All-Cap Global investing, nowhere near the efficient frontier. Definitely not investment advice
Joined May 2024
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Excited about our new Bee devices launching today. They turn your conversations into summaries, to-dos, and reminders, so the details are there when you need them.
Bee Frontier goes on your wrist or clips to your clothing, and Bee Eclipse snaps to the back of your phone to catch what you'd otherwise forget throughout your day, whether it's notes from a class you're taking, the details of a trip you're planning, or an idea that comes to you in the car.
They connect to Alexa+ and Amazon.com, so the things you mention are easy to find later. And you're always in control…one button turns it on or off, a light shows when it's on, audio is never stored, and only you can see your data.
Think folks are gonna find this really handy. aboutamazon.com/news/devices…
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Netcompany $NETC - Strong Q2 with FY Rev guide upgraded
- Revenue: DKK2.457m (+17.3% yoy org, 43% rpt)
- EBITDA: DKK324.5m (31.2% yoy org, 47% rpt)
- EPS: DKK4.31 (400% yoy rpt)
FY26 guide: Now expecting 16%-20.5% sales growth, 16%-19% EBITDA margin (inc NDS)
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Cloudflare $NET Q2 - More acceleration, revs +36% yoy, RPO +35%, v strong guidance
Sales: $696.1m, +36% yoy, +4.7% vs cons.
Op income: $96.1m, +33% yoy, 14.1% margin +7% vs cons
Q3 Guide: Rev $736-737m vs $721.3m EPS $0.34 vs $0.32 cons
FY26 Guide upgraded to $2.86-$2.87bn
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$TEAM Q4 - Growth acceleration, higher margins, strong guide
Sales $1.69bn vs $1.66bn cons.
EPS $1.87, beats $0.37
Cloud Rev +31% vs +25.5% guide
Op Margin 36% vs 30.5% guide
Guide: Q1 Cloud revs +28.5%, Op margin 28.5%. FY27 Total revs +13%, Cloud revs +25.5%, Op margin 25%
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$NYT
Q2 - Beats across board, but weaker margins and slight Decel in guide, -9.5% Pre Mkt.
Revenue
Sub Rev: $537m vs $532m cons.
Ad Rev: $ vs $142m
Total: $762m vs $751m
Op Income: $155m vs $137m cons.
Q3 Guide: Sub Revs +9-11%, Ad Revs HSD/LDD, Op cost +8-9%. C.- 1ppt decel
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Northwest Frontier Capital retweeted
Amazing to see @Jira being recognised for it's role in sales & marketing teams.
Unleash the potential of _every_ team 👊🏻
@AnthropicAI shared their sales stack in an AI GTM talk at SaaStr: Jira for ticketing. Build on what's already working.
youtu.be/RrCNcqHrPCo?t=7543
Northwest Frontier Capital retweeted
I'm moving on from @Google.
I had the privilege of helping build two businesses from zero: first across Search & Ads, then Gemini.
Three years ago, OpenAI and Anthropic were in the lead. We built what it took to compete: the playbook for building AI models, the customer feedback flywheel, and the enterprise business. Gemini 3 was the moment those systems came together.
To the Gemini team: we went from underdogs to competing at the frontier. Keep pushing.
For now, I'm enjoying the emergent capabilities of some real intelligence at home - my toddler. She's been quietly shipping.
Tech headcount definitely in trouble when the company's on 30x Sales start cutting. Cloudflare eliminating 20% of headcount
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Cloudflare $NET Q1 - Inline qtr, no further accel, stock -13% AH
Sales: $639m, +34% yoy, +3% vs cons.
Op income: $73.1m, +30% yoy, +2% vs cons.
EPS: $0.25, +56% yoy, +9% vs cons
Q2 Guide: $644bn to $665bn, inline vs cons. & prior guide.
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Bullish? $TEAM
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$TEAM Q3 - Accelerating, not dying. 'Customers sign bigger, longer-term commitments'.
Sales $1.56bn miss by $90m
EPS $1.75, beats $0.41
Cloud Rev 29% vs23% guide
Op Margin 34% vs 27.5% guide
Guide: Q4 Cloud revs +25.5 %, Op margin 27.5%. FY26 Cloud revs +26.5%, Op margin 29%
The thing that everyone missed on $GOOG search is disruption required billions of users migrating to a new product while in the interim AI has been increasing both the surface and the value of its advertising
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This $GOOG giving up on enterprise and 100% focused on consumer?
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