$Intuitive Surgical(ISRG)$ released its Q4 2023 earnings, with beating on both the top and bottom lines, prompting shares to go 6% +higher.Revenue of $1.93B, YoY 16%+, Non-GAAP income of $574M ($1.60 per diluted share) compared to $439M ($1.23 per diluted share)The strong result was driven by growth in installations of its signature da Vinci surgical systems, it makes that COVID-19 did not have any significant impact on its Q4 operations.Now it has $7.34B in cash, cash equivalents, and investments, an increase of $600M from previous year.In the conference callm the company discussed its financial results and provided updates on its da Vinci 5 system, Ion platform, and SP platform. The company reported a decline in system average selling prices and
Refinitiv: 9 of the 11 sectors saw positive revisions to expected revenue growth for Q3 ’23
S&P 500 Earnings Season to Begin With Big Banks and Financials at Center Stage$S&P 500(.SPX)$ Technical Summary5 Min: Strong SellHourly: Strong BuyDaily: SellMonthly:Strong BuyQ4 earnings kick off with the big banks and financials starting to report this week, with Friday, October 13th, ’23 being the day 4 – 5 bigger financials report, all of which will be covered this weekend.S&P 500 Expected Q3-23 EPS Revenue GrowthS&P 500 Expected Q3-23 EPS Revenue GrowthThe above spreadsheet table shows what the numbers look like for how Q3 ’23 expected EPS and revenue growth by sector evolved as Q2 ’23 results were reported for the S&P 500. (Remember, even though we are in the calendar 4th quarter ’23, we are awaiting results from Q3
After the market on March 28, yoga sportswear brands$lululemon athletica (LULU) $The Q4 performance of fiscal year 22 ended January 29, 2023 was announced. Because Q3 Financial Reporting Company actively lowered Q4 performance, the stock price in the secondary market dropped by more than 12%. However, Q4 performance once again exceeded market expectations, which also showed that the company's previous lowering expectations were somewhat conservative. Therefore, the company also took the initiative to raise the guidelines for the next quarter, which also made the market re-enhance its performance expectations, and the stock price returned to the Q3 decline.OverviewOverall revenue was US $2.77 billion, up 30% year-on-year, exceeding the consensus of US
Q&A（Question-and-Answer Session）is a session after the company's prepared remarks where institutional investors and analysts ask management questions. In this dialogue, you may find some valuable information that might affect the stock price in the following weeks.Now let's look at some key points from Tencent Q4 2022 Q&A Session Transcript $TENCENT(00700)$$Tencent Holding Ltd.(TCEHY)$ Q:Related to your cloud business. Can management share more details on whether the strategic shift of reducing the lower margin business largely behind us? And is that fair to assume that we will see growth gradually normalizing with faster rebound of the business and higher margins in the second
Nike Q3, Double beat with heavy inventory and lower China sales
$Nike(NKE)$ reported FY23 Q3 earning after Mar.21,It is the first report for Greater China after pandemic (December 2022-February 2023).Overview Revenues: 12.39 billion US dollars, a year-on-year increase of 14%, better than the market expectation of 11.47 billion US dollars;By channel, NIKE Direct's revenue was 5.3 billion US dollars, a year-on-year increase of 17%, and an increase of 22% on the basis of currency neutrality; NIKE Brand Digita's revenue increased by 20% year-on-year and increased by 24% on the basis of currency neutrality; Wholesale revenue was 12% year-on-year and increased by 18% on the basis of currency neutrality;By brand, NIKE brand reven
PDD fell more than 14% in a trading day following its Q4 earnings report. Investors seem disappointed, but how is the $Invesco QQQ Trust(QQQ)$ component perform in Q4, has been controversial.Q4 Earnings ReviewRevenue: 39.82 billion yuan, compared with 27.231 billion yuan last year, YoY+46%, miss market consensus of 41.95B,online marketing services and other services 30.965B, YOY+38%, miss consensus of 33.20B;Transaction service 8.80B, YOY+86%, beat consensus of 8.31B;Merchandise sales 58.2M, YOY-29%, miss consensus of 63.9MCost: COGS 89.27B, YoY+37%; operating expenses 21.780B, it's13.80B in 202
Q&A（Question-and-Answer Session）is a session after the company's prepared remarks where institutional investors and analysts ask management questions. In this dialogue, you may find some valuable information that might affect the stock price in the following weeks.Now let's look at some key points from JD.com Q4 2022 Q&A Session Transcript $JD.com(JD)$$JD-SW(09618)$ Q:My question is about the RMB 10 billion subsidy program, we just launched. We understand that JD is trying to rebuild the low cost to make sure our customers throw this RMB 10 billion subsidy program. So just want to check, if there's any matrix that we can follow, to test whether or not this program is successful, and if o
$CrowdStrike Holdings, Inc.(CRWD)$ has reported its 22Q4 earnings, press release, with Both EPS and Revenue beat.Revenue $637.4M (+47.9% Y/Y) beats by $10.56M;Non-GAAP EPS of $0.47 beats by $0.04.Recent HighlightsAnnual Recurring Revenue increased 48% year-over-year and grew to $2.56 billion as of January 31, 2023, of which $221.7 million was net new ARR added in the quarter.Added 1,873 net new subscription customers in the quarter for a total of 23,019 subscription customers as of January 31, 2023, representing 41% growth year-over-year.Crowd
What is the Target Price of Sea Limitied after this surprising Q4 Earning?
$Sea Ltd(SE)$ shares jumped more than 22% in intra-day trading after reporting fourth-quarter results, and under the pressure of Powell's hawkish speech.Sea achieved profit ahead of schedule in this financial report (the three major sectors of games, e-commerce and finance each turned losses into profits, and the operating cash flow returned to positive), which is favored by investors in such an risk-off duration.Performance reviewCompany's total revenue US$3.45B, +7% YoY, falling to single digit for the first time since IPO, but still 14% higher than the market consensus US$3.03B.Gross profit US $1.70B, +49% YoY, higher than t
Hi Tigers,💰Don't miss the last chance to buy the 18 top ex_dividend stocks next week💰Welcome tigers to reply on stock you are interested in and add your personal understandings of its business or earnings. Quality comments will be rewarded. Thanks!The following companies going to ex-dividends on 6 Mar--10 March 2023 EDT , each of the company with a dividend higher than $1 offer for each share.Please watch closely on the Last Chance(before Ex_Dividend Date) to buy the company if you still keep a bullish attitude on it, then you are eligible for the upcoming dividends.Top Ex-dividend over $1 during 6 Mar -10 Mar 2023EX-Dividend DateCompanyDividends Per Share($)Dividend Pa
BILI Q4: Remains Focused on Quality Growth and Efficienc
Earnings ReviewQ4 MAUs of 326M, grew 20% y/y, but down 6.6M sequentially due to seasonality. DAU growth continued to outperform MAU, up 29% y/y to 92.8M (+2.5M q/q). But average MPUs grew slower at +15% y/y to 28.1M, driving the overall paying ratio to 8.6%, down 40bps y/y. Engagement metrics continued to grow: average daily time spent was 96 minutes in 4Q, +17% y/y; active creators grew 27% to 3.8M; monthly video submissions grew 61% to 17.6M, with average submissions per creator increased 27% y/y to 4.6; average total daily video views grew 77% to 3.9B, implying daily views per MAU of 12.0, up 48% y/y; average monthly interactions per MAU increased 12% y/y to 41.7.Revenue increased to 6.14B (+6.3% YoY), beating consensus of 6.11B; Gross income 2% above
Nio Earning Report in Q4: Revenues and Profitability are Worse than Expectation
Yesterday, Nio released its report in Q4 before the US stock market. Revenue for the fourth quarter was RMB 16.06 billion, missing analysts' expectations of 17.1 billion; adjusted net income was a loss of 5.07 billion, which is significantly higher than analysts' expectations of a loss of 3.2 billion:Nio shares fell 6% in the U.S. and 13% in Hong Kong after the release of the results, hitting a new low since IPO from the Hong Kong stock market.It’s not difficult to predict Nio's performance, as Nio's pain points have been detailed in the previous articl ”LI's market cap exceeds the sum of NIO and XPEV: The winner of the NEV competition in China!” In addition, from the trend of Nio's share price, it is not only weaker than its
Top US EPS Winners Last Week: BRK.A, BKNG, DDS, LNG, TPL, PDX…
😀Hi Tigers,This post is helping you identify the TOP 20 stocks Ranked by EPS from last week's earnings release(20 Feb- 27 Feb).Earnings per share(EPS), refers to the income per share brought to investors/shareholders in the open market.EPS is calculated as a company's profit divided by the outstanding shares of its common stock. The resulting number serves as an indicator of a company's profitability.Investors like companies with high profitability, and the market always reward those earnings results beat the market.How do you like the below stocks? Which stock is in your watch list?TickerPeriodActual ($)Estimate ($)Surprise %Current Price($)Industry
$Intuitive Surgical(ISRG)$ released its Q4 2023 earnings, with beating on both the top and bottom lines, prompting shares to go 6% +higher.Revenue of $1.93B, YoY 16%+, Non-GAAP income of $574M ($1.60 per diluted share) compared to $439M ($1.23 per diluted share)The strong result was driven by growth in installations of its signature da Vinci surgical systems, it makes that COVID-19 did not have any significant impact on its Q4 operations.Now it has $7.34B in cash, cash equivalents, and investments, an increase of $600M from previous year.In the conference callm the company discussed its financial results and provided updates on its da Vinci 5 system, Ion platform, and SP platform. The company reported a decline in system average selling prices and
Refinitiv: 9 of the 11 sectors saw positive revisions to expected revenue growth for Q3 ’23
S&P 500 Earnings Season to Begin With Big Banks and Financials at Center Stage$S&P 500(.SPX)$ Technical Summary5 Min: Strong SellHourly: Strong BuyDaily: SellMonthly:Strong BuyQ4 earnings kick off with the big banks and financials starting to report this week, with Friday, October 13th, ’23 being the day 4 – 5 bigger financials report, all of which will be covered this weekend.S&P 500 Expected Q3-23 EPS Revenue GrowthS&P 500 Expected Q3-23 EPS Revenue GrowthThe above spreadsheet table shows what the numbers look like for how Q3 ’23 expected EPS and revenue growth by sector evolved as Q2 ’23 results were reported for the S&P 500. (Remember, even though we are in the calendar 4th quarter ’23, we are awaiting results from Q3