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Activision Blizzard Earnings

Madrona Ventures Group Managing Director Hope Cochran – who was also CFO of King Digital, acquired by Activision Blizzard in 2016 – joins Emily Chang to talk about the gaming giant’s fouth quarter earnings coming just two weeks after Microsoft announced a $69 billion deal to acquire them.

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Madrona Ventures Group Managing Director Hope Cochran – who was also CFO of King Digital, acquired by Activision Blizzard in 2016 – joins Emily Chang to talk about the gaming giant’s fouth quarter earnings coming just two weeks after Microsoft announced a $69 billion deal to acquire them.

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20 Comments

20 Comments

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Bloomberg Technology

Palantir Surges as AI Demand Accelerates | Bloomberg Tech 8/4/2026

Bloomberg’s Ed Ludlow breaks down Palantir’s blockbuster earnings results and strong commercial demand, with US commercial sales in the second quarter rising 149% from a year earlier. Plus, Apple exceeded $10 billion in annual sales in India for the first time last fiscal year. And, Palo Alto Networks doubles down on AI-powered cyber defense. Chapters:…

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Bloomberg’s Ed Ludlow breaks down Palantir’s blockbuster earnings results and strong commercial demand, with US commercial sales in the second quarter rising 149% from a year earlier. Plus, Apple exceeded $10 billion in annual sales in India for the first time last fiscal year. And, Palo Alto Networks doubles down on AI-powered cyber defense.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:42 – Mariana Perez Mora, BofA Securities, Aerospace & Defense Analyst
00:08:21 – Peter Oey, Grab CFO
00:13:19 – Bloomberg’s Dana Wollman on Apple Exceeding $10B in Annual Sales in India
00:16:40 – Talking Tech with Yahaira Anand
00:18:11 – Bloomberg’s Mike Shepard Discusses AI Tensions Ahead of Trump-Xi Meeting
00:23:33 – Carmen Reinicke Talks Tech Stocks
00:25:19 – Celine Woo, Lazard Asset Management Portfolio Manager
00:31:38 – Nikesh Arora, Palo Alto Network CEO
00:40:30 – Bloomberg’s Hema Parmar Discusses Coatue’s Hedge Funds Having its Worst Month in Over a Year
——–
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Bloomberg Technology

Coatue’s Hedge Fund Sees Worst Drop in More Than a Year

Coatue Management’s hedge fund plunged 8.3% last month, marking the latest tech-focused money manager to be whipsawed after a sharp selloff in AI stocks, though sources say the fund is still up 14.3% year-to-date. Bloomberg’s Hema Parmar joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch…

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Coatue Management’s hedge fund plunged 8.3% last month, marking the latest tech-focused money manager to be whipsawed after a sharp selloff in AI stocks, though sources say the fund is still up 14.3% year-to-date. Bloomberg’s Hema Parmar joins Ed Ludlow on “Bloomberg Tech.”
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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Bloomberg Technology

How Palo Alto Wants AI to Patch Cyber Threats in Hours

Palo Alto Networks is launching a new AI-powered cybersecurity platform designed to help organizations detect vulnerabilities and deploy protections in hours instead of weeks. CEO Nikesh Arora discusses how AI is reshaping both cyberattacks and cyber defense and why he believes enterprises will eventually dedicate as much as 15% of operating expenses to AI. He…

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Palo Alto Networks is launching a new AI-powered cybersecurity platform designed to help organizations detect vulnerabilities and deploy protections in hours instead of weeks. CEO Nikesh Arora discusses how AI is reshaping both cyberattacks and cyber defense and why he believes enterprises will eventually dedicate as much as 15% of operating expenses to AI. He joins Ed Ludlow on “Bloomberg Tech.”
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
Get the latest in tech from Silicon Valley and around the world here:

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