$META (-4,37 %)

$MSFT (-3,8 %)

Don't bet against Mark and Satya...

$META (-4,37 %)

• Sales: USD 47.52 billion (estimated USD 44.83 billion) ✅ ; increase of +22 % compared to the previous year
• Earnings per share: USD 7.14 (estimated USD 5.89) ✅ ; increase of +38% compared to the previous year
• Operating result: USD 20.44 billion (estimated USD 17.24 billion) ✅ ; increase of +38% compared to the previous year
• Capital expenditure in FY25: USD 66-72 billion (previously: USD 64-72 billion; estimate: USD 67.8 billion)

Q2 segment::

• Advertising revenue: USD 46.56 billion (estimated USD 44.07 billion) ✅
• Revenue of the app family: USD 47.15 billion (estimated USD 44.40 billion) ✅
• Operating result of the app family: USD 24.97 billion (estimated USD 22.16 billion) ✅
• Revenue of Reality Labs: USD 370 million (estimated USD 386 million) ❌
• Operating loss of Reality Labs: (USD 4.53 billion) (estimated loss USD 4.86 billion) ✅

Other metrics:

• Daily active persons (DAP): 3.48 billion; up 6% year-on-year
• Ad impressions: Increase of +11 % compared to the previous year
• Average price per ad: +9 % compared to the previous year
• Number of employees: 75,945; increase of 7 % compared to the previous year
• Capital expenditure: USD 17.01 billion
• Free cash flow: USD 8.55 billion
• Share buy-backs: USD 9.76 billion
• Dividends and equivalents: USD 1.33 billion
• Cash and cash equivalents: USD 47.07 billion

Comments:

➡️ "We had a strong quarter both commercially and socially." - CEO Mark Zuckerberg

➡️"I'm looking forward to building a personal superintelligence for everyone in the world."

➡️ Expense guidance for the financial year reduced; expected to grow 20-24% year-on-year

➡️ Cost growth in FY26 expected to be higher due to infrastructure and remuneration

➡️ Capital expenditure for FY2026 expected to increase again to support scaling of AI

➡️ Regulatory risks in the EU could significantly impact sales this year

#earnings
#earningsreport
#earningsseason

$META (-4,37 %)
$MSFT (-3,8 %)

$META (-4,37 %) +10%. I'll treat myself to a glass of Laphroaig

An important earnings week is coming up. Companies like $META (-4,37 %)
$MSFT (-3,8 %)
$MO (-1,6 %) will be releasing quarterly earnings.

I closed stock position completely again but I reinvested the money again

#investeren
#aandelen
#dividend

https://youtu.be/RBYUJTg7CuQ?si=PNlX1RaE-vORHAt-

$HEIA (-2,21 %)
$EL (-1,22 %)
$NUE (-4,56 %)
$CDNS (-3,72 %)
$WM (-1,33 %)
$MSFT (-3,8 %)
$V (-3,35 %)
$OR (-2,69 %)
$AZN (+0,16 %)
$MRK (+0,15 %)
$PG (-1,22 %)
$SBUX (-4,3 %)
$BCS (-3,49 %)
$META (-4,37 %)
$BABA (-4,45 %)
$QCOM (-0,57 %)
$AIR (-3,78 %)
$HSBC (-1,4 %)
$GSK (-1,27 %)
$MBG (-2,03 %)
$F (-4,01 %)
$AAPL (-5,14 %)
$AMZN (-7,55 %)
$MA (-2,45 %)
$7203 (-1,65 %)
$SHEL (-1,49 %)
$005930
$SNY (+1,75 %)
$CMCSA (-4 %)
$COIN (-12,41 %)
$NET (-8,55 %)
$XOM (-3,35 %)
$CVX (-1,89 %)
$CS (-7,32 %)
$NTDOY (-2,7 %)
$CL (-2,37 %)
$DTG (-2,19 %)
$UNH (-6,32 %)

I would like to $HOOD (-4,23 %) liquidate my position completely. I have been able to take a few good percentages from the hype but do not see any further major development in the future.

I would like to invest the money in one of 3 companies where I am already invested either $MSFT (-3,8 %), $AMZN (-7,55 %) or $META (-4,37 %).

What do you think about this decision and which of the 3 companies would you choose?

With the departure of an important AI manager from $AAPL (-5,14 %) to $META (-4,37 %) I have decided to sell my Apple shares. Apple has been trying to get a foot in the door with AI for months ... but it doesn't look too rosy.

If you believe high-ranking Apple employees, this prominent departure of Ruoming Pang could set off a chain reaction. Numerous AI engineers have already announced their intention to leave the company. Meta and Co. will be pleased.

Zuckerberg in particular is opening his wallet wide to recruit AI experts. Will this be successful? We will find out!

I myself have been using Apple products for years and am also very satisfied, but AI will be a mega topic in the coming years, and there are other companies that are far better positioned.