StoxPlot

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StoxPlot

StoxPlot

@stoxplot

🎨Follow to get a visual card of income statements every single day. 📈Small crew in NYC. 🎭Entertainment only, DYOR!

New York, NY Entrou em Nisan 2025
1 Seguindo66 Seguidores
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StoxPlot
StoxPlot@stoxplot·
Samsung Q1 ’25: sales 79.1 T KRW (+10 % YoY). Phones/TVs (DX) still rule at 51.7 T, while chips/foundry (DS) add 25.1 T (+9 %). 36 % gross margin prints 28.1 T. Opex 21.4 T → op profit 6.7 T (8 %). Net hits 8.2 T (10 %). R&D 9 T—11 % of revenue. 👉Follow for more!
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StoxPlot@stoxplot·
Remote in: $Roku Q1’25: 💰 Revenue $1.02B (+16% YoY) 📺 Platform ads $881M (+17%, 53% GM) 🛠️ Hardware $140M (-14% GM) 💵 Gross profit 44¢/$ 💸 Opex $503M 📉 Op loss –$58M (-6%) 👀 Eyeballs up, profits buffering
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StoxPlot@stoxplot·
Target $TGT Q1 FY25 cart: 💰Sales $23.8B (-3% YoY) 🥫Food&bev $5.9B (+1%) 👗Apparel $3.7B (-7%) 💵Gross margin 28¢/$ 🏦Op profit $1.5B (6%) 📈Net $1B (4%) ✂️Leaner SG&A lifts margins
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StoxPlot@stoxplot·
Tencent $TCEHY Q1’25: 💰Revenue ¥180B (+13% YoY) 🎮Gaming ¥59.5B (+24%) 👥Social ¥32.6B (+7%) 📢Ads ¥31.9B (+20%) 💳 Fintech/cloud ¥54.9B (+5%) 🏦Gross margin 56%→ Op profit ¥57.6B (32%) 📈Net ¥49.7B (28%) 🔬R&D ¥18.9B (11% rev)
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StoxPlot@stoxplot·
$EA ’s Q4 FY25 scoreboard: 🎮 Revenue $1.9B (+7% YoY) 🕹️ Consoles $1.2B (+13%) 💰 Live-service $1.5B (81% GM) 🛒 Full-game $0.4B (+31%) ⚙️ R&D 36% of sales 📈 Op margin 21% 🏦 Net $0.3B (13%)
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StoxPlot@stoxplot·
Best Buy ($BBY) Q1 FY26: 💰Sales $8.8B (-1% YoY) 💻Laptops & phones +6% 📺TV -4% 🧊Appliances -9% 💵Gross profit $2.0B (23¢/1$) ⚖️Op & net profit $0.2B (2% margin +1 pp YoY)
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StoxPlot@stoxplot·
NetEase Q1’25: 💰Revenue $4.0B (+7% YoY) 🎮Games $3.3B (+12% 69% GM) 🎵CloudMusic -8% 🏦Gross profit $2.5B (64%) 🔧Op margin 36% (+8pp) 📈Net profit $1.5B (37%)
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StoxPlot@stoxplot·
Cloudflare ($NET) Q1’25: 💰Revenue $479M (+27%YoY) 🇺🇸US $235M, APAC +54% 🏦Gross margin 76% ($364M) 💸S&M 45%+ R&D 24% 📉Op loss –$53M (–11%) 🌐Customers 251k (+27%) 💼$100k+ logos 3,527 (+23%)
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StoxPlot@stoxplot·
$PDD Q1’25: 💰Revenue $13.2B (+10%YoY) 📢Ads $6.7B>🛍️Fees $6.5B 💵Gross profit $7.5B (57%) 🚀S&M spend $4.6B 🏦Op profit $2.2B (17%) 📊Net $2.0B (15% YoY)
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brenon
brenon@brenondaly·
I'm sure somebody knows ... which company has lowest customer satisfaction ratings: Groupon, Live Nation or new #IPO Gogo? $GRPN $LVY $GOGO
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StoxPlot@stoxplot·
@leadlagreport Their sales were down for a few quarters, although having a healthy margin. Take a look at my profile.
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StoxPlot@stoxplot·
@FastMarketNews Is this true? Take a look at their performance on my profile.
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FMN - FastMarketNews
FMN - FastMarketNews@FastMarketNews·
TRUMP SIGNS EXEC ORDER TO FIGHT TICKET SCALPING $LVY
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Robert Reich
Robert Reich@RBReich·
Live Nation/Ticketmaster is a monopoly, which is why it can get away with providing awful service, charging exorbitant prices, and tacking on fees as high as 75% of the ticket price. The DoJ will announce an antitrust lawsuit against the company this week. This is a big deal.
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Wwoahjack
Wwoahjack@WwoahJack·
$LVY Live nation down $6.66 yesterday after the Astroworld tragedy! The devil loves a dip!
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Evan
Evan@StockMKTNewz·
Walmart $WMT is now testing Dark Stores These locations will resemble retail stores but are closed to the public and are an attempt to speed up online deliveries - Bloomberg
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Beth Kindig
Beth Kindig@Beth_Kindig·
Barclays says that its channel checks showed Nvidia’s $NVDA Blackwell capacity reaching ~30,000 wafers in June, or ~450,000 GPUs at 15 chips per wafer.
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Value Sense
Value Sense@ValueSense_io·
$HOOD JUST CROSSED $80 🤯
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StoxPlot
StoxPlot@stoxplot·
Live Nation ($LYV) Q1’25: 🎟️Sales $3.4B (-11%YoY) 🎸Concerts $2.5B with 0% margin 💳Ticketing $0.7B with 36% margin 🤝Sponsorship $0.2B with 63% margin 📈Gross margin 33% via cost cuts 📉Net $46M (1%)
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StoxPlot@stoxplot·
SentinelOne Q1 FY26 ($GIL): 💰Revenue $229M (+23%YoY) 📈Gross margin 75% 🛠️S&M 58% +R&D 32% 📉Op loss –$87M (–38%) 🔄ARR $948M (+24%) 🏆Big customers 1,459(+22%)
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