Dimitry Nakhla | Babylon Capital®
Fair Isaac $FICO Q1 2026 Report 🗓️

✅ REV: $512M (+16% YoY)
✅ EPS: $7.33 (+27% YoY)

📊 Scores Revenues $304.5M, +29% YoY https://t.co/XjsblxElWD
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App Economy Insights
$TSLA Tesla Q4 FY25:

• Revenue -3% Y/Y to $24.9B ($0.1B beat).
• Gross margin 20% (+4pp Y/Y).
• Operating margin 6% (flat Y/Y).
• Capex -14% Y/Y to $2.4B.
• Free cash flow -30% Y/Y to $1.4B.
• Non-GAAP EPS $0.50 ($0.05 beat). https://t.co/2q57DbhB0V
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Fiscal.ai
Microsoft Q4 Revenue by Segment

Azure +39%
Microsoft 365 Consumer +29%
Microsoft 365 Commercial +17%
LinkedIn +11%
Dynamics 365 +19%
Windows +1%
Xbox -5%
Search & News +10%

$MSFT: -3.7% after hours https://t.co/hRXG01j79X
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God of Prompt
RT @prompt_copilot: Grammarly fixes your writing.

💫 https://t.co/7vzwuTo8vA fixes your prompts.

> Prompt enhancement
> Autocomplete
> Context profiles

Chrome extension for ChatGPT, Gemini, Perplexity.

Start your free trial 👉 https://t.co/TKMMCzVWj1 https://t.co/gZhh1ozINU
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Fiscal.ai
Meta just crushed expectations for advertising revenue.

Ad Impressions: +16%
Price per Ad: +6%

$META https://t.co/A62d57pA3v
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Fiscal.ai
Meta just crushed expectations for advertising revenue.

Ad Impressions: +18%
Price per Ad: +6%

$META https://t.co/5HgFavn14f
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Fiscal.ai
Meta Q4 Results

Revenue +24%
Operating Income +6%
Adj. EPS +11%
Daily Active People +7%
Ad Impressions +18%
Price per Ad +6%

$META: +7.3% after hours https://t.co/DB9Gqsq5q8
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Illiquid
They’ve been telling us since November y’all. $meta

Mag 7 updates (yawn?) - $meta

“Since launching GEM earlier this year, GEM’s launch across Facebook and Instagram has delivered a 5% increase in ad conversions on Instagram and a 3% increase in ad conversions on Facebook Feed in Q2.”

https://t.co/G1JKUui5Rk - Illiquid
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The Few Bets That Matter
$META quarter is another great sign for the market.

🔹Engagement and ad pricing keep rising; we’re clearly not near the AI optimization ceiling yet.

🔹Guidance points to continued double-digit growth, meaning AI does and will continue to deliver returns.

🔹Capex was raised again, which tells you compute demand and buildouts aren't slowing.

In short: AI is generating cash, and they want more of it.
What a company.
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Brady Long
RT @thisguyknowsai: Most “AI for research” tools just add another workflow.

more tabs. more uploads. more mess.

@scispace quietly fixed the actual problem.

so I stress-tested the new Agent updates 👇
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Fiscal.ai
Wow...

Microsoft's CapEx grew 89% YoY.

That's their largest CapEx increase ever.

$MSFT https://t.co/kbK2diVdSZ
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