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Breaking Down Facebook’s Second-Quarter Earnings

Jul.28 — Scott Kessler, Third Bridge’s head of technology, breaks down Facebook’s second-quarter earnings with Bloomberg’s Emily Chang on “Bloomberg Technology.”

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Jul.28 — Scott Kessler, Third Bridge’s head of technology, breaks down Facebook’s second-quarter earnings with Bloomberg’s Emily Chang on “Bloomberg Technology.”

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3 Comments

3 Comments

  1. mrPmj00

    July 28, 2021 at 10:38 pm

    Go facebook!

  2. mrPmj00

    July 28, 2021 at 10:39 pm

    —I bought FAANG stocks (Facebook, Apple, Amazon, Microsoft) Netflix, and Intel, Zoom, …
    ___Disney, Wells Fargo, Lockheed, Walgreens, IBM, Chevron, DOW, SIEGY, AT&T for the recovery.

    Warren buffet quotes: It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.
    Love warren buffet’s quote: We want to buy easy things…we don’t have to prove our manhood by doing something terribly difficult (?
    v=xe8pPTHTqQE at 1:17 minutes)

  3. mrPmj00

    July 28, 2021 at 10:39 pm

    =Have you noticed that Wall Street Journal, Yahoo, CNBC, CNN and bloomberg hate tech (even though most of us have 401k plans that have big tech) and push crypto

    crap, NFT ponzi scheme, and meme/gambling stocks like AMC/gamestop/SPAC, promoting China, and scaring investors by promoting inflation?
    For the fools that bought crypto in May 2021, they’ve lost -50% as of July 2021, even worse if you bought dodgecoin -80%!

    You’re wrong about inflation going up. Most people aren’t buying new cars. However, most people DO buy gas and that’s roughly the same as a year ago, not to

    mention that we work from home and saved soo much money by not spending on gas or maintenance, and tons more on not having to pay for daycare costs.

    Inflation or no Inflation, who cares. Own high quality companies whose products and services have pricing power, that leads them to have stable growing cash flows.

    Price will take care of the rest…

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Bloomberg Technology

Microsoft’s Big Bets on AI Start to Pay Off

Microsoft Corp. reported better-than-expected cloud revenue, suggesting the company continues to reap the benefits of its massive investment in artificial intelligence. Sales at Azure were up 48%. Revenue from a commercial deal with OpenAI totaled $10 billion. Bloomberg’s Ed Ludlow and Anurag Rana of Bloomberg Intelligence report. ——– Like this video? Subscribe to Bloomberg Tech on…

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Microsoft Corp. reported better-than-expected cloud revenue, suggesting the company continues to reap the benefits of its massive investment in artificial intelligence. Sales at Azure were up 48%. Revenue from a commercial deal with OpenAI totaled $10 billion. Bloomberg’s Ed Ludlow and Anurag Rana of Bloomberg Intelligence report.
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Bloomberg Technology

Anthropic Weighs Offering 15%-20% of IPO to Retail Investors

Anthropic is weighing a retail offering of 15% to 20% of the shares available in the IPO, according to people familiar with the matter. Those sources say the company behind Claude has tapped JPMorgan Chase to lead the US retail offering. Bloomberg’s Ryan Gould discusses the plans with Ed Ludlow on “Bloomberg Tech.” ——– Like…

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Anthropic is weighing a retail offering of 15% to 20% of the shares available in the IPO, according to people familiar with the matter. Those sources say the company behind Claude has tapped JPMorgan Chase to lead the US retail offering. Bloomberg’s Ryan Gould discusses the plans with Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Investors Eye AI Payoff in Microsoft, Alphabet Earnings

Bloomberg’s Ed Ludlow breaks down expectations for Microsoft and Alphabet, which both report earnings after the bell, with Wall Street looking for proof that their massive AI investments are paying off. Plus, Bloomberg reports that Anthropic has tapped JPMorgan to lead the US retail offering for its potentially record-setting IPO. And, Apple is betting consumers…

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Bloomberg’s Ed Ludlow breaks down expectations for Microsoft and Alphabet, which both report earnings after the bell, with Wall Street looking for proof that their massive AI investments are paying off. Plus, Bloomberg reports that Anthropic has tapped JPMorgan to lead the US retail offering for its potentially record-setting IPO. And, Apple is betting consumers will pay even more for a MacBook Pro with touch screens coming for the first time.

00;00;00;00 – Bloomberg Tech Begins
00:00:48 – Carmen Reinicke on MSFT & GOOGL Reports Today
00:03:00 – Mark Mahaney, Evercore ISI on Microsoft Earnings Today
00:10:00 – Ryan Gould on Anthropic picking JPMorgan for IPO
00:12:30 – Michael Shepard on Anthropic tension with Trump ahead of IPO
00:16:43 – Shawn Matthews, Host Digital Chairman on AI Buildout
00:23:10 – Ryan Vlastelica on Microsoft & Alphabet Earnings
00:25:57 – Peter Elstrom on SK Hynix profits surge seven-fold
00:29:40 – Rebecca Torrence on Physical Intelligence Valuation
00:32:35 – Bing Gordon, Kleiner Perkins Adviser on State of Video Game Industry
00:41:17 – Mark Gurman on Apple Touch-Screen Laptops
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“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

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