What are the service and product offerings from Microsoft

service, product, offerings, Microsoft


MSFT segment breakdown

MSFT, segment, breakdown


Who are Microsoft`s key customers?

Microsoft, key customers


What is Microsoft`s business model

Microsoft, business model


MSFT Capex commitment

MSFT, Capex, commitment


Which recent M&A activities has Microsoft been involved in

M&A activities, Microsoft


How much revenue does Microsoft generate from contracts with customers?

revenue, Microsoft, contracts, customers


MSFT remaining performance obligation

MSFT, performance, obligation


Adobe subsidiaries of trademarks

Adobe, subsidiaries, trademarks


ADBE share repurchase

ADBE, share, repurchase


fully diluted shares outstanding ADBE

shares, ADBE


Who are the members of Adobe`s management team

members, Adobe, management team


ADBE RPO

ADBE, RPO


ADBE KPI

ADBE, KPI


How are Coupang`s KPIs?"

Coupang, KPIs


Coupang segment margin

Coupang, segment, margin


CPNG capital expenditure

CPNG, capital, expenditure


CPNG any recent M&A activities

CPNG, M&A, activities


When did Coupang`s Farfetch consolidation start

Coupang, Farfetch, consolidation, start


What is FLC, and how is its revenue recognized by Coupang

FLC, revenue, Coupang


When did new FLC contract begin CPNG

FLC contract, CPNG


CPNG free cash flow

CPNG, free cash flow


Class of Shares CPNG

Class, Shares, CPNG


any highlights from Linde`s 2023 earnings result

highlights, Linde, 2023, earnings, result


Linde Segment breakdown

Linde, Segment, breakdown


Linde Shareholder return

Linde, Shareholder, return


asset divestitures Linde

asset, divestitures, Linde


What is the total number of leases held by Linde

total number, leases, Linde


Linde Outstanding share

Linde, Outstanding, share


the top 3 risks faced by Linde

top, risks, Linde


Linde`s geographical coverage

Linde, geographical, coverage


Which items were taken into account to derive adjusted EBITDA compared to EBITDA for Linde

items, account, adjusted EBITDA, EBITDA, Linde


one-off expenses of Linde occurred in 2023

expenses, Linde, 2023


Why did Linde`s working capital increase

Linde, working capital, increase


How much is available for Oracle stock repurchases

Oracle, stock, repurchases, amount, availability


Oracle`s equity investments

Oracle, equity, investments


ORCL M&A

ORCL, M&A


Oracle`s contractual obligations

Oracle, contractual obligations


Why did Oracle`s net cash used for investing activities change by over 80%

Oracle, net cash, investing activities, change, 80%


Which cost item represents the highest percentage of Oracle`s sales

cost item, highest percentage, Oracle, sales


ORCL segment breakdown

ORCL, segment, breakdown


Updates on Oracle`s headcount

Updates, Oracle, headcount


Oracle`s dividend payout

Oracle, dividend, payout


Any meaningful ramp to address AI capacity/datacenter constraints ORCL

ramp, AI capacity, datacenter constraints, ORCL


Nvidia`s end market

Nvidia, end market


Nvidia 5yr cumulative total return

Nvidia, 5yr, cumulative, total, return


Percentage of total revenue accounted for by Nvidia`s largest customer

Percentage, total revenue, Nvidia, largest customer


Any other concentration risks observed from Nvidia`s financials?

concentration risks, Nvidia, financials


What drove the improvement in the gross profit margin NVDA

improvement, gross profit margin, NVDA


P&G business model

P&G, business model


What percentage of total revenue does the P&G`s largest customer account for

percentage, total revenue, P&G, largest customer


Current number of employees at P&G and % yoy growth

employees, P&G, % yoy growth


How did war between Russia and Ukraine impact P&G business

war, Russia, Ukraine, impact, P&G, business


P&G cybersecurity related risks

P&G, cybersecurity, risks


Who among the management had the longest tenure? P&G

management, tenure, P&G


P&G any updates on share repurchase plan?

P&G, updates, share, repurchase, plan


How many consecutive years has P&G increased its dividend?

P&G, years, dividend


By what percentage did the P&G`s dividend increase this year

percentage, P&G, dividend, increase, year


P&G`s ticker

P&G, ticker


P&G org structure overview

P&G, org, structure, overview


How many product categories does P&G have

product categories, P&G


What are the major brands for Fem care in P&G

brands, Fem care, P&G


Strategic direction of P&G

Strategic direction, P&G


Why did net earnings decrease despite increase of sales/OP P&G

net earnings, decrease, increase, sales, OP, P&G


P&G What does the ratio of adjusted free cash flow to net earnings imply?

P&G, ratio, adjusted free cash flow, net earnings


Which factor contributed more significantly to the gross margin improvement of P&G: price increases or quantity increases?

factor, gross margin improvement, P&G, price increases, quantity increases


Capex during the fiscal year ended in Jun 2023 and where it was spent P&G

Capex, fiscal year, Jun 2023, P&G


Did P&G acquire any businesses in 2023?

P&G, businesses, 2023


Did P&G raise any debts during the fiscal year ended in Jun 2023

P&G, debts, fiscal year, Jun 2023


What is the total amount of cash and cash equivalents Procter & Gamble (P&G) has as of the fiscal year ended in Jun 2023

total amount, cash, cash equivalents, Procter & Gamble, P&G, fiscal year, Jun 2023


P&G`s credit rating?

P&G, credit, rating


What was the yoy organic growth % of Beauty segment of P&G

yoy, organic growth, Beauty segment, P&G


What is a measure for P&G to determine dividends, share repurchases, acquisitions and other discretionary investments

measure, P&G, dividends, share repurchases, acquisitions, discretionary investments


How many fleet does DAL own

fleet, DAL


Ratio of owned: finance lease: operating lease based on operating aircraft fleet DAL

Ratio, owned, finance lease, operating lease, operating aircraft fleet, DAL


What percentage of Endeavor`s shares does Delta own?

Endeavor, shares, Delta, percentage


When is the scheduled delivery date for the DAL A350?

scheduled delivery date, DAL A350


Which region showed highest % growth of delta in passenger revenue? And what was the main driver?

region, growth, delta, passenger revenue, driver


Any updates on DAL and AMEX partnership

updates, DAL, AMEX, partnership


Which operating expense represents the highest percentage of DAL`s sales

operating expense, highest percentage, DAL, sales


How did the fuel price impact the 2023 financials of delta air lines

fuel price, 2023 financials, delta air lines


DAL Capex during the fiscal year ended in Jun 2023 and where it was spent

DAL, Capex, fiscal year, Jun 2023, spending


DAL 2024 Capex guidance

DAL, 2024, Capex, guidance


What is the estimated cost for the New York-LaGuardia Redevelopment DAL

cost, New York-LaGuardia, Redevelopment, DAL


When did DAL`s quarterly dividend start all over again?

DAL, quarterly dividend


How much was the delta¡¯s aggregate current and noncurrent loyalty program deferred revenue balance as of FY 2023

delta, aggregate, current, noncurrent, loyalty program, deferred revenue, balance, FY 2023


What is the useful life for aircraft DAL

useful life, aircraft, DAL


Where does DAL recognize advertising costs

DAL, advertising, costs


How many vehicles did TSLA deliver in 2023?

vehicles, TSLA, delivery, 2023


Were there any one-off items reported in tesla 2023?

one-off items, tesla, 2023


Capex in 2023 tsla

Capex, 2023, tsla


TSLA Capex guidance in 2024

TSLA, Capex, guidance, 2024


Where does TSLA produce its Cybertruck

TSLA, Cybertruck


TSLA Inventory breakdown as of 2023

TSLA, Inventory, breakdown, 2023


Any recent litigation cases tesla

litigation, cases, Tesla


TSLA three-year historical depreciation expense

TSLA, three-year, historical, depreciation, expense


How many outstanding shares TSLA

outstanding shares, TSLA


What is TSLA`s mission?

TSLA, mission


Netflix Paid membership updates

Netflix, Paid membership, updates


Does Netflix still offer DVD-by-mail service

Netflix, DVD-by-mail service


Netflix Business model

Netflix, Business model


Netflix Any updates on total amount of content obligations

Netflix, updates, total amount, content obligations


Content obligations in next 12 months Netflix

Content, obligations, next 12 months, Netflix


NFLX 3 year historical advertising cost trend

NFLX, year, historical, advertising, cost, trend


3 year streaming revenue trend of netflix

year, streaming, revenue, trend, Netflix


What drove OP margin improvement NFLX

OP margin improvement, NFLX


Which region showed the highest increase in paid net membership additions of netflix

region, increase, paid net membership additions, Netflix


NFLX Any updates on share repurchase

NFLX, updates, share repurchase


Customer group that Home depot serve

Customer group, Home Depot


Home Depot # of employee

Home Depot, employee


Home Depot retail strategy

Home Depot, retail, strategy


HD How many acquisitions happened in 2023?

acquisitions, 2023


Total amount of shareholder return in 2023 Home Depot

Total amount, shareholder return, 2023, Home Depot


Any reasons for Capex growth of HD

Capex, growth, HD


Home Depot why did net sales decrease in 2023?

Home Depot, net sales, decrease, 2023


Updates on inventory level Home Depot

Updates, inventory level, Home Depot


Net advertising expense over the past three years on an annual basis Home Depot

Net advertising expense, past three years, annual basis, Home Depot


HD Net PP&E as of 2023

HD Net, PP&E, 2023


Company fiscal year appl

Company, fiscal year, appl


When will apple Vision Pro launch?

apple Vision Pro, launch


Depreciation expense on PP&E over the past three years on an annual basis apple

Depreciation expense, PP&E, past three years, annual basis, apple


Update on share repurchase of apple

share repurchase, apple


Which region contributes the most to the revenue of APPL?

region, revenue, APPL


APPL new product launch in 4Q23

APPL, product, launch, 4Q23


SG&A % of rev in 2023 appl

SG&A, rev, 2023, appl


Appl additional leases occurred in later part of 2023

Appl, additional leases, part, 2023


When was the most recent employee stock plan that apple announced?

employee stock plan, apple


Appl depreciation expense over the past three years on an annual basis

Appl, depreciation, expense, past, years, annual, basis


Amazon AWS yoy growth in constant cuurency

Amazon, AWS, yoy, growth, constant, currency


Amazon 1Q24 guidance

Amazon, 1Q24, guidance


AMZN what are the components of fulfillment costs?

AMZN, components, fulfillment, costs


2023 inventory valuation allowance of AMZN

inventory, valuation, allowance, AMZN


Total PP&E of AMZN in 2023

Total, PP&E, AMZN, 2023


Any updates on Amazon Prime Video

updates, Amazon Prime Video


Were there any share repurchases in 2023 Amazon?

share repurchases, 2023, Amazon


AMZN SBC expense occurred in 2023

AMZN, SBC, expense, 2023


Amazon revenue sources

Amazon, revenue, sources


Any comments on tech investment of amazon

comments, tech investment, amazon


Amazon Par value

Amazon, Par value


Potential/current competitors of amazon?

competitors, amazon


When was Amazon established?

Amazon, established


What is the total square footage of Amazon`s international fulfillment centers, data centers, and other facilities?

total square footage, Amazon, international fulfillment centers, data centers, facilities


Revenue recognition methodology of amazon from 3rd party seller

Revenue, recognition, methodology, Amazon, 3rd party, seller


When did 20:1 stock split happen in AMZN

20:1 stock split, AMZN


Describe how AWS generate revenue

AWS, revenue


Amazon Acquisitions in 2023?

Amazon, Acquisitions, 2023


When was the current share repurchase program announced in AMZN?

share repurchase program, AMZN


Amazon inventory management strategy

Amazon, inventory, management, strategy


Why does Meta use family metrics?

Meta, family metrics


META Family DAP and MAP calculation methodology?

META, Family, DAP, MAP, calculation, methodology


Any upddates on Reality Labs Meta

updates, Reality Labs, Meta


Key investment areas in 2024 Meta

investment areas, 2024, Meta


Mgmt view on Meta competitive landscape

Mgmt, view, Meta, competitive landscape


Meta % yoy growth of FoA revenue

Meta, yoy growth, FoA revenue


Meta what is management`s outlook on the future drivers of ad revenue?

Meta, management, outlook, future, drivers, ad revenue


Has the sales volume of Meta Quest increased or decreased?

sales volume, Meta Quest


Any divestures in 2023 Meta

divestures, 2023, Meta


Total number of employees of JnJ

Total, number, employees, JnJ


Gross amounts of patents and trademarks as of 2023 JnJ

patents, trademarks, 2023, JnJ


What has been DPS over the past 3 years JnJ

DPS, past, 3 years, JnJ


JnJ Diluted Adj. avg. shares outstanding as of 2023 (include the unit as well)

JnJ, Diluted, Adj., avg., shares, outstanding, 2023, unit


Best selling drug in 2023 of Johnson & Johnson

Best, selling, drug, 2023, Johnson & Johnson


Johnson & Johnson Investment in 2023

Johnson & Johnson, Investment, 2023


JnJ Mgmt overview

JnJ, Mgmt, overview


How much $ invested in JnJ R&D as of 2023

$ invested, JnJ, R&D, 2023


Any advancements for its Innovative Medicine pipeline JnJ

advancements, Innovative Medicine, pipeline, JnJ


JnJ R&D expense % of revenue in 2023

JnJ, R&D, expense, revenue, 2023


ROE and ROTCE as of 2023 JP Morgan

ROE, ROTCE, 2023, JP Morgan


Credit provided for consumers as of 2023 JP Morgan

Credit, consumers, 2023, JP Morgan


JP Morgan markets revenue consist of what

JP Morgan, markets, revenue


What are the components of principal transactions of JPM

components, principal transactions, JPM


JPM Acquisition in 2023

JPM, Acquisition, 2023


Competitors of JPM

Competitors, JPM


Employee net addition in 2023 JPM

Employee, net addition, 2023, JPM


Why did LT debt increase in 2023 JP Morgan

LT debt, increase, 2023, JP Morgan


JPM What drove strong performance of equity underwriting

JPM, performance, equity, underwriting


JP Morgan Segment breakdown

JP Morgan, Segment, breakdown


Visa Company overview

Visa, Company, overview


How does VISA earn money

VISA, money


VISA Acquisition in 2023

VISA, Acquisition, 2023


Who are VISA`s electronic payment competitors

VISA, electronic payment, competitors


How geopolitical factors can impact the VISA business

geopolitical factors, VISA business


Why did labor cost increase 17% yoy Visa

labor cost, increase, 17%, yoy, Visa


What has been the total amount of processed transactions by Visa over the past 3 years, measured in billions?

total amount, processed transactions, Visa, past 3 years, billions


Visa 2023 earning

Visa, 2023, earning


VISA Fintech related commentary

VISA, Fintech, commentary


UnitedHealth Group Segment breakdown

UnitedHealth Group, Segment, breakdown


UnitedHealth Group What drove revenue increase in 2023

UnitedHealth Group, revenue, increase, 2023


Company level OP margin in 2023 unitedhealth

Company, level, OP margin, 2023, UnitedHealth


UNH ROE as of 2023

UNH, ROE, 2023


UNH Impact of cyber attack

UNH, Impact, cyber attack


Medical care ratio of UnitedHealth Group as of 2023

Medical care ratio, UnitedHealth Group, 2023


Any updates on Brazil biz disposition of UnitedHealth Group

Brazil, biz, disposition, UnitedHealth Group


What is management`s outlook of UnitedHealth Group on medical cost trends for 2024?

management, outlook, UnitedHealth Group, medical cost trends, 2024


What factors contributed to the significant increase in revenue of UNH?

factors, increase, revenue, UNH


Dividend paid in 2023 UnitedHealth

Dividend, 2023, UnitedHealth


What is Alphabet`s stance on AI?

Alphabet, stance, AI


Primary revenue source of Google Services

Primary, revenue, source, Google, Services


What potential threats to Google Search has the management identified?

potential threats, Google Search, management


Why did Alphabet Opex increase in 2023 vs. previous year

Alphabet, Opex, increase, 2023, previous year


Alphabet When was the offer letter issued to Ruth Porat?

Alphabet, offer letter, Ruth Porat


Capex guidance Alphabet

Capex, guidance, Alphabet


How is subscription revenue (e.g., YouTube premium) recognized

subscription revenue, YouTube premium


Alphabet What has been the trend in Advertising and Promotional Expenses over the past three years?

Alphabet, trend, Advertising, Promotional Expenses, past three years


Google Cloud RPO as of 2023 (approximate # is fine)

Google Cloud, RPO, 2023, approximate


How might changes to advertising policies and data privacy practices impact Alphabet`s ads biz

changes, advertising policies, data privacy practices, impact, Alphabet, ads, biz


BNSF railroad freight volume

BNSF, railroad, freight, volume


Who runs berkshire

berkshire


What is management`s perspective on the insurance business Berkshire Hathaway

management, perspective, insurance business, Berkshire Hathaway


How is Berkshire Hathaway`s business segmented into its major divisions or operating units

Berkshire Hathaway, business, segments, divisions, operating units


When will Berkshire repurchase common stock?

Berkshire, repurchase, common stock


How many distinct insurance underwriting groups are there within Berkshire

insurance, underwriting groups, Berkshire


What is the ticker symbol for Berkshire Hathaway`s Class B shares?

ticker symbol, Berkshire Hathaway, Class B shares


What is the largest operating segment of the Berkshire Hathaway in terms of % of total revenue, as of 2023

largest operating segment, Berkshire Hathaway, total revenue, 2023


Source of invested assets of insurance business BRK.A

Source, invested assets, insurance business, BRK.A


Float as of 2023 BRK

Float, 2023, BRK