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@HedgeyeComm
"If you are $NFLX IR. do you really float 2030 targets ahead of earnings if you are going to have a great Q1" @HedgeyeComm on X 2025-04-16 12:44:54 UTC 26.9K followers, 117.5K engagements
"From Part II of our Themes Call Monday: $CHTR Cost Structure Reversion Expected Outlook: Expecting "biggest downshift in momentum on the key metric that matters" among covered names. Recent Performance: Running business "hot" with price increases and cost cuts Political Benefit: Tailwinds from political advertising in 2024 Mean Reversion Risk: Cost structure benefits likely to reverse over next XX months Broadband Additions: Unlikely to return positive by Q4 2025 absent policy changes" @HedgeyeComm on X 2025-07-25 13:11:43 UTC 26.9K followers, 1650 engagements
"@FundamentEdge The most important setting" @HedgeyeComm on X 2025-07-08 20:49:53 UTC 26.9K followers, 46.2K engagements
"$GOOGL services and ads business was good but nothing spectacular. about 100bps accel in Q2 versus Q1 when adjusting for leap year headwind in Q1. The XX% YoY in 2Q25 is pretty impressive. and the $1.36B net new or +76% versus 2Q24. Will see what $AMZN $MSFT do but I suspect $GOOGL took share in cloud this quarter. Sounds like $1.4B one time legal charge explains the lack of operating margin expansion. $22.45B of Capex in Q2 with FCF down XX% YoY to $5.3B. Growth in paid subscriptions biggest driver of revenue growth for Google Services" @HedgeyeComm on X 2025-07-23 20:53:52 UTC 26.9K followers, 8599 engagements
"$GOOGL number of new GCP customers increased nearly XX% QoQ. the AI advantage with XXX pro and Vertex is starting to show up. Should really be a step function" @HedgeyeComm on X 2025-07-23 20:40:55 UTC 26.9K followers, 3305 engagements
"Why doesn't ESPN just get absorbed by NFL long term and effectively become NFL's DTC service" @HedgeyeComm on X 2025-07-24 13:05:17 UTC 26.9K followers, 2687 engagements
"Solid quarter and guidance $NFLX but interesting disclosure on engagement. we knew engagement growth was weak but X% in total with subs growing X% YoY implies per member hours -7%. "Even with our 2025 slate being unusually second-half weighted our members watched over XX billion hours on Netflix in the first half of the year a X% increase year over year." Should improve of course 2H given content slate" @HedgeyeComm on X 2025-07-17 20:19:11 UTC 26.9K followers, 5076 engagements
"Of course AI wont develop custom data models for each enterprise. But each enterprise will be able to create agents based on their knowledge. Im not saying it is easy and there isnt a lot of work involved. That is why I am saying 3-5 years you can have agents today that can rip through and debug an entire code base in minutes" @HedgeyeComm on X 2025-07-18 22:46:36 UTC 26.9K followers, XXX engagements
"Hah $ROKU $WMT Walmart plans to make Vizio a private-label brand by the end of the year and will sell its smart TVs exclusively at Walmart and Sams Club according to a memo viewed by Bloomberg News" @HedgeyeComm on X 2025-07-18 12:48:19 UTC 26.9K followers, 5222 engagements
"@WaterworldCapi1 @buccocapital @dalibali2 I hate how everyone is so bullish all of a sudden and on this print specifically" @HedgeyeComm on X 2025-07-20 19:48:47 UTC 26.9K followers, XXX engagements
"@akramsrazor What specific pain points are teams citing for switching Any standout GitLab features driving this Is it the devs driving the bus or is it being forced upon them TY sir" @HedgeyeComm on X 2025-07-23 19:56:29 UTC 26.9K followers, 1059 engagements
"$GOOGL On 2H25 and beyond. "We now expect to invest $85B in capex in 2025 up from previous estimates of $75B" "We expect a further increase in capex in 2026" "Expect growth rate in depreciation expense to accelerate in Q3" ".at current spot rates could see revenue tailwind to Q3" "Google services advertising revenues 2H25 will be effected by the continued lapping of continued strength in fin services and the strong spend of U.S. election particularly on YouTube" "On cloud demand for products is high and cloud backlog of $106B - while we have been working hard on increasing capacity we" @HedgeyeComm on X 2025-07-23 20:58:51 UTC 26.9K followers, 13.7K engagements
"Factset consensus for $GOOGL capex 2025 was $72.9B. which they just increased to $85B and said 2026 was going to be higher. Before the print consensus didn't even have $GOOGL capex north of $80B until 2027" @HedgeyeComm on X 2025-07-23 21:42:46 UTC 26.9K followers, 11.9K engagements
"Oh wow. so ACP impact isn't a one and done impact to $CHTR Hmmmm who would of that" @HedgeyeComm on X 2025-07-25 13:05:57 UTC 26.9K followers, 1647 engagements
"$CHTR needs to stop calling it cell phone internet" @HedgeyeComm on X 2025-07-25 13:13:18 UTC 26.9K followers, 2237 engagements