Priceline’s Key Metric Growth Is Slowing Down
Hotel accommodations have historically driven Priceline’s growth. During the third quarter of the year, Priceline’s global accommodation business booked 178 million room nights.
Earnings Report
A Look at Cisco’s Profit Margin and Revenue Growth
Analysts expect Cisco’s revenues to rise 0.3% YoY to $48.1 billion in fiscal 2018, compared with its revenues of $48 billion in fiscal 2017.
Netflix Battles Competition through Huge Investments
In a bid to retain market share, Netflix (NFLX) continues to boost its investment goals by strengthening its content portfolio.
Carlyle Group’s Corporate Private Equity Division
In 3Q17, the Carlyle Group’s (CG) Corporate Private Equity division saw a marginal decline in distributable earnings, from $209 million in 3Q16 to $207 million in 3Q17.
These Pfizer Products Lost Market Share in 3Q17
BeneFIX revenues fell 14% to $151 million during 3Q17, driven by a 16% fall in international sales to $87 million.
Shake Shack’s Business Expansion Strategy
Unit growth By the end of 3Q17, Shake Shack (SHAK) was operating 143 restaurants—79 domestic company-owned restaurants, ten domestic franchised restaurants, and 54 international franchised restaurants. Unit growth In the last four quarters, Shake Shack has increased its restaurant count by 38 units—21 company-owned restaurants and 17 franchised restaurants. In 3Q17 alone, the company added […]
Did Occidental Petroleum Generate Positive Free Cash Flow in 3Q17?
On a year-over-year basis, OXY’s 3Q17 operating cash flow was ~65% higher than the ~$650 million it generated in 3Q16.
Key Support and Resistance in Tesla Stock after Its 3Q17 Results
The majority of analysts are suggesting a “hold” on Tesla at the moment.
Mosaic’s Sales: Phosphate Segment Continued to Disappoint
In 3Q17, Mosaic (MOS) reported sales growth of ~2% YoY (year-over-year) to $2 billion, which grew from $1.95 billion in 3Q16.
Under Armour Beats Earnings per Share Estimate by $0.03
Baltimore-based Under Armour (UAA) reported its 3Q17 results on October 31.
Assessing Priceline’s Revenue Growth in 2017
Analysts expect Priceline’s fiscal 2017 revenues to grow 16.7% YoY to $12.5 billion, which is slightly lower than the 16.5% YoY growth seen in 2016.
Chart in Focus: Priceline’s Booking Guidance for 3Q17
In 2Q17, Priceline’s (PCLN) gross bookings grew 16.4% year-over-year to $20.8 billion.
What Does Southwest Airlines’ Current Valuation Indicate?
Current valuation Southwest Airlines (LUV) has a forward EV-to-EBITDA[1. enterprise value to earnings before interest, tax, depreciation, and amortization] multiple of 7.1x. This is the highest multiple among the major airline carriers and is higher than its average valuation of 6.3x since September 2008. Peer comparisons American Airlines (AAL) is trading at a similar valuation […]
How Mako Robots Are Driving Stryker’s Sales in 2017
Mako sales in 3Q17 In 3Q17, Stryker sold 33 Mako robots, compared with 30 robots in 3Q16. In 2Q17, Stryker installed 26 Mako robots. Of these 33 robots, 23 were installed in the United States. Around 40% of US sales are expected to be in competitive accounts. Stryker is training surgeons on its total knee application […]
These Factors Could Drive Newmont’s Free Cash Flow
Generating FCF (free cash flow) is very important for miners (GDX)(RING) as it helps them optimize their financial leverages, invest in projects supporting long-term value, and provide shareholder returns.
How AbbVie’s Drugs Performed in 3Q17
In 3Q17, AbbVie’s (ABBV) Lupron generated revenues of around $201 million, which reflected ~4% growth on a year-over-year (or YoY) basis.
What Analysts Expect from Frontier’s 3Q17 Earnings
Frontier Communications (FTR) will publish its 3Q17 results on October 31, 2017. Analysts expect Frontier’s EPS (earnings per share) to fall $1.09 in 3Q17.
What to Expect from Pioneer Natural Resources’ Cash Flow in 3Q17
Wall Street analysts expect Pioneer Natural Resources (PXD) to report year-over-year higher cash flow of ~$491 million in 3Q17 compared to ~$441 million in 3Q16.
McDonald’s Valuation Multiple Compared to Its Peers
As of October 25, 2017, McDonald’s was trading at a forward PE multiple of 23.66x compared to 23.57x before the announcement of 3Q17 earnings.
Is Barrick Gold behind in Achieving Its Unit Cost Target?
Barrick Gold (ABX) reported AISC (all-in sustaining costs) of $772 per ounce in 3Q17, which is 10% higher year-over-year and 9% higher sequentially.
What to Expect from Occidental Petroleum’s 3Q17 Revenues
For 3Q17, Wall Street analysts expect Occidental Petroleum (OXY) to report revenues of ~$3.1 billion.
Can Cleveland-Cliffs’ Realized Prices in the US Recover in 2018?
For 3Q17, Cleveland-Cliffs reported average realized prices came in at $90.50 per ton.
Honeywell’s Safety and Productivity Solutions: Acquisition Wave
Honeywell International’s (HON) Safety and Productivity Solutions segment is a fairly new segment and its lowest revenue contributor, accounting for 14.0% of total revenue.
Is Cleveland-Cliffs’ Weak 4Q17 Outlook Temporary?
Cleveland-Cliffs (CLF) released its 3Q17 results on October 20. CLF reported earnings per share of $0.36, beating the consensus estimate by $0.04.
What Do Analysts Think about Merck?
Wall Street analysts estimate Merck’s (MRK) top line will increase marginally by 0.1% to ~$10,546 million in 3Q17.
Why Kellogg’s 3Q17 Profit Margins Could Improve
Kellogg (K) posted improved profit margins despite lower sales, thanks to the company’s focus on efficiency and initiatives to reduce costs.
A Look at American Airlines’ Dividend Payouts
Only four airlines—Delta Air Lines (DAL), Southwest Airlines (LUV), American Airlines (AAL), and Alaska Air Group (ALK)—pay dividends to investors.
What Analysts Are Forecasting for Gold Miners’ 3Q17 Earnings
Analysts expect Barrick Gold’s (ABX) EBITDA to fall 17% YoY in 3Q17 to $988 million.
Why Netflix Plans to Spend Billions on Original Content
Netflix noted that it would spend $8 billion on original content in 2018.
What the Analysts Expect for Altria’s Revenues in 3Q17
In 2Q17, Altria’s (MO) Smokeable Products segment generated 86.1% of the company’s total revenues.
Factors Driving Analysts’ Forecast of a Drop in CLF’s Net Debt in 2017
According to consensus estimates, CLF’s net debt should fall 42% by the end of 2017 compared to 2016.
Twitter’s Average Revenue per User
Monetary value of a user Social media companies Twitter (TWTR), Facebook (FB), and Snap (SNAP) show how much money they make off each of their user accounts as average revenue per user, or ARPU. ARPU is a measure of monetary value a user brings to a platform. Whereas Facebook and Snap released their ARPU for 2Q17, […]
J&J Completed the Divestiture of Its Neurosurgery Business
Johnson & Johnson’s (JNJ) medical device business has been restructuring in order to focus on higher growth areas with potential expansion opportunities.
What Could Drive AIG’s Performance in the Future?
According to Brian Duperreault, chief executive officer of American International Group (AIG), a company in any industry has to take the digitization path for long-term growth and success.
Can Cleveland-Cliffs’ Realized Prices in the US See an Uptick in 3Q17?
Cleveland-Cliffs’ (CLF) average realized prices increased 24% year-over-year and 22% quarter-over-quarter to $97 per ton in 2Q17.
Chart in Focus: Baxter International’s Intralipid 20% Recall
On October 5, 2017, Baxter International (BAX) announced the voluntary recall of a shipment from a lot of Intralipid 20% IV Fat Emulsion, 100 mL. This lot was distributed from August 11 to August 31, 2017.
A Look at Western Digital’s and Seagate’s Financial Metrics
Western Digital (WDC) is one the major players in the global storage market.
What Analysts Project for Global HDD and SSD Shipments
According to Statista, HDD (hard disk drive) shipments are expected to fall 7% YoY (year-over-year) in 2017 to 395 million units from 425 million units in 2016.
Monsanto’s 4Q17 Gross Margins by Segment
The Seed and Genomics segment’s gross margins expanded from 34.0% in 4Q16 to 41.4% in 4Q17.
What Is Hybrid Cloud’s Role in Red Hat’s Growth?
Red Hat’s dominant presence in the Linux space will further enable it to cross-sell its OpenStack to new and existing clients as hybrid cloud adoption increases.
A Look at Constellation Brands’ Sales Growth Strategies
Constellation Brands (STZ) is expanding its beer, wine, and spirits portfolio in the high-end or premium space.
Can RPM International Outperform the Analysts’ Revenue Estimate for Fiscal 1Q18?
As of September 25, 2017, analysts have forecasted that RPM will report revenues of $1.32 billion for fiscal 1Q18, which would be a 5.5% rise over fiscal 1Q17.
Here’s Why Rite Aid’s Margins Have Deteriorated over the Years
Rite Aid’s profitability has worsened over the years. Its gross margin has fallen from 29.0% in fiscal 2013 to just 22.6% in the first quarter of the current fiscal year.
Examining PayPal’s Strategic Partnerships
Baidu and PayPal combined their digital payment services to make it easier for millions of Chinese consumers to pay for purchases from overseas vendors.
Behind Dollar General’s Fiscal 2Q17 Top Line
Dollar General (DG) saw its top line rise 8.1% YoY (year-over-year) to $5.6 billion, driven by an 8.9% rise in demand for consumables.
Will RH’s 2Q17 Earnings Boost Its Stock Price?
Luxury home furnishings retailer RH (RH) will announce its 2Q17 earnings after the market closes on September 6, 2017.
Chart in Focus: Symantec’s Leadership in the Secure Web Gateway Space
According to MarketsandMarkets, the global SWG market is expected to grow at a CAGR of 20.5% to $5.6 billion by 2020, up from $2.2 billion in 2015.
What It Means to Be a Nvidia Shareholder
In the first half of fiscal 2018 or fiscal 1H18, Nvidia distributed $166 million in dividends and repurchased shares worth $758 million.
Under Armour Beats Top- and Bottom-Line Expectations
Baltimore-based Under Armour (UAA) reported its 2Q17 results on Tuesday, August 1. This series is an overview of Under Armour’s 2Q17 results.
Under Armour Reports a Loss Once Again in 2Q17
A look at Under Armour’s 2Q17 bottom line Under Armour (UAA), which released its 2Q17 results on August 1, reported net earnings of -$12 million, or EPS (earnings per share) of -$0.03. The company reported a weaker gross margin and a rise in SG&A (selling, general, and administrative) expenses. In comparison, it reported earnings of $19 […]