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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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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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Fiscal.ai
Microsoft's cloud backlog just exploded.

Commercial Remaining Performance Obligations grew 110% YoY.

$MSFT https://t.co/XULMnXL70d
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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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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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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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