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01/10 16:17
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Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
The earnings call summary indicates strong demand and growth in AI and cloud sectors, but concerns arise from supply constraints and variability in growth rates. The Q&A session highlights management's confidence in future growth, yet acknowledges supply chain challenges and lower margins in some segments. These mixed signals suggest a neutral sentiment, with potential for both positive and negative short-term reactions.
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