Offshore
Photo
Dimitry Nakhla | Babylon Capital®
Meta $META Q3 2025 Report 🗓️
✅ REV: $51.24B (+26% YoY)
✅ EPS: $7.25* (+20% YoY)
💵 Ad impressions +14% YoY
💰 Average price per ad +10% YoY
___
*One-time, non-cash charge impact (see second photo) https://t.co/3I2DwLSjoK
tweet
Meta $META Q3 2025 Report 🗓️
✅ REV: $51.24B (+26% YoY)
✅ EPS: $7.25* (+20% YoY)
💵 Ad impressions +14% YoY
💰 Average price per ad +10% YoY
___
*One-time, non-cash charge impact (see second photo) https://t.co/3I2DwLSjoK
11. Meta Platforms $META (Wed PM)
🗓️ REV Est: $49.39B (+22%)
🗓️ EPS Est: $6.67 (+11%)
💵 NTM P/E: 26x
💵 NTM FCF Yield: 1.70% https://t.co/dBozB3Urd8 tweet
Offshore
Photo
App Economy Insights
$MSFT Microsoft Q1 FY26 (Sept. quarter):
☁️ Azure +39% fx neutral.
• Revenue +18% Y/Y to $77.7B ($2.3B beat).
• Gross margin 69% (flat Y/Y)
• Operating margin 49% (+2pp Y/Y).
• EPS $4.13 ($0.47 beat). https://t.co/Wlxl1Ah0Lk
tweet
$MSFT Microsoft Q1 FY26 (Sept. quarter):
☁️ Azure +39% fx neutral.
• Revenue +18% Y/Y to $77.7B ($2.3B beat).
• Gross margin 69% (flat Y/Y)
• Operating margin 49% (+2pp Y/Y).
• EPS $4.13 ($0.47 beat). https://t.co/Wlxl1Ah0Lk
tweet
Offshore
Photo
App Economy Insights
$MSFT Microsoft Q1 FY26 (Sept. quarter):
☁️ Azure +39% fx neutral.
• Revenue +18% Y/Y to $77.7B ($2.3B beat).
• Gross margin 69% (flat Y/Y)
• Operating margin 49% (+2pp Y/Y).
• EPS $4.13 ($0.47 beat). https://t.co/s6DCSsDEmL
tweet
$MSFT Microsoft Q1 FY26 (Sept. quarter):
☁️ Azure +39% fx neutral.
• Revenue +18% Y/Y to $77.7B ($2.3B beat).
• Gross margin 69% (flat Y/Y)
• Operating margin 49% (+2pp Y/Y).
• EPS $4.13 ($0.47 beat). https://t.co/s6DCSsDEmL
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
MercadoLibre $MELI Q3 2025 Report 🗓️
✅ REV: $7.41B (+39% YoY)
❌ EPS: $8.32 (+6% YoY)
💰 TPV $71.2B (+41% YoY)
💵 GMV $16.5B (+28% YoY) https://t.co/cwMtpFfsTa
tweet
MercadoLibre $MELI Q3 2025 Report 🗓️
✅ REV: $7.41B (+39% YoY)
❌ EPS: $8.32 (+6% YoY)
💰 TPV $71.2B (+41% YoY)
💵 GMV $16.5B (+28% YoY) https://t.co/cwMtpFfsTa
10. MercadoLibre $MELI (Wed PM)
🗓️ REV Est: $7.21B (+35%)
🗓️ EPS Est: $9.37 (+20%)
💵 NTM P/E: 44x
💵 NTM FCF Yield: 5.87% https://t.co/Cpydu1CeWh tweet
Clark Square Capital
RT @ClarkSquareCap: Idea thread #1!
What's your favorite Japanese stock? (Any market cap/style).
Add a sentence explaining why you like it + valuation.
As usual, I will compile the responses and share them with everyone.
Please retweet for visibility. Thx in advance! 🙏
tweet
RT @ClarkSquareCap: Idea thread #1!
What's your favorite Japanese stock? (Any market cap/style).
Add a sentence explaining why you like it + valuation.
As usual, I will compile the responses and share them with everyone.
Please retweet for visibility. Thx in advance! 🙏
tweet
Clark Square Capital
RT @ClarkSquareCap: Idea thread #2!
What's your favorite special situation? (Spin/m&a/etc any market cap).
Add a sentence explaining why you like it + valuation.
I will compile the responses and share them with everyone.
Please retweet for visibility. Thx in advance! 🙏
tweet
RT @ClarkSquareCap: Idea thread #2!
What's your favorite special situation? (Spin/m&a/etc any market cap).
Add a sentence explaining why you like it + valuation.
I will compile the responses and share them with everyone.
Please retweet for visibility. Thx in advance! 🙏
tweet
Offshore
Photo
App Economy Insights
$META Meta Q3 FY25:
👨👩👧👦 Daily active people +8% Y/Y to 3.54B.
👀 Ad impressions +14% Y/Y.
• Revenue +26% Y/Y to $51.2B ($1.8B beat).
• EPS $1.05 ($5.66 miss).
• Taxes include $15.9B one-off adjustment.
• FY25 Capex $70-72B (prev. $66-72B). https://t.co/WrlsEuIHbn
tweet
$META Meta Q3 FY25:
👨👩👧👦 Daily active people +8% Y/Y to 3.54B.
👀 Ad impressions +14% Y/Y.
• Revenue +26% Y/Y to $51.2B ($1.8B beat).
• EPS $1.05 ($5.66 miss).
• Taxes include $15.9B one-off adjustment.
• FY25 Capex $70-72B (prev. $66-72B). https://t.co/WrlsEuIHbn
tweet