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VOICE ARCHIVE

@thetranscript_

@thetranscript_
488 posts
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
$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

$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 …

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 …

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.

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

$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

2026-02-04
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.

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
Bloomberg

Uber says it plans to expand its robotaxi services to Hong Kong, Madrid, Houston, and Zurich in 2026; Hong Kong will be Uber's first autonomous market in Asia

Uber Technologies Inc. will expand its robotaxi services to include Hong Kong and Madrid as the ride-hailing giant pours hundreds …

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]
2026-02-04 View on X
Alphabet

Alphabet reports Q4 revenue up 18% YoY to $113.8B, Google Cloud revenue up 48% to $17.7B, Google Services revenue up 14% to $95.9B, 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.

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 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 …

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

2026-01-31
$AAPL CEO @tim_cook was non-committal on specific strategies to offset rising memory costs, citing a range of options. “It's a range. And so I don't want to get more specific than that. I mean, there are different levers that we can push, and who knows how successful they'll be.
2026-01-31 View on X
Reuters

Apple expects Q2 revenue to grow 13% to 16% YoY, vs. 10% est.; it's currently constrained by iPhone processor supply and expects memory costs to rise after Q2

2026-01-30
$AAPL CEO @tim_cook was non-committal on specific strategies to offset rising memory costs, citing a range of options. “It's a range. And so I don't want to get more specific than that. I mean, there are different levers that we can push, and who knows how successful they'll be.
2026-01-30 View on X
Apple

Apple Q1: iPhone up 23% YoY to $85.27B, vs. $78.65B est., Mac down 7% to $8.39B, iPad up 6% to $8.6B, and Wearables, Home, and Accessories down 2% to $11.49B

All-time records for total company revenue and EPS  —  iPhone and Services revenue reach new all-time highs

$AAPL CEO @tim_cook was non-committal on specific strategies to offset rising memory costs, citing a range of options. “It's a range. And so I don't want to get more specific than that. I mean, there are different levers that we can push, and who knows how successful they'll be.
2026-01-30 View on X
CNBC

Apple reports Q1 revenue up 16% YoY to $143.76B, vs. $138.48B est., net income up 16% YoY to $42.1B, and EPS of $2.84, above $2.67 est.

Apple reported fiscal first-quarter earnings on Thursday that surpassed expectations, with revenue soaring 16% on an annual basis.