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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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View Current and Archived Dividend Growth Newsletters
Jul 31, 2025
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View previous editions of the Dividend Growth Newsletter in this article. At Valuentum, we seek to deliver to our subscribers the best dividend growth ideas, and our Dividend Growth Newsletter does just that for dividend growth investors. The Dividend Growth Newsletter portfolio puts into practice our rigorous valuation and dividend growth frameworks. The Dividend Growth Newsletter portfolio is generally found on page 5 of each edition.
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Valuentum's Dividend Growth Newsletter Portfolio
Jul 31, 2025
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We disclose the holdings of the Dividend Growth Newsletter portfolio in this article. This portfolio can always be found in each edition of the monthly Dividend Growth Newsletter.
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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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