LinkedIn, the social network for professionals owned by Microsoft, on Wednesday said that its hiring products using what is known as agentic AI are on track to generate $450 million in sales in the coming year. The sales disclosure for a core AI product is new for LinkedIn, which has 1 billion members and makes much of its revenue from selling tools to sales and recruiting professionals. While ...
LinkedIn, the social network for professionals owned by Microsoft, on Wednesday said that its hiring products using what is known as agentic AI are on track to generate $450 million in sales in the coming year. The sales disclosure for a core AI product is new for LinkedIn, which has 1 billion members and makes much of its revenue from selling tools to sales and recruiting professionals. While Microsoft reports LinkedIn's overall sales growth as part of its productivity and business process operating unit, it does not disclose absolute dollar figures for the network.
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More on Alphabet Alphabet Earnings Preview: Q1 Earnings Hinge On Margins And The Cloud Alphabet: Preparing For 'New Age' Q1 Earnings Alphabet: All-Time Highs May Be Ahead Stocks to watch on Wednesday after hours: MSFT, GOOGL, META, CVNA Alphabet stock rises on strong financial growth and quarterly beat: Key takeaways
Kenneth Cheung/iStock Unreleased via Getty Images Meta Platforms, Inc. ( META ) was one of the most recent positions I've added to my portfolio (check it here ), and I am satisfied with my decision so far. Even with a lot of news flow (check it here ), both positive and negative, since the beginning of my position, my conviction in the long-term thesis has become even stronger. After Q1 earnings ,...
Kenneth Cheung/iStock Unreleased via Getty Images Meta Platforms, Inc. ( META ) was one of the most recent positions I've added to my portfolio (check it here ), and I am satisfied with my decision so far. Even with a lot of news flow (check it here ), both positive and negative, since the beginning of my position, my conviction in the long-term thesis has become even stronger. After Q1 earnings , this became even more evident; I believe the market is still overlooking some positive points about Meta. I found the result solid, and even so the stock is falling in after-hours. The valuation was already good; with this decline, the margin of safety becomes even more obvious. Meta’s Q1 Earnings Let’s address the elephant in the room: Meta’s EPS was excellent and beat all estimates. We are talking about a $10.44 EPS in a single quarter, 62% growth. The market expected something closer to ~$6.6, so this was a huge surprise. But getting straight to the point, this was non-recurring; it includes a huge (~$8 billion) tax benefit that made the effective tax rate -23%. So basically, it is not worth becoming optimistic based on this earnings beat . Seeking Alpha However, I think it is possible to be optimistic about the rest of the indicators. Revenue grew an impressive 33% YoY, and this was also a beat by $760 million. With this very strong top-line momentum, operating income also performed well, growing 30%. So we are still talking about a high-growth company, even ignoring the inflated EPS. Meta Earnings Release What makes me most optimistic is how Meta delivered this ~33% YoY revenue growth. YoY the number of users increased 4%, even with headwinds from Iran and Russia. Ad impressions increased a lot, growing 19%, and along with that, price per ad grew 12%. This creates an absurd compounding effect for the top line. We are talking about high ad growth, but revenue per ad also grew significantly, two components forming revenue that are in a very strong momentum, and that is ...
Morsa Images/DigitalVision via Getty Images As a professional investor, I am proud to say that I have a good track record in the market. As an example, my largest portfolio is up 58.3% year to date and up 78.7% over the last year. My next largest is up 31% year to date and 33.5% over the last year. Having said that, nobody is perfect. Some people make judgment calls that turn out to be incorrect. ...
Morsa Images/DigitalVision via Getty Images As a professional investor, I am proud to say that I have a good track record in the market. As an example, my largest portfolio is up 58.3% year to date and up 78.7% over the last year. My next largest is up 31% year to date and 33.5% over the last year. Having said that, nobody is perfect. Some people make judgment calls that turn out to be incorrect. This can happen when it comes to investing since information asymmetry exists. And when economic conditions are deteriorating and that is having a negative impact on a prospect, the pain can be severe. A great example of this can be seen by looking at Traeger ( COOK ), a rather interesting business that produces and sells grills, cooking appliances, and consumables that are important for said appliances. In my last article about the company, published in September of last year, I called the company a soft "Buy." This was even though revenue and profitability had been declining and was because of how cheap the stock was. I was encouraged by Project Gravity, which management claimed would deliver $30 million in annual cost savings. But since then, profitability has worsened in some respects, and shares have tanked. They're currently down 39.7% while the S&P 500 is up 6%. Even though the stock is priced at levels that I consider to be appealing, until such time that we see some stabilization in the business, I believe that downgrading it to a "Hold" is the right choice. Traeger Has Cooled Down At this time, the newest data that investors have regarding Traeger covers through the final quarter of the company's 2025 fiscal year . During that time, sales for the company came in at $145.4 million. That was down 13.8% compared to the $168.6 million that the business reported a year earlier. A lot of this weakness involved the sale of the company’s Grills business, with revenue falling 22.3% from $78 million to $60.6 million. Management blamed this on pricing that was negatively imp...
DALLAS, April 29, 2026 (GLOBE NEWSWIRE) -- United States Lime & Minerals, Inc. (NASDAQ: USLM) today reported first quarter 2026 results: The Company’s revenues in the first quarter 2026 were $87.8 million, compared to $91.3 million in the first quarter 2025, a decrease of $3.4 million, or 3.7%. The decrease in revenues in the first quarter 2026, compared to the first quarter 2025, resulted primari...
DALLAS, April 29, 2026 (GLOBE NEWSWIRE) -- United States Lime & Minerals, Inc. (NASDAQ: USLM) today reported first quarter 2026 results: The Company’s revenues in the first quarter 2026 were $87.8 million, compared to $91.3 million in the first quarter 2025, a decrease of $3.4 million, or 3.7%. The decrease in revenues in the first quarter 2026, compared to the first quarter 2025, resulted primarily from decreased sales volumes, principally due to decreased demand from the Company’s construction, oil and gas services, and roof shingle customers, partially offset by increased demand from the Company’s steel customers. During the first quarter 2026, the Company caught up on most of the weather-related shipping interruptions that resulted from the January winter storm.
Digital dollars are now becoming an official payment option for creators on Meta's platforms. Mark Zuckerberg's Meta is officially integrating digital currencies into its payment infrastructure, allowing creators to receive earnings in stablecoins. Meta has teamed up with payments giant ...
Digital dollars are now becoming an official payment option for creators on Meta's platforms. Mark Zuckerberg's Meta is officially integrating digital currencies into its payment infrastructure, allowing creators to receive earnings in stablecoins. Meta has teamed up with payments giant ...