The Transcript
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We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |
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$ARM CEO on the potential slowdown in US data center expansion:
"I do believe strongly that if the US hesitates in any way, shape or form in terms of data center build out, the rest of the world is is ready and willing. There is just huge demand for this capacity" [CNBC]
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IBM CEO: "Demand across our portfolio combined with strong operational execution led to accelerated growth and solid operating pre-tax margin expansion in the quarter"
$IBM: +6% AH
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$SNPS Synopsys CEO Sassine Ghazi in their engagement with OpenAI:
"The requirement we have is our knowledge and IP cannot get sucked into a model that becomes the base model and without our control is available to the world. That's a nonstarter for Synopsys… OpenAI will have to invest hundreds of millions of dollars to post-train GPT to make a GPT-Synopsys. That does not come for free"
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@steipete Ack, will follow up
$HPE HPE Networking EVP: Management underestimated the strength of the cycle
"Quite frankly, we, including I, underestimated just how explosive the market growth is and also how good our execution is going to be in capturing that"
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$COST Costco CEO Ron Vachris: Younger members are becoming a materially larger part of the membership base.
“Our member base under 40 has grown nearly 60% since COVID, increasing our total penetration of members under 40 to more than 1/4 of our total base....While these younger members start out spending a little less with us, over time, they grow into higher spending members
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$NVO Novo Nordisk CEO: Wegovy pill is already one of Novo’s strongest launches
“The 7 million prescriptions that has been so far written for Wegovy pill makes it the best product launch in volume in U.S. across all different companies.”
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$SNPS Synopsys CEO Sassine Ghazi in their engagement with OpenAI:
"The requirement we have is our knowledge and IP cannot get sucked into a model that becomes the base model and without our control is available to the world. That's a nonstarter for Synopsys… OpenAI will have to invest hundreds of millions of dollars to post-train GPT to make a GPT-Synopsys. That does not come for free"
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Hemnet CEO : "...if we look at the code that we generated in December 2025, roughly 20% was enabled by an AI. That is closer to 90%, so 9-0, today."
*Hemnet operates Sweden’s largest online property marketplace.
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$TSLA deliveries vs. production:
Next Earnings call: Wednesday, October 21, 2026
Q3 2026
Production: 464,391
Deliveries: 486,532
Energy storage deployments: 13.7 GWh
Our Q3 Company Update will be streamed live on X on October 21 at 4:30pm CT
Q3 2026
Production: 464,391
Deliveries: 486,532
Energy storage deployments: 13.7 GWh
Our Q3 Company Update will be streamed live on X on October 21 at 4:30pm CT
$HPE HPE Networking EVP: Management underestimated the strength of the cycle
"Quite frankly, we, including I, underestimated just how explosive the market growth is and also how good our execution is going to be in capturing that"
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$CG Carlyle Group Chair David Rubenstein: "So I decided to start Carlyle with no knowledge of how little I really didn't know about private equity. And most people that start companies start companies with knowing very little about what they're about to do. Very few. Because you just, if you knew how all the problems in starting a company, you probably wouldn't start it.”"
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$OWL Chairman Douglas Ostrover: Blue Owl owns and operates 140+ data centers with ~15 GW of capacity
“Our data center business, we have a 1,000-person team in that space. We've been at it for in excess of 10 years. We own and operate in excess of 140 facilities, about 15 gigawatts of capacity makes us one of the largest players and globally there.”
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If you don't want to make mistakes, I doubt you will be super successful because failure is the best teacher.
Also very important to learn from mistakes and not repeat them!
$BX Blackstone CFO Michael Chae: “We're the largest non-captive alternative insurance platform with $290 billion of AUM. That's up nearly 4x over the last 5 years.”
$COST Costco CEO Ron Vachris: "Our current plan is to open another 33 warehouses in fiscal year 2027... as we build towards our goal of opening 30 net new warehouses per year.”
$NKE Nike CFO: “In Q1, the Jordan Brand represented 13% of our global business with revenue falling by mid-teens.”
$NKE Nike CFO: "....we still have more work to do. Our results are below both our expectations and our potential, and we are focused on closing this gap. ...In Q1, revenues were $11.2 billion, a decline of 4% on a reported basis and 5% on a currency-neutral basis."
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Ben Affleck now believes AI is unlikely to replace end-to-end filmmaking:
“It's complicated and expensive and difficult for generative AI to do this beginning-to-end actual filmmaking that we do to the extent that I think actually it may end up being bounded by the constraints of physics and energy before you reach a place where it could actually do that."
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“I feel this is one of the least likely domains to be disintermediated by AI,” CEO @artists_equity; Director, Actor, Writer & Producer, @BenAffleck, discusses AI taking over the industry.
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#BloombergScreentime#
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