sociable Hamster_512
voted
$Microsoft(MSFT.US$ Q3/FY23 Report Highlights:
-Revenue $52.9 Billion +7%
-Operating Income $22.4 Billion +10%
-Net Income $18.3 Billion +9%
-Cloud Revenue $22.1 Billion +16%
-Xbox Content & Services Revenue +3%
-Xbox Hardware -30%
-Gaming Revenue -4%
Despite the technology industry's enthusiasm for generative AI and the belief that this technology can trigger new growth in cloud computing customer spending, analysts...
-Revenue $52.9 Billion +7%
-Operating Income $22.4 Billion +10%
-Net Income $18.3 Billion +9%
-Cloud Revenue $22.1 Billion +16%
-Xbox Content & Services Revenue +3%
-Xbox Hardware -30%
-Gaming Revenue -4%
Despite the technology industry's enthusiasm for generative AI and the belief that this technology can trigger new growth in cloud computing customer spending, analysts...
8
sociable Hamster_512
voted
$Amazon(AMZN.US$ Q1 FY23:
• Revenue +9% Y/Y to $127.4B ($2.9B beat).
• Operating margin 4% (+1pp Y/Y).
• FCF ($3.3B) TTM.
• EPS $0.31 ($0.11 beat).
AWS:
• Revenue +16% Y/Y to $21.4B.
• Operating margin 24% (-11pp Y/Y).
Q2 FY23 Guidance:
• Revenue ~$130B (in-line).
By business, North America contributed revenue of $76.9 billion in the first quarter, an 11% year-over-year growth rate, high...
• Revenue +9% Y/Y to $127.4B ($2.9B beat).
• Operating margin 4% (+1pp Y/Y).
• FCF ($3.3B) TTM.
• EPS $0.31 ($0.11 beat).
AWS:
• Revenue +16% Y/Y to $21.4B.
• Operating margin 24% (-11pp Y/Y).
Q2 FY23 Guidance:
• Revenue ~$130B (in-line).
By business, North America contributed revenue of $76.9 billion in the first quarter, an 11% year-over-year growth rate, high...
+1
7
2
sociable Hamster_512
voted
Happy new year, mooers! ![]()
In 2022, the Moo community launched 10 technical analysis challenges. Big thanks to all mooers for your active participation! There's no end to learning, so let us keep it up to become pro traders together!![]()
Today, we'd like to introduce another indicator to you: DeMark 9® (TDS 9). TDS 9 is an automatically generated sequence. Want to have a try? All you need to do is select it from the ...
In 2022, the Moo community launched 10 technical analysis challenges. Big thanks to all mooers for your active participation! There's no end to learning, so let us keep it up to become pro traders together!
Today, we'd like to introduce another indicator to you: DeMark 9® (TDS 9). TDS 9 is an automatically generated sequence. Want to have a try? All you need to do is select it from the ...
50
26
sociable Hamster_512
commented on
Oligopoly is a market controlled by a few companies, and each player's decisions are likely to affect the others. Mohnish Pabrai, a famous investment guru, once talked with Charlie Munger about oligopoly, concluding that oligopoly is a good way for companies to keep decent profit margins and stay competitive together.
Case 1:
Take the HDD (hard disk drive) industry as an example. In the past 25 years, it was a terrible business with over-competition and...
Case 1:
Take the HDD (hard disk drive) industry as an example. In the past 25 years, it was a terrible business with over-competition and...
+3
40
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sociable Hamster_512
commented on
A monopoly is when a single company controls the majority of the market share in an industry or sector, benefiting from switching costs. According to super-investor Rob Vinall, it is costly and disruptive to replace the dominant market leader, making them reluctant to switch providers and enabling the company to earn beyond-normal profits. However, the risk is that it tends to make the company incumbents complacent and lazy (in the long run).
Case 1:
As t...
Case 1:
As t...
+2
48
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