⁠Quiver Quantitative
RT @QuiverCongress: Lauren Boebert has proposed a bill that would classify fentanyl as a weapon of mass destruction.

Do you support this?

Poll below. https://t.co/ugEclNyp31
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⁠Dimitry Nakhla | Babylon Capital®
Alphabet $GOOG Reports a Good Q3 🎯

❌ Revenue: $96.47B vs $96.67B (est)

✅ Adjusted EPS: $2.15 vs $2.13 (est)

GOOGLE CLOUD ☁️ +30.05% YoY

$GOOGL https://t.co/Z63rGmXDwf
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⁠Investing visuals
Alphabet $GOOGL Q4 2024 earnings 🚨

Mixed results with a slight revenue miss and significant miss on free cash flow.

Stock is down -7%
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⁠App Economy Insights
$GOOG Alphabet Q4 FY24:

• Revenue +12% Y/Y to $96.5B ($0.2B miss).
• Operating margin 32% (+5pp Y/Y).
• EPS $2.15 ($0.02 beat).

☁️ Google Cloud:
• Revenue +30% Y/Y to $12.0B.
• Operating margin 18% (+8pp Y/Y).

▶️ YouTube ads +14% to $10.5B. https://t.co/pGwnKUnIN9
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⁠Investing visuals
$AMD Q4 2024 earnings 🚨

Solid quarter, beat on earnings and slight beat on EPS. Margins came in below expectation.

Stock is down -2%
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⁠Dimitry Nakhla | Babylon Capital®
Fair Isaac $FICO Reports a Mixed Q1 🆗

❌Rev: $439.9M vs $452.2M (est) | +15% YoY

✅EPS: $6.14 vs $6.07 (est) | +28% YoY

Annual Recurring Revenue (ARR) for Software segment for full year 2024 was $729.3M, a +6% YoY increase https://t.co/2VyV2gFc0C
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⁠App Economy Insights
$AMD AMD Q4 FY24:

• Revenue +24% Y/Y to $7.7B ($170M beat).
• Gross margin 51% (+3pp Y/Y).
• Operating margin 11% (+6pp Y/Y).
• Non-GAAP EPS $1.09 (in-line).
• Q1 rev. guidance ~$7.1B ($0.1B beat).

Dr. Lisa Su: "Looking into 2025, we see clear opportunities for continued growth based on the strength of our product portfolio and growing demand for high-performance and adaptive computing."
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⁠Dimitry Nakhla | Babylon Capital®
After today’s earnings report, $FICO stock is down -30% from its all time highs 📉

$1,300 is where I start to get interested 🤞🏽 https://t.co/e1QHTvc6Ml

Fair Isaac $FICO Reports a Mixed Q1 🆗

❌Rev: $439.9M vs $452.2M (est) | +15% YoY

✅EPS: $6.14 vs $6.07 (est) | +28% YoY

Annual Recurring Revenue (ARR) for Software segment for full year 2024 was $729.3M, a +6% YoY increase https://t.co/2VyV2gFc0C - Dimitry Nakhla | Babylon Capital®
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⁠Dimitry Nakhla | Babylon Capital®
The Stock Market can be wild at times 📊

$GOOG reports $26.53B in net income (+30% EPS growth YoY)

$GOOG loses ~$190B in market value 📉
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$PLTR reports $341.94M in net income (+67% EPS growth YoY)

$PLTR gains ~$46B in market value 📈
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“Efficient market” they say …
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