AI has transitioned from the Kakuhen mode to the normal mode. The software has caught up with the semiconductors, Mega -> Potential fish. Megatech is relatively expensive compared to GOOGL.
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5
さる歩き
commented on and voted
This week, on the 29th $Alphabet-A (GOOGL.US)$ , on the 30th $Meta Platforms (META.US)$ 、 $Microsoft (MSFT.US)$ , on the 31st $Amazon (AMZN.US)$ four companies on Earnings reports for the quarter will be announced.It is planned.
With earnings reports approaching, please vote on the stock price volatility of these four companies.Please vote on the expected stock price volatility after the earnings announcements for these four companies.
【Compensation】
● Distribute 10,000 points equally
Until 10:00 PM on October 30th (Japan time)for each of the four companiesClosing price on the day after the earnings reports release.choose, based on financial estimates最も株価変動率(上昇または下落)が大きい銘柄Users who make accurate predictions will evenly share points (for example, if 50 users make accurate predictions, each can earn 400 points).
[Exclusive 1,000 yen worth of Amazon gift vouchers]
Amazon gift card contest...
With earnings reports approaching, please vote on the stock price volatility of these four companies.Please vote on the expected stock price volatility after the earnings announcements for these four companies.
【Compensation】
● Distribute 10,000 points equally
Until 10:00 PM on October 30th (Japan time)for each of the four companiesClosing price on the day after the earnings reports release.choose, based on financial estimates最も株価変動率(上昇または下落)が大きい銘柄Users who make accurate predictions will evenly share points (for example, if 50 users make accurate predictions, each can earn 400 points).
[Exclusive 1,000 yen worth of Amazon gift vouchers]
Amazon gift card contest...
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71
201
さる歩き
Set a live reminder
$Meta Platforms (META.US)$ will hold an earnings call for the third quarter of 2024 on Thursday, October 31, 2024 at 6:00 AM Japan time. This briefing willwill be delivered in subtitle translation format.If you wish to watch, please click the "Reservation" button."Reservation"button.
◆Precautions
The content of this live stream is provided through the subtitle translation service for your convenience. Subtitles are generated using Microsoft Azure and Amazon Translate. No assurance of accuracy, reliability, or precision is made regarding machine translation from English to Japanese, either explicitly or implicitly. We do not assume any responsibility for any damages caused by the translation content. Please keep this in mind when viewing.
◆Precautions
The content of this live stream is provided through the subtitle translation service for your convenience. Subtitles are generated using Microsoft Azure and Amazon Translate. No assurance of accuracy, reliability, or precision is made regarding machine translation from English to Japanese, either explicitly or implicitly. We do not assume any responsibility for any damages caused by the translation content. Please keep this in mind when viewing.
Translated
Meta 2024 Q3 earnings call (subtitle translation)
Oct 30 16:00
8
さる歩き
Set a live reminder
$Microsoft (MSFT.US)$ will hold an earnings call for the first quarter of the fiscal year 2025 at 6:30 AM on Thursday, October 31, 2025 Japan time. This presentation will be delivered in subtitle translation format.If you wish to watch, please click the "Reservation" button."Reservation"button.
◆Precautions
The content of this live stream is provided through the subtitle translation service for your convenience. Subtitles are generated using Microsoft Azure and Amazon Translate. No assurance of accuracy, reliability, or precision is made regarding machine translation from English to Japanese, either explicitly or implicitly. We do not assume any responsibility for any damages caused by the translation content. Please keep this in mind when viewing.
◆Precautions
The content of this live stream is provided through the subtitle translation service for your convenience. Subtitles are generated using Microsoft Azure and Amazon Translate. No assurance of accuracy, reliability, or precision is made regarding machine translation from English to Japanese, either explicitly or implicitly. We do not assume any responsibility for any damages caused by the translation content. Please keep this in mind when viewing.
Translated
Microsoft FY2025 Q1 Earnings Call (Subtitle Translation)
Oct 30 16:30
7
1
さる歩き
liked
トランスメディクス $TMDX 🫀
2024年Q3決算を発表‼️
大幅成長を達成するも、市場予想を下回る📉
株価は時間外で24%下落💦
🔸FY24 Q3業績
❌EPS: 0.12ドル(予想比-0.17ドル)
❌売上高: 1.09億ドル(予想比-0.06億ドル)
📈売上高成長率: +64% Y/Y
🔸FY24通期ガイダンス (据え置き)
❌売上高: 4.25億-4.45億ドル(予想比-0.09億ドル)
📈売上高成長率: +76-84% Y/Y
🔸財務ハイライト
✔️粗利益率: 56% (前年同期61%)
✔️営業費用: 5,690万ドル (前年同期6,900万ドル)
✔️純利益: 420万ドル (利益率3.9%)
✔️現金残高: 3億3,010万ドル
🔸事業進捗
✔️保有航空機数: 18機 (2024年9月末時点)
✔️OCS™ (臓器ケアシステム) の利用拡大
✔️全3種の臓器 (心臓・肺・肝臓) で成長継続
✔️物流サービスからの収益も順調に拡大
✔️研究開発への投資を積極的に継続
🔸長期展望
✔️2028年まで...
2024年Q3決算を発表‼️
大幅成長を達成するも、市場予想を下回る📉
株価は時間外で24%下落💦
🔸FY24 Q3業績
❌EPS: 0.12ドル(予想比-0.17ドル)
❌売上高: 1.09億ドル(予想比-0.06億ドル)
📈売上高成長率: +64% Y/Y
🔸FY24通期ガイダンス (据え置き)
❌売上高: 4.25億-4.45億ドル(予想比-0.09億ドル)
📈売上高成長率: +76-84% Y/Y
🔸財務ハイライト
✔️粗利益率: 56% (前年同期61%)
✔️営業費用: 5,690万ドル (前年同期6,900万ドル)
✔️純利益: 420万ドル (利益率3.9%)
✔️現金残高: 3億3,010万ドル
🔸事業進捗
✔️保有航空機数: 18機 (2024年9月末時点)
✔️OCS™ (臓器ケアシステム) の利用拡大
✔️全3種の臓器 (心臓・肺・肝臓) で成長継続
✔️物流サービスからの収益も順調に拡大
✔️研究開発への投資を積極的に継続
🔸長期展望
✔️2028年まで...
6
$TransMedics (TMDX.US)$
Is it losing market share, smaller than expected market, or some other special factor? In any case, it is quite a significant negative surprise.
Is it losing market share, smaller than expected market, or some other special factor? In any case, it is quite a significant negative surprise.
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