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App Economy Insights
$MSFT Microsoft Q3 FY25 (ending March):
☁️ Azure +35% Y/Y fx neutral (31% in Q2).
🤖 16% of Azure revenue attributed to AI.
• Revenue +13% Y/Y to $70.1B ($1.6B beat).
• Operating margin 46% (+1pp Y/Y).
• EPS $3.46 ($0.24 beat). https://t.co/jyXqagFqKd
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$MSFT Microsoft Q3 FY25 (ending March):
☁️ Azure +35% Y/Y fx neutral (31% in Q2).
🤖 16% of Azure revenue attributed to AI.
• Revenue +13% Y/Y to $70.1B ($1.6B beat).
• Operating margin 46% (+1pp Y/Y).
• EPS $3.46 ($0.24 beat). https://t.co/jyXqagFqKd
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Dimitry Nakhla | Babylon Capital®
Meta Platforms $META Q1 2025 Report 🗓️
✅ Rev: $42.31B vs $41.38B est | +16% YoY
✅ EPS: $6.43 vs $5.28 est | +37% YoY https://t.co/T4lI1ekCMF
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Meta Platforms $META Q1 2025 Report 🗓️
✅ Rev: $42.31B vs $41.38B est | +16% YoY
✅ EPS: $6.43 vs $5.28 est | +37% YoY https://t.co/T4lI1ekCMF
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App Economy Insights
$META Meta Q1 FY25:
👨👩👧👦 Daily active people +6% Y/Y to 3.43B.
👀 Ad impressions +5% Y/Y.
• Revenue +16% Y/Y to $42.3B ($1.0B beat).
• Operating margin 41% (+4pp Y/Y).
• EPS $6.43 ($1.21 beat).
• FY25 Capex: $64-$72B (prev. $60-$65B). https://t.co/WOaXEooABG
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$META Meta Q1 FY25:
👨👩👧👦 Daily active people +6% Y/Y to 3.43B.
👀 Ad impressions +5% Y/Y.
• Revenue +16% Y/Y to $42.3B ($1.0B beat).
• Operating margin 41% (+4pp Y/Y).
• EPS $6.43 ($1.21 beat).
• FY25 Capex: $64-$72B (prev. $60-$65B). https://t.co/WOaXEooABG
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Dimitry Nakhla | Babylon Capital®
Less than 2 months ago I highlighted that $BKNG stock “finally reached my $4,300 price target”
Since then, $BKNG has surged +19%✅
You can find the original valuation analysis in the post attached below👇🏽 https://t.co/xNeY3JwcYt
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Less than 2 months ago I highlighted that $BKNG stock “finally reached my $4,300 price target”
Since then, $BKNG has surged +19%✅
You can find the original valuation analysis in the post attached below👇🏽 https://t.co/xNeY3JwcYt
$BKNG stock finally reached my $4,300 price target & bounced +4% 💸
While this is nice in the short-term, I’d much prefer $BKNG to trade in my accumulation range a bit longer so I can continue adding to the position
As I stated a couple months ago:
“I’d consider $BKNG a great purchase closer to $4300 (~18.50x multiple) roughly 7% below today’s share price or closer to 21x NTM estimates
This is where I can reasonably expect ~10.50% CAGR assuming a more conservative 20x 2027 earnings estimates, ensuring a substantial margin of safety & leaving room for potential multiple expansion” tweet
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Quiver Quantitative
JUST IN: The Teacher Retirement System of Texas has opened a position in Trump Media stock, $DJT https://t.co/KJ8y77SR6B
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JUST IN: The Teacher Retirement System of Texas has opened a position in Trump Media stock, $DJT https://t.co/KJ8y77SR6B
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Offshore
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App Economy Insights
$MSFT Microsoft Q3 FY25 (ending March):
☁️ Azure +35% Y/Y fx neutral (31% in Q2).
🤖 16% of Azure revenue attributed to AI.
• Revenue +13% Y/Y to $70.1B ($1.6B beat).
• Operating margin 46% (+1pp Y/Y).
• EPS $3.46 ($0.24 beat). https://t.co/0ZAEeyTrkK
tweet
$MSFT Microsoft Q3 FY25 (ending March):
☁️ Azure +35% Y/Y fx neutral (31% in Q2).
🤖 16% of Azure revenue attributed to AI.
• Revenue +13% Y/Y to $70.1B ($1.6B beat).
• Operating margin 46% (+1pp Y/Y).
• EPS $3.46 ($0.24 beat). https://t.co/0ZAEeyTrkK
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: To our knowledge, Babylon Capital® is the only investment management firm that has:
1. Made the call to buy amid peak fear
2. See a top 5 S&P 500 one-day gain since 1945, within 5 days of that call
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March 20, 2020 | March 24, 2020 +9.38%
April 5, 2025 | April 9 2025 +9.52% https://t.co/T74vsWLjxO
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RT @DimitryNakhla: To our knowledge, Babylon Capital® is the only investment management firm that has:
1. Made the call to buy amid peak fear
2. See a top 5 S&P 500 one-day gain since 1945, within 5 days of that call
___
March 20, 2020 | March 24, 2020 +9.38%
April 5, 2025 | April 9 2025 +9.52% https://t.co/T74vsWLjxO
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