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The Transcript
$QCOM CEO talks of memory shortages:
"While our near-term handsets outlook is impacted by industry-wide memory supply constraints, we are encouraged by end-consumer demand for premium and high-tier smartphones & remain on track to achieve our FY 29 revenue goals"
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$QCOM CEO talks of memory shortages:
"While our near-term handsets outlook is impacted by industry-wide memory supply constraints, we are encouraged by end-consumer demand for premium and high-tier smartphones & remain on track to achieve our FY 29 revenue goals"
Qualcomm CEO: "We are pleased to deliver strong quarterly results, with record total company revenues. Our momentum across personal, industrial and physical AI is growing..."
$QCOM: -9% AH https://t.co/QXxlynWpWq tweet
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The Transcript
RT @mark_wharrier: Imagine a company spending $3bn+ capex a week…
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RT @mark_wharrier: Imagine a company spending $3bn+ capex a week…
Alphabet CEO guiding to $175–185B in FY26 capex vs $91.4B in FY25 [YoY increase of ~92–102%]
"To meet customer demand and capitalize on the growing opportunities we have ahead of us, our 2026 CapEx investments are anticipated to be in the range of $175 to $185B."
$GOOG $GOOGL https://t.co/iCPTR76C5H tweet
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Fiscal.ai
"Our 2026 CapEx investments are anticipated to be in the range of $175 to $185 billion."
$GOOGL https://t.co/uQTWAaOJPI
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"Our 2026 CapEx investments are anticipated to be in the range of $175 to $185 billion."
$GOOGL https://t.co/uQTWAaOJPI
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The Transcript
Alphabet is guiding to FY26 CapEx of $175–185B, equivalent to nearly half of FY25 revenues.
$GOOG $GOOGL https://t.co/8RAT7ylpgH
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Alphabet is guiding to FY26 CapEx of $175–185B, equivalent to nearly half of FY25 revenues.
$GOOG $GOOGL https://t.co/8RAT7ylpgH
Alphabet CEO guiding to $175–185B in FY26 capex vs $91.4B in FY25 [YoY increase of ~92–102%]
"To meet customer demand and capitalize on the growing opportunities we have ahead of us, our 2026 CapEx investments are anticipated to be in the range of $175 to $185B."
$GOOG $GOOGL https://t.co/iCPTR76C5H tweet
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Wasteland Capital
Insane Q4 print from $GOOG. Revenue accelerating yet again to +18% (+16 last Q). Cloud+48% (What. The. F*ck?) 😳. Search +17% (it was supposedly dead, hahaha). Margins strong, EPS +31%, scaling well. ‘26 Capex guide $175-185bn = demand driven. Gemini app now 750m users. 👏👏👏 https://t.co/0U3ET7cLw0
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Insane Q4 print from $GOOG. Revenue accelerating yet again to +18% (+16 last Q). Cloud+48% (What. The. F*ck?) 😳. Search +17% (it was supposedly dead, hahaha). Margins strong, EPS +31%, scaling well. ‘26 Capex guide $175-185bn = demand driven. Gemini app now 750m users. 👏👏👏 https://t.co/0U3ET7cLw0
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The Transcript
e.l.f. Beauty double beat + raised FY 26 outlook
CEO: "We remain confident in our ability to grow market share and deliver best-in-class growth in beauty, as reflected by our raised fiscal 2026 outlook."
$ELF: +14% AH https://t.co/bPXqPRPq8X
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e.l.f. Beauty double beat + raised FY 26 outlook
CEO: "We remain confident in our ability to grow market share and deliver best-in-class growth in beauty, as reflected by our raised fiscal 2026 outlook."
$ELF: +14% AH https://t.co/bPXqPRPq8X
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Snap CEO: "Our Q4 results began to reflect the impact of our strategic pivot toward profitable growth, translating into revenue diversification and meaningful margin expansion."
Authorizes a $500M buyback
$SNAP: +6% AH https://t.co/SII7Mnl3x1
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Snap CEO: "Our Q4 results began to reflect the impact of our strategic pivot toward profitable growth, translating into revenue diversification and meaningful margin expansion."
Authorizes a $500M buyback
$SNAP: +6% AH https://t.co/SII7Mnl3x1
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