Tim Stenovec

speaker

570 appearances 10 recordings 1 series first heard Apr 2026 last heard 30 Jul

Tim Stenovec’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 — 10 in all, peaking in Jul 2026 with 5.

Appearances

newest first · ▶ plays the moment

Bloomberg Tech · Earnings Analysis: Meta, Microsoft, Alphabet & Amazon Deliver Earnings · 29 Apr 2026 podcast

Anurag, I want to kick it off with you. voice-verified

Go where you want. voice-verified

There's a lot coming at us. voice-verified

Want to start with Microsoft? voice-verified

Yeah, Kurt Wagner, tech reporter on the MetaLive blog. voice-verified

From the release, we anticipate 2026 CapEx, including those principal payments on finance leases, to be in the range of that $125 to $145 billion. voice-verified

So increase from that range, just to reiterate. voice-verified

So that's a problem, Ed? voice-verified

All right, folks, I want to go over to Amazon. voice-verified

A couple of things also popping up. voice-verified

$59.3 billion year-over-year rise in purchase of property and equipment. voice-verified

They say the increase in purchases reflect investments in AI. voice-verified

They also say, Ed, free cash flow fell to $1.2 billion for trailing 12 months. voice-verified

Come on back in, Ed Ludlow. voice-verified

Ron, come on back in. voice-verified

Ron Westfall of Hyperframe. voice-verified

How do you see it in terms of what Amazon's up to? voice-verified

I like that idea and this concept of you got to spend to build for future revenue. voice-verified

But how do you see it? voice-verified

We've got to go to Alphabet, which is up 3.5% here in the aftermarket. voice-verified

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