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VOICE ARCHIVE

Charlie Bilello

@charliebilello
40 posts
2025-04-24
Tesla's Net Income fell 71% over the past year to $409 million. This was the first sub-$1 billion quarter for Tesla's bottom line in 4 years. $TSLA https://bilello.blog/... [image]
2025-04-24 View on X
Financial Times

Elon Musk is stepping back from DOGE in May, spending 1-2 days per week on government work, as tariffs, customer anger, and Chinese competition weigh on Tesla

Billionaire's foray into government coincided with increased competition from Chinese rivals  —  In the days following Donald …

2024-10-18
Netflix revenues hit a record $9.8 billion in Q3 2024, up 15% YoY. Operating profit margin of 29.6% was a record high. 5.1 million paid subscribers were added during the quarter, above estimates of 4.5 million. $NFLX https://bilello.blog/... [image]
2024-10-18 View on X
CNBC

Netflix reports Q3 revenue up 15% YoY to $9.83B, vs. $9.76B est., paid memberships up 14% to 282.72M, vs. 282.15M est., and net income of $2.4B; NFLX jumps 7%+

LOS ANGELES — Netflix reported earnings after the bell.  Here are the results.  — Earnings per share: $5.40.

2024-06-27
Amazon's market cap crossed above $2 trillion today for the first time. This is 4,560 times higher than its $442 million market cap at its IPO 27 years ago. One of the most incredible growth stories in history. $AMZN https://bilello.blog/... [image]
2024-06-27 View on X
Bloomberg

Amazon reaches a $2T market valuation for the first time; its shares have whipsawed since the company's Q1 2024 earnings and have gained 29% so far in 2024

Carmen Reinicke / Bloomberg :

2024-06-19
10 years ago Nvidia had a market cap of $10 billion. Since then, its market cap has increased over 300x to $3.33 trillion. Today it surpassed Apple and Microsoft to become the largest company in the world. There is no impossible in markets. $NVDA $MSFT $AAPL [image]
2024-06-19 View on X
Wall Street Journal

As Nvidia passes Microsoft's market cap, John Chambers, who was Cisco's CEO when Cisco passed Microsoft in the dot-com boom, says the situation now is different

Chip maker passes Microsoft for top spot, just as John Chambers-led Cisco Systems did two decades ago.  He says the situation now is different.

The combined market cap of all 2000 companies in the Small Cap Russell 2000 Index: $3.02 trillion. The market cap of 3 largest US companies: -Microsoft $MSFT: $3.33 trillion -Apple $AAPL: $3.32 trillion -Nvidia $NVDA: $3.23 trillion https://www.youtube.com/... [image]
2024-06-19 View on X
Wall Street Journal

As Nvidia passes Microsoft's market cap, John Chambers, who was Cisco's CEO when Cisco passed Microsoft in the dot-com boom, says the situation now is different

Chip maker passes Microsoft for top spot, just as John Chambers-led Cisco Systems did two decades ago.  He says the situation now is different.

2023-12-30
Apple's stock is up 50% this year and it's the largest company in the world with a market cap over $3 trillion. And this is the headline today... [image]
2023-12-30 View on X
CNBC

Apple was up ~50% in 2023 but underperformed its tech peers after Apple suffered four straight quarters of declining revenue, its longest such slide since 2001

Apple's stock is up 50% this year and it's the largest company in the world with a market cap over $3 trillion. And this is the headline today... [image]
2023-12-30 View on X
CNBC

After a 33% plunge in 2022, the Nasdaq finished 2023 up 43%, its best year since 2020, led by Nvidia, which soared 239%, and Meta, which jumped almost 200%

up almost 200% in 2023 Zuckerberg's “year of efficiency” delivered [image] LinkedIn: Emil Protalinski : Tech stocks in 2023, sorted by market cap

2023-12-29
Apple's stock is up 50% this year and it's the largest company in the world with a market cap over $3 trillion. And this is the headline today... [image]
2023-12-29 View on X
CNBC

Apple stock jumped 54% in 2023 but underperformed tech peers after Apple suffered four straight quarters of declining revenue, its longest such slide since 2001

- In 2023, Apple suffered its longest revenue slide in 22 years, reporting four straight quarters of declining sales.

2023-07-27
Facebook Q2 revenues were up 11% over the prior year, its first double-digit growth rate since Q4 2021. Net income increased 16% to $7.8 billion. Guidance for Q3 revenue is $32-$34.5 billion, well above analyst estimates of $31.3 billion. Stock is up 8% after hours. $META [image]
2023-07-27 View on X
Meta Investor Relations

Meta reports Q2 revenue up 11% YoY to $32B, net income up 16% YoY to $7.79B, and family daily active people up 7% YoY to 3.07B for June 2023; META jumps 10%+

but most of the new users came from outside the US and Canada Karissa Bell / Engadget : Meta had its best quarter since 2021 despite losing more money on the metaverse Abubakar Idr...

Facebook Q2 revenues were up 11% over the prior year, its first double-digit growth rate since Q4 2021. Net income increased 16% to $7.8 billion. Guidance for Q3 revenue is $32-$34.5 billion, well above analyst estimates of $31.3 billion. Stock is up 8% after hours. $META [image]
2023-07-27 View on X
Bloomberg

Meta forecasts 20% revenue growth in Q3, returning to pre-pandemic and pre-ATT levels, potentially creating cover for expensive AI and metaverse investments

- Meta's current quarter sales projection beats estimates  — Company continues to increase spending on metaverse, AI

2023-03-14
The 2-year US Treasury yield is down over 100 bps in the last 3 trading days (5.05% -> 4.04%), the largest 3-day decline in yields since the October 1987 stock market crash.
2023-03-14 View on X
New York Times

Signature's and SVB's collapse was aided by GOP-led Dodd-Frank reforms that raised the “stress test” threshold from $50B to $250B, pushed for by SVB executives

Officials with Signature and Silicon Valley banks, which regulators seized in recent days, called for looser financial requirements for midsize banks.

The 2-year US Treasury yield is down over 100 bps in the last 3 trading days (5.05% -> 4.04%), the largest 3-day decline in yields since the October 1987 stock market crash.
2023-03-14 View on X
U.S. Department of the Treasury

The US Treasury, Federal Reserve, and the FDIC say all Silicon Valley Bank depositors will be “fully” protected, and their money will be available on March 13

2022-11-23
Bitcoin's 78% drawdown over the last year is its largest since 2017-18 and at 376 days is now the 2nd longest, trailing only the 2013-15 decline of 410 days. $BTC https://twitter.com/...
2022-11-23 View on X
Bloomberg

Sources: Genesis Global has $2.8B in outstanding loans, including ~30% of its lending made to related parties like its parent company DCG

Bloomberg :

2022-07-30
Apple Revenue (Billions) 2022(est): 393 2021: 378 2020: 294 2019: 268 2018: 266 2017: 229 2016: 216 2015: 234 2014: 183 2013: 171 2012: 157 2011: 108 2010: 65 2009: 43 2008: 37 2007: 25 2006: 19 2005: 14 2004: 8.3 2003: 6.2 2002: 5.7 2001: 5.4 2000: 8.0 1999: 6.1 1998: 5.9 $AAPL
2022-07-30 View on X
Apple

Apple reports record Q3 revenue of $83B, up 2% YoY, vs $82.8B est., net income down 11% to $19.4B, iPhone revenue up 3% to $40.7B, Mac revenue down 10% to $7.4B

people coming from Android - saw double-digit growth) Joanna Stern / @joannastern : “We didn't have enough product to test the demand,” Cook says of impact of inflation and other m...

2022-07-29
Apple Revenue (Billions) 2022(est): 393 2021: 378 2020: 294 2019: 268 2018: 266 2017: 229 2016: 216 2015: 234 2014: 183 2013: 171 2012: 157 2011: 108 2010: 65 2009: 43 2008: 37 2007: 25 2006: 19 2005: 14 2004: 8.3 2003: 6.2 2002: 5.7 2001: 5.4 2000: 8.0 1999: 6.1 1998: 5.9 $AAPL
2022-07-29 View on X
Apple

Apple reports record Q3 revenue of $83B, up 2% YoY, vs $82.8B est., net income down 11% to $19.4B, iPhone revenue up 3% to $40.7B, Mac revenue down 10% to $7.4B

iPhone and Services drive June quarter record revenue  —  Active installed base of devices reaches all-time high for all major product categories

Amazon Q2 revenues were up 7% over the prior year, the slowest YoY growth rate in company history. Its stock is currently up 10% in after hours trading. It's not the news but the reaction to the news that matters, revealing expectations/sentiment. $AMZN Data via @ycharts https://twitter.com/...
2022-07-29 View on X
Amazon

Amazon reports Q2 revenue up 7% YoY to $121.2B, $2B net loss vs. $7.8B net income in Q2 2021, and AWS revenue up 33% YoY; stock jumps 12%+

SEATTLE—(BUSINESS WIRE)—Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its second quarter ended June 30, 2022.

2021-10-23
Snapchat Daily Active Users (millions)... Q3 '21: 306 Q3 '20: 249 Q3 '19: 210 Q3 '18: 186 Q3 '17: 178 Q3 '16: 153 Q3 '15: 94 Q3 '14: 62 YoY % Change... Q3 '21: +23% Q3 '20: +19% Q3 '19: +13% Q3 '18: +4% Q3 '17: +16% Q3 '16: +63% Q3 '15: +52% $SNAP
2021-10-23 View on X
CNBC

Snap Q3: $1.07B revenue, up 57% YoY, vs. $1.10B est., DAUs up 23% to 306M, net loss down 64% to $72M, blames iOS ATT changes for revenue miss; stock down 20%+

oh vey “We expect that the measurement and optimization foundations of the digital advertising economy will continue to experience significant changes in the months ahead, includin...

2021-10-22
Snapchat Daily Active Users (millions)... Q3 '21: 306 Q3 '20: 249 Q3 '19: 210 Q3 '18: 186 Q3 '17: 178 Q3 '16: 153 Q3 '15: 94 Q3 '14: 62 YoY % Change... Q3 '21: +23% Q3 '20: +19% Q3 '19: +13% Q3 '18: +4% Q3 '17: +16% Q3 '16: +63% Q3 '15: +52% $SNAP
2021-10-22 View on X
CNBC

Snap Q3: $1.07B revenue, up 57% YoY, vs. $1.10B est., DAUs up 23% to 306M, net loss down 64% to $72M, blames iOS ATT changes for revenue miss; stock down 20%+

- Snap reported its third-quarter earnings on Thursday, missing revenue expectations after Apple's iPhone privacy changes disrupted its advertising business. Source: Snap .

2021-04-21
Netflix shareholder letter explaining the 2 million subscriber miss: “covid-19 pull forward in 2020” and “a lighter content slate due to covid-19 production delays.” https://s22.q4cdn.com/... https://twitter.com/...
2021-04-21 View on X
Netflix - Investors

Netflix reports Q1 revenue of $7.16B, up 24% YoY, and 208M paid memberships, up 14% YoY but below its forecast of 210M; stock down 8%+

Netflix - Investors :

2021-02-05
“On average, Snapchatters opened Snapchat 30 times every day in Q4 2020.” https://investor.snap.com/...
2021-02-05 View on X
The Verge

Snap says its TikTok competitor Spotlight had 100M MAUs in January, two months after its launch, and receives an average of 175K video submissions per day

A surprisingly successful debut  —  Snap says its TikTok competitor, Spotlight, had 100 million users in January 2021, just two months after it launched.