$Nike(NKE)$ plummeted over 11% in after-hours trading on December 21st due to disappointing performance in its FQ2 financial report ending in November. Weak performance in North America dragged down overall revenue and profit margins, casting a shadow of consumer malaise and causing a loss of confidence among investors.The company also lowered its guidance for the second half of the fiscal year, with revenue growth of only 1%, lower than the previously indicated mid-point (approximately 4-6%) and below market expectations of 3.8% growth.Q2 Earnings ReviewQ2 revenue was $13.39 billion, a mere 1% increase, falling short of the market's expected $13.46 billion. This marks the second consecutive quarter of Nike's revenue falling short of expectations.L

$Micron Technology(MU)$ stock soared nearly 5% in after-hours trading on Wednesday as the memory chip manufacturer released its Q1 fiscal year 24 results and full-year guidance, both of which exceeded market expectations.In terms of performance, the company reported revenue of $4.73 billion, a 15.6% year-over-year increase, surpassing the previously raised guidance of $4.7 billion and the market consensus of $4.54 billion. This is an improvement from the previous quarter, which saw a 40% year-over-year decline.Adjusted non-GAAP operating loss was $955 million, a 20.9% year-over-year reduction, lower than the market consensus of a $1.05 billion loss. Meanwhile, the operating cash flow for the period was $1.4 billion. These improvements were attribute

$FedEx(FDX)$ plunged nearly 10% after hours due to its Q2 earnings report ending on November 30th, which fell short of expectations and lowered guidance for the next quarter. As investors look to the performance of logistics companies to gauge the global macroeconomic environment, particularly the level of commercial activity, this could also become an important indicator.The company's downward revision also suggests that consumer spending during the year-end holiday period (from Thanksgiving to Christmas and New Year) may not be as strong as anticipated. However, does the company itself encounter urgent issues that need to be addressed?ImageInvestment Highlights1. The company's poor performance is attributed to insufficient demand. Not only did th

$Salesforce.com(CRM)$ announced its Q3 earnings report for the 2024 fiscal year ending on October 31, 2023. As the market had already raised revenue expectations, this quarter's performance was almost in line with market expectations. However, the company still raised guidance for the next quarter, causing the stock price to rise by 11%+ after hours.In fact, CRM's stock has risen nearly 100% this year, making it one of the top performers among the Magnificent 7 and also one of the best performers in the S&P 500. The stock's jump this year is mainly due to better-than-expected performance and guidance, making it the leading software company in the AI market.Investment highlights Several companies' earnings reports showing that the macroeconomic

$MEITUAN-W(03690)$ announced its Q3 earnings after Oct. 28. How compete and survive together with Douyin will become the main investment theme for the next few quarters.Investment highlightsMeituan's Q3 performance is mainly reflected in the conflicting business sectors. In the post-"stay-at-home" era, the delivery and grocery business segments have been weak, while the offline dining and transportation businesses have shown growth.Delivery has become increasingly stable, with a steady increase in profit margin, but it may be lacking in highlights. The opening of the offline economy will inevitably have a certain impact on online delivery. Although the delivery business grew by 14% YoY this quarter, it was lower than the instant delivery and dist

$Walt Disney(DIS)$ released its Q4 fiscal year 2023 earnings report after the market closed on November 8. Benefiting from cost-cutting measures and better-than-expected growth in streaming subscriptions, the company exceeded profit expectations, leading to a 3% increase in after-hours trading.Q4 Earnings RerviewIn terms of revenue and profit, Disney generated $21.24 billion, a 5% year-on-year increase, slightly below the expected $21.4 billion. The main contributor to this growth was the company's Parks segment, which has now been renamed as Experiences.Disney has recently restructured its revenue structure, making it difficult to compare with historical data. The company has reorganized its segments into Entertainment, Sports, and Experiences, wh

$Roku Inc(ROKU)$ surged nearly 19%, which exceeded expectations by quite a bit. The market is not fully pricing in its strong performance.Q3 Earnings ReviewRevenue reached $912 million, a year-on-year increase of 20%, significantly exceeding the market expectation of $856 million. Hardware revenue was $125 million, higher than the market expectation of $103 million; platform revenue was $787 million, higher than the market expectation of $755 million.Gross margin reached 48%, higher than the market expectation of 43.3%.EBITDA was $43 million, turning a loss into a profit, while the market expectation was a loss of $30 million. However, the earnings per share were -$2.32, lower than the expected -$1.93.In terms of users, MAU reached 75.8 million, a

$Estee Lauder(EL)$ plummeted in pre-market trading, dropping 15% due to the just-released FY24Q1 financial report falling short of expectations. Specifically, the speed of revenue recovery slowed, causing the company to lower its full-year outlook. EPS was slightly better than expected, but revenue missed by $30 million. In terms of regions, the Asia-Pacific region had some currency losses due to Japan and China, resulting in an overall in-line performance. As for guidance, FY24Q2 is not too different, as it is the end-of-year shopping season. However, the company lowered its expectations for FY24H2, which is the first half of next year, with Europe being the most significant "below expectations" point. Why did the market estimate keep the growth? B

$Pinterest, Inc.(PINS)$ released its financial report after the market closed. In addition to exceeding expectations in terms of current user numbers, revenue, and profit levels, the company expressed great confidence in doubling its full-year profit margin and mentioned multiple times the help of AI in the company's performance. A few days prior, $Snap Inc(SNAP)$ lso announced strong Q3 performance.PINS Q3 EarningsRevenue unexpectedly achieved double-digit growth of 11%, reaching $763 million, exceeding market expectations of $744 million.Adjusted EBITDA was $185 million, higher than the market's expected $135.1 million; net profit went from a loss of $65.2 million in the same period last year to a profi

😀Hi Tigers,The Q3 earnings season will really get going when the big banks start coming out with their quarterly numbers in 13-October.Now I invite you to take a closer look at next week's top 20 stocks that are expected to post positive EPS that could exceed data from the same period last year.1. Why EPS Matters?Earnings per share(EPS), refers to the income per share brought to investors/shareholders in the open market.EPS is calculated as a company's profit divided by the outstanding shares of its common stock. The resulting number serves as an indicator of a company's profitability.Investors like companies with high profitability, and the market always rewards those earnings results that beat the estimates. Hope the following content helps you learn more about good companies.2. Weekly L

Bank stocks may have set an example during the earnings season, as banks strive to demonstrate their recovery from the most challenging industry crisis since the 2008 financial crisis. Of course, with various downward revisions in Q1 expectations, the market had already reached a consensus on the decline in Q2 performance (at least in terms of profits), so it was priced in early, and the banking sector index underperformed the overall market. However, due to positive macroeconomic data and a continuous decline in the US dollar index, overall sentiment is gradually improving. $JPMorgan Chase(JPM)$ Adjusted revenue for JPMorgan Chase was $42.4 billion, exceeding the market's consensus of $38.9 billion. Net interest income was $21.8 billion, surpassi