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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 $10.5B. https://t.co/pGwnKUnIN9
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$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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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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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 ($0.1B beat).
Dr. Lisa Su: "Looking into 2025, we see clear opportunities for continued growth based on the strength of our product portfolio and growing demand for high-performance and adaptive computing."
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$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
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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 tweet
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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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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Stock Analysis Compilation
Laughing Water Capital on Nextnav $NN US
Thesis: Nextnav is likely undervalued at ~$40 per share, as its nationwide low band spectrum could command a premium over recent Verizon transactions, and despite opposition to its FCC petition, it is expected to negotiate from a position of strength.
(Extract from their Q4 letter)
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Laughing Water Capital on Nextnav $NN US
Thesis: Nextnav is likely undervalued at ~$40 per share, as its nationwide low band spectrum could command a premium over recent Verizon transactions, and despite opposition to its FCC petition, it is expected to negotiate from a position of strength.
(Extract from their Q4 letter)
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InsideArbitrage
$EA Electronic Arts plans $1 billion accelerated stock repurchase under its $5 billion share repurchase plan announced last year
🔄 This will bring total stock repurchases to $2.5 billion within the first year of its $5 billion authorization.
📉 It repurchased 2.4 million shares for $375 million during Q4, bringing the total for the TTM to 10.1 million shares for $1.450 billion
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$EA Electronic Arts plans $1 billion accelerated stock repurchase under its $5 billion share repurchase plan announced last year
🔄 This will bring total stock repurchases to $2.5 billion within the first year of its $5 billion authorization.
📉 It repurchased 2.4 million shares for $375 million during Q4, bringing the total for the TTM to 10.1 million shares for $1.450 billion
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