Dividend Wave
@DividendWave
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Dividend growth stocks analysis Getting dividends to fund travel/surfing Graphs/data to be a better investor Some growth and crypto Semiconductors ftw
Joined May 2020
Dividend wave philosophy Find the companies that will supply a growing wave Allocate the energy ($) to enter. Surf it If dividends aren't growing, find another wave
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$MSFT expects $80 B capex for FY25 Interesting to see the effect on FCF this year 1Q´25 -7% FCF YoY 2Q´25 -29% FCF YoY
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Ex-dividend this week $AAPL Apple $ASML $V Visa $SBUX Starbucks $MSCI
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$ASML net bookings Market was excited about 4Q bookings but FY24 is the lowest year since FY20
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$GOOG FY24 Cash flow Operating Cash Flow +23% Capex +63% (FY25 guided +43% to $75 B) Free Cash Flow +5% Buybacks $62.2 B. 85% of FCF First year of dividends (3 quarters). 10% of FCF
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$QCOM strong quarter (Above guidance) 1Q YoY Revenue $11.7 B record revenue +17% Net income +15% Dil. EPS +15% OCF +56% FCF +58% 2Q guidance revenue $10.3B - $11.2B (+16% YoY at mid point)
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Always worth a listen to @European_DGI and @DividendTalk_ weekly podcast!
Our latest Dividend Talk #podcast episode was released last weekend, focusing on earnings from AbbVie, Shell, Starbucks and LVMH We also discussed UPS’s decision to reduce Amazon exposure. Listen here:
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$AMD Solid 4Q 4Q YoY Revenue +24% (record revenue $7.7 B) Data center record quarter $3.9 B +69% Net income -28% Dil. EPS -29% (Adj. +42%) FY24 OCF +82% FCF +115%
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$GOOG with another solid quarter. announces FY25 Capex at $75 B 4Q YoY Revenue +12% (Cloud +30%) Net income +28% Dil. EPS +31% FY24 OCF +23% FCF +5% (Capex +63%)
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@donkeyfridolin No clue. Could be lower revenue growth for 4Q; Lower # of transactions, some of the platforms not delivering what market wanted. Guidance
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@tompaja would vote for that
$EBAY 53% reduction in shares outstanding since FY16 ~$32 billion in buybacks ~$25 billion market cap currently
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$PYPL at YE 2024 $10.3 B in cash and ST investments $4.6 B in LT investments $9.9 B in LT debt
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