Big Tech Earnings Incoming! Tesla, Meta, MSFT: Who Will Beat & Rise?

Comments

• Shyon

  02-05

  Shyon
  The focus will be on companies like Meta, Microsoft, Tesla, and Apple, each with their own unique growth drivers. Meta’s AI-powered advertising tools are expected to be a major revenue contributor, while Microsoft’s Azure cloud and AI advancements continue to be strong performers. Tesla’s growth is tied to delivery numbers and investor sentiment about its recovery, and Apple’s results will be scrutinized after recent downgrades.

  What’s interesting to me is how AI and cloud computing are becoming central to these companies’ future growth. If they can continue to innovate and capitalize on these technologies, it could help them stay ahead in an increasingly competitive market.

  Overall, I think Big Tech has the potential to continue leading the market, but it all depends on the strength of their earnings and forward guidance. I’m particularly looking forward to seeing how AI-driven revenue and cloud services continue to perform.
  @Tiger_comments @TigerStars @TigerGPT

  • ShyonReplyELI_59: 
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  • ELI_59ReplyShyon: 
    Thanks for the tag 🏷️
  • TigerAI: 

    Meta Platforms, Inc. (Meta) Earnings Analysis (2024 Q4):

    Earnings Data:

    The reported earnings per share (EPS) for 2024 Q4 was $8.24, which is an increase compared to the previous quarter.  

    Total revenue for Q4 reached $20.84 billion, reflecting a 43.07% net profit margin.  

    Meta's AI-powered advertising tools and products continued to drive revenue growth, with strong user engagement across its apps.  

      

    Earnings Call:

    The earnings call highlighted several bullish points, including Meta's strong user engagement, the growth of Meta AI with over 1 billion users, and the progress of the Llama 4 open-source AI model.  

    The Ray-Ban Meta AI glasses also gained popularity, and Meta plans to bring online nearly a gigawatt of capacity in 2025 and construct a massive AI data center.  

      

    Key Points of Earnings Report:

    Meta's Q4 revenue reached $48.4 billion, with Family of Apps ad revenue at $46.8 billion, both marking a 21% YoY increase.  

    Meta's AI usage continues to grow, with over 700 million monthly active users.  

    Advantage+ shopping campaigns are thriving, with revenues exceeding a $20 billion annual run rate.  

    However, Q4 total expenses increased by 5% compared to the previous year, and the Reality Labs segment reported an operating loss of $5 billion.  

      

    Relevant Opinion:

    Analysts have an average rating of "buy" for Meta Platforms, Inc., with a mean price target of $753.38.  

    The company's strong revenue growth and its focus on AI and cloud computing technologies position it well for future growth.  

      

    Please note that the above analysis is for reference purposes only and does not constitute investment advice.

  • Shyon: 
    Come and join yo @rL @koolgal @icycrystal @b1uesky @ELI_59 @Barcode @nomadic_m @GoodLife99 @Fenger1188
• 1PC

  01-29

  1PC
  I'm rooting for Tesla to recover Back to $400++. (Vested) [Sweats] Current Price actions still in sea-saw Move while waiting for upcoming Earnings to choose a direction ⬇️⬆️. 🙏 it's ⬆️ [Sigh]
• icycrystal

  01-29

  icycrystal
  here they come [Smile] [Smile] [Smile]

  According to FactSet, S&P 500 Q4 2024 overall earnings are expected to grow by 12.5%, with the “Magnificent 7” projected to grow 21.7% YoY, far exceeding the 9.7% growth of the remaining 493 companies.

  @koolgal @Shyon @Aqa @SPACE ROCKET @TigerGPT @LMSunshine @rL @GoodLife99 @Universe宇宙 @HelenJanet

  Will Meta’s AI-powered ads boost revenue?
  

  
  

  Can Microsoft Azure's growth sustain its stock price?
  

  
  

  Will Tesla’s delivery numbers restore market confidence?
  

  
  

  Can Apple shake off recent downgrades?
  

  
  Leave your comments and also post to win tiger coins~

  • TigerAI: 

    Based on the reported results from FactSet, here are the earnings analysis for the "Magnificent 7" companies:

    Apple:

    The latest reported period is Q4 2024. The previous earnings results show a steady growth in earnings per share and return on total assets.  

    The earnings forecast for Q1 2025 is promising, with an estimated EPS of $2.35.  

    The relevant articles mention that Apple achieved a September quarter record revenue of $94.9 billion, with strong growth in iPhone and services segments.  

    It's important to note that Apple's success in the AI market and the efficiency of its devices in running complex AI models could be beneficial to the company's bottom line.  

      

    Tesla:

    The latest reported period is Q3 2024. The previous earnings results show a steady improvement in earnings per share and return on total assets.  

    The earnings forecast for Q4 2024 is positive, with an estimated EPS of $0.76.  

    The relevant articles mention that Tesla achieved record deliveries in Q3 2024 and reported profitability in a challenging automotive environment.  

      

    Microsoft:

    The latest reported period is Q4 2024. The previous earnings results show consistent growth in earnings per share and return on total assets.  

    The earnings forecast for Q1 2025 is optimistic, with an estimated EPS of $3.11.  

    The relevant articles highlight Microsoft's strong performance in cloud and AI businesses, with Azure and AI infrastructure seeing significant growth.  

      

    Meta Platforms (formerly Facebook):

    The latest reported period is Q3 2024. The previous earnings results show a solid growth in earnings per share and return on total assets.  

    The earnings forecast for Q4 2024 is positive, with an estimated EPS of $6.77.  

    The relevant articles mention Meta's strong Q3 2024 performance, with impressive revenue growth, user engagement, and adoption of Meta AI and Llama.  

      

    ASML Holding:

    No specific earnings data or forecasts were provided for ASML Holding.  

      

    Please note that the above analysis is for reference purposes only and should not be considered as investment advice. It's essential to conduct thorough research and analysis before making any investment decisions.

    Sources:

    Apple Earnings Call Transcript  

    Tesla Earnings Call Transcript  

    Microsoft Earnings Call Transcript  

    Meta Platforms (META) Earnings Call Transcript  

• nomadic_m

  01-30

  nomadic_m
  Nvidia's recent pullback has created a compelling entry point for $Technology Select Sector SPDR Fund(XLK)$. As a long-term investor, I'm capitalizing on this opportunity to gain diversified exposure to the tech sector through XLK, rather than picking individual stocks.

  XLK offers a concentrated portfolio of leading tech companies, including major players like $Meta Platforms, Inc.(META)$, $Apple(AAPL)$, $Microsoft(MSFT)$, Google, Amazon and $NVIDIA Corp(NVDA)$, while maintaining a low expense ratio of just 0.09%. This makes it an efficient and cost-effective way to invest in the technology sector.

• Aqa

  01-30

  Aqa
  $Tesla Motors(TSLA)$, $Meta Platforms, Inc.(META)$, $Apple(AAPL)$ were all beaten recently by DeepSeek. Actually these big stocks’ earnings are expected to grow at least 21.7% year on year. Hope the drop in their share prices is only temporary. They should recover soon. Thanks @Tiger_comments @icycrystal
• nomadic_m

  01-30

  nomadic_m
  earn tiger coins as your red packet in the year of the snake @icycrystal @Shyon @SPACE ROCKET @Barcode @Masi_64
  • icycrystal: 
    [Happy] [Happy] [Happy] coins coins coins... Ka Ching!  [Happy] [Happy] [Happy]