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$ARM Holdings Ltd (ARM)$ shares pulled back nearly 10% in late trading on Wednesday even as the British chip design firm offered up fiscal fourth-quarter results and guidance that topped expectations. Last September, its IPO'd in what could be considered the most hyped IPO in recent years.Q4 Earnings ReviewRevenue increased by 47% YoY to $928 million, with license revenue surging 60% to $414 million and royalty revenue growing 37% to $514 million. Chips shipped total of 7 billion.Adjusted EPS $0.36, beating the consensus estimate of $0.30 per share.Guidance for FY2025 Q1, Adjusted EPS between $0.32 and $0.36, revenue projected between $875 million and $925 million, slightly below consensus.Guidance for FY2025 full fiscal year, Adjus
$Grab Holdings(GRAB)$ I've spoken positively about Grab in the past, but I think it's time to cash in. I don't see Grab positioning for growth. And with their recent activities, it feels like there's still a focus on profitability > growth. thats not the investment narrative we first subscribed to when investing. I think it's time to take my money elsewhere. As a hedge, I've also bought $GRAB 20240621 3.5 CALL$ at a relatively low cost. In the event earnings do support the growth narrative, I'll still be able to buy back a stake at the current price :)
[Stock Prediction] How will COIN close Friday 03/05 following their earnings?
Click to vote. Guess how $Coinbase Global, Inc.(COIN)$ will close Friday 03/05 following their earnings? If you get the correct answer, you may divide 1000 Tiger Coins with other Tigers.Coinbase is set to share its financial performance for the first quarter of 2024. Coinbase has surpassed EPS estimates for the last four quarters, and wall-street analysts expect this trend to continue this week. Coinbase gains from improving customer activity. Crypto prices have aided trading revenue, yet may remain volatile, with volume staying elevated post 1Q acceleration.Analysts expect Coinbase’s revenue to come in at $1.3 billion and adjusted net income to be $292 million. Adjusted earnings are likely to be $1.123 per share, according to Bloomberg's unanim
Meta Platforms fell 10% since earnings announcement. Can Meta make a comeback?
Meta stock is currently trading 15.94% lower than its all-time high. Despite the recent 10% drop on earnings result day, Meta stock is still trading 12.29% higher than its 4Q2023 earnings release on February 1st. This indicates that the recent pessimism hasn't completely erased the gains it generated since the 4Q2023 earnings results. 1Q2024 Earnings Result: Revenue: USD36.46 billion vs. USD36.16 billion expected EPS: USD4.71 vs. USD4.32 expected Source: Reuters Source: Meta's Earnings Slides The 10% drop in stock price on earnings day were due to: Weaker earnings forecast: 2Q2024 total revenue is expected to fall within the range of $36.5 billion to $39 billion, with a midpoint of $37.8 billion. This misses the street estimate of $38.3 billion. Additionally, management anticipates a
[Stock Prediction] How will Apple close Friday 03/05 following their earnings?
$Apple(AAPL)$ is set to announce its fiscal Q2 2024 earnings after the bell on Thursday, 2 May 2024. Can you predict how Apple will close Friday 3/05 following their earnings?Analysts expect Apple’s revenue to come in at $90.299 billion and adjusted net income to be $23.170 billion. Adjusted earnings are likely to be $1.5 per share, according to Bloomberg's unanimous expectations.For more information about Apple Earnings Preview, please clickApple Earnings Preview: Apple Likely to Beat Q2 But iPhone Sales Worry Still in Focus Apple's Q2 2024 earnings call will be held on 3 May 2024 at approximately at 05:00 SGT. To s
[Stock Prediction] How will AMD close Wed 01/05 following their earnings?
Click to vote. Guess how $Advanced Micro Devices(AMD)$ will close Wednesday 01/05 following their earnings? If you get the correct answer, you may divide 1000 Tiger Coins with other Tigers. $Advanced Micro Devices(AMD)$ stock has been a big winner over the past few years: Bolstered by the sentiment tailwind associated with GenAI, the shares have returned approximately 63%, compared to a gain of less than 20% for the S&P 500 (SP500), a 3x out-performance. AMD is set to share its financial performance for the first quarter of 2024 after the bell on Tuesday, 30 April 2024.Analysts expect AMD’s revenue to come in at $5.449 billion and adjusted net income to be $989 million. Adjusted earnings are likely to b
Google cloud , have you heard of it Google Cloud is a big focus as it is at the heart of the AI competition. Many cloud providers, including Google Cloud, are offering AI models on their platforms (Models-as-a-Service) to enterprise customers, enabling them to integrate AI solutions tailored to their business needs. In addition to hosting its own AI model, Gemini, Google Cloud also supports models from other major players like Meta and Anthropic. This diversity is crucial as customers may switch providers if they cannot find the specific model they require. Thus, cloud services are increasingly adopting a comprehensive approach rather than exclusively offering their own AI models. Subscriptions, platforms, and devices—including the Google Play Store, Google Pay, Google One, YouTube Premium
The latest GDP result is 1.6% whereas the FED predicted a 2.7% and the general market predicted 2.5%. This is a big miss and Yellen downplayed the expectation and saying the numbers would be revised. The earlier correction this week was due to high PCE, generally high core PCE. Inflation seems very sticky at this point and could accelerate back up to 4%. With the election coming up, the FED is put in a difficult situation. Price cut will likely to happen only after September or November. With the MAG7 taking a hit on Facebook and the rally from Google and Microsoft, it is time to stay defensive. Covered call will be a important play in the upcoming FOMC as there are signs of bearish play.$ProShares UltraPro QQQ(TQQQ)$
[Stock Prediction] Guess which stock is a big winner this week ? (META, GOOG, MSFT)
Meta, Microsoft and Alphabet all set to report earnings this week. Can you predict which company will be the big winner this week?As tensions in the Middle East have been fading to the background, investors are turning their focus to the deluge of looming tech earnings to get a better sense if the year's stock rally can continue.Companies including Facebook parent $Meta Platforms, Inc.(META)$ , $Microsoft(MSFT)$ and Google parent $Alphabet(GOOG)$ all set to report earnings this week. Those earnings reports are likely to determine whether the tech selloff ends or continuesCan you predict which company will be the big winner this week?📖Earning Preview
1Q2024: Verizon’s $Verizon(VZ)$ Revenue increased by 0.2% year-over-year in 1Q2024 to USD33 billion, slightly below the estimate of USD 33.24 billion. Adjusted EPS declined by 4.2% year-over-year in 1Q2024 to USD1.15 per share, surpassing the estimate of USD 1.12 per share. Operating expenses rose by 0.5% year-over-year. For 2024, Verizon expects: Total wireless service revenue growth of 2% - 3.5% Adjusted EBITDA growth of 1% -3% Adjusted EPS of $4.50 to $4.70. The revenue and expense growth of the US telecommunications industry suggest that it may have entered a mature business cycle with limited growth catalysts. While investors typically anticipate improved profit margins from companies in mature cycles, Verizon has struggled to achieve g
Earnings Preview: Analyst Downgrades and Lowers Q1 Profit Forecast for Tesla Ahead of Earnings Report Tesla is scheduled to release its financial results post-market on April 23. Faced with falling sales and an intensifying price war for electric vehicles, Tesla has lost nearly 40% of its value in 2024. Consensus Estimates • This electric car maker is expected to post quarterly earnings of $0.44 per share in its upcoming report, which represents a year-over-year change of -39.48%. • Revenues are expected to be $22.52 billion, down 3.46% from the year-ago quarter. • Free cash flow is expected to be negative for the first quarter, marking the first occurrence since Q1 2020, according to Barclays. • Over the last four quarters, the company has beaten consensus EPS estimates two times. Tes
ASML $ASML Holding NV(ASML)$ fell 7.09% last Wednesday on earnings miss. ASML is currently trading 17.94% lower than its all-time high. 1Q2024 Earnings Net sales were €5.29B, missing the estimate of €5.39B. Net sales grew by -21.6% year-over-year. EPS was €3.11B, beating the estimate of €3B, but grew by -37.3% year-over-year. The biggest disappointment is the bookings. Bookings fell by 4% year-over-year or 61% quarter-over-quarter to €3.6B, which are about 20% below estimate. Gross Profit Margin was 51%, higher than the estimated 48.8%. Operating Margin was just 26.3% relative to 32.7% in the same quarter of 2023. ASML has forecasted that 10-15% of China sales this year will be hampered by export control measures. Still, ASML expects "strong"
The stock market very funny one. If $Netflix(NFLX)$ financial reports come out as a good one, the stock will drop. Good news is bad. hahaha, don't copy hor, do homework hor. [Facepalm]
The upcoming Netflix earnings report is anticipated to showcase significant growth, with earnings per share expected to rise by 55.9% year over year, reaching $4.49, and revenues forecasted to increase by 13.4% to $9.26 billion. Analysts have revised their EPS estimate slightly upward in the past month, indicating a collective reappraisal of projections. Understanding these revisions is crucial for predicting investor reactions. Additionally, analyzing specific key metrics, such as regional revenues and paid membership additions, provides a comprehensive view of Netflix's performance. Analysts' forecasts point to positive growth across various regions and membership metrics. Netflix shares have outperformed the Zacks S&P 500 composite over the past month, suggesting a potential alignme
$ARM Holdings Ltd (ARM)$ shares pulled back nearly 10% in late trading on Wednesday even as the British chip design firm offered up fiscal fourth-quarter results and guidance that topped expectations. Last September, its IPO'd in what could be considered the most hyped IPO in recent years.Q4 Earnings ReviewRevenue increased by 47% YoY to $928 million, with license revenue surging 60% to $414 million and royalty revenue growing 37% to $514 million. Chips shipped total of 7 billion.Adjusted EPS $0.36, beating the consensus estimate of $0.30 per share.Guidance for FY2025 Q1, Adjusted EPS between $0.32 and $0.36, revenue projected between $875 million and $925 million, slightly below consensus.Guidance for FY2025 full fiscal year, Adjus
$Grab Holdings(GRAB)$ I've spoken positively about Grab in the past, but I think it's time to cash in. I don't see Grab positioning for growth. And with their recent activities, it feels like there's still a focus on profitability > growth. thats not the investment narrative we first subscribed to when investing. I think it's time to take my money elsewhere. As a hedge, I've also bought $GRAB 20240621 3.5 CALL$ at a relatively low cost. In the event earnings do support the growth narrative, I'll still be able to buy back a stake at the current price :)
Meta Platforms fell 10% since earnings announcement. Can Meta make a comeback?
Meta stock is currently trading 15.94% lower than its all-time high. Despite the recent 10% drop on earnings result day, Meta stock is still trading 12.29% higher than its 4Q2023 earnings release on February 1st. This indicates that the recent pessimism hasn't completely erased the gains it generated since the 4Q2023 earnings results. 1Q2024 Earnings Result: Revenue: USD36.46 billion vs. USD36.16 billion expected EPS: USD4.71 vs. USD4.32 expected Source: Reuters Source: Meta's Earnings Slides The 10% drop in stock price on earnings day were due to: Weaker earnings forecast: 2Q2024 total revenue is expected to fall within the range of $36.5 billion to $39 billion, with a midpoint of $37.8 billion. This misses the street estimate of $38.3 billion. Additionally, management anticipates a
[Stock Prediction] How will AMD close Wed 01/05 following their earnings?
Click to vote. Guess how $Advanced Micro Devices(AMD)$ will close Wednesday 01/05 following their earnings? If you get the correct answer, you may divide 1000 Tiger Coins with other Tigers. $Advanced Micro Devices(AMD)$ stock has been a big winner over the past few years: Bolstered by the sentiment tailwind associated with GenAI, the shares have returned approximately 63%, compared to a gain of less than 20% for the S&P 500 (SP500), a 3x out-performance. AMD is set to share its financial performance for the first quarter of 2024 after the bell on Tuesday, 30 April 2024.Analysts expect AMD’s revenue to come in at $5.449 billion and adjusted net income to be $989 million. Adjusted earnings are likely to b
[Stock Prediction] How will COIN close Friday 03/05 following their earnings?
Click to vote. Guess how $Coinbase Global, Inc.(COIN)$ will close Friday 03/05 following their earnings? If you get the correct answer, you may divide 1000 Tiger Coins with other Tigers.Coinbase is set to share its financial performance for the first quarter of 2024. Coinbase has surpassed EPS estimates for the last four quarters, and wall-street analysts expect this trend to continue this week. Coinbase gains from improving customer activity. Crypto prices have aided trading revenue, yet may remain volatile, with volume staying elevated post 1Q acceleration.Analysts expect Coinbase’s revenue to come in at $1.3 billion and adjusted net income to be $292 million. Adjusted earnings are likely to be $1.123 per share, according to Bloomberg's unanim
[Stock Prediction] Guess which stock is a big winner this week ? (META, GOOG, MSFT)
Meta, Microsoft and Alphabet all set to report earnings this week. Can you predict which company will be the big winner this week?As tensions in the Middle East have been fading to the background, investors are turning their focus to the deluge of looming tech earnings to get a better sense if the year's stock rally can continue.Companies including Facebook parent $Meta Platforms, Inc.(META)$ , $Microsoft(MSFT)$ and Google parent $Alphabet(GOOG)$ all set to report earnings this week. Those earnings reports are likely to determine whether the tech selloff ends or continuesCan you predict which company will be the big winner this week?📖Earning Preview
Earnings Preview: Analyst Downgrades and Lowers Q1 Profit Forecast for Tesla Ahead of Earnings Report Tesla is scheduled to release its financial results post-market on April 23. Faced with falling sales and an intensifying price war for electric vehicles, Tesla has lost nearly 40% of its value in 2024. Consensus Estimates • This electric car maker is expected to post quarterly earnings of $0.44 per share in its upcoming report, which represents a year-over-year change of -39.48%. • Revenues are expected to be $22.52 billion, down 3.46% from the year-ago quarter. • Free cash flow is expected to be negative for the first quarter, marking the first occurrence since Q1 2020, according to Barclays. • Over the last four quarters, the company has beaten consensus EPS estimates two times. Tes
ASML $ASML Holding NV(ASML)$ fell 7.09% last Wednesday on earnings miss. ASML is currently trading 17.94% lower than its all-time high. 1Q2024 Earnings Net sales were €5.29B, missing the estimate of €5.39B. Net sales grew by -21.6% year-over-year. EPS was €3.11B, beating the estimate of €3B, but grew by -37.3% year-over-year. The biggest disappointment is the bookings. Bookings fell by 4% year-over-year or 61% quarter-over-quarter to €3.6B, which are about 20% below estimate. Gross Profit Margin was 51%, higher than the estimated 48.8%. Operating Margin was just 26.3% relative to 32.7% in the same quarter of 2023. ASML has forecasted that 10-15% of China sales this year will be hampered by export control measures. Still, ASML expects "strong"
[Stock Prediction] How will Apple close Friday 03/05 following their earnings?
$Apple(AAPL)$ is set to announce its fiscal Q2 2024 earnings after the bell on Thursday, 2 May 2024. Can you predict how Apple will close Friday 3/05 following their earnings?Analysts expect Apple’s revenue to come in at $90.299 billion and adjusted net income to be $23.170 billion. Adjusted earnings are likely to be $1.5 per share, according to Bloomberg's unanimous expectations.For more information about Apple Earnings Preview, please clickApple Earnings Preview: Apple Likely to Beat Q2 But iPhone Sales Worry Still in Focus Apple's Q2 2024 earnings call will be held on 3 May 2024 at approximately at 05:00 SGT. To s
Google cloud , have you heard of it Google Cloud is a big focus as it is at the heart of the AI competition. Many cloud providers, including Google Cloud, are offering AI models on their platforms (Models-as-a-Service) to enterprise customers, enabling them to integrate AI solutions tailored to their business needs. In addition to hosting its own AI model, Gemini, Google Cloud also supports models from other major players like Meta and Anthropic. This diversity is crucial as customers may switch providers if they cannot find the specific model they require. Thus, cloud services are increasingly adopting a comprehensive approach rather than exclusively offering their own AI models. Subscriptions, platforms, and devices—including the Google Play Store, Google Pay, Google One, YouTube Premium
$Delta Air Lines(DAL)$ defied expectations with a strong showing in their first-quarter 2024 earnings report. Here's a breakdown of the key metrics and what they signal for the airline industry: Delta's adjusted earnings per share (EPS) of $0.45 marked an impressive 80% year-over-year increase. This handily beat the analyst consensus estimate of $0.36, demonstrating the airline's ability to navigate rising fuel costs and capitalize on improving travel demand. Total revenue reached $13.75 billion, reflecting a 7.8% increase compared to Q1 2023. This surpassed analyst expectations of $12.84 billion, indicating Delta's success in driving sales across various sectors. Passenger revenue remained stable at $11.13 billion, exceeding analyst estimates. Wh
The latest GDP result is 1.6% whereas the FED predicted a 2.7% and the general market predicted 2.5%. This is a big miss and Yellen downplayed the expectation and saying the numbers would be revised. The earlier correction this week was due to high PCE, generally high core PCE. Inflation seems very sticky at this point and could accelerate back up to 4%. With the election coming up, the FED is put in a difficult situation. Price cut will likely to happen only after September or November. With the MAG7 taking a hit on Facebook and the rally from Google and Microsoft, it is time to stay defensive. Covered call will be a important play in the upcoming FOMC as there are signs of bearish play.$ProShares UltraPro QQQ(TQQQ)$
1Q2024: Verizon’s $Verizon(VZ)$ Revenue increased by 0.2% year-over-year in 1Q2024 to USD33 billion, slightly below the estimate of USD 33.24 billion. Adjusted EPS declined by 4.2% year-over-year in 1Q2024 to USD1.15 per share, surpassing the estimate of USD 1.12 per share. Operating expenses rose by 0.5% year-over-year. For 2024, Verizon expects: Total wireless service revenue growth of 2% - 3.5% Adjusted EBITDA growth of 1% -3% Adjusted EPS of $4.50 to $4.70. The revenue and expense growth of the US telecommunications industry suggest that it may have entered a mature business cycle with limited growth catalysts. While investors typically anticipate improved profit margins from companies in mature cycles, Verizon has struggled to achieve g
【Stock Prediction】Guess which bank is a big winner this week ?
Q1 earnings season kicks off on Friday with $JPMorgan Chase(JPM)$ , $Wells Fargo(WFC)$ , and $Citigroup(C)$ reporting. Can you predict which bank is a big winner this week ? If you get correct answers, you can get 10 Tiger Coins. In addition, you have the chance of winning 100 Tiger Coins.Q1 banks' earnings outlookWhen analyzing bank earnings, it is important to remember that banks make money in three ways: net interest margin, trading, and fees from services such as investment banking and asset management.The environment for big banks remains complex, and positive and negative factors must be considered. The latest non-farm payroll report and macro data have sho
🔥Stock Prediction: How will Netflix close Thurs 18/04 following their earnings?
$Netflix(NFLX)$ will post its first quarter 2024 financial results and business outlook post-market on Thursday, April 18, 2024. Can you predict how will Netflix close Thursday 18/04 following their earnings?Netflix's Q1 revenue is expected to be $9.259 billion, with an adjusted net profit of $1.995 billion and an adjusted EPS of $4.546, according to Bloomberg's consensus expectation. For more information about Netflix Earnings Preview, please click Netflix Earnings Preview: Netflix Adds, Sales Growth May Blow Past ConsensusNetflix's Q1 2024 earnings call will be held on 19th April 2024 at approximately at 04:45 SGT. To set a reminder, please
Earnings Calendar (15Apr24) - can Intuitive Surgical hit a new high?
Earnings Calendar (15 Apr 2024) There are a few earnings of interest in the coming week with the likes of Goldman Sachs, Bank of America, United, Johnson & Johnson, ASML, Netflix and American Express. Let us look into the recent performance of Intuitive Surgical ($ISRG). ISRG has hit its 52-week high recently and is ranging near the top price. The stock price has gained over 44% from a year ago. Investing has a recommended “Strong Sell” rating for this stock. Observations: Revenue growth $2.1B (2014) to $7.1B (2023) The gross profit margin is 68.4% based on the 10-year median. FCF is a strong 26.3% based on the 10-year median. Operating profits growth $0.5B (2014) to $1.7B (2023) For the coming earnings, the forecast is 1.42 and $1.87B respectively for its EPS and Revenue. Can
The upcoming Netflix earnings report is anticipated to showcase significant growth, with earnings per share expected to rise by 55.9% year over year, reaching $4.49, and revenues forecasted to increase by 13.4% to $9.26 billion. Analysts have revised their EPS estimate slightly upward in the past month, indicating a collective reappraisal of projections. Understanding these revisions is crucial for predicting investor reactions. Additionally, analyzing specific key metrics, such as regional revenues and paid membership additions, provides a comprehensive view of Netflix's performance. Analysts' forecasts point to positive growth across various regions and membership metrics. Netflix shares have outperformed the Zacks S&P 500 composite over the past month, suggesting a potential alignme