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LongYield

@LongYield

Aug 1

1/8
$AMZN
Latest Results
Headline Numbers
Q2 net sales: $167.7B (+13% y/y, +12% ex-FX)
Net income: $18.2B ($1.68/share, +35% y/y)
Operating income: $19.2B (+31% y/y)

Free cash flow (TTM): $18.2B (down sharply y/y)

North America: $100.1B sales (+11%), $7.5B op. income

AWS: $30.9B sales (+17.5%), $10.2B op. income
📈 Solid revenue growth, margin expansion, and robust earnings.

2/8
$AMZN
Latest Results
Revenue & Segments
North America: $100.1B sales, 7.5% op margin (up 190bps y/y)
International: $36.8B sales (+16% y/y; +11% ex-FX), op income $1.5B (4.1% margin, up 320bps y/y)
AWS: $30.9B sales (+17.5%), $10.2B op income

Advertising: $15.7B revenue (+22% y/y)

Prime Day: Biggest ever—record sales, billions saved, best 3P seller results to date
🛒 All major segments contributed, international margins improved, ads remain a key profit driver.

3/8
$AMZN
Latest Results
Operating Trends & Efficiency
Outbound shipping costs up only 6% vs. 12% paid unit growth
Delivery: 30% more items delivered same/next day y/y
Robotics: 1M+ robots now deployed; AI model DeepFleet improved robot efficiency 10%

Inventory placement & order consolidation lowered costs and sped up delivery

Fulfillment innovation driving structural margin gains
⚙️ Amazon’s automation, robotics, and regional fulfillment network delivering cost leverage and faster service.

Read 8 tweets

LongYield

@LongYield

Aug 1

1/8
$AAPL
Latest Results
Headline Results
• Q3 FY25 revenue: $94.0B (+10% YoY, new June record)
• Diluted EPS: $1.57 (+12% YoY, June record)
• Net income: $23.4B
• Double-digit growth in iPhone, Mac & Services
• Revenue up in every geographic segment
• Board declared $0.26/share dividend, payable Aug 14

2/8
$AAPL
Latest Results
Revenue Trends
• iPhone: $44.6B (+13% YoY, June quarter record)
◦ Strong global upgraders, all-time installed base high
◦ Emerging markets led with double-digit growth
• Mac: $8.0B (+15% YoY)
◦ Driven by M4 MacBook Air; record upgraders
• iPad: $6.6B (-8% YoY, tough compare vs. prior launches)
• Wearables/Home/Accessories: $7.4B (-9% YoY)

3/8
$AAPL
Latest Results
Services Surge
• Services revenue: $27.4B (+13% YoY, all-time record)
◦ App Store, iCloud, TV+, and Apple Music posted strong growth
◦ Over 1B paid subscriptions across services
• App Store revenue, cloud, and TV+ viewership all up double digits
• Apple TV+ earned 81 Emmy nominations (record for platform)

Read 8 tweets

LongYield

@LongYield

Jul 25

1/20 📱 Alphabet delivered a standout Q2 2025: revenue up 14 % to $96.4 B, operating income up 14 %, net income up 19 %. AI‑driven momentum across Search, YouTube, Cloud and subscriptions powered the quarter. $GOOGL

2/20 Google Services remains the cash cow: revenue rose 12 % to $82.5 B. Search & other generated $54.2 B (+12 %), YouTube ads $9.8 B (+13 %), and subscriptions/platforms/devices $11.2 B (+20 %). $GOOGL

3/20 Google Cloud revenue jumped 32 % to $13.6 B as enterprises adopt GCP, AI infrastructure and Gemini services. Cloud operating income more than doubled to $2.83 B, implying ~21 % operating margin. $GOOGL

Read 20 tweets

LongYield

@LongYield

Oct 2, 2023

1/ $SOFI SoFi Technologies, Inc. Presents at Goldman Sachs Communacopia & Technology Conference

Evolution of SoFi Platform

Anthony Noto discusses the evolution of SoFi from a student lending platform to a comprehensive financial services and tech platform.
He emphasizes the mission of helping people achieve financial success by making better decisions throughout their lives.
The strategy includes offering a wide range of financial products and leveraging technology for innovation and cost-efficiency.

2/ $SOFI

Financial Services Productivity Loop and Member Growth

Anthony Noto explains the Financial Services Productivity Loop, focusing on building best-of-breed products that work better together.
The typical member journey involves starting with top-of-the-funnel products like Relay and SoFi Money, leading to cross-buying into other products such as loans and credit cards.
Relay and SoFi Money are highlighted as key contributors to cross-buying, and the use of data to personalize member experiences is discussed.

3/ $SOFI

Path to Target ROE

Anthony Noto mentions the target return on equity (ROE) of 20% to 30%.
He outlines the path to achieving this target, which involves reaching specific EBITDA and net income margins.
The presentation touches on the current margins and the factors contributing to the desired ROE levels.

Read 14 tweets

LongYield

@LongYield

Aug 25, 2023

1/ $MRVL Marvell Technology Earnings Call Key Highlights:

Company Updates and Announcements:

Release of Orion, an 800-gig coherent optical DSP, aimed at enhancing Marvell's leadership in coherent technology in areas such as carrier optical transport and data center interconnects (DCI).
Introduction of the COLORZ 800 platform, Marvell's third generation of DCI modules, which boasts twice the bandwidth at 30% less cost per bit.
Unveiling of a 5-nanometer multi-gigabit PHY platform for enterprise networking, offering doubled performance at half the power.
Launch of the industry's highest capacity automotive central Ethernet switch, catering to next-generation vehicles and offering advanced security features.

2/ $MRVL

Financial Performance:

Q2 fiscal 2024 revenue stood at $1.34 billion.
Non-GAAP earnings per share was $0.33.
Strong performance attributed to growing demand from AI applications and efficient cost reduction measures.

3/ $MRVL

End Market Insights:

Data center revenue was $460 million for Q2, growing 6% sequentially due to demand for optical products for cloud AI deployments.
Carrier infrastructure revenue was $276 million for Q2, declining both year-over-year and sequentially.
Enterprise networking revenue for Q2 was $328 million, declining year-over-year and sequentially due to inventory corrections impacting customer demand.

Read 14 tweets

LongYield

@LongYield

Aug 24, 2023

1/ $SNOW Snowflake Earnings Call Key Highlights:

Financial Performance:

Q2 product revenue grew 37% year-over-year, reaching $640 million. Non-GAAP product gross margin expanded to 78%. Non-GAAP adjusted free cash flow was $88 million, indicating a 50% year-over-year growth.
Remaining performance obligations grew 30% year-over-year to $3.5 billion. 57% of this is expected to be recognized as revenue within the next 12 months.
Guidance for the third quarter anticipates product revenues between $670 million and $675 million, marking a 28-29% year-over-year growth. For fiscal 2024, product revenues are forecasted at about $2.6 billion, representing a year-over-year growth of roughly 34%

2/ $SNOW

Product and Market Developments:

Generative AI is gaining traction, emphasizing that a strong data strategy is foundational to an effective AI strategy.
Snowflake reported a presence with 639 Global 2000 customers, and as of Q2, 26% of its customers were data sharing.
The company launched Document AI in private preview, allowing natural language inquiries of unstructured data, such as contracts or invoices.
Snowflake container services integrate large language models and the company announced Snowpark container services. Moreover, Iceberg tables are set to expand Snowflake's data lake capabilities.
At Summit, Snowflake introduced native apps in public preview and now boasts over 25 native application providers.

3/ $SNOW

Customer and Community Engagement:

The company now has a significant relationship with 402 customers that have a trailing 12-month product revenue greater than $1 million.
Snowflake's summer event in June witnessed a participation increase of over 85% from the previous year, with 20,000 on-site and virtual attendees.
The forthcoming Data Cloud World Tour aims to further spread their message across 26 cities globally.
The company's startup program has been instrumental in onboarding new customers, with roughly 20% of new Q2 customers coming through this initiative.

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