#operating-margins

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#ai-infrastructure #capital-expenditures #meta #valuation #growth-strategy #big-tech #fortinet #q3-earnings
from24/7 Wall St.
2 days ago

Does Meta Need a Decade of Efficiency?

It's clear that there are a lot of new opportunities to use new AI advances to accelerate our core business that should have strong ROI over the next few years, so I think we should invest more there [...] our AI investments continue to require serious infrastructure, and I expect to continue investing significantly there too.
Artificial intelligence
Business
from24/7 Wall St.
2 days ago

Here's Which Company Wins the Race to $10 Trillion

Sustaining nation-scale explosive growth and high operating margins, not quarterly earnings, determines which company reaches a $10 trillion valuation first.
Information security
from24/7 Wall St.
1 month ago

Fortinet Shares Down 10% Despite Reporting Strong Q3 Financials

Fortinet reported Q3 beats and record operating margins, with product revenue growth, but net income, cash and equity declined amid rising capex.
Tech industry
from24/7 Wall St.
1 month ago

Live: Complete Arista Networks (ANET) Q3 Earnings

Arista is accelerating AI-networking revenue growth, guided Q3 revenue and margins higher, while expanding enterprise/campus presence amid customer concentration and historic operating margins.
NYC startup
from24/7 Wall St.
7 months ago

Cloudflare (NYSE: NET) Earnings Live: What You Need to Follow

Cloudflare's aggressive AI infrastructure investments may impact Q1 earnings amid rising CapEx and competition.
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