Offshore
Photo
Dimitry Nakhla | Babylon Capital®
ServiceNow $NOW Q4 2025 Report 🗓️
✅ REV: $3.56B (+20% YoY)
✅ EPS: $0.92 (+26% YoY) https://t.co/2zw7MIOQxM
tweet
ServiceNow $NOW Q4 2025 Report 🗓️
✅ REV: $3.56B (+20% YoY)
✅ EPS: $0.92 (+26% YoY) https://t.co/2zw7MIOQxM
tweet
Offshore
Photo
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
tweet
$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
tweet
Offshore
Photo
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
tweet
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
tweet
Offshore
Photo
Fiscal.ai
RT @StockMKTNewz: Tesla $TSLA brought in $94.8 Billion of Revenue in 2025 up from $31.5B in 2020 https://t.co/j4W96DOkXp
tweet
RT @StockMKTNewz: Tesla $TSLA brought in $94.8 Billion of Revenue in 2025 up from $31.5B in 2020 https://t.co/j4W96DOkXp
tweet
Offshore
Photo
The Few Bets That Matter
Keep in mind that $META expenses include depreciation and amortization.
You can’t complain twice; once when CapEx is spent, and again later when D&A hits margins.
Chose your poison.
From a cash perspective, the money was already spent when the infrastructure was bought. D&A impacts the P&L, not actual cash flow.
So if margins start to look compressed, check FCF instead of net income. Cash generation will stay strong even if margins and net income take a hit.
If anything, the income is used for taxes so it could reduce them which would be a net positive for $META without any impact on its cash generation.
This will matter a lot when looking at hyperscalers the next few quarters.
Understand the difference.
tweet
Keep in mind that $META expenses include depreciation and amortization.
You can’t complain twice; once when CapEx is spent, and again later when D&A hits margins.
Chose your poison.
From a cash perspective, the money was already spent when the infrastructure was bought. D&A impacts the P&L, not actual cash flow.
So if margins start to look compressed, check FCF instead of net income. Cash generation will stay strong even if margins and net income take a hit.
If anything, the income is used for taxes so it could reduce them which would be a net positive for $META without any impact on its cash generation.
This will matter a lot when looking at hyperscalers the next few quarters.
Understand the difference.
$META EXPECTS FULL YEAR 2026 EXPENSES TO BE IN THE RANGE OF $162B-$169B
"Majority of expense growth infrastructure costs" 🤯 https://t.co/xMVRrMsPKt tweet
Offshore
Photo
The Few Bets That Matter
$TSLA closing FY25
Down 3% in revenues.
Down 47% in income.
Stock up 14% YoY.
How can't you love this company? https://t.co/anOoEyrenS
tweet
$TSLA closing FY25
Down 3% in revenues.
Down 47% in income.
Stock up 14% YoY.
How can't you love this company? https://t.co/anOoEyrenS
tweet
Offshore
Photo
The Few Bets That Matter
$MSFT backlog pulling an $ORCL.
I guess those won't ever be paid as well because AI is a bubble which generates no cash and spending will fade. https://t.co/4nbGn3jlo7
tweet
$MSFT backlog pulling an $ORCL.
I guess those won't ever be paid as well because AI is a bubble which generates no cash and spending will fade. https://t.co/4nbGn3jlo7
tweet
Offshore
Photo
Brady Long
RT @thisguyknowsai: ChatGPT didn’t replace work.
It replaced thinking about work.
@genspark_ai replaces the work itself.
($100M ARR in 9 months btw)
Genspark just rolled out AI Workspace 2.0 and it’s one of the most impressive things I've seen this year.
Here’s what I asked it to do 👇 https://t.co/mClKALjmgR
tweet
RT @thisguyknowsai: ChatGPT didn’t replace work.
It replaced thinking about work.
@genspark_ai replaces the work itself.
($100M ARR in 9 months btw)
Genspark just rolled out AI Workspace 2.0 and it’s one of the most impressive things I've seen this year.
Here’s what I asked it to do 👇 https://t.co/mClKALjmgR
tweet