Puestos
4Which cybersecurity stock do you think has the deepest moat?
I honestly understand the difference between
$AKAM (+2,87 %)
$ZS (+2,03 %)
$NET (+1,66 %)
$CRWD (+4,33 %)
$PANW (-4,22 %)
and $FTNT (-1,23 %) not quite.
I personally opted for Fortinet because its fundamentals look the healthiest.
𝗴𝗲𝘁𝗾𝘂𝗶𝗻 𝗱𝗮𝗶𝗹𝘆 𝟬𝟰.𝟬𝟱.𝟮𝟬𝟮𝟮
Hello getquinners!
Plenty of stuff going on today, and this week in general. Here’s a snapshot of what went on in the markets and beyond!
𝗚𝗲𝗿𝗺𝗮𝗻𝘆🇩🇪:
1. Meta faces years of competition supervision in Germany
Meta $FB (+0 %) is the next tech giant to fall under a special competition abuse control regime in Germany. Regulators are now empowered to take faster action against competition concerns linked to Meta’s operations. According to said regulators, Meta $FB (+0 %) have not sought to appeal the designation, but Meta themselves say they disagree with some of the findings.
🟥 $FB (+0 %) Meta Platforms Inc, $207.66 (🔽-2.06%)
Article: https://tcrn.ch/3sdzrLP
𝗘𝘂𝗿𝗼𝗽𝗲🌍:
2. EU proposes ban on Russian oil
The European Union is set to unveil its toughest sanction yet on Russian oil. Oil prices have jumped as a result of this. Plans are to phase out Russian rude within six months and refined products by the end of the calendar year.
🟩 Oil (Brent Crude), $108.83/barrel (🔼+3.68%)
More details on the sanctions: https://reut.rs/3LI86sB
𝗔𝗺𝗲𝗿𝗶𝗰𝗮𝘀🌎:
3. Twitter could become paid for businesses and governments
Tech billionaire, Tesla $TSLA (+4,72 %) CEO, and soon to be Twitter $TWTR owner has said that businesses and governments may have to pay to use Twitter. It remains unclear how and how much they would be charged, and whether certain groups, such as non-profits and journalists would be exempt from these fees. However, it will remain free for “casual users”
🟥 $TWTR Twitter Inc, $48.65 (🔽-0.41%)
Interested in his plans? Read more: https://cnb.cx/3w7g4VX
𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 𝗖𝗮𝗹𝗹𝘀🗣:
1. Airbnb
🟩 Loss per share: -$0.01 vs $0.24 expected (+94.23%)
🟩 Revenue: $1.51bn vs $1.45bn expected (+3.89%)
Airbnb $ABNB (+4,34 %) expects a strong summer following many restrictions worldwide being lifted. Revenues in the first quarter were 70% higher than Q1’21, despite lingering pandemic concerns, “macroeconomic headwinds” and the war in Ukraine, the company said.
2. Starbucks
🟥 Earnings per share: $0.59 vs $0.60 expected (-0.88%)
🟩 Revenue: $7.64bn vs $7.60bn expected (+0.44%)
Starbucks $SBUX (+2,41 %) suspended its outlook for fiscal 2022 due to Covid lockdowns in China, where same-store sales sank 23% in the quarter, however their revenues topped Wall Street’s estimates nevertheless.
3. Uber
🟩 Loss per share: -$0.10 vs -$0.11 expected (+15.79%)
🟩 Revenue: $6.85bn vs $6.10bn expected (+12.31%)
Uber $UBER (+2,66 %) reported surging revenue, as they recover from their pandemic lows. Both mobility and delivery revenues soared, while mobility revenues finally surpassed delivery revenues (Uber Eats). Despite this, they reported a loss, primarily due to equity investments in Grab, Aurora and Didi.
4. Moderna
🟩 Earnings per share: $8.58 vs $5.21 expected (+64.68%)
🟩 Revenue: $6.07bn vs $4.62bn expected (+12.31%)
Both Q1 2022 sales and net income increased threefold increase over the same period last year for the biotech company, Moderna $MRNA (+7,2 %) . Shares soared by more than 7% in premarket trading today.
𝗦𝘁𝗼𝗰𝗸𝘀 𝗼𝗳 𝘁𝗵𝗲 𝗱𝗮𝘆:
🟩 TOP, $SBUX (+2,41 %) Starbucks Corp (🔼+5.45%)
🟥 FLOP, $AKAM (+2,87 %) Akamai Technologies Inc (🔽-11.96%)
🟩 Most searched, $BAS (+1,02 %) BASF SE (🔼+3.38%)
🟩 Most traded, $BAS (+1,02 %) BASF SE (🔼+3.38%)
🟥 S&P500 (🔽-0.42%)
🟥 DAX (🔽-0.17%)
🟩 $BTC (+1,58 %) Bitcoin ₿, $38,775.00 (🔼+2.79%)
Time: 17:00 CEST
Did you know that if you bought $100 worth of shares in Microsoft in 1986, it would be worth roughly $46,400 today?
𝗴𝗲𝘁𝗾𝘂𝗶𝗻 𝗗𝗮𝗶𝗹𝘆 𝗦𝘂𝗺𝗺𝗮𝗿𝘆 𝟬𝟰.𝟬𝟱.𝟮𝟬𝟮𝟮
Hello getquin,
today the quarterly results of Airbnb, Starbucks, Moderna and Uber were presented. We also talk about Meta, oil and Twitter.
𝗗𝗲𝘂𝘁𝘀𝗰𝗵𝗹𝗮𝗻𝗱🇩🇪:
1. 𝘔𝘦𝘵𝘢 𝘴𝘵𝘦𝘩𝘵 𝘷𝘰𝘳 𝘦𝘪𝘯𝘦𝘳 𝘫𝘢𝘩𝘳𝘦𝘭𝘢𝘯𝘨𝘦𝘯 𝘴𝘵𝘳𝘦𝘯𝘨𝘦𝘳𝘦𝘯 𝘒𝘢𝘳𝘵𝘦𝘭𝘭𝘢𝘶𝘧𝘴𝘪𝘤𝘩𝘵 𝘪𝘯 𝘋𝘦𝘶𝘵𝘴𝘤𝘩𝘭𝘢𝘯𝘥
Meta is the next tech giant to fall under a special anti-competitive abuse control regime in Germany. The designation, which is valid for five years, empowers the regulator, the Bundeskartellamt (BKartA), to respond more quickly to competition concerns related to Meta's activities by imposing operational conditions to correct antitrust violations.
🟥 US30303M1027, €198.50 (🔽 -0.85%)
More on Meta and antitrust oversight: https://tcrn.ch/38Pwl9I
𝗘𝘂𝗿𝗼𝗽𝗮🌍:
1. oil𝘭𝘱𝘳𝘦𝘪𝘴𝘦 𝘴𝘵𝘦𝘪𝘨𝘦𝘯
Oil prices jumped Wednesday as the European Union, unveiled plans to phase out imports of Russian crude, offsetting demand concerns from China, the main importer. Brent crude futures rose $3.99, or 3.8%, to $108.96 a barrel. West Texas Intermediate crude futures rose $4.05, or 4%, to $106.46 a barrel.
🟩 Oil price in dollars (Brent) per barrel, $108.93(🔼 +3.35%).
More on the reasons for rising oil prices here: https://reut.rs/3LNNdN0
𝗪𝗲𝗹𝘁🌎🌏🌍:
1. 𝘔𝘶𝘴𝘬 𝘴𝘢𝘨𝘵, 𝘥𝘢𝘴𝘴 𝘜𝘯𝘵𝘦𝘳𝘯𝘦𝘩𝘮𝘦𝘯 𝘶𝘯𝘥 𝘙𝘦𝘨𝘪𝘦𝘳𝘶𝘯𝘨𝘦𝘯 𝘮ö𝘨𝘭𝘪𝘤𝘩𝘦𝘳𝘸𝘦𝘪𝘴𝘦 𝘧ü𝘳 𝘥𝘪𝘦 𝘕𝘶𝘵𝘻𝘶𝘯𝘨 𝘷𝘰𝘯 𝘛𝘸𝘪𝘵𝘵𝘦𝘳 𝘣𝘦𝘻𝘢𝘩𝘭𝘦𝘯 𝘮ü𝘴𝘴𝘦𝘯
Elon Musk has said that businesses and governments will soon have to pay a "small cost" to use Twitter, just weeks after announcing that he plans to buy the social media platform for $44 billion. The tech billionaire, who is also CEO of Tesla and SpaceX, added in a post late Tuesday that the platform will continue to be free for "casual users." It's unclear how much Musk wants to charge businesses and governments, or whether certain groups such as nonprofits and journalists will be exempt from fees.
🟥US90184L1026, PRICE (🔼🔽 -0.93%)
Interested in the consequences? https://cnb.cx/3w70zwY
𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻:
Apartment rental company Airbnb is making a strong comeback after its business slumped during the Corona crisis. In the first quarter of 2022, revenues grew 70 percent year-on-year to $1.5 billion (€1.4 billion), the company reported after the US close.
LPS: 🟩-0.24$ expected vs -0.01$ reported; variance: +94.23%.
Revenue: 🟩$1.45bn expected vs $1.51bn reported; variance: +3.89%
Source: https://bit.ly/3KCAZoY
Starbucks on Tuesday lifted its fiscal 2022 forecast as covid closures in China hurt international sales. Still, strong demand in the U.S. offset sharp declines in China, and the company's quarterly revenue beat Wall Street estimates. Shares rose 5% in extended trading after the report.
EPS: 🟥 $0.6 expected vs $0.59 reported; variance: -0.88%.
Revenue: 🟩 $7.6 billion expected vs $7.64 billion reported; variance: +0.44%
Source: https://cnb.cx/3KKzSUd
Uber reported rising first-quarter revenue on Wednesday. The ride-sharing company said it has recovered from its coronavirus slump and does not need to make "significant" investments to keep drivers on the platform. However, the company also reported a $5.9 billion loss, largely due to the revaluation of investments. Shares fell more than 10% after the stock market opened.
LPS: 🟩$-0.11 expected vs $-0.10 reported; variance: +15.79%.
Revenue: 🟩 $6.1 billion expected vs $6.85 billion reported; variance: +12.31%
Source: https://cnb.cx/3KWxOc1
Moderna sold $5.9 billion of its Covid vaccine in the first quarter, beating revenue and profit expectations. Shares of the biotech company rose more than 7% in premarket trading Wednesday. Moderna maintains its full-year guidance of $21 billion for the Covid vaccine.
EPS: 🟩$5.21 expected vs $8.58 reported; variance: +64.68%.
Sales: 🟩 $4.62 billion expected vs $6.07 billion reported; variance: +12.31%
Source: https://cnb.cx/384Pd4K
𝗦𝘁𝗼𝗰𝗸 𝗼𝗳 𝘁𝗵𝗲 𝗱𝗮𝘆:
🟩 TOP, $SBUX (+2,41 %) Starbucks Corp (🔼+5.45%).
🟥 FLOP, $AKAM (+2,87 %) Akamai Technologies Inc (🔽-11.96%)
🟩 Most searched, $BAS (+1,02 %) BASF SE (🔼+3.38%)
🟩 Most traded, $BAS (+1,02 %) BASF SE (🔼+3.38%)
🟥 S&P500 (🔽-0.42%)
🟥 DAX (🔽-0.17%)
🟩 $BTC (+1,58 %) Bitcoin ₿, $38,775.00 (🔼+2.79%)
FunFact of the day: if you bought Microsoft stock for $100 in 1986, it would be worth about $46,400 today.
What's your take on the quarterly numbers? What do you think of Musk's plan?
What do you think about AKAMAI? They produce digital security and cloud products. Also they have a product against scraper and bots. I think this will become more and more important in the future. They cost websites a lot of resources. What is your opinion about AKAMAI?
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