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
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*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 - Dimitry Nakhla | Babylon Capital®
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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
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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
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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

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 - Dimitry Nakhla | Babylon Capital®
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App Economy Insights
$META Meta's operating profit visualized https://t.co/vjIBctznZI
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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! 🙏
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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! 🙏
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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
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Investing visuals
Hyperscaler CapEx remains sky-high:

• $GOOGL: FY $91–93B (vs $85B est)
• $MSFT: Q1 $34.9B (vs $30B est)
• $META: Expects higher CapEx in 2026

Bullish for $NBIS, $IREN, $CRWV, $ORCL, $ALAB, $ANET among others

Hyperscaler CapEx is expected to exceed $300B this year.

• $AMZN: $100B
• $MSFT: $80B
• $GOOGL: $75B
• $META: $60B

All report earnings this week, which will give more insight into whether AI demand is still outpacing supply and if the CapEx build-out continues. https://t.co/gQ1X4yZZ5u - Investing visuals
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