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

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linkhttps://thetranscript.substack.com/ calendar_today26-10-2017 23:07:23

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22 days ago

Higher capex: $MSFT CFO: "FY25 capex expected to be higher than FY24" $META CFO: "..expect significant CapEx growth in 2025.." $GOOGL CEO: "the risk of under-investing is dramatically greater than the risk of over-investing" $AMZN CFO: "capital investments to be higher in H2 24"

Higher capex: $MSFT CFO: "FY25 capex expected to be higher than FY24" $META CFO: "..expect significant CapEx growth in 2025.." $GOOGL CEO: "the risk of under-investing is dramatically greater than the risk of over-investing" $AMZN CFO: "capital investments to be higher in H2 24"