RT @TheTranscript_: $V Visa CFO: US consumer spending remained resilient with no observable deterioration among lower-spending customers.
"For the quarter, both US discretionary and non-discretionary spend growth remained strong. Fourth quarter US credit grew 11% year over year, and debit grew 9%. Growth across consumer spend bands remained relatively consistent with prior quarters, with the highest spend band continuing to grow the fastest. We did not see signs of the lower spend consumer weakening in our volumes."
RT @TheTranscript_: $HOOD Robinhood CFO Shiv Verma: "Revenues were up 12% to a record 1.4 billion. And this was driven by strong growth in both new products and existing products as well. Transaction revenues were a record as trading volumes were new highs across equities, options, and margin. Each of these was up around 50% year over year. And this was on market share gains. And then event contracts continued to scale really nicely. This was up 7x year over year."
Big earnings Wednesday, with Alphabet and Microsoft taking center stage:
Before Open: $STLA $GEV $GSK $UBS $APH $ADP $BSX
After Close: $GOOGL $MSFT $TMUS $NOW $F $CVNA $FDX $FTNT $EBAY $CMG $KLAC $CMPR
More:
RT @TheTranscript_: NXP CEO: "NXP delivered Q3 26 revenue of $3.8B, up 19% YoY and 8% QoQ. Our performance was driven by accelerating contributions from our company-specific growth drivers in automotive and industrial as well as continued momentum in data center infrastructure."
$NXPI: -8% AH
RT @TheTranscript_: Visa CEO: "Visa delivered a milestone year. We achieved record net revenue of $46 billion, up 15%, the strongest growth in over 15 years excluding the post-pandemic recovery and acquisitions."
$V
RT @TheTranscript_: $TSLA Tesla CFO: Automotive gross margins excluding credits improved from 16.3% to 18.1%, supported by a higher APAC delivery mix.
"On automotive margins, excluding credits, increased sequentially from 16.3% to 18.1%. The improvement in margins is driven by a higher mix of deliveries in APAC. While commodity price increases and interest rate changes continue to add to our cost and create further headwinds, we have adjusted the vehicle financing programs to partially offset for such costs."
RT @TheTranscript_: Visa CEO: "Visa delivered a milestone year. We achieved record net revenue of $46 billion, up 15%, the strongest growth in over 15 years excluding the post-pandemic recovery and acquisitions."
$V
RT @TheTranscript_: Seagate CEO: "...another quarter of record profitability and our highest ever free cash flow in the September quarter"
$STX: -8% AH
RT @TheTranscript_: $TSLA Tesla CFO: Automotive gross margins excluding credits improved from 16.3% to 18.1%, supported by a higher APAC delivery mix.
"On automotive margins, excluding credits, increased sequentially from 16.3% to 18.1%. The improvement in margins is driven by a higher mix of deliveries in APAC. While commodity price increases and interest rate changes continue to add to our cost and create further headwinds, we have adjusted the vehicle financing programs to partially offset for such costs."
RT @TheTranscript_: $TSLA Tesla CFO Vaibhav Taneja: Tesla ended Q3 with its highest vehicle backlog in four years
"On the automotive business, we exited the quarter with our highest backlog in 4 years, with deliveries constrained primarily by production. We are, therefore, focused on increasing production at all our factories to meet this growing demand."
RT @TheTranscript_: PayPal CEO: "I’m pleased with our third-quarter performance and the momentum we are seeing across the business, and we are raising our full-year non-GAAP guidance for transaction margin dollars and EPS"
$PYPL
$SKHY SK hynix Q3 2026 Revenue Breakdown:
— DRAM accounted for 75% of revenue, up from 73% in Q2 2026.
— NAND contributed 24%, down from 27% in Q2.
— DRAM's server segment (including HBM) accounted for roughly 56% of DRAM revenue, up from ~49% a year earlier.
— SSDs accounted for approximately 77% of NAND revenue, up from ~62% a year earlier.
— Total revenue reached KRW 104.62T (+32% QoQ, +328% YoY).
$V Visa CFO: US consumer spending remained resilient with no observable deterioration among lower-spending customers.
"For the quarter, both US discretionary and non-discretionary spend growth remained strong. Fourth quarter US credit grew 11% year over year, and debit grew 9%. Growth across consumer spend bands remained relatively consistent with prior quarters, with the highest spend band continuing to grow the fastest. We did not see signs of the lower spend consumer weakening in our volumes."
$SKHY SK hynix Q3 2026 Results:
— Revenue hit a record KRW 104.62T (+32% QoQ, +328% YoY)
— Operating profit reached KRW 83.33T (+38% QoQ, +632% YoY), with a record 80% margin
— EBITDA reached KRW 87.68T (+36% QoQ, +486% YoY)
— Net profit came in at KRW 39.78T, with a 38% margin
— DRAM ASPs rose ~20% QoQ; NAND ASPs increased in the mid-20% range
— 2027 DRAM demand expected to grow in the mid-20% range, NAND in the high teens
— Long-term agreements secure over 50% of 2027–28 capacity
— 2027 CapEx expected to increase significantly
RT @TheTranscript_: $NDAQ CEO: Nasdaq is already charging premiums for financial data delivered through MCP connectors, with additional AI pricing models under consideration.
"But I also would say, in the data space, we are upcharging. So if you are taking our data through an MCP connector, we are upcharging for that MCP connector...
"And then over time, as we understand how they're expanding the use cases and we're driving our data into more expanded AI capabilities, we'll look at different pricing models that will support that as well."
RT @TheTranscript_: Royal Caribbean CEO: "Our third quarter results reflect continued strong consumer demand for our vacation experiences and the accelerated momentum across our industry leading brands"
$RCL: +6% PM
RT @demishassabis: Very excited to share Genie 4, our incredible interactive world model, bringing together real-time physics, reasoning, and audio! Simulations within simulations, makes you wonder just how deep the rabbit hole goes... I have a feeling we will be finding out soon enough...
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Google DeepMind@GoogleDeepMind
This is Genie 4, our most realistic and interactive world model yet. 🌐
Explore dynamic environments in real time to see how the scene responds, sounds, and how the people in it move, react, and speak.
This is Genie 4, our most realistic and interactive world model yet. 🌐
Explore dynamic environments in real time to see how the scene responds, sounds, and how the people in it move, react, and speak.
RT @TheTranscript_: S&P Global CEO: "...a very strong quarter..."
—Exploring a potential separation of Capital IQ & associated data businesses
—Plans to retain RatingsDirect, RatingsXpress & Enterprise Solutions
$SPGI: +4% PM
RT @TheTranscript_: $ANT: Anthropic: "From September 30, 2025 to September 30, 2026, TTM revenue increased ~1,200% while headcount increased ~170%, driving TTM revenue per employee from $1.4M to over $6.6M, a reflection of extraordinary talent density and a culture built to compound it."
RT @TheTranscript_: Boeing double miss with defense revenue up 15% YoY
"Results reflect higher defense volume and improved segment operating performance"
$BA: -2% PM
RT @TheTranscript_: $SCHW Charles Schwab CEO: "...we are blocking unauthorized agents to try to log in on behalf of clients. It is not a safe way for our clients to access Schwab, and we are blocking it to protect clients and our firm."
$BE Bloom Energy CFO: "The third quarter was another record quarter for Bloom. Revenue of $1.24 billion was up 138% year-over-year, and operating income of $286 million grew faster still, up over 500% year-over-year. On the strength of the quarter, we are raising our full year outlook for revenue, operating income, and EPS for the third time this year."
RT @TheTranscript_: $ACI Albertsons Companies CEO: "The reality right now is that the economy is tough for many of our customers. Fuel prices are elevated and inflation remains stubbornly high for our customers and in our P&L. Traffic and units are below where they need to be, and our overall performance does not reflect the quality of our assets or the capabilities of our team. Simply put, we're not satisfied with the results and the current trajectory of our business."
