Yahoo’s (YHOO) CEO Marissa Mayer on Q2 2016 Results Marissa Mayer is proud of the last four years “As we work to conclude the strategic alternatives process, this groundwork will serve as a solid foundation for Yahoo!’s next chapter. I … Continued
Yahoo! (YHOO) Marissa A. Mayer on Q4 2015 Results In a turnaround you must literally turn around declining revenue “In a turnaround, you must literally turn around declining revenue and get it to grow. There are two ways to do … Continued
Advanced Micro Devices’ (AMD) CEO Lisa T. Su on Q3 2015 Results Not anticipating that Windows 10 will drive PC refresh “While we are not anticipating Windows 10 will drive a dramatic near-term PC refresh cycle the continued adoption of … Continued
Andrew Sohn, a junior at Columbia University, has started to contribute to Avondale’s company notes database. Below are quotes from some of the calls that Andrew has read this week. Lockheed Martin (LMT) Acquiring Sikorsky Aircraft … Continued
People, products, revenue, traffic “For my update today we will use the framework of our virtuous cycle: people, products, traffic, and revenue. We believe with the right people you build great products that the market responds to through increased traffic … Continued
This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. Full transcripts can be found at Seeking Alpha Recap of the alibaba … Continued
This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. Full transcripts can be found at Seeking Alpha Transformation is a long … Continued
A digest of some of the top insights that I’ve gathered from this week’s earnings calls. Full notes can be found here. Moved the core to stability “We believe we’ve moved from our core business being in decline to a … Continued
Tesla is now down 38% from its peak and appears to be suffering the same fate as many other momentum stocks before it. In order to help chart what $TSLA’s decline could look like, below is a list of the … Continued
This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. The quotes are generally pieces of information that I find interesting or … Continued