For those staying up tonight, there are two big earnings reports: around 4 a.m. Beijing time, $AMZN and $COIN report at the same time, and both earnings calls are at 5.
First, what are options pricing in? AMZN about ±7.7%, COIN about ±6.8%. What happened last time? The day after AMZN's last earnings report (late July), it was up 15.3%; COIN was down 12.0% in late July.
For AMZN:
• Revenue expected at about 202.2 billion, EPS around 1.96
• Market expects AWS growth of 37%–38% (37% last quarter); BofA is betting on 40%
• Capital expenditure guidance for this year is about 220 billion. Will it be raised again?
For COIN:
• Revenue expected at about 1.2 billion, versus 1.87 billion in the same period last year
• EPS is expected to be a loss, but estimates vary widely, from -0.23 to +0.07
• Revenue has missed expectations for three consecutive quarters
My take: For AMZN, it's about whether AWS can hit 40%; for COIN, it's about whether trading revenue has kept pace with BTC's rebound. Binance perpetual futures currently price AMZN at around 253 and COIN at around 158.
I'll post again once the results are out to see how we did.
Which do you think will rise more at tomorrow morning's open: $AMZN or $COIN ?
This is just my personal opinion and not investment advice.
#股票财报季 #美股财报 #Amazon
First, what are options pricing in? AMZN about ±7.7%, COIN about ±6.8%. What happened last time? The day after AMZN's last earnings report (late July), it was up 15.3%; COIN was down 12.0% in late July.
For AMZN:
• Revenue expected at about 202.2 billion, EPS around 1.96
• Market expects AWS growth of 37%–38% (37% last quarter); BofA is betting on 40%
• Capital expenditure guidance for this year is about 220 billion. Will it be raised again?
For COIN:
• Revenue expected at about 1.2 billion, versus 1.87 billion in the same period last year
• EPS is expected to be a loss, but estimates vary widely, from -0.23 to +0.07
• Revenue has missed expectations for three consecutive quarters
My take: For AMZN, it's about whether AWS can hit 40%; for COIN, it's about whether trading revenue has kept pace with BTC's rebound. Binance perpetual futures currently price AMZN at around 253 and COIN at around 158.
I'll post again once the results are out to see how we did.
Which do you think will rise more at tomorrow morning's open: $AMZN or $COIN ?
This is just my personal opinion and not investment advice.
#股票财报季 #美股财报 #Amazon
