Netflix credits its better-than-expected new membership growth rate to its ever-improving content, especially its original content.
Netflix announced its 1Q15 earnings on April 15. It beat its own estimates in terms of member growth and margins. Globally, it added 4.9 million new members.
The impact of adverse forex movements on UA’s financial performance may be mitigated somewhat by the stronger retail environment in Europe.
Under Armour (UA) projects 2015 revenues to come in at $3.76 billion, a 22% increase over 2014. Analysts’ 2015 estimates are slightly higher at $3.81 billion.
Valuations for Under Armour (UA) have been spiking lately. The company’s valuation reached a new record of 78.2x forward earnings on April 16.
In 1Q15, Under Armour acquired two digital fitness companies, Endomondo and MyFitnessPal, to create the world’s largest fitness community.
Under Armour (UA), will report 1Q15 earnings on April 21. UA has recently touched new highs with its stock at an all-time record high of $85.71 on April 16.
Aetna is expected to release its 1Q15 earnings on April 28, 2015. Since the release of its 4Q14 earnings on February 3, 2015, the company’s shares rose by 12.6%.
Aetna (AET) projected that its total membership will remain flat at the 2014 levels. Its membership will be around 23.4 million in 1Q15.
Aetna will experience a drop in EBITDA margins in 1Q15. The drop is mainly due to the health insurance fee and commercial enrollment pressures.
The rise in Aetna’s EPS is mainly attributed to the increase in the company’s government-sponsored MA (Medicare Advantage) and Medicaid enrollments in 1Q15.
Aetna (AET) is one of the largest health insurance companies in the US. It has a total market capitalization of $37.6 billion.
UnitedHealth Group is acquiring Catamaran for a consideration of $12.8 billion. Increasing debt may reduce future net earnings and could affect the company’s valuation.
UnitedHealth Group’s medical cost ratio, which is the percentage of medical expenses to the premiums collected, fell by 1.4% on a year-over-year basis.
The Optum segment offers pharmacy, quality management, and health technology services. Operating earnings grew by 14% year-over-year to $742 million.
UnitedHealthcare grew its Medicare business by 3,80,000 new enrollees, with enrollments distributed almost evenly between MA (Medicare Advantage) and supplemental Medicare plans.
UnitedHealth Group (UNH) posted its 1Q15 earnings on April 16, 2015. Following the release, UnitedHealth Group’s share price increased by 3.6%.
Blackstone reported a 66% increase in its revenue for the first quarter, backed by the strong performance of its portfolio companies.
Blackstone’s three segments other than private equity and real estate have seen good inflows and helped the company diversify its product offerings.
Blackstone expanded its real estate operations by 68% to $914 million compared to the first quarter of previous year.