Q2 Earnings: What Opportunities to Focus Amid Pullback?

This week, the Q2 earnings season will see a very busy week. Tech giants including Microsoft, Meta, Apple and Amazon, semiconductor stocks like AMD, ARM and QCOM, and crypto stocks Coinbase, Microstrategy will release earnings. ------------------ Do you think this earnings season will repeat April's pattern or not? What other chances to focus as the tech stocks pullback?

Oracle Strong Q1: Cloud Soars 21%, Strategic Partnerships with AWS and Google Cloud!

In the first quarter of fiscal 2025, $Oracle (ORCL)$ demonstrated strong performance, with favorable growth rates in its cloud business, and announced partnerships with $Amazon (AMZN)$ and $Google A(GOOGL)$. $Google (GOOG)$ partnership, jumping 8% after hours.PerformanceOracle's revenue for the quarter totaled $13.3 billion, up 8% year-over-year and ahead of market expectations of $13.24 billion.Cloud services revenue reached $5.6 billion, up 22 percent year-over-year, slightly below market expectations of $5.61 billion.Infrastructure revenue increased 45 percent year-over-year to $2.2 billion, demonstrating strong market demand.Ap
Oracle Strong Q1: Cloud Soars 21%, Strategic Partnerships with AWS and Google Cloud!

Does Lululemon bottom here?

$lululemon athletica (LULU)$, one of the worst-performing components of the $S&P 500 (.SPX)$ index this year, has rallied 4% after reporting Q2 results.Although it is not worth mentioning compared to its performance this year, but it is also a microcosm of the overall consumer sector.PerformanceTotal Revenue: $2.4 billion, up 7% year-over-year, and up 8% on a currency-neutral basis.Earnings per share: Adjusted earnings per share of $3.15, up 18 percent year-over-year.Gross Margin: Gross margin was 59.6%, up from 58.8% in the same period last year, primarily due to lower product costs and fewer discounts.Performance by business category:Women's apparel revenue growth of 6%Mens
Does Lululemon bottom here?

Crowdstrike Lower Guidance After Global Outage?

$CrowdStrike Holdings, Inc.(CRWD)$ reported its Q2 FY2025 (ended July 31, 2024) results after the bell on August 29th.With the impact of the global downtime on July 16, investors were more concerned about how the company would look ahead to future results.The company's strong position in the cybersecurity market.Financial OverviewResults for the quarter remained solid, showing that the company continues to hold a strong position in the cybersecurity market.TOTAL REVENUE: CrowdStrike's total revenue was $963.9 million, up 32% year-over-year, compared to $731.6 million in the same period last year.SUBSCRIPTION REVENUE: Subscription revenue reached $918.3 million, up 33% year-over-year, compared to $690.0 million in the same period last year.Annual R
Crowdstrike Lower Guidance After Global Outage?

Singapore Visa-free, China 144H Transit, Make This Stock A Strong Buy

$Trip.com Group Limited(TCOM)$ jumped 10% after announcing its Q2 2024 results, partly reflecting the recovery in the travel market, especially in the cross-border travel business. $TRIP.COM-S(09961)$ Financial PerformanceOverall Operating Revenue: Total operating revenue for the first half of 2024 amounted to RMB24.709 billion, a year-over-year increase of 20.7%.Of this, total revenue for the second quarter was RMB12.79 billion (approximately US$1.76 billion), up 14% year-over-year, exceeding analysts' expectations of RMB12.75 billion.Earnings per share (EPS): Adjusted EPS per ADS for the first half of the year was RMB13.24, up 61.5% year-over-year.EPS for the second quarter was 7.25, an increase of app
Singapore Visa-free, China 144H Transit, Make This Stock A Strong Buy

Banle is unfazed by the recent crisis and eyeing long-term potential for Biofuels

The radio interview between Mr William Chia, Chairman and CEO of Banle Group $CBL International Limited(BANL)$ , and RTHK was aired on August 15. If you wish to listen to the replay, please click https://news.rthk.hk/rthk/ch/news-programmes/this-episode.htm?cmsid=97. Additionally, the full text version of the interview was published on iMoney. Attached the PDF version for your further reading.
Banle is unfazed by the recent crisis and eyeing long-term potential for Biofuels

How's US Retailors Q2 Earnings Reflecting the consumption?

U.S. retail super are one after another announced the second quarter earnings, some of the super's fiscal quarter cut-off date for the end of July, so more reflective of recent consumer trends. Overall, there are these three phenomena:Food-related must spend more, but the unit price did not improve, go volume not price, can also exceed expectations;Consumption of other items of life, especially optional consumption further reduced, most categories of superstores performance to go worse, and less than expected;Membership stores that also serve both online and offline gained further scale. $Target(TGT)$ and $TJX Companies(TJX)$ which reported earnings on Aug. 21, showed similar signs, with brick-and-mortar sa
How's US Retailors Q2 Earnings Reflecting the consumption?
avatarEV_Dig
08-22

Earnings Digest | Is Zeekr's Share Price Significantly Undervalued?

Yesterday, $ZEEKR(ZK)$ reported its Q2 earnings, and its stock surged 10.7%!Although Zeekr's Q2 results were impressive, they were in line with expectations. After all, monthly sales figures for electric vehicles are publicly available. So, what’s behind Zeekr surge?Revenue for Q2 hit ¥20 billion, up 58.4% year-over-year. Breaking it down - Automotive sales revenue was ¥13.4 billion, up 59%.- Battery and parts sales totaled ¥5.3 billion, a 36.1% increase.- R&D and other revenue was ¥1.3 billion, soaring 327%.The surge in Automotive sales was driven by increased volume, with 54,811 units sold in Q2, a 100% year-over-year increase. However, revenue growth was only 59% due to the introduction of lower-priced models, which significantly reduced aver
Earnings Digest | Is Zeekr's Share Price Significantly Undervalued?
avatarBaconi
08-21

Williams-Sonoma (WSM) Q2 2024 Earnings Preview: Key Insights

As $Williams-Sonoma(WSM)$ prepares to release its Q2 2024 earnings on August 22, 2024, investors are keenly watching this home retail giant. Here’s a snapshot of what you need to know: Recent Performance and Expectations Williams-Sonoma’s Q1 2024 results showed resilience in a challenging market: Revenue: $1.66 billion, down 5.4% year-over-year Diluted EPS: $4.07 (including a one-time benefit) Adjusted Diluted EPS: $3.48 For Q2 2024, analysts expect: Non-GAAP EPS: $2.72 The company has adjusted its full-year guidance: Revenue: Expected decline of 5% to 10% Operating Margin: Raised to 15% to 16% Strategic Focus Areas Digital Innovation: AI-driven customer engagement and e-commerce optimization Sustainability: Eco-friendly practices and produc
Williams-Sonoma (WSM) Q2 2024 Earnings Preview: Key Insights
$Palo Alto Networks(PANW)$ Just bought PANW 338$ long Knockouts, at 363.35$. Targeting 100% at roughly 390$, because I see a huge symmetrical triangle on the daily chart, with price breaking out above and performing a solid s/r flip. I also see a recent bullish MACD cross on the daily chart.Image
$Bank of America(BAC)$ Investing in Bank of America (BAC) can be a strategic choice for long-term stability due to several factors: 1. **Strong Financials**: Bank of America has a solid balance sheet, with consistent revenue and profit growth over the years. This financial strength often translates to stability. 2. **Diverse Revenue Streams**: The bank operates in various sectors, including consumer banking, wealth management, and investment banking, which helps mitigate risks associated with economic downturns. 3. **Regulatory Compliance**: Post-2008 financial crisis, banks have been subject to stricter regulations. Bank of America has adapted well, maintaining capital ratios above required levels, which enhances its stability. 4. **Technolog

Cisco Q4 Earnings: AI Demand Fuels Growth Amid Splunk Integration!

$Cisco (CSCO)$ reported its Q4 FY24 results after the U.S. stock market closed on Aug. 14, with the company posting a strong Q4 performance, boosted by AI demand and additional gains from the Splunk acquisition.At the same time, the company also raised its guidance for FY2025 due to optimistic expectations for order growth.CSCO was up over 6% at one point after hours.Earnings Overview.Revenues for Q4 of FY24, which ended July 27, totaled $13.64 billion, down 10% year-over-year but still ahead of market expectations of $13.54 billion, with the acquisition of Splunk contributing $960 million to the quarter.Total product orders grew 14%, or 6% excluding Splunk.Annual Recurring Revenue (ARR) reached $29.6 billion, up 22%.Subscription reve
Cisco Q4 Earnings: AI Demand Fuels Growth Amid Splunk Integration!

Q2 Earnings| DNF Mobile Makes Tencent A Fantastic Summer!

After the Hong Kong stock market closed on August 14, $ Tencent Holdings (00700)$ announced its 24Q2 earnings report.Prior to the Q1 earnings report, Tencent's performance warming trend if the "spring flowers" to describe, then this Q2 earnings report is the "summer wood lush".The main performance is as follows:Game business rebounded steadily, old games revitalized, new games exploded, and overseas incremental growth was encouraging;Social network (video, music) hit another record high, and hot IP helped subscription rise;WeChat ecosystem further boosted advertising business to rise beyond expectations;Offline financial collection consumption dragged, wealth management business maintained growth, and enterprise services also benefit
Q2 Earnings| DNF Mobile Makes Tencent A Fantastic Summer!

S&P 500 Reporting Largest YoY Revenue Growth Since Q4 2022

Key Metrics • Earnings Scorecard: For Q2 2024 (with 91% of $S&P 500(.SPX)$ companies reporting actual results), 78% of S&P 500 companies have reported a positive EPS surprise and 59% of S&P 500 companies have reported a positive revenue surprise. • Earnings Growth: For Q2 2024, the blended (year-over-year) earnings growth rate for the S&P 500 is 10.8%. If 10.8% is the actual growth rate for the quarter, it will mark the highest year-over-year earnings growth rate reported by the index since Q4 2021 (31.4%). • Earnings Revisions: On June 30, the estimated (year-over-year) earnings growth rate for the S&P 500 for Q2 2024 was 8.9%. Nine sectors are reporting higher earnings today (compared to June 30) due to upward revisions to EP
S&P 500 Reporting Largest YoY Revenue Growth Since Q4 2022

What Makes Sea Limite A Fantastic Pivot?

$Sea Ltd(SE)$ released its Q2 2024 earnings report on August 13, 2024, and shares jumped 11% after the report and nearly doubled year-to-date earnings.Reacting to the market's optimism about this earnings report.We believe there are 3 main factorsThe e-commerce business has entered a healthy competitive situation with improved guidance and is expected to turn around in Q3 (EBITDA)Gaming weathered the toughest downturn cycle, active players as well as paying players rebounded;Strong growth in financial business with increased margin contribution.Q2 ReviewRevenue for the group as a whole was US$3.81 billion, up 23% year-on-year, above the market consensus estimate of 20%, and essentially flat on a sequential basis.Gross margin of 41.6% was slightly be
What Makes Sea Limite A Fantastic Pivot?

Earnings Preview Webinar: Could Nvidia and Broadcom sustain their stunning bull run?

Synopsis: Earnings preview of key AI beneficiaries - Nvidia and Broadcom What could propel Nvidia and Broadcom stocks higher in this earnings call? Are Nvidia and Broadcom too pricey as AI plays? Please click here to access the webinar on August 22nd at 7.30 pm.
Earnings Preview Webinar: Could Nvidia and Broadcom sustain their stunning bull run?

HIMS: What's The ER Can Bring About?

Hello everyone! Today i want to share some trading ideas with you!1.Here are my thoughts on the $Hims & Hers Health Inc.(HIMS)$ earnings 🧐Hims & Hers Health has effectively capitalized on a unique market opportunity amid a shortage of FDA-approved GLP-1 drugs. The company introduced a compounded version of Novo Nordisk's popular weight loss medication, priced at $79 per month for oral intake and $199 for injections -- this strategic move is part of Hims's larger goal to boost its weight loss product line to $100M in sales by 2025.Hims reported their Q2 2024 earnings this week with revenues of $316M, a 52% YoY increase -- surpassing the $295M guidance. The company increased its subscriber base to 1.9M, up 43% YoY. This impressive performanc
HIMS: What's The ER Can Bring About?

Disney Q3: What to expect & What to worry about?

Before the market opened on August 7, entertainment giant $ Disney (DIS)$ announced its fiscal year 2024 Q3 (ending June 30) earnings report, with a lot of highlights, and the market's reaction is also very real.On the good side, the streaming business turned a profit ahead of schedule, the gradual price increase of packages has been accepted by the market, movie content has recovered from last year's "writers' strike" downturn, and sales of the experiential division have rebounded;On the downside, theme park spending weakened ahead of schedule, mainly due to the decline in overall U.S. consumption and the depletion of residents' savings.While Disney's management remains confident in its full-year guidance, investor feedback to the mar
Disney Q3: What to expect & What to worry about?

Is Uber a defensive stock?

Uber jumped nearly 11% after reporting Q2 earnings and is one of the few consumer sector companies that can give investors confidence by outperforming expectations and passing guidance in the second quarter.Investment highlightsStrong performance.Gross Bookings increased 21% year-over-year (at constant currency), in line with trip growth.Revenue grew 15.9% year-over-year to $10.7 billion, well ahead of consensus market expectations;Consolidated revenue from Travel and Delivery grew 19% year-over-year to $9.4 billion, or 20% on a constant currency basis;Adjusted EBITDA increased 71% year-over-year to $1.57 billion, beating the market consensus estimate of $1.5 billion.Free cash flow improved to $1.72 billion from $1.14 billion last year.User Growth.Expanding its user base by 14% to 156 mill
Is Uber a defensive stock?
$GameStop(GME)$ is so good to the people it's giving the masses time to board the rocket. If you're not putting at least 10 shares a week into your account of GameStop, it’s non-sense… This is going to be the financial equivalent of Noah's Ark. GME is the life raft against all the corruption and nonsense. SAVE YOURSELF!

How did AI boost Palantir?

Despite a thrilling Monday across the market, $Palantir Technologies Inc.(PLTR)$ reported strong results for 2024Q2 on Aug. 5 after-hours.Investment HighlightsOverall revenues realized significant revenue growth, with a 27% year-over-year increase in revenues to $680 million in a single quarter.It exceeded the market consensus estimate of 6.53 there, showing a strong expansion of the company's business.Among them, government revenue grew 23% year-on-year, continuing to pick up, the main factor is still the situation in some volatile regions of the world remains so, the demand for defense as well as foreign aid to generate a steady stream of new orders. q2 ringing Q1 contract size has increased significantly;Meanwhile, the commercial g
How did AI boost Palantir?