earnings
121
“The momentum across the company is extraordinary. Our commitment to innovation, as well as our long-term focus and investment in AI, are paying off."
"Is this going to go on for another six months? Likely."
CEO vows to equip “mom-and-pop” shops with AI, as Coca-Cola CIO Neeraj Tolmare says "our approach to AI has been 'learn by doing'", flags marketing opportunities.
"We've got over 11,000 regulatory reports" lamented CFO Mark Mayer. "We're talking about ensuring that the data that we capture at trade entry is the data that's required to ultimately show up on these various regulatory reports..."
"We're working closely with our wholesale partners to stabilise this business and have recently made changes aimed at improving our performance."
"... The sales trends for those franchises in the wholesale channel was substantially better.”
"We are hiring primarily in India… in technology, which is a big driver of the growth that we're seeing now."
"We are doing well with respect to our goals on HBM3E yields..."
Investors, meanwhile, do not pay Nike’s technology estate nearly enough attention; whilst in its last blog an engineering team warned that AWS costs can rack up fast...