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Amazon $AMZN is overhauling its compensation model to favor employees who deliver over time. Those rated “Top Tier” for four straight years can now earn up to 110% of their pay band, a jump from the previous 100% cap. Meanwhile, first-time Top Tier performers will see reduced payouts at 70%, down from 80%.
The update aligns Amazon with other Big Tech firms tightening pay policies and linking comp more closely to sustained performance. Stock awards remain a big part of pay, but employees can still opt for a 25% cash alternative under a pilot program.
Source: Business Insider
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Amazon $AMZN is overhauling its compensation model to favor employees who deliver over time. Those rated “Top Tier” for four straight years can now earn up to 110% of their pay band, a jump from the previous 100% cap. Meanwhile, first-time Top Tier performers will see reduced payouts at 70%, down from 80%.
The update aligns Amazon with other Big Tech firms tightening pay policies and linking comp more closely to sustained performance. Stock awards remain a big part of pay, but employees can still opt for a 25% cash alternative under a pilot program.
Source: Business Insider
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Wall St Engine
RT @wallstengine: Polymarket odds for Fed moves:
May: 99% chance of no change
June: 63% chance of no change
July: 45% chance of no change https://t.co/kYGYOdQ1ZS
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RT @wallstengine: Polymarket odds for Fed moves:
May: 99% chance of no change
June: 63% chance of no change
July: 45% chance of no change https://t.co/kYGYOdQ1ZS
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Hidden Value Gems
RT @HiddenValueGems: If you are a Berkshire shareholder, will you sell some or all of your shares in the next 1-2 weeks following yesterday’s news?
- Yes
- No
- Haven’t decided yet
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RT @HiddenValueGems: If you are a Berkshire shareholder, will you sell some or all of your shares in the next 1-2 weeks following yesterday’s news?
- Yes
- No
- Haven’t decided yet
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Wall St Engine
OpenAI is shifting its for-profit arm into a Public Benefit Corporation (PBC), while keeping full control under its original non-profit.
The nonprofit will now also hold a major equity stake in the PBC, giving it more resources to support its mission as demand for AI tools like ChatGPT continues to surge.
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OpenAI is shifting its for-profit arm into a Public Benefit Corporation (PBC), while keeping full control under its original non-profit.
The nonprofit will now also hold a major equity stake in the PBC, giving it more resources to support its mission as demand for AI tools like ChatGPT continues to surge.
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Wall St Engine
Goldman notes 17% of S&P 500 $SPY firms gave Q2 guidance, and 45% gave FY—both close to average. But more companies than usual are keeping Full Year Guide unchanged, which they say reflects growing caution as firms hold off on updates due to uncertainty around tariff policy. https://t.co/E0ZDUWhmAd
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Goldman notes 17% of S&P 500 $SPY firms gave Q2 guidance, and 45% gave FY—both close to average. But more companies than usual are keeping Full Year Guide unchanged, which they say reflects growing caution as firms hold off on updates due to uncertainty around tariff policy. https://t.co/E0ZDUWhmAd
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Wall St Engine
S&P 500 Closing Bell Heatmap (May 05, 2025)
$SPY -0.56% 🟥
$QQQ -0.59% 🟥
$DJI -0.24% 🟥
$IWM -0.74% 🟥
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S&P 500 Closing Bell Heatmap (May 05, 2025)
$SPY -0.56% 🟥
$QQQ -0.59% 🟥
$DJI -0.24% 🟥
$IWM -0.74% 🟥
S&P 500 Opening Bell Heatmap (May 05, 2025)
$SPY -0.74% 🟥
$QQQ -0.81% 🟥
$DJI -0.49% 🟥
$IWM -0.89% 🟥 tweet
Wall St Engine
$PLTR | Palantir Q1'25 Earnings Highlights:
🔹 Revenue: $884M (Est. $862.8M) 🟢; UP +39% YoY
🔹 Adj EPS: $0.13 (Est. $0.13) 🟡
🔹 Adj EBITDA: $397M
🔹 Rule of 40 Score: 83%
Q2 Guidance:
🔹 Revenue: $934M–$938M (Est. $898.5M) 🟢
🔹 Adjusted Income from Operations: $401M–$405M
FY25 Guidance:
🔹 Revenue: $3.89B–$3.90B (Est. $3.75B) 🟢
🔹 U.S. Commercial Revenue Guidance: >$1.178B; UP +68% YoY
🔹 Adjusted Income from Operations: $1.711B–$1.723B
🔹 Adjusted Free Cash Flow: $1.6B–$1.8B
🔹 GAAP Operating Income and Net Income expected in every quarter
Q1 Segment & Regional Performance:
🔹 U.S. Revenue: $628M; UP +55% YoY, +13% QoQ
🔹 U.S. Commercial Revenue: $255M; UP +71% YoY, +19% QoQ
🔹 U.S. Government Revenue: $373M; UP +45% YoY, +9% QoQ
🔹 Total Customer Count: UP +39% YoY, +8% QoQ
🔹 Closed 139 deals ≥ $1M; 51 ≥ $5M; 31 ≥ $10M
Contract Metrics:
🔹 U.S. Commercial Total Contract Value (TCV): $810M; UP +183% YoY
🔹 U.S. Commercial Remaining Deal Value (RDV): $2.32B; UP +127% YoY, +30% QoQ
Other Metrics:
🔹 Adjusted Income from Operations: $391M; Margin 44%
🔹 GAAP Income from Operations: $176M; Margin 20%
🔹 Adjusted Free Cash Flow: $370M; Margin 42%
🔹 Cash from Operations: $310M; Margin 35%
🔹 Net Income: $214M; Margin 24%
🔹 Cash, Equivalents & U.S. Treasuries: $5.4B
CEO Alexander Karp's Commentary:
🔸 "We are in the middle of a tectonic shift in adoption, especially in the U.S. where revenue soared 55% YoY, and U.S. commercial revenue hit a $1B+ run rate."
🔸 "We’re delivering the operating system for the modern enterprise in the AI era. Hence, we’re raising full-year revenue guidance to +36% and U.S. commercial growth to +68%."
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$PLTR | Palantir Q1'25 Earnings Highlights:
🔹 Revenue: $884M (Est. $862.8M) 🟢; UP +39% YoY
🔹 Adj EPS: $0.13 (Est. $0.13) 🟡
🔹 Adj EBITDA: $397M
🔹 Rule of 40 Score: 83%
Q2 Guidance:
🔹 Revenue: $934M–$938M (Est. $898.5M) 🟢
🔹 Adjusted Income from Operations: $401M–$405M
FY25 Guidance:
🔹 Revenue: $3.89B–$3.90B (Est. $3.75B) 🟢
🔹 U.S. Commercial Revenue Guidance: >$1.178B; UP +68% YoY
🔹 Adjusted Income from Operations: $1.711B–$1.723B
🔹 Adjusted Free Cash Flow: $1.6B–$1.8B
🔹 GAAP Operating Income and Net Income expected in every quarter
Q1 Segment & Regional Performance:
🔹 U.S. Revenue: $628M; UP +55% YoY, +13% QoQ
🔹 U.S. Commercial Revenue: $255M; UP +71% YoY, +19% QoQ
🔹 U.S. Government Revenue: $373M; UP +45% YoY, +9% QoQ
🔹 Total Customer Count: UP +39% YoY, +8% QoQ
🔹 Closed 139 deals ≥ $1M; 51 ≥ $5M; 31 ≥ $10M
Contract Metrics:
🔹 U.S. Commercial Total Contract Value (TCV): $810M; UP +183% YoY
🔹 U.S. Commercial Remaining Deal Value (RDV): $2.32B; UP +127% YoY, +30% QoQ
Other Metrics:
🔹 Adjusted Income from Operations: $391M; Margin 44%
🔹 GAAP Income from Operations: $176M; Margin 20%
🔹 Adjusted Free Cash Flow: $370M; Margin 42%
🔹 Cash from Operations: $310M; Margin 35%
🔹 Net Income: $214M; Margin 24%
🔹 Cash, Equivalents & U.S. Treasuries: $5.4B
CEO Alexander Karp's Commentary:
🔸 "We are in the middle of a tectonic shift in adoption, especially in the U.S. where revenue soared 55% YoY, and U.S. commercial revenue hit a $1B+ run rate."
🔸 "We’re delivering the operating system for the modern enterprise in the AI era. Hence, we’re raising full-year revenue guidance to +36% and U.S. commercial growth to +68%."
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