$GOOG just announced its first dividend ever.

Q1 2024 summary:

Revenue +15%
*Google Search & Other +14%
*YouTube Ads +21%
*Google Network -1%
*Google Cloud +27%
*Other Bets +72%
EBIT +46%
*marg 32% (25)
EPS +62%
Stock +12% AH

$MSFT Q3 2024

'Microsoft Copilot and Copilot stack are orchestrating a new era of AI transformation, driving better business outcomes across every role and industry.' – Satya Nadella

Revenue +17%
*Prod. & Business +12%
*Intelligent Cloud +21%
*Pers. Computing +17%
*Azure +31%…

Tomorrow. Edge issue #10.

This week's cover story: an in-depth exploration of what we consider to be Aswath Damodaran's core ideas and best material from decades of teaching and blogging.

We dive into concepts such as Narratives and Numbers, The Corporate Life Cycle, and…

'The solid sales growth in the first quarter reflects the loyalty of our clients worldwide' - Axel Dumas, Executive Chairman of Hermès

$RMS Q1 2024 revenue growth by business line:

$META Q1 2024

'The new version of Meta AI with Llama 3 is another step towards building the world's leading AI.' – Mark Zuckerberg

DAP +7%
Ad Impressions +20%
Avg. Price Per Ad +6%
Revenue +27%
EBIT +91%
*marg. 38% (25)
Net Income +117%
EPS +114%
Headcount -10%
$14.6B Shares…

As some of you may have already noticed, we've recently teamed up with Acquired Podcast to prepare complementary visuals for every new episode.

This Monday, Acquired released the long-awaited first part of its series on $MSFT.

Microsoft's EPS growth since its 1986 IPO visualized:

$EVO Q1 2024 🃏

'All geographical regions show good growth and strong momentum.'

Revenue +17%
*Live +20%
*RNG +1%
*Europe +10%
*Asia +28%
*N. America +8%
*LatAm +10%
EBITDA +15%
*Marg. 69.0% (69.9)
EBIT +15%
*Marg 62.1% (63.2)
EPS +8%
Avg. FTEs +20%

'For the full year our…

$TSLA Q1 2024

Revenue -9%
*Automotive -13%
*Energy Gen. & Storage +7%
Gross Profit -18%
*marg. 17.4% (19.3%)
EBIT -56%
*marg. 5.5% (11.4%)
Adj. EBITDA -21%
*marg. 15.9% (18.3%)
EPS -53%
FCF -674%

What makes a 100-bagger?

In this visual, we break down the return, revenue and EBIT growth, margin development, and multiple expansion or contraction for each of the 15 best performing stocks over the last 15 years.

$XPEL $PATK $NXST $CAR $NVDA $CELH $MITK $DXCM $BESI $SRT.DE…