KEY Q2 EARNINGS

What an explosive quarter from the tech leaders Apple, Amazon, Facebook, Microsoft and Google. I can say, one of the best quarters from these tech titans.

APPLE (APPL)

Earnings: $1.40 vs. $0.99 estimated by analysts

Revenue: $89.58 billion vs. $77.36 billion estimated, up 53.7% year-over-year 

iPhone revenue: $47.94 billion vs. $41.43 billion estimated, up 65.5% year-over-year 

Services revenue: $16.90 billion vs. $15.57 billion estimated, up 26.7% year over year 

 

Apple did not issue official guidance for the next quarter. But it authorized $90 billion share buybacks. The company also increased its dividend by 7% to $0.22 per share. But the company did not provide guidance for next quarter.

My View: Apple has one the best quarter ever. It was explosive!! What I like to the growth in their iPhone and service revenue. << Buy on Dip >>

 

AMAZON (AMZN)

Earnings: $15.79 per share vs. $9.54 per share expected

Revenue: $108.52 billion vs. $104.47 billion expected

Guidance: The company expects to post revenue between $110 billion and $116 billion, surpassing Wall Street expectation of $108.6 billion

My View: Need I say more!! Amazon bombarded both top and bottom line. This was the last earnings for Jeff Bezos. We may miss him as a CEO where he took Amazon from zero to HERO. In a letter Bezos said, “Amazon, a company famous for focusing relentlessly on the consumer, will now do the same for its employees”.  << Buy on Dip >>. This is a stock for generations.

 

Facebook (FB)

Earnings: $3.30 per share vs. $2.37 per share forecast

Revenue: $26.17 billion vs. $23.67 billion expected

Daily active users (DAUs): 1.88 billion vs. 1.89 billion expected

Monthly active users (MAUs): 2.85 billion vs. 2.86 billion expected

My View: Another blaster from Facebook. The company has little less active users but keeps generating higher revenue and profits. << Buy on Dip >>.

 

Enphase Energy (ENPH)

Earnings: $.56 per share vs. $0.44 per share forecast

Revenue: $301.8 million, 47% higher than the year-ago period, and gross profit margin was a solid 40.7%. 

Outlook: But the outlook for next quarter guidance was around $10 million less than what Analyst expected! This is because “they can't meet demand due to global chip supply shortages and that could last another couple of quarters.  

My View: for the long-term investors I believe this a very good opportunity to buy the dip! This company is and will be a winner visualizing the great opportunity lies on climate change. 

 

MasterCard (MA)

Earnings: $1.8 billion, or $1.83 a share, up from $1.7 billion, or $1.68 a share last year. Analysts were expecting of the $1.58 a share.

Revenue: $4.2 billion vs. $4.0 billion

The company expects a second-quarter revenue growth rate, in the high-20% range.

My View: MasterCard is a company to hold for the next generation.

 

Microsoft (MSFT)

Earnings: $1.95 per share, adjusted, vs. $1.78 per share as expected 

Revenue: $41.71 billion, vs. $41.03 billion as expected 

Another great quarter earnings from Microsoft.

 

GOOGLE (GOOG)

Earnings: $26.29 per share vs. $15.82 per share expected.

Revenue: $55.31 billion vs. $51.70 billion expected.

Google seems to be coming up. It had a great quarter. I may buy some if there is any pullback.

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