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 ...

We have we've had discussions on many of the elements that you're talking about all the time here, and you're asking me questions and also those things where. We're. I think you're going to for the most part, I think we agree to almost almost everything in a very acceptable form.I wouldn't say everything was discussed because some of the things in probably in retrospect, we kind of discussed it. We did for some reason did come up. But if you have any questions, I mean, I've got a chimp started.Did he agree. ...

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]

It's not a venture capital company, but it's strategic part of the VC arm of it. It's just becoming a juggernaut in the space. Yeah, it's definitely become the $5 trillion benefactor of most of the industry right now.What we reported here is that just through October of this year, India has backed 59 different AI startups, which already outpaces all of what it did last year. That's more than triple or quadruple. Look at that a couple of years ago, and there's no sign of it slowing down.And I think there's a ...

You know, character for some time has been a very interesting startup and platform to follow. And I think we've even talked about some of the risks around the concept of of an AI avatar. But this is a very specific line of reporting, I think, best just to summarize it for us.Yeah. I mean, Character II, when it got its start a few years ago, the idea was that anybody could create or use any kind of chat bot. I mean, they wanted people to make anything really.So you'd see like a video game character or style ...