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tellfm.com
tellBriefFeedMessagesFollowingSearch execs, shows, topics
MONDAY, OCTOBER 26

Your brief

3 things since yesterday8:00
1A megacap CEO says cloud capacity is sold out this year and largely next year.On a podcast
2An airline CEO says pricing is recovering only about 72% of an $8 billion fuel increase.On a podcast
3An insurer's core operating income fell as catastrophe losses more than doubled.Earnings
YOUR MORNING SHOW · 2 MINCloud capacity · Fuel costs

Today on X

Brokerage CEO Approved to set up in the Middle East.
AI lab president Found a remote code execution flaw in a widely used compression library.
AI search CEO Admins can now set a floor and a ceiling on effort, which tracks capability and cost.
Inbox
Tell2:31 PM
Software · filing: Discloses a new debt agreement.
Tell12:05 PM
Brokerage · CEO on X: Approved to set up in the Middle East.
Tell11:20 AM
Megacap · CEO on a podcast: Cloud capacity is sold out this year, and largely next year.
Tell8:00 AM
Your brief for Monday: 3 things since yesterday
Your brief for Monday: 3 things since yesterdayTell · 8:00 AM
MONDAY, OCTOBER 26
LISTEN · 2 MINCloud capacity · Fuel costs
3 things since yesterday
1A megacap CEO says cloud capacity is sold out this year and largely next year.
2An airline CEO says pricing is recovering only about 72% of an $8 billion fuel increase.
3An insurer's core operating income fell as catastrophe losses more than doubled.
MEGACAP · CEO · PODCAST
Cloud capacity is sold out this year and largely next year.
AIRLINE · CEO · PODCAST
BROKERAGE · CEO · X
SOFTWARE · FILING
INSURER · EARNINGS
Megacap · CEO on a podcastOctober 23
THE TELLCapacity is sold out for '26, largely sold out for '27 and a good chunk of '28, so the $220 billion capex plan is demand-backed.
“And even spending $220 billion in CapEx this year, we're leaving a meaningful amount of demand on the table.”
13:44
Three key takeaways
1Still leaving demand on the table, even at about $220 billion of capex.
2Expect free cash flow headwinds while the buildout runs.
3Cloud grew 36.7% last quarter on a $169 billion run rate.
MONDAY, OCTOBER 26

Your brief

YOUR MORNING SHOW · 2 MINCloud capacity · Fuel costs
3 things since yesterday8:00
1A megacap CEO says cloud capacity is sold out this year and largely next year.
2An airline CEO says pricing is recovering only about 72% of an $8 billion fuel increase.
3An insurer's core operating income fell as catastrophe losses more than doubled.
11:20
Monday, October 26
tellMegacap · CEO on a podcastCloud capacity is sold out this year, and largely next year.
tellBrokerage · CEO on XApproved to set up in the Middle East.
tellSoftware · filingDiscloses a new debt agreement.
Megacap · CEO on a podcast · Oct 23
THE TELLCapacity is sold out for '26, largely sold out for '27 and a good chunk of '28, so the $220 billion capex plan is demand-backed.
“And even spending $220 billion in CapEx this year, we're leaving a meaningful amount of demand on the table.”
13:44
Three key takeaways
1Still leaving demand on the table, even at about $220 billion of capex.
2Expect free cash flow headwinds while the buildout runs.
3Cloud grew 36.7% last quarter on a $169 billion run rate.

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