价投猎手

    • 价投猎手价投猎手
      ·10:31

      Earnings Call Insights: Meta Platforms (META) Q3 2026

      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
      1081
      Report
      Earnings Call Insights: Meta Platforms (META) Q3 2026
    • 价投猎手价投猎手
      ·10:22

      Earnings Call Insights: Tesla (TSLA) Q3 2026

      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
      3732
      Report
      Earnings Call Insights: Tesla (TSLA) Q3 2026
     
     
     
     

    Most Discussed