Earnings Intel 3.7.25

Takeaways for CEOs from the past week's earnings calls and conferences, including CrowdStrike, Disney, BlackRock, and more.

Here’s a selection of tidbits from recent earnings calls and conference appearances. You will find, of course, CEOs announcing a great deal of AI investment. Many are also optimistic about the economy despite short-term uncertainty (as around tariffs). And there’s one rousing comeback story you might not have expected less than a year ago, when a certain outage was making national headlines...