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The Transcript

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The Transcript

@TheTranscript_

We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |

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Joined October 2017

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The Transcript
@TheTranscript_
Jul 31
Some of the key companies reporting next week: —M: Palantir —T: AMD, Caterpillar, McDonald’s & Spotify —W: Disney, SanDisk, Shopify & Uber —T: Airbnb, DoorDash, Constellation Energy & MercadoLibre —F: Wendy's A major week for consumer, industrial & healthcare earnings.
The Transcript
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11h
$AJG Arthur J. Gallagher CRO says AI fraud detection saved one client an auditable $100M in medical claims.
The Transcript
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12h
Software is not dead?
Fiscal.ai
@fiscal_ai
13h
Both daily and monthly active user growth accelerated at Duolingo this quarter. Monthly Active Users 141M (+10%) Daily Active Users: 59M (+23%) $DUOL
The Transcript
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13h
$APP: -23% AH
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The Transcript
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13h
AppLovin misses on revenues: $APP: -22% AH
The Transcript
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13h
elf Beauty CEO: "In Q1, we delivered 36% net sales growth, marking our 30th consecutive quarter – over seven continuous years – of net sales growth" $ELF: -5% AH