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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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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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
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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
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liked
Transmedics $TMDX 🫀
Announcement of 2024 Q3 earnings‼️
Achieving significant growth, but falling below market estimates 📉
Stock price drops by 24% in after-hours trading 💦
🔸 FY24 Q3 performance
❌EPS: $0.12 (compared to expected -$0.17)
❌Revenue: $0.109 billion (compared to expected -$-0.006 billion)
📈Revenue growth rate: +64% year-on-year
🔸FY24 full-year guidance (unchanged)
❌Revenue: $0.425 billion-$-0.445 billion (compared to expected -$-0.009 billion)
Revenue growth rate: +76-84% year-on-year.
Financial Highlights
Gross profit margin: 56% (61% in the same period last year).
Operating expenses: $56.9 million (last year $69 million).
Net profit: $4.2 million (profit margin 3.9%).
Cash balance: $0.3 billion 30.1 million dollars.
Business Progress
Number of owned aircraft: 18 (as of September 2024).
Expansion of the usage of OCS™ (Organ Care System).
Continued growth across all 3 organs (heart, lungs, liver).
Revenue from logistics services is also growing steadily.
Continued active investment in research and development.
🔸 Long-term outlook
✔️Until 2028...
Announcement of 2024 Q3 earnings‼️
Achieving significant growth, but falling below market estimates 📉
Stock price drops by 24% in after-hours trading 💦
🔸 FY24 Q3 performance
❌EPS: $0.12 (compared to expected -$0.17)
❌Revenue: $0.109 billion (compared to expected -$-0.006 billion)
📈Revenue growth rate: +64% year-on-year
🔸FY24 full-year guidance (unchanged)
❌Revenue: $0.425 billion-$-0.445 billion (compared to expected -$-0.009 billion)
Revenue growth rate: +76-84% year-on-year.
Financial Highlights
Gross profit margin: 56% (61% in the same period last year).
Operating expenses: $56.9 million (last year $69 million).
Net profit: $4.2 million (profit margin 3.9%).
Cash balance: $0.3 billion 30.1 million dollars.
Business Progress
Number of owned aircraft: 18 (as of September 2024).
Expansion of the usage of OCS™ (Organ Care System).
Continued growth across all 3 organs (heart, lungs, liver).
Revenue from logistics services is also growing steadily.
Continued active investment in research and development.
🔸 Long-term outlook
✔️Until 2028...
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$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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