Earnings after the shut embrace Meta, Microsoft and Tesla. What is anticipated?

Microsoft

• Final quarter, income was $65.59B (up 16% YoY), beating expectations by 1.6%.
• Income Expectation: Analysts count on income this quarter to develop 10.9% YoY to $68.87B, in comparison with a 17.6% enhance in the identical quarter final yr.
• Earnings Expectations: Adjusted EPS is anticipated at $three.11 per share. That’s down from final quarters $three.30, however up from $2.93 final yr (up 6.13%)

Meta:

• Earnings Expectations: EPS of $6.76. Final quarter EPS got here in at $6.03. A yr in the past, EPS was at $5.33, up 26.Eight%
• Income Expectations: income of $47.00B. Revenues final quarter had been at $40.59B. A yr in the past, revenues got here in at $40.11B, up 17.11%

Different particulars:

• 2025 CapEx Plans: CEO Mark Zuckerberg introduced $60B–$65B in AI-related capital expenditures, which boosted Meta shares to a report excessive.
• AI Spending: Analysts view AI investments as essential for Meta to stay aggressive, regardless of excessive prices and rising competitors like China’s DeepSeek.
• This fall CapEx Estimate: Wall Road expects This fall capital expenditures of $15.33B.
• TikTok’s Impression: Traders are watching how TikTok’s removing from U.S. app shops has benefited Meta, with the corporate providing offers to creators and testing adverts on Threads.
• Advert Technique: Meta is leveraging TikTok’s volatility to draw advertisers however faces potential issues over relaxed content material moderation insurance policies.

Tesla

• Earnings Estimate: EPS of $zero.77. Final quarter was $zero.62. A yr in the past, the corporate earned $zero.71. Down -Eight.four%
• Income estimate: Income of $27.26B.. Final quarter $25.18. A yr in the past, the corporate had revenues of $25.17, up Eight.three%.

Different particulars:

• Inventory Efficiency: Tesla’s inventory is up 58% since November, partially tied to Elon Musk’s perceived affect beneath Trump’s administration.
• This fall Deliveries: 495,570 automobiles; full-year deliveries totaled 1.8M, marking Tesla’s first annual decline.
• Reductions: Tesla supplied stock and referral reductions in North America and minimize costs for the Mannequin Y in China earlier than launching the refreshed Mannequin Y Juniper.
• Margins and Steering: Margins are anticipated to be a key focus as a result of automobile reductions, alongside 2025 steering for Tesla’s automotive and power divisions.
• Vitality Enterprise: Tesla deployed 31.four GWh of battery power storage methods in 2024, with 11 GWh in This fall, pushed by gross sales of its residence, enterprise, and utility-scale backup batteries.

This text was written by Emma Wang at www.ubaidahsan.com.



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