EARNING Reports: AXON& APP

ShayBoloor
05-08

Hello everyone! Today i want to share some trading ideas with you!

1.

🚨 $AppLovin Corporation(APP)$ Q1 Earnings 🚨

• Sales $1.48B vs Est. $1.38B

• EPS $1.67 vs Est. $1,44

• EBITDA $1.01B vs Est. $867M

Q2 Outlook

• Advertising Sales $1.20B vs Est. $1.08B

• EBITDA $980M vs Est. $914M

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2.

🚨 $Axon Enterprise, Inc.(AXON)$ Q1 Earnings 🚨

• Sales $604M vs Est. $586M

• EPS $1.41 vs Est. $1.24

• EBITDA $155M vs Est. $138M

• Axon Cloud: $263M -- up 39% YoY

• ARR $1.1B -- up 34% YoY

FY25 Guidance

• Sales $2.65B vs Est. $2.62B

• EBITDA $668M vs. Est. 660M

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3.

$Alphabet(GOOGL)$ at $150 implies a ~$1.7T valuation.

Its cloud infrastructure business is running at a ~$50B rate -- slap a 20x multiple on that & you're looking at a $1T segment, or ~$85 of the current stock price.

Give it time: Google’s infrastructure engine is hardening beneath the surface, and over time, that strength will outweigh any search-related noise.

Search isn’t dying -- the monopoly might erode, but the market is pricing it like it’s collapsing, and that’s just not the case.

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