Offshore
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Investing visuals
$TEAM Q1 Earnings 🚨
• Revenue $1.36B vs $1.35B Est.
• EPS $0.97 vs. $0.87 Est.
Stock is down 🔻16% on disappointing guide https://t.co/BohUEA2TPi
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$TEAM Q1 Earnings 🚨
• Revenue $1.36B vs $1.35B Est.
• EPS $0.97 vs. $0.87 Est.
Stock is down 🔻16% on disappointing guide https://t.co/BohUEA2TPi
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Offshore
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App Economy Insights
$AMZN Amazon Q1 FY25:
• Revenue +9% Y/Y to $155.7B ($0.6B beat).
• Operating margin 12% (+1pp Y/Y).
• EPS $1.59 ($0.23 beat).
• Q2 Guidance: ~$161.5B ($0.4B beat).
☁️ AWS:
• Revenue +17% Y/Y to $29.3B.
• Operating margin 39% (+2pp Y/Y). https://t.co/1l7maTFnVx
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$AMZN Amazon Q1 FY25:
• Revenue +9% Y/Y to $155.7B ($0.6B beat).
• Operating margin 12% (+1pp Y/Y).
• EPS $1.59 ($0.23 beat).
• Q2 Guidance: ~$161.5B ($0.4B beat).
☁️ AWS:
• Revenue +17% Y/Y to $29.3B.
• Operating margin 39% (+2pp Y/Y). https://t.co/1l7maTFnVx
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Offshore
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Investing visuals
$AAPL Q1 Earnings 🚨
• Revenue $95.36B vs. $94.59B Est.
• EPS: $1.65 vs. $1.62 Est.
Stock is down 🔻1% https://t.co/1qTTYwlPib
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$AAPL Q1 Earnings 🚨
• Revenue $95.36B vs. $94.59B Est.
• EPS: $1.65 vs. $1.62 Est.
Stock is down 🔻1% https://t.co/1qTTYwlPib
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Offshore
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App Economy Insights
$AAPL Apple Q2 FY25 (March quarter):
💳 Services +12% Y/Y to $26.6B.
📱 Products +3% Y/Y to $68.7B.
• Revenue +5% Y/Y to $95.4B ($0.8B beat).
• Operating margin 31% (+0pp Y/Y).
• EPS $1.65 ($0.03 beat). https://t.co/NMtt0y8e3C
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$AAPL Apple Q2 FY25 (March quarter):
💳 Services +12% Y/Y to $26.6B.
📱 Products +3% Y/Y to $68.7B.
• Revenue +5% Y/Y to $95.4B ($0.8B beat).
• Operating margin 31% (+0pp Y/Y).
• EPS $1.65 ($0.03 beat). https://t.co/NMtt0y8e3C
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Offshore
Video
The All-In Podcast
more coming soon ;)
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more coming soon ;)
When was the last time you saw a government this transparent? https://t.co/7UlQjVC93o tweet
Offshore
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Hidden Value Gems
ValueX by @GSpier will be livestreamed later today 👉 🔗
https://t.co/Pd65nYFBXn
If you know any other live broadcasts from Omaha please share.
#BRK #Omaha2025
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ValueX by @GSpier will be livestreamed later today 👉 🔗
https://t.co/Pd65nYFBXn
If you know any other live broadcasts from Omaha please share.
#BRK #Omaha2025
Not in #Omaha this year but I can almost feel the value vibe from a few thousand miles 😄
Enjoy it if you are there!
Planning to visit it next year!
#BRK https://t.co/O8kCSJhNJA tweet
Wall St Engine
AIRBNB $ABNB EXEC: “We are seeing the higher income traveler somewhat unimpacted by the current macro conditions. We see, in particular, the higher ADRs of our bookings, the growth is very stable and very healthy.”
“In the longer lead times, and in particular, those bookings that are for more than, say, a month out, that is where we’re seeing the relative softness... we do have some U.S. consumers that are waiting and seeing before they book their summer travel.”
“We haven’t particularly seen consumers trade down in terms of choosing a lower ADR booking or a shorter trip. That has not been any behavior that we've seen.”
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AIRBNB $ABNB EXEC: “We are seeing the higher income traveler somewhat unimpacted by the current macro conditions. We see, in particular, the higher ADRs of our bookings, the growth is very stable and very healthy.”
“In the longer lead times, and in particular, those bookings that are for more than, say, a month out, that is where we’re seeing the relative softness... we do have some U.S. consumers that are waiting and seeing before they book their summer travel.”
“We haven’t particularly seen consumers trade down in terms of choosing a lower ADR booking or a shorter trip. That has not been any behavior that we've seen.”
tweet