Offshore
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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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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
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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 tweet
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The Few Bets That Matter
$META quarter is another great sign for the market.
🔹Engagement and ad pricing keep rising; we’re clearly not near the AI optimization ceiling yet.
🔹Guidance points to continued double-digit growth, meaning AI does and will continue to deliver returns.
🔹Capex was raised again, which tells you compute demand and buildouts aren't slowing.
In short: AI is generating cash, and they want more of it.
What a company.
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$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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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 👇
tweet
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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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Wow...
Microsoft's CapEx grew 89% YoY.
That's their largest CapEx increase ever.
$MSFT https://t.co/kbK2diVdSZ
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Dimitry Nakhla | Babylon Capital®
ServiceNow $NOW Q4 2025 Report 🗓️
✅ REV: $3.56B (+20% YoY)
✅ EPS: $0.92 (+26% YoY) https://t.co/2zw7MIOQxM
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ServiceNow $NOW Q4 2025 Report 🗓️
✅ REV: $3.56B (+20% YoY)
✅ EPS: $0.92 (+26% YoY) https://t.co/2zw7MIOQxM
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App Economy Insights
$MSFT Microsoft Q2 FY26 (Dec. quarter):
☁️ Azure +38% fx neutral.
• Revenue +17% Y/Y to $81.3B ($1.0B beat).
• Gross margin 68% (-1pp Y/Y)
• Operating margin 47% (+2pp Y/Y).
• Non-GAAP EPS $4.14 ($0.22 beat).
• $10B gains from investments in OpenAI. https://t.co/mkyLQ1qsHo
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$MSFT Microsoft Q2 FY26 (Dec. quarter):
☁️ Azure +38% fx neutral.
• Revenue +17% Y/Y to $81.3B ($1.0B beat).
• Gross margin 68% (-1pp Y/Y)
• Operating margin 47% (+2pp Y/Y).
• Non-GAAP EPS $4.14 ($0.22 beat).
• $10B gains from investments in OpenAI. https://t.co/mkyLQ1qsHo
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God of Prompt
How People Really Use ChatGPT — Smart Uses You Haven’t Tried
Unlock AI’s full potential now.
• Use work hacks
• Enhance personal growth
• Explore smart uses
🔗 Click below to read more:
https://t.co/L4yfKUASB1 https://t.co/a0owOf63Hs
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How People Really Use ChatGPT — Smart Uses You Haven’t Tried
Unlock AI’s full potential now.
• Use work hacks
• Enhance personal growth
• Explore smart uses
🔗 Click below to read more:
https://t.co/L4yfKUASB1 https://t.co/a0owOf63Hs
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