The Transcript
We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |
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Ford CEO: "A great product is not enough in the EV business anymore. We have to be totally competitive on cost..The key levers to deliver this competitive cost structure are scalin...
Nvidia with a strong double beat for Q1 FY 24: Total Revs: -13% YoY Revenues by Segment YoY: —Data Center: +14% —Gaming: -38% —Professional Visualization: -53% —Automotive: +114%...
A few quotes from the Warren Buffett 2022 letter: 1. On share buybacks: "When you are told that all repurchases are harmful to shareholders or to the country, or particularly be...
A live thread with key quotes $MSFT Q2 23 call: 1. CEO @satyanadella starts off: "Just as we saw customers accelerate their digital spend during the pandemic, we are now seeing t...
Some snippets of key quotes from the Netflix Q4 22 earnings call. 🧵👇 1. Exiting $NFLX Co-CEO @reedhastings reflects on the journey so far: "It feels like yesterday was our IPO......
Short Thread with Key Quotes from the NYT DealBook Summit. 1. $META CEO on time allocation on the metaverse: "So still the vast majority of what we're doing is, and will continu...
$AMZN CEO Andy Jassy on various issues. 1. On the state of the consumer: "It's very clear that consumers are spending, but they are being very careful in trying to stretch thei...
Visa CEO this week on growth: 1. Cards: "We've now got about 4B credentials/cards around the world...Historically, that number had grown ~5% annually. More recently in several q...
Some Notes from John Malone's interview with @davidfaber: 1. In streaming, keep an eye on cash: “Whenever I talk to David [ $WBD CEO] the first word out of my mouth is, manage y...
A few live notes from the $WMT earnings call: 1. On inventory: "We've made good progress to improve our inventory position globally inventory is up 13% for the quarter...Inflati...
A few quotes from Powell's post #FOMC November Conference: 1. On rate increases: "At some point..it will become prudent to slow the pace of increases. There is significant unce...
In case you missed our threads earlier this week summarizing key takeaways from big tech earnings calls, here they are: 1. $AMZN: https://t.co/sCpJoWVvXG