To The Moon

The Big Guns are Out This Week 

$Alphabet(GOOGL)$Revenue from online ads is expected to decline as the economy slows down. In the Q1 22, 80% of Google's total revenue came from Google advertising, including revenue from Google search, ads on YouTube, and the Google network 

- Alphabet is trying to generate growth from other avenues, as well.  These notably include self-driving car technology leader Waymo, drone-delivery business Wing, and healthcare units Calico and Verily. 

- Google Cloud has also become a huge growth driver for Alphabet. Revenue for the cloud hosting business soared nearly 44% year over year in Q1 to $5.8 billion.

$Microsoft(MSFT)$Microsoft is expected to grow both its top and bottom lines and outperform most of its Big Tech rivals this earnings season.

- We can expect the strength of the US dollar to weigh on results as numerous multinational firms tempered expectations. Microsoft makes over half of its sales outside of the US.

$Meta Platforms, Inc.(META)$The Meta What? The market expects Meta to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended June 2022.

- Looks like Meta have to depend on virtual revenues in the meantime, before the Metaverse turns a profit. They do have the lowest price to earnings ratio though.

$Apple(AAPL)$Expected to show a major deceleration in sales growth. Analysts predict that revenue will climb by about 2% from a year earlier, the slowest pace since 2020.

- However, Apple have a strong product pipeline in place for the next 12 months or so which includes iPhone 14,  Apple watch Series 8, updated iPad Pro models with an M2 chip, a new low-end iPad with a USB-C port, and many more. What slowdown?

$Amazon.com(AMZN)$Everyone brace for a rough second-quarter earnings report.  Revenue is likely to increase at the slowest rate since the internet bubble burst in 2001, and it might not grow at all for the first time ever.

- There's a chance high inflation and recessionary concerns may cause consumers to cut back on their spending on the e-commerce giant's site. 

Who to choose?

It's tough ranking these 5 big boys. Each has their own niche and many revenue segments that overlap too. 

At this moment, Apple, Microsoft and Alphabet rank above Amazon and Meta for me, just for a combination of expected growth, strong moat and reasonable PE valuation.

@TigerStars@Tiger_chat