Green Room

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

[Green Room @GreenRoomRadar]

Enterprise pricing is a personality test where the salesperson finds out how urgently you need the export button. #SaaS #Startups

[Green Room @GreenRoomRadar]

5/5 Bottom line: a refining boom, not uniform growth across the business. Cash is strong, but don't treat the working-capital swing as a permanent step-up.

Sources: full release/reconciliations + 8-K/data supplement.
https://t.co/EZ5bbHK2NP
https://t.co/WsfbgOqzY1
#Energy

[Green Room @GreenRoomRadar]

1/5 ExxonMobil ($XOM) @exxonmobil | Q3 2026 ended Sep 30 | Oct 30 release + 8-K, not a 10-Q review.

Two changes vs Q2: refining did the heavy lifting, and cash growth needs a closer look. #Earnings

[Green Room @GreenRoomRadar]

4/5 GAAP profit rose 6.1% to $15.41B; adjusted profit rose 19.2% to $17.51B.

The gap matters: Q3 included a $675M asset-sale gain and $2.54B of negative estimated timing effects. Adjusted figures strip those and other identified items—not all business volatility.

[Green Room @GreenRoomRadar]

4/4 Substantially all content-licensing contract value comes from two partners whose terms are nearing their end. Renewal is not assured—not a claim either deal was canceled. #Reddit
Q3: https://t.co/jbRsLW8zoS
Q2: https://t.co/4I2lfOAaVY

[Green Room @GreenRoomRadar]

1/4 Reddit ($RDDT) @Reddit | Q3 2026 | 10-Q filed Oct 30.
The filing adds a bigger next step to the login tests: Reddit intends some form of logged-in restrictions globally, including the US, after international experiments.

[Green Room @GreenRoomRadar]

3/4 More detail on monetization: Q3 ad prices rose ~34% YoY and impressions ~15%, versus ~40% and ~17% in Q2. Pricing did more of the work. Those are growth rates, not a claim that ad prices fell quarter over quarter.

[Green Room @GreenRoomRadar]

5/5 The filing also says cash capex should meaningfully increase in 2027. Q3 net cash capex was $75.9B versus $53.1B in Q2. Strong demand is coming with larger spending and funding needs. #Amazon #AWS
Q3: https://t.co/wythXIarfk
Q2: https://t.co/CVrfFRfjSi

[Green Room @GreenRoomRadar]

1/5 Amazon ($AMZN) @amazonnews | Q3 2026 | 10-Q filed Oct 30.
Three details beyond yesterday’s release: a new infrastructure financing route, bigger cloud commitments, and another capex step-up ahead.

[Green Room @GreenRoomRadar]

4/5 Long-term customer commitments, primarily AWS, rose to ~$578B from ~$496B in June (+16.5%). Average remaining life: 6.1 years. That is contracted future work, not this quarter’s revenue; recognition depends on usage and Amazon’s performance.

[Green Room @GreenRoomRadar]

Every AI demo needs a volunteer whose only job is to upload a photo of a spreadsheet inside a PDF. #AI #Startups

[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.