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@thebizcomment "$TMUS Q3'25 earnings call: "the Apple Watch that was released this year actually runs on our 5G advanced network using a new format called 5G rate cap which is actually for the first time 5G optimized for wearables. Which means longer battery lives lower latency and higher throughputs than those LTE watches that is running on our competitors' network" - John Saw (CTO - T-Mobile US Inc.)"
X Link @thebizcomment 2025-10-26T12:44Z XX followers, XX engagements

""The biggest share and the one that is moving from one quarter to another when it comes to marketing (spend) is the size of the welcome incentives" - Christophe Le Caillec (CFO - American Express Co.) $AXP Q3'25 earnings call"
X Link @thebizcomment 2025-10-20T17:10Z XX followers, XX engagements

""Three out of four of our iPhone upgrades during our preorder window were digital. That is widening differentiation" - Srinivasan Gopalan (COO - T-Mobile US Inc.) $TMUS Q3'25 earnings call"
X Link @thebizcomment 2025-10-26T12:10Z XX followers, XX engagements

"$TMUS Q3'25 earnings call: ".one of the things that has happened this year is that auction authority has been restored to the FCC by Congress along with a mandate to make a large amount of spectrum available. And spectrum prices as always will be a function of supply and demand. We see a lot of supply coming. Prices right now in the market are a function of low supply and a function of a once-in-a-generation sort of existential threat faced by our benchmark competitors at the time of the C-band auction created by T-Mobile that pushed prices to unprecedented levels and that's where they stay."
X Link @thebizcomment 2025-10-26T12:47Z XX followers, XX engagements

"$DLR Q3'25 earnings call: "Training workloads geared toward developing the AI models can be described as latency tolerant as the development of the AI takes precedent over the utilization of the technology at least for now. Based on conversations that we are having with our customers and industry participants Al as well as what we are seeing in our broad portfolio we are increasingly confident that connectivity will become increasingly important over time as model success drives implementation and usage requiring lower latency inference-oriented deployments" - Andrew Power (CEO - Digital"
X Link @thebizcomment 2025-10-27T15:11Z XX followers, XX engagements

""We've got great presence in small ticket payments for cross-border. We have work to do from a product standpoint on large ticket. This is where the partnership with Corpay is coming to play which is what we're doing there" - Sachin Mehra (CFO - Mastercard Inc.) $MA at the Goldman Sachs Communicopia+Technology Conference 2025"
X Link @thebizcomment 2025-10-05T16:20Z XX followers, 1388 engagements

"We have pieced together Taiwan Semiconductor Manufacturing Company $TSM CEO C.C. Wei's comments during the company's Q3'25 earnings call on semiconductor demand trends: "We continue to observe robust AI-related demand throughout 2025 while non-AI end market segment(s) have bottomed out and are seeing a mild recovery" "The explosive growth in token volume demonstrate the increasing consumer AI model adoption which means more and more computation is needed leading to more leading-edge silicon demand" ".enterprise AI is another source of demand. In addition we continue to observe the rising"
X Link @thebizcomment 2025-10-18T14:29Z XX followers, XXX engagements

"".we do expect to be operating Robotaxi in I think about X to XX metro areas by the end of the year.we expect to be operating in Nevada and Florida and Arizona by the end of the year" - Elon Musk (Technoking - Tesla Inc.) $TSLA Q3'25 earnings call"
X Link @thebizcomment 2025-10-23T15:13Z XX followers, XX engagements

"Herms International S.A. Q3'25 earnings call $RMS 🐎👜 "The new equestrian-inspired models - Tablier Sellier and Besace Trotting - as well as the return of the iconic Plume are enjoying great success. The increase in production capacities continues with the opening of the 24th leather goods workshop in L'Isle-d'Espagnac in the Charente region in September. Over the next X years three additional leather goods workshop will open: Loupes in 2026 Charleville-Mzires 2027 and Colombelles in 2028. They will be reinforcing the XX centers of expertise located across the national territory""
X Link @thebizcomment 2025-10-24T09:11Z XX followers, XX engagements

"Herms International S.A. Q3'25 earnings call $RMS 🐎👜 "There are two encouraging signs which make us optimistic from a macroeconomic point of view. First of all there is more stability in real estate in Tier X cities in China. So that's a positive signal. And secondly we have the pickup of the financial markets in Continental China and Hong Kong which is also a good sign""
X Link @thebizcomment 2025-10-24T09:30Z XX followers, XX engagements

"Herms International SCA CFO Eric du Halgout on the company's perfumes division performance: $RMS Q3'25 earnings call 🐎👜 "Regarding perfumes as you've seen a slight decrease in Q3. Now in the press release we said that it was down to the high comparison point with the launch of Barnia in Q3 and Q4 last year. And there's also a new Herms stores that was launched and the new chapter for Loupes which opened last year. And some of our distributors also had to reduce their stocks in Europe and in the U.S. So there's a de-correlation between our delivery and the end sales to customers. And the end"
X Link @thebizcomment 2025-10-24T09:53Z XX followers, XX engagements

"Herms International SCA Q3'25 earnings call $RMS ".we are one of the first groups to have pulled out of Russia and closed our stores after the beginning of the war. All of our stores are closed since the war started. We've kept the stores but we are now exiting the leases so that we only keep one store in Stoleshnikov just to host the couple of people who are in charge of legal obligations and maintenance. But we have no business in Russia anymore""
X Link @thebizcomment 2025-10-24T09:56Z XX followers, XX engagements

"Herms International SCA Q3'25 earnings call $RMS 🐎👜 "Regarding leather goods capacity at +6%/+7%. Well we are going to be in line with that for next year with the opening of a new leather workshop but also with the extension of some older sites that have reached maximum capacity but we keep to our role of having sites with XXX people maximum XXX of which are craft people. So yes in 2026 we're going to continue with our capacity increase around +6% +7%""
X Link @thebizcomment 2025-10-24T10:02Z XX followers, XX engagements

""We recorded our best ad sales quarter ever. We are now on track to more than double ad revenue this year" - Greg Peters (Co-CEO - Netflix Inc.) $NFLX Q3'25 earnings call"
X Link @thebizcomment 2025-10-25T11:17Z XX followers, XX engagements

""We recently announced the ability to play Netflix Games on TV with friends and family playing together at home using just that TV and the phone is the game controller" - Greg Peters (Co-CEO - Netflix Inc.) $NFLX Q3'25 earnings call"
X Link @thebizcomment 2025-10-25T11:19Z XX followers, XXX engagements

"Netflix $NFLX executive offered clarity on the Brazilian tax matter during the Q3'25 earnings call: Spencer Neuman (CFO) - "It's not an income tax. It's a cost of doing business in Brazil. It's a gross tax on outbound payments and it's called the Contribution for Intervention and Economic Domain. It involves a XX% tax on certain payments made by Brazilian entities to companies outside of Brazil. It's not a tax that's specific to Netflix. It's not even specific to streaming. So we assume other companies will be impacted by this. In our case Netflix Brazil pays Netflix U.S. for services that"
X Link @thebizcomment 2025-10-25T11:33Z XX followers, XX engagements

""in Q3 we achieved our highest quarterly view share ever in the United States at 8.6%. And then the U.K. at XXX% according to Nielsen and Barb respectively" - Greg Peters (Co-CEO - Netflix Inc.) $NFLX Q3'25 earnings call"
X Link @thebizcomment 2025-10-25T11:44Z XX followers, XXX engagements

"".no real change in the approach we're focused on big live events which sports are a subcomponent of the live strategy. We said before we're not currently focused on the big season packages" - Ted Sarandos (Co-CEO - Netflix Inc.) $NFLX Q3'25 earnings call"
X Link @thebizcomment 2025-10-25T12:03Z XX followers, XXX engagements

"".AI-generated music has been around for a long time and there's a lot of it. And it's a pretty small part of total listening and established artists like Taylor Swift continue to be more popular than ever. So even in a world filled with AI music AI seems to be mostly a tool for musicians to take their sound in new directions.So we're not worried about AI replacing creativity but we're very excited about AI creating tools to help creativity" - Ted Sarandos (Co-CEO - Netflix Inc.) $NFLX Q3'25 earnings call"
X Link @thebizcomment 2025-10-25T12:54Z XX followers, XX engagements

""One out of every three AT&T and Verizon customers chose them at some point because they were the best network. And these customers are paying a premium for something that is simply no longer true. You work the math. That means there are XX million customers that are paying a premium for something that is simply no longer true and that we can unlock with our best network. - Srinivasan Gopalan (COO - T-Mobile US Inc.) $TMUS Q3'25 earnings call /1"
X Link @thebizcomment 2025-10-26T11:43Z XX followers, XX engagements

"".we're just ending now as an industry a cycle where we did see industry churn particularly at our two benchmark competitors ( $T and $VZ) suppressed temporarily as they moved from 2-year to 3-year payment plans across the majority of their customers. And now we're starting to round trip those 3-year plans and customers are rolling off those at a normal pace. And so what you're seeing across the industry in 2025 is industry churn kind of returning to normative rates based on that dynamic and lots of other dynamics but based on that dynamic" - Mike Sievert (CEO - T-Mobile US Inc.) $TMUS Q3'25"
X Link @thebizcomment 2025-10-26T12:24Z XX followers, XX engagements

""We go through kind of the rigorous analysis of what is better. Is it better to buy the spectrum Or is it better to densify And our answer in all of those cases was it was cheaper for us to densify than pay the price that was being asked in those secondary market transactions" - Srinivasan Gopalan (COO - T-Mobile US Inc.) $TMUS Q3'25 earnings call"
X Link @thebizcomment 2025-10-26T12:38Z XX followers, XX engagements

"".experiences is the most exciting category in travel. It's the fastest growing. It's going to grow faster than the category overall" - Matthew Goldberg (CEO - Tripadvisor Inc.) $TRIP at the Goldman Sachs Communicopia+Technology Conference 2025"
X Link @thebizcomment 2025-10-05T17:01Z XX followers, XX engagements

""Our partnership with Byborg remains a cornerstone guaranteeing $XXX million in minimum royalties over XX years for our Digital business" - Ben Kohn (CEO - Playboy Inc.) $PLBY Q2'25 earnings call"
X Link @thebizcomment 2025-10-24T12:11Z XX followers, XXX engagements

""Since mid-2023 AI has averaged more than XX% of our quarterly bookings and we continue to expect that the X gigawatts of IT load that we have in our power bank will be significantly weighted toward AI workloads over the next several years" - Andrew Power (CEO - Digital Realty Trust Inc.) $DLR Q3'25 earnings call"
X Link @thebizcomment 2025-10-27T15:13Z XX followers, X engagements

""Our backlog grew to $XXX million with the lion's share slated to commence through the end of next year while organic growth continues to accelerate as demonstrated by X% same capital cash NOI growth year-over-year" - Jordan Sadler (SVP - Investor Relations - Digital Realty Trust Inc.) $DLR Q3'25 earnings call"
X Link @thebizcomment 2025-10-27T15:42Z XX followers, XX engagements

""This is the first year where we're going to make AI efficiency and advantage as part of our annual planning and we're going to measure it. And it's table stakes. It's what everybody is doing" - Matthew Goldberg (CEO - Tripadvisor Inc.) $TRIP at the Goldman Sachs Communicopia+Technology Conference 2025"
X Link @thebizcomment 2025-10-06T17:08Z XX followers, XXX engagements

"Digital Realty Trust CEO Andrew Power on pricing trends: ".we're continuing to see strong pricing power in the less than a megawatt category. I think our cash mark-to-markets were XXX% or XXX% in the quarter or LTM. We think that pricing is going to hold and stay in that territory.And then the bigger stuff you can see we start to see continued step down not just 2026 but for a few years a step down I think until about 2029 in our expiring rates. I think they get as low as 124-ish. And you can see from our new signings in the bigger deal category we're obviously signing at healthier market"
X Link @thebizcomment 2025-10-27T15:42Z XX followers, X engagements