⁠Investing visuals
$TSLA Q4 2024 earnings 🚨

Posting mixed Q4 results with a significant revenue, gross margin and EPS miss 🤔

Stock is down -3% after-hours https://t.co/ev8YDrHVo7
tweet

⁠App Economy Insights
$MSFT Microsoft Q2 FY25 (ending December):

☁️ Azure +31% Y/Y fx neutral (vs. 34% in Q1).
🤖 AI revenue annual rate +175% Y/Y to $13B.

• Revenue +12% Y/Y to $69.6B ($0.8B beat).
• Gross margin 69% (+1pp Y/Y)
• Operating margin 45% (+2pp Y/Y).
• EPS $3.13 ($0.13 beat). https://t.co/5WLaFHFZUW
tweet

⁠Investing visuals
$MSFT Q4 2024 earnings 🚨

Decent quarter with revenue beat but a surprising miss on Intelligent Cloud.

Stock is down -3% after-hours https://t.co/kgv6HiqzdE
tweet

⁠Stock Analysis Compilation
Kingdom Capital on Magnera Corporation (MAGN) $MAGN US

Thesis: Magnera Corporation is an expected turnaround investment with a potential 120% upside over three years, driven by debt management and recovery in EBITDA.

(Extract from their Q4 letter) https://t.co/SQKmEMqnB2
tweet

⁠Dimitry Nakhla | Babylon Capital®
RT @DividendWave: $LRCX 2Q revenue as guided. Solid guidance
2Q YoY
Revenue +16% (+5% QoQ)
Net Income +25%
Dil. EPS +28%

3Q guidance
Revenue $4.65 at mid point (+23% YoY ; +6% QoQ)

https://t.co/UnYmbCdiha
tweet

⁠App Economy Insights
$TSLA Tesla Q4 FY24:

• Revenue +2% Y/Y to $25.7B ($1.4B miss).
• Gross margin 16% (-1pp Y/Y).
• Operating margin 6% (-2pp Y/Y).
• Capex +21% Y/Y to $2.8B.
• Free cash flow -2% Y/Y to $2.0B.
• Non-GAAP EPS $0.73 ($0.04 miss). https://t.co/d6lzAWh4Fo
tweet

⁠Dimitry Nakhla | Babylon Capital®
$META beats on Q4 Revenues & Earnings 🗓️

Revenues✅
•Estimate: $46.99B
•ACTUAL: $48.38B (21% YoY)

Earnings✅
•Estimate: $6.76
•ACTUAL: $8.02 (50% YoY)

DAPs: +5%

You can see more on $META report below 👇🏽 https://t.co/3R4fUNOeM4
tweet

⁠Dimitry Nakhla | Babylon Capital®
Were you worried about the $META earnings delay? If so, here’s ALL you need to know📸 https://t.co/ctaSLFvdGJ
tweet

⁠Investing visuals
$META Q4 2024 earnings update 🚨

Strong quarter with revenue and EPS beat along with improving margins👌 https://t.co/oKMhFzE8eX
tweet

⁠App Economy Insights
$META Meta Q4 FY24:

👨‍👩‍👧‍👦 Daily active people +5% Y/Y to 3.35B.
👀 Ad impressions +6% Y/Y.
• Revenue +21% Y/Y to $48.4B ($1.4B beat).
• Operating margin 48% (+7pp Y/Y).
• EPS $8.02 ($1.26 beat).
• FY25 Capex: $60-$65B (+53% to +66% Y/Y) https://t.co/pGItPSwSu8
tweet