QCOM, SBUX, MA & NVO Financial Report Analysis

DividendWave
05-02

1. $Qualcomm(QCOM)$

QCOM 2Q at revenue mid point of guidance; EPS above high end

2Q YoY

Revenue +1%

Net Income +37%

Dil. EPS +36% (Adj +13%)

OCF +43%

FCF +65% (lower Capex)

3Q guidance

$8.8B - $9.6B in revenue +9% YoY at mid-point

2. $Starbucks(SBUX)$

SBUX Cash flow after 2Q

FCF $4.0 B TTM (up from FY23 at $3.7 B)

Capex $2.6 B TTM (up from FY23 at $2.3 B)

Dividend payout at 63%

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SBUX Store count

+6% YoY for 2Q (International leading with +9%)

This makes the 2% reduction in revenue look even worse

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3. $MasterCard(MA)$

MA 1Q

YoY

Revenue +10%

Net income +28%

Dil. EPS +30% (Adj. +18%)

4. $Novo-Nordisk A/S(NVO)$

Strong 1Q +22% sales (+24% ex-FX)

Raises FY24 outlook (22-30% ex-FX)

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https://twitter.com/DividendWave/status/1785930484377153567

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Comment（3）

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  • MooreAlcott
    ·05-03
    Wow, thanks for sharing this financial report analysis!
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  • Maria_yy
    ·05-03
    Great content, very informative!
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  • KSR
    ·05-03
    👍
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