Offshore
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Quartr
$TSLA Q4 2025
Revenue -3%
*Automotive -11%
*Energy Gen. & Storage +25%
Gross Profit +20%
*marg. 20.1% (16.3)
EBIT -11%
*marg. 5.7% (6.2)
Adj. EBITDA -4%
*marg. 16.7% (16.9)
EPS -60%
FCF -30% https://t.co/XFRpbZKSjt
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$TSLA Q4 2025
Revenue -3%
*Automotive -11%
*Energy Gen. & Storage +25%
Gross Profit +20%
*marg. 20.1% (16.3)
EBIT -11%
*marg. 5.7% (6.2)
Adj. EBITDA -4%
*marg. 16.7% (16.9)
EPS -60%
FCF -30% https://t.co/XFRpbZKSjt
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Offshore
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Dimitry Nakhla | Babylon Capital®
Microsoft $MSFT Q2 2026 Report 🗓️
✅ REV: $81.27B (+17% YoY)
✅ EPS: $4.14 (+28% YoY)
☁️ MICROSOFT CLOUD: $51.5B (+26% YoY) & commercial remaining performance obligation increased 110% to $625B https://t.co/w9A14JtO46
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Microsoft $MSFT Q2 2026 Report 🗓️
✅ REV: $81.27B (+17% YoY)
✅ EPS: $4.14 (+28% YoY)
☁️ MICROSOFT CLOUD: $51.5B (+26% YoY) & commercial remaining performance obligation increased 110% to $625B https://t.co/w9A14JtO46
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Offshore
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App Economy Insights
$META Meta Q4 FY25:
👨👩👧👦 Daily active people +7% Y/Y to 3.58B.
👀 Ad impressions +18% Y/Y.
• Revenue +24% Y/Y to $59.9B ($1.4B beat).
• EPS $8.88 ($0.66 beat).
• FY26 Capex $115-135B (vs. $72B in FY25). https://t.co/Y88M2O3TdD
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$META Meta Q4 FY25:
👨👩👧👦 Daily active people +7% Y/Y to 3.58B.
👀 Ad impressions +18% Y/Y.
• Revenue +24% Y/Y to $59.9B ($1.4B beat).
• EPS $8.88 ($0.66 beat).
• FY26 Capex $115-135B (vs. $72B in FY25). https://t.co/Y88M2O3TdD
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Offshore
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Quartr
$MSFT Q2 2026
Revenue +17%
*Prod. & Business +16%
*Intelligent Cloud +29%
*Pers. Computing -3%
*Azure +39%
*LinkedIn +11%
*Xbox C&S -5%
EBIT +21%
*marg. 47.1% (45.5)
EPS +60% https://t.co/fFviuP0Dr7
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$MSFT Q2 2026
Revenue +17%
*Prod. & Business +16%
*Intelligent Cloud +29%
*Pers. Computing -3%
*Azure +39%
*LinkedIn +11%
*Xbox C&S -5%
EBIT +21%
*marg. 47.1% (45.5)
EPS +60% https://t.co/fFviuP0Dr7
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Offshore
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Dimitry Nakhla | Babylon Capital®
Meta $META Q4 2025 Report 🗓️
✅ REV: $59.89B (+24% YoY)
✅ EPS: $8.88 (+11% YoY)
💵 Ad impressions +18% YoY
💰 Average price per ad +6% YoY https://t.co/AX36CVwt5u
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Meta $META Q4 2025 Report 🗓️
✅ REV: $59.89B (+24% YoY)
✅ EPS: $8.88 (+11% YoY)
💵 Ad impressions +18% YoY
💰 Average price per ad +6% YoY https://t.co/AX36CVwt5u
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Offshore
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Fiscal.ai
Microsoft's cloud backlog just exploded.
Commercial Remaining Performance Obligations grew 110% YoY.
$MSFT https://t.co/XULMnXL70d
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Microsoft's cloud backlog just exploded.
Commercial Remaining Performance Obligations grew 110% YoY.
$MSFT https://t.co/XULMnXL70d
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Offshore
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God of Prompt
RT @godofprompt: Telling an LLM to "act as an expert" is lazy and doesn't work.
I tested 47 persona configurations across Claude, GPT-4, and Gemini.
Generic personas = 60% quality
Specific personas = 94% quality
Here's how to actually get expert-level outputs: https://t.co/iFZPTtp6Oh
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RT @godofprompt: Telling an LLM to "act as an expert" is lazy and doesn't work.
I tested 47 persona configurations across Claude, GPT-4, and Gemini.
Generic personas = 60% quality
Specific personas = 94% quality
Here's how to actually get expert-level outputs: https://t.co/iFZPTtp6Oh
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Offshore
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Quartr
$META Q4 2025
"I'm looking forward to advancing personal superintelligence for people around the world in 2026" - Mark Zuckerberg
DAP +7%
Ad impressions +18%
Avg. price per ad +6%
Revenue +24%
EBIT +6%
*marg. 41% (48)
EPS +11% https://t.co/2tsyNxHqNu
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$META Q4 2025
"I'm looking forward to advancing personal superintelligence for people around the world in 2026" - Mark Zuckerberg
DAP +7%
Ad impressions +18%
Avg. price per ad +6%
Revenue +24%
EBIT +6%
*marg. 41% (48)
EPS +11% https://t.co/2tsyNxHqNu
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