Thursday, October 29, 2020

Covid-19 Concern Over Shadow Good Big Tech Earnings 大科技公司靓丽的财报难敌对Covid-19的担忧

Big tech companies Apple, Amazon, Twitter, Facebook and Alphabet all reported better than expected earnings and revenues, but all are trading down in after hour trading except Alphabet. The main problem is worsening Covid-19 pandemic makes future unpredictable. This concern is expressed by Apple and Facebook.  Tech valuations have ran ahead of fundamental is also the reason for sell on news. Stock index futures are down across the board by 1% on average. It looks like a tough beginning for tomorrow's trading. 

Apple (AAPL) is down 5.39% in after hour trading

AAPL Plunges After iPhone Sales Miss, China Revenues Plummet, Lack Of Forecast. ---ZeroHedge

Q4 GAAP EPS of $0.73 beats by $0.03. Revenue of $64.69B (+1.0% Y/Y) beats by $1.36B.---Seeking Alpha


Amazon (AMZN) is down 1.77% in after hour trading.

AMZN Slides Despite Crushing Expectations, Guiding Sharply Higher On AWS Growth, Margin Concerns. ---ZeroHedge

Q3 GAAP EPS of $12.37 beats by $4.98. Revenue of $96.1B (+37.3% Y/Y) beats by $3.54B. ---Seeking Alpha


Twitter (TWTR) is down 17.06%   in after hour trading.

TWTR Tumbles After Massive User-Growth Miss---ZeroHedge

Q3 Non-GAAP EPS of $0.19 beats by $0.14; GAAP EPS of $0.04 beats by $0.13. Revenue of $936M (+13.6% Y/Y) beats by $159.96M. Monetizable daily active users ((mDAU )) of 187M (+29% Y/Y) vs. consensus of 195.1M. ---Seeking Alpha


Facebook (FB) is down 0.79% in after hour trading

FB Pump'n'Dump Despite Crushing Earnings, Warns Of "Significant Uncertainty". ---ZeroHedge

Facebook (NASDAQ:FB): Q3 GAAP EPS of $2.71 beats by $0.80. Revenue of $21.47B (+21.6% Y/Y) beats by $1.67B. DAU of 1.82B vs. consensus of 1.79B; MAU ​​of 2.74B vs. consensus of 2.70B. ---Seeking Alpha


Alphabet(GOOG) is up 6.97% in after hour trading.

Q3 GAAP EPS of $16.40 beats by $5.19. Revenue of $46.17B (+14.0% Y/Y) beats by $3.33B. TAC of $8.16B vs. $7.66B consensus, operating margin of 24.0% vs. 19.8% consensus and Capex of $5.40 B vs. $5.49B consensus. ---Seeking Alpha



大型科技公司苹果,亚马逊,Twitter,Facebook和Alphabet均报出报比预期更好的收益和营业额,但除Alphabet外,它们都在盘后交易中下跌。 主要问题是Covid-19大流行病恶化使未来无法预测。 苹果和Facebook对此表示了担忧。 科技股的估值超出了基本面,这也是新闻出来后被抛售的原因。后市 股指期货平均下跌1%。 对于明天的市场来说将是不利的开始。


苹果(AAPL)在盘后交易中下跌5.39%。

iPhone销售小于预期,中国收入暴跌,缺乏前景预测,AAPL急跌。 ---ZeroHedge

第四季度GAAP每股收益为0.73美元,比预期高0.03美元。收入$ 64.69B(同比增长1.0%)好于预期$ 1.36B .--- Seeking Alpha 


盘后交易中,亚马逊(AMZN)下跌1.77%。

尽管财报大幅好于预期,AWS增长前景指引也大幅提高,但对和利润率的关注导致亚马逊下滑。 ---ZeroHedge

第三季度GAAP每股收益为12.37美元,高于4.98美元。 $ 96.1B(同比增长37.3%)的收入超过$ 3.54B。 ---Seeking Alpha


Twitter(TWTR)在盘后交易中下跌17.06%。

用户增长大幅低于预期,Twitter大跌--- ZeroHedge

第三季度非GAAP每股收益为0.19美元,比上一季度增长0.14美元; GAAP每股收益为0.04美元,比每股0.13美元高。收入为9.36亿美元(同比增长13.6%),较上年同期增长了1.596亿美元。可获利的每日活跃用户((mDAU))为1.87亿(同比增长29%),而市场共识为1.951亿。 ---Seeking Alpha


Facebook(FB)盘后交易下跌 0.79%。

尽管收益大幅高出预期,但警告前景“重大不确定性” ,Facebook先升后跌。 ---ZeroHedge

第三季度GAAP每股收益为2.71美元,比去年同期的0.80美元有所增长。 $ 21.47B(+ 21.6%Y / Y)的收入超过$ 1.67B。 DAU为1.82B,而共识为1.79B; MAU为2.74B,而共识值为2.70B。 ---Seeking Alpha


 Alphabet(GOOG)盘后交易上涨6.97%。

第三季度GAAP每股收益为16.40美元,比预期高5.19美元。 收入$ 46.17B(同比增长14.0%)高出预期$ 3.33B。 TAC为$ 8.16B对$ 7.66B共识,营业利润率为24.0%对19.8%共识,资本支出为$ 5.40B对$ 5.49B共识。---ZeroHedge

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