App Economy Insights

[Joki]

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

[Joki]

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[Joki]

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[andre]

Lava strana su zdroje prijmov, stred mas suma prijmov. A na pravo je zelenou zisk a cevenou naklady - dane, vyvoj..

[Joki]

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

[Joki]

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

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 $.

[Joki]

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).

[Joki]

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

[Joki]

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.

[Joki]

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%.

[Joki]

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

[Joki]

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).

[Joki]

$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

[Joki]

https://twitter.com/economyapp/status/1 ... 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

[jaroslav80]

China moves to widen state employee iPhone curbs.

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.

[rmaly]

@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)?

[Joki]

@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)?

Ufff , či sa da použiť na niečo iné to neviem.
Skús pozrieť:

https://www.appeconomyinsights.com/

[Joki]

@rmaly

Pripadne tento v slovenčine by sa možno dal…

https://www.gafrikresearch.sk/