Certificati di investimento - Capitolo 10

ahia...

Meta ($META) batte le attese con ricavi a $51,2 mld (+26% a/a vs $49,6 mld stime) e advertising a +26%. Reality Labs segna +74% ma resta in perdita di $4,4 mld.
• Margine operativo scende al 40% (da 43%), EPS a $1,05 contro $6,03 un anno fa per effetto del cambio contabile post-split e maggiori costi.
• Guidance Q4 $56–59 mld, ma spese FY25 riviste in alto ($116–118 mld) e capex 2026 atteso “notably higher”. Il titolo cede il 10% nel post-market.
 
MICROSOFT Q1 2025 EARNINGS:
- Q1 INTELLIGENT CLOUD REVENUE $30.9B
- Q1 REVENUE $77.7B VS. IBES ESTIMATE $75.329B
- Q1 CLOUD REVENUE $49.1B
- Q1 EPS $3.72 VS. IBES ESTIMATE $3.67
- Q1 NET INCOME $27.7B
- Q1 MORE PERSONAL COMPUTING REVENUE $13.8B VS IBES ESTIMATE $12.80B ...
 
ALPHABET REPORTS Q3 2025 EARNINGS WITH EPS OF 2.87 DOLLARS AND REVENUE OF 102.35 BILLION DOLLARS, SURPASSING ESTIMATES. REVENUE EXCLUDING TAC IS 87.47 BILLION DOLLARS, AND GOOGLE SERVICES REVENUE IS 87.05 BILLION DOLLARS. GOOGLE SEARCH AND OTHER REVENUE IS 56.57 BILLION DOLLARS, YOUTUBE ADS REVENUE IS 10.26 BILLION DOLLARS, GOOGLE ADS REVENUE IS 74.18 BILLION DOLLARS, AND GOOGLE CLOUD REVENUE IS 15.16 BILLION DOLLARS. ...
 

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