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Ophir Gottlieb Profile picture
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Jan 25 • 13 tweets • 1 min read
here we go
$MSFT guidance

noting FX

/2
$MSFT

guidance...

noting comps will be hard and FX headwinds...

/3
$MSFT

CapEx down a bit

/4
$MSFT

Intelligent cloud $19B

Azure --> sequential growth

/5
$MSFT

guidance

LinkedIn + 30%

/6
$MSFT

gaming ... mid single digits / supply chain issues

/7
$MSFT

guidance

Full year operating margins up

/8
$MSFT

guidance

basically wow

/9
$MSFT

guidance

q: demand environment / omicron

a: Nadella: "strong demand signal"

/10
$MSFT

guidance

Nadella: gaming strong too, calls it "intensity of usage"

/11
$MSFT

guidance

side note... pretty interesting dynamic between CFO / CEO on a call. CFO quite powerful.

/12
$MSFT

guidance

Consistent sign of consumption is quite steady [for Azure]

/13

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More from @OphirGottlieb

Ophir Gottlieb Profile picture
Jan 26
$ONDS Thread

Going to be small to start.

Remember plan: under promise over deliver in an industry that did the opposite for a decade. 

1 Prove it small

2 Win fleets

3 Win all of it

$500K --> $100M is the plan for the blue chips.. for each one.

(Total Contract Value)

/1
$ONDS 🧵

Each Scout is $50Kyr x 5 yrs.

71% FCF margin.

This the third one they have and the second Fortune 100 company. 

The other Fortune 100 is ConocoPhillips. They are going after oil & gas first bc these companies have infinite dollars and desire for this.

/2
$ONDS and @AmericanRobotic will win or lose not on the first set of orders this year.

They will will or lose on the next orders.

Go from 1-3 Scouts per order to 100-300.

At 71% free cash flow margin on each one, it turns big fast.

Or... not.

/3
Read 4 tweets
Ophir Gottlieb Profile picture
Jan 26
Just some thoughts on $AAPL, IDFA, and CTV.

🧵
Apple tripled it's mobile ad business in 6-mos by revoking access to IFDA (and keeping it for its own us.

But... this also made CTV money as funds flowed out of mobile ads.

/1
This also made Google Search money.

Apple receives a material chunk of its famed Apple Services revenue from Google for its default search status on iPhones.

Making Google Search worth more means than bill is gonna rise for Google --> yet more money for AAPL.

/2
But, that's not enough for Apple.

Mobile ads ✅
Search payment ✅

Ah... remember that bit about CTV?

Good... Apple wants that too, which is a part of why I think there will be an actual glass and metal Apple TV.

/3
Read 6 tweets
Ophir Gottlieb Profile picture
Jan 10
Thread

$ROKU

The story for Roku has gone from simple to complex.

The year of 2020 has been called the "digital transformation," and it was.

It thrust technology usage three to five years forward in a one year period.

/1
$ROKU

The companies that will benefit most from this acceleration of time, or if you prefer, "contraction of time," are the ones with most resources. That's money and people.

It's no wonder then that the megas caps ruled all of 2021.

/2
They were able to see which of the many various markets they had staked a small claim to, that then needed a serious claim.

Connected TV was one of those "needed" thematics.

...

/3
Read 9 tweets
Ophir Gottlieb Profile picture
Dec 20, 2021
$ROKU Reading in CML Community that Roku TVs are now the #1 and #4 best sellers on Brazilian retailer Americanas.

Further, TCL/SEMP TVs debuted on 11/19 of this year as the 76th best selling TV.

Today number one - it took 31 days.
and here is the tweet:
h/t @Roku
Read 5 tweets
Ophir Gottlieb Profile picture
Dec 15, 2021
@awscloud blowing up on the west coast
F me. @awscloud took us down. All of it. Like 50 boxes.
How to pay a lot for infra, have no support, and get shitty up time.

That's my new advertising campaign for @awscloud.

We're going to look to @digitalocean
Read 4 tweets
Ophir Gottlieb Profile picture
Dec 8, 2021
Thread

Americans quit jobs at slightly slower rate in October
marketwatch.com/story/people-q…

1/n
* "quit rate" slipped to 2.8% overall from 3%.

* quit rate for private-sector employees down to 3.1% from 3.3%.

2/n
* The number of job openings across the country, rose to 11 million in October from 10.6 million in the prior month. That’s the second highest level on record.

3/n
Read 5 tweets

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