To The Moon

Management View “Team Nokia continues to deliver on our commitments and execute on our strategy. Growth is accelerating in the areas where we have chosen to focus and invest. That growth is also beginning to translate into stronger operating leverage.” (President & CEO Justin Hotard) “In AI and cloud, net sales grew 123% year-over-year and represented 12% of total group net sales in the quarter… Order intake was strong again, up 118% year-over-year to EUR 1.5 billion gross.” (President & CEO Hotard) “Optical Networks and IP Networks are now on track to grow somewhat above the 18% to 20% assumption we provided for the full year.” (President & CEO Hotard) “In optical manufacturing, our new San Jose fab remains on track to start production before the end of the year… We've complet

Management View "At the end of September, as we were closing out another record quarter, I celebrated Bloom's 25th anniversary and our inclusion in the S&P 500" (Co-Founder, CEO & Chairman K. Sridhar). "We started our 2026 Q1 earnings call expecting a year-on-year revenue growth of 60%. Today, we are upward revising that guidance and projecting over 120% year-on-year revenue growth at the midpoint" (CEO Sridhar). "AEP revealed that 700 megawatts of carbon capture and sequestration-enabled Bloom Energy Servers will be used to provide Google with near net zero electricity in a first-of-its-kind project" (CEO Sridhar). "Revenue of $1.24 billion was up 138% year-over-year" (Chief Financial Officer Simon Edwards). Outlook "We are raising our full year revenue outlook to $4.4 billion to

Management View "Q1 marked a strong start to fiscal 2027, reflecting solid execution across the business and results ahead of our expectations." (CEO & Director Tiang Yew Tan) "Revenue grew 55% year-over-year, while gross and operating margins expanded meaningfully to 58% and 49%, respectively." (CEO & Director Tan) "We generated $1.4 billion in free cash flow." (CEO & Director Tan) "Our visibility is extending further and with it our conviction in the durability of demand for data storage on HDDs." (CEO & Director Tan) "We are increasingly seeing storage demand grow beyond our core cloud and hyperscale customers into enterprise environments and into newer end markets such as neocloud and AI frontier labs." (CEO & Director Tan) "Volume production of our latest ePMR plat

Management View Mark Zuckerberg said Meta’s “Family of Apps is now used by 3.64 billion people each day,” adding that the company is seeing “all-time highs and engagement on both Facebook and Instagram, driven by strong growth in video.” Zuckerberg framed product momentum around agents, saying, “We had one of our most successful launches ever with the Muse personal agent,” and that “Threads has now overtaken X in monthly actives and continues to grow quickly.” On early Muse traction, Zuckerberg said, “In just 1.5 months, more than 10 million people in the U.S. and Canada have set up Muse personal agents,” and added, “About 25% of people who have set up Muse use it on any given day.” Zuckerberg outlined monetization and scaling priorities, saying the next phase is focused on “scale the prod

Management View "The third quarter was very strong" and "demand is growing rapidly for our vehicles" and "it's exceeding our production by a significant margin," said Elon Musk (Co-Founder, Technoking of Tesla, CEO & Director), adding, "The biggest driver for demand is full self-driving." "We also began production of the Tesla Semi truck in Q3" and Tesla is "aiming for 5 million vehicles a year by approximately 2030," said CEO Musk. On energy, CEO Musk said, "We're actually almost sold out of all Megapacks for 2027" and "we also expect gross margins on that to increase meaningfully." On Robotaxi, CEO Musk said, "Robotaxi miles driven -- fully autonomous miles driven scale exponentially" and "The Cybercabs fleet in Austin, for example, has grown by a factor of 10 since launch about a mo