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Q2 Cloud Report: Azure & Google Cloud Accelerate, While AWS's Lag Sparks Market Concern
With $Amazon (AMZN.US)$ 's Q2 earnings release, the second-quarter results for all three cloud giants are in. The data reveals a clear divergence in growth trajectories:
– $Microsoft (MSFT.US)$ Azure: Grew 39% year-over-year, a significant 6-point acceleration from the previous quarter.
– $Alphabet-A (GOOGL.US)$ Google Cloud: Grew 32% year...
With $Amazon (AMZN.US)$ 's Q2 earnings release, the second-quarter results for all three cloud giants are in. The data reveals a clear divergence in growth trajectories:
– $Microsoft (MSFT.US)$ Azure: Grew 39% year-over-year, a significant 6-point acceleration from the previous quarter.
– $Alphabet-A (GOOGL.US)$ Google Cloud: Grew 32% year...
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Global consumer electronics leader $Apple (AAPL.US)$ reported its fiscal third quarter (FY25 Q3) financial results after market close this Thursday. The results exceeded expectations, sending its after-hours stock price up more than 2%.
Key Financial Metrics
– Revenue: This quarter’s revenue reached $94.04 billion, up 10% year-over-year, beating market expectations of $89.3 billion. This marks Apple’s largest quarterly revenue g...
Key Financial Metrics
– Revenue: This quarter’s revenue reached $94.04 billion, up 10% year-over-year, beating market expectations of $89.3 billion. This marks Apple’s largest quarterly revenue g...
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Core Financial Indicators
Revenue: $47.52 billion, up 22 % YoY, beating estimates by 6%
Net Income: $18.337 billion, up 36 % YoY. beating estimates by 21.6%
Diluted EPS: $7.14, up 38 % YoY
Key Highlights
1. AI Continues to Significantly Boost User Engagement and Ad Efficiency
- algorithm upgrades boosted time spent +5 % on Facebook, +6 % on Instagram
- impressions +11 %; average ad price +9 % （google Q2 paid cl...
Revenue: $47.52 billion, up 22 % YoY, beating estimates by 6%
Net Income: $18.337 billion, up 36 % YoY. beating estimates by 21.6%
Diluted EPS: $7.14, up 38 % YoY
Key Highlights
1. AI Continues to Significantly Boost User Engagement and Ad Efficiency
- algorithm upgrades boosted time spent +5 % on Facebook, +6 % on Instagram
- impressions +11 %; average ad price +9 % （google Q2 paid cl...
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$Apple (AAPL.US)$
investment fund $FTSE Bursa Malaysia KLCI Index (.KLSE.MY)$
investment fund $Strategy (MSTR.US)$
investment fund $Bitcoin (BTC.CC)$
investment fund $FTSE Bursa Malaysia KLCI Index (.KLSE.MY)$
investment fund $Strategy (MSTR.US)$
investment fund $Bitcoin (BTC.CC)$
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$UnitedHealth (UNH.US)$ $Energy Fuels (UUUU.US)$ $Alphabet-C (GOOG.US)$ Thanks for being a big part of it and ofc swami for all the inverse tips
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gamma7 : yes, this is a good reason the panic selling. but really?
104413402 : overreacting
强牛 : Prosperity
75319253 : lmpressive earnings but wonder will 4th quarter be a downturn for these tech giants.
M7R :
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