Apple vs Amazon: Guess the post-earnings market winner!
Hi mooers!
Two of the Mag 7 companies,$Apple (AAPL.US)$and$Amazon (AMZN.US)$, areboth set to release their last quarter earnings onOctober 31after the bell. Who will win the market? Make your guess!
Rewards
● An equal share of 5,000 points:For mooers who correctly guessthe winner who makes the biggest %gains in intraday tradingon the first day after their earnings(e.g., If 50 mooers make a correct guess, each of them will get 100 points.)
(Vote will close at 9:30 AM ET on November 1)
● Exclusive 300 points:For the top comments on the two companies' earnings prospects under this post.
Analysts estimate both companies to havesteady earnings growth.Apple's consensus revenue growth is+5.48%, and Amazon's consensus revenue growth is+9.92%. Curious abouthow the companies' performances compare with the market consensus?Moomoo's got the tools!Check out theEarnings Beatfeature!
Since last quarter earnings release, shares of$Apple (AAPL.US)$have seenan increase of 7.01%.
For the details of indicator sentiment, please tap thelinkand check.
Since its Q2 earnings, shares of$Amazon (AMZN.US)$have seenan increase of 2.34%.
For the details of indicator sentiment, please tap thelinkand check.
Note: 1. Rewards will be distributed within 5-7 working days after the result's announcement. 2. Rewards can be used to exchange gifts at the Rewards Club (moomoo app>> Me>> Redeem Points). 3. The selection is based on post quality, originality, and user engagement.
Disclaimer:This material is for informational use only and is not a recommendation of any investment and should not be used as the primary basis of any investment decisions. There is no assurance that any estimates or price targets mentioned will occur. Investing involves risks. Past performance is not indicative of future results. Moomoo is a financial information and trading app offered by Moomoo Technologies Inc. In the U.S., Securities are offered through Moomoo Financial Inc., Member FINRA/SIPC. For AU users: AFSL 224663. All investments carry risks. Consider FSG before applying. Data and information displayed in these images are obtained from independent third-party sources. They do not constitute any financial advice, recommendation or solicitation to acquire or dispose financial products. All contents such as comments and links posted or shared by users of the community are the opinion of the respective authors only and do not reflect the opinions, views, or positions of Moomoo Financial Inc., Moomoo Technologies, any affiliates, or any employees of MFI, MTI or its affiliates. The reward selection shall be made upon moomoo's sole discretion and determination. Points may be redeemed only through the moomoo app and have no other value. See thislinkfor more information.
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
Read more
102362254
:
I'm leaning toward Amazon. I expect Amazon to get a boost from strong holiday sales, steady growth in its cloud business, and some cost-cutting, which should lift its revenue. Apple, on the other hand, might see slower iPhone demand and potential drops in iPad and Wearables sales, though its services side could help balance things out. As such, Amazon seems set for stronger results, and I'm guessing $Amazon (AMZN.US)$ might see the bigger % gain
Cingcangkeling
:
Betting on Amazon this time round. Personally think Apple is lacking behind competitors, and the recent product launch was not extraordinary (yet? *waiting for apple intelligence finale).
104712493
:
1. Amazon's earnings prospects are influenced by several key factors:
E-commerce Growth: The continued shift towards online shopping can drive revenue growth. Amazon's ability to capture market share in both retail and grocery segments is crucial.
AWS Performance: Amazon Web Services (AWS) is a significant profit driver. Continued demand for cloud computing services can boost overall earnings, especially as businesses increasingly migrate to the cloud.
Advertising Revenue: Amazon's advertising segment has been growing rapidly. As more brands seek to leverage Amazon's platform for marketing, this could enhance revenue.
Subscription Services: Amazon Prime continues to attract subscribers, providing a steady revenue stream. Growth in this area can contribute positively to earnings.
International Expansion: Expanding in markets outside the U.S. can provide new growth opportunities, though it may involve significant investment.
2. Apple's earnings prospects are influenced by several key factors:
Product Demand: The performance of flagship products like the iPhone is crucial. New product launches and consumer interest can significantly impact revenue.
Services Growth: Apple's services segment, including the App Store, Apple Music, iCloud, and Apple TV+, has been growing rapidly. This diversification helps stabilize earnings.
Ecosystem Integration: Apple's ecosystem encourages customer loyalty. The seamless integration of devices and services can lead to increased sales across product lines.
International Markets: Growth in international markets, especially in emerging economies, presents opportunities for revenue expansion.
Supply Chain Management: Effective management of supply chain disruptions, particularly in light of global events, is essential for maintaining production and meeting consumer demand.
Mac and Wearables Performance: Growth in Mac sales and wearables (like Apple Watch and AirPods) can contribute positively to overall earnings.
1994CM
:
$Apple (AAPL.US)$ vs $Amazon (AMZN.US)$ both are excellent companies. Apple EPS is higher than Amazon, which means the investors are willing to pay more for Apple than Amazon. Amazon have a higher YTD % than Apple, which Amazon have a higher profit made in the beginning of the calender year than Apple. Amazon have a higher Year on Year Consensus revenue than Apple. Even though I have Apple shares in my investment portfolio, but I am leaning towards Amazon that they have a better Earnings preview than Apple. Amazon would have more % of investment gain in the long-term than Apple Inc. We will see what happens on 1st of November, 2024.
• Limited New Product Cycles: Apple recently launched the iPhone 15, which, while popular, is seeing only incremental upgrades over previous models. The lack of groundbreaking new products limits immediate growth potential. • China Headwinds: Apple faces increased regulatory and market pressures in China, one of its largest markets. Any further restrictions or shifts in consumer preferences could affect iPhone sales and revenue. • High Valuation and Dependency on Hardware: Apple’s high valuation, paired with its reliance on hardware sales, could make it vulnerable to market fluctuations and a slowdown in consumer spending. While Apple’s ecosystem is strong, its growth might not be as explosive as AI-driven companies like Microsoft or Nvidia.
Amazon (AMZN)
• E-commerce Growth Moderation: Post-pandemic, e-commerce growth is stabilizing, and Amazon’s core retail business is seeing slower growth as consumers return to in-person shopping. This could limit near-term upside. • Cost and Investment Pressures: Amazon continues to invest heavily in logistics, AI, and cloud infrastructure, which adds to its operating costs. While these investments are strategic, they may weigh on short-term profitability. • Regulatory Scrutiny: Amazon faces increased regulatory scrutiny regarding monopolistic practices and worker conditions, which could lead to higher compliance costs or operational restrictions, adding an element of risk.
Apple and Amazon may see modest benefits from rate cuts due to potentially increased consumer spending, but competition and mixed consumer demand are still challenges. Election-related regulatory shifts may also impact Amazon more significantly, especially if antitrust measures gain traction.
102362254 : I'm leaning toward Amazon. I expect Amazon to get a boost from strong holiday sales, steady growth in its cloud business, and some cost-cutting, which should lift its revenue. Apple, on the other hand, might see slower iPhone demand and potential drops in iPad and Wearables sales, though its services side could help balance things out. As such, Amazon seems set for stronger results, and I'm guessing $Amazon (AMZN.US)$ might see the bigger % gain
Cingcangkeling : Betting on Amazon this time round. Personally think Apple is lacking behind competitors, and the recent product launch was not extraordinary (yet? *waiting for apple intelligence finale).
104712493 : 1. Amazon's earnings prospects are influenced by several key factors:
E-commerce Growth: The continued shift towards online shopping can drive revenue growth. Amazon's ability to capture market share in both retail and grocery segments is crucial.
AWS Performance: Amazon Web Services (AWS) is a significant profit driver. Continued demand for cloud computing services can boost overall earnings, especially as businesses increasingly migrate to the cloud.
Advertising Revenue: Amazon's advertising segment has been growing rapidly. As more brands seek to leverage Amazon's platform for marketing, this could enhance revenue.
Subscription Services: Amazon Prime continues to attract subscribers, providing a steady revenue stream. Growth in this area can contribute positively to earnings.
International Expansion: Expanding in markets outside the U.S. can provide new growth opportunities, though it may involve significant investment.
2. Apple's earnings prospects are influenced by several key factors:
Product Demand: The performance of flagship products like the iPhone is crucial. New product launches and consumer interest can significantly impact revenue.
Services Growth: Apple's services segment, including the App Store, Apple Music, iCloud, and Apple TV+, has been growing rapidly. This diversification helps stabilize earnings.
Ecosystem Integration: Apple's ecosystem encourages customer loyalty. The seamless integration of devices and services can lead to increased sales across product lines.
International Markets: Growth in international markets, especially in emerging economies, presents opportunities for revenue expansion.
Supply Chain Management: Effective management of supply chain disruptions, particularly in light of global events, is essential for maintaining production and meeting consumer demand.
Mac and Wearables Performance: Growth in Mac sales and wearables (like Apple Watch and AirPods) can contribute positively to overall earnings.
1994CM : $Apple (AAPL.US)$ vs $Amazon (AMZN.US)$ both are excellent companies. Apple EPS is higher than Amazon, which means the investors are willing to pay more for Apple than Amazon. Amazon have a higher YTD % than Apple, which Amazon have a higher profit made in the beginning of the calender year than Apple. Amazon have a higher Year on Year Consensus revenue than Apple. Even though I have Apple shares in my investment portfolio, but I am leaning towards Amazon that they have a better Earnings preview than Apple. Amazon would have more % of investment gain in the long-term than Apple Inc. We will see what happens on 1st of November, 2024.
New93 : blah
木头姐 : amazon
刘伯温 :
CasualInvestor : Apple (AAPL)
• Limited New Product Cycles: Apple recently launched the iPhone 15, which, while popular, is seeing only incremental upgrades over previous models. The lack of groundbreaking new products limits immediate growth potential.
• China Headwinds: Apple faces increased regulatory and market pressures in China, one of its largest markets. Any further restrictions or shifts in consumer preferences could affect iPhone sales and revenue.
• High Valuation and Dependency on Hardware: Apple’s high valuation, paired with its reliance on hardware sales, could make it vulnerable to market fluctuations and a slowdown in consumer spending. While Apple’s ecosystem is strong, its growth might not be as explosive as AI-driven companies like Microsoft or Nvidia.
Amazon (AMZN)
• E-commerce Growth Moderation: Post-pandemic, e-commerce growth is stabilizing, and Amazon’s core retail business is seeing slower growth as consumers return to in-person shopping. This could limit near-term upside.
• Cost and Investment Pressures: Amazon continues to invest heavily in logistics, AI, and cloud infrastructure, which adds to its operating costs. While these investments are strategic, they may weigh on short-term profitability.
• Regulatory Scrutiny: Amazon faces increased regulatory scrutiny regarding monopolistic practices and worker conditions, which could lead to higher compliance costs or operational restrictions, adding an element of risk.
Apple and Amazon may see modest benefits from rate cuts due to potentially increased consumer spending, but competition and mixed consumer demand are still challenges. Election-related regulatory shifts may also impact Amazon more significantly, especially if antitrust measures gain traction.
PowerUp : Apple products are eating old money, linen relies on cloud computing
小丸子UP : Apple. Although I feel like amazon is better.
View more comments...