⁠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
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⁠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
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⁠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
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⁠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
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⁠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
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⁠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
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⁠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
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⁠Investing visuals
$META Q4 2024 earnings update 🚨

Strong quarter with revenue and EPS beat along with improving margins👌 https://t.co/oKMhFzE8eX
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⁠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
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⁠Quiver Quantitative
Rep. @RashidaTlaib just said:

"We need to ban Members of Congress and their families from owning stock in war manufacturing.

This is corruption. They should not be able to profit off death."

We have seen dozens of politicians trade defense stocks.

This includes trades of:

Raytheon stock by Representative Markwayne Mullin, a member of the Armed Services Committee.

Oshkosh stock by Representative Michael McCaul, the Chairman of the Foreign Affairs Committee.

Northrop Grumman stock by Representative Josh Gottheimer, a member of the Select Committee on Intelligence.
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