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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Dimitry Nakhla | Babylon Capital®
MercadoLibre $MELI Q3 2025 Report 🗓️

✅ REV: $7.41B (+39% YoY)
❌ EPS: $8.32 (+6% YoY)

💰 TPV $71.2B (+41% YoY)
💵 GMV $16.5B (+28% YoY) https://t.co/cwMtpFfsTa

10. MercadoLibre $MELI (Wed PM)

🗓️ REV Est: $7.21B (+35%)
🗓️ EPS Est: $9.37 (+20%)

💵 NTM P/E: 44x
💵 NTM FCF Yield: 5.87% https://t.co/Cpydu1CeWh - Dimitry Nakhla | Babylon Capital®
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App Economy Insights
$META Meta's operating profit visualized https://t.co/vjIBctznZI
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Clark Square Capital
RT @ClarkSquareCap: Idea thread #1!

What's your favorite Japanese stock? (Any market cap/style).

Add a sentence explaining why you like it + valuation.

As usual, I will compile the responses and share them with everyone.

Please retweet for visibility. Thx in advance! 🙏
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