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Detailed visual earnings recap of $META, $GOOGL, $MSFT, and $MELI just went out to subscribers.
In short:
• All key metrics at a glance
• Updated fair values
• Management highlights
• Core earnings takeaways
$AMZN, $AAPL, and $NOW are up next this week👌
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Detailed visual earnings recap of $META, $GOOGL, $MSFT, and $MELI just went out to subscribers.
In short:
• All key metrics at a glance
• Updated fair values
• Management highlights
• Core earnings takeaways
$AMZN, $AAPL, and $NOW are up next this week👌
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OpenAI reportedly plans a potential $1 TRILLION IPO in 2027.
For their sake, I hope they still have some market share left by then.
$GOOGL and Anthropic are eating their lunch 👇 https://t.co/rTQErtFbOD
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OpenAI reportedly plans a potential $1 TRILLION IPO in 2027.
For their sake, I hope they still have some market share left by then.
$GOOGL and Anthropic are eating their lunch 👇 https://t.co/rTQErtFbOD
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$DUOL storytime:
• 2022 ~ $83: A green what…? 🦉
• 2023 ~ $153: Looks interesting
• 2024 ~ $226: Great business
• 2025 ~ $329: 100x generational buy
March 2025 ~ $283: AI will kill it.
May 2025 ~ $519: Just kidding, 100x generational buy.
September 2025 ~ $271: AI will kill it.
Early October ~ $322: Or maybe it won’t.
Today ~ $268: AI will definitely kill it.
Oh man, the stock market really is an entertaining show 🤭
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$DUOL storytime:
• 2022 ~ $83: A green what…? 🦉
• 2023 ~ $153: Looks interesting
• 2024 ~ $226: Great business
• 2025 ~ $329: 100x generational buy
March 2025 ~ $283: AI will kill it.
May 2025 ~ $519: Just kidding, 100x generational buy.
September 2025 ~ $271: AI will kill it.
Early October ~ $322: Or maybe it won’t.
Today ~ $268: AI will definitely kill it.
Oh man, the stock market really is an entertaining show 🤭
$DUOL visualized:
• How they make money
• Sentiment
• Geography
• Business segments
• Financials
• Cash
• Margins
• Valuation
• My thoughts: will AI make $DUOL obsolete?
Let's dive in! 🧵👇 https://t.co/z07EkovQVS tweet
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$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. $209B
Beat & raise👌 https://t.co/SFHyeQpYAH
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$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
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Dimitry Nakhla | Babylon Capital®
Amazon $AMZN Q3 2025 Report 🗓️
✅ REV: $180.17B (+13% YoY)
✅ EPS: $1.95 (+36% YoY)
☁️ AWS $33.01B (+20% YoY)
💵 ADS $17.70B (+24% YoY) https://t.co/KiVF7e0cqQ
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Amazon $AMZN Q3 2025 Report 🗓️
✅ REV: $180.17B (+13% YoY)
✅ EPS: $1.95 (+36% YoY)
☁️ AWS $33.01B (+20% YoY)
💵 ADS $17.70B (+24% YoY) https://t.co/KiVF7e0cqQ
17. Amazon $AMZN (Thurs PM)
🗓️ REV Est: $177.72B (+12%)
🗓️ EPS Est: $1.58 (+10%)
💵 NTM P/E: 32x
💵 NTM FCF Yield: 1.20% https://t.co/7zx5Sx9qiF tweet
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$TEAM posting a solid Q3:
• Revenue: $1.43B vs. Est. $1.40B
• EPS: $1.04 vs. Est. $0.67
Subscription Revenue: $998M +26% YoY https://t.co/989m0yBBA3
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$TEAM posting a solid Q3:
• Revenue: $1.43B vs. Est. $1.40B
• EPS: $1.04 vs. Est. $0.67
Subscription Revenue: $998M +26% YoY https://t.co/989m0yBBA3
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