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Top stories today:
- Microsoft’s revenue +18% YoY to $62.0B in FY24 Q2
- Alphabet’s revenue +3% to $69.8B in Q4
- Vision Pro reviews mixed, highlighting this is Apple's 1st attempt
- Novo Nordisk’s revenue +31% to $33.7B in 2023
- Elon Musk's stock option package struck down by DE judge
0. Data and calendar
All values as of 6 AM ET / 3 AM PT, other than S&P500 and NASDAQ close (4 PM ET / 1 PM PT).
All times are ET.
1. Microsoft’s revenue +18% YoY to $62.0B in FY24 Q2, as net income +33% to $21.9B
Azure continues to lead growth, at +30% YoY, fueled by AI services, as the Xbox division was +61% due to the Activision acquisition
Microsoft stock 0% after hours.
2. Alphabet’s revenue +13% to $86.3B in Q4
Alphabet stock -6% after hours.
3. Vision Pro reviews generally mixed, highlighting this is just Apple’s 1st version
Pros:
Best AR headset available in terms of video passthrough, quality, and hand/eye tracking.
1M iPad apps that work out of the box.
Cons:
Not many use cases other than entertainment and providing a large screen.
Price ($3,499).
Blurry passthrough.
Lonelyness feeling, as experiences cannot be shared.
Our view: the Vision Pro is more premature than the 2007 iPhone, but give Apple a few years and they will do magic
Reminder: there was no App Store on the original iPhone (launched in 2007) — nor there was copy and paste.
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