Sarbjeet Johal
@sarbjeetjohal
30 yrs in #SiliconValley #Cloud, #Analyst, #GTM, #Coder, Economist, Storyteller, Speaker, Investor. EX: @OracleCloud @Rackspace @VMWare #DelEMC @VISA
It was great to sit down with @RemyBlaireNews of @FintechTvGlobal last Friday on Market Movers - The Opening Bell Show from @NYSE floor. We covered the #GENIUS ACT, the latest rise in #Crypto sentiment, the @Circle IPO performance, payment systems wrt Crypto and a big security…
Nvidia supplier, South Korean company, @SKhynix posts record second quarter profit and revenue on strong AI memory demand. I spoke to SK Hynix at CES in Jan 2025. They are leader in HBM3E - Revenue rose 35% in the June quarter, yoy - Operating profit jumped nearly 69%, yoy -…
GETTING TOO CLOSE? Host to @Nvidia CEO: What do you see as America’s unique advantages that other countries don’t have. Jensen Huang: It’s President Trump. Let me explain why, he added. [Today in Washington DC during Winning the Race - America’s AI Action Plan event]
NEXT WEEK: July 30 and July 31 are two most important days which will set the market direction for next 2-3 months. Reporting on July 30, Wednesday: - @Microsoft - @Meta - @Facebook's parent company - @Qualcomm - @Arm - @RobinhoodApp - @Equinix - @westernDigital Reporting…
I want to know whose idea was that kind of lighting :)
Unbelievable day hearing from just about everyone that matters in AI. Hats off to @CGarrett_15 @zebulgar @DavidSacks @Jason @chamath @friedberg for pulling off the most incredible forum in a matter of days. Onward.
Rallying the troops is a must for winning... [this post is motivated by a LinkedIn post from @CharlieKawwas]
I have created a YouTube Playlist for 5 videos from 'Winning the AI Race: America’s AI Action Plan' which have been posted on YouTube by @theallinpod Check it out! youtube.com/playlist?list=…
.@ServiceNow beats on top and bottom line. “Every business process in every industry is being refactored for agentic AI,” said ServiceNow chairman and CEO @BillRMcDermott - EPS: $4.09 vs. $3.57 expected - Revenue: $3.22 billion vs. 3.12 billion expected - Subscription…
I know one of em :)
Jensen: "I've created more billionaires on my management team than any CEO in the world."
"To succeed in the global AI competition, America must do more than promote AI within its own borders. The United States must also drive adoption of American AI systems, computing hardware, and standards throughout the world." This language from "WINNING THE RACE: America's AI…
MyPOV - Runrate over 50B is the key one!
All three @Google, @IBM and @ServiceNow CEOs sounded bullish on their earning calls today! - After hour IBM down 5% - After hour Google up 2% - After hour ServiceNow up 7.5% KEEP IN MIND - YTD IBM has been up 28% - YTD Google has been up 2% - YTD Service Now has been down…
Earnings: @IBM beats on top and bottom line. EPS: $2.80 adjusted vs. $2.64 expected Revenue: $16.98 billion vs. $16.59 billion expected IBM revenue increased 8% yoy. Software revenue climbed about 10% to $7.39 billion Hybrid cloud revenue, including Red Hat grew 16% Stock is…
More on @GoogleCloud from earnings call: - Cloud revenue has reached > $50 billion ARR - Cloud operating margin improves from 11.% to 20.7% - Cloud backlog $106 billion - Vertical integration is paying off (chips to models) - CapEx $85 billion in 2025 [vs $79b stated earlier]…
![sarbjeetjohal's tweet image. More on @GoogleCloud from earnings call:
- Cloud revenue has reached > $50 billion ARR
- Cloud operating margin improves from 11.% to 20.7%
- Cloud backlog $106 billion
- Vertical integration is paying off (chips to models)
- CapEx $85 billion in 2025 [vs $79b stated earlier]…](https://pbs.twimg.com/media/GwkkbTZbkAAJ659.jpg)
Earnings: @Google beats on top and bottom line. Q2 rev is at $96.43 billion beat by ~$2.5 billion. EPS 2.31 vs 2.18 estimated. @GoogleCloud revenue came at $13.62 billion vs. $13.11 billion expected. More color will come from the earnings call in 15 minutes. I will be…
