Earnings

Voice AI is only 1% penetrated, Twilio's CEO finds, as shares drop 17% on a clean beat

5 takeaways: guidance that is conservative by design, infrastructure rather than AI apps, businesses that block AI calls, and a product that checks who…

Oct 31 • Scuttlebutt

Roblox CEO on AI: "Steal An Egg and Hustle Valley hit the top 20, mostly created by AI"

5 takeaways: a $1.7B quarter above the high end of guidance, India up 37%, an over-18 market about 4x the under-18, 40% of top games under 3 months old…

Oct 31 • Scuttlebutt

"Now we're extending that into a 4-hour peak": Starbucks CEO on the morning rush

4 moments: why Brian says Q4 came from running the basics well, how pastries are riding along with drinks, the afternoon plan, and his answer on GLP-1…

Oct 31 • Scuttlebutt

Starbucks CEO: no reason its 22,000 stores outside the US can't double to 40,000-plus

6 takeaways: fiscal 2028 targets a year early, 300 new US stores, a capital-light China deal, matcha at a coffee company, and a multi-brand model he…

Oct 31 • Scuttlebutt

25% of Ford's revenue now comes from off-road models like Bronco and Raptor, says its CFO

9 numbers: Ford's EBIT up 3% on 9% lower volume, a raised $10.5B-$11B guide, $2B of cost pressure into 2027, and a Fathom EV under $30,000

Oct 31 • Scuttlebutt

Starbucks could go multi-brand, but it needs no M&A to hit its targets — its CEO

6 takeaways: a year ahead of its fiscal 2028 guidance, 300 new US stores, 22,000 stores abroad that could double, and 5% international growth excluding…

Oct 31 • Scuttlebutt

Robinhood's net deposits top $68B with 2 months to go, already a record, says its CFO

12 numbers: a record $1.4B quarter, a new adjusted EPS measure, $6B from the Dell family's Trump-account gift, and why management will not set targets…

Oct 28 • Scuttlebutt

iPhone Duo pre-orders surge, telecoms sink on SpaceX tower talk — Squawk on the Street

4 takeaways: why the Dow fell 533 points for a second day, American Express cut staff despite beating estimates, and why SpaceX talks sent AT&T and…

Oct 24 • Scuttlebutt

Fifth Third chose to sit out data-center construction lending, says its CEO

8 numbers: a 20.6% return on tangible equity ahead of its 2027 target, $850M of Comerica savings in the run rate by year-end, and why neobanks face the…

Oct 20 • Scuttlebutt

$1.2B fine aside, Bank of America raised its growth guidance to 8%-plus, its CEO finds

8 numbers: the $200M-plus a quarter going into anti-money-laundering fixes, 1,000 contractors hired against rogue AI agents, and a Jefferies analyst's…

Oct 15 • Scuttlebutt

CNBC's Investment Committee: the S&P's 2.3% Q3 gain is misleading

5 arguments: why tech capex is intact despite the political blowback, the Barclays stat behind a "misleading" 2.3% Q3 gain, and the AI financing wall…

Oct 13 • Scuttlebutt

Bond buyers now care about deficits and could take US rates to 6%, says OnePoint BFG CIO

10 calls: why triple-C spreads above 1,000bps show the damage has started, where $500B of hyperscaler debt will come from, and why oil inventories need…

Oct 10 • Scuttlebutt

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts