Sources
Kaushik
BofA on $META ER preview Expect healthy 1Q results : Reports on 4/30. Given constructive checks and modest 4pt deceleration in YouTube growth (on a 5pt tougher comp), we think the high end of Meta's 1Q rev. guide ($41.8bn, a opts q/q deceleration in revenue growth) is
- Kaushik
BofA on $AMZN ER preview - Expect a strong 1Q, some possible front-loading Reports Thurs. 5/1 and for 1Q we project sales/EBIT of $155.5bn/$17.8bn, slightly above Street at $155.0bn/$17.4bn (Visible Alpha). Street projects N.A. sales growth of 7% y/y, slowing 3pts vs 4Q, but we
Mike Zaccardi, CFA, CMT 🍖 The ACWI is +13% YoY.. almost all of the gain has come from earnings (negative contribution from the P/E) https://t.co/tD5JqdpvZQ
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