Q4 2024 Management View CEO Milton Maluhy highlighted strong quarterly managerial recurring results at BRL10.9 billion, reflecting a 2% sequential increase and annual growth of 18.2%. Full-year 2024 ...
Q3 2025 Management View Steve Sanghi, CEO, announced several strategic initiatives as part of a nine-point plan. Key decisions include the closure of the Tempe Fab (Fab 2), capacity adjustments at ...
Mark Mahaney, Evercore ISI: Asked about 2025 CapEx and AWS supply constraints. Jassy stated annualized CapEx of $26.3 billion in Q4 will likely continue in 2025, primarily driven by AI investments. He ...
CEO Michele Buck emphasized the company’s focus on achieving balanced top-and-bottom-line growth in 2026 despite elevated cocoa prices. She highlighted the use of multiple levers, including pricing, ...
Analysts offered mixed reactions following Google's earnings report, with many adjusting their price targets due to concerns over rising CapEX and slowing cloud revenue growth ...