ANNOUNCER: "BLOOMBERG TECH" IS LIVE COAST TO COAST WITH CAROL I’M HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. CAROLINE: THIS IS "BLOOMBERG TECH. " APPLE AND TRILIO. WE’LL BREAK THEM ALL DOWN. AND NVIDIA C.E.O. JENSEN HUANG STILL HOPES TO SELL HIS CHIPS IN TAIWAN AND A FLURY OF DEALS. AND WE’LL TALK WITH MICHAEL INTRATOR AFTER A FAILED BID FOR SCIENTIFIC. WE CHECK IN ON THE MARKETS NOT QUITE AT A RECORD HIGH. BACK UP AND TO THE RIGHT WHEN IT BOB COSTAS ON THE DAY. LOOKING AT THE A.I. BUBBLE BACK IN FOCU ...

I want to just dwell a little bit on scientific, because you're very important for scientific. You are the only customer. You'd hope to bring them on.Keep using that compute. What happens now. How solid is that partnership.Oh, I think that first of all, thank you for having me. And happy Halloween. Happy Halloween.So the partnership is is very, very solid. You know, we continue to be a consumer of the services they provide. We continue to be a consumer for the next ten or 15 years of with with a series of e ...

Analysts. Investors very excited about the voice applications in particular for their customer engagement. Is that what drives us.Well, we had a great quarter and I would say across the board Voici was certainly a contributor, but every single one of our products contributed. This time. I'd say messaging and voice in particular were particularly strong.In addition to that, across channels, across geos, across customer segments. It was just a really good quarter for us. And fortunately we were able to beat o ...

You're really the person we turn to when you think about how that innovating where they're pushing forward. Were you surprised by the overall sales growth when many thought that iPhone 17 was going to be the catalyst that we'd hoped for. I wasn't.And the reason is because, as I talked to you in the past, hardware refresh, when the actual hardware looks different, always drive upgrades. People still want to rely on the device that is in their pocket. 24 seven but make it look different.And this year we got t ...

You've still got an outperform rating on the stock. You think the price could go higher from where we are currently, 10.8%. You see it hitting 300, Brad.Just talk us through what you liked in the numbers. Yeah. I think obviously the reacceleration to 20% on TWC in Q3 was like the headline critical metric they had to do.They did it. And so that that really got the stock going. And then I think as you think about going forward, they're getting this capacity deployed faster than we would have thought maybe a q ...

Collaboration & Agreement - Discussions have been held on various elements, with agreement reached on almost everything in an acceptable form [1] - Some topics may not have been fully discussed initially but were addressed in retrospect [1] Strategic Initiatives (Chimps) - Discussions involved "chimps," potentially referring to a project or initiative [2] - The leader will communicate with the media and others regarding "chimps" [2] - The company will be speaking to Jetson from the video about "chimps" [2] Media & Platform Engagement - Media discussions regarding the feasibility of a project are between involved parties, with the company acting as an arbitrator [3] - The company is not discussing a platform that recently launched [3] - A lot of chips are involved, which is beneficial for the company [3]

With respect to investors have short memories because Matter told us in the prior quarter that capital expenditures would be higher in the next fiscal year. They used a different language this time around, which was notably larger in fiscal 26 and 25. But maybe it's what they didn't say.They didn't tell us what top line or bottom line growth directly from investments looks like. What's your read. Well, actually, for less, the investments look more riskier than they are for Microsoft or Amazon.We do have the ...

Growth & User Engagement - Roblox's bookings growth increased by 70% year-on-year, reaching 19 billion [1] - Daily active users (DAU) surpassed 150 million, a 70% year-on-year increase [2] - The platform reached a peak of 45 million concurrent players [3] - Cumulative growth has averaged 37% over the last two years [3] Safety & Technology - Roblox is committed to establishing a gold standard for safety, utilizing AI for facial age estimation [4] - The platform employs text filtering and critical harms monitoring to prevent image sharing [5] - New technology aims to support diverse experiences, avatars, and competitive gaming [9] Financial Performance & Infrastructure - Roblox generated over 440 million in free cash flow in Q4 [3] - The company is investing in infrastructure to support growth, including cloud compute and safety measures [1] Market & Future Vision - Roblox aims to capture 10% of the global gaming content market, currently exceeding 3% [8] - The company envisions a future where AI enhances game development and accessibility [12] - The global gaming market is estimated to be between 180 and 200 billion [10]

Let's start with matter. That's kind of the equation, right. Okay.Capital expenditures will be higher next year than they were this year. Then what. Give us more. Give us some longer term outlook.That just wasn't a formal guidance. Is that what spooked the market. Yeah, Metta was just in a period of being really comfortable.Zach had had been very comfortable. The company had executed, they had invested and they were harvesting those investments and now they're going back into investment. So I think at the b ...

Leadership Transition - Etsy's CEO is changing, with Krissy Patel Goyle, the current Chief Growth Officer, taking over from Josh Silverman on January 1st [2] - Josh Silverman has been CEO for eight years, navigating the company through significant challenges [2][3] - The outgoing CEO believes Krissy Patel Goyle's experience with AI and personalization at Depop will be crucial for Etsy's future success [4] Strategic Focus - Etsy is positioning itself to leverage artificial intelligence, having already partnered with OpenAI [3] - The company views AI and personalization as key strategies for future growth [3][4] Investor Sentiment - There is some investor nervousness regarding the CEO change and potentially the company's forward-looking guidance [4]