Let's delve into the expected earnings for $Microsoft(MSFT)$
1. Microsoft (MSFT): $Microsoft(MSFT)$
- Estimated Revenue: $60.87 billion.
- Recent Earnings: In the second quarter of fiscal year 2024 (FY24 Q2), Microsoft reported impressive results:
- Revenue: $62.0 billion (up 18% YoY, 16% in constant currency).
- Operating Income: $27.0 billion (up 33%, 25% non-GAAP).
- Net Income: $21.9 billion (up 33%, 26% non-GAAP).
- Diluted Earnings per Share: $2.93 (up 33%, 26% non-GAAP).
- Business Highlights:
- Microsoft Cloud revenue reached $33.7 billion, up 24% YoY (22% in constant currency).
- Office 365 Commercial revenue grew by 17% (16% in constant currency).
- LinkedIn revenue increased by 9% (8% in constant currency).
- Expectations: [Call] Given this strong performance, investors may anticipate positive news from Microsoft's upcoming earnings report.
2. Alphabet (GOOGL): $Alphabet(GOOG)$
- Estimated Revenue: $78.79 billion.
- Recent Earnings: In the fourth quarter of 2023, Alphabet reported:
- Earnings per Share (EPS): $1.64 (beat consensus estimates by $0.04).
- Revenue: $86.31 billion (surpassing the consensus estimate of $70.77 billion).
- Price-to-Earnings Ratio: 27.4.
- Expectations for Q1 2024:
- EPS: Expected to be $1.49 per share (27.4% YoY increase).
- Revenues: Expected to be $66 billion (13.7% YoY increase)²[10].
- Analyst Sentiment:
- Wall Street expects a year-over-year increase in earnings.
- The stock's movement will depend on how actual results compare to these estimates.
- Positive EPS surprises could lead to stock gains.
- Conclusion: [Call] Given Alphabet's impressive history and growth projections, investors are hopeful for another strong quarter.
In summary, both Microsoft and Alphabet are poised to deliver robust earnings reports. I'm expecting to drop further [Put] before it goes up [Call] again. What's your view?
While past performance doesn't guarantee future results, these tech giants remain attractive to investors. Keep an eye out for their official announcements to see if they can bring good news to shareholders! 🚀📈
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