#earnings-calls
#earnings-calls

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Tech CEOs are using AI to replace themselves

CEOs are using AI avatars to present earnings calls, indicating a significant shift towards AI integration in corporate communications.

The ad industry's calendar highlights a tension between promotional promises and financial realities.

Alphabet and AppLovin's stock performances reveal complex dynamics in ad revenue expectations.

The programmatic marketing landscape is shifting focus toward first-party data amid regulatory challenges.

Tech companies focused on tariffs rather than directly addressing Trump during earnings calls.

"So what do you think about the launch of GLP-1 oral medications coming to market next year?" asked Milena.

Growth hacking

DeepSeek's emergence has significantly impacted analyst discussions, prompting executives to address its implications for their businesses.

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