What are the service and product offerings from Microsoft

product offerings Microsoft


MSFT segment breakdown

MSFT


Who are Microsoft`s key customers?

Microsoft customers?


What is Microsoft`s business model

business model


MSFT Capex commitment

MSFT


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?


MSFT remaining performance obligation

MSFT


Adobe subsidiaries of trademarks

subsidiaries


ADBE share repurchase

repurchase


fully diluted shares outstanding ADBE

diluted shares


Who are the members of Adobe`s management team

members Adobe`s team


ADBE RPO


ADBE KPI


How are Coupang`s KPIs?"

Coupang`s


Coupang segment margin


CPNG capital expenditure

expenditure


CPNG any recent M&A activities

M&A activities


When did Coupang`s Farfetch consolidation start

Coupang


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

FLC revenue Coupang


When did new FLC contract begin CPNG

FLC begin


CPNG free cash flow

cash


Class of Shares CPNG

Shares


any highlights from Linde`s 2023 earnings result

Linde`s 2023


Linde Segment breakdown

Linde


Linde Shareholder return

Linde


asset divestitures Linde

Linde


What is the total number of leases held by Linde

total leases Linde


Linde Outstanding share

Linde


the top 3 risks faced by Linde

risks Linde


Linde`s geographical coverage

Linde`s


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

items derive adjusted EBITDA Linde


one-off expenses of Linde occurred in 2023

expenses Linde


Why did Linde`s working capital increase

Linde`s capital


How much is available for Oracle stock repurchases

Oracle stock repurchases


Oracle`s equity investments

equity


ORCL M&A


Oracle`s contractual obligations

obligations


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

Oracle`s net cash 80%


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

cost item Oracle sales


ORCL segment breakdown

ORCL


Updates on Oracle`s headcount

Oracle


Oracle`s dividend payout

dividend


Any meaningful ramp to address AI capacity/datacenter constraints ORCL

ramp AI capacity constraints


Nvidia`s end market

end


Nvidia 5yr cumulative total return

5yr


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

Percentage revenue Nvidia customer


Any other concentration risks observed from Nvidia`s financials?

risks Nvidia?


What drove the improvement in the gross profit margin NVDA

drove improvement margin


P&G business model

&G


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

percentage revenue P&G customer


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

employees P&G growth


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

war Ukraine P&G


P&G cybersecurity related risks

P&G


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

longest? P&G


P&G any updates on share repurchase plan?

P&G plan?


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

P&G dividend?


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

P&G dividend increase


P&G`s ticker

&G


P&G org structure overview

P&G


How many product categories does P&G have

categories P&G


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

major brands P&G


Strategic direction of P&G

P&G


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

net earnings sales P&G


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

&G ratio cash net earnings?


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

factor contributed margin P&G price quantity?


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

Capex year 2023 spent P&G


Did P&G acquire any businesses in 2023?

P&G 2023?


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

P&G debts year 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 cash equivalents Procter Gamble fiscal year 2023


P&G`s credit rating?

&G?


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

yoy growth % P&G


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

measure P&G dividends acquisitions investments


How many fleet does DAL own

fleet DAL


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

owned finance operating aircraft fleet


What percentage of Endeavor`s shares does Delta own?

Endeavor Delta?


When is the scheduled delivery date for the DAL A350?

scheduled delivery A350?


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

region % passenger revenue? main driver?


Any updates on DAL and AMEX partnership

DAL AMEX


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

operating expense DAL sales


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

fuel 2023 delta air lines


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

Capex fiscal year Jun 2023


DAL 2024 Capex guidance

2024


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

New York-LaGuardia Redevelopment


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

loyalty program deferred revenue balance FY 2023


What is the useful life for aircraft DAL

life aircraft


Where does DAL recognize advertising costs

DAL advertising


How many vehicles did TSLA deliver in 2023?

TSLA 2023?


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

items tesla 2023?


Capex in 2023 tsla

2023


TSLA Capex guidance in 2024

2024


Where does TSLA produce its Cybertruck

TSLA


TSLA Inventory breakdown as of 2023

Inventory 2023


Any recent litigation cases tesla

litigation cases


TSLA three-year historical depreciation expense

-year depreciation


How many outstanding shares TSLA

outstanding shares


What is TSLA`s mission?

TSLA?


Netflix Paid membership updates

Paid


Does Netflix still offer DVD-by-mail service

Netflix DVD-by-mail


Netflix Business model

Business


Netflix Any updates on total amount of content obligations

updates content obligations


Content obligations in next 12 months Netflix

obligations months


NFLX 3 year historical advertising cost trend

NFLX 3 year


3 year streaming revenue trend of netflix

streaming netflix


What drove OP margin improvement NFLX

drove OP


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

region increase additions netflix


NFLX Any updates on share repurchase

NFLX updates


Customer group that Home depot serve

Home depot


Home Depot # of employee

Depot


Home Depot retail strategy

Depot


HD How many acquisitions happened in 2023?

acquisitions 2023?


Total amount of shareholder return in 2023 Home Depot

shareholder 2023 Depot


Any reasons for Capex growth of HD

Capex growth


Home Depot why did net sales decrease in 2023?

Depot net sales?


Updates on inventory level Home Depot

inventory Depot


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

advertising three years Home Depot


HD Net PP&E as of 2023

PP&E 2023


Company fiscal year appl

fiscal


When will apple Vision Pro launch?

Vision launch?


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

Depreciation expense PP&E three years


Update on share repurchase of apple

repurchase apple


Which region contributes the most to the revenue of APPL?

region revenue APPL?


APPL new product launch in 4Q23

APPL


SG&A % of rev in 2023 appl

&A % 2023


Appl additional leases occurred in later part of 2023

leases later 2023


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

recent employee stock plan?


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

depreciation expense three years


Amazon AWS yoy growth in constant cuurency

AWS growth constant


Amazon 1Q24 guidance

1Q24


AMZN what are the components of fulfillment costs?

fulfillment costs?


2023 inventory valuation allowance of AMZN

2023 AMZN


Total PP&E of AMZN in 2023

AMZN 2023


Any updates on Amazon Prime Video

Amazon Prime


Were there any share repurchases in 2023 Amazon?

repurchases 2023?


AMZN SBC expense occurred in 2023

AMZN SBC


Amazon revenue sources

revenue


Any comments on tech investment of amazon

comments amazon


Amazon Par value

value


Potential/current competitors of amazon?

amazon?


When was Amazon established?

Amazon?


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

square footage Amazon centers data facilities?


Revenue recognition methodology of amazon from 3rd party seller

amazon 3rd seller


When did 20:1 stock split happen in AMZN

20:1 split


Describe how AWS generate revenue

AWS


Amazon Acquisitions in 2023?

2023?


When was the current share repurchase program announced in AMZN?

share repurchase program?


Amazon inventory management strategy

inventory


Why does Meta use family metrics?

family metrics?


META Family DAP and MAP calculation methodology?

META Family MAP?


Any upddates on Reality Labs Meta

Reality Labs


Key investment areas in 2024 Meta

investment 2024


Mgmt view on Meta competitive landscape

view landscape


Meta % yoy growth of FoA revenue

% FoA


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

management future drivers revenue?


Has the sales volume of Meta Quest increased or decreased?

Meta Quest increased?


Any divestures in 2023 Meta

2023


Total number of employees of JnJ

number JnJ


Gross amounts of patents and trademarks as of 2023 JnJ

patents trademarks 2023


What has been DPS over the past 3 years JnJ

DPS past 3 years


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

Diluted. shares 2023 unit


Best selling drug in 2023 of Johnson & Johnson

2023 Johnson Johnson


Johnson & Johnson Investment in 2023

Johnson 2023


JnJ Mgmt overview

JnJ


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

JnJ R&D 2023


Any advancements for its Innovative Medicine pipeline JnJ

Innovative Medicine pipeline


JnJ R&D expense % of revenue in 2023

R&D % revenue


ROE and ROTCE as of 2023 JP Morgan

2023 JP Morgan


Credit provided for consumers as of 2023 JP Morgan

Credit 2023 Morgan


JP Morgan markets revenue consist of what

Morgan markets


What are the components of principal transactions of JPM

components transactions JPM


JPM Acquisition in 2023

JPM


Competitors of JPM

JPM


Employee net addition in 2023 JPM

Employee 2023


Why did LT debt increase in 2023 JP Morgan

LT debt 2023


JPM What drove strong performance of equity underwriting

JPM equity


JP Morgan Segment breakdown

Morgan


Visa Company overview

Company


How does VISA earn money

VISA


VISA Acquisition in 2023

2023


Who are VISA`s electronic payment competitors

VISA`s competitors


How geopolitical factors can impact the VISA business

geopolitical VISA


Why did labor cost increase 17% yoy Visa

labor cost 17%


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

total processed Visa past 3 years billions?


Visa 2023 earning

2023


VISA Fintech related commentary

Fintech


UnitedHealth Group Segment breakdown

UnitedHealth


UnitedHealth Group What drove revenue increase in 2023

UnitedHealth Group 2023


Company level OP margin in 2023 unitedhealth

2023 unitedhealth


UNH ROE as of 2023

2023


UNH Impact of cyber attack

UNH


Medical care ratio of UnitedHealth Group as of 2023

UnitedHealth Group 2023


Any updates on Brazil biz disposition of UnitedHealth Group

updates Brazil UnitedHealth


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

management UnitedHealth medical cost 2024?


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

factors revenue UNH?


Dividend paid in 2023 UnitedHealth

UnitedHealth


What is Alphabet`s stance on AI?

Alphabet stance?


Primary revenue source of Google Services

Google Services


What potential threats to Google Search has the management identified?

potential threats Google?


Why did Alphabet Opex increase in 2023 vs. previous year

Alphabet Opex 2023.


Alphabet When was the offer letter issued to Ruth Porat?

Alphabet letter Ruth?


Capex guidance Alphabet

guidance


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

subscription revenue. YouTube recognized


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

trend Advertising Expenses three years?


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

Google Cloud RPO 2023


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

advertising policies impact Alphabet ads


BNSF railroad freight volume

BNSF


Who runs berkshire


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

management insurance Hathaway


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

Berkshire Hathaway business divisions


When will Berkshire repurchase common stock?

Berkshire stock?


How many distinct insurance underwriting groups are there within Berkshire

insurance groups Berkshire


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

ticker Berkshire Hathaway?


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

largest segment Berkshire Hathaway % revenue


Source of invested assets of insurance business BRK.A

Source invested insurance.


Float as of 2023 BRK

Float 2023