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Alphabet
I covered this company on my channel — VIDEO
For the transcript and press release click HERE.
Revenues grew 6% to $69.09B, short of an expected $70.7B (or 8.5% year-over-year growth).
Revenues by segment:
Google Search and other, $39.54B (up 4.3%)
YouTube ads, $7.07B (down 1.9%)
Google Network, $7.87B (down 1.6%)
Google other, $6.9B (up 2.1%)
Google Cloud, $6.9B (up 37.6%)
Other Bets, $209M (up 14.8%).
Microsoft
For the transcript and press release click HERE.
GAAP EPS of $2.35 beats by $0.06.
Revenue of $50.1B (+10.6% Y/Y) beats by $410M.
Revenue in Productivity and Business Processes was $16.5 billion and increased 9%.
Revenue in Intelligent Cloud was $20.3 billion and increased 20% .
Revenue in More Personal Computing was $13.3 billion and decreased slightly.
Meta Platforms
For the transcript and press release click HERE.
Stock Market Nerd covered this perfectly so let me redirect you HERE
I will be sharing my thoughts on my YT channel Sunday. The Good, The Bad, and The Opportunity.
GAAP EPS of $1.64 misses by $0.22.
Revenue of $27.71B (-4.5% Y/Y) beats by $310M.
Family daily active people (DAP) – DAP was 2.93 billion on average for September 2022, an increase of 4% year-over-year.
Family monthly active people (MAP) – MAP was 3.71 billion as of September 30, 2022, an increase of 4% year-over-year.
Facebook daily active users (DAUs) – DAUs were 1.98 billion on average for September 2022, an increase of 3% year-over-year.
Facebook monthly active users (MAUs) – MAUs were 2.96 billion as of September 30, 2022, an increase of 2% year-over-year.
Ford
For the transcript and press release click HERE.
Q3 Non-GAAP EPS of $0.30 in-line.
Automotive revenue of $37.2B (+12.0% Y/Y) beats by $90M.
The company now anticipates full-year adjusted EBIT of about $11.5B, about 15% higher than in 2021.
The company has raised its goal for full-year adjusted free cash flow to between $9.5B and $10B – up from $5.5B to $6.5B on strength in the company’s automotive operations, including restructured businesses in regions outside of North America.
Teladoc
For the transcript and press release click HERE.
I covered this company on my channel — VIDEO
Q3 GAAP EPS of -$0.45 beats by $0.12.
Revenue of $611.4M (+17.2% Y/Y) beats by $2.41M.
Shopify
For the transcript and press release click HERE.
I covered this company on my channel — VIDEO
Q3 Non-GAAP EPS of -$0.02 beats by $0.05.
Revenue of $1.37B (+22.3% Y/Y) beats by $30M.
Monthly Recurring Revenue (MRR) increased 8% to $107M.
Subscription Solutions revenue increased 12% to $376.3M.
Gross Merchandise Volume increased 11% to $46.2B.
Intel
For the transcript and press release click HERE.
I covered this company on my channel — VIDEO
Q3 Non-GAAP EPS of $0.59 beats by $0.26.
Revenue of $15.3B (-15.5% Y/Y) in-line.
Revising FY2022 guidance. Non-GAAP revenue of $63B to $64B vs. consensus of $65.35B; Non-GAAP EPS of $1.95 vs. $2.52 consensus.
Q4 Guidance: Revenue $14B to $15B vs. consensus of $16.43B; Non-GAAP EPS $0.20 vs. $0.50 consensus.
Mobileye went public (again) this week and finished up 29%.
Amazon
For the transcript and press release click HERE.
I covered this company on my channel — VIDEO
Q3 GAAP EPS of $0.28 beats by $0.07.
Revenue of $127.1B (+14.7% Y/Y) misses by $370M.
For the transcript and press release click HERE.
I covered this company on my channel — VIDEO
Q3 Non-GAAP EPS of $0.11 beats by $0.05.
Revenue of $685M (+8.2% Y/Y) beats by $18.37M.
Global Monthly Active Users (MAUs) were flat year over year at 445 million.
ARPU Global $1.56.
Apple
For the transcript and press release click HERE.
Q4 GAAP EPS of $1.29 beats by $0.02.
Revenue of $90.15B (+8.1% Y/Y) beats by $1.38B.
Products revenue of $70.96B vs. $65.08B in 4Q21.
iPhone revenue of $42.63B vs. $38.87B in 4Q21.
Mac revenue of $11.51B vs. $9.18B in 4Q21.
iPad revenue of $7.17B vs. $8.25B in 4Q21.
Wearables, home, and accessories of $9.65B vs. $8.79B in 4Q21.
Service revenue of $19.19B vs. $18.27B in 4Q21.
Servicenow
For the transcript and press release click HERE.
Consumeowntech on Commonstock has covered it perfectly HERE
Q3 Non-GAAP EPS of $1.96 beats by $0.11.
Revenue of $1.83B (+21.2% Y/Y) misses by $20M.
Q3 GAAP subscription revenue of $1.74B (+28.5% Y/Y).
Co revises FY 2022 subscription revenue guidance to $6.865B-$6.87B from a previous guidance of $6.915B-$6.925B.
Pool
Yes, swimming pools.
For the transcript and press release click HERE.
StockOpine on Commonstock has covered it perfectly HERE
Q3 Non-GAAP EPS of $4.76 beats by $0.17.
Revenue of $1.62B (+14.9% Y/Y) beats by $20M.