Tag: facebook

The good and the bad

Google Q1 2022 Another solid quarter for Google as they delivered revenue growth of 23% year over year (YoY) from $55.3b to $68b.  Let’s dive deeper into its two main revenue segments: (1) Google Services and (2) Google Cloud. (1) Google Services The war in Europe resulted in a pullback in advertiser spend on YouTube.“In terms of revenues, the most direct impact is the fact ...

Today, Meta released its Q4 2021 earnings and this is what happened: Despite beating revenue estimates, the company missed on EBIT and EPS estimates. The operating margins compression was largely a result of a temporary increase in general & administrative expenses (primarily legal related expenses which tends to be lumpy) and to a lesser extent a mild increase in R&D and marketing expenses , which ...

Earnings Highlight (Italics are my comments) Revenue increased 56% year-over-year (YOY) to $28.6 billion. Amazing how long of a runway they have on their advertising business alone, and they have many optionalities embedded within the business (e.g. AR/VR, payments, commerce)Operating income increased 107% YOY to $12.4 billion Largely from operating leverage, as their cost on security and R&D spreads over a large pool. Facebook’s operating ...

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Hi Everyone! Catch the replay of my interview on Stock Geek Out with Reggie and Thomas Thio at The Financial Coconut. We discussed about the current market environment, my investing philosophy and went over investment ideas such as Facebook, Twilio, and Alibaba! Enjoy! https://www.youtube.com/watch?v=4FmgZkBz8SU

Dear Readers, Catch the replay of my interview on Your Money with Michelle Martin on MoneyFM 89.3. We discussed how I started my investing journey, what are compounders and went over investment ideas such as Starbucks, Twilio, Facebook, iFast, and Bilibili. Enjoy!

Increased engagement due to shelter-in-place measures but some of this increased engagement will be lost once measures are relaxed in the future. Engagement increased by ~10% YOY across all measurements, compared to ~7% in the previous period. Demonstrating that Facebook's attractiveness as a platform for users to connect with their friends and family.