Amazon and Alphabet are surging after hours after big beats but Microsoft is fading (missed on revenues and capex) and Starbucks is sliding on a disappointing same store sales comp.

Alphabet Big Beat

  • *ALPHABET 1Q EPS $7.73, GAAP EST. $7.42
  • *ALPHABET 1Q PAID CLICKS +44%
  • Q1 Revs. $24.75B vs. $24.22B Est.

    • Major decoupling from 2017 expectation still

    Amazon Big Beat:

  • *AMAZON 1Q NET SALES $35.7B, EST. $35.3B
  • *AMAZON 1Q AWS NET SALES $3.66B, EST. $3.63B
  • *AMAZON 1Q EPS $1.48, GAAP EST. $1.08

    • But the decoupling remains…

    Microsoft Beat on Earnings BUT miss on Revenues and big miss on Capex

  • *MICROSOFT 3Q ADJ EPS 73C, EST. 70C
  • *MICROSOFT 3Q ADJ REV $23.56B, EST. $23.6sB
  • *MICROSOFT 3Q INTELLIGENT CLOUD REV. $6.76B, EST. $6.61B
  • Microsoft 3Q capital expenditures $1.70b, est. $2.27b (range $1.88b-$2.84b)

    • Probably Nothing…

    Starbucks Meet/Miss

  • *STARBUCKS 2Q ADJ EPS 45C, EST. 45C
  • *STARBUCKS 2Q COMP SALES +3%, EST. +3.6%

    • Still we are sure it will catch up…

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