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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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Offshore
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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 tweet
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Clark Square Capital
RT @taobanker: Excellent work by @ClarkSquareCap on $VRA. No nonsense here, just a small cap with a very well defined special situation. https://t.co/1WE9Rn7fss
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RT @taobanker: Excellent work by @ClarkSquareCap on $VRA. No nonsense here, just a small cap with a very well defined special situation. https://t.co/1WE9Rn7fss
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AkhenOsiris
$U
BTIG Upgrades Unity Software to Neutral Citing 'more positive checks and a stronger market backdrop'
The firm previously downgraded shares to Sell last quarter on a view that the Vector product wasn’t living up to its hype and that the stock was likely to correct with both investor expectations and valuation elevated, but the survey suggests that while performance is still mixed and advertisers have some gripes around cohort evolution, spending trends are healthy and paint a different picture of the setup, the analyst tells investors.
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$U
BTIG Upgrades Unity Software to Neutral Citing 'more positive checks and a stronger market backdrop'
The firm previously downgraded shares to Sell last quarter on a view that the Vector product wasn’t living up to its hype and that the stock was likely to correct with both investor expectations and valuation elevated, but the survey suggests that while performance is still mixed and advertisers have some gripes around cohort evolution, spending trends are healthy and paint a different picture of the setup, the analyst tells investors.
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AkhenOsiris
$APP
BTIG raised the firm’s price target on AppLovin to $693 from $664 and keeps a Buy rating on the shares after the firm recently conducted two surveys of gaming and non-advertising professionals that use AppLovin, Unity, and a variety of other performance advertising platforms.
For AppLovin, the firm picked up signs of strong non-gaming spending trends in Q3 and plans to ramp gaming spend in Q4, though commentary on the non-gaming referral program was more mixed than expected, the analyst tells investors.
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$APP
BTIG raised the firm’s price target on AppLovin to $693 from $664 and keeps a Buy rating on the shares after the firm recently conducted two surveys of gaming and non-advertising professionals that use AppLovin, Unity, and a variety of other performance advertising platforms.
For AppLovin, the firm picked up signs of strong non-gaming spending trends in Q3 and plans to ramp gaming spend in Q4, though commentary on the non-gaming referral program was more mixed than expected, the analyst tells investors.
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