財報過三關 MSFT SNAP MRVL

樓豬onto

snap

Snap點部署好
開巿就走？

有食唔食，罪大惡極

不過我估韭菜巴會hold一陣

今次個財報好靚仔

已經達成目標至少過一關，此po議員

SNAP GUIDANCE: Q4
- Guides revenue $1.51B to $1.56B, EST $1.56B
- Guides revenue +11% to +15%
- Guides ADJ EBITDA $210M to $260M, EST $233M
- Guides daily active users about 451M, EST 448.63M
F/Y GUIDANCE
- Still sees ADJ operating expenses $2.43B to $2.53B
RESULTS: Q3
- Revenue $1.37B, +15% y/y, EST $1.36B
- North America revenue $857.6M, +9.1% y/y, EST $865.5M
- Europe revenue $248.9M, +24% y/y, EST $238.9M
- Rest of the world revenue $266.1M, +32% y/y, EST $251M
- ADJ EPS $8.00 vs. $2.00 y/y, EST $5.10
- ADJ EBITDA $132.0M vs. $40.1M y/y, EST $90.6M
- Daily active users 443M, +9.1% y/y, EST 441.16M
- North America daily active users 100M, -1% y/y, EST 100.16M
- Europe daily active users 99M, +4.2% y/y, EST 97.96M
- Rest of world daily active users 244M, +16% y/y, EST 242.75M
- Average rev. per user $3.10, +5.8% y/y, EST $3.08
- North America average revenue per user $8.54, +9.2% y/y, EST $8.63
- Europe average revenue per user $2.52, +19% y/y, EST $2.44
- Rest of world average revenue per user $1.09, +14% y/y, EST $1.05
- Free cash flow $71.8M vs. negative $60.7M y/y, EST $44M
- Number of employees 4,800, -11% y/y, EST 4,930

美國巿場玩完？

隻snap目標價幾多?

有咩啟示

damn 盤前已經升咁多
開市入係咪冇得賺

唔識，淨係知開完財報會升

走左講聲



等我入

今晚走，賭MSFT er

on watch list

不如賭U CLOV WOLF

點解

想賭MSFT因為buy side質疑AI capex效益，另外認為Azure成長率加速應該要等一排，其實本身入定咗MSFT，打算SNAP賭完啲錢轉去MSFT。但尋晚GOOG er cloud 業務表現超預期，某程度上減輕咗AI支出concern，睇落已經ER前升定先，唔知ER後仲有幾多肉食

Snap 似開市仲有一波升

snap $12 sold

入！

魚尾留畀你

垃圾樓豬賣完繼續升

條魚尾原來係鯨魚尾黎