Its not going to cut it. We are now in a new show me the money era. You might remember monster surged showing investors that ai in this here and going to book a lot of revenue this year. Microsoft announcing earlier this week that it would be charging for its ai tools and shares promptly hit an alltime high, the shares 30 per user per month. Very different than the era of tech when products like gmail were given away for free. One analyst asked if they could generate some 14 billion in new revenue per year from microsoft. It is important that investors see that investment. Here is why. The seven companies, you may know them as the magnificent seven markarian most of the market right now. Three of them report next weekend because expectations are so high, even a wobble from anyone of them could shake the entire market. Lets discuss this. Welcome to the show. Eli, im going to start with you. You can do what nvidia did and that is book actual billions in revenue on this ai shift. The real
Its not going to cut it. We are now in a new show me the money era. You might remember monster surged showing investors that ai in this here and going to book a lot of revenue this year. Microsoft announcing earlier this week that it would be charging for its ai tools and shares promptly hit an alltime high, the shares 30 per user per month. Very different than the era of tech when products like gmail were given away for free. One analyst asked if they could generate some 14 billion in new revenue per year from microsoft. It is important that investors see that investment. Here is why. The seven companies, you may know them as the magnificent seven markarian most of the market right now. Three of them report next weekend because expectations are so high, even a wobble from anyone of them could shake the entire market. Lets discuss this. Welcome to the show. Eli, im going to start with you. You can do what nvidia did and that is book actual billions in revenue on this ai shift. The real
watch out, apple samsung pulling the curtain back on the flipable phone. josh gave you a taste a moment ago. a big monday show and lets begin with lyft. shares in the red for more on the quarter lets go to deidre bosa who has more on the conference call. i ve been listening in. in the ride share space we moved from path to profitability to who can shorten it by the most uber moving that up when it said it s ebidta profitable by the middle of this year. investors looking for update on the 2020 target it outlined previously when i spoke to brian roberts they said they would address the time line on the call. 30 minutes in we haven t heard anything we ll lotte you know if it happens ceo logan greene said lyft is making progress on the path to profitability and how it gets there. have a listen. we expect to deliver continued strong top line growth in 2020 while also making progress on the path to profitability. as we have discussed on prior calls, there are three key themes w
Revenues rose to a record 74. 6 billion in the first quarter, up 30 profit. Here is ceo tim cook on the conference call. Interest in apple products is at an alltime high with half a billion customer visits in the first quarter. Demand has in shattering our high expectation driven by the unprecedented popularity of iphone 6 and iphone 6 plus. Staggering is right. As cook mentioned, iphones are flying off the shelves. Maybe the only negative note was a decline in ipad sales. The Biggest Development is the success apple has seen in china, where sales are up 70 yearoveryear, opening another potential growth area. For more, i spoke with Piper Jaffrays jean gene munster. I asked about the whopping iphone number. I wondered what was the catch, if there was some sort of channel fill in their or some explanation. It turns out that it was a clean number, that they did not fill the channel. Even though expectations were for high 60 million. That 74 million number was well above that. Anyway you c
18 billion,. Interest in apple products is at an alltime high with half a billion customer visits in the first quarter. Demand has in shattering our high expectation driven by the unprecedented popularity of iphone 6 and iphone 6 plus. Staggering is right. Iphones are flying off the shelves. Maybe the only negative note was a decline in ipad sales. The Biggest Development is the success apple has seen in china, opening another potential growth area. I asked about the whopping iphone number. I wondered what was the catch, if there was some sort of channel fill in their or some explanation. It just could not be that good of a number. It turns out that it was a clean number, that they did not fill the channel. Even though expectations were for high 60 million. That 74 million number was well above that. I do not know what the right number was, but any way you cut it, it was impressive. We were on live tv and they were talking to somebody else and i saw a number go by. I was waving frantic