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At the time, Starbucks was more about the coffee and not so much about the experience. Schultz wanted to open actualcoffee shopsto sell brewed coffee, while the owners of Starbucks didn’t.</p><p>Needless to say, we know that Schultz ended up getting his way. And that’s a pivot that made a lot of people very wealthy, including Schultz himself.</p><p>When it comes to Phil Knight and<b>Nike</b>(NYSE:<b><u>NKE</u></b>), he started out selling Japanese track shoes withBill Bowerman, his former track coach at the University of Oregon. In this instance,Nike was born in 1971after Bowerman used his wife’s waffle maker to make a rubber sneaker sole.</p><p>The rest, as they say, is history.</p><p>A more recent example of a business pivot would be<b>GameStop</b>(NYSE:<b><u>GME</u></b>), which is in the middle of transforming from a brick-and-mortar retailer of video games. Ryan Cohen, co-founder of<b>Chewy</b>(NYSE:<b><u>CHWY</u></b>), wants totransform the company intothe<b>Amazon</b>(NASDAQ:<b><u>AMZN</u></b>) of gaming.</p><p>Controlling more than half the board, he just might do it.</p><p>Let’s take a look at 7big businesses with the size and scale to successfully pivot:</p><ul><li><b>Adobe</b>(NASDAQ:<b><u>ADBE</u></b>)</li><li><b>Salesforce.com</b>(NYSE:<b><u>CRM</u></b>)</li><li><b>Sony</b>(NYSE:<b><u>SONY</u></b>)</li><li><b>Square</b>(NYSE:<b><u>SQ</u></b>)</li><li><b>Intuit</b>(NASDAQ:<b><u>INTU</u></b>)</li><li><b>Fiserv</b>(NASDAQ:<b><u>FISV</u></b>)</li><li><b>Advanced Micro Devices</b>(NASDAQ:<b><u>AMD</u></b>)</li></ul><p>As we continue to see big developments and changes in technology, these companies are strong enough to find a way to keep making money.</p><p><b>Big Companies Powerful Enough to Pivot: Adobe (ADBE)</b></p><p>My most recent Adobe endorsement was last month, when I included it on a list ofseven recession-proof stocksto buy to get investors through most economic downturns.</p><p>I concluded my take on Adobe saying, “Five years from now, you won’t regret having bought ADBE stock.” It’s up 16% in the six weeks or so since. You can chalk that up to lucky timing.</p><p>When it comes to pivoting successfully, history shows Adobe hasn’t been a company to sit still. To illustrate, check out thisblog postfrom<i>Product Habits</i>entitled “How Adobe Became a Successful $95 billion SaaS Company<i>.”</i>In that article, the author runs through the company timeline from 1982 through 2017.</p><p>First, there was Photoshop, the visual design application that became a household name. ADBE grew into a massive enterprise software provider by going where business was heading, rather than where it had been.</p><p>Then, between 1994 and 2006, Adobe used acquisitions to transition into the consumer market after being almost exclusively a provider of design tools for businesses. Over the next decade, from 2007 to 2017, it transitioned once more and became a cloud-based SaaS company.</p><p>I can say with certainty that the Adobe of 2031 won’t be identical to today’s Adobe. History has proven this to be true.</p><p><b>Salesforce.com (CRM)</b></p><p>My guess is that Salesforce.com founder and CEO Marc Benioff will be remembered more for his commitment to stakeholder capitalism than he will for creating a cloud-based software company worth $210 billion whose suite of applications are vital to businesses everywhere.</p><p>A student-faculty blog published by the University of Denver — The Race to the Bottom — recently pointed out that61 companies, including Salesforce, had made a major commitment to environmental, social, and governance (ESG) initiatives.</p><p>“All 61 companies have committed to focusing annual reporting on 21 ESG-centered ‘Stakeholder Capitalism Metrics.’ Id. These metrics not only create consistency, but also allow for companies to compare the success of ESG initiatives over time between and amongst competitors,” the March 3 blog post stated.</p><p>Benioff believes that companies must hold themselves accountable. It’s the only way for a business to retain the trust of every stakeholders it interacts with.</p><p>To me, this is just as important a pivot for the company’s future health as its$27 billion acquisitionof<b>Slack Technologies</b>(NYSE:<b><u>WORK</u></b>). Assuming Benioff carries through on his commitment, I expect big things to happen for this company over the next 10 to 20 years.</p><p><b>Sony (SONY)</b></p><p>A body in motion stays in motion. That’s a paraphrased version of Isaac Newton’sFirst Law of Motion. But beyond physics, I believe it’s an apt description for this technology conglomerate thatgot its startshortly after World War II.</p><p>On April 1, 2021, Sony Corporation becameSony Group, its first name change in 63 years. As the<i>Financial Times</i>explained when the company first introduced the change in June 2020, Sony wanted to put all of its divisions onequal footingwith its electronics business.</p><p>The company has built a powerful conglomerate over 74 years in business. And it is proud of this fact. It hasseven distinct businesses: Games &amp; Network Services, Music, Pictures, Electronics Products &amp; Solutions, Imaging &amp; Sensing Solutions, Financial Services, and New Initiatives.</p><p>“Its offerings of music, movies, TV and games, when combined with the various delivery mechanisms Sony produces (virtual reality, streaming services and soon to include the PlayStation 5) appear to vindicate years of persistence with a business mix that always seemed more cohesive in principle than it ever quite delivered in practice,” said<i>Financial Times</i>contributor Leo Lewis.</p><p>Since Sony first announced the name change in June 2020, SONY stock is up almost 60%. If there is a company that will continue to pivot, Sony is it.</p><p><b>Square (SQ)</b></p><p>I’ve been a fan of Square for a long time. I think the first timeI recommended SQ stockwas in February 2017.</p><p>“I wouldn’t make SQ stock a core holding, but I’d have no problem recommending the stock for a small part of your portfolio because businesses that make or save people money tend to do well in the long run; it does both,” I wrote on Feb. 3, 2017.</p><p>I wasn’t totally sold at the time, but I soon would be. In April 2018, I said that I saw Square havinga greater market capitalizationthan<b>Twitter</b>(NYSE:<b><u>TWTR</u></b>) in five years.</p><p>Well, today Square’s market cap is $120 billion, 2.1x greater than Twitter’s.</p><p>One needs only look at Square’s website to understand that when it comes to pivots, Square isall about change. The company suggests that society’s move to a cashless society was accelerated greatly by Covid-19. It estimates the shift away from cash usage would have taken more than three years without a pandemic forcing the issue.</p><p>Where might Square be headed next?</p><p>Well, we already know that it’sgetting into bankingwith Square Financial Services, an industrial bank that will begin its journey by underwriting and originating business loans.In combination with Square’s acquisition of Tidal, Jay-Z’s streaming service, this suggests CEO and co-founder Jack Dorsey is looking much farther down the road than most.</p><p>I can’t wait to see what it does next.</p><p><b>Intuit (INTU)</b></p><p>Back in 2014, then CEO Brad Smith — he now serves asExecutive Chairman— launched Intuit’s three-year plan to grow its cloud-based business. To do that, Smith sent his people into the field to getnew ideasthat weren’t generic rip-offs of other products and services.</p><p>“We followed the leaders of the product companies that we admired. Each one of us followed a CEO and watched how they made their decisions, how they engaged their teams, how much time they spent in products, and we changed the way we lead inside the company,” Smith said during Intuit’s annual investor briefing in September 2014. “The fruits of that labor showed up this year.”</p><p>As part of its plan, Intuit set a three-year goal to generate 73% of its revenue from recurring, cloud-based services by the end of fiscal 2017.</p><p>How’s it doing that?</p><p>The company’s January 2021 presentation points out how much growth it’s had since 2010, which it considers the beginning of the mobile and cloud era. From July 201o through July 2020, itgrew its customer baseby 97%, from 29 million to 57 million.</p><p>Over this period, its stock increased 900%, 2.4 times the<b>Nasdaq</b>&nbsp;and 4.5 times the<b>S&amp;P 500</b>.</p><p>Over the next five years, INTU wants to grow its customer base to 200 million or more, an almost four-fold increase. To do that, it wants to make consumers and business owners better decision-makers about their finances, with disruption at the center of it all.</p><p><b>Fiserv (FISV)</b></p><p>In May 2019, former CEO Jeff Yabuki gave the keynote speech at Fiserv’s annual Forum conference.</p><p>“The world is changing faster than ever,” Yabuki said. “The line between a crazy idea and the next big thing is nearly impossible to discern.”</p><p>Fiserv’s May 14blog postdug a little deeper into that thought.</p><p>“Dancing on that fine line between crazy and innovation are concepts that carry monumental implications for financial services and payments,” Fiserv states.</p><p>“Real-time money movement, artificial intelligence, and harnessing the power of data and analytics represent both the challenge of adapting to change and a wealth of opportunities for businesses to deepen customer relationships.”</p><p>Businesses are being reimagined daily to meet the needs of consumers in a time of flux and change.</p><p>In July 2019, Fiserv completed its$22 billionacquisition of First Data in an all-stock transaction. Since then, First Data shareholders who kept their FISV stock are sitting on 24% gains over 21 months.</p><p>It’s not spectacular, but the performance is solid nonetheless. As long as Fiserv continues to embrace change, I’m sure it will continue to do right by its shareholders.</p><p><b>Advanced Micro Devices (AMD)</b></p><p>I don’t think many companies have changed as much as Advanced Micro Devices has since CEO Lisa Su took the helm inOctober 2014.</p><p>When the company’s board promoted Su from Chief Operating Officer to CEO, the chipmaker faced a potential bankruptcy filing. Six-and-a-half years later, AMD stock is riding high, up almost 3,000%.</p><p>To get to today, Su had to take somecalculated risksabout where the company should focus its energy.</p><p>“It is really important when you’re a technology company to decide what you are really, really good at because you have to be the best, number one or number two,” Su told<i>CNN Business</i>in March 2020.</p><p>“It’s all about focusing on, ‘Hey, this is the DNA of the company, let us make it as great as possible in terms of what we can bring to the market.’”</p><p>Amazingly, as much success as Su’s had in recent years, she believes that the future remains highly competitive, requiring AMD always to be thinking years in the future so it can bring its customers products they didn’t even know they needed.</p><p>Su’s made big gains from gaming and artificial intelligence. Who knows where AMD might pivot in the next 2-3 years. However, if there’s one thing investors have learned, it’s that this CEO is not afraid to take chances.</p><p>That’s an important quality to possess.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Big Companies Powerful Enough to Pivot Their Business</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Big Companies Powerful Enough to Pivot Their Business\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-20 13:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/04/7-big-companies-powerful-enough-to-pivot-their-business/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you're looking for big companies to make major pivots, these seven tech stocks come to mind.Two of the best business books I’ve read about big companies with humble journeys from little startups ...</p>\n\n<a href=\"https://investorplace.com/2021/04/7-big-companies-powerful-enough-to-pivot-their-business/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","ADBE":"Adobe","CRM":"赛富时","SONY":"索尼","SQ":"Block","INTU":"财捷"},"source_url":"https://investorplace.com/2021/04/7-big-companies-powerful-enough-to-pivot-their-business/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190077185","content_text":"If you're looking for big companies to make major pivots, these seven tech stocks come to mind.Two of the best business books I’ve read about big companies with humble journeys from little startups into major economic forces arePour Your Heart Into Itby Howard Schultz andShoe Dogby Phil Knight.In Schultz’s case, he joinedStarbucks(NASDAQ:SBUX) in 1982 as director of retail operations and marketing. At the time, Starbucks was more about the coffee and not so much about the experience. Schultz wanted to open actualcoffee shopsto sell brewed coffee, while the owners of Starbucks didn’t.Needless to say, we know that Schultz ended up getting his way. And that’s a pivot that made a lot of people very wealthy, including Schultz himself.When it comes to Phil Knight andNike(NYSE:NKE), he started out selling Japanese track shoes withBill Bowerman, his former track coach at the University of Oregon. In this instance,Nike was born in 1971after Bowerman used his wife’s waffle maker to make a rubber sneaker sole.The rest, as they say, is history.A more recent example of a business pivot would beGameStop(NYSE:GME), which is in the middle of transforming from a brick-and-mortar retailer of video games. Ryan Cohen, co-founder ofChewy(NYSE:CHWY), wants totransform the company intotheAmazon(NASDAQ:AMZN) of gaming.Controlling more than half the board, he just might do it.Let’s take a look at 7big businesses with the size and scale to successfully pivot:Adobe(NASDAQ:ADBE)Salesforce.com(NYSE:CRM)Sony(NYSE:SONY)Square(NYSE:SQ)Intuit(NASDAQ:INTU)Fiserv(NASDAQ:FISV)Advanced Micro Devices(NASDAQ:AMD)As we continue to see big developments and changes in technology, these companies are strong enough to find a way to keep making money.Big Companies Powerful Enough to Pivot: Adobe (ADBE)My most recent Adobe endorsement was last month, when I included it on a list ofseven recession-proof stocksto buy to get investors through most economic downturns.I concluded my take on Adobe saying, “Five years from now, you won’t regret having bought ADBE stock.” It’s up 16% in the six weeks or so since. You can chalk that up to lucky timing.When it comes to pivoting successfully, history shows Adobe hasn’t been a company to sit still. To illustrate, check out thisblog postfromProduct Habitsentitled “How Adobe Became a Successful $95 billion SaaS Company.”In that article, the author runs through the company timeline from 1982 through 2017.First, there was Photoshop, the visual design application that became a household name. ADBE grew into a massive enterprise software provider by going where business was heading, rather than where it had been.Then, between 1994 and 2006, Adobe used acquisitions to transition into the consumer market after being almost exclusively a provider of design tools for businesses. Over the next decade, from 2007 to 2017, it transitioned once more and became a cloud-based SaaS company.I can say with certainty that the Adobe of 2031 won’t be identical to today’s Adobe. History has proven this to be true.Salesforce.com (CRM)My guess is that Salesforce.com founder and CEO Marc Benioff will be remembered more for his commitment to stakeholder capitalism than he will for creating a cloud-based software company worth $210 billion whose suite of applications are vital to businesses everywhere.A student-faculty blog published by the University of Denver — The Race to the Bottom — recently pointed out that61 companies, including Salesforce, had made a major commitment to environmental, social, and governance (ESG) initiatives.“All 61 companies have committed to focusing annual reporting on 21 ESG-centered ‘Stakeholder Capitalism Metrics.’ Id. These metrics not only create consistency, but also allow for companies to compare the success of ESG initiatives over time between and amongst competitors,” the March 3 blog post stated.Benioff believes that companies must hold themselves accountable. It’s the only way for a business to retain the trust of every stakeholders it interacts with.To me, this is just as important a pivot for the company’s future health as its$27 billion acquisitionofSlack Technologies(NYSE:WORK). Assuming Benioff carries through on his commitment, I expect big things to happen for this company over the next 10 to 20 years.Sony (SONY)A body in motion stays in motion. That’s a paraphrased version of Isaac Newton’sFirst Law of Motion. But beyond physics, I believe it’s an apt description for this technology conglomerate thatgot its startshortly after World War II.On April 1, 2021, Sony Corporation becameSony Group, its first name change in 63 years. As theFinancial Timesexplained when the company first introduced the change in June 2020, Sony wanted to put all of its divisions onequal footingwith its electronics business.The company has built a powerful conglomerate over 74 years in business. And it is proud of this fact. It hasseven distinct businesses: Games & Network Services, Music, Pictures, Electronics Products & Solutions, Imaging & Sensing Solutions, Financial Services, and New Initiatives.“Its offerings of music, movies, TV and games, when combined with the various delivery mechanisms Sony produces (virtual reality, streaming services and soon to include the PlayStation 5) appear to vindicate years of persistence with a business mix that always seemed more cohesive in principle than it ever quite delivered in practice,” saidFinancial Timescontributor Leo Lewis.Since Sony first announced the name change in June 2020, SONY stock is up almost 60%. If there is a company that will continue to pivot, Sony is it.Square (SQ)I’ve been a fan of Square for a long time. I think the first timeI recommended SQ stockwas in February 2017.“I wouldn’t make SQ stock a core holding, but I’d have no problem recommending the stock for a small part of your portfolio because businesses that make or save people money tend to do well in the long run; it does both,” I wrote on Feb. 3, 2017.I wasn’t totally sold at the time, but I soon would be. In April 2018, I said that I saw Square havinga greater market capitalizationthanTwitter(NYSE:TWTR) in five years.Well, today Square’s market cap is $120 billion, 2.1x greater than Twitter’s.One needs only look at Square’s website to understand that when it comes to pivots, Square isall about change. The company suggests that society’s move to a cashless society was accelerated greatly by Covid-19. It estimates the shift away from cash usage would have taken more than three years without a pandemic forcing the issue.Where might Square be headed next?Well, we already know that it’sgetting into bankingwith Square Financial Services, an industrial bank that will begin its journey by underwriting and originating business loans.In combination with Square’s acquisition of Tidal, Jay-Z’s streaming service, this suggests CEO and co-founder Jack Dorsey is looking much farther down the road than most.I can’t wait to see what it does next.Intuit (INTU)Back in 2014, then CEO Brad Smith — he now serves asExecutive Chairman— launched Intuit’s three-year plan to grow its cloud-based business. To do that, Smith sent his people into the field to getnew ideasthat weren’t generic rip-offs of other products and services.“We followed the leaders of the product companies that we admired. Each one of us followed a CEO and watched how they made their decisions, how they engaged their teams, how much time they spent in products, and we changed the way we lead inside the company,” Smith said during Intuit’s annual investor briefing in September 2014. “The fruits of that labor showed up this year.”As part of its plan, Intuit set a three-year goal to generate 73% of its revenue from recurring, cloud-based services by the end of fiscal 2017.How’s it doing that?The company’s January 2021 presentation points out how much growth it’s had since 2010, which it considers the beginning of the mobile and cloud era. From July 201o through July 2020, itgrew its customer baseby 97%, from 29 million to 57 million.Over this period, its stock increased 900%, 2.4 times theNasdaq and 4.5 times theS&P 500.Over the next five years, INTU wants to grow its customer base to 200 million or more, an almost four-fold increase. To do that, it wants to make consumers and business owners better decision-makers about their finances, with disruption at the center of it all.Fiserv (FISV)In May 2019, former CEO Jeff Yabuki gave the keynote speech at Fiserv’s annual Forum conference.“The world is changing faster than ever,” Yabuki said. “The line between a crazy idea and the next big thing is nearly impossible to discern.”Fiserv’s May 14blog postdug a little deeper into that thought.“Dancing on that fine line between crazy and innovation are concepts that carry monumental implications for financial services and payments,” Fiserv states.“Real-time money movement, artificial intelligence, and harnessing the power of data and analytics represent both the challenge of adapting to change and a wealth of opportunities for businesses to deepen customer relationships.”Businesses are being reimagined daily to meet the needs of consumers in a time of flux and change.In July 2019, Fiserv completed its$22 billionacquisition of First Data in an all-stock transaction. Since then, First Data shareholders who kept their FISV stock are sitting on 24% gains over 21 months.It’s not spectacular, but the performance is solid nonetheless. As long as Fiserv continues to embrace change, I’m sure it will continue to do right by its shareholders.Advanced Micro Devices (AMD)I don’t think many companies have changed as much as Advanced Micro Devices has since CEO Lisa Su took the helm inOctober 2014.When the company’s board promoted Su from Chief Operating Officer to CEO, the chipmaker faced a potential bankruptcy filing. Six-and-a-half years later, AMD stock is riding high, up almost 3,000%.To get to today, Su had to take somecalculated risksabout where the company should focus its energy.“It is really important when you’re a technology company to decide what you are really, really good at because you have to be the best, number one or number two,” Su toldCNN Businessin March 2020.“It’s all about focusing on, ‘Hey, this is the DNA of the company, let us make it as great as possible in terms of what we can bring to the market.’”Amazingly, as much success as Su’s had in recent years, she believes that the future remains highly competitive, requiring AMD always to be thinking years in the future so it can bring its customers products they didn’t even know they needed.Su’s made big gains from gaming and artificial intelligence. Who knows where AMD might pivot in the next 2-3 years. However, if there’s one thing investors have learned, it’s that this CEO is not afraid to take chances.That’s an important quality to possess.","news_type":1},"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373250680,"gmtCreate":1618853713640,"gmtModify":1704715945117,"author":{"id":"3581946502716658","authorId":"3581946502716658","name":"ugrhhumans","avatar":"https://static.tigerbbs.com/d4f9e8d02a3b0be0cc85748b6fbe5cda","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581946502716658","authorIdStr":"3581946502716658"},"themes":[],"htmlText":"N","listText":"N","text":"N","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373250680","repostId":"1184320312","repostType":4,"repost":{"id":"1184320312","kind":"news","pubTimestamp":1618843346,"share":"https://ttm.financial/m/news/1184320312?lang=&edition=fundamental","pubTime":"2021-04-19 22:42","market":"us","language":"en","title":"Microsoft's 'Netflix-for-gaming' service launches on iPhone and PC this week","url":"https://stock-news.laohu8.com/highlight/detail?id=1184320312","media":"CNBC","summary":"Microsoft’s Xbox Cloud Gaming service, previously known as xCloud, will begin rolling out in beta to","content":"<div>\n<p>Microsoft’s Xbox Cloud Gaming service, previously known as xCloud, will begin rolling out in beta to iPhones, iPads and PCs this week. The service will be invite-only to start, Microsoftsaid in a blog...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/19/microsoft-xbox-cloud-gaming-for-iphone-and-pc-rolls-out-this-week.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft's 'Netflix-for-gaming' service launches on iPhone and PC this week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft's 'Netflix-for-gaming' service launches on iPhone and PC this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-19 22:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/04/19/microsoft-xbox-cloud-gaming-for-iphone-and-pc-rolls-out-this-week.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft’s Xbox Cloud Gaming service, previously known as xCloud, will begin rolling out in beta to iPhones, iPads and PCs this week. The service will be invite-only to start, Microsoftsaid in a blog...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/19/microsoft-xbox-cloud-gaming-for-iphone-and-pc-rolls-out-this-week.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.cnbc.com/2021/04/19/microsoft-xbox-cloud-gaming-for-iphone-and-pc-rolls-out-this-week.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1184320312","content_text":"Microsoft’s Xbox Cloud Gaming service, previously known as xCloud, will begin rolling out in beta to iPhones, iPads and PCs this week. The service will be invite-only to start, Microsoftsaid in a blog poston Monday.Xbox Cloud Gaming was on track to launch for iPhones and iPads earlier, but Apple updated its App Store rules in September that impacted services like Xbox Gaming andGoogleStadia. Apple’s move forced the companies to use web browsers to redesign their services so that they could circumvent the App Store rules. Under the rules, Microsoft, Google and other companies with similar services would have had to offer each game as an individual download instead of offering a complete library the wayNetflixdoes for movies.Xbox Cloud Gaming is sort of like Netflix for games. People who subscribe to Microsoft’s $14.99/month Xbox Game Pass Ultimate plan can access more than 100 titles. The cloud gaming aspect lets you stream the games without having to download them, provided you have a fast enough internet connection. The streaming option is already available for Android phones.Microsoft said it will begin to roll out the service in 22 countries and will continue to invite new users to try it. Players just need a Bluetooth or USB controller for most games, though touch controls are available for some of them.","news_type":1},"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373250840,"gmtCreate":1618853676780,"gmtModify":1704715944783,"author":{"id":"3581946502716658","authorId":"3581946502716658","name":"ugrhhumans","avatar":"https://static.tigerbbs.com/d4f9e8d02a3b0be0cc85748b6fbe5cda","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581946502716658","authorIdStr":"3581946502716658"},"themes":[],"htmlText":"Gd","listText":"Gd","text":"Gd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373250840","repostId":"1121126533","repostType":4,"repost":{"id":"1121126533","kind":"news","pubTimestamp":1618845021,"share":"https://ttm.financial/m/news/1121126533?lang=&edition=fundamental","pubTime":"2021-04-19 23:10","market":"us","language":"en","title":"Netflix Reports Earnings Tuesday. Here’s What to Expect.","url":"https://stock-news.laohu8.com/highlight/detail?id=1121126533","media":"Barrons","summary":"The core debate on Netflix stock is whether the streaming video giant can maintain its subscriber gr","content":"<p>The core debate on Netflix stock is whether the streaming video giant can maintain its subscriber growth amid growing competition from new streaming services and from other forms of entertainment as the economy begins to emerge from the Covid-19 shutdown.</p>\n<p>Investors will get some new clues on that question on Tuesday, when Netflix (ticker: NFLX)&nbsp; reports first-quarter financial results.</p>\n<p>In reporting fourth-quarter results, Netflix projected March quarter revenue of $7.1 billion, with earnings of $2.97 a share, and 6 million net new subscribers. The net-add forecast for the March quarter is down from the 15.8 million spike in subscribers driven by Covid-19 in the year-ago first quarter.</p>\n<p>The company expects operating margin in the March quarter to jump to 25%, from 16.6% a year ago and 14.4% in the fourth quarter.</p>\n<p>Last quarter,Netflix surprised Wall Street&nbsp;with the news that it now expects to be cash flow break-even or better moving forward—and that it has begun considering stock buybacks. Netflix had $1.9 billion in positive free cash flow in 2020, thanks to lower production costs as a result of the pandemic, compared with a $3.3 billion cash flow loss in 2019. For 2021, Netflix expects to break even on a cash flow basis. Fourth-quarter cash flow was negative $138 million.</p>\n<p>Netflix also said that with $8.2 billion in cash and an untouched $750 million credit facility, “we believe we no longer have a need to raise external financing for our day-to-day operations.” In addition, the streaming giant said it had about $16 billion in debt overall and expects to maintain $10 billion to $15 billion in gross debt over time. Netflix said it would “explore returning cash to shareholders through ongoing stock buybacks,” something it hasn’t done since 2011.</p>\n<p>The stock shot higher on that news, but has since eased back, as attention turns to the potential for slowing near-term subscriber growth. Analyst sentiment heading into earnings is mixed.</p>\n<p>Piper Sandler analyst Thomas Champion, who has an Overweight rating and $605 target price on Netflix, is bullish on the stock heading into the report. While noting that the company was a beneficiary of the pandemic, he thinks Netflix will benefit from a combination of “a strong consumer” as the economy reopens, a clamp-down on password sharing, and “a pandemic tailwind that may remain in Europe.” Champion notes that a recent Piper survey of teens found that they allocate 32% of video consumption to Netflix, versus 8% for Hulu, the second-most popular subscription video service.</p>\n<p>UBS analyst John Hodulik notes that investors have become increasingly focused on how summer seasonality might manifest this year, given a reopening economy and the potential for added churn from higher subscription prices in some markets. The stock could remain volatile in the short-to-medium term, he warns. But the analyst “continues to view Netflix as the long-term winner within streaming media and remains constructive on the fundamentals.” He keeps a Buy rating and $650 target price on Netflix shares.</p>\n<p>Raymond James analyst Andrew Marok, who has a Market Perform rating on Netflix shares, remains cautious on the stock for now. Marok continues to view Netflix as a “long-term winner in the video-on-demand space,” he writes. He does see some near-terms risks, however: the pace of subscriber additions post-pandemic, the impact of the pandemic on 2021 content releases, and scaling competition from cheaper competitive subscription services.</p>\n<p>For Netflix’s June quarter, Wall Street consensus&nbsp;calls for revenue of $7.4 billion, earnings of $2.69 a share, and 4.4 million net subscriber additions.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix Reports Earnings Tuesday. Here’s What to Expect.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNetflix Reports Earnings Tuesday. Here’s What to Expect.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-19 23:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/netflix-stock-earnings-preview-51618605790?mod=hp_DAY_Theme_1_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The core debate on Netflix stock is whether the streaming video giant can maintain its subscriber growth amid growing competition from new streaming services and from other forms of entertainment as ...</p>\n\n<a href=\"https://www.barrons.com/articles/netflix-stock-earnings-preview-51618605790?mod=hp_DAY_Theme_1_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.barrons.com/articles/netflix-stock-earnings-preview-51618605790?mod=hp_DAY_Theme_1_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121126533","content_text":"The core debate on Netflix stock is whether the streaming video giant can maintain its subscriber growth amid growing competition from new streaming services and from other forms of entertainment as the economy begins to emerge from the Covid-19 shutdown.\nInvestors will get some new clues on that question on Tuesday, when Netflix (ticker: NFLX)  reports first-quarter financial results.\nIn reporting fourth-quarter results, Netflix projected March quarter revenue of $7.1 billion, with earnings of $2.97 a share, and 6 million net new subscribers. The net-add forecast for the March quarter is down from the 15.8 million spike in subscribers driven by Covid-19 in the year-ago first quarter.\nThe company expects operating margin in the March quarter to jump to 25%, from 16.6% a year ago and 14.4% in the fourth quarter.\nLast quarter,Netflix surprised Wall Street with the news that it now expects to be cash flow break-even or better moving forward—and that it has begun considering stock buybacks. Netflix had $1.9 billion in positive free cash flow in 2020, thanks to lower production costs as a result of the pandemic, compared with a $3.3 billion cash flow loss in 2019. For 2021, Netflix expects to break even on a cash flow basis. Fourth-quarter cash flow was negative $138 million.\nNetflix also said that with $8.2 billion in cash and an untouched $750 million credit facility, “we believe we no longer have a need to raise external financing for our day-to-day operations.” In addition, the streaming giant said it had about $16 billion in debt overall and expects to maintain $10 billion to $15 billion in gross debt over time. Netflix said it would “explore returning cash to shareholders through ongoing stock buybacks,” something it hasn’t done since 2011.\nThe stock shot higher on that news, but has since eased back, as attention turns to the potential for slowing near-term subscriber growth. Analyst sentiment heading into earnings is mixed.\nPiper Sandler analyst Thomas Champion, who has an Overweight rating and $605 target price on Netflix, is bullish on the stock heading into the report. While noting that the company was a beneficiary of the pandemic, he thinks Netflix will benefit from a combination of “a strong consumer” as the economy reopens, a clamp-down on password sharing, and “a pandemic tailwind that may remain in Europe.” Champion notes that a recent Piper survey of teens found that they allocate 32% of video consumption to Netflix, versus 8% for Hulu, the second-most popular subscription video service.\nUBS analyst John Hodulik notes that investors have become increasingly focused on how summer seasonality might manifest this year, given a reopening economy and the potential for added churn from higher subscription prices in some markets. The stock could remain volatile in the short-to-medium term, he warns. But the analyst “continues to view Netflix as the long-term winner within streaming media and remains constructive on the fundamentals.” He keeps a Buy rating and $650 target price on Netflix shares.\nRaymond James analyst Andrew Marok, who has a Market Perform rating on Netflix shares, remains cautious on the stock for now. Marok continues to view Netflix as a “long-term winner in the video-on-demand space,” he writes. He does see some near-terms risks, however: the pace of subscriber additions post-pandemic, the impact of the pandemic on 2021 content releases, and scaling competition from cheaper competitive subscription services.\nFor Netflix’s June quarter, Wall Street consensus calls for revenue of $7.4 billion, earnings of $2.69 a share, and 4.4 million net subscriber additions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373250376,"gmtCreate":1618853557495,"gmtModify":1704715944135,"author":{"id":"3581946502716658","authorId":"3581946502716658","name":"ugrhhumans","avatar":"https://static.tigerbbs.com/d4f9e8d02a3b0be0cc85748b6fbe5cda","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581946502716658","authorIdStr":"3581946502716658"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373250376","repostId":"1114523776","repostType":4,"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":371077344,"gmtCreate":1618897422788,"gmtModify":1704716535154,"author":{"id":"3581946502716658","authorId":"3581946502716658","name":"ugrhhumans","avatar":"https://static.tigerbbs.com/d4f9e8d02a3b0be0cc85748b6fbe5cda","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581946502716658","authorIdStr":"3581946502716658"},"themes":[],"htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371077344","repostId":"1190077185","repostType":4,"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373250680,"gmtCreate":1618853713640,"gmtModify":1704715945117,"author":{"id":"3581946502716658","authorId":"3581946502716658","name":"ugrhhumans","avatar":"https://static.tigerbbs.com/d4f9e8d02a3b0be0cc85748b6fbe5cda","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581946502716658","authorIdStr":"3581946502716658"},"themes":[],"htmlText":"N","listText":"N","text":"N","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373250680","repostId":"1184320312","repostType":4,"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373250840,"gmtCreate":1618853676780,"gmtModify":1704715944783,"author":{"id":"3581946502716658","authorId":"3581946502716658","name":"ugrhhumans","avatar":"https://static.tigerbbs.com/d4f9e8d02a3b0be0cc85748b6fbe5cda","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581946502716658","authorIdStr":"3581946502716658"},"themes":[],"htmlText":"Gd","listText":"Gd","text":"Gd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373250840","repostId":"1121126533","repostType":4,"repost":{"id":"1121126533","kind":"news","pubTimestamp":1618845021,"share":"https://ttm.financial/m/news/1121126533?lang=&edition=fundamental","pubTime":"2021-04-19 23:10","market":"us","language":"en","title":"Netflix Reports Earnings Tuesday. Here’s What to Expect.","url":"https://stock-news.laohu8.com/highlight/detail?id=1121126533","media":"Barrons","summary":"The core debate on Netflix stock is whether the streaming video giant can maintain its subscriber gr","content":"<p>The core debate on Netflix stock is whether the streaming video giant can maintain its subscriber growth amid growing competition from new streaming services and from other forms of entertainment as the economy begins to emerge from the Covid-19 shutdown.</p>\n<p>Investors will get some new clues on that question on Tuesday, when Netflix (ticker: NFLX)&nbsp; reports first-quarter financial results.</p>\n<p>In reporting fourth-quarter results, Netflix projected March quarter revenue of $7.1 billion, with earnings of $2.97 a share, and 6 million net new subscribers. The net-add forecast for the March quarter is down from the 15.8 million spike in subscribers driven by Covid-19 in the year-ago first quarter.</p>\n<p>The company expects operating margin in the March quarter to jump to 25%, from 16.6% a year ago and 14.4% in the fourth quarter.</p>\n<p>Last quarter,Netflix surprised Wall Street&nbsp;with the news that it now expects to be cash flow break-even or better moving forward—and that it has begun considering stock buybacks. Netflix had $1.9 billion in positive free cash flow in 2020, thanks to lower production costs as a result of the pandemic, compared with a $3.3 billion cash flow loss in 2019. For 2021, Netflix expects to break even on a cash flow basis. Fourth-quarter cash flow was negative $138 million.</p>\n<p>Netflix also said that with $8.2 billion in cash and an untouched $750 million credit facility, “we believe we no longer have a need to raise external financing for our day-to-day operations.” In addition, the streaming giant said it had about $16 billion in debt overall and expects to maintain $10 billion to $15 billion in gross debt over time. Netflix said it would “explore returning cash to shareholders through ongoing stock buybacks,” something it hasn’t done since 2011.</p>\n<p>The stock shot higher on that news, but has since eased back, as attention turns to the potential for slowing near-term subscriber growth. Analyst sentiment heading into earnings is mixed.</p>\n<p>Piper Sandler analyst Thomas Champion, who has an Overweight rating and $605 target price on Netflix, is bullish on the stock heading into the report. While noting that the company was a beneficiary of the pandemic, he thinks Netflix will benefit from a combination of “a strong consumer” as the economy reopens, a clamp-down on password sharing, and “a pandemic tailwind that may remain in Europe.” Champion notes that a recent Piper survey of teens found that they allocate 32% of video consumption to Netflix, versus 8% for Hulu, the second-most popular subscription video service.</p>\n<p>UBS analyst John Hodulik notes that investors have become increasingly focused on how summer seasonality might manifest this year, given a reopening economy and the potential for added churn from higher subscription prices in some markets. The stock could remain volatile in the short-to-medium term, he warns. But the analyst “continues to view Netflix as the long-term winner within streaming media and remains constructive on the fundamentals.” He keeps a Buy rating and $650 target price on Netflix shares.</p>\n<p>Raymond James analyst Andrew Marok, who has a Market Perform rating on Netflix shares, remains cautious on the stock for now. Marok continues to view Netflix as a “long-term winner in the video-on-demand space,” he writes. He does see some near-terms risks, however: the pace of subscriber additions post-pandemic, the impact of the pandemic on 2021 content releases, and scaling competition from cheaper competitive subscription services.</p>\n<p>For Netflix’s June quarter, Wall Street consensus&nbsp;calls for revenue of $7.4 billion, earnings of $2.69 a share, and 4.4 million net subscriber additions.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix Reports Earnings Tuesday. Here’s What to Expect.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNetflix Reports Earnings Tuesday. Here’s What to Expect.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-19 23:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/netflix-stock-earnings-preview-51618605790?mod=hp_DAY_Theme_1_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The core debate on Netflix stock is whether the streaming video giant can maintain its subscriber growth amid growing competition from new streaming services and from other forms of entertainment as ...</p>\n\n<a href=\"https://www.barrons.com/articles/netflix-stock-earnings-preview-51618605790?mod=hp_DAY_Theme_1_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.barrons.com/articles/netflix-stock-earnings-preview-51618605790?mod=hp_DAY_Theme_1_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121126533","content_text":"The core debate on Netflix stock is whether the streaming video giant can maintain its subscriber growth amid growing competition from new streaming services and from other forms of entertainment as the economy begins to emerge from the Covid-19 shutdown.\nInvestors will get some new clues on that question on Tuesday, when Netflix (ticker: NFLX)  reports first-quarter financial results.\nIn reporting fourth-quarter results, Netflix projected March quarter revenue of $7.1 billion, with earnings of $2.97 a share, and 6 million net new subscribers. The net-add forecast for the March quarter is down from the 15.8 million spike in subscribers driven by Covid-19 in the year-ago first quarter.\nThe company expects operating margin in the March quarter to jump to 25%, from 16.6% a year ago and 14.4% in the fourth quarter.\nLast quarter,Netflix surprised Wall Street with the news that it now expects to be cash flow break-even or better moving forward—and that it has begun considering stock buybacks. Netflix had $1.9 billion in positive free cash flow in 2020, thanks to lower production costs as a result of the pandemic, compared with a $3.3 billion cash flow loss in 2019. For 2021, Netflix expects to break even on a cash flow basis. Fourth-quarter cash flow was negative $138 million.\nNetflix also said that with $8.2 billion in cash and an untouched $750 million credit facility, “we believe we no longer have a need to raise external financing for our day-to-day operations.” In addition, the streaming giant said it had about $16 billion in debt overall and expects to maintain $10 billion to $15 billion in gross debt over time. Netflix said it would “explore returning cash to shareholders through ongoing stock buybacks,” something it hasn’t done since 2011.\nThe stock shot higher on that news, but has since eased back, as attention turns to the potential for slowing near-term subscriber growth. Analyst sentiment heading into earnings is mixed.\nPiper Sandler analyst Thomas Champion, who has an Overweight rating and $605 target price on Netflix, is bullish on the stock heading into the report. While noting that the company was a beneficiary of the pandemic, he thinks Netflix will benefit from a combination of “a strong consumer” as the economy reopens, a clamp-down on password sharing, and “a pandemic tailwind that may remain in Europe.” Champion notes that a recent Piper survey of teens found that they allocate 32% of video consumption to Netflix, versus 8% for Hulu, the second-most popular subscription video service.\nUBS analyst John Hodulik notes that investors have become increasingly focused on how summer seasonality might manifest this year, given a reopening economy and the potential for added churn from higher subscription prices in some markets. The stock could remain volatile in the short-to-medium term, he warns. But the analyst “continues to view Netflix as the long-term winner within streaming media and remains constructive on the fundamentals.” He keeps a Buy rating and $650 target price on Netflix shares.\nRaymond James analyst Andrew Marok, who has a Market Perform rating on Netflix shares, remains cautious on the stock for now. Marok continues to view Netflix as a “long-term winner in the video-on-demand space,” he writes. He does see some near-terms risks, however: the pace of subscriber additions post-pandemic, the impact of the pandemic on 2021 content releases, and scaling competition from cheaper competitive subscription services.\nFor Netflix’s June quarter, Wall Street consensus calls for revenue of $7.4 billion, earnings of $2.69 a share, and 4.4 million net subscriber additions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373250376,"gmtCreate":1618853557495,"gmtModify":1704715944135,"author":{"id":"3581946502716658","authorId":"3581946502716658","name":"ugrhhumans","avatar":"https://static.tigerbbs.com/d4f9e8d02a3b0be0cc85748b6fbe5cda","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581946502716658","authorIdStr":"3581946502716658"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373250376","repostId":"1114523776","repostType":4,"repost":{"id":"1114523776","kind":"news","pubTimestamp":1618801660,"share":"https://ttm.financial/m/news/1114523776?lang=&edition=fundamental","pubTime":"2021-04-19 11:07","market":"us","language":"en","title":"7 Earnings Reports to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1114523776","media":"InvestorPlace","summary":"Here are the big earnings reports for investors to monitor.Once again, earnings season is here. And, once again, major market indices are at all-time highs — making these earnings reports to watch even more enticing.It’s deja vu all over again, as the saying goes. For most of the past 11 years, stocks have kept rising, and earnings reports have been good enough to keep the rallies intact.At the moment, this market doesn’t look much different. Big banks kicked off earnings season last week with a","content":"<blockquote><b>Here are the big earnings reports for investors to monitor.</b></blockquote><p>Once again, earnings season is here. And, once again, major market indices are at all-time highs — making these earnings reports to watch even more enticing.</p><p>It’s deja vu all over again, as the saying goes. For most of the past 11 years, stocks have kept rising, and earnings reports have been good enough to keep the rallies intact.</p><p>At the moment, this market doesn’t look much different. Big banks kicked off earnings season last week with a slew of strong reports. The economy is in better shape than might be expected at this point. Despite selloffs in a few ‘hot’ sectors, and another brief bout of interest rate worries, investor sentiment too remains positive.</p><p>Basically, corporate earnings just need to keep the party going. That’s particularly true over the next few weeks, as the earnings calendar features some of the world’s largest companies across the market’s biggest and most important sectors. They’re the kind of companies whose reports can move entire sectors — and, in a few cases, perhaps the entire market.</p><p>For the next few weeks, earnings reports will take center stage. For this week, these are the seven earnings reports to watch:</p><ul><li><b>Coca-Cola</b>(NYSE:<b><u>KO</u></b>)</li><li><b>IBM</b>(NYSE:<b><u>IBM</u></b>)</li><li><b>Johnson &amp; Johnson</b>(NYSE:<b><u>JNJ</u></b>)</li><li><b>Procter &amp; Gamble</b>(NYSE:<b><u>PG</u></b>)</li><li><b>Netflix</b>(NASDAQ:<b><u>NFLX</u></b>)</li><li><b>AT&amp;T</b>(NYSE:<b><u>T</u></b>)</li><li><b>Intel</b>(NASDAQ:<b><u>INTC</u></b>)</li></ul><p>Now, let’s dive in and take a closer look at each one.</p><p><b>Earnings Reports to Watch: Coca-Cola (KO)</b></p><p><b>Earnings Report Date</b>: Monday, April 19, before market open</p><p>In an uncertain environment, the broad reach of the world’s largest beverage company makes earnings this week important for almost every investor.</p><p>After all, both of the company’s channels are in uncharted waters. In supermarkets, the question is how food and beverage companies will fare against the enormously difficult comparisons of last year’s first quarter, and March specifically. In takeaway, the return to normalcy no doubt is providing some help — but how much?</p><p>Coke earnings should give some color on both sides of the business — and not just for Coke, but its rivals and peers.</p><p>It’s an important release for Coca-Cola itself. KO stock still hasn’t clawed back all of the losses it suffered in February and March of last year. Shares in fact are more than 10% off their all-time highs.</p><p>That creates an obvious opportunity. A Coca-Cola that is back to normal should lead to a KO stock that too is back to normal. Add in a dividend yield over 3% and investors would see double-digit returns. If Coca-Cola convinces investors that normalcy is just around the corner, those returns may arrive relatively quickly.</p><p><b>IBM (IBM)</b></p><p><b>Earnings Report Date</b>: Monday, April 19, after market close</p><p>Every earnings report is key for IBM. The company is in the midst of a multi-year turnaround which still hasn’t gained real traction.</p><p>Shares still are down more than one-third from 2013 highs in a market where tech stocks have soared. IBM saw revenue decline for22-consecutive quartersbefore breaking the streak in the fourth quarter of 2017. The top lineturned south againbefore the acquisition of<b>Red Hat</b>added inorganic growth.</p><p>But now Red Hat should be integrated, and bulls see IBM’s cloud business as a potential growth driver. That optimism was enough to push IBM stock to a 52-week high late last month before a recent, modest pullback.</p><p>After the really, expectations certainly aren’t sky-high, but the market no doubt is expecting progress. Anything less, and the “same old IBM” narrative likely follows earnings this week. It’s hard to see how that narrative leads to another round of new highs.</p><p><b>Earnings Reports to Watch: Johnson &amp; Johnson (JNJ)</b></p><p><b>Earnings Report Date</b>: Tuesday, April 20, before market open</p><p>The market quickly looked pastthe pause in J&amp;J’s Covid-19 vaccineannounced last week. After opening down 3% on Tuesday morning, JNJ stock now is essentially flat for the week.</p><p>There no doubt will be some analyst questions on the first quarter conference call about the vaccine. But investor attention likely will focus on the rest of the business, given J&amp;Jisn’t making much profiton the vaccine.</p><p>And there are real questions to be answered. J&amp;J’s medical device business struggled in 2020, with revenue down more than 10% amid lower elective surgeries. A rebound there could signal a bottom and lift other stocks with similar exposure. The same is true for the skin health and beauty businesses within J&amp;J’s consumer products segment.</p><p>And of course the pharmaceutical remains J&amp;J’s largest, at about 60% of revenue. Products like Stelara and Remicade are far more important to the company’s bottom line than is the Covid-19 vaccine.</p><p>With normalcy returning here in 2021, J&amp;J does seem set up for a good quarter. And that could boost optimism toward a long-term casethat remains attractive.</p><p><b>Procter &amp; Gamble (PG)</b></p><p><b>Earnings Report Date</b>: Tuesday, April 20, before market open</p><p>CPG (consumer packaged goods) companies like P&amp;G were early and obvious winners from the pandemic. A surge in supermarket revenue and consumer stockpiling led to unusually high growth.</p><p>But normalcy is returning — which isn’t necessarily great news for P&amp;G and its industry. Toilet paper sales, for instance,have plunged this yearas many consumers still are working through purchases made last year.</p><p>Those trends set up a big fiscal third quarter release for P&amp;G on Tuesday morning. PG stock has rallied in recent weeks after fading to an eight-month low in early March. A 23x forward price-to-earnings multiple is well above recent levels. And Q3 is the first of several quarters in which the company will face difficult, pandemic-driven, year-prior comparisons.</p><p>Particularly with PG up about 12% in six weeks, Q3 results need to be strong ahead of more difficult compares in fiscal Q4 and fiscal Q1. If they’re not, PG stock could stumble after the release — and bring other CPG stocks with it.</p><p><b>Earnings Reports to Watch: Netflix (NFLX)</b></p><p><b>Earnings Report Date</b>: Tuesday, April 20, after market close</p><p>Netflix too seems like an obvious pandemic winner. Early on, NFLX stock was treated as such, as it rallied quickly off March 2020 lows and touched an all-time high in early July.</p><p>Since then, however, NFLX has been stuck. One obvious reason why is that investor attention has turned to other streaming plays such as<b>Roku</b>(NASDAQ:<b><u>ROKU</u></b>) and direct Netflix competitors<b>Disney</b>(NYSE:<b><u>DIS</u></b>) and<b>ViacomCBS</b>(NASDAQ:<b><u>VIAC</u></b>,NASDAQ:<b><u>VIACA</u></b>).</p><p>But earnings haven’t necessarily helped, either. NFLX stock did jump after January’s Q4 report despite a bottom-line miss, but the gains receded in a matter of weeks. Subscriber growthslowed in Q3, which the company attributed to the spike in sign-ups amid the pandemic.</p><p>With normalcy returning, earnings this week can set the 2021 narrative. A blowout quarter in the face of so much new competition establishes Netflix as the king of streaming, with other services simply fighting for second place. Any weakness, particularly in the subscriber count, might suggest that those new platforms are pulling Netflix subscribers away.</p><p>With the forward earnings multiple down to a more reasonable 43x, NFLX stock is cheap enough to break out if its dominance appears assured. And with incremental margins from additional subscribers driving the expected profit growth, it’s expensive enough to plunge if top-line momentum slows. This looks like a big quarter for NFLX stock — and big enough to move other streaming names as well.</p><p><b>AT&amp;T (T)</b></p><p><b>Earnings Report Date</b>: Thursday, April 22, before market open</p><p>One of those new Netflix competitors, of course, is AT&amp;T. The telecommunications giant launched its HBO Max streaming service in May. Despiteclearing 60 million worldwide subscribersby the end of last year, HBO Max hasn’t done much for T stock.</p><p>Of course, nothing has done much for the stock, which actually is down 2% over the past decade. Investors have received a generally healthy dividend, which now yields 7%. But in terms of share price appreciation, AT&amp;T stock has been the definition of ‘dead money’.</p><p>Something needs to change. It’s hard to see what that will be. HBO Max’s growth has been impressive, but the streaming business is cannibalizing revenue from DIRECTV as well as WarnerMedia’s TNT and TBS cable channels. In wireless, AT&amp;T continues to lose share to<b>Verizon Communications</b>(NYSE:<b><u>VZ</u></b>), which reports on Wednesday morning, and a now-larger<b>T-Mobile</b>(NASDAQ:<b><u>TMUS</u></b>).</p><p>Simply put, beyond the dividend yield AT&amp;T hasn’t given investors a good reason to own T stock. It needs to start doing so, and Thursday morning would be a fine time to start. AT&amp;T needs to print sustainable growth either in wireless or in WarnerMedia as a whole. Of course, as the last few years show, that’s easier said than done.</p><p><b>Earnings Reports to Watch: Intel (INTC)</b></p><p><b>Earnings Report Date</b>: Thursday, April 22, after market close</p><p>Earnings this week look absolutely crucial for Intel. INTC plunged after back-to-back earnings reports last year amidyet another stumblein its move to the 7nm node. News in December that<b>Apple</b>(NASDAQ:<b><u>AAPL</u></b>) and<b>Microsoft</b>(NASDAQ:<b><u>MSFT</u></b>) weredeveloping their own chipsended a relief rally and sent the stock back to the lows.</p><p>Yet earlier this month INTC threatened its highest level since a brief 2000 peak amid the dot-com bubble. A better-than-expected Q4 release in January certainly helped. But the chip shortage has proved a catalyst as well. In this environment, Intel’s owned manufacturing capacity gives it an edge over ‘fabless’ rivals<b>Advanced Micro Devices</b>(NASDAQ:<b><u>AMD</u></b>) and<b>Nvidia</b>(NASDAQ:<b><u>NVDA</u></b>).</p><p>In other words, Intel has gotten a reprieve. It’s an advantage the company absolutely must take advantage of. With INTC still trading at 14x forward earnings, the stock is cheap enough that the rally can continue if Intel doesn’t give investors a reason to sell.</p><p>That might seem like a low bar to clear — but Intel’s recent history suggests otherwise.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Earnings Reports to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Earnings Reports to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-19 11:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/earnings-reports-to-watch-next-week/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Here are the big earnings reports for investors to monitor.Once again, earnings season is here. And, once again, major market indices are at all-time highs — making these earnings reports to watch ...</p>\n\n<a href=\"https://investorplace.com/earnings-reports-to-watch-next-week/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","JNJ":"强生","KO":"可口可乐","PG":"宝洁","IBM":"IBM","T":"美国电话电报","INTC":"英特尔"},"source_url":"https://investorplace.com/earnings-reports-to-watch-next-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114523776","content_text":"Here are the big earnings reports for investors to monitor.Once again, earnings season is here. And, once again, major market indices are at all-time highs — making these earnings reports to watch even more enticing.It’s deja vu all over again, as the saying goes. For most of the past 11 years, stocks have kept rising, and earnings reports have been good enough to keep the rallies intact.At the moment, this market doesn’t look much different. Big banks kicked off earnings season last week with a slew of strong reports. The economy is in better shape than might be expected at this point. Despite selloffs in a few ‘hot’ sectors, and another brief bout of interest rate worries, investor sentiment too remains positive.Basically, corporate earnings just need to keep the party going. That’s particularly true over the next few weeks, as the earnings calendar features some of the world’s largest companies across the market’s biggest and most important sectors. They’re the kind of companies whose reports can move entire sectors — and, in a few cases, perhaps the entire market.For the next few weeks, earnings reports will take center stage. For this week, these are the seven earnings reports to watch:Coca-Cola(NYSE:KO)IBM(NYSE:IBM)Johnson & Johnson(NYSE:JNJ)Procter & Gamble(NYSE:PG)Netflix(NASDAQ:NFLX)AT&T(NYSE:T)Intel(NASDAQ:INTC)Now, let’s dive in and take a closer look at each one.Earnings Reports to Watch: Coca-Cola (KO)Earnings Report Date: Monday, April 19, before market openIn an uncertain environment, the broad reach of the world’s largest beverage company makes earnings this week important for almost every investor.After all, both of the company’s channels are in uncharted waters. In supermarkets, the question is how food and beverage companies will fare against the enormously difficult comparisons of last year’s first quarter, and March specifically. In takeaway, the return to normalcy no doubt is providing some help — but how much?Coke earnings should give some color on both sides of the business — and not just for Coke, but its rivals and peers.It’s an important release for Coca-Cola itself. KO stock still hasn’t clawed back all of the losses it suffered in February and March of last year. Shares in fact are more than 10% off their all-time highs.That creates an obvious opportunity. A Coca-Cola that is back to normal should lead to a KO stock that too is back to normal. Add in a dividend yield over 3% and investors would see double-digit returns. If Coca-Cola convinces investors that normalcy is just around the corner, those returns may arrive relatively quickly.IBM (IBM)Earnings Report Date: Monday, April 19, after market closeEvery earnings report is key for IBM. The company is in the midst of a multi-year turnaround which still hasn’t gained real traction.Shares still are down more than one-third from 2013 highs in a market where tech stocks have soared. IBM saw revenue decline for22-consecutive quartersbefore breaking the streak in the fourth quarter of 2017. The top lineturned south againbefore the acquisition ofRed Hatadded inorganic growth.But now Red Hat should be integrated, and bulls see IBM’s cloud business as a potential growth driver. That optimism was enough to push IBM stock to a 52-week high late last month before a recent, modest pullback.After the really, expectations certainly aren’t sky-high, but the market no doubt is expecting progress. Anything less, and the “same old IBM” narrative likely follows earnings this week. It’s hard to see how that narrative leads to another round of new highs.Earnings Reports to Watch: Johnson & Johnson (JNJ)Earnings Report Date: Tuesday, April 20, before market openThe market quickly looked pastthe pause in J&J’s Covid-19 vaccineannounced last week. After opening down 3% on Tuesday morning, JNJ stock now is essentially flat for the week.There no doubt will be some analyst questions on the first quarter conference call about the vaccine. But investor attention likely will focus on the rest of the business, given J&Jisn’t making much profiton the vaccine.And there are real questions to be answered. J&J’s medical device business struggled in 2020, with revenue down more than 10% amid lower elective surgeries. A rebound there could signal a bottom and lift other stocks with similar exposure. The same is true for the skin health and beauty businesses within J&J’s consumer products segment.And of course the pharmaceutical remains J&J’s largest, at about 60% of revenue. Products like Stelara and Remicade are far more important to the company’s bottom line than is the Covid-19 vaccine.With normalcy returning here in 2021, J&J does seem set up for a good quarter. And that could boost optimism toward a long-term casethat remains attractive.Procter & Gamble (PG)Earnings Report Date: Tuesday, April 20, before market openCPG (consumer packaged goods) companies like P&G were early and obvious winners from the pandemic. A surge in supermarket revenue and consumer stockpiling led to unusually high growth.But normalcy is returning — which isn’t necessarily great news for P&G and its industry. Toilet paper sales, for instance,have plunged this yearas many consumers still are working through purchases made last year.Those trends set up a big fiscal third quarter release for P&G on Tuesday morning. PG stock has rallied in recent weeks after fading to an eight-month low in early March. A 23x forward price-to-earnings multiple is well above recent levels. And Q3 is the first of several quarters in which the company will face difficult, pandemic-driven, year-prior comparisons.Particularly with PG up about 12% in six weeks, Q3 results need to be strong ahead of more difficult compares in fiscal Q4 and fiscal Q1. If they’re not, PG stock could stumble after the release — and bring other CPG stocks with it.Earnings Reports to Watch: Netflix (NFLX)Earnings Report Date: Tuesday, April 20, after market closeNetflix too seems like an obvious pandemic winner. Early on, NFLX stock was treated as such, as it rallied quickly off March 2020 lows and touched an all-time high in early July.Since then, however, NFLX has been stuck. One obvious reason why is that investor attention has turned to other streaming plays such asRoku(NASDAQ:ROKU) and direct Netflix competitorsDisney(NYSE:DIS) andViacomCBS(NASDAQ:VIAC,NASDAQ:VIACA).But earnings haven’t necessarily helped, either. NFLX stock did jump after January’s Q4 report despite a bottom-line miss, but the gains receded in a matter of weeks. Subscriber growthslowed in Q3, which the company attributed to the spike in sign-ups amid the pandemic.With normalcy returning, earnings this week can set the 2021 narrative. A blowout quarter in the face of so much new competition establishes Netflix as the king of streaming, with other services simply fighting for second place. Any weakness, particularly in the subscriber count, might suggest that those new platforms are pulling Netflix subscribers away.With the forward earnings multiple down to a more reasonable 43x, NFLX stock is cheap enough to break out if its dominance appears assured. And with incremental margins from additional subscribers driving the expected profit growth, it’s expensive enough to plunge if top-line momentum slows. This looks like a big quarter for NFLX stock — and big enough to move other streaming names as well.AT&T (T)Earnings Report Date: Thursday, April 22, before market openOne of those new Netflix competitors, of course, is AT&T. The telecommunications giant launched its HBO Max streaming service in May. Despiteclearing 60 million worldwide subscribersby the end of last year, HBO Max hasn’t done much for T stock.Of course, nothing has done much for the stock, which actually is down 2% over the past decade. Investors have received a generally healthy dividend, which now yields 7%. But in terms of share price appreciation, AT&T stock has been the definition of ‘dead money’.Something needs to change. It’s hard to see what that will be. HBO Max’s growth has been impressive, but the streaming business is cannibalizing revenue from DIRECTV as well as WarnerMedia’s TNT and TBS cable channels. In wireless, AT&T continues to lose share toVerizon Communications(NYSE:VZ), which reports on Wednesday morning, and a now-largerT-Mobile(NASDAQ:TMUS).Simply put, beyond the dividend yield AT&T hasn’t given investors a good reason to own T stock. It needs to start doing so, and Thursday morning would be a fine time to start. AT&T needs to print sustainable growth either in wireless or in WarnerMedia as a whole. Of course, as the last few years show, that’s easier said than done.Earnings Reports to Watch: Intel (INTC)Earnings Report Date: Thursday, April 22, after market closeEarnings this week look absolutely crucial for Intel. INTC plunged after back-to-back earnings reports last year amidyet another stumblein its move to the 7nm node. News in December thatApple(NASDAQ:AAPL) andMicrosoft(NASDAQ:MSFT) weredeveloping their own chipsended a relief rally and sent the stock back to the lows.Yet earlier this month INTC threatened its highest level since a brief 2000 peak amid the dot-com bubble. A better-than-expected Q4 release in January certainly helped. But the chip shortage has proved a catalyst as well. In this environment, Intel’s owned manufacturing capacity gives it an edge over ‘fabless’ rivalsAdvanced Micro Devices(NASDAQ:AMD) andNvidia(NASDAQ:NVDA).In other words, Intel has gotten a reprieve. It’s an advantage the company absolutely must take advantage of. With INTC still trading at 14x forward earnings, the stock is cheap enough that the rally can continue if Intel doesn’t give investors a reason to sell.That might seem like a low bar to clear — but Intel’s recent history suggests otherwise.","news_type":1},"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}