family DAP up 3% YoY to 3.6B for June, net income down 14% YoY, and forecasts Q3 revenue below est.; META drops 8%

Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended June 30, 2026.

$META 's AI spending has taken $11 billion of quarterly free cashflow in Q2 2023 and 2024 to under $800 million in Q2 2026. Mind-boggling level of spend and the investment is still in the early stages [image]
2026-07-30 View on X
Reuters

Meta reports Q2 free cash flow down 91% YoY to $784M, and now expects 2026 capex to be between $130B and $145B, compared to its prior forecast of $125B to $145B

Meta Platforms (META.O) reported a precipitous 91% drop in free cash flow on Wednesday, underscoring the financial strain …

Rarely see a disconnect this wide between a company's revenues, earnings and free cash flow growth and short-term stock price performance as @Reddit $RDDT 8 straight quarters of 60%+ revenue growth Active advertisers up 70% y-o-y New user retention improving DAUs up 18% y-o-y WAUs up 24% y-o-y Long-term goal of 1 bn users globally (130 mm today) and 100 mm in US (53 mm today)
2026-07-30 View on X
CNBC

Reddit reports Q2 revenue up 61% YoY to $805M, vs. $730M est., forecasts Q3 revenue above est., says search referrals were “choppy”; RDDT drops 6%+ after hours

Reddit reported second-quarter earnings on Thursday that beat on the top and the bottom lines, and the company issued guidance that sailed past expectations.

2026-07-29
$META 's AI spending has taken $11 billion of quarterly free cashflow in Q2 2023 and 2024 to under $800 million in Q2 2026. Mind-boggling level of spend and the investment is still in the early stages [image]
2026-07-29 View on X
Reuters

Meta reports free cash flow of $784M in Q2, down 91% YoY, and now expects 2026 capex to be $130B-$145B, compared with its prior forecast of $125B-$145B

$META 's AI spending has taken $11 billion of quarterly free cashflow in Q2 2023 and 2024 to under $800 million in Q2 2026. Mind-boggling level of spend and the investment is still in the early stages [image]
2026-07-29 View on X
Meta

Meta reports Q2 revenue up 28% YoY to $60.8B, family DAP up 3% to 3.6B on average for June, forecasts Q3 revenue below estimates; META drops 8%+ after hours

Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended June 30, 2026.  —  “AI is accelerating our core business today …

2026-07-23
NO signs of ad market headwinds at @YouTube as revenue growth accelerates for second straight quarter $GOOGL [image]
2026-07-23 View on X
Alphabet

Alphabet reports Q2 revenue up 24% YoY to $119.8B, vs. $116.9B est., Google Cloud revenue up 82% YoY to $24.8B, and Google Services revenue up 15% YoY to $94.5B

MOUNTAIN VIEW, Calif. - July 22, 2026 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended June 30, 2026.

NO signs of ad market headwinds at @YouTube as revenue growth accelerates for second straight quarter $GOOGL [image]
2026-07-23 View on X
Variety

Alphabet reports YouTube's Q2 ad revenue up 13% YoY to $11.06B, above $10.8B est., and Google ad revenue up 14% YoY to $81.63B

Video giant YouTube, one of the world's biggest entertainment businesses, continues to turn in double-digit increases in ad revenue.

NO signs of ad market headwinds at @YouTube as revenue growth accelerates for second straight quarter $GOOGL [image]
2026-07-23 View on X
Financial Times

Google reports Q2 free cash flow at negative $5.9B amid increased AI infrastructure spending, marking its first cash burn since going public in August 2004

Search giant says it will commit up to $205bn to AI investments in 2026  —  Google burned through cash in the second quarter …

2026-06-17
“Those copycats up north aren't going to be stealing this one” — @evanspiegel @specs @Snap $SNAP [image]
2026-06-17 View on X
The Verge

Snap unveils $2,195 Specs, its first “fully standalone” AR glasses, which have a 51-degree field of view, set to ship “this fall” in the US, the UK, and France

The new Specs are priced at $2,195, and you can preorder them starting today.

2026-05-06
$META is coming...(soon)
2026-05-06 View on X
The Information

Sources: Meta is building an OpenClaw-inspired agent, internally called Hatch and powered by its Muse Spark model, and an agentic shopping tool in Instagram

Meta Platforms is building a consumer version of the AI agent OpenClaw and a new agentic shopping tool, people familiar with the efforts said …

2026-04-22
New OpenAI image 2.0 is insane — look how it turned this into that in seconds [image]
2026-04-22 View on X
The Verge

OpenAI releases ChatGPT Images 2.0 with new “thinking capabilities”, allowing it to search the web to help it create multiple images from a single prompt

The update allows ChatGPT Images 2.0 to create a series of images based on one prompt.

2026-04-21
New OpenAI image 2.0 is insane — look how it turned this into that in seconds [image]
2026-04-21 View on X
The Verge

OpenAI releases ChatGPT Images 2.0 with new “thinking capabilities”, allowing it to search the web to help it create multiple images from a single prompt

The update allows ChatGPT Images 2.0 to create a series of images based on one prompt.

2026-04-17
Netflix clearly flexing their long-term pricing power $NFLX “we think we are delivering one of the best entertainment values that has ever existed...in the US right now, Netflix subscribers are paying the least per hour of viewing compared to other SVOD offerings...in some cases, you'd have to pay 2x per hour to get a competitive service.”
2026-04-17 View on X
Bloomberg

Netflix reports Q1 revenue up 16% YoY to $12.25B, vs. $12.2B est., net income up 83% YoY to $5.28B, and forecasts Q2 EPS and revenue below est.; NFLX drops 10%+

Netflix Inc. gave a forecast for the second quarter that fell short of analysts expectations, sending the shares down in extended trading.

2026-04-16
Netflix clearly flexing their long-term pricing power $NFLX “we think we are delivering one of the best entertainment values that has ever existed...in the US right now, Netflix subscribers are paying the least per hour of viewing compared to other SVOD offerings...in some
2026-04-16 View on X
Bloomberg

Netflix reports Q1 revenue up 16% YoY to $12.3B, vs. $12.2B est., net income of $5.28B, and forecasts Q2 EPS below estimates; NFLX drops 8%+ after hours

Netflix Inc. gave a forecast for the second quarter that fell short of analysts expectations, sending the shares down in extended trading.

Netflix clearly flexing their long-term pricing power $NFLX “we think we are delivering one of the best entertainment values that has ever existed...in the US right now, Netflix subscribers are paying the least per hour of viewing compared to other SVOD offerings...in some
2026-04-16 View on X
Wall Street Journal

Netflix chairman and co-founder Reed Hastings will step down from the company's board after his term expires in June to focus on philanthropy and other pursuits

Co-founder won't stand for re-election to the board, Netflix says in first earnings report since pulling out of Warner Discovery bid

2026-04-01
“This is essentially a “comedy of errors” in the tech world. To understand why people are losing their minds over this, imagine a high-security vault company accidentally leaving the master blueprints and the keys in a trash can outside their front door.” via Gemini prompt,
2026-04-01 View on X
CNBC

Anthropic confirms it accidentally leaked part of Claude Code's source code, calling it “a release packaging issue caused by human error, not a security breach”

Anthropic leaked part of the internal source code for its popular artificial intelligence coding assistant, Claude Code, the company confirmed on Tuesday.

“This is essentially a “comedy of errors” in the tech world. To understand why people are losing their minds over this, imagine a high-security vault company accidentally leaving the master blueprints and the keys in a trash can outside their front door.” via Gemini prompt,
2026-04-01 View on X
Wall Street Journal

Anthropic is racing to contain the fallout after accidentally leaking Claude Code's source code, issuing a copyright takedown request to remove 8,000+ copies

Developer issues copyright takedown request in bid to prevent competitors from cloning coding tool's features

2026-02-10
Spotify co-CEO @GustavS comes out swinging on @Spotify Q4 2025 earnings call confident that Spotify will be an AI winner vs. market fears of an AI loser. $SPOT
2026-02-10 View on X
Bloomberg

Spotify reports Q4 revenue up 13% YoY to €4.5B, MAUs up 11% to 751M, above estimates, and Premium users up 10% to 290M; SPOT closes up 14.75%

Spotify Technology SA, the Swedish music streaming giant, signed up significantly more users than analysts expected …

2026-02-07
Will be fascinating to see how the DoJ could possibly conclude that Netflix has 50% or more market share of subscription streaming, let the actual competitive category of streaming TV and linear TV.  Remember, Netflix+HBO is still smaller market share than Disney and YouTube. ..
2026-02-07 View on X
Wall Street Journal

A civil subpoena shows the US DOJ is investigating Netflix for potential anticompetitive tactics as DOJ probes the company's proposed acquisition of WBD

As it probes bids for Warner, the department is asking if the streamer has engaged in conduct that could make it a monopoly