Coca-Cola (KO) says consumer resilience remains 'nuanced'
Newsquawk Staff ·
- Says low-income earners are under clear pressure
- Says Coke is leaning on price-pack architecture
- Sees around 60bps of margin improvement since 2016-17 as repeatable
- Amazon Web Services (AMZN) says its threat intelligence team detected exploitation of the PHP2Shell vulnerability before public disclosure
- [EARNINGS CALL] Tesla (TSLA) CEO Elon Musk says the company will increase production to meet demand; company is aiming to produce approximately 5mln vehicles annually by 2030
- [EARNINGS CALL] Meta (META) expects new AI businesses to generate incremental revenue from 2027 through subscriptions, transactions, advertising and enterprise offerings, with meaningful growth potential over time
- [EARNINGS CALL] IBM (IBM) says Q3 revenue growth accelerated to 6%, above the base case outlined in July, with acceleration across segments, while management expressed confidence in its balance-of-year outlook, supported by strong profitability and FCF
- [EARNINGS CALL] Lam Research (LRCX) says its preliminary CY27 wafer fabrication equipment outlook exceeds USD 200bln (exp. CY26 USD 150bln), driven by DRAM, NAND and foundry/logic demand
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