2024-05-09
Another victim of the current market attitude. I'm pretty sure $ABNB will be exercising that buyback if we sell off again. With $1,9B of FCF generated in just Q1 and $6B left authorized for buyback they will generate a nice yield for LT holders. $750m repurchased in just Q1 =... [image]
CNBC
Airbnb reports Q1 revenue up 18% YoY to $2.14B, vs. $2.06B est., Nights and Experiences Booked up 9.5% YoY, and Q2 guidance below est.; ABNB drops 8%+
net income of $264 million more than doubled from Q1 2023. We delivered a net income margin of 12% in Q1 2024, up from 6% in Q1 2023” $ABNB: -8.2% AH [image] Conor Sen / @conorsen ...
2024-02-02
$META earnings... Phenomenal. Beat on everything, guidance raised, new $50B buyback and $0,5$ per share dividend initiated. Operating margin at 40%, new ATH despite large money burner - Reality Labs. $AMZN also beautiful. Nice beats, AWS generally in line but importantly...
Meta
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...
$META earnings... Phenomenal. Beat on everything, guidance raised, new $50B buyback and $0,5$ per share dividend initiated. Operating margin at 40%, new ATH despite large money burner - Reality Labs. $AMZN also beautiful. Nice beats, AWS generally in line but importantly...
CNBC
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...
2022-06-27
This fall's going to be huge for $AAPL! I better speed up loading up on more shares cause a 16GB RAM M2 headset looks SUPERB! https://twitter.com/...
Bloomberg
Sources: Apple is planning one of the most ambitious periods of new products in its history, with a deluge coming in fall 2022 and H1 2023, including M3 Macs
Apple's latest software from WWDC sets the stage for a busy fall 2022 and first half of 2023. Also: A US Apple store votes …