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Gene Munster

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62 articles decelerating
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Coverage Timeline

2025-10-31
Reuters 19 related

Apple expects Q1 revenue to grow 10% to 12% YoY, with iPhone sales up by double digits, and reports Q4 China revenue down 4% YoY to $14.5B, vs. $16.24B est.

Tim Cook says there's ‘very strong demand’ for latest iPhones Emily Bary / Dow Jones Newswires : China likely drove the iPhone revenue miss, according to this analyst Emily Bary / Dow Jones Newswires ...

2025-05-01
Meta 15 related

Meta reports Q1 revenue up 16% YoY to $42.3B, vs. $41.4B est., net income up 35% to $16.6B, family daily active people up 6% to 3.43B on average for March 2025

and why simply isolating Chinese advertising spend was misguided... X: Roman Helmet Guy / @romanhelmetguy : Zuckerberg explaining how Meta is creating personalized AI friends to supplement your real o...

2024-11-01
CNBC 19 related

Amazon reports Q3 AWS revenue up 19% YoY to $27.45B, vs. $27.52B est., and AWS operating income of $10.45B, vs. $9.15B est., up from $7B in Q3 2023

but for how long? Larry Dignan / Constellation Research : AWS posts Q3 revenue up 19% from a year ago, $110 billion annual run rate Theo Wayt / The Information : Amazon Web Services Reports Steady Gro...

2024-04-25
CNBC 24 related

Meta's stock drops 10%+ on weak Q2 revenue guidance and increasing FY 2024 capital expenditures from $30B-$37B to $35B-$40B due to AI infrastructure investments

should investors consider buying? Kathleen Gallagher / Business Post : Shares in Meta plummet as it forecasts spending spree TJ Denzer / Shacknews : Facebook (META) issues Q2 2024 revenue guidance bel...

2024-02-02
CNBC 14 related

Meta's Reality Labs unit generated $1B+ in Q4 revenue but saw a record $4.65B operating loss; the metaverse division has now lost $42B+ since the end of 2020

Meta's Reality Labs hit $1 billion in revenue for the first time Dean Takahashi / VentureBeat : Meta Reality Labs loses $4.65B in Q4 Threads: Benedict Evans / @benedictevans : Best quarter ever for Me...

Meta 62 related

Meta reports Q4 revenue up 25% YoY to $40.1B, net income up 201% YoY to $14B, and family daily active people up 8% YoY to 3.19B for December 2023

Meta Platforms (META Quick Quote META - Free Report) … Salvador Rodriguez / Wall Street Journal : Facebook Parent Meta Initiates Dividend as Growth Continues Jonathan Vanian / CNBC : Mark Zuckerberg s...

CNBC 37 related

Apple Q1 revenue: iPhone up 6% YoY to $69.7B, Mac up 1% YoY to $7.78B, iPad down 25% YoY to $7.02B, and Wearables, Home, and Accessories down 11% YoY to $11.95B

sort of Ed Hardy / Cult of Mac : Strong iPhone sales power Apple back to revenue growth Larry Dignan / Constellation Research : Apple Q1 better than expected, services strong as product lines mixed Al...

2023-12-06
CNBC 31 related

Elon Musk's xAI files with the US SEC to raise up to $1B in an equity offering, saying the startup has raised nearly $135M from four investors since November 29

tech, AI, crypto Newb / New.blicio.us : X.ai, Elon Musk's Latest Foray into AI Threads: Dare Obasanjo / @carnage4life : An amazing opportunity for the bankers and VCs that didn't get a chance to inves...

2023-10-26
Meta Investor Relations 54 related

Meta reports Q3 revenue up 23% YoY to $34.15B, net income up 164% YoY to $11.58B, and family daily active people up 7% YoY to 3.14B for September 2023

that's what the Ray Ban glasses are for Ryan Deffenbaugh / Investor's Business Daily : Meta Earnings Crushed Targets. Why Is The Stock Falling Anyway? Yuvraj Malik / Reuters : Facebook-parent Meta bea...

2023-07-27
Meta Investor Relations 50 related

Meta reports Q2 revenue up 11% YoY to $32B, net income up 16% YoY to $7.79B, and family daily active people up 7% YoY to 3.07B for June 2023; META jumps 10%+

but most of the new users came from outside the US and Canada Karissa Bell / Engadget : Meta had its best quarter since 2021 despite losing more money on the metaverse Abubakar Idris / The Messenger :...

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