App Economy Insights
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Nezabudnite, prosím, že svojou prítomnosťou a diskutovaním na tomto fóre vyjadrujete svoj súhlas s vždy aktuálnymi Podmienkami používania tohto fóra. Predovšetkým prosím dbajte na slušnosť komunikácie a rešpektovanie sa navzájom. Celé Podmienky používania tohto fóra si môžte prečítať tu.
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App Economy Insights
Zdravím vás
Viete niekto čítáť tie farebné “grafy”?
Resp. farby, ktorá čo znamená…, pripadné info.
https://www.appeconomyinsights.com/
https://twitter.com/economyapp?s=21&t=7 ... N9dmgQDXBw
Viete niekto čítáť tie farebné “grafy”?
Resp. farby, ktorá čo znamená…, pripadné info.
https://www.appeconomyinsights.com/
https://twitter.com/economyapp?s=21&t=7 ... N9dmgQDXBw
Naposledy upravil/-a Joki v Ne 07 05, 2023 4:27 pm, upravené celkom 1 krát.
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Re: App Economy Insights
.
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Keď som už založil tu tému, občas tu niečo pridám;
https://twitter.com/economyapp/status/1 ... N9dmgQDXBw
Druhý ziskovy Q má PLTR, bez dlhu a hotovosť 2,9 mld. Vyhliadky 2023 má byť celý ziskový.
$PLTR Palantir Q1 FY23:
• Net dollar retention 111% (-13pp Y/Y).
• Customers +41% Y/Y to 391.
• Billings +25% Y/Y to $614M.
• Revenue +18% Y/Y to $525M ($19M beat).
• Non-GAAP EPS $0.05 ($0.01 beat).
Cash, cash equivalents, and short-term U.S. treasury securities of $2.9 billion
https://twitter.com/economyapp/status/1 ... N9dmgQDXBw
Druhý ziskovy Q má PLTR, bez dlhu a hotovosť 2,9 mld. Vyhliadky 2023 má byť celý ziskový.
$PLTR Palantir Q1 FY23:
• Net dollar retention 111% (-13pp Y/Y).
• Customers +41% Y/Y to 391.
• Billings +25% Y/Y to $614M.
• Revenue +18% Y/Y to $525M ($19M beat).
• Non-GAAP EPS $0.05 ($0.01 beat).
Cash, cash equivalents, and short-term U.S. treasury securities of $2.9 billion
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https://twitter.com/economyapp/status/1 ... N9dmgQDXBw
$PYPL PayPal Q1 FY23:
• TPV +12% Y/Y fx neutral to $355B.
• Active accounts +1% to 433M.
• Transactions per active +13% to 53.
• Revenue +9% Y/Y to $7.0B ($50M beat).
• Non-GAAP EPS $1.17 ($0.07 beat).
FY23 EPS raised to $3.42 ($3.27 previously).
https://bulios.com/status/99931-vysledk ... sti-paypal
$PYPL PayPal Q1 FY23:
• TPV +12% Y/Y fx neutral to $355B.
• Active accounts +1% to 433M.
• Transactions per active +13% to 53.
• Revenue +9% Y/Y to $7.0B ($50M beat).
• Non-GAAP EPS $1.17 ($0.07 beat).
FY23 EPS raised to $3.42 ($3.27 previously).
https://bulios.com/status/99931-vysledk ... sti-paypal
Společnost také vykázala 9% nárůst tržeb ve srovnání se stejným obdobím minulého roku a dosáhla 7.0 miliardy $, čímž překonala očekávání trhu o 50 milionů $.
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https://twitter.com/economyapp/status/1 ... N9dmgQDXBw
$NVDA NVIDIA Q1 FY24.
Quarter ending April 2023.
• Revenue +19% Q/Q to $7.2B ($670M beat).
• Gross margin 65% (+1pp Q/Q).
• Operating margin 30% (+9pp Q/Q).
• Non-GAAP EPS $1.09 ($0.17 beat).
Q2 FY24 guidance:
• Revenue ~$11.0B ($2.9B beat).
——
• Výnosy 19 % medzikvartálne na 7,2 miliardy USD (670 miliónov USD).
• Hrubá marža 65 % ( 1 pb Q/Q).
• Prevádzková marža 30 % ( 9 pb Q/Q).
• Non-GAAP EPS 1,09 USD (0,17 USD).
Usmernenie pre 2. štvrťrok FY24:
• Výnosy ~ 11,0 miliardy USD (2,9 miliardy USD).
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https://twitter.com/economyapp/status/1 ... N9dmgQDXBw
NVIDIA recently joined the $1T club.
Here are the 10 largest companies globally:
$AAPL
$MSFT
$ARAMCO
$GOOG
$AMZN
$NVDA
$BRK
$META
$TSLA
$TSMC
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https://twitter.com/economyapp/status/1 ... N9dmgQDXBw
$AMZN Amazon is reportedly planning an ad tier for Prime Video (source: WSJ).
The company is in talks with Warner Bros. $WBD and Paramount $PARA to include their ad-based tiers to Prime Video Channels.
Amazon is turning into an advertising giant.
————
$AMZN Amazon údajne plánuje reklamnú vrstvu pre Prime Video (zdroj: WSJ).
Spoločnosť rokuje s Warner Bros. $WBD a Paramount $PARA o zahrnutí ich adries založených na reklame do Prime Video Channels.
Amazon sa mení na reklamného giganta.
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https://twitter.com/economyapp/status/1 ... N9dmgQDXBw
$BAC Bank of America Q2 FY23.
Revenue +11% to $25.2B ($260M beat):
• Net Interest income: $14.2B (+14% Y/Y).
• Noninterest income $11.0B (+8% Y/Y).
Net Income $8.0B (+19% Y/Y).
Earnings per share: $0.88 ($0.05 beat).
CET1 ratio of 11.6%.
$BAC Bank of America Q2 FY23.
Revenue +11% to $25.2B ($260M beat):
• Net Interest income: $14.2B (+14% Y/Y).
• Noninterest income $11.0B (+8% Y/Y).
Net Income $8.0B (+19% Y/Y).
Earnings per share: $0.88 ($0.05 beat).
CET1 ratio of 11.6%.
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https://twitter.com/economyapp/status/1 ... N9dmgQDXBw
$META Meta Q2 FY23:
• Daily active people +7% Y/Y to 3.07B.
• Revenue +11% Y/Y to $32B ($1.2B beat).
• Operating margin 29% (flat Y/Y).
• FCF margin 34% (+19pp Y/Y).
• EPS $2.98 ($0.05 beat).
Q3 FY23 guidance:
• Revenue ~$32B-$34.5 (~$2B beat).
Spoločnosti Meta stúpol v druhom štvrťroku čistý zisk o 16 % na 7,8 miliardy dolárov. Výsledky majiteľa Facebooku a Instagramu prekonali odhady analytikov. Pomohlo tomu oživenie internetovej reklamy po pandemickom prepade
$META Meta Q2 FY23:
• Daily active people +7% Y/Y to 3.07B.
• Revenue +11% Y/Y to $32B ($1.2B beat).
• Operating margin 29% (flat Y/Y).
• FCF margin 34% (+19pp Y/Y).
• EPS $2.98 ($0.05 beat).
Q3 FY23 guidance:
• Revenue ~$32B-$34.5 (~$2B beat).
Spoločnosti Meta stúpol v druhom štvrťroku čistý zisk o 16 % na 7,8 miliardy dolárov. Výsledky majiteľa Facebooku a Instagramu prekonali odhady analytikov. Pomohlo tomu oživenie internetovej reklamy po pandemickom prepade
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AMZN Amazon Q2 FY23:
• Revenue +11% Y/Y to $134.3B ($3B beat).
• Operating margin 6% (+3pp Y/Y).
• FCF $7.9B TTM.
• EPS $0.65.
AWS:
• Revenue +12% Y/Y to $22.1B.
• Operating margin 24% (-4pp Y/Y).
Q3 FY23 Guidance:
• Revenue ~$140B ($2B beat).
• Revenue +11% Y/Y to $134.3B ($3B beat).
• Operating margin 6% (+3pp Y/Y).
• FCF $7.9B TTM.
• EPS $0.65.
AWS:
• Revenue +12% Y/Y to $22.1B.
• Operating margin 24% (-4pp Y/Y).
Q3 FY23 Guidance:
• Revenue ~$140B ($2B beat).
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Re: App Economy Insights
$AAPL Apple Q3 FY23:
• Revenue -1% Y/Y to $81.8B (in-line).
Services +8% Y/Y to $21.2B.
Products -4% Y/Y to $60.6B.
• Operating margin 28% (flat Y/Y).
• EPS $1.26 ($0.07 beat).
• Over 1B paid subscriptions
• Revenue -1% Y/Y to $81.8B (in-line).
Services +8% Y/Y to $21.2B.
Products -4% Y/Y to $60.6B.
• Operating margin 28% (flat Y/Y).
• EPS $1.26 ($0.07 beat).
• Over 1B paid subscriptions
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Re: App Economy Insights
https://twitter.com/economyapp/status/1 ... N9dmgQDXBw
https://twitter.com/palantirtech/status ... N9dmgQDXBw
$PLTR Palantir Q2 FY23:
• Net dollar retention 1110% (-9pp Y/Y).
• Customers +38% Y/Y to 421.
• Billings +52% Y/Y to $603M.
• Revenue +13% Y/Y to $533M (in-line).
• Non-GAAP EPS $0.05 (in-line).
https://twitter.com/palantirtech/status ... N9dmgQDXBw
Q2 2023, Palantir generated $28 million in GAAP net income, delivering our third consecutive quarter of profitability.
Our Board of Directors approved a stock repurchase program, authorizing repurchases of up to $1.0 billion of Palantir’s Class A common stock.
For more information on our earnings and stock repurchase program, read our earnings release:
https://investors.palantir.com/news-det ... in-Q2-2023
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Re: App Economy Insights
China moves to widen state employee iPhone curbs.
https://www.reuters.com/technology/chin ... 023-09-07/
https://www.reuters.com/technology/chin ... 023-09-07/
Against a backdrop of tensions between Beijing and Washington, the extension of a ban imposed more than two years ago signals growing challenges for the U.S. company, which relies heavily on China for revenue growth and manufacturing.
Apple shares were down over 3% in early trading on Thursday, after ending 3.6% lower in the previous session when China's move to ban the use of iPhones by certain officials was first reported.
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Re: App Economy Insights
@joki
krasny graf - myslim styl grafu... to si oni vyrobili ci to je na to nejaky template a da sa to pouzit aj na nieco ine (v style excel pie chart)?
krasny graf - myslim styl grafu... to si oni vyrobili ci to je na to nejaky template a da sa to pouzit aj na nieco ine (v style excel pie chart)?
- Joki
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Re: App Economy Insights
Joki bought a coffee. Ty môžeš tiez
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