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$Meta Platforms (META.US)$
Meta Q3 FY23:
• Daily active people +7% Y/Y to 3.14B.
• Revenue +23% Y/Y to $34.1B ($0.7B beat).
• Operating margin 40% (+20pp Y/Y).
• FCF margin 40% (+39pp Y/Y).
• EPS $4.39 ($0.76 beat).
Q4 FY23 guidance:
• Revenue ~$36.5B-$40.0B (~$0.7B beat).
- Revenue growth doubled YoY EPS earnings growth 168% Operating margin doubled YoY
- Advertising revenue exceeded expectations by 24% year-on-year growth rate doubled sequentially
- Social Media App Revenue Up 24...
Meta Q3 FY23:
• Daily active people +7% Y/Y to 3.14B.
• Revenue +23% Y/Y to $34.1B ($0.7B beat).
• Operating margin 40% (+20pp Y/Y).
• FCF margin 40% (+39pp Y/Y).
• EPS $4.39 ($0.76 beat).
Q4 FY23 guidance:
• Revenue ~$36.5B-$40.0B (~$0.7B beat).
- Revenue growth doubled YoY EPS earnings growth 168% Operating margin doubled YoY
- Advertising revenue exceeded expectations by 24% year-on-year growth rate doubled sequentially
- Social Media App Revenue Up 24...
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$Alphabet-A (GOOGL.US)$ will be releasing their earnings report on 07/25/2023 after market close.
This week, investors will focus on the Federal Reserve meeting and earnings from tech giants -- Microsoft, Meta Platforms and Alphabet.
Let us look at how Alphabet First Quarter 2023 Earnings goes.Alphabet’s first-quarter 2023 earnings of $1.17 per share beat the consensus estimate by 10.4%.
Share price fell by -0.13% one day after the...
This week, investors will focus on the Federal Reserve meeting and earnings from tech giants -- Microsoft, Meta Platforms and Alphabet.
Let us look at how Alphabet First Quarter 2023 Earnings goes.Alphabet’s first-quarter 2023 earnings of $1.17 per share beat the consensus estimate by 10.4%.
Share price fell by -0.13% one day after the...
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Carvana, the largest online used car dealer in the U.S., surged 56% on Thursday after management updated its second-quarter adjusted EBITDA. The total gross profit per unit increased by $1,000 to more than $6,000 per unit. Previously, the company had guided to "achieve positive adjusted EBITDA in the second quarter," and the updated guidance significantly exceeded previous expectations
Overvie...
Carvana, the largest online used car dealer in the U.S., surged 56% on Thursday after management updated its second-quarter adjusted EBITDA. The total gross profit per unit increased by $1,000 to more than $6,000 per unit. Previously, the company had guided to "achieve positive adjusted EBITDA in the second quarter," and the updated guidance significantly exceeded previous expectations
Overvie...
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MongoDB rose nearly 30% after the earnings report was released. The company stated on the conference call that the company will obviously benefit from the surge in AI demand, Q1, more than 200 of the new Atlas customers were AI or ML companies.
MongoDB is an open-source, NoSQL (non-relational) database management system. This means that rather than digesting "rigid" data, it's able to search through "always on" data.
The example I often give is this: Think of dig...
MongoDB is an open-source, NoSQL (non-relational) database management system. This means that rather than digesting "rigid" data, it's able to search through "always on" data.
The example I often give is this: Think of dig...
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Online marketing services has been equivalent to 62% of Ali’s
While the two rivals were barely maintaining growth, PDD’s revenue and profits continued to soar in the first quarter, and online marketing services revenues were equivalent to 62% of Ali’s during the same period.
PDD’s revenue in the first quarter was 37.637 billion yuan, a year-on-year increase of 58%;
Online marketing se...
Online marketing services has been equivalent to 62% of Ali’s
While the two rivals were barely maintaining growth, PDD’s revenue and profits continued to soar in the first quarter, and online marketing services revenues were equivalent to 62% of Ali’s during the same period.
PDD’s revenue in the first quarter was 37.637 billion yuan, a year-on-year increase of 58%;
Online marketing se...
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1. Revenue and profit exceeded expectations
FY24Q1 revenue was $1.105 billion, a year-on-year increase of 3%, exceeding Bloomberg consensus expectations and company guidance. Among them, enterprise revenue was $623 million, with a year-on-year growth rate slowing to 12.86%; online revenue was $730 million, and the year-on-year decline narrowed to 7.98%.
The operating profit in the first quarter was $9.7 million, the operating profit margin was 0.9%, and the net ...
FY24Q1 revenue was $1.105 billion, a year-on-year increase of 3%, exceeding Bloomberg consensus expectations and company guidance. Among them, enterprise revenue was $623 million, with a year-on-year growth rate slowing to 12.86%; online revenue was $730 million, and the year-on-year decline narrowed to 7.98%.
The operating profit in the first quarter was $9.7 million, the operating profit margin was 0.9%, and the net ...
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Nvidia $NVIDIA (NVDA.US)$ has exploded since bottoming in mid-October last year. After dropping considerably (69%) during the tech bear market phase, Nvidia's stock has regained most of its lost ground and is nearing its all-time high from the tech blowoff top days in 2021. However, Nvidia's stock has become increasingly overbought. Perhaps more importantly, Nvidia is overvalued, and the stock could go...
Nvidia $NVIDIA (NVDA.US)$ has exploded since bottoming in mid-October last year. After dropping considerably (69%) during the tech bear market phase, Nvidia's stock has regained most of its lost ground and is nearing its all-time high from the tech blowoff top days in 2021. However, Nvidia's stock has become increasingly overbought. Perhaps more importantly, Nvidia is overvalued, and the stock could go...
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Technology has been a long-time leader innovating our future. As technology advances, we are witnessing the rise of AI and green tech. These two fields hold enormous potential and opportunities for tech companies who knew how to capitalise on them. With the right moves and investors' support, growth in earnings should be on the cards for both short and long-term revenue projection
It is undeniable that AI is everywhere. Artificial intelligence will become real in o...
It is undeniable that AI is everywhere. Artificial intelligence will become real in o...
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