Booz Allen Shares Hammered After Treasury Cancels Consulting Contracts Shares of Booz Allen Hamilton tumbled the most in months during late Monday morning trading after U.S. Treasury Secretary Scott Bessent canceled dozens of contracts tied to the consulting firm. Secretary Bessent said 31 contracts with Booz Allen were terminated, representing $4.8 million in annual spending and $21 million in to...
Booz Allen Shares Hammered After Treasury Cancels Consulting Contracts Shares of Booz Allen Hamilton tumbled the most in months during late Monday morning trading after U.S. Treasury Secretary Scott Bessent canceled dozens of contracts tied to the consulting firm. Secretary Bessent said 31 contracts with Booz Allen were terminated, representing $4.8 million in annual spending and $21 million in total obligations. " President Trump has entrusted his cabinet to root out waste, fraud, and abuse, and canceling these contracts is an essential step to increasing Americans' trust in government ," he said, adding, "Booz Allen failed to implement adequate safeguards to protect sensitive data, including the confidential taxpayer information it had access to through its contracts with the Internal Revenue Service." Treasury pointed to an incident with Booz Allen in recent years: Most notably, between 2018 and 2020, Charles Edward Littlejohn — an employee of Booz Allen Hamilton — stole and leaked the confidential tax returns and return information of hundreds of thousands of taxpayers. Last spring, Booz Allen said it was undergoing a major restructuring and planned to cut roughly 2,500 jobs, about 7% of its workforce, as President Trump's DOGE efforts reduced government spending by discontinuing federal contracts. Later in the year, CEO Horacio Rozanski told investors the company was "making the difficult decision to reduce layers and numbers in our senior ranks" due to federal contract reductions and a broader slowdown in government funding. Shares of Booz Allen are down 7.5% in the cash session this morning, marking the worst single-day decline since October 24, when the stock fell about 9%. Shares have been cut roughly in half since President Trump's November 2024 election victory, as Elon Musk's DOGE initiative began aggressively targeting waste, fraud, and abuse across the federal bureaucracy in early 2025. In May 2025, Goldman analyst Noah Poponak downgraded Booz Allen fr...
Ceri Breeze Shares of Booz Allen Hamilton ( BAH ) fell sharply on Monday after the U.S. Treasury Department said it had terminated contracts with the consulting firm, citing failures to adequately protect sensitive taxpayer information. The stock dropped as much as 10% following the announcement, which said roughly $21 million in Treasury contracts had been canceled. The department said the decisi...
Ceri Breeze Shares of Booz Allen Hamilton ( BAH ) fell sharply on Monday after the U.S. Treasury Department said it had terminated contracts with the consulting firm, citing failures to adequately protect sensitive taxpayer information. The stock dropped as much as 10% following the announcement, which said roughly $21 million in Treasury contracts had been canceled. The department said the decision stemmed from deficiencies in data security controls tied to Booz Allen’s ( BAH ) work with the Internal Revenue Service. Treasury Secretary Scott Bessent said the cancellations were intended to reinforce public confidence in how the government safeguards confidential information, adding that the firm did not meet required standards for protecting sensitive data it accessed through its contracts. The move reflects a broader enforcement posture from the Department of Government Efficiency, or DOGE, which has increasingly scrutinized federal contractors and moved to terminate agreements it deems misaligned with security, performance or cost-efficiency standards. Since its creation, DOGE has played a central role in canceling or renegotiating government contracts across multiple agencies as part of an effort to tighten oversight and reduce perceived operational risks. More on Booz Allen Booz Allen Hamilton Holding Corporation (BAH) Q3 2026 Earnings Call Transcript Booz Allen Hamilton Holding Corporation 2026 Q3 - Results - Earnings Call Presentation Booz Allen Hamilton: Slight Outperformance, I'm Adding More Booz Allen narrows revenue guidance to $11.3B-$11.4B while advancing outcome-based contracts and AI strategy Booz Allen Hamilton trades higher on raised fiscal 2026 profitability outlook
Key Points The TikTok deal is done and the US business is now officially known as "TikTok USDS Joint Venture LLC." Oracle will own a significant, but not controlling stake in the new TikTok JV. 10 stocks we like better than Oracle › Oracle (NYSE: ORCL) stock jumped 3% through 10:40 a.m. ET Monday after publication of an internal memo to employees from TikTok CEO Shou Chew -- confirming the TikTok ...
Key Points The TikTok deal is done and the US business is now officially known as "TikTok USDS Joint Venture LLC." Oracle will own a significant, but not controlling stake in the new TikTok JV. 10 stocks we like better than Oracle › Oracle (NYSE: ORCL) stock jumped 3% through 10:40 a.m. ET Monday after publication of an internal memo to employees from TikTok CEO Shou Chew -- confirming the TikTok U.S. deal is done. Oracle, alongside private equity firm Silver Lake and Abu Dhabi-based MGX, now collectively owns 45% of TikTok U.S. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Non-Chinese ownership totals 80%, with 20% of the new joint venture remaining under control of Chinese parent company ByteDance. What does the TikTok memo say? As Business Insider reported today, the memo (circulated on Thursday) confirms that "TikTok USDS Joint Venture LLC has been established in compliance with the Executive Order signed by President Trump on September 25, 2025." The joint venture is "majority American owned" and "will operate under defined safeguards that protect national security through comprehensive data protections, algorithm security, content moderation, and software assurances for US users." The Chinese side of the joint venture appears to be a ByteDance subsidiary called "TT Commerce & Global Services LLC." The company's board of directors has appointed Adam Presser to run the JV. According to his LinkedIn profile, Mr. Presser has been with TikTok for nearly 4 years and was formerly head of Warner Bros. Entertainment's subsidiary, WarnerMedia China, Austria & New Zealand. What does this mean for Oracle stock? At this early date, it's unclear how good this news is for Oracle -- although the fact that Oracle has been actively pursuing an ownership stake in TikTok U.S. for the last few years suggests that Oracle, at least, will think this is good news...
lcva2/iStock Editorial via Getty Images Microsoft Corporation ( MSFT ) has underperformed since my last report , returning 9.5% against the S&P 500’s ( SP500 ) 23.4%. That is not the type of performance I am looking for in buy-rated names. However, it should be noted that the stock price reached a 52-week high of $555.45 against my price target of $502.86. So, MSFT's stock price performed above ex...
lcva2/iStock Editorial via Getty Images Microsoft Corporation ( MSFT ) has underperformed since my last report , returning 9.5% against the S&P 500’s ( SP500 ) 23.4%. That is not the type of performance I am looking for in buy-rated names. However, it should be noted that the stock price reached a 52-week high of $555.45 against my price target of $502.86. So, MSFT's stock price performed above expectations. In this report, I will analyze the stock price performance, discuss the expectations for Q2 2026, assess the risks and opportunities for Microsoft, and update my price target. A Look At MSFT Stock Performance Data by YCharts I believe it is always good to not solely look at the share price development from the time of the publication until the time we revisit a company’s stock. The reason is quite simple, and that reason is that it may ignore that a price target has been reached between those two points in time. I initially saw around 27% upside with a $502 price target, which was reached by the 9 th of July 2025. If we look at the price performance of the S&P 500 in the same time period, we note that the S&P 500 returned “only” 12.5%. Furthermore, if we stretch the period until the point where Microsoft stock reached its all-time high, which was towards the end of October 2025, we note that the stock delivered a 37.1% return compared to the 23.7% return for the S&P 500. So, the stock actually delivered and then some, while it still outperformed the S&P 500. That also means that I am not unhappy with the buy rating and the share price performance. Wall Street Expects 21% Growth in EPS and 15% Growth in Sales Seeking Alpha For the second quarter, analysts are expecting Microsoft to report revenues of $80.3 billion, indicating 15.3% growth. Estimates range from $78.6 billion to $81.7 billion. Revisions on revenue expectations have barely changed over the past months, with a 0.4% upward revision over the past six months and less than 0.1% over the past three months...
Image source: The Motley Fool. Thursday, October 23, 2025 at 8:00 a.m. ET Call participants President and Chief Executive Officer — Neil L. Hunn Executive Vice President and Chief Financial Officer — Jason V. Conley Vice President and Principal Accounting Officer — Brandon Cross Senior Vice President of Finance — Shannon O'Callaghan Vice President of Investor Relations — Zack Moxcey Takeaways Tota...
Image source: The Motley Fool. Thursday, October 23, 2025 at 8:00 a.m. ET Call participants President and Chief Executive Officer — Neil L. Hunn Executive Vice President and Chief Financial Officer — Jason V. Conley Vice President and Principal Accounting Officer — Brandon Cross Senior Vice President of Finance — Shannon O'Callaghan Vice President of Investor Relations — Zack Moxcey Takeaways Total Revenue -- $2 billion, representing 14% growth, with acquisitions contributing 8% and organic revenue up 6% across all segments. -- $2 billion, representing 14% growth, with acquisitions contributing 8% and organic revenue up 6% across all segments. Software Bookings -- Grew in the high-single-digit percentage area, attributed mainly to Deltek and CentralReach’s AI-enabled solutions. -- Grew in the high-single-digit percentage area, attributed mainly to Deltek and CentralReach’s AI-enabled solutions. EBITDA -- $810 million, up 13%, with a 40.2% EBITDA margin; core segment margins expanded 30 basis points, driven by software segments. -- $810 million, up 13%, with a 40.2% EBITDA margin; core segment margins expanded 30 basis points, driven by software segments. DEPS (Diluted Adjusted Earnings Per Share) -- $5.14, up 11%, exceeding the high end of previous guidance by $0.02 despite $0.05 of dilution from Q3 acquisitions. -- $5.14, up 11%, exceeding the high end of previous guidance by $0.02 despite $0.05 of dilution from Q3 acquisitions. Free Cash Flow -- $842 million, up 17%, delivering a 32% margin on a trailing twelve-month basis. -- $842 million, up 17%, delivering a 32% margin on a trailing twelve-month basis. M&A Activity -- $1.3 billion deployed in the quarter, including $800 million for Subsplash and $500 million for multiple tuck-in deals; over $5 billion capital deployment capacity remains for the next 12 months. -- $1.3 billion deployed in the quarter, including $800 million for Subsplash and $500 million for multiple tuck-in deals; over $5 billion capital deploy...
Image source: The Motley Fool. Monday, April 28, 2025 at 8 a.m. ET Call participants President & Chief Executive Officer — Neil Hunn Executive Vice President & Chief Financial Officer — Jason Conley Vice President, Investor Relations — Zack Moxcey Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Total revenue -- $1.9 billion, increasing 12%, with 8% from acquisitions and ...
Image source: The Motley Fool. Monday, April 28, 2025 at 8 a.m. ET Call participants President & Chief Executive Officer — Neil Hunn Executive Vice President & Chief Financial Officer — Jason Conley Vice President, Investor Relations — Zack Moxcey Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Total revenue -- $1.9 billion, increasing 12%, with 8% from acquisitions and 5% organic growth. -- $1.9 billion, increasing 12%, with 8% from acquisitions and 5% organic growth. Organic revenue -- Grew 5%, meeting management’s prior expectation for the period. -- Grew 5%, meeting management’s prior expectation for the period. Free cash flow -- $507 million, down 1%, including a $24 million legal settlement payment in January, and reflecting timing of bond coupon payments. -- $507 million, down 1%, including a $24 million legal settlement payment in January, and reflecting timing of bond coupon payments. Trailing twelve-month free cash flow -- Growth of 12% over the previous 12 months, demonstrating compounding performance. -- Growth of 12% over the previous 12 months, demonstrating compounding performance. EBITDA -- $740 million, up over 9% total and nearly 10% on a segment basis, with reported EBITDA margin at 39.3%, down 90 basis points. -- $740 million, up over 9% total and nearly 10% on a segment basis, with reported EBITDA margin at 39.3%, down 90 basis points. Diluted EPS -- $4.78, above the guidance range of $4.70-$4.74, attributed to margin performance. -- $4.78, above the guidance range of $4.70-$4.74, attributed to margin performance. Application software segment -- Revenue up 19% in total and 6% organically; EBITDA margin at 41.4% with 110 basis point core-margin improvement. -- Revenue up 19% in total and 6% organically; EBITDA margin at 41.4% with 110 basis point core-margin improvement. Network software segment -- Organic revenue growth of 1%; EBITDA margin at 55.3%. -- Organic revenue growth of 1%; EBITDA margin at 55.3%. TEP segment ...
Image source: The Motley Fool. Tuesday, October 22, 2024 at 12:00 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Preston Feight President and Chief Financial Officer — Harrie Schippers Vice President, Controller — Brice Poplawski Director of Investor Relations — Ken Hastings Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Net Income -- $972 million for the quarter, ...
Image source: The Motley Fool. Tuesday, October 22, 2024 at 12:00 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Preston Feight President and Chief Financial Officer — Harrie Schippers Vice President, Controller — Brice Poplawski Director of Investor Relations — Ken Hastings Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Net Income -- $972 million for the quarter, resulting in an after-tax return on revenue of 11.8%. -- $972 million for the quarter, resulting in an after-tax return on revenue of 11.8%. Total Revenue -- $8.2 billion for the quarter, showing continued top-line strength. -- $8.2 billion for the quarter, showing continued top-line strength. PACCAR Parts Revenue -- $1.66 billion, up 5% year over year, with pre-tax profits of $407 million. -- $1.66 billion, up 5% year over year, with pre-tax profits of $407 million. PACCAR Parts Gross Margin -- 30.1% during the quarter. -- 30.1% during the quarter. PACCAR Financial Pre-Tax Income -- $107 million in the quarter, reflecting "excellent portfolio quality." -- $107 million in the quarter, reflecting "excellent portfolio quality." Truck Deliveries -- 44,900 trucks delivered in the quarter; Q4 deliveries expected around 42,000 due to holiday schedules and supply constraints. -- 44,900 trucks delivered in the quarter; Q4 deliveries expected around 42,000 due to holiday schedules and supply constraints. Kenworth and Peterbilt Class 8 Share -- Increased from 29.5% to 31.1%. -- Increased from 29.5% to 31.1%. Kenworth and Peterbilt Medium-Duty Share -- Increased to 17.2% for the first nine months, compared to 14.5% the previous year. -- Increased to 17.2% for the first nine months, compared to 14.5% the previous year. Dealer Inventory -- 2.9 months, down from 3.3 months at the end of the prior quarter, with the majority comprised of vocational trucks. -- 2.9 months, down from 3.3 months at the end of the prior quarter, with the majority comprised of vocational trucks. Truck Parts and ...
Palantir(NASDAQ: PLTR) is delivering explosive AI-driven growth with improving margins and strong cash flow. The upside remains compelling, but extreme valuation and government exposure make this a high-risk moment for investors. Stock prices used were the market prices of Jan. 19, 2026. The video was published on Jan. 23, 2026. Where to invest $1,000 right now? Our analyst team just revealed what...
Palantir(NASDAQ: PLTR) is delivering explosive AI-driven growth with improving margins and strong cash flow. The upside remains compelling, but extreme valuation and government exposure make this a high-risk moment for investors. Stock prices used were the market prices of Jan. 19, 2026. The video was published on Jan. 23, 2026. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Should you buy stock in Palantir Technologies right now? Before you buy stock in Palantir Technologies, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Palantir Technologies wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $464,439!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,150,455!* Now, it’s worth noting Stock Advisor’s total average return is 949% — a market-crushing outperformance compared to 195% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of January 26, 2026. Rick Orford has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Palantir Technologies. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.
Merger arbitrage investors — fresh off a boom year for dealmaking — expect no let-up in the trend, with biotechnology firms seen as leading the pack among potential takeover candidates in the first quarter. Companies worldwide struck almost $5 trillion in merger agreements in 2025, the second most-active year on record and a boon for market specialists who focus on deal-related trading strategies....
Merger arbitrage investors — fresh off a boom year for dealmaking — expect no let-up in the trend, with biotechnology firms seen as leading the pack among potential takeover candidates in the first quarter. Companies worldwide struck almost $5 trillion in merger agreements in 2025, the second most-active year on record and a boon for market specialists who focus on deal-related trading strategies. Transactions proliferated across a number of industries, including megadeals of $20 billion or more such as Union Pacific Corp. ’s bid for rival railroad Norfolk Southern Corp. and the record leveraged buyout of Electronic Arts Inc. Momentum is carrying into 2026, with respondents in an informal Bloomberg News survey of merger-arbitrage and event-driven market participants describing a fertile environment for dealmaking and the potential for more large takeovers. Catalysts include a perceived friendly regulatory backdrop under US President Donald Trump , ample access to financing and continued strong corporate earnings. “We think the M&A environment is ripe for large deals this year given the current antitrust landscape seems to offer a window of opportunity for deals that might have been difficult to get through regulators in the previous administration,” said Frederic Boucher , merger arbitrage analyst at Berenberg Capital. “Now is the time to go for it.” Among high-profile deals, the tussle playing out between Netflix Inc. and Paramount Skydance Corp. over Warner Bros. Discovery Inc. continues to capture the merger world’s attention. Otherwise, deal flow to start the year has already been brisk, with health care among the most active sectors, according to data compiled by Bloomberg. Read More: Warner Bros. Is Blockbuster Finale to $4.5 Trillion M&A Haul “Health care seems in vogue right now for M&A,” said Gary Paulin , chief investment strategist at Northern Trust Asset Management. “While the initial wave for biotech may help pharma build out pipelines, there could be a...
Key Points Eli Lilly and Viking Therapeutics both operate in the high-growth field of obesity drugs. This market is forecast to reach almost $100 billion by the end of the decade. 10 stocks we like better than Eli Lilly › Pharmaceutical giant Eli Lilly (NYSE: LLY) and biotech Viking Therapeutics (NASDAQ: VKTX) have one major thing in common: They both work in the high-growth area of weight loss dr...
Key Points Eli Lilly and Viking Therapeutics both operate in the high-growth field of obesity drugs. This market is forecast to reach almost $100 billion by the end of the decade. 10 stocks we like better than Eli Lilly › Pharmaceutical giant Eli Lilly (NYSE: LLY) and biotech Viking Therapeutics (NASDAQ: VKTX) have one major thing in common: They both work in the high-growth area of weight loss drugs. Lilly's tirzepatide, sold as Mounjaro for type 2 diabetes and as Zepbound for weight loss, is bringing in blockbuster revenue and driving the company's growth. Viking's candidates, which are in the same class of drugs as Lilly's, are progressing in late-stage clinical studies. The weight loss drug market is forecast to reach nearly $100 billion by the end of the decade, and demand has been consistently high for today's commercialized products -- so there's reason to be optimistic about the growth potential of these types of drugs. Considering this, which stock is more likely to be a millionaire-maker -- Eli Lilly or Viking Therapeutics? Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » The case for Eli Lilly As mentioned, Lilly's weight loss drugs, known as dual GIP/GLP-1 receptor agonists, already are delivering blockbuster revenue. In the most recent quarter, Mounjaro and Zepbound together brought in more than $10 billion in sales. (Though Zepbound is commercialized for weight loss, doctors have also prescribed Mounjaro for this indication.) The company shares market leadership with Novo Nordisk, the maker of similar drugs, Wegovy and Ozempic, and demand has been so high that it surpassed the supply of all of these products a few years ago. Since, the companies have ramped up production to better serve demand. Lilly's drugs are injectables, but the company may soon enter the market with an oral weight loss drug. Regulators are reviewing the candidate, orforglipron, right now, and a p...
Italy’s government declared a state of emergency, unlocking €100 million in funds to help repair damage after a sea storm battered parts of the country’s south. Sicily was hit particularly hard, with regional Governor Renato Schifani estimating damages of more than €1.5 billion ($1.8 billion), Ansa newswire reported. The storm, dubbed Cyclone Harry, affected Sicily’s tourism and hotel sectors, par...
Italy’s government declared a state of emergency, unlocking €100 million in funds to help repair damage after a sea storm battered parts of the country’s south. Sicily was hit particularly hard, with regional Governor Renato Schifani estimating damages of more than €1.5 billion ($1.8 billion), Ansa newswire reported. The storm, dubbed Cyclone Harry, affected Sicily’s tourism and hotel sectors, particularly around the resort town of Taormina. Assessed losses in Sicily continue to rise as additional damages emerge, Ansa said. Italy’s Civil Protection Minister, Nello Musumeci , said the emergency funds will be used to finance an initial response. Harry unleashed storm surges across southern Italy last week, with high winds and flooding along Sicily’s Ionian coast damaging waterfronts and infrastructure. Giant waves, torrential rain and prolonged rough seas hit parts of Sicily, Calabria and Sardinia, with entire promenades wiped out in some coastal towns.
Brazil’s next government will need to move quickly to present a credible fiscal plan to stabilize public debt, or risk unsettling financial markets, according to former Treasury Secretary Mansueto Almeida . Almeida, currently chief economist at investment bank BTG Pactual SA , said investors do not expect presidential candidates to lay out detailed fiscal blueprints in an election year, but they d...
Brazil’s next government will need to move quickly to present a credible fiscal plan to stabilize public debt, or risk unsettling financial markets, according to former Treasury Secretary Mansueto Almeida . Almeida, currently chief economist at investment bank BTG Pactual SA , said investors do not expect presidential candidates to lay out detailed fiscal blueprints in an election year, but they do want signals of budget responsibility. “If candidates acknowledge that they have to solve a fiscal problem starting in 2027, even just by signaling it, the market will improve,” Almeida told Bloomberg News in a recent interview. While the fiscal framework created by President Luiz Inacio Lula da Silva ’s economic team has somewhat limited the growth of public spending, it has failed to stabilize public debt levels amid high interest rates. “The big dilemma regarding fiscal policy is that if you ask any analyst when public debt actually starts to fall, nobody knows the answer,” Almeida said. Public debt will finish 2026 at about 81% of gross domestic product, according to his estimates, nearly 10 percentage points higher than at the start of Lula’s current term. “The next president will need to present a plan that shows debt will slow or stop growing at least by the end of the next term,” he said. Brazil’s presidential race is only beginning to take shape, with the eldest son of former President Jair Bolsonaro emerging as a possible challenger to Lula, who will seek reelection. Even so, markets are already speculating about the next finance chief, and Almeida’s name is starting to appear on investors’ watchlists. Almeida, considered a steward of fiscal discipline as Treasury chief during the first half of the Bolsonaro administration, said he is flattered to see his name mentioned among potential finance ministers. He stressed that he is no longer involved in politics after more than two decades in government, and noted that Brazil has a deep pool of capable officials alre...
is a news writer covering all things consumer tech. Stevie started out at Laptop Mag writing news and reviews on hardware, gaming, and AI. Posts from this author will be added to your daily email digest and your homepage feed. OpenAI is reportedly asking a high price to advertise on ChatGPT, around $60 per 1,000 views, or triple what ads on Meta’s platform usually cost, according to The Informatio...
is a news writer covering all things consumer tech. Stevie started out at Laptop Mag writing news and reviews on hardware, gaming, and AI. Posts from this author will be added to your daily email digest and your homepage feed. OpenAI is reportedly asking a high price to advertise on ChatGPT, around $60 per 1,000 views, or triple what ads on Meta’s platform usually cost, according to The Information. Despite the higher price, OpenAI won’t be offering advertisers the same level of detailed information that Google and Meta do, such as whether users took any action in response to seeing an ad on ChatGPT, like making a purchase. Early advertisers on ChatGPT will only get “high-level” data on how their ads perform, like total ad views or total clicks. OpenAI could give advertisers more details down the line, but when it announced ads in ChatGPT earlier this month, OpenAI promised users that it will “never sell your data to advertisers” and will keep ChatGPT conversations private. The first ads on ChatGPT will begin appearing in the coming weeks for users on the chatbot’s free and lower-tier Go plans, except for users under 18 and chats covering sensitive topics like mental health or politics.
Image source: The Motley Fool. Tuesday, April 29, 2025 at 8:30 a.m. ET Call participants Chair and Chief Executive Officer — Mary Barra Executive Vice President and Chief Financial Officer — Paul Jacobson Operator Takeaways 2025 EBIT adjusted guidance -- Updated to $10 billion to $12.5 billion, reflecting assumed $4 billion to $5 billion tariff impact and at least 30% mitigation from self-help ini...
Image source: The Motley Fool. Tuesday, April 29, 2025 at 8:30 a.m. ET Call participants Chair and Chief Executive Officer — Mary Barra Executive Vice President and Chief Financial Officer — Paul Jacobson Operator Takeaways 2025 EBIT adjusted guidance -- Updated to $10 billion to $12.5 billion, reflecting assumed $4 billion to $5 billion tariff impact and at least 30% mitigation from self-help initiatives. -- Updated to $10 billion to $12.5 billion, reflecting assumed $4 billion to $5 billion tariff impact and at least 30% mitigation from self-help initiatives. Revenue -- $44 billion, up 2% year over year, with wholesales also growing 2% year over year. -- $44 billion, up 2% year over year, with wholesales also growing 2% year over year. EBIT adjusted -- $3.5 billion for the quarter, representing a 7.9% margin, slightly lower than the prior year driven by warranty pressure and FX headwinds. -- $3.5 billion for the quarter, representing a 7.9% margin, slightly lower than the prior year driven by warranty pressure and FX headwinds. US market share -- Increased to 17.2%, growing nearly 2 percentage points year over year, outpacing all other major automakers. -- Increased to 17.2%, growing nearly 2 percentage points year over year, outpacing all other major automakers. US light vehicle deliveries -- Rose 17% year over year, with market share gains supported by disciplined pricing. -- Rose 17% year over year, with market share gains supported by disciplined pricing. North America EBIT margin -- 8.8%, remaining within the stated 8%-10% range despite Cruise expenses inclusion. -- 8.8%, remaining within the stated 8%-10% range despite Cruise expenses inclusion. EV share and profitability -- US EV market share reached 10% in the quarter, rising to 12% in March; nearly 50% of first quarter EV entries were variable profit positive, with the overall EV portfolio near breakeven on variable profit. -- US EV market share reached 10% in the quarter, rising to 12% in March; nearly 5...