Analyzing Tesla’s Revenue Beat in Q4 2018
In the fourth quarter, Tesla delivered 90,966 car units to customers with a huge 203.6 YoY increase.
Earnings Report
Why AWS’s Growth Is Critical for Amazon’s Bottom Line Growth
While some of Amazon’s business segments are seeing slowing growth, one segment is growing relentlessly: Amazon Web Services.
Will Amazon’s Bottom Line Continue Its Rapid Rise?
Though Amazon’s (AMZN) revenue growth is slowing down, it’s continuing to post record earnings.
What Drove Altria’s Revenue in the Fourth Quarter?
The segment has posted revenue of $4.1 billion, which represents a rise of 1.9% from $3.94 billion in the fourth quarter of 2017.
McDonald’s Fourth-Quarter Same-Store Sales Growth
In the fourth quarter, McDonald’s (MCD) posted global same-store sales growth of 4.4%, which beat analysts’ expectation of 3.9%.
Inside Verizon’s Efforts to Cut Costs and Boost Savings
Verizon (VZ), the largest US wireless service provider, has been undertaking measures to boost its savings by cutting costs.
Pfizer’s Expenses Are Expected to Rise in Fiscal 2019
Pfizer expects its adjusted SI&A expenses to fall by $13.5 billion–$14.5 billion in fiscal 2019—a decline of ~$200 million YoY at the midpoint.
Why Verizon Continued to Lose Its Fios Video Customers
Verizon (VZ) reported Wireline segment revenue of $7.4 billion in the fourth quarter.
What’s Driving the Success of Comcast’s NBCUniversal Businesses?
Comcast’s (CMCSA) NBCUniversal business segment consists of filmed entertainment, theme parks, broadcast television, and cable networks divisions.
Should We Worry about Netflix’s Negative Free Cash Flow?
Netflix (NFLX) has been pouring money into creating original content or acquiring content, and this push may have intensified in light of media giants’ increasing competition.
Stanley Black & Decker: Analysts’ Recommendations
Currently, 21 analysts are actively tracking Stanley Black & Decker. Among the analysts, 67% recommend a “buy,” while 33% recommend a “hold.”
Can Stanley Black & Decker’s Q4 Earnings Beat the Estimates?
Stanley Black & Decker (SWK) is expected to post an adjusted EPS of $2.1 in the fourth quarter—a decrease of ~4.7% YoY (year-over-year).
Procter & Gamble’s Valuation Compared to Its Peers
Procter & Gamble (PG) stock trades at 20.8x its estimated fiscal 2019 EPS of $4.41, which doesn’t look attractive.
United Airlines’ Utilization Rate Continued to Expand
Disciplined capacity additions, promotional offers, and marketing strategies to drive traffic have helped United Airlines improve its utilization rate.
What Drove Nike’s Fiscal 2019 Second-Quarter Revenue
In the second quarter of fiscal 2019, Nike’s (NKE) revenue rose ~10% YoY (year-over-year) to $9.37 billion.
Nike Stock Rose 7.9% Due to Strong Q2 2019 Numbers
On December 20, Nike stock was trading 7.9% higher in after-market trading following its results for the second quarter of fiscal 2019.
How Is Darden Restaurants Expanding Its Business?
At the end of the second quarter of fiscal 2019, Darden Restaurants (DRI) operated 1,762 restaurants.
Why ULTA Beauty Stock Plunged 13% on Friday
ULTA Beauty (ULTA) stock declined 13.1% on December 7 in reaction to the company’s third-quarter results.
Did AutoZone Resume Its Promotional Strategy in Q1 2019?
AutoZone’s performance is mainly divided into two business segments: DIY (do it yourself), or Retail, and DIFM (do it for me), or Commercial.
Which Business Segments Drove HPE’s Revenue in Q4 2018?
Hewlett Packard Enterprise (HPE) has three primary business segments: Intelligent Edge, Hybrid IT, and Financial Services.
How Nektar Performed in the Third Quarter
Nektar Therapeutics generated total revenues of $27.76 million in the third quarter of 2018 as compared with $152.93 million in the third quarter of 2017.
What Are Activision Blizzard’s Key Revenue Growth Drivers?
Activision Blizzard’s (ATVI) Call of Duty, World of Warcraft, and Candy Crush continue to be major drivers of its revenue growth.
Understanding Dish Network’s Declining Revenue Trend
Dish Network’s (DISH) revenues have been falling YoY (year-over-year) for the past eight straight quarters.
How NIO’s Battery Swap Option Compares to Tesla’s Superchargers
NIO vehicle buyers have several options to charge their electric vehicles (or EVs) including Power Swap, Power Mobile, Power Home, and using China’s nationwide EV charging network.
Is Ferrari’s Growth in China Enough to Please Investors?
In the third quarter, Ferrari (RACE) reported net revenue of 838 million euros, or ~$956 million.
Sprint Registered Strong Revenue Growth in Q2 2018
In the second quarter of fiscal 2018, Sprint generated total net operating revenue of $8.4 billion—well above analysts’ consensus estimate.
APD’s Q4 2018 Earnings Beat Estimates, Revenues Missed
On November 6, Air Products and Chemicals reported revenues of $2.30 billion for the fourth quarter.
A Look at Cisco’s Future Earnings and Revenue Growth
While Cisco’s revenue is expected to rise in the single digits in percentage terms in the fiscal years 2019, 2020, and 2021, its EPS are expected to rise at a higher pace.
Is GM’s Dropping Global Market Share a Concern?
In the third quarter, General Motors’ (GM) global market share fell to 8.6% from 10.0% in the third quarter of 2017.
Here’s How GM Managed to End Its Negative Revenue Trend in Q3
In the third quarter, General Motors’ (GM) revenue stood at $35.8 billion, an increase of about 6.4% from $33.6 billion in revenue in the third quarter of 2017.
What Helped Fiat Chrysler Expand Its Profit Margin in Q3 2018?
A couple of years quarters ago, FCAU had a bad reputation for having the lowest profit margins among legacy automakers (FXD).
Why United Parcel Service’s Operating Margin Declined in Q3 2018
UPS’s operating profit declined 4.7% to $1.7 billion in the third quarter from $1.8 billion in the third quarter of 2017.
UPS: What Led Its Supply Chain and Freight Growth in Q3 2018?
United Parcel Service’s (UPS) Supply Chain & Freight vertical accounts for ~20% of its total revenues.
UPS: Decoding Its Domestic Segment’s Q3 Revenue Growth
In the third quarter, the US Domestic Package segment’s revenues jumped 8.1% YoY to $10.4 billion from $9.6 billion in the third quarter of 2017.
Equinix Trades at a Premium Valuation against Its Peers
Equinix (EQIX) has a TTM price-to-AFFO ratio of 20.2x.
Digitization and Tech Investment Drove Visa’s Payment Volume
Visa’s (V) fourth-quarter results benefited from the growing global trend of cashless transactions.
Chevron: Analysts Expect Higher Q3 Earnings
Chevron (CVX) is expected to post its third-quarter results on November 2. Chevron is expected to post an EPS of $2.1 in the third quarter.
What Analysts Recommend for Stryker Stock
Of the total 28 analysts covering Stryker (SYK) in October 2018, 19 analysts have given the stock a “buy” or higher rating, and nine analysts have given Stryker a “hold” rating.
Ericsson, Nokia Lost Mobile Infrastructure Market Share to Huawei
Huawei is the largest telecommunications equipment manufacturer with a share of 28% at the end of 2017, up from 25% in 2016.
BlackBerry’s Optimism about Enterprise Software and Services
Revenues from BlackBerry’s (BB) Enterprise Software and Services business fell from $91.0 million in fiscal Q2 2018 to $88.0 million in fiscal Q2 2019.
A Look at FedEx’s Capital Expenditure in Q1 2019
FedEx (FDX) incurred capital expenditure of $1.17 billion in the first quarter compared to $1.0 billion in the comparable period of fiscal 2018.
Did FedEx Deliver on Operating Margins in the First Quarter?
FedEx’s adjusted operating margin contracted by ten basis points to 7% in Q1 2019 from 7.1% in the first quarter of 2018.
What Are Nike’s Key Growth Drivers in Fiscal 2019?
Nike’s total sales for fiscal 2018 increased 6% YoY to $34.5 billion. Its brand wholesale revenue increased 2%, and its DTC sales grew 12%.
A Look at Micron’s Compute and Networking Business
Micron Technology (MU) has braced itself to withstand the challenge of falling memory prices by improving its cost competitiveness.
What’s Driving Walmart’s International Sales?
Walmart’s (WMT) international business continued to perform well and reported healthy growth during its fiscal second quarter of 2019.
Advance Auto Parts’ Valuation Multiples in Q3 2018
As of August 14, Advance Auto Parts’ forward EV-to-EBITDA multiple was 10.8x. Currently, Advance Auto Parts’ forward PE multiple is 20.8x.
Analysts Have Mixed Opinions about Ionis
Wall Street analysts estimate that Ionis’s (IONS) Q2 2018 revenues will rise ~30.0% to $135.5 million as compared to $104.2 million in Q2 2017.
What Analysts Expect from Haemonetics in Q1 2019
Haemonetics is expected to report 4.3% growth in revenues to $219.9 million during Q1 2019 as compared to $210.9 million during Q1 2018.
Analyzing Caterpillar’s Resource Industries Segment
Caterpillar’s Resource Industries segment is the company’s lowest revenue contributor. The segment had a revenue share of 18% in the second quarter.
Caterpillar’s Revenues: Highest Growth in More than Six Years
Caterpillar (CAT) reported revenues of $14.01 billion in the second quarter—an increase of 23.7% on a YoY (year-over-year) basis.