The Quarterly Call

The Quarterly Call

The Quarterly Call is your go-to podcast for the latest insights, analysis, and discussions on the biggest companies in the market. Tune in each quarter as we break down earnings reports, corporate strategies, and market moves that matter. All content provided here is for informational purposes only and should not be interpreted as financial or investment advice. We are not financial advisors, and any strategies, insights, or information discussed do not constitute a recommendation to buy, sell, or hold any financial instruments.

  1. 6 DE JAN.

    NVIDIA at CES: Defining the Future of Agentic Systems and Physical AI

    • "There is a bubble in media headlines, but not in AI infrastructure adoption." • "At Snowflake, the rule for enterprises is simple: your data is your data." • "AI flips the healthcare script, moving from 80% clerical work to 80% clinical reasoning." • "Coding has become the gateway to actuation and the software of the future." • "You no longer program software; you train it on GPUs instead of CPUs." • "The ChatGPT moment for physical AI—where AI understands the laws of nature—is nearly here." • "Vera Rubin is in full production, representing a giant leap engineered through extreme co-design." • "We are cooling this supercomputer with hot water to maximise global data centre efficiency." • "The agentic system is the new interface; we are moving beyond the era of the spreadsheet." • "AI is a five-layer cake being reinvented from the land and power up to the applications."

    38min

  2. 17/12/2025

    Winning Against the Macro: C.H. Robinson's Lean AI Strategy Delivers Exponential Results

    Punchlines We are a technology-generated company servicing a logistics industry. Lean is the engine and AI is the accelerator. AI is not a buzzword; it is how we are running the company. We have fundamentally changed the processes to decouple head count growth from volume growth. We have achieved over 40% productivity increase since the end of 2022. Our core strategy is to outgrow our markets and expand our operating margins simultaneously. Automated quoting now covers 100% of requests in about 32 seconds, up from 65% manually. We are migrating from generative AI to the game-changing potential of agentic AI. We are nearly at mid-cycle margins in the worst freight market ever. The technology makes the operating model better, and the operating model makes the technology better. The next two years will be more exciting than the last two years because we are still in the early innings. We do no AI for hobby; every investment must show a specific business return.

    28min

  3. 17/12/2025

    Netflix Co-CEOs Defend Warner Bros. Deal, Vow Job Creation and Enhanced Content Growth.

    Punchlines from the call:We have a deal done, and we are incredibly happy with the deal. We’re super confident we’re going to get it across the line and finish. HBO is an incredible brand with an incredible history. It speaks prestige TV. We want to double down on that concept. In this transaction, we pick up 3 businesses basically that we’re not currently in. So meaning we have no redundancies currently. We’re deeply committed to releasing those movies exactly the way they’ve released those movies today. We’re not cutting jobs. We’re making jobs. At the end of the day, it’s pro consumer, delivers more value... it’s pro creator, we’re going to increase our content spend and deliver more. Simplicity was an early super power... enabled us to do things that are really much more complicated but also chase bigger prizes. When you think about AI’s contribution to the creative process... it has to be better first. And then if it’s faster and cheaper, that’s great. Ultimately, we believe that telling stories incredibly well consistently is a very scarce commodity out there.

    34min

  4. 14/12/2025

    Salesforce Launches Agent Force 360: Ushering in the Agentic Enterprise

    Agent Force was just a whisper, an idea. Today, it's the fastest growing product we've ever launched. Is AI going to replace us? Or are we going to be in command of it? We're building AI that elevates people. In the future of work, it's not artificial. It's profoundly human. This is the agentic enterprise. A transformation designed for people, powered by AI, built on trust. AI doesn't feel. AI doesn't care. But we do. We're entering this new agentic AI revolution. Humans and agents have to drive customer success together. You don't have your data, you don't have your context. You've got to reinvent everything. Business must be a platform for change and an essential source of innovation. The information about the package is as important as the package itself.

    27min

  5. 14/12/2025

    Microsoft Ignite: AI Agents, Copilot, and the Ubiquitous Intelligence Revolution

    AI marks a turning point, it is not about doing things faster, it is about doing things we could not do before. This is about augmenting human intelligence at skill. At the heart of every frontier business flow is democratizing intelligence. The difference between successful projects and those that fail are this mindset shift from technology-focused efforts to business-led transformation empowered by AI and in that order. Copilot is becoming essential to how work gets done. Every person in every role now has the power to create right inside of the tools they already know and love. AI and flow of work saves time and improves quality. Azure is the only hyper scaler to offer both OpenAI and an throppic model to empower customers to build best AI application on the planet.

    38min

  6. 14/12/2025

    AWS re:Invent 2025: $132 Billion AWS Unlocks AI Value with Nova Forge and Autonomous Frontier Agents

    AWS has grown to be a $132 billion business, accelerating 20% year over year. The amount we grew in the last year alone, about $22 billion, is larger than the annual revenue of more than half of the Fortune 500. We’ve added 3.8 gigawatts of data center capacity, more than anyone in the world. Amazon Bedrock is now powering AI inference for more than 100,000 companies around the world. I believe that the advent of AI agents has brought us to an inflection point in AI’s trajectory. Nova 2 Omni is the industry’s first reasoning model that supports text, image, video, and audio input and then supports text and image generation output. Nova Forge is a new service that introduces the concept of open training models. Trainium already represents a multi-billion dollar business today and continues to grow really rapidly. Today, we’re launching three new frontier agents: the Kiro autonomous agent, AWS Security Agent, and the AWS DevOps Agent.

    33min

  7. 12/12/2025

    Costco Q1: Tech Adoption and Aggressive Expansion Drive Record Sales and Membership Growth

    Punchlines Net sales for the first quarter were $65.98 billion, an increase of 8.2% Digitally enabled comparable sales were 20.5% We will never succumb to not being the best price and driving prices down for our members In-warehouse technology adoption is leading to checkout speed improvements of up to 20% Our goal is to be the first to lower prices where we see opportunities to do so New openings are accelerating, with fiscal year 2025 new warehouses generating annualized sales of $192 million AI integration into the pharmacy inventory system has improved end stocks to more than 98% Black Friday was a record day for our e-commerce business, generating over $250 million in non-food orders We continue to plan for 30-plus net openings per year in future years The worldwide membership renewal rate came in at 89.7% Kirkland Signature continues to grow at a faster pace than overall sales, typically offering 15% to 20% value Our average transaction or ticket was up 3.2% worldwide, and traffic increased 3.1% worldwide

    25min

  8. 12/12/2025

    Oracle Q2 2026: Cloud Infrastructure Growth Explodes 66%, RPO Hits Record $523 Billion on AI Demand

    Remaining Performance Obligations or RPO ended the quarter at $523.3 billion, up 433% from last year, driven by contracts signed with Meta, NVIDIA and others. Total cloud revenue was up 33% at $8 billion, representing a significant acceleration. Cloud Infrastructure revenue was $4.1 billion, up 66% with GPU related revenue growing 177%. Oracle's Cloud Infrastructure businesses continue to grow much faster than our competitors. We expect we will need less, if not substantially less money raised than upwards of $100 billion to go and fund this build out. The best way to improve margins quickly is to actually go out and deliver capacity faster. AI models reasoning on private data will be an even larger and more valuable business. The combination of AI models plus the Oracle AI database and AI data platform breaks down the walls that isolate and fragment your data. We are the only applications company in the world that's selling complete application suites. When we think about how long it takes to transfer capacity from one customer to another, it's on the order of hours.

    29min
Ver tudo (195)

Sobre

The Quarterly Call is your go-to podcast for the latest insights, analysis, and discussions on the biggest companies in the market. Tune in each quarter as we break down earnings reports, corporate strategies, and market moves that matter. All content provided here is for informational purposes only and should not be interpreted as financial or investment advice. We are not financial advisors, and any strategies, insights, or information discussed do not constitute a recommendation to buy, sell, or hold any financial instruments.

Informações

  • Criado por
    The Quarterly Call
  • Anos de atividade
    2025 - 2026
  • Episódios
    195
  • Classificação
    Livre
  • Copyright
    © The Quarterly Call
  • Site do podcast
    The Quarterly Call