Meta vs. Microsoft: Guess the post-earnings market winner!
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$Meta Platforms (META.US)$ and $Microsoft (MSFT.US)$ are both scheduled to release their last quarter earnings on October 30 after bell.
This year, both companies have seen their share prices reach historical high. As two members of the Mag 7 group, the two companies have invested heavily on AI technology in the fast two years.
Want to compare their performances? Check out the Stock Compare feature on Moomoo!
Want to compare their performances? Check out the Stock Compare feature on Moomoo!
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● An equal share of 5,000 points: For mooers who correctly guess the winner who makes the biggest %gains in intraday trading on 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 31)
● Exclusive 300 points: For the top comments on the two companies' earnings prospects under this post.
Analysts estimate both companies to have steady earnings growth. META's consensus revenue growth is +18.01%, and MSFT's consensus revenue growth is +14.23%. Curious about how the companies' performances compare with the market consensus? Moomoo's got the tools! Check out the Earnings Beat feature!
Since its Q4 FY2024 earnings last time, shares of $Microsoft (MSFT.US)$ have seen an increase of 1.42%.
Read more >> Earnings season insights: understanding earnings reports to capture market opportunities
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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.
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102362254 : Meta is expected to have strong earnings thanks to its work in AI and advertising, while Microsoft benefits from its diverse business, especially with cloud computing through Azure and success in productivity software and gaming. If Meta does better than expected, its stock could jump due to its lower P/E ratio. While, Microsoft offers steady performance and a reliable investment. In the end, the winner will depend on the actual earnings results n investor sentiments, with Meta showing high growth potential while Microsoft providing stability. I’m guessing $Microsoft (MSFT.US)$ may have the bigger % gain
mr_cashcow : My vote goes to $Meta Platforms (META.US)$
104712493 : 1. Microsoft's earnings prospects are generally considered strong, influenced by several key factors:
Cloud Computing Growth: Azure continues to be a major growth driver. Increasing demand for cloud services across various sectors can significantly boost revenue.
Software Demand: The ongoing shift to subscription models for products like Microsoft 365 supports stable and recurring revenue.
AI Integration: Microsoft’s investments in AI, particularly through products like Copilot and partnerships with OpenAI, could create new revenue streams and enhance existing offerings.
Gaming Sector: The success of Xbox and the expansion of Game Pass subscription services contribute positively to earnings.
Enterprise Solutions: Strong performance in enterprise services and software, including Dynamics and LinkedIn, supports overall growth.
Economic Factors: Global economic conditions, including IT spending trends, can impact corporate budgets and influence Microsoft’s sales.
2. Meta's earnings prospects are shaped by several key factors:
Advertising Revenue: Meta generates a significant portion of its revenue from advertising on platforms like Facebook and Instagram. Trends in digital advertising and competition can influence earnings.
User Engagement: Growth in active users and engagement metrics is crucial. Innovations in user experience and content formats can drive more ad revenue.
Metaverse Investments: Meta's heavy investment in the metaverse could offer long-term growth opportunities, but these projects may take time to become profitable.
Cost Management: Efforts to streamline operations and reduce costs can positively impact profit margins, especially in light of recent layoffs and restructuring.
Regulatory Challenges: Ongoing scrutiny regarding privacy and antitrust issues can create risks that might impact earnings.
Diversification: Expanding into new areas, such as e-commerce and virtual reality, can provide additional revenue streams.