Carmen Reinecke
speaker
161 appearances
12 recordings
2 series
first heard Nov 2025
last heard 9 Sep
Carmen Reinecke’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 12 in all, peaking in Aug 2026 with 5.
Appearances
You know, NVIDIA is expected to continue to grow revenue, even though that growth is expected to slow in the coming years.
I think the other thing that people are really looking for is what Jensen's going to say about what they're seeing in the future, right?
Also, as Ian pointed out, the guidance is very important here.
And that's, I mean, probably even more important than the numbers that NVIDIA has.
actually reports.
We want to see the line of sight into revenue growth going forward.
There are also still some questions about China, how much revenue can be expected there or not.
And so I think the sentiment here, what investors take away about their confidence from the report is going to be maybe even more important than the actual numbers.
Well, Ed, you have to remember that when the FTC first launched this lawsuit, that was five years ago.
So we've been speaking with analysts.
Nobody expects the appeal process to proceed, but we're going to wait and see.
Yeah, so investors are really going to be watching for sort of this balance between revenue growth for Corey, which is just flying.
It's expected to double to more than 1.3 billion, but also the sort of massive spending that it also has while it builds out more and more capacity for its large hyperscale clients.
As you mentioned, Corey shares are up more than double still since their IPO, but they're also more than 30% below a record high hit a few months ago.
And they fell pretty significantly after last earnings on concerns about spending.
So that's something we're going to be watching very closely after the bell today.
Stock fell a lot last week when we sort of had this broader AI sell off, but a little bit of a rebound today ahead of those results.
Yeah, that's something that investors are definitely looking forward to hear if they've added any new clients in this quarter to kind of shift away from the dependence on those few companies.
Though I've also heard from sources that it's not the biggest concern because there's just so much demand in this space that even if one of their big clients were to drop them or move on or something, there are going to be others to rush in.
So definitely investors are looking for, you know, are they signing new clients, new customers?
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