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Investing visuals
$AMZN what an incredible compounding machine. https://t.co/h12oiaJPQS
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$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 - Investing visualstweet
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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 - FundaAItweet
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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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Capital Employed
RT @MikeFritzell: Great value for money imo
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RT @MikeFritzell: Great value for money imo
Best stock pitches letter dropping tomorrow.
This issue is an absolute mammoth with over 50 interesting ideas --->
https://t.co/JMLSGe878F - Capital Employedtweet