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微信新功能：消息管理优化 - 推出一次性撤回本次发送全部消息的功能 包括多选转发、批量发送的图片视频和文件 [2] - 该功能正在逐步覆盖中 [3] 微信新功能：群聊通知优化 - 微信群消息免打扰后能选择性接收重要通知 可勾选"@我、@所有人、群公告" [3] - 可添加4位重要群成员 收到他们的消息提醒 [3] - 该功能正在逐步覆盖中 [4] 微信新功能：聊天记录保留 - 删除好友时新增"删除联系人同时清空聊天记录"选项 [5][6] - 若不勾选选项 删除联系人后能在主界面保留聊天记录 [6]

公司业绩表现 - 公司第三季度营收创纪录地达到1023亿美元，同比增长16% [1][4] - 剔除流量获取成本后，第三季度销售额为844.7亿美元，同比增长17%，超出预期3% [6] - 第三季度每股收益为2.87美元，同比增长35%，超出预期27% [6] - 公司实现了首个单季度营收超1000亿美元的业绩 [1] 业务部门增长 - 搜索和YouTube业务的强劲广告增长以及云服务的持续扩张是主要驱动因素 [1] - 包括搜索、YouTube和谷歌云在内的所有业务部门均实现两位数营收增长 [4] - 谷歌云业务第三季度增长34%，增速略微超过微软Azure [5] - 人工智能驱动的增长势头正帮助公司缩小与第三大云服务提供商的差距 [5] 人工智能战略与投资 - 公司定制AI芯片张量处理单元是第三季度强劲业绩的关键，为AI基础设施提供支持并吸引大型企业交易 [3] - TPU是公司AI基础设施的支柱，用于训练和运行搜索、YouTube和谷歌云的模型 [4] - 公司已将全年资本支出预测上调至超过900亿美元，旨在支持长期增长 [8] - 公司近期与Anthropic签署了创纪录的数十亿美元协议，将供应高达100万个TPU [10] 市场表现与估值 - 公司股价在周四交易时段一度上涨6%，年内涨幅约50%，开始挑战英伟达在“七巨头”中的年内涨幅领先地位 [2] - 在“七巨头”同行中，公司27倍的前瞻市盈率是仅次于Meta的第二便宜估值 [11] - 就前瞻市销率而言，公司8倍的P/S比率是仅次于亚马逊3倍的第二合理水平 [11] 分析师观点与目标价 - 公司股价已超过当前266.60美元的平均目标价，多家知名机构在第三季度业绩公布后上调了目标价 [12] - 部分分析师目标价高达350美元 [12] - 平均目标价为266.60美元，最高目标价为310美元，最低目标价为190美元 [13]

For the quarter ended September 2025, GoDaddy (GDDY) reported revenue of $1.27 billion, up 10.3% over the same period last year. EPS came in at $1.51, compared to $1.32 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $1.23 billion, representing a surprise of +2.79%. The company delivered an EPS surprise of +0.67%, with the consensus EPS estimate being $1.50.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how the ...

GoDaddy (NYSE:GDDY) Q3 2025 Earnings Call October 30, 2025 05:00 PM ET Speaker0Welcome to GoDaddy's third quarter 2025 earnings call. Thank you for joining us. I'm Christie Masoner, VP of Investor Relations, and with me today are Aman Bhutani, Chief Executive Officer, and Mark McCaffrey, Chief Financial Officer. Following prepared remarks, we will open up the call for your questions. If you'd like to ask a question on today's call, please use the raise hand feature in the webinar to be added to the queue. O ...

We recently published 10 Stocks Moving on Buzzing News as Analyst Issues Strong Warning About AI Valuations. Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks moving on buzzing news. Theotrade‬’s Don Kaufman said earlier in October on Schwab Network that he’s bearish on Alphabet amid AI threats. He sees GOOG returns “diminishing” with time and mentioned an options trade to play it. “I mean, where are they making their money? Is it AI? Right now, that AI hype trade is part of Alphabet Inc Class A (NASDAQ: ...

© 2025 GoDaddy Inc. . Manu Reyes Papakape PAPAKAPE.COM Q3 2025 Earnings Results October 30, 2025 Forward-looking statements and non-GAAP financial measures This presentation contains forward-looking statements which are subject to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. These statements are based on estimates and information available to us at the time of this presentation and are not guarantees of future performance. Statements in this presentation involve risks, ...

Let's talk about Amazon. Let's talk about AWP and let's talk about that. I spend Are you comfortable with the numbers that you saw today.That's hard to keep up. Yeah, but, um. But the the numbers and the overall numbers for Amazon here, this is the cleanest quarter this company has had in some time.There's a few normalizations in the quarter related to the operating income that you reported that were one time item. So when you adjust for that, they actually beat on operating income the moderately be on reve ...

财务业绩发布 - 公司于2025年10月30日公布2025年第三季度财务业绩 [1] 投资者交流活动 - 管理层将于美国东部时间下午5点举办实时网络直播 讨论业绩 [2] - 网络直播结束后 相关录制内容将在投资者关系网站上提供 [2] 公司业务概览 - 公司为全球数百万企业家提供创业、发展和业务扩展服务 [3] - 服务范围包括域名注册、网站建设、logo设计、产品销售、服务提供和支付受理 [3] - 公司推出AI驱动体验GoDaddy Airo 帮助小企业快速上线、引流并提升销售 [3] - 专家指导团队提供每周7天、每天24小时的协助服务 [3]

[Music] Welcome back to NextGen Investing. It's now time to discuss FOMO. Of course, today the the big winner of the three mag seven names that reported yesterday, Alphabet, as Alphabet is definitely giving back some of that strength, but we're still up three and a half% but watching actually that that move very closely here as markets turn a bit more to the downside.Marley Kaden is joining us to help us make sense though of what was a a blockbuster report. There's so much to get through with Alphabet, but ...