
We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |
Joined October 2017
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$META CEO on Muse:
"....we have more than 10 million people in the US and Canada who have set it up. But I think one of the biggest constraints so far is that, because this is a compute-intensive service to run, we have not launched it globally yet"
Lam Research: "...record revenue, profit, and earnings per share in the September quarter.."
$LRCX: -5% AH
Texas Instruments CEO: "Revenue increased 11% sequentially and 28% from the same quarter a year ago with continued broad growth in industrial, automotive and data center"
$TXN: -0.2% AH
$META Meta Announces New Class C Common Stock
— Introduces publicly listed, non-voting Class C shares effective January 19, 2027.
— Shareholders to receive one Class C share per Class A or B share, effectively a 2-for-1 stock split.
— New shares intended to fund AI investments, acquisitions & employee compensation.
— Structure preserves Zuckerberg's control and existing shareholder voting rights.
— Class C shares expected to list on Nasdaq.
Tesla CEO: "In Q3, we maintained strong momentum on many projects spanning Super Intelligence (SI), robotics and renewable energy ...Strength in our core business also continued, and we achieved our second consecutive quarter of TTM revenue in excess of $100B"
$TSLA: +1.4%AH
Knight-Swift Transportation CEO: "Industry capacity remains under pressure, and sourcing quality drivers is as challenging as it has been in years."
$KNX: +1.3% AH
Kinder Morgan CEO: "This quarter we increased our expansion project backlog to $14.4B, including the largest natural gas project backlog in company history at $13.2B"
$KMI: +3% AH
IBM CEO: "Demand across our portfolio combined with strong operational execution led to accelerated growth and solid operating pre-tax margin expansion in the quarter"
$IBM: +6% AH
$META CFO: "At a segment level, we now expect Reality Labs losses to decline compared to 2025 to a range of $18-19 billion"









