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[@LongYield](/creator/twitter/LongYield)
"$NVDA NVIDIA Corporation & $INTC Intel Corporation Special Call Key Highlights: (1/2) 📢 Historic Strategic Partnership Announcement NVIDIA and Intel unveiled a major multi-generational collaboration to jointly develop x86 CPUs for both data center and personal computing use cases. This marks the first time NVIDIA will become a significant customer of Intel server CPUs integrating them into NVIDIAs NVLink ecosystem for AI infrastructure. The companies plan to co-develop custom x86 SoCs that will combine Intel CPUs with NVIDIA GPU chiplets for a new class of high-performance personal computing"  
[X Link](https://x.com/LongYield/status/1973042299484475772) [@LongYield](/creator/x/LongYield) 2025-09-30T15:08Z 4486 followers, XXX engagements


"$JNJ Johnson & Johnson Earnings Call Key Highlights 2/2 Financial Results Worldwide sales: $XX billion (5.4% operational growth); U.S. XXX% ex-U.S. 4.4%; adjusted EPS $XXXX (up 15.7%). Innovative Medicine sales $XXXX billion (5.3% growth despite 1070 bps STELARA headwind); MedTech $XXX billion (5.6% growth). Adjusted pretax margins: Innovative Medicine improved to XXXX% (from NM26 expense offset); MedTech declined to XX% due to macro factors. Generated $XX billion free cash flow YTD; ended Q3 with $XX billion cash/marketable securities $XX billion debt (net debt $XX billion). Capital"  
[X Link](https://x.com/LongYield/status/1978121716158124497) [@LongYield](/creator/x/LongYield) 2025-10-14T15:32Z 4485 followers, XXX engagements


"$JPM JPMorgan Chase & Co. Earnings Call Key Highlights: (1/2) 📈 Strong Financial Performance and Metrics JPMorgan Chase reported Q3 2025 net income of $XXXX billion and EPS of $XXXX delivering an ROTCE of 20%. Revenue rose X% YoY to $XXXX billion driven by strength in markets asset management investment banking and payments. Net interest income (NII) growth from balance sheet mix was offset by the impact of lower interest rates. Expenses increased X% YoY to $XXXX billion with the rise attributed to volume and revenue-related spending. 💳 Credit Quality and Reserve Activity Total credit costs"  
[X Link](https://x.com/LongYield/status/1978437143484653894) [@LongYield](/creator/x/LongYield) 2025-10-15T12:25Z 4486 followers, XXX engagements


"$NFLX Netflix Earnings Release 📈 Revenue Growth Q3 revenue rose XX% YoY to $11.51B in line with guidance Growth driven by membership increases pricing and ad revenue All regions posted strong growth: UCAN: +17% 🌍 EMEA: +18% 🌎 LATAM: +10% 🌏 APAC: +21% 💰 Profitability & Margins Operating income: $3.25B (+12% YoY) Operating margin: XX% (vs. XX% in Q324) 📉 Missed guidance due to $619M expense tied to Brazilian tax dispute Without this one-time charge margin would have exceeded expectations EPS: $XXXX (vs. $XXXX last year) but $XXXX below forecast 🚀 Engagement & Content Achieved record"  
[X Link](https://x.com/LongYield/status/1980731098448752797) [@LongYield](/creator/x/LongYield) 2025-10-21T20:21Z 4486 followers, XXX engagements


"$NFLX Netflix Inc. Earnings Call Key Highlights: 📈 Business Health and Strategic Outlook Netflix reported solid Q3 2025 performance with revenue in line with expectations and operating income slightly below forecast due to a one-time Brazilian tax expense. The company achieved record share of TV viewing time in both the U.S. (8.6%) and U.K. (9.4%) underlining strong engagement trends. Netflix continues to build out its capabilities in live content and gaming citing high-profile events like the Canelo-Crawford fight and the launch of interactive gaming via smartphones. Despite commanding only"  
[X Link](https://x.com/LongYield/status/1981013443764212035) [@LongYield](/creator/x/LongYield) 2025-10-22T15:03Z 4486 followers, XXX engagements


"$ISRG Intuitive Surgical Inc. Earnings Call Key Highlights: 📊 Strong Procedure and Revenue Growth Total worldwide procedures grew XX% year-over-year in Q3 2025 driven by XX% growth in da Vinci procedures and XX% growth in Ion procedures. Q3 revenue rose XX% to $XXXX billion supported by robust capital placements and increased system utilization across all platforms. Operating margin on a pro forma basis was XX% while earnings per share increased XX% to $XXXX or $XXXX excluding tax-related benefits. Utilization gains of X% for da Vinci multiport XX% for Ion and XX% for SP platforms indicate"  
[X Link](https://x.com/LongYield/status/1981014178384015641) [@LongYield](/creator/x/LongYield) 2025-10-22T15:06Z 4485 followers, XXX engagements


"$T AT&T Inc. Earnings Call Key Highlights: 📶 Robust Mobility Performance AT&T added 405000 postpaid phone subscribers in Q3 2025 slightly ahead of the prior year maintaining growth despite heightened switching activity across the industry. Mobility service revenue grew XXX% YoY contributing to EBITDA growth of XXX% despite prior-year administrative fee revenue creating a tougher comparison. Postpaid phone ARPU was stable YoY at $XXXXX after adjusting for 2024s one-time service revenue though slightly pressured by the success in attracting lower-ARPU segments such as the 55+ plan. Churn rose"  
[X Link](https://x.com/LongYield/status/1981016187971543395) [@LongYield](/creator/x/LongYield) 2025-10-22T15:13Z 4485 followers, XXX engagements


"Europes Satellite Giants Unite in Space Merger Push 🛰 Airbus $AIR.PA Thales $HO.PA & Leonardo $LDO.MI finalize plans to merge satellite units 📅 Announcement delayed slightly; deal remains on track 🤝 Joint firm to hold 1/3 share each; full structure in X yrs 📉 Aims to rival $SpaceX's Starlink amid falling GEO demand 🚀 Will become top global GEO satellite maker per Quilty Space 📦 Project codename: Projet Bromo #Airbus #Thales #Leonardo #SpaceNews #Starlink"  
[X Link](https://x.com/LongYield/status/1981054472848887835) [@LongYield](/creator/x/LongYield) 2025-10-22T17:46Z 4486 followers, XXX engagements


"$FAST Fastenal Company Earnings Call Key Highlights: (1/2) 📈 Revenue Growth and Market Share Gains Fastenal reported Q3 2025 net sales of $XXXX billion an XXXX% year-over-year increase marking its second consecutive quarter above the $X billion mark. The growth occurred with the same number of selling days as Q3 2024 providing a clean comparison and underscoring strong execution amid a flat industrial market. Daily sales in Q3 exceeded seasonal benchmarks with July up XXXX% year-over-year and stronger-than-expected cadence throughout the quarter. Year-to-date daily sales (JanuarySeptember)"  
[X Link](https://x.com/LongYield/status/1977864573043503517) [@LongYield](/creator/x/LongYield) 2025-10-13T22:30Z 4485 followers, XXX engagements


"$SLB Schlumberger Limited Earnings Call Key Highlights: (1/2) 📊 Solid Quarterly Performance Amid Macro Challenges Q3 2025 revenue reached $XXX billion a X% sequential increase bolstered by two months of contribution from the ChampionX acquisition. North America revenue surged XX% sequentially led by ChampionX integration and robust offshore activity offsetting U.S. land softness. International markets grew X% sequentially with activity strength across the Middle East Asia and select offshore regions like Guyana and Sub-Sahara Africa. Adjusted EBITDA margin was XXXX% down XX bps sequentially"  
[X Link](https://x.com/LongYield/status/1979291715807907880) [@LongYield](/creator/x/LongYield) 2025-10-17T21:01Z 4485 followers, XXX engagements


"$EL Este Lauder Companies Earnings Release 📊 Key Highlights: Earnings Beat: Reported EPS of $XXXX significantly exceeding the consensus estimate of $XXXX by XXX% 🚀 Revenue Growth: Revenue reached $XXXX billion a slight beat over the expected $XXXX billion growing XXX% YoY 📈 Guidance: Lowered fiscal 2025 earnings guidance to $2.75-$2.95 per share on revenue of $15.45B-$15.92B below consensus estimates 😕 Challenging Market: Expected continued softness in mainland China and Asia travel retail due to weak consumer sentiment Profit Recovery Plan: Implementing strategic measures to offset"  
[X Link](https://x.com/LongYield/status/1825527994091536610) [@LongYield](/creator/x/LongYield) 2024-08-19T13:39Z 4486 followers, 2893 engagements


"$MC LVMH Mot Hennessy Louis Vuitton Earnings Call Key Highlights: 📊 Group Revenue and Organic Trends LVMH reported revenues of XX billion for the first nine months of 2025 down X% organically and X% on a reported basis due to a X% negative currency impact. Q3 2025 saw a return to organic growth of X% although reported sales declined X% due to a X% negative currency impact. All business groups posted sequential improvement in Q3 most notably Fashion & Leather Goods reflecting stronger local demand in key markets. Europe remained stable while the U.S. and Asia (excluding Japan) returned to"  
[X Link](https://x.com/LongYield/status/1978438592054620266) [@LongYield](/creator/x/LongYield) 2025-10-15T12:31Z 4486 followers, XXX engagements


"$IBM International Business Machines Corporation Earnings Call Key Highlights: (1/2) 📈 Strong Revenue and Profit Growth IBM reported X% revenue growth in Q3 2025its fastest rate in several yearsdriven by sequential acceleration across all business segments. Adjusted EBITDA grew XX% year-over-year with XXX basis points of margin expansion reflecting strong operating leverage and execution. Operating earnings per share rose XX% while free cash flow reached $XXX billion year-to-date the highest nine-month free cash flow margin in IBMs history. Given the strong performance IBM raised full-year"  
[X Link](https://x.com/LongYield/status/1981800053002977292) [@LongYield](/creator/x/LongYield) 2025-10-24T19:08Z 4486 followers, XXX engagements


"$IBM International Business Machines Corporation Earnings Call Key Highlights: (2/2) 🔬 Quantum Computing Progress and Partnerships IBM continues to execute its roadmap toward delivering the first error-corrected quantum computer by 2028. Notable client use cases include HSBC improving bond trading predictions and Vanguard optimizing portfolio construction using IBMs Heron Quantum Processor. IBM and AMD announced a strategic partnership to build quantum-centric supercomputing architectures leveraging AMD CPUs GPUs and IBMs quantum tech. IBMs commitment to global quantum leadership was"  
[X Link](https://x.com/LongYield/status/1981800114579812745) [@LongYield](/creator/x/LongYield) 2025-10-24T19:09Z 4486 followers, XXX engagements


"$QS QuantumScape Corporation Earnings Call Key Highlights: (1/2) 🏍 Ducati V21L Demonstration Marks Key Commercial Milestone QuantumScape's first real-world product demonstration occurred at the IAA Mobility show in Munich where the Ducati V21L electric motorcycle featured the companys QSE-5 solid-state battery cells. The program showcases QuantumScapes next-gen lithium-metal technology in a demanding high-performance application with high visibility but low production volume. Field testing is the next step and the Ducati initiative is positioned as the launch program to validate battery"  
[X Link](https://x.com/LongYield/status/1981800459309609288) [@LongYield](/creator/x/LongYield) 2025-10-24T19:10Z 4486 followers, XXX engagements


"$QS QuantumScape Corporation Earnings Call Key Highlights: (2/2) 💼 Capital-Light Licensing Business Model Taking Shape QSs business model is centered on monetizing its technology via licensing development work and value sharing with ecosystem partners. Three primary revenue streams are envisioned: (1) near-term customer development payments; (2) long-term royalties from licensed production; and (3) ecosystem value-sharing. This model allows QS to scale with reduced capital intensity leveraging partners balance sheets and manufacturing infrastructure. Customer billings in Q3 reflect the early"  
[X Link](https://x.com/LongYield/status/1981800541135991002) [@LongYield](/creator/x/LongYield) 2025-10-24T19:10Z 4486 followers, XXX engagements


"$GSHD Goosehead Insurance Inc. Earnings Call Key Highlights: (1/2) 📊 Strong Revenue and Premium Growth with Improving Trends Goosehead reported Q3 2025 total revenue of $XXXX million up XX% year-over-year with core revenue growing XX% to $XXXX million and adjusted EBITDA increasing XX% to $XXXX million. Total written premiums rose XX% to $XXX billion driven by XX% growth in franchise premiums and a X% rise in corporate premiums. Client retention improved to XX% (from XX% for four consecutive quarters) and policies in force increased XX% to XXX million with expectations for continued"  
[X Link](https://x.com/LongYield/status/1981800898427756878) [@LongYield](/creator/x/LongYield) 2025-10-24T19:12Z 4486 followers, XXX engagements


"$GSHD Goosehead Insurance Inc. Earnings Call Key Highlights: (2/2) 🚀 Accelerating Strategic Investments with Long-Term Growth Vision Gooseheads capital-light digital platform strategy enables it to aggressively invest while maintaining profitability and financial flexibility. In 20262027 $25$35 million annual investments are planned for technology and partnership enablement with $8$11 million annually hitting operating expenses. The company projects these investments will unlock written premium growth potential exceeding XX% annually within five years through scalable digitally enabled"  
[X Link](https://x.com/LongYield/status/1981801028908409049) [@LongYield](/creator/x/LongYield) 2025-10-24T19:12Z 4486 followers, XXX engagements


"@_Wvyaooo Next token predict sounds like he is talking about what generative AI does"  
[X Link](https://x.com/LongYield/status/1981847843565629440) [@LongYield](/creator/x/LongYield) 2025-10-24T22:18Z 4486 followers, XX engagements