/
Navigation
C
Chronicles
Browse all articles
C
E
Explore
Semantic exploration
E
R
Research
Entity momentum
R
N
Nexus
Correlations & relationships
N
~
Story Arc
Topic evolution
S
↻
Drift Map
Semantic trajectory animation
D
P
Posts
Analysis & commentary
P
Browse
@
Entities
Companies, people, products, technologies
◇
Domains
Browse by publication source
☉
Handles
Browse by social media handle
Detection
?
Concept Search
Semantic similarity search
!
High Impact Stories
Top coverage by position
+
Sentiment Analysis
Positive/negative coverage
*
Anomaly Detection
Unusual coverage patterns
Analysis
vs
Rivalry Report
Compare two entities head-to-head
/\
Semantic Pivots
Narrative discontinuities
!!
Crisis Response
Event recovery patterns
Connected
Nav: C E R N
Search: /
Command: ⌘K
Embeddings: large
VOICE ARCHIVE

Stephanie Link

@stephanie_link
10 posts
2025-11-20
$PANW: “The reality is that while 78% of organizations are embracing AI, 94% still lack the necessary security guardrails”. TAM is enormous. Consolidation ahead. #platformization
2025-11-20 View on X
CNBC

Palo Alto Networks reports Q1 revenue up 16% YoY to $2.47B, vs. $2.46B est., forecasts Q2 revenue in line with est., and acquires Chronosphere for $3.35B

Palo Alto Networks beat Wall Street's fiscal first-quarter estimates after the bell on Wednesday and announced plans …

View original
2025-10-31
All this debate about the slowing growth at AWS at $AMZN and they just beat expectations and grew at 20% - ahead of 18.5%-19% whisper. Recall, they have the largest share at 30% vs Azure at 20% and GCS at 13%. 4Q OI and TR guide also ahead.
2025-10-31 View on X
CNBC

Amazon reports Q3 AWS revenue up 20% YoY to $33B, vs. $32.42B est., and AWS operating income up 9.5% YoY to $11.4B

Amazon said Thursday that revenue in its cloud computing business increased 20% in the third quarter, exceeding analysts' estimates.  —  Revenue at Amazon Web Services for the thir...

View original
2025-10-30
$META: I am still a LT fan but credibility of “years” of efficiencies just went out the window w higher capex raise. Pos for LT but yet again - balance growth, monetization, expenses to find operating leverage. Operating leverage wins LT.
2025-10-30 View on X
Meta

Meta reports Q3 revenue up 26% YoY to $51.2B, vs. $49.4B est., net income down 83% YoY to $2.7B, and family DAP up 8% to 3.54B for September; META drops 12%+

Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended September 30, 2025.

View original
2024-11-21
$SNOW - beat against low expectations but on their way to recovery with new CEO. Beat EPS by 5 cents & revs up 28.3% y/y. Product revenue of $900.3m & up 29%. Net revenue retention rate of 127%. 542 customers with trailing 12-month product revenue greater than $1 million.
2024-11-21 View on X
Constellation Research

Snowflake reports Q3 revenue up 28% YoY to $942.09M, vs. $898.46M est., and partners with Anthropic to bring Claude 3.5 models to Cortex AI; SNOW jumps 20%+

Larry Dignan / Constellation Research :

View original
2024-07-31
$MSFT: wasn't perfect. It needed to be given its 11% ytd gain against the $IGV up 3.2%. Azure is 43% of TR with 50% of the expected revenue growth. 36x against high expectations. Not horrible but a recalibration.
2024-07-31 View on X
Microsoft

Microsoft reports Q4 revenue up 15% YoY to $64.7B, net income up 10% YoY to $22B, Office Commercial revenue up 12% YoY, and LinkedIn revenue up 10% YoY

REDMOND, Wash. — July 30, 2024 — Microsoft Corp. today announced the following results for the quarter ended June 30, 2024 …

View original
2023-01-25
$MSFT: Pretty sure I am not buying something that sells at 24x forward EPS with GAAP OI down 8%, NI down 12% and EPS down 11%. Non GAAP just as bad. No touch for now.
2023-01-25 View on X
Microsoft

Microsoft reports Q2 revenue up 2% YoY to $52.7B, net income down 12% YoY to $16.4B, Dynamics 365 revenue up 21% YoY, and LinkedIn revenue up 10% YoY

Earnings Release FY23 Q2 Microsoft Cloud Strength Drives Second Quarter Results REDMOND, Wash. — January 24, 2023 …

View original
2022-12-01
$CRM: Not really a way to spin this as a positive after investors wanted to find mgmt diversification. And huge cred from Bret Taylor. https://www.cnn.com/...
2022-12-01 View on X
CNBC

Salesforce says Bret Taylor will step down as vice chair and co-CEO on January 31, 2023, and Marc Benioff will stay on as chair and CEO

- Observers viewed Bret Taylor as a possible successor for Marc Benioff, Salesforce's iconic co-founder.  — It's the second time in less than three years …

View original
2022-10-07
$AMD pre EPS neg news AH. No surprise. Many have indicated double orders for some time given supply chain issues and pull forward from"stay at home". Stock discounts a lot of bad news - down 53% ytd. Watch action as a decent tell on washout. $NVDA $MU https://www.cnbc.com/...
2022-10-07 View on X
CNBC

AMD announces ~$5.6B in preliminary Q3 revenue, below its outlook of $6.7B plus or minus $200M, driven by weaker Client segment revenue and supply chain issues

Todd Haselton / CNBC :

View original
2022-07-19
Add $AAPL to the tech list to slow hiring. https://www.bloomberg.com/...
2022-07-19 View on X
Bloomberg

Sources: Apple plans to slow hiring and spending growth in 2023 in some divisions to cope with a potential economic downturn; the changes won't affect all teams

View original
2021-07-12
Not sure how I feel about this: $AMZN Wants to Monitor You in Your Sleep, for Your Benefit https://www.bloomberg.com/...
2021-07-12 View on X
Bloomberg

FCC approves Amazon's request to use “Radar Sensors” to sense motion and “enable contactless sleep tracing functionalities”

- FCC gives Amazon approval to use airwaves for radar sensor  — Device could aid ‘management of sleep hygiene,’ company says

View original