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We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |

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  1. The Transcript✓@TheTranscript_
    Alphabet, Microsoft, Amazon & Intel among those reporting next week: 💻 Tech: $GOOGL $MSFT $AMZN $INTC $NOW 🏭 Industrials: $BA $CAT $UPS $GEV $WM 🛒 Consumer: $KO $SBUX $MDLZ $CL 🏦 Financials: $V $MA $UBS $HSBC ⚡ Energy: $XOM $CVX $SHEL $TTE 💊 Healthcare: $LLY $MRK $ABBV $AZN 📡 Telcos: $VZ $TMUS More at
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    $MSFT CFO throwing some shade on the FCF -ve $META and $GOOGL: "Given our strong business performance, we expect to continue to remain free cash flow positive, and in FY27, to complement cash generated by the business and preserve financial flexibility, we will access additional sources of funding when we believe it is attractive to do so."
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    $AMZN CEO Andy Jassy argues that the scale and pace of the AI opportunity justify aggressive upfront CapEx, despite the pressure on near-term FCF “...he way we think about it....is that this is a once-in-a-lifetime opportunity....Would it be more convenient if this type of acceleration and opportunity happened over 25 years? And you could spread the CapEx over 25 years? Yeah, it might be more convenient. But that's not the world that we live in. And that's not the opportunity. "And we can fund this plan, and I think it will forever change the size of Amazon. It will forever change—it will forever change—our revenue. It will forever change our free cash flow. And we're going to invest and we're going to pursue it to continue to be the significant leader like we are today."
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    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."
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    Gönderiler @TheTranscript_
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    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."
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    Alphabet CEO: "We had a strong quarter and are now on a half-trillion dollar revenue run rate. Our deep full stack approach is driving momentum across the business, with Alphabet revenues growing 25% year-over year" $GOOGL: -8% AH
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    FCF trends for big tech that have reported so far: $MSFT $META $GOOG $AMZN $GOOGL
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    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:
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  11. The Transcript✓@TheTranscript_
    Gönderiler @TheTranscript_
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  12. The Transcript✓@TheTranscript_
    Gönderiler @TheTranscript_
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    $GOOGL CFO: Alphabet has accumulated $924B in future purchase commitments "At the end of the third quarter, we had future purchase commitments of $924 billion, and pre-commencement leases and other obligations of $152 billion. These dollar amounts reflect the maximum contractual obligations; however, a number of these agreements have variable pricing and volume flexibility, which could result in lower spend."
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    $AMZN CEO:
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    The Transcript @TheTranscript_
    $AMZN CEO Andy Jassy argues that the scale and pace of the AI opportunity justify aggressive upfront CapEx, despite the pressure on near-term FCF “...he way we think about it....is that this is a once-in-a-lifetime opportunity....Would it be more convenient if this type of acceleration and opportunity happened over 25 years? And you could spread the CapEx over 25 years? Yeah, it might be more convenient. But that's not the world that we live in. And that's not the opportunity. "And we can fund this plan, and I think it will forever change the size of Amazon. It will forever change—it will forever change—our revenue. It will forever change our free cash flow. And we're going to invest and we're going to pursue it to continue to be the significant leader like we are today."
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    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
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    Alphabet CFO: "CapEx was $51.4 billion in the third quarter, with the vast majority of the spend in technical infrastructure to support our investments in AI. ~65% of our investments in technical infrastructure in Q3 were related to servers and networking equipment, which generally have useful lives of six years. The remaining 35% was for data centers, which have useful lives of seven to 40 years"
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    RT @TheTranscript_: $V Visa's latest operating metrics through October 21 show continued strength in payments activity
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    RT @TheTranscript_: 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:
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    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
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    RT @satyanadella: Just wrapped our earnings call. It was a fast start to our fiscal year. Microsoft Cloud revenue surpassed $63B, with growth accelerating to 30% YoY. Lots of innovation as we build the new tech stack for the agentic wave. A few highlights:
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    $INTC CFO: PC inventory correction to intensify in Q4 "We're in the throes of that right now. We felt a little bit of it in the third quarter. We're going to feel a lot of it in the fourth quarter. We think it extends at least out into the first quarter."
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    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."
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    $GOOGL Alphabet CFO: "With respect to cloud margins, given the supply constraint environment, we started utilizing third-party compute capacity at the end of Q3, and will ramp usage in Q4. We expect margin headwinds in the near term as we utilize this capacity."
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    $INTC CFO: Intel does not expect positive FCF in 2027 "I think next year is an investment year for us. As we look at the year, probably not a dynamic where we're going to have positive free cash flow next year, but it's because we see this as a tremendous opportunity to invest into the growth."
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    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
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    RT @TheTranscript_: Seagate CEO: "...another quarter of record profitability and our highest ever free cash flow in the September quarter" $STX: -8% AH
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    Gönderiler @TheTranscript_
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    $INTC Intel CFO on their outlook: "Demand signals from our data center customers continue to strengthen. We expect the industry to remain supply-constrained throughout 2027 and into 2028."
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    Visa CEO: "...a milestone year" $V: -1% AH
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    RT @TheTranscript_: Robinhood double miss CEO: "...we're entering Q4 with strong momentum..." $HOOD: -4% AH
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    Earnings to watch on Thursday include Amazon, Intel, and Mastercard: $AMZN $AAPL $INTC $SBUX $LLY $MA $CAT $SHEL $MRK $GILD $BMY $RIVN $BUD $TTE $MDLZ $SYK $LIN
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    $AMZN CEO on AWS growth: "At this scale, to be projecting growing over 40% year over year in each of 2027 and 2028 is pretty significant. And the fact that we believe that this can be a trillion-dollar revenue business in 5 to 10 years, it's an extraordinarily unusual opportunity that we're very excited to be pursuing."
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    $AMZN CFO: "Moving to our AWS segment, revenue was $46B, and grew 39.3% YoY, driven by both core and AI services. We added $3.8B in QoQ revenue. AWS now has an annualized revenue run rate of $184B."
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    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."
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    Alphabet CFO on Other Income (Expense): "OI&E was negative $8.2 billion, due primarily to unrealized loss from our investment in SpaceX from a decline in its stock price in the third quarter. Net income and earnings per share decreased due to the decline in OI&E"
    P Equity Research 📰 @pequityresearch
    Google had a $8.2B expense this quarter resulting in an EPS miss, what is this related to?
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    $AMZN CFO: "Moving to our AWS segment, revenue was $46B, and grew 39.3% YoY, driven by both core and AI services. We added $3.8B in QoQ revenue. AWS now has an annualized revenue run rate of $184B."
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    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."
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  41. P Equity Research 📰✓@pequityresearch
    Google had a $8.2B expense this quarter resulting in an EPS miss, what is this related to?
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    $AMZN CEO Andy Jassy was asked about the slowdown in AWS's QoQ growth despite accelerating YoY growth. He attributed quarterly fluctuations partly to uneven capacity additions: "We add a lot of capacity every quarter. Now, the amount that we add every quarter is not equal. And we're adding different amounts each quarter."
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    $SKHY More SK hynix Q3 2026 Financial Highlights: — Revenue hit KRW 104.62T (+32% QoQ, +328% YoY) — Gross profit reached KRW 89.65T (+36% QoQ, +539% YoY), with gross margin expanding to 86% — Operating profit hit KRW 83.33T (+38% QoQ, +632% YoY), with operating margin reaching 80% — EBITDA rose to KRW 87.68T (+36% QoQ, +486% YoY), with an 84% margin — Net profit fell 58% QoQ to KRW 39.78T (+216% YoY), partly reflecting non-operating losses — Operating cash flow reached KRW 54.78T, down 17% QoQ — PP&E investments increased to KRW 12.67T (+19% QoQ) — Cash balance rose to KRW 114.46T, up from KRW 87.96T in Q2
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  44. The Transcript✓@TheTranscript_
    Chart crime alert on Google cloud btw:
    The Transcript @TheTranscript_
    $GOOGL: Google Cloud Q3 26 [YoY]: —Revenue: +102.6% to $30.7B —Operating Income: +209.4% to $11.1B —Operating Margin: 36.2% vs 23.7% (+12.5pp) Revenue growth accelerated from +34% in Q3 25 to +102.6% in Q3 26. Cloud now makes up ~24.1% of Alphabet’s total quarterly revenue
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    $AMZN CEO: "We still expect 2026 cash capex of ~$220 billion, the majority for AWS, and expect to spend meaningfully more in 2027 with a clear line of sight to attractive financial returns as I laid out on our last call."
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    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
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    $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).
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    $GOOGL: Google Cloud Q3 26 [YoY]: —Revenue: +102.6% to $30.7B —Operating Income: +209.4% to $11.1B —Operating Margin: 36.2% vs 23.7% (+12.5pp) Revenue growth accelerated from +34% in Q3 25 to +102.6% in Q3 26. Cloud now makes up ~24.1% of Alphabet’s total quarterly revenue
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    $INTC Intel CEO: "...while we did well in Q3, there's clearly more work to do. I'm disappointed that we will not be able to meet strong customer demand in this quarter. We face near-term challenges including manufacturing supply shortage, the unprecedented memory crunch, and the resulting softness in PC demand."
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    $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."
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    $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
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    Gönderiler @TheTranscript_
    Gemini couldn't help?
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    $INTC CEO: ""The industry continues to navigate one of the most significant supply shortages in the history."
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    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."
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    $AMZN: "As Amazon has grown, we’ve seen some of our ICs and SDMs become less connected to their customers and business. We want to reverse this trend."
    Gergely Orosz @GergelyOrosz
    Amazon's leadership is very good at writing, but you still need to read between the lines. What I read between these lines: Engineers who are not "product engineers" (aka eng + PM interest) and don't like to be customer-facing will not have a future inside of Amazon Full:
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    $INTC CEO: Rising memory prices and limited enterprise IT budgets are weighing on PC demand, triggering a faster inventory correction. "In recent weeks, our customers began signaling a PC slowdown based on the memory prices and availability. Year-to-date system endpoint prices have increased pressure on already limited IT budgets. The pace of this PC correction has accelerated over the last two months. As our OEM partners are aggressively managing inventory to match the softer sell-through."
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    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
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    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...
    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.
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  60. Gergely Orosz✓@GergelyOrosz
    Amazon's leadership is very good at writing, but you still need to read between the lines. What I read between these lines: Engineers who are not "product engineers" (aka eng + PM interest) and don't like to be customer-facing will not have a future inside of Amazon Full:
    İndir
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    Amazon CEO: "There has never been a trillion dollar revenue business, and we may have two of them in the next 5-10 years." $AMZN: -7% AH
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    RT @TheTranscript_: Coca-Cola CEO: "Our results this quarter demonstrate our system’s sustained momentum, giving us confidence in our updated full year guidance," Q3 26: —Price/Mix: +1% —Unit Case Volume +5% $KO: -1% PM
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  63. 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.
    İndir
    9692.6K23.7K3.4M
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    $MSFT Microsoft CFO on Azure demand: "Customer demand continues to exceed available supply.”
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    Gönderiler @TheTranscript_
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    $MSFT CFO: Higher-than-expected AI token pricing boosted Azure revenue, with premium models generating attractive margins. “Secondly, and you mentioned it, token pricing will create a little bit of variability. We had higher token pricing than we expected in the quarter. Listen, high-quality models that we're able to take advantage of and see good margins on do benefit us in the quarter. And that did happen in Q1.”
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    $MSFT Microsoft CFO expects ~$170B in FY27 CapEx, with spending accelerating in H2 as delayed capacity comes online. "In Q2, we expect CapEx spend will be over $50B. Therefore, for the calendar year, spend should be ~$170B, due to the 3P capacity delays noted earlier. In the second half of the fiscal year, we currently expect CapEx spend to accelerate, primarily from CPUs—including higher memory and storage costs—and GPUs, as well as the 3P capacity deliveries that shifted to H2. And as we continue to improve the efficiencies of our infrastructure, each dollar of CapEx has the potential to support more revenue and deliver higher returns over time."
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    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
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    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."
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    $GOOGL Alphabet CBO: Rapid growth in AI Mode queries is diluting search monetization "It's worth noting that the strong growth in AI mode queries had an impact, because of the lower monetization we were seeing in AI mode. To be clear, we feel very good about our trajectory here. Our ad experiments have shown promising results, and we're now scaling ads within both AI Overviews and AI Mode to more users and more queries. Including, as I mentioned, international markets and multi-turn ads in the US."
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    Gönderiler @TheTranscript_
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    RT @TheTranscript_: Boeing double miss with defense revenue up 15% YoY "Results reflect higher defense volume and improved segment operating performance" $BA: -2% PM
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    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."
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    $SNDK CEO: AI infrastructure customers underestimated their NAND requirements "In general, we're hearing from our customers that they have underestimated the amount of NAND they need to run their infrastructure. And so we have multiple customers coming back for a second round."
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    $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."
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    $SNDK Sandisk CEO: Higher NAND prices are pressuring entry-level devices "We know that units were down this year. They're going to be slightly down next year, low single digits. I mean, these two calendar quarters right now are really the trough of the year-over-year compares, where they're the most negative."
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    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."
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    How we are locked in on earnings calls:
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    $RDDT CEO: Reddit plans to transition toward a logged-in-only platform to improve engagement, ad targeting, and data protection. "Moving to primarily logged-in will ensure our users have the best Reddit experience possible and can find the content and communities most relevant to them. It's better for our business because we have more signals for ads targeting, and being logged in leads to higher engagement generally. It also allows us to protect access to Reddit's extremely valuable corpus of data and helps us better adapt to emerging regulations around the world."
    The Transcript @TheTranscript_
    $RDDT Reddit CEO: "Our search referral traffic was down meaningfully in Q3, with the decline accelerating later in the quarter. The biggest impact was on logged-out and web traffic, but some of the impact flows through to logged-in and app traffic, since search referral is a common source of re-engagement for users."
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