Gil Luria

speaker
60 appearances 17 recordings 1 series first heard Jul 2026 last heard 12 Aug

Gil Luria’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months
10 · Aug OctJan 26AprJulnow

Recordings per month over the last 12 months — 17 in all, peaking in Aug 2026 with 10.

Appearances

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Operating margins, which were only 1% last quarter, are now 5%.
So that's not a lot.
That still means a 1% return on invested capital, but it's a step in the right direction.
It's incrementally positive. matched
There is still a really big question about whether we even need neo clouds, whether they're a a good business. matched
And the base of it is are they getting a good enough return on investment to pay for the very expensive capital that they have to borrow? matched
It's incrementally positive. voice-verified
There is still a really big question about whether we even need neo clouds, whether they're a a good business. voice-verified
And the base of it is are they getting a good enough return on investment to pay for the very expensive capital that they have to borrow? voice-verified
It's incrementally positive. matched
There is still a really big question about whether we even need neoclouds, whether they're a good business. matched
And the base of it is, are they getting a good enough return on investment to pay for the very expensive capital that they have to borrow? matched
And I think that what investors are seeing today is they took a small step in the right direction. matched
It's incrementally positive. matched
There is still a really big question about whether we even need neo clouds, whether they're a a good business. matched
At the base of it is are they getting a good enough return on investment to pay for the very expensive capital that they have to borrow? matched
It's incrementally positive. matched
There is still a really big question about whether we even need neo clouds, whether they're a a good business. matched
And the base of it is are they getting a good enough return on investment to pay for the very expensive capital that they have to borrow? matched
I and I think that what investors are seeing today is they took a a small step in the right direction. matched
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