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@chivarse
"$GOOGL $GOOG 1) Financials and Guidances: Consolidated Revenues: $XXXX billion up +14% year-over-year (YoY) (or XX% in constant currency) reflecting strong momentum and beating analyst expectations. Net Income: $XXXX billion a +19% increase YoY. Diluted EPS: $XXXX up +22% YoY outperforming analyst estimates. Operating Income: $XXXX billion up +14% YoY. Operating Margin: Stable at 32.4%. Segment Performance: - Google Services (Search YouTube Subscriptions Devices): Revenue increased +12% to $XXXX billion. - Google Search & other: Revenue grew +12% to $XXXX billion. - YouTube ads: Revenue grew" @chivarse on X 2025-07-26 02:20:38 UTC XXX followers, XXX engagements
"$MSCI 1) Financials and Guidances: Operating Revenues: $XXXXX million up +9.1% compared to Q2 2024 slightly exceeding analyst expectations. - Recurring Subscription Revenues: Grew by +7.9%. - Asset-Based Fees: A strong increase of +12.7% largely driven by record Assets Under Management (AUM) in ETF products linked to MSCI indexes which surpassed $XXXX trillion (up XX% YoY). Adjusted EPS: $XXXX up +14.6% beating analyst estimates. GAAP Diluted EPS: $XXXX up +16.3%. Operating Margin (GAAP): Expanded to a robust XXXX% (up from XXXX% in Q2 2024). Adjusted EBITDA Margin: Strong at 61.4%. Run Rate:" @chivarse on X 2025-07-26 01:57:35 UTC XXX followers, XX engagements
"$TSLA 1) Financials and Guidances: Total Revenue: $XXXX billion a significant -XX% decrease year-over-year (YoY) from $XXXX billion in Q2 2024. This slightly exceeded Wall Street's forecast of $XXXX billion. Automotive Revenue: Declined by -XX% YoY to $XXXX billion. GAAP Net Income: $XXXX billion a -XX% decrease YoY from $XXX billion. This marks the third consecutive quarter of profit decline. Adjusted EPS: $XXXX matching Wall Street estimates. (However a separate report shows Adjusted Net Income down XX% to $XXX billion falling short of forecasts). Operating Income: Decreased -XX% YoY to" @chivarse on X 2025-07-24 15:29:10 UTC XXX followers, XX engagements
"4) Summarise the key highlights in Q&A: During the Q2 2025 earnings call key discussions revolved around: "Rough Quarters" Warning: Elon Musk explicitly warned "We probably could have a few rough quarters you know Q4 Q1 maybe Q2 next year." He linked this to the reduction of EV tax credits in the US and predicted a difficult period possibly through June of next year before autonomy scales. Robotaxi Rollout & Scalability: Analysts probed the specific timeline and expansion plans for the robotaxi service. Musk detailed the Austin pilot and stated the goal of availability across "half of the" @chivarse on X 2025-07-24 15:29:13 UTC XXX followers, XX engagements