Carol Massar

speaker

1,353 appearances 37 recordings 3 series first heard Dec 2024 last heard 12 Sep

Carol Massar’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 33 in all, peaking in Jul 2026 with 13.

newest first · ▶ plays the moment

That was Anurag Rana, Bloomberg Intelligence Senior Analyst, who we just heard from. matched

In a minute, we're going to bring in Ron Westphal, Hyperframe Research Infrastructure and Networking VP and Practice Leader. matched

Ed, what's on your radar? matched

Well, that's exactly where I want to go. matched

$125 to $145 billion increase from our prior range of $115 to $135 billion. matched

As a result, we're seeing shares of Meta platforms carried down by 6.3%. matched

I want to bring in Ron Westfall, Hyperframe Research Infrastructure and Networking VP and Practice Leader. matched

I want to stay on what Ed was talking about, Ron, and that's Meta's CapEx estimate. matched

We're also seeing some headlines. matched

Headwinds in the EU and US could significantly impact results. matched

The company sees scrutiny on youth-related issues as well. matched

Shares of Meta platforms right now down about 5.5%. matched

But it does seem like more important is... matched

Is that CapEx number 125, 245 billion increased from that prior range of 115 to $135 billion? matched

What are your thoughts? matched

Yeah, the company reported quarterly revenue and profit. matched

It beat projections. matched

It was fueled by strong growth in its cloud computing unit. matched

It signaled that the internet giant's unprecedented investments in AI infrastructure are beginning to pay off. matched

The company said that first quarter revenue, excluding those partner payouts, was $94.7 billion. matched

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