financefocus

365 posts

financefocus banner
financefocus

financefocus

@financefocus7

Markets First. Narratives Second. Long-term buy & hold investor. Stocks, geopolitics & the stories shaping our world. Not a financial advisor

Katılım Ocak 2026
59 Takip Edilen66 Takipçiler
financefocus
financefocus@financefocus7·
@meetblossomapp The only politicians to buy $GOOGL this year were Ro Khanna, Cleo Fields, John Fetterman, Nancy Pelosi, Bill Keating, David Taylor, and Shelley Moore Capito.
English
0
0
0
1
Blossom
Blossom@meetblossomapp·
One year ago people we're worried Google was going to be destroyed by AI. Today, they report a huge Q1. → Revenue: beat (+22% YoY) → EPS: beat (+82% YoY) $GOOGL $GOOG
Blossom tweet mediaBlossom tweet media
English
8
12
90
4.2K
financefocus
financefocus@financefocus7·
@DudeWhoInvests Politicians who bought $META: Ro Khanna, Michael McCaul, Julia Letlow, Cleo Fields, Gil Cisneros, Markwayne Mullin, and Rick Larsen.
English
0
0
0
2
financefocus
financefocus@financefocus7·
@StockMKTNewz Politicians who bought $META: Ro Khanna, Michael McCaul, Julia Letlow, Cleo Fields, Gil Cisneros, Markwayne Mullin, and Rick Larsen.
English
0
0
0
2
Evan
Evan@StockMKTNewz·
$META JUST REPORTED EARNINGS EPS of $10.44 beating expectations of $6.72🟢 Revenue of $56.3B beating expectations of $55.4B🟢
Evan tweet media
English
47
53
805
121.1K
financefocus
financefocus@financefocus7·
@faststocknewss Politicians who bought $META: Ro Khanna, Michael McCaul, Julia Letlow, Cleo Fields, Gil Cisneros, Markwayne Mullin, and Rick Larsen.
English
0
0
0
1
FSMN
FSMN@faststocknewss·
Meta $META Q1 earnings: - Revenue: $56.31B vs $55.45B est, beat - EPS: $10.44 (includes $8.03B tax benefit) - Operating margin: 41% - Ad revenue: $55.02B - Family DAP: 3.56B, +4% YoY - Capex: $19.84B in Q1 Q2 revenue guide: $58-$61B vs $59.5B est. FY capex raised to $125-$145B. Total expenses $162-$169B. Headcount 77,986 as of March 31 - ahead of the May 20 layoffs.
English
2
5
18
5.8K
financefocus
financefocus@financefocus7·
@zerohedge Politicians who bought $META: Ro Khanna, Michael McCaul, Julia Letlow, Cleo Fields, Gil Cisneros, Markwayne Mullin, and Rick Larsen.
English
0
0
0
1
zerohedge
zerohedge@zerohedge·
*META SEES 2Q REV. $58B TO $61B, EST. $59.56B *META SEES FY CAPEX $125B TO $145B, SAW $115B TO $135B
English
14
22
178
135.3K
financefocus
financefocus@financefocus7·
@wallstengine Politicians who bought $META: Ro Khanna, Michael McCaul, Julia Letlow, Cleo Fields, Gil Cisneros, Markwayne Mullin, and Rick Larsen.
English
0
0
0
1
Wall St Engine
Wall St Engine@wallstengine·
$META Platforms Q1'26 Earnings Highlights 🔹 Revenue: $56.31B (Est. $55.36B-$55.5B) 🟢; UP +33% YoY 🔹 EPS: $10.44 (Est. $6.67) 🟢; UP +62% YoY 🔹 OI: $22.87B (Est. $19.4B) 🟢; UP +30% YoY 🔹 FY26 CapEx: $125B-$145B (Prior: $115B-$135B; Consensus: ~$125B) 🔹 DAP: 3.56B; UP +4% YoY Guide: 🔹 Q2 Revenue: $58B-$61B (Est. $59.5B) 🟡 🔹 FY26 Total Expenses: $162B-$169B; unchanged from prior outlook 🔹 FY26 Operating Income: Expected above 2025 operating income 🔹 FY26 Tax Rate: 13%-16% for remaining quarters Q1 Segment: 🔹 Advertising Revenue: $55.02B (Est. $54.4B) 🟢; UP +33% YoY 🔹 Family of Apps Revenue: $55.91B; UP +33% YoY 🔹 Family of Apps Operating Income: $26.90B; UP +24% YoY 🔹 Reality Labs Revenue: $402M; DOWN -2% YoY 🔹 Reality Labs Operating Loss: ($4.03B) (Est. Loss ~$5.0B) 🟢 Other Metrics: 🔹 Ad Impressions: UP +19% YoY 🔹 Avg. Price per Ad: UP +12% YoY 🔹 Headcount: 77,986; UP +1% YoY 🔹 CapEx: $19.84B 🔹 Operating Cash Flow: $32.23B 🔹 Free Cash Flow: $12.39B 🔹 Dividend & Equivalents: $1.35B 🔹 Cash, Equivalents & Marketable Securities: $81.18B Financials: 🔹 Costs & Expenses: $33.44B; UP +35% YoY 🔹 Operating Margin: 41% 🔹 Net Income: $26.77B; UP +61% YoY 🔹 Income Tax Benefit: $8.03B 🔹 EPS Impact From Tax Benefit: $3.13 🔹 Long-Term Debt: $58.75B CEO Commentary: 🔸 “We had a milestone quarter with strong momentum across our apps and the release of our first model from Meta Superintelligence Labs.” 🔸 “We're on track to deliver personal superintelligence to billions of people.” 🔸 FY26 CapEx outlook increased to $125B-$145B, reflecting higher component pricing and additional data center costs to support future year capacity 🔸 Meta continues to monitor active legal and regulatory matters, including EU and U.S. headwinds that could significantly impact business and financial results
Wall St Engine tweet mediaWall St Engine tweet media
English
20
90
467
116K
financefocus
financefocus@financefocus7·
@TrendSpider Politicians who bought $META: Ro Khanna, Michael McCaul, Julia Letlow, Cleo Fields, Gil Cisneros, Markwayne Mullin, and Rick Larsen.
English
0
0
0
1
TrendSpider
TrendSpider@TrendSpider·
$META Crushed on a Double Beat 💔 EPS: $7.31 vs $6.78 est REV: $56.311B vs $55.449B est CapEx range raised by $10 B 🟥 -4.35%
TrendSpider tweet media
English
36
23
392
66.9K
financefocus
financefocus@financefocus7·
@Barchart Politicians who bought $META: Ro Khanna, Michael McCaul, Julia Letlow, Cleo Fields, Gil Cisneros, Markwayne Mullin, and Rick Larsen.
English
0
0
0
1
Barchart
Barchart@Barchart·
BREAKING 🚨: $META Timberrrrrrrrrrrrrr 📉📉📉
Barchart tweet media
English
46
136
1.2K
123.1K
financefocus
financefocus@financefocus7·
@StockSavvyShay The only politicians to buy $AMZN this year are Gil Cisneros, John Fetterman, Jonathan Jackson, David Taylor and Ro Khanna.
English
0
0
0
1
Shay Boloor
Shay Boloor@StockSavvyShay·
$AMZN Q1 EARNINGS • Revenue $181.5B vs Est. $177.2B • EPS $2.78 vs Est. $1.64 • AWS Sales $37.6B vs Est. $36.7B • Operating Income $23.9B vs Est. $20.8B Q2 Guidance • Revenue $196B vs Est. $189B • Operating Income $22B vs Est. $23B FY26 Guidance • CapEx $200B vs Est. $200B
Shay Boloor tweet media
English
47
120
949
173.9K
financefocus
financefocus@financefocus7·
@zerohedge The only politicians to buy $AMZN this year are Gil Cisneros, John Fetterman, Jonathan Jackson, David Taylor and Ro Khanna.
English
0
0
0
1
financefocus
financefocus@financefocus7·
@wallstengine The only politicians to buy $AMZN this year are Gil Cisneros, John Fetterman, Jonathan Jackson, David Taylor and Ro Khanna.
English
0
0
0
1
Wall St Engine
Wall St Engine@wallstengine·
$AMZN | Amazon Q1’26 Earnings Highlights 🔹 Sales: $181.5B (Est. $176.98B-$177.3B) 🟢; +17% YoY 🔹 EPS: $2.78 (Est. $1.62-$1.63) 🟢 🔹 AWS Net Sales: $37.6B (Est. ~$36.8B) 🟢; +28% YoY 🔹 Operating Income: $23.9B (Est. $20.9B) 🟢; vs $18.4B in Q1’25 Q2 Guide: 🔹 Sales: $194.0B-$199.0B (Est. $189B) 🟢; +16% to +19% YoY 🔹 Operating Income: $20.0B-$24.0B (Est. $22.9B) 🟡; vs $19.2B in Q2’25 FY26 Guide: 🔹 CapEx: about $200B (Consensus $200B) 🟡 Segment Performance: 🔹 North America: Sales $104.1B; +12% YoY | Operating Income $8.3B vs $5.8B in Q1’25 🔹 International: Sales $39.8B; +19% YoY / +11% ex-FX | Operating Income $1.4B vs $1.0B in Q1’25 🔹 AWS: Sales $37.6B; +28% YoY | Operating Income $14.2B vs $11.5B in Q1’25 Other Metrics: 🔹 Chips Business: Exceeded $20B annual revenue run rate; growing triple-digit % YoY 🔹 Advertising: Over $70B in TTM revenue 🔹 Stores Unit Growth: +15%; highest since the tail end of covid lockdowns 🔹 AI Chips: Landed 2.1M+ AI chips over the past 12 months, more than half Trainium 🔹 NVIDIA GPUs: 1M+ to be deployed starting in 2026 🔹 Bedrock: Processed more tokens in Q1 than all prior years combined; customer spend +170% QoQ 🔹 Kiro: Developers more than doubled QoQ; enterprise customer usage increased nearly tenfold 🔹 Same-Day / Overnight Delivery: More than 1B items in 2026 and counting 🔹 Amazon Leo: 250+ satellites in orbit; 20+ additional launches planned over the next year Financials: 🔹 Net Income: $30.3B; vs $17.1B in Q1’25 🔹 Anthropic Investment Gains: $16.8B pre-tax gains included in non-operating income 🔹 Operating Cash Flow (TTM): $148.5B; +30% YoY 🔹 Free Cash Flow (TTM): $1.2B; vs $25.9B in TTM ended March 31, 2025 🔹 Purchases of Property & Equipment: +$59.3B YoY, primarily reflecting AI investments CEO Andy Jassy Commentary: 🔸 “We’re making customers’ lives easier and better every day across all our businesses, and their response is driving significant growth. AWS is growing 28% (our fastest growth in 15 quarters) on a very large base, our chips business topped a $20 billion revenue run rate (growing triple digits year-over-year), Advertising grew to over $70 billion in TTM revenue, and unit growth in our Stores reached 15% (the highest since the tail end of covid lockdowns). We also hit exciting milestones with delivery speed (more than 1 billion items same-day or overnight in 2026 and counting), Project Hail Mary (nearly $615 million at the box office to date and the second most successful non-sequel, non-franchise opening of recent memory), and Amazon Leo continues to resonate with prospective customers, with Delta Airlines the latest to sign on. We’re in the middle of some of the biggest inflections of our lifetime, we’re well positioned to lead, and I’m very optimistic about what’s ahead for our customers and Amazon.”
Wall St Engine tweet media
English
10
127
605
69.2K
financefocus
financefocus@financefocus7·
@DudeWhoInvests The only politicians to buy $AMZN this year are Gil Cisneros, John Fetterman, Jonathan Jackson, David Taylor and Ro Khanna.
English
0
0
0
1
financefocus
financefocus@financefocus7·
@gurgavin The only politicians to buy $AMZN this year are Gil Cisneros, John Fetterman, Jonathan Jackson, David Taylor and Ro Khanna.
English
0
0
0
3
GURGAVIN
GURGAVIN@gurgavin·
AMAZON EARNINGS JUST CAME OUT *AMAZON 1Q NET SALES $181.52B, EST. $177.23B ( BEAT ✅) *AMAZON SEES 2Q NET SALES $194.0B TO $199.0B, EST. $189.15B ( BEAT ✅) *AMAZON 1Q EPS $2.78, EST. $1.62 ( BEAT ✅) $AMZN
GURGAVIN tweet media
English
16
46
505
53K
financefocus
financefocus@financefocus7·
@faststocknewss The only politicians to buy $AMZN this year are Gil Cisneros, John Fetterman, Jonathan Jackson, David Taylor and Ro Khanna.
English
0
0
0
3
FSMN
FSMN@faststocknewss·
Amazon $AMZN Q1 earnings: - Revenue: $181.5B vs $177.3B est, beat Q2 sales guidance anticipates ~10bp unfavorable FX impact. More details incoming.
English
1
2
17
5.1K
financefocus
financefocus@financefocus7·
@Ashton_1nvests The only politicians to buy $AMZN this year are Gil Cisneros, John Fetterman, Jonathan Jackson, David Taylor and Ro Khanna.
English
0
0
0
2
TrendSpider
TrendSpider@TrendSpider·
$QCOM Down on a Double Beat EPS: $2.65 vs $2.56 est REV: $10.599B vs $10.593B est 🟥 -3.36%
TrendSpider tweet media
English
17
15
136
38.6K
financefocus
financefocus@financefocus7·
@zerohedge The only politicians to buy $AMZN this year are Gil Cisneros, John Fetterman, Jonathan Jackson, David Taylor and Ro Khanna.
English
0
0
0
4
zerohedge
zerohedge@zerohedge·
*AMAZON 1Q NET SALES $181.52B, EST. $177.23B *AMAZON 1Q OPER INCOME $23.85B, EST. $20.75B *AMAZON 1Q AWS NET SALES $37.59B, EST. $36.68B *AMAZON SEES 2Q NET SALES $194.0B TO $199.0B, EST. $189.15B
English
21
39
301
167.1K
financefocus
financefocus@financefocus7·
@StockMKTNewz The only politicians to buy $AMZN this year are Gil Cisneros, John Fetterman, Jonathan Jackson, David Taylor and Ro Khanna.
English
0
0
0
4
FSMN
FSMN@faststocknewss·
Qualcomm $QCOM Q2 earnings: - Revenue: $10.60B, in line with estimates - Adjusted EPS: $2.65 vs $2.56 est, beat - QCT revenue: $9.08B vs $9.21B est, miss Q3 guidance below estimates: revenue $9.2-$10.0B vs $10.27B est, adjusted EPS $2.10-$2.30 vs $2.45 est. Navigating a "challenging memory environment." Expects Chinese handset revenue to bottom in Q3 and return to sequential growth in Q4. Leading hyperscaler custom silicon engagement on track for initial shipments later this year. Investor day June 24 to cover data center and physical AI opportunities.
English
2
3
20
5.2K