𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐡𝐚𝐬 𝐛𝐞𝐞𝐧 𝐨𝐛𝐭𝐚𝐢𝐧𝐞𝐝 𝐟𝐫𝐨𝐦 𝐬𝐨𝐮𝐫𝐜𝐞𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞𝐝 𝐭𝐨 𝐛𝐞 𝐫𝐞𝐥𝐢𝐚𝐛𝐥𝐞, 𝐛𝐮𝐭 𝐢𝐬 𝐧𝐨𝐭 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞𝐝 𝐚𝐬 𝐭𝐨 𝐜𝐨𝐦𝐩𝐥𝐞𝐭𝐞𝐧𝐞𝐬𝐬 𝐨𝐫 𝐚𝐜𝐜𝐮𝐫𝐚𝐜𝐲. - Dimitry Nakhla | Babylon Capital® tweet

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$NET posted a very strong Q3

• Revenue: $562.0M vs. Est. $544.8M
• Adjusted EPS: $0.27 vs. Est. $0.23

Outlook:
• FY Revenue: $2.142B–$2.143B
• FY Adj EPS: $0.91 https://t.co/67sbqYDTMy
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Dimitry Nakhla | Babylon Capital®
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 💸 - Dimitry Nakhla | Babylon Capital®
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Investing visuals
$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 - Investing visuals
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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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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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Investing visuals
Do you rather own $GOOGL or $MSFT? https://t.co/FIeTAlPcLy
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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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Clark Square Capital
"The American consumer is all tapped out."

----- https://t.co/ox1fgLO7qT
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AkhenOsiris
$AMZN

Nothing better than the cocktail of a Lag7 member chased by the fuel of funding short of another...should be a fun Q4
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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.

$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 - FundaAI
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