$SOFI SoFi Q1 FY24:

• Members +44% to 8.1M.
• Products +38% to 11.8M.
• Deposits +$16% Q/Q to $21.6B.

• Revenue +37% Y/Y to $645M ($21M beat).
• Adj. EBITDA $144M (25% margin, +8pp Y/Y).
• GAAP EPS $0.02 ($0.01 beat).

FY24 Adj. EBITDA Outlook ~$585M (+$10M).

$GOOG Alphabet Q1 FY24:

• Revenue +15% Y/Y to $80.5B ($1.8B beat).
• Operating margin 32% (+7pp Y/Y).
• EPS $1.89 ($0.38 beat).

☁️ Google Cloud:
• Revenue +28% Y/Y to $9.6B.
• Operating margin 9% (+7pp Y/Y).

▶️ YouTube ads +21% to $8.1B.

$AMZN Amazon launches new grocery delivery subscription offers.

🌆 3,500 cities.
🏷️ $9.99/month for Prime members.
📦 Unlimited delivery on orders > $35.
🛒 Amazon Fresh, Whole Foods, and more.
⏰ Priority access to Recurring Reservations.

$CART Instacart is down ~6%.

$META Meta Q1 FY24:

👨‍👩‍👧‍👦 Daily active people +7% Y/Y to 3.2B.
👀 Ad impressions +20% Y/Y.

• Revenue +27% Y/Y to $36.5B ($0.2B beat).
• Operating margin 38% (+13pp Y/Y).
• FCF margin 34% (+10pp Y/Y).
• EPS $4.71 ($0.39 beat).
• FY24 Capex $35-40B ($30-$37B prev.)

Roblox has 72 MILLION users. 👀

Yet, $RBLX is still misunderstood.

▶️ More like YouTube or Fortnite?

We reveal:

📈 THE growth metric
🤯 Mind-blowing user facts
🔍 One misleading financial metric
🧑‍💻 The secret driving the ecosystem

Full video ⬇️
youtube.com/watch?v=O4Nrxf…

$GOOG Google Cloud visualized.

$V Visa Q2 FY24 (ending in March):

• Revenue +10% Y/Y to $8.8B ($0.2B beat).
• Operating margin 61% (-6pp Y/Y).
• Non-GAAP EPS $2.51 ($0.08 beat).

Fx neutral:
• Payment volume +8% Y/Y.
• Cross-border volume +16% Y/Y.
• Processed transactions +11% Y/Y.

Stay tuned for our review of Google's earnings.

Join 100,000+ subscribers receiving it in their inbox. ⬇️
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$SAP SAP Q1 FY24:

• Cloud backlog +27% Y/Y to €14.2B.
• Restructuring €2.2B.
• Revenue +8% to €8.0B.
• Cloud revenue +20% to €3.7B.
• Non-IFRS EPS +8% Y/Y to €0.81.

Outlook reaffirmed:
• FY24: €17.0 to €17.3B (+25% Y/Y).

$SNOW Snowflake launches Artic, a new LLM.

A breakthrough in efficient Enterprise AI?

🤖 Excels in SQL generation & coding, even with a modest training budget.

🔓 Apache 2.0 license offers unprecedented access to weights, code, & research data.

🏷️ Could lower the cost barrier…

$TSLA Tesla scores a major win in China.

🚘 Crucial approvals for self-driving tech.
🤝 Premier Li smooths regulatory path.
🔒 Data security concerns addressed.
🗺️ Baidu deal brings high-res maps.

$MSFT Microsoft Q3 FY24 (ending in March):

• Revenue +17% Y/Y to $61.9B ($1.0B beat).
• Gross margin 70% (+0pp Y/Y)
• Operating margin 44% (+2pp Y/Y).
• EPS $2.94 ($0.11 beat).

☁️ Azure +31% fx neutral.

$TSLA Tesla Q1 FY24:

• Deliveries -9% Y/Y to 386K.
• Revenue -9% Y/Y to $21.3B ($1.0B miss).
• Gross margin 17% (-2pp Y/Y).
• Operating margin 5% (-6pp Y/Y).
• Capex +34% Y/Y to $2.8B.
• Free cash flow (outflow) ($2.5B).
• Non-GAAP EPS $0.45 ($0.05 miss).

Begging doesn’t work

Getting mad at the system doesn’t work

What works is being at least a little qualified on paper

And leveraging numbers

We’re in the 1k job app economy

Get in or get left behind

Our review of $META's Q1 FY24 is out!

Videos make up 60% of the time spent on Instagram and Facebook. 👀

🤖 Meta AI
🤳 TikTok bill
🥽 Horizon OS
🧵 Threads update
📊 Financials visualized
👨‍👩‍👧‍👦 Users and ARPP trends
appeconomyinsights.com/p/meta-the-ant…

Segundo o 'App Economy Insights' e 'Appfigures', 'GTA: San Andreas' foi jogo mais baixado no Netflix Games no primeiro trimestre de 2024.

• Ao todo, o jogo já acumula em torno de 12 milhões de downloads até o momento (5.2M somente no 1° trimestre deste ano).

• Com relação ao…

Stay tuned for our review of $META's earnings delivered straight to your inbox!

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