Thoughts on Twilio’s Q1 2022 results
Some quick hits on Twilio’s Q2 2022 earnings: Strong revenue growth despite coming off a strong Q2 2021. Revenue came in at $875.4m, up 48% year-on-year (YoY), including $32.2 million…
Big Tech Earnings Round Up: Google, Facebook and Amazon
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…
Netflix Down 25.8% After Hours?!
Meta Is Down 23% Post-Market, What Happened?
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…
Twilio is Back at Pre-COVID valuations?
Our very first company covered is Twilio, led by the visionary founder CEO Jeff Lawson. When the report was released, the company was great but the valuations were pricey. Today,…
Has The Investment Thesis for Alibaba Turned Sour?
This quarter is important because it is the first quarter where they feel the full impact of the new regulations. And I’m looking for signs as to whether the regulations…
Tencent’s Large “Donation”, Should Investors Be Concerned?
Facebook Q2 2021 Earnings Breakdown
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…
Top 3 Things About The Latest China Regulations
1. All Platforms Must Open Up! The Ministry of Industry and Information Technology (MIIT) announced that in the next 6 months, they were looking to rectify the following problems in…
Twilio Q1 2021 earnings update
Facebook’s Q1’20 Earnings Update