【Options Strategy】Microsoft, Google, META, Amazon Q2 earnings preview

OptionsTutor
2023-07-20

$Microsoft(MSFT)$

Microsoft is scheduled to report earnings on 25-Jul-2023. The last time Microsoft reported earnings on 25-Apr-202, the stock decreased by 7.2%.

As you can see from the table below, MSFT shares have moved higher in the immediate aftermath of earnings 6 out of 12 previous reports. Based on the previous 12 earnings releases, MSFT is more likely to trade higher 1 day after earnings for an average gain of 0.6%. The absolute average return in the one week before earnings was ±3.1%. With an absolute average return of ±3.9% on earnings day.

How Non-Directional Option Strategies Have Performed Around Earnings:

MSFT last reported earnings on Apr 25, 2023 AMC.The options prices predicted a±4.2%post earnings move, compared to a+7.2%actual move.The options market overestimated MSFT stocks earnings move62%of the time in the last 13 quarters.The predicted move after earnings announcement was±4.7%on average vs an average of the actual earnings moves of3.7%(in absolute terms).

Strategy

Average Return

Win Rate

Long Straddle

4%

50%

Long Strangle

6%

42%

Credit Iron Butterfly

-11%

33%

Credit Iron Condor

-11%

42%

Trade Ideas:

Short 25-Delta Put(Win rate100%)

Credit Put Spread(Win rate92%)

Key trades from tigerPC:

$Alphabet(GOOG)$ $Alphabet(GOOGL)$

Alphabet is scheduled to report earnings on 25-Jul-2023. The last time Alphabet reported earnings on 25-Jul-2023, the stock decreased by 0.1%.

As you can see from the table below, GOOG historically moved higher heading into earnings more often than not. On average, the stock gained 2.0% for the 2 week period before earnings. GOOG shares have moved higher in the immediate aftermath of earnings 7 out of 12 previous reports. The absolute average return in the one week before earnings was ±4.4%. With an absolute average return of ±4.7% on earnings day.

How Non-Directional Option Strategies Have Performed Around Earnings:

The options prices predicted a ±5.3% post earnings move, compared to a -0.1% actual move. The options market overestimated GOOGL stocks earnings move 54% of the time in the last 13 quarters. The predicted move after earnings announcement was ±5.4% on average vs an average of the actual earnings moves of 5.0% (in absolute terms).

Strategy

Average Return

Win Rate

Long Straddle

-5%

42%

Long Strangle

-27%

33%

Credit Iron Butterfly

-17%

27%

Credit Iron Condor

6%

55%

Trade Ideas:

Short 25-Delta Put(Win rate 92%)

Short ATM Put(Win rate 83%)

Key trades from tigerPC:

$Meta Platforms, Inc.(META)$

Meta is scheduled to report earnings on 26-Jul-2023. The last time Alphabet reported earnings on 26-Apr-2023, the stock increased by 13.9% .

As you can see from the table below, META shares have moved lower in the immediate aftermath of earnings 7 out of 12 previous reports. Based on the previous 12 earnings releases, META is more likely to trade lower 1 day after earnings for an average loss of -1.0%. The absolute average return in the one week before earnings was ±4.9%. With an absolute average return of ±11.9% on earnings day.

How Non-Directional Option Strategies Have Performed Around Earnings:

The options prices predicted a±9.0%post earnings move, compared to a+13.9%actual move.The options market overestimated META stocks earnings move38%of the time in the last 13 quarters.The predicted move after earnings announcement was±7.8%on average vs an average of the actual earnings moves of11.4%(in absolute terms).This shows you that META tended to be more volatile than the options market predicted for the earnings stock price reaction.

Strategy

Average Return

Win Rate

Long Straddle

45%

58%

Long Strangle

94%

50%

Credit Iron Butterfly

-54%

25%

Credit Iron Condor

-37%

36%

Trade Ideas:

Long Straddle(Win rate 67%)

Key trades from tigerPC:

$Amazon.com(AMZN)$

Amazon is scheduled to report earnings on 27-Jul-2023. The last time Amazon reported earnings on 27-Apr-2023, the stock decreased by 4.0%.

As you can see from the table below, AMZN shares have moved lower in the immediate aftermath of earnings 9 out of 12 previous reports. Based on the previous 12 earnings releases, AMZN is more likely to trade lower 1 day after earnings for an average loss of -0.5%. The absolute average return in the one week before earnings was ±3.3%. With an absolute average return of ±6.5% on earnings day.

How Non-Directional Option Strategies Have Performed Around Earnings:

The options prices predicted a ±7.4% post earnings move, compared to a -4.0% actual move. The options market overestimated AMZN stocks earnings move 54% of the time in the last 13 quarters. The predicted move after earnings announcement was ±6.0% on average vs an average of the actual earnings moves of 6.6% (in absolute terms). This shows you that AMZN tended to be more volatile than the options market predicted for the earnings stock price reaction.

Strategy

Average Return

Win Rate

Long Straddle

13%

42%

Long Strangle

25%

42%

Credit Iron Butterfly

-6%

33%

Credit Iron Condor

-11%

58%

Trade Ideas:

Short 25-Delta Put(Win rate 83%)

Key trades from tigerPC:

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Comments

  • tamira
    2023-07-24
    tamira
    Is this prediction valid till 28th July? Suggested a buy for MSFT 330 PUT? It looks contradictory to me while comparing your suggestion to go for a sell MSFT 340 PUT? Pls advise. thanks
  • VivianChua
    2023-07-22
    VivianChua
    Nice 💚 💚 💚
  • KSR
    2023-07-20
    KSR
    👍
  • FK1234
    2023-07-20
    FK1234
    💪
  • Tangan
    2023-07-20
    Tangan
    Thanks
  • hosw76
    2023-07-20
    hosw76
    [强]
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