Amazon 3Q'24 Update
Disclosure: I own Jan 2025 $55 call options of Amazon Like clockwork, Amazon has posted another impressive quarter. Every part of the business seems to be trending well, and moving in the right direction.
Topic
Earnings Update
A collection of 42 issues
Alphabet 3Q'24 Update
Alphabet had a pretty impressive quarter! Here’s my highlights from the earnings.
Spotify 4Q'23 Update
While not exactly Meta-like twists and turns, Spotify’s rise from the ashes of late 2022 perhaps slipped through many investors’ mind. The stock was at ~$70 in December, 2022.
Meta 4Q'23 Update
Disclosure: I own shares and 2025 January $50 Call Options of Meta By 3Q’23 earnings, almost everyone understood Meta’s turnaround; the layoffs were behind us, topline growth was accelerating, and thanks to Meta’s “efficiency”, margins were expanding.
Dollar General 3Q'23 Update
Disclosure: I own shares of Dollar General While Dollar General’s (DG) stock rallied +30% over the last two months (still down ~15% pre-2Q’23 earnings though), the business is not quite out of the woods yet. Here are some highlights from today’s call.
Amazon 3Q'23 Update
Disclosure: I own Jan 2025 $55 call options of Amazon Imagine opening Amazon’s 3Q’23 earnings report 5 years from now and what do you think you might hope you paid more attention to? It’s very unlikely to be AWS topline growth rate this (or any) quarter.
Meta 3Q'23 Update
Disclosure: I own shares and 2025 January $50 Call Options of Meta Meta had a terrific third quarter which makes the after-hours reaction (down ~3%) tad bit surprising, but perhaps understandable given the wider range of scenarios for advertising going forward.
Alphabet 3Q'23 Update
Disclosure: I am long shares and Jan 2025 $50 Call Options of Alphabet While Google Service segment did just fine, Google Cloud’s pace of deceleration in topline was a bit disappointing. Here are my highlights from Alphabet’s call tonight.
Spotify 3Q'23 Update
Disclosure: I own shares of Spotify We walked into 2023 thinking we would do just over 20 million in net subscriber adds for the full year, but we're actually on track to deliver 30 million, which is a significant beat from where we thought we would be.
Amazon 2Q'23 Earnings Update
Disclosure: I own shares, and Jan 2025 $55 call options of Amazon This was perhaps the best Amazon earnings call from my recent memory, especially on Amazon Retail. Not surprising that the stock was +8% in after hours.