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Recent Articles
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Meta Platforms Issues Third Quarter Revenue Guidance Well Above Consensus
Aug 2, 2025
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Image: Meta’s free cash flow remains robust despite higher capital spending.
Looking to the third quarter of 2025, Meta Platforms expects revenue to be in the range of $47.5-$50.5 billion (consensus was $44.8 billion), revealing sequential growth at the midpoint relative to second quarter numbers. The company’s guidance assumes a 1% tailwind to revenue growth from foreign currency, based on current exchange rates. Meta fell short of providing an outlook for fourth quarter revenue, but it noted that its year-over-year growth rate for the quarter will be slower than the third quarter as it laps a period of stronger growth in the fourth quarter of last year. Though Meta is not a large dividend payer, we think its dividend growth prospects are fantastic.
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Dividend Increases/Decreases for the Week of August 1
Aug 1, 2025
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Let's take a look at firms raising/lowering their dividends this week.
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Microsoft Puts Up Awesome Fiscal Fourth Quarter Results
Jul 31, 2025
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Image Source: TradingView.
Looking to fiscal 2026, Microsoft expects to deliver another year of double-digit revenue and operating income growth. Management noted that it “will continue to invest against the expansive opportunity ahead across both capital expenditures and operating expenses given (its) leadership position in commercial cloud, strong demand signals for (its) cloud and AI offerings, and significant contracted backlog.” Capital expenditures are expected to be over $30 billion in the first quarter of fiscal 2026. Microsoft is firing on all cylinders, and we continue to like the idea in the newsletter portfolios.
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Visa’s Fiscal Third Quarter Results Reveal Consumer Remains Resilient
Jul 30, 2025
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Image: Visa’s free cash flow generation remains phenomenal.
Visa’s fiscal third quarter results showed that the consumer continues to be resilient, with healthy spending trends continuing into July. During the quarter, payments volume increased 8%, while total cross-border volume increased 12%. Processed transactions increased 10% in the quarter. Cash and investment securities were $20.4 billion at the end of the quarter versus $25.1 billion in short- and long-term debt. For the nine months ended June 30, cash flow from operations increased to $16.8 billion, up from $13.3 billion in the same period a year ago. For the nine months ended June 30, free cash flow totaled $15.7 billion, or 53.7% of revenue. We continue to like Visa as a top weighting in the Best Ideas Newsletter portfolio.
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