Dimitry Nakhla | Babylon Capital®
Microsoft $MSFT Q1 2026 Report 🗓️

✅ REV: $77.67B (+18% YoY)
✅ EPS: $4.13 (+25% YoY)

☁️ MICROSOFT CLOUD: $49.1B (+26% YoY) https://t.co/JB6ulrZign

8. Microsoft $MSFT (Wed PM)

🗓️ REV Est: $75.38B (+15%)
🗓️ EPS Est: $3.66 (+11%)

💵 NTM P/E: 34x
💵 NTM FCF Yield: 1.93% https://t.co/lKlGZIkh4z - Dimitry Nakhla | Babylon Capital®
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App Economy Insights
$GOOG Alphabet Q3 FY25:

• Revenue +16% Y/Y to $102.3B ($2.2B beat).
• Operating margin 31% (-2pp Y/Y).
• EPS $2.87 ($0.61 beat).

☁️ Google Cloud:
• Revenue +34% Y/Y to $15.2B.
• Operating margin 24% (+7pp Y/Y).

▶️ YouTube ads +15% to $10.3B. https://t.co/wOsJzaDunl
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Investing visuals
🚨 $MELI Q3 earnings:

• Revenue: $7.41B vs Est. $7.21B
• EPS: $8.32 vs Est. $9.30

Big beat on revenue but significant miss on EPS. https://t.co/wtIQkOrj4m
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Quiver Quantitative
Representative Lisa McClain's husband bought stock in a company called Seagate last month.

It was the first time we had seen him trade $STX.

The company just released a massive earnings report.

$STX is up 19% today and has now risen 40% since the purchase.
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Investing visuals
$NOW posting a strong Q3:

• Revenue: $3.41B vs. $3.35B est.
• EPS: $4.82 vs. $4.26 est. https://t.co/C6I2m7MzS3
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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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