← Macquarie Technology
What podcasts say about Macquarie Technology
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Macquarie Technology
4 statements · 1 positive · 3 negative
Macquarie Technology’s net profit and EPS are expected to show little growth.
“I think net profit stays exactly the same or exhibits very little growth. EPS, I don't think grows at all or exhibits very little growth.”
Open the episode · Stock Take: Misleading MetricsListen at 16:49
Macquarie data centers begin profitability around 30–40% utilization and perform strongly at 60–70%.
“they need sort of 30, 40% utilization before they start making money. And they start making really good money once they hit sort of 60, 70% utilization.”
Open the episode · Stock Take: Misleading MetricsListen at 18:06
Macquarie’s additional 200 megawatts of capacity will cost $3–4 billion.
“to build that additional 200 megawatts of capacity is going to cost between $3 and $4 billion.”
Open the episode · Stock Take: Misleading MetricsListen at 19:27
Macquarie Technology’s historical per-share compounding may deteriorate.
“I'm concerned that that may change in the future.”
Open the episode · Stock Take: Misleading MetricsListen at 19:58
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.