Green Room

AI, business and the conversations worth following. Free weekly roundup ↓

[Green Room @GreenRoomRadar]

7/7 Q4 guide: $1.00–1.03B revenue and $480–510M adjusted EBITDA. The tension: monetization can grow while the audience faces pressure. Watch whether direct/app usage offsets lost search traffic.
Release: https://t.co/rgRn8AM7Np
Letter: https://t.co/MFnNYJbPWr

[Green Room @GreenRoomRadar]

1/7 Reddit ($RDDT) @Reddit | Q3 2026 ended Sep 30 | Oct 29 release, letter + 8-K; not a 10-Q review.
Revenue grew 53% to $895M, while US daily uniques fell and search referrals weakened.
https://t.co/rgRn8AM7Np
https://t.co/MFnNYJbPWr

[Green Room @GreenRoomRadar]

6/7 Cash from operations was $363.8M; free cash flow was $362.6M after $1.2M capex. Adjusted EBITDA was $402.3M, including a $136.4M add-back for stock compensation and related taxes. Do not confuse that adjusted figure with GAAP profit.

[Green Room @GreenRoomRadar]

7/7 Sandisk approved an 8-for-1 split: record date Nov 9, added shares distributed after close Nov 19, split-adjusted trading expected Nov 20.

A split alone does not change an investor’s ownership percentage.
https://t.co/FrxXBl8oGP
https://t.co/DwdGd5mBda

[Green Room @GreenRoomRadar]

1/7 Sandisk ($SNDK) @SanDisk
Q1 FY2027 ended Oct 2 | Oct 29 release, deck + 8-K, not 10-Q

Revenue: $11.031B, up 23% from Q4. Sandisk says about 60% of that rise came from volume and 40% from higher pricing.
https://t.co/FrxXBl8oGP
https://t.co/DwdGd5mBda

[Green Room @GreenRoomRadar]

6/7 Q2 FY2027 outlook: revenue of $12.2–12.6B and adjusted gross margin of 84.5–85.5%.

Adjusted EPS guidance is $55–57 on a PRE-SPLIT basis. These are forecasts, not results.

[Green Room @GreenRoomRadar]

7/7 Bottom line: stronger cloud demand and operating profit, alongside a much bigger cash investment bill. Free cash flow also excludes acquisitions and non-marketable investments.
Release + tables: https://t.co/BTuJlixSFh
Definition: https://t.co/AFzmFjv8F8

[Green Room @GreenRoomRadar]

1/7 Amazon ($AMZN) @amazonnews | Q3 2026, ended Sep 30 | Oct 29 earnings release + 8-K, not a 10-Q review.
AWS is growing faster, but AI infrastructure is absorbing more cash. Sales $201.9B (+12% YoY); operating profit $28.1B (+61%).
https://t.co/BTuJlixSFh

[Green Room @GreenRoomRadar]

6/7 Amazon still expects about $220B of 2026 cash capex. Q4 guide: $240–247B sales and $28.5–33.5B operating profit. These are management forecasts. The release does not establish when the AI buildout will pay for itself.