Dimitry Nakhla | Babylon Capital®
Google $GOOG $GOOGL Q3 2025 Report 🗓️

✅ REV: $103.35B (+16% YoY)
✅ EPS: $2.87 (+35% YoY)

☁️ GOOGLE CLOUD +34% YoY https://t.co/G0EGqYVhuB

9. Google $GOOG $GOOGL (Wed PM)

🗓️ REV Est: $100.10B (+13%)
🗓️ EPS Est: $2.28 (+8%)

💵 NTM P/E: 26x
💵 NTM FCF Yield: 2.37% https://t.co/yEQnoGVqZL - Dimitry Nakhla | Babylon Capital®
tweet

Investing visuals
$META posting mixed Q3 results:

• Revenue: $51.24B vs Est. $49.59B
• EPS: $1.05 vs Est. $2.29

A strong revenue beat but major miss on earnings due to a $15.9 billion one-time expense. https://t.co/tASfnJtmh6
tweet

Dimitry Nakhla | Babylon Capital®
Microsoft $MSFT Q1 2026 Report 🗓️

✅ REV: $77.67B (+18% YoY)
✅ EPS: $4.13 (+25% YoY)

☁️ MICROSOFT CLOUD: $49.1B (+26% YoY) https://t.co/JB6ulrZign

8. Microsoft $MSFT (Wed PM)

🗓️ REV Est: $75.38B (+15%)
🗓️ EPS Est: $3.66 (+11%)

💵 NTM P/E: 34x
💵 NTM FCF Yield: 1.93% https://t.co/lKlGZIkh4z - Dimitry Nakhla | Babylon Capital®
tweet

App Economy Insights
$GOOG Alphabet Q3 FY25:

• Revenue +16% Y/Y to $102.3B ($2.2B beat).
• Operating margin 31% (-2pp Y/Y).
• EPS $2.87 ($0.61 beat).

☁️ Google Cloud:
• Revenue +34% Y/Y to $15.2B.
• Operating margin 24% (+7pp Y/Y).

▶️ YouTube ads +15% to $10.3B. https://t.co/wOsJzaDunl
tweet

Investing visuals
🚨 $MELI Q3 earnings:

• Revenue: $7.41B vs Est. $7.21B
• EPS: $8.32 vs Est. $9.30

Big beat on revenue but significant miss on EPS. https://t.co/wtIQkOrj4m
tweet

Quiver Quantitative
Representative Lisa McClain's husband bought stock in a company called Seagate last month.

It was the first time we had seen him trade $STX.

The company just released a massive earnings report.

$STX is up 19% today and has now risen 40% since the purchase.
tweet

Investing visuals
$NOW posting a strong Q3:

• Revenue: $3.41B vs. $3.35B est.
• EPS: $4.82 vs. $4.26 est. https://t.co/C6I2m7MzS3
tweet