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VOICE ARCHIVE

@thetranscript_

@thetranscript_
493 posts
2026-04-16
TSMC Q1 2026 results [NTD, YoY]: —Net revenue: +35.1% to 1,134.1B —Operating income: +61.9% to 658.97B —Operating margin: +9.6pp to 58.1% —Net profit: +58.3% to 572.48B —Net profit margin: +7.4pp to 50.5% —EPS: +58.3% to NTD 22.08 $TSM $TSMC [image]
2026-04-16 View on X
CNBC

TSMC reports Q1 revenue up 35.1% YoY to ~$35B, net income up 58.3% YoY to ~$18B, both above est., and says 7nm or smaller chips were ~74% of its wafer revenue

Taiwan Semiconductor Manufacturing Company on Thursday reported a 58% increase in first-quarter profit, beating estimates and hitting …

2026-03-13
Adobe double beat + begins CEO succession process after 18 years of leadership from Shantanu Narayen, who will remain Board Chair. CEO: “Adobe delivered record Q1 results with AI-first ARR more than tripling year over year and subscription revenue growing 13%” $ADBE: -7% AH [image]
2026-03-13 View on X
Reuters

Adobe will pay a $75M fine and provide $75M in free services to users to resolve a US government lawsuit accusing it of concealing termination fees, and more

Adobe (ADBE.O) said on Friday it will pay $75 million to resolve a U.S. government lawsuit accusing the Photoshop and Acrobat maker …

Adobe double beat + begins CEO succession process after 18 years of leadership from Shantanu Narayen, who will remain Board Chair. CEO: “Adobe delivered record Q1 results with AI-first ARR more than tripling year over year and subscription revenue growing 13%” $ADBE: -7% AH [image]
2026-03-13 View on X
Reuters

Adobe reports Q1 revenue up 12% YoY to $6.4B, vs. $6.28B est., adjusted EPS above estimates, and forecasts Q2 revenue between $6.43B and $6.48B, vs. $6.43B est.

as pressure on the company mounts to deliver on AIDigiTimes:Adobe reports strong earnings as CEO announces planned departure

Adobe double beat + begins CEO succession process after 18 years of leadership from Shantanu Narayen, who will remain Board Chair. CEO: “Adobe delivered record Q1 results with AI-first ARR more than tripling year over year and subscription revenue growing 13%” $ADBE: -7% AH [image]
2026-03-13 View on X
CNBC

Adobe says CEO Shantanu Narayen will step down after it names his successor; Narayen became CEO in 2007 and will stay on as chair of the board; ADBE drops 6%+

Adobe said CEO Shantanu Narayen will step down after a successor has been appointed, and he will remain as the design software company's chair.

2026-03-11
$ORCL Oracle's Remaining Performance Obligations were up 325% YoY & 5.5% QoQ to $553B “Most of the increase in RPO in Q3 related to large scale AI contracts where Oracle does not expect to have to raise any incremental funds to support these contracts as most of the equipment [image]
2026-03-11 View on X
CNBC

Oracle reports Q3 revenue up 22% YoY to $17.19B, above $16.91B est., net income up 27% YoY to $3.72B, and cloud revenue up 44% YoY to $8.9B; ORCL jumps 10%+

Oracle shares rose as much as 10% in extended trading on Tuesday after the software vendor reported quarterly results …

2026-02-26
Snowflake CEO: “...another strong quarter with product revenue of $1.23B, up 30% Y/Y, and remaining performance obligations totaling $9.77B, up 42% Y/Y,” $SNOW: -3% AH [image]
2026-02-26 View on X
Reuters

Snowflake reports Q4 product revenue up 30% YoY to $1.23B, above $1.18B est., and forecasts Q1 and FY 2027 product revenue above estimates

Snowflake (SNOW.N) forecast fiscal 2027 product revenue above Wall Street estimates on Wednesday, a sign that new clients are turning …

2026-02-11
LYFT CFO: “We delivered record financial performance in 2025 across all metrics, including all-time-high cash flow generation exceeding $1.1 billion...we remain right on track to hit our long-term targets.” $LYFT: -15% AH [image]
2026-02-11 View on X
Reuters

Lyft reports Q4 revenue up 3% YoY to $1.59B, below $1.76B est., forecasts Q1 adjusted EBITDA below est., and announces a $1B share buyback; LYFT drops 13%+

Lyft (LYFT.O) forecast first-quarter adjusted core profit below expectations on Tuesday as severe U.S. winter storms weigh on demand …

CloudFlare CEO @eastdakota: “We had an exceptionally strong end to 2025. In Q4, we closed our largest annual contract value deal ever—averaging $42.5 million per year—and total new ACV grew nearly 50 percent year-over-year, our fastest growth rate since 2021” $NET: +8% AH [image]
2026-02-11 View on X
SiliconANGLE

Cloudflare reports Q4 revenue up 34% YoY to $614.5M, above $591.3M est., a $12.1M net loss, and forecasts full-year and Q1 revenue above est.; NET jumps 10%+

Shares of the cloud content delivery network CloudFlare Inc. jumped more than 14% in extended trading on the back of a solid top …

2026-02-06
Reddit CEO: “2025 was a breakout year for Reddit...We crossed $2.2B in revenue, up 69%Y/Y, and delivered $530M in net income. In Q4 alone, we welcomed over 121M DAUs to our platform, +19% Y/Y...” Launches a $1B buyback program. $RDDT: +6% AH [image]
2026-02-06 View on X
CNBC

Reddit reports Q4 revenue up 70% YoY to $726M, vs. $665M est., DAUq up 19% to 121.4M, above est., forecasts Q1 revenue above est., announces a $1B share buyback

Reddit shares rose 5% in after-hours trading Thursday after the company reported fourth-quarter earnings that beat on the top …

$AMZN CEO @ajassy guides to ~$200B capex in FY26, up 52% YoY from $131.8B in FY25. “With such strong demand for our existing offerings and seminal opportunities ...we expect to invest about $200B in capex across Amazon in 2026 & anticipate strong long-term ROIC” [image]
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 CEO @ajassy guides to ~$200B capex in FY26, up 52% YoY from $131.8B in FY25. “With such strong demand for our existing offerings and seminal opportunities ...we expect to invest about $200B in capex across Amazon in 2026 & anticipate strong long-term ROIC” [image]
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

2026-02-05
Alphabet CEO guiding to $175-185B in FY26 capex vs $91.4B in FY25 [YoY increase of ~92-102%] “To meet customer demand and capitalize on the growing opportunities we have ahead of us, our 2026 CapEx investments are anticipated to be in the range of $175 to $185B.” $GOOG $GOOGL [image]
2026-02-05 View on X
Alphabet

Alphabet reports Q4 revenue up 18% YoY to $113.83B, above $111.43B est., Cloud revenue up 48% to $17.66B, vs. $16.18B est., and net income up 30% to $34.46B

MOUNTAIN VIEW, Calif. - February 4, 2026 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended December 31, 2025.

$AMZN CEO @ajassy guides to ~$200B capex in FY26, up 52% YoY from $131.8B in FY25. “With such strong demand for our existing offerings and seminal opportunities ...we expect to invest about $200B in capex across Amazon in 2026 & anticipate strong long-term ROIC” [image]
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

Reddit CEO: “2025 was a breakout year for Reddit...We crossed $2.2B in revenue, up 69%Y/Y, and delivered $530M in net income. In Q4 alone, we welcomed over 121M DAUs to our platform, +19% Y/Y...” Launches a $1B buyback program. $RDDT: +6% AH [image]
2026-02-05 View on X
CNBC

Reddit reports Q4 revenue up 70% YoY to $726M, vs. $665M est., DAUq up 19% to 121.4M, above est., forecasts Q1 revenue above est., announces a $1B share buyback

2026-02-04
Uber CEO: “Uber accelerated into another record-breaking quarter, with more than 200M monthly users completing more than 40M trips every day—our largest and most engaged consumer base ever” $UBER: -5% Pre-Market [image]
2026-02-04 View on X
Wall Street Journal

Uber reports Q4 revenue up 20% YoY to $14.37B, Gross Bookings up 22% YoY to $54.1B, trips up 22% YoY to 3.8B, and a $296M net income, below est.; UBER falls 5%+

Revenue jumped 20% to $14.37 billion  —  Uber Technologies logged a jump in fourth-quarter revenue, boosted by higher trip volumes …

AMD CEO @LisaSu: “2025 was a defining year for AMD, with record revenue and earnings driven by strong execution and broad- based demand for our high-performance and AI platforms. We are entering 2026 with strong momentum across our business,...” $AMD: -5% AH [image]
2026-02-04 View on X
The Verge

On AMD's Q4 earnings call, CEO Lisa Su says Microsoft's next-gen Xbox “is progressing well to support a launch in 2027” and will feature an AMD semi-custom SoC

AMD says it's ready to support Microsoft launching its next Xbox as soon as next year.

When you see the drawdown on your saas stock: [image]
2026-02-04 View on X
Wall Street Journal

Software and data stocks plunge over fears that new AI developments will supplant software; ADBE fell 7.31%, CRM 6.85%, and Thomson Reuters 15.83% on Tuesday

From Legalzoom.com and Expedia to Ares and Apollo, shares of companies that sell or invest in software fell sharply on Tuesday

$AMD CFO: “Our record fourth quarter and full-year results demonstrate AMD's ability to deliver profitable growth at scale. We achieved record non-GAAP operating income and free cash flow...” [image]
2026-02-04 View on X
The Verge

On AMD's Q4 earnings call, CEO Lisa Su says Microsoft's next-gen Xbox “is progressing well to support a launch in 2027” and will feature an AMD semi-custom SoC

AMD says it's ready to support Microsoft launching its next Xbox as soon as next year.

AMD CEO @LisaSu: “2025 was a defining year for AMD, with record revenue and earnings driven by strong execution and broad- based demand for our high-performance and AI platforms. We are entering 2026 with strong momentum across our business,...” $AMD: -5% AH [image]
2026-02-04 View on X
Bloomberg

AMD reports Q4 revenue up 34% YoY to $10.3B, Data Center revenue up 39% YoY to $5.4B, and forecasts Q1 revenue at $9.8B, below $10B projections; AMD drops 15%+

Advanced Micro Devices Inc. shares tumbled in late trading after the chipmaker's sales forecast underwhelmed investors …

$AMD CFO: “Our record fourth quarter and full-year results demonstrate AMD's ability to deliver profitable growth at scale. We achieved record non-GAAP operating income and free cash flow...” [image]
2026-02-04 View on X
Bloomberg

AMD reports Q4 revenue up 34% YoY to $10.3B, Data Center revenue up 39% YoY to $5.4B, and forecasts Q1 revenue at $9.8B, below $10B projections; AMD drops 15%+

Advanced Micro Devices Inc. shares tumbled in late trading after the chipmaker's sales forecast underwhelmed investors …