A few additions guys…
Amazon (AMZN):-
Q2 EPS of $0.40 may not be comparable to consensus of $1.42
Revenue of $38B (+25.0% Y/Y) beats by $820M
Still growing nicely and consolidating value chains whilst entering new markets and new sectors. Abandoning profit focus may frustrate investors though and play into the hands of anti-trust regulators who could see anti competitive cross subsidising of business.
https://seekingalpha.com/pr/16899231-amazon-com-announces-se…
https://seekingalpha.com/article/4091635-amazon-com-amzn-q2-…
https://seekingalpha.com/article/4092256-amazon-com-inc-2017…
LendingClub (LC):-
Q2 EPS of -$0.01 (+89% Y/Y) in-line
Revenue of $139.6M (+35.0% Y/Y) beats by $3.19M
An in line plus beat plus re-assuring guidance. This was their easier YoY compare but they did better than I thought they would (I sold my stake going into earnings).
https://seekingalpha.com/pr/16908667-lendingclub-reports-sec…
https://seekingalpha.com/article/4096111-lendingclub-corps-l…
Twilio (TWLO):-
Q2 EPS of -$0.05 (+37.5% Y/Y) beats by $0.06
Revenue of $95.87M (+48.6% Y/Y) beats by $9.63M
Good customer addition numbers, good revenue growth beyond the Uber account. Uber decline to start next month.
https://seekingalpha.com/news/3286461-twilio-beats-q2-guidan…
https://seekingalpha.com/pr/16908691-twilio-announces-second…
https://seekingalpha.com/pr/16908691-twilio-announces-second…
Wix (WIX):-
Q2 EPS of $0.00 (from -0.09 Y/Y) misses by $0.09
Revenue of $103.52M (+50.6% Y/Y) beats by $1.56M
Good numbers maintaining a consistent 50% growth rate, still needs to demonstrate operating leverage from its promotional budget.
https://seekingalpha.com/pr/16899219-wix-reports-strong-seco…
https://seekingalpha.com/article/4092348-wix-coms-wix-ceo-av…