|
|
|
|
|
|
|
|
|
30.04.26 - 03:06
|
Alphabet, Amazon Outpace Meta in AI During Earnings Bonanza (Bloomberg)
|
|
|
A frenzied day of earnings reports offered a glimpse at how some of the world's biggest tech companies are doing in artificial intelligence. The upshot: Alphabet Inc.'s Google is seeing a clear payoff from its AI spending, while Meta Platforms Inc. is lagging behind....
|
|
|
|
|
|
|
|
|
|
|
|
|
30.04.26 - 02:06
|
Meta Shares Fall as Investors Weigh Tech Prospects (Bloomberg)
|
|
|
Meta Platforms Inc. raised its spending outlook for the year, projecting full-year capital expenditures of $125 billion to $145 billion, driven by its AI strategy and higher component pricing. Bloomberg's Sandeep Singh has the latest. (Source: Bloomberg)...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
29.04.26 - 23:33
|
Meta Plunges After Boosting Capex Outlook Again On "Higher Component Pricing" (ZeroHedge)
|
|
|
Meta Plunges After Boosting Capex Outlook Again On "Higher Component Pricing"
The last of the giga-caps to report today, the increasingly more misnamed Meta Platforms, had some good news to report for the just completed Q1. It also had bad news, and judging by the plunge in the stock price, the market is focusing on the latter.
First, the good news: the company reported revenue and EPS both of which beat estimates, and guided Q2 revenues which came in roughly in line with estimates. Here is the breakdown.
EPS $10.44 vs. $6.43 y/y, and beating estimates of $6.66; one note: the EPS print included a $8.03BN income tax benefit recognized in the first quarter of 2026. Excluding this benefit, EPS would have been $3.13 lower or $7.31 (at a 37 effective tax rate)
Revenue was also solid across the board
Revenue $56.31 billion, +33% y/y, beating estimate $55.51 billion
Advertising rev. $55.02 billion, +33% y/y, beating estimate $54.16 billion
Family of Apps revenue $55.91 billion, +33% ...
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
