2024-12-10
$ORCL said GPU consumption up 336% yoy
CNBC
Oracle reports Q2 revenue up 9% YoY to $14.06B, vs. $14.1B est., and signs a deal with Meta to train Llama models on Oracle's cloud; ORCL drops 7%+
Larry Ellison's Fortune Loses $15 Billion Itai Levitan / Forexlive : Mixed signals in the market: Google soars while Oracle dives Andrew Kessel / Yahoo Finance : What Analysts Are ...
2024-10-31
Have to dig in to $META but muted reactions likely just a function of limited rev upside and guide- eps .78 beat but need to dig in if clean but revs not even a 1% beat; guide barely above street- capex tweaked up, Exps tweaked slightly down
CNBC
Meta's Reality Labs posts Q3 revenue up 29% YoY to $270M, vs. $310.4M est., and a $4.4B operating loss, vs. $4.68B est.; Reality Labs has lost $58B+ since 2020
Jonathan Vanian / CNBC :
Have to dig in to $META but muted reactions likely just a function of limited rev upside and guide- eps .78 beat but need to dig in if clean but revs not even a 1% beat; guide barely above street- capex tweaked up, Exps tweaked slightly down
Meta Investor Relations
Meta reports Q3 revenue up 19% YoY to $40.59B, net income up 35% YoY to $15.69B, and family daily active people up 5% YoY to 3.29B on average for September 2024
Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended September 30, 2024.
2024-10-15
Just fyi, the $ASML 2025 revenue targets were given at the 2022 investor day- mgmt has chosen to bless them as recently as the q2 call despite risks seemingly rising and backlog coverage exiting '25 being the lowest in years
Bloomberg
ASML reports Q3 order bookings down 53% QoQ to €2.6B, far below €5.39B est., and Q3 net income of €2.1B, in results apparently released early; ASML drops 15%+
Cagan Koc / Bloomberg :
2024-04-02
Economic gravity takes over, according to Adweek
Adweek
AI search engine Perplexity, whose website said that search should be “free from the influence of advertising-driven models”, says the startup plans to sell ads
2023-04-10
Not always great correlation with reported results but a big gap for $AAPL to make up for regardless- q4 IDC was down 10% and Mac revs down 29% - many past Qs was overstated though too https://twitter.com/...
IDC
Apple's Mac shipments fell 40.5% YoY globally in Q1 2023, the largest drop among PC makers, as combined PC shipments fell 29% YoY to 56.9M units
Weak demand, excess inventory, and a worsening macroeconomic climate were all contributing factors for the precipitous drop in shipments …
2023-03-16
Another AI demo fail as people rush things out in the hype cycle race https://twitter.com/...
Bloomberg
Baidu announces its Ernie Bot in a pre-recorded video, with founder Robin Li talking over a scripted video of interactions with the AI; BIDU drops 5%+
Baidu Inc. debuted China's answer to ChatGPT via a recorded video, disappointing investors hoping for a real-time demo …
2023-02-02
$META eps are 3/shr vs. 2.22 consensus when backing out the restructuring charges- so this seems to be a homerun all around- rev and eps beat, decent guide and lower exps and capex into '23 with a very reasonable valuation- stock now up over 100% from the Cramer tears low
New York Times
Meta took a $4.2B restructuring charge in Q4, which included costs for early office space terminations, data center redesigns, and severance for laid-off staff
Mike Isaac / New York Times :
$META eps are 3/shr vs. 2.22 consensus when backing out the restructuring charges- so this seems to be a homerun all around- rev and eps beat, decent guide and lower exps and capex into '23 with a very reasonable valuation- stock now up over 100% from the Cramer tears low
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.
2023-01-02
Was inevitable if only half paying attention https://twitter.com/...
Tom's Hardware
Report: AMD, Intel, Nvidia, and others are slashing their TSMC orders, which could reduce the contract manufacturer's Q1 2023 sales by an estimated 15% QoQ
2023-01-01
Was inevitable if only half paying attention https://twitter.com/...
Tom's Hardware
Report: AMD, Intel, Nvidia, and others are slashing their TSMC orders, which could reduce the contract manufacturer's Q1 2023 sales by an estimated 15% QoQ
Large customers revise orders to TSMC due to the economy slowdown. — Being the world's No. 1 foundry, TSMC was almost immune …