The Transcript @TheTranscript_

We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam | thetranscript.substack.com/subscribe Joined October 2017

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The Transcript @TheTranscript_

6 hours ago

$ASAN Asana COO: AI overviews are disrupting organic traffic "The areas that we've been really focused on as AI overviews have impacted organic traffic is investing in measurable improvements by building more modern self-service, AI-driven experiences designed to get users to…

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11 hours ago

$COST CEO: "We also recently celebrated a few milestones, including the 40th anniversary of our $1.50 hotdog and soda combo." CFO: "In FY 25, we sold over 245M hotdog combos, over 157M rotisserie chickens and enough bath tissue to reach the moon & back over 200 times."

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12 hours ago

$COST CEO: "Net sales came in just under $270 billion, an increase of over 8% versus last year, and e-commerce sales exceeded $19.6 billion, increasing over 15%. And we had a record year for gas volumes,"

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17 hours ago

ICYMI Costco CEO: "...for the fiscal year, net sales came in just under $270 billion, an increase of over 8% versus last year, and e-commerce sales exceeded $19.6 billion, increasing over 15%." $COST: -1% PRe-Market

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2 months ago

Seth Klarman on some books he recommends highly: “[Kathryn Schulz] wrote something called 'Being Wrong' that I actually think everybody in investing should read...There's a lot to being wrong: to admitting you're wrong, to recognizing when you're wrong."

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a day ago

$AMD CFO earlier this month: ""When you look at the Q2 financial earnings report from the hyperscale companies, not only are they increasing CapEx, but also they show the tremendous evidence for AI adoption... improved their return on investment across not only their platforms,…

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a day ago

$WMT CEO: " our inventory is at a healthy level, up 3.8%. That's obviously as important as ever as we head into a tariff-impacted period where cost pressures will impact item pricing and make it more challenging to anticipate demand by item."

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2 days ago

Taboola CEO: "We intend to continue to aggressively doing so. We've bought 12% of the company back in the first half of the year, which makes me very happy as a shareholder. " $TBLA

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2 days ago

Unilever’s aggressive influencer expansion in India and the U.S "I feel in our fireside chat, I said I want one influencer in every ZIP code of India, it has 15,000. We have now 12,000. In U.S. that, I have 8,000. " - $UL

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2 days ago

Constellation Software has announced that founder Mark Leonard has stepped down as President for health reasons, effective immediately. COO Mark Miller has been appointed President, while Leonard remains on the Board. $CSU.TO

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3 days ago

Taboola CEO: "..our revenue coming from search traffic in the U.S., which is about half of Taboola's revenue, is about 5%. So we're not that exposed to search traffic as of now. And of course, I do expect that to go down over time." $TBLA