Dimitry Nakhla | Babylon Capital®
Amazon $AMZN 👇🏽
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Amazon $AMZN 👇🏽
I think it’s time for investors to begin appreciating $AMZN earnings & margin expansion potential
Historically, EPS wasn’t the best way to value $AMZN, but now it trades for slightly less than ~40x TTM (FY 24 EPS of $5.15), likely growing at ~20% a year for the next few years 💸 tweet
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Dimitry Nakhla | Babylon Capital® (@DimitryNakhla) on X
I think it’s time for investors to begin appreciating $AMZN earnings & margin expansion potential
Historically, EPS wasn’t the best way to value $AMZN, but now it trades for slightly less than ~40x TTM (FY 24 EPS of $5.15), likely growing at ~20% a year…
Historically, EPS wasn’t the best way to value $AMZN, but now it trades for slightly less than ~40x TTM (FY 24 EPS of $5.15), likely growing at ~20% a year…
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$AMZN what an incredible compounding machine. https://t.co/h12oiaJPQS
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$AMZN what an incredible compounding machine. https://t.co/h12oiaJPQS
$AMZN delivered a very strong Q3
• Revenue $180.1B vs Est. $177.8B
• EPS $1.95 vs Est. $1.57
• AWS revenue $33.0B vs Est. $32.4B
Q4 Guidance
• Revenue $210B vs Est. $209B
Beat & raise👌 https://t.co/SFHyeQpYAH tweet
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Investing visuals
$AAPL posting an alright Q3:
• Revenue $102.5B vs Est. $102.2B
• EPS $1.85 vs Est. $1.77
• iPhone revenue $49.0B vs Est. $50.1B
China revenue of $14.5B vs Est. $16.4B https://t.co/OOISCe9RFu
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$AAPL posting an alright Q3:
• Revenue $102.5B vs Est. $102.2B
• EPS $1.85 vs Est. $1.77
• iPhone revenue $49.0B vs Est. $50.1B
China revenue of $14.5B vs Est. $16.4B https://t.co/OOISCe9RFu
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App Economy Insights
$AAPL Apple Q4 FY25 (Sept. quarter):
💳 Services +15% Y/Y to $28.8B.
📱 Products +5% Y/Y to $73.7B.
• Revenue +8% Y/Y to $102.5B ($0.2B beat).
• Operating margin 32% (+0.5pp Y/Y).
• EPS $1.85 ($0.08 beat). https://t.co/7511f1QzAX
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$AAPL Apple Q4 FY25 (Sept. quarter):
💳 Services +15% Y/Y to $28.8B.
📱 Products +5% Y/Y to $73.7B.
• Revenue +8% Y/Y to $102.5B ($0.2B beat).
• Operating margin 32% (+0.5pp Y/Y).
• EPS $1.85 ($0.08 beat). https://t.co/7511f1QzAX
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: @BramVGenechten That’s always been the focus for me. The re-acceleration in ADS is just 💯
Investors do not talk about $AMZN ADS enough—AWS gets the spotlight, and rightfully so—but I prefer combining both segments into a single, powerful high-margin growth engine
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RT @DimitryNakhla: @BramVGenechten That’s always been the focus for me. The re-acceleration in ADS is just 💯
Investors do not talk about $AMZN ADS enough—AWS gets the spotlight, and rightfully so—but I prefer combining both segments into a single, powerful high-margin growth engine
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AkhenOsiris
RT @FundaBottom: A lot of advertisers told me this week that $APP AppLovin finally approved their e-commerce applications—they'd gotten invitation codes earlier but AppLovin hadn't approved the requests until now. Some also got approved just last week. So I'm expecting we'll start seeing noticeable share shifts next week.
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RT @FundaBottom: A lot of advertisers told me this week that $APP AppLovin finally approved their e-commerce applications—they'd gotten invitation codes earlier but AppLovin hadn't approved the requests until now. Some also got approved just last week. So I'm expecting we'll start seeing noticeable share shifts next week.
$APP: Northbeam updated on the latestweek. AppLovin started ramping up - exactly what I said two weeks ago. Advertisers would ramp up at month-end after going through two optimization weeks. https://t.co/ykRXLKyV6E tweet
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Capital Employed
56 Top stock pitches from the past two weeks.
There's no shortage of ideas in this issue --->
https://t.co/MDaekfZdhX https://t.co/7TuLk0dYRU
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56 Top stock pitches from the past two weeks.
There's no shortage of ideas in this issue --->
https://t.co/MDaekfZdhX https://t.co/7TuLk0dYRU
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