Moelis & Company (MC) Q3 2025 Earnings Call Transcript

Q3 2025 Earnings Call October 29, 2025 5:00 PM EDTCompany ParticipantsMatthew TsukroffNavid Mahmoodzadegan - Co-Founder, ...

Zuck Acknowledges Meta Might Not Use AI Investments for New AI After All

On an earnings call, Zuck acknowledged that Meta’s massive AI spend might not go as intended in the near future.

Microsoft Corporation (MSFT) Q1 2026 Earnings Call Transcript

Microsoft Corporation ( MSFT) Q1 2026 Earnings Call October 29, 2025 5:30 PM EDT Greetings, and welcome to the Microsoft Fiscal Year 2026 First Quarter Earnings Conference Call. [Operator Instructions ...

Moelis & Company targets PCA expansion and sees M&A cycle acceleration amid robust Q3 2025 results

Q3 2025 Management View Navid Mahmoodzadegan, in his first call as CEO, highlighted "a very strong third quarter" with adjusted revenue of $376 million, up 34% year-over-year. He reported "client ...

Microsoft outlines FY26 capital expenditure acceleration as AI demand drives 80% AI capacity boost

Q1 2026 Management View Satya Nadella, Chairman & CEO, reported "a very strong start to our fiscal year" with Microsoft Cloud revenue surpassing $49 billion, up 26% year-over-year, and commercial RPO ...

Microsoft’s stock falls on AI spending concerns and lack of clarity about OpenAI

However, Microsoft revealed a major drop in profit due to what it termed was an “equity method investment” in OpenAI Group ...