GOOG, MO & CAT Financial Report Analysis

1. $Alphabet(GOOG)$ $Alphabet(GOOGL)$ with a strong quarter. Initiates dividend.

1Q YoY

Revenue +15%

Net Income +57%

Dil. eps +61%

OCF +23%

FCF -3% (Capex doubled to $12 B (!)

Initiates a $0.20 quarterly dividend

Approves new $70 B buyback progrM

$Meta Platforms, Inc.(META)$ yesterday: "2024 capital expenditures will be in the range of $35-40 billion"

Market reaction: excessive

Capex last 12 months:

$Microsoft(MSFT)$ $39.5 billion ($11 B this quarter)

GOOG $38.0 billion ($12 B this quarter)

Zuckerberg just needs to move the earnings call after these 2.

2. $Altria(MO)$ another quarter of double digit Smokeable volume loss

1Q YoY

Revenue -2.5%

Smokeable Shipments -10%

Oral shipment volume -3.1%

Net income +19%

Dil. EPS +21% (Adj -2.5%)

FY guidance

reaffirms FY24 adj dil EPS $5.05 to $5.17, (+2% to 4.5% vs FY23)

3. $Caterpillar(CAT)$ 1Q flat sales YoY but benefits from pricing

YoY

Revenue flat

Net Income +47%

Dil. EPS +54%

OCF +30%

FCF +66%

CAT operating profit

Image

https://twitter.com/DividendWave/status/1783599745635672327

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Comments

TASOGARE
04-26
TASOGARE
Regarding Meta Platforms, their projected capital expenditures seem excessive.

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Initiates dividend.</p><p>1Q YoY</p><p>Revenue +15%</p><p>Net Income +57%</p><p>Dil. eps +61%</p><p>OCF +23%</p><p>FCF -3% (Capex doubled to $12 B (!)</p><p>Initiates a $0.20 quarterly dividend</p><p>Approves new $70 B buyback progrM</p><p> <a data-mention-id=\"META\" class=\"teditor-mention\" data-mention-name=\"Meta Platforms, Inc.\" href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> yesterday: \"2024 capital expenditures will be in the range of $35-40 billion\"</p><p>Market reaction: excessive</p><p>Capex last 12 months:</p><p> <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"Microsoft\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a>  $39.5 billion ($11 B this quarter)</p><p>GOOG $38.0 billion ($12 B this quarter)</p><p>Zuckerberg just needs to move the earnings call after these 2.</p><p>2. <a data-mention-id=\"MO\" class=\"teditor-mention\" data-mention-name=\"Altria\" href=\"https://ttm.financial/S/MO\">$Altria(MO)$</a>  another quarter of double digit Smokeable volume loss</p><p>1Q YoY</p><p>Revenue -2.5%</p><p>  Smokeable Shipments -10%</p><p>  Oral shipment volume -3.1%</p><p>Net income +19%</p><p>Dil. EPS +21% (Adj -2.5%)</p><p>FY guidance</p><p>reaffirms FY24 adj dil EPS $5.05 to $5.17, (+2% to 4.5% vs FY23)</p><p>3. <a data-mention-id=\"CAT\" class=\"teditor-mention\" data-mention-name=\"Caterpillar\" href=\"https://ttm.financial/S/CAT\">$Caterpillar(CAT)$</a>  1Q flat sales YoY but benefits from pricing</p><p>YoY</p><p>Revenue flat</p><p>Net Income +47%</p><p>Dil. EPS +54% </p><p>OCF +30%</p><p>FCF +66%</p><p>CAT operating profit</p><p class=\"t-img-caption\"><img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/1ed6dffd2edf4f4b7d4434b0fff6b6f2\" tg-width=\"680\" tg-height=\"362\"><span>Image</span></p><p>https://twitter.com/DividendWave/status/1783599745635672327</p><p></p></body></html>","htmlText":"<html><head></head><body><p>1. <a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a>  <a data-mention-id=\"GOOGL\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> with a strong quarter. Initiates dividend.</p><p>1Q YoY</p><p>Revenue +15%</p><p>Net Income +57%</p><p>Dil. eps +61%</p><p>OCF +23%</p><p>FCF -3% (Capex doubled to $12 B (!)</p><p>Initiates a $0.20 quarterly dividend</p><p>Approves new $70 B buyback progrM</p><p> <a data-mention-id=\"META\" class=\"teditor-mention\" data-mention-name=\"Meta Platforms, Inc.\" href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> yesterday: \"2024 capital expenditures will be in the range of $35-40 billion\"</p><p>Market reaction: excessive</p><p>Capex last 12 months:</p><p> <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"Microsoft\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a>  $39.5 billion ($11 B this quarter)</p><p>GOOG $38.0 billion ($12 B this quarter)</p><p>Zuckerberg just needs to move the earnings call after these 2.</p><p>2. <a data-mention-id=\"MO\" class=\"teditor-mention\" data-mention-name=\"Altria\" href=\"https://ttm.financial/S/MO\">$Altria(MO)$</a>  another quarter of double digit Smokeable volume loss</p><p>1Q YoY</p><p>Revenue -2.5%</p><p>  Smokeable Shipments -10%</p><p>  Oral shipment volume -3.1%</p><p>Net income +19%</p><p>Dil. EPS +21% (Adj -2.5%)</p><p>FY guidance</p><p>reaffirms FY24 adj dil EPS $5.05 to $5.17, (+2% to 4.5% vs FY23)</p><p>3. <a data-mention-id=\"CAT\" class=\"teditor-mention\" data-mention-name=\"Caterpillar\" href=\"https://ttm.financial/S/CAT\">$Caterpillar(CAT)$</a>  1Q flat sales YoY but benefits from pricing</p><p>YoY</p><p>Revenue flat</p><p>Net Income +47%</p><p>Dil. EPS +54% </p><p>OCF +30%</p><p>FCF +66%</p><p>CAT operating profit</p><p class=\"t-img-caption\"><img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/1ed6dffd2edf4f4b7d4434b0fff6b6f2\" tg-width=\"680\" tg-height=\"362\"><span>Image</span></p><p>https://twitter.com/DividendWave/status/1783599745635672327</p><p></p></body></html>","text":"1. $Alphabet(GOOG)$ $Alphabet(GOOGL)$ with a strong quarter. Initiates dividend. 1Q YoY Revenue +15% Net Income +57% Dil. eps +61% OCF +23% FCF -3% (Capex doubled to $12 B (!) Initiates a $0.20 quarterly dividend Approves new $70 B buyback progrM $Meta Platforms, Inc.(META)$ yesterday: \"2024 capital expenditures will be in the range of $35-40 billion\" Market reaction: excessive Capex last 12 months: $Microsoft(MSFT)$ $39.5 billion ($11 B this quarter) GOOG $38.0 billion ($12 B this quarter) Zuckerberg just needs to move the earnings call after these 2. 2. $Altria(MO)$ another quarter of double digit Smokeable volume loss 1Q YoY Revenue -2.5% Smokeable Shipments -10% Oral shipment volume -3.1% Net income +19% Dil. EPS +21% (Adj -2.5%) FY guidance reaffirms FY24 adj dil EPS $5.05 to $5.17, (+2% to 4.5% vs FY23) 3. $Caterpillar(CAT)$ 1Q flat sales YoY but benefits from pricing YoY Revenue flat Net Income +47% Dil. 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