$Duolingo (DUOL.US)$
They get most customers through word of mouth.
The growth of family plan contributed a lot.
There was a extraordinary growth in 2023.
They expect booking growth rate will step down from q1 to q4 in 2024, q4 will be the biggest quarter in terms of booking.
booking growth will be down q1 to q2 because of strong growth in the last year.
Due to the seasonality, adjusted EBITDA will be the lowest in q2 and the highest in q4. In the long-term, target margi...
They get most customers through word of mouth.
The growth of family plan contributed a lot.
There was a extraordinary growth in 2023.
They expect booking growth rate will step down from q1 to q4 in 2024, q4 will be the biggest quarter in terms of booking.
booking growth will be down q1 to q2 because of strong growth in the last year.
Due to the seasonality, adjusted EBITDA will be the lowest in q2 and the highest in q4. In the long-term, target margi...
2
1
$InMode (INMD.US)$
Because of high interest rate, consumers hesitate to spend money on aethetic surgery.
Therefore, they started private financial services in US and another country, which is baked into guidance.
The demand will not come back until second quarter, so guidance is conservative.
They don't buy back their stock because M&A is more precious for investors in long-term.
They will continue expenditure to marketing and research, but they will not low...
Because of high interest rate, consumers hesitate to spend money on aethetic surgery.
Therefore, they started private financial services in US and another country, which is baked into guidance.
The demand will not come back until second quarter, so guidance is conservative.
They don't buy back their stock because M&A is more precious for investors in long-term.
They will continue expenditure to marketing and research, but they will not low...
2
くろだたろう
voted
After leading the market surge last year, the highly sought-after Magnificent 7 suffered a comprehensive defeat at the beginning of 2024 after rate-cut bets diminished. It is worth noting that the stock prices of these major tech companies also showed significant divergence. Among them, $Apple (AAPL.US)$ suffered the most severe pressure in the first week, falling 5.9%; while $Meta Platforms (META.US)$ and ...
+4
249
40
$Palo Alto Networks (PANW.US)$
Financial results were beating in both sales and EPS, but it is thought that stock prices fell due to weak billing guidance.
The reason is inferred from the content of the conference call and the CEO's statement as follows.
・Until now, there has been a trend where clients prefer longer-term contracts with a slight discount rather than short-term contracts of 1 year and 1 year
・Tokoroza Due to recent upward pressure on interest rates, clients are being pressured to cut costs, and they have come to prefer solid short-term contracts over advantageous long-term contracts
・Since this trend is thought to continue for a while in the current market where interest rates are expected to continue for a long time and are thought to continue high, billing guidance was lowered
I'm long $Palo Alto Networks (PANW.US)$
Financial results were beating in both sales and EPS, but it is thought that stock prices fell due to weak billing guidance.
The reason is inferred from the content of the conference call and the CEO's statement as follows.
・Until now, there has been a trend where clients prefer longer-term contracts with a slight discount rather than short-term contracts of 1 year and 1 year
・Tokoroza Due to recent upward pressure on interest rates, clients are being pressured to cut costs, and they have come to prefer solid short-term contracts over advantageous long-term contracts
・Since this trend is thought to continue for a while in the current market where interest rates are expected to continue for a long time and are thought to continue high, billing guidance was lowered
I'm long $Palo Alto Networks (PANW.US)$
Translated
4
くろだたろう
voted
$Eli Lilly and Co (LLY.US)$ stock jumped in early November after the Food and Drug Administration signed off on its new weight-loss drug, a rival to $Novo-Nordisk A/S (NVO.US)$
Recently, Novo said a weekly shot of Ozempic helped stave off renal impairment and reduced the risk of death due to kidney or cardiovascular disease in patients with type 2 diabetes and chronic kidney disease. Earlier this year, Novo said patients who took Wegov...
Recently, Novo said a weekly shot of Ozempic helped stave off renal impairment and reduced the risk of death due to kidney or cardiovascular disease in patients with type 2 diabetes and chronic kidney disease. Earlier this year, Novo said patients who took Wegov...
5
$Shutterstock (SSTK.US)$
Expected growth over Q4 and 2024.
There are enterprise and E-commerce divisions, with the enterprise division surpassing sales for the first time in a quarter.
Regarding the production of 3D content. $NVIDIA (NVDA.US)$ And partnership with them.
E-commerce is expected to recover over the next four quarters. (Reason is not clear)
The benefits of Generative AI are significant, $Amazon (AMZN.US)$ and started a contract that will last for several years.
Enabled commercial use of a platform called Giphy (The content is abstract and not clear)
The company that can use a large number of copyright-free contents is confident that it is in a good position in the era of Generative AI, and expects to benefit over the next several quarters.
Revenue reached a record high with 233 million and 14% growth. Adjusted EBITDA was 65 million, EBITDA/revenue...
Expected growth over Q4 and 2024.
There are enterprise and E-commerce divisions, with the enterprise division surpassing sales for the first time in a quarter.
Regarding the production of 3D content. $NVIDIA (NVDA.US)$ And partnership with them.
E-commerce is expected to recover over the next four quarters. (Reason is not clear)
The benefits of Generative AI are significant, $Amazon (AMZN.US)$ and started a contract that will last for several years.
Enabled commercial use of a platform called Giphy (The content is abstract and not clear)
The company that can use a large number of copyright-free contents is confident that it is in a good position in the era of Generative AI, and expects to benefit over the next several quarters.
Revenue reached a record high with 233 million and 14% growth. Adjusted EBITDA was 65 million, EBITDA/revenue...
Translated
くろだたろう
commented on
$InMode (INMD.US)$
Israeli cosmetic plastic surgery device development company. Stock prices have recently plummeted due to the downward revision in 2023Q3 and the dispute in Israel.
The details of the financial results were poor, and there was not much growth in both sales and EPS from the same period last year.
The company emphasized seasonality (travel and sunshine are strong in summer and all cosmetic surgeries are refrained from), and hospitals refrained from making new purchases due to rising interest rates.
At the conference call, the effects of GLP-1 receptor agonists on weight loss were mentioned by two analysts, and CMO maintained a fairly bullish stance.
The outlook for 2023Q4 and 2024 is uncertain.
The gross margin ratio is over 80, and the operating margin also exceeds 20.
There is plenty of cash, and it is said that M&A is being considered rather than BuyBuck.
I'm long INMD
Israeli cosmetic plastic surgery device development company. Stock prices have recently plummeted due to the downward revision in 2023Q3 and the dispute in Israel.
The details of the financial results were poor, and there was not much growth in both sales and EPS from the same period last year.
The company emphasized seasonality (travel and sunshine are strong in summer and all cosmetic surgeries are refrained from), and hospitals refrained from making new purchases due to rising interest rates.
At the conference call, the effects of GLP-1 receptor agonists on weight loss were mentioned by two analysts, and CMO maintained a fairly bullish stance.
The outlook for 2023Q4 and 2024 is uncertain.
The gross margin ratio is over 80, and the operating margin also exceeds 20.
There is plenty of cash, and it is said that M&A is being considered rather than BuyBuck.
I'm long INMD
Translated
5
3
くろだたろう
liked
$Advanced Micro Devices (AMD.US)$
I don't think the financial results are that good, but I wonder why they are rising... 😅
surely $NVIDIA (NVDA.US)$ I think AMD is the only one that can compete against it 🤔
I don't think the financial results are that good, but I wonder why they are rising... 😅
surely $NVIDIA (NVDA.US)$ I think AMD is the only one that can compete against it 🤔
Translated
4
1
I didn't know it at all, but I'm responsible for selling digital content $Shutterstock (SSTK.US)$ Isn't it going to benefit quite a bit from the generative AI boom??
Financial results were announced yesterday, and in addition to double-digit growth in sales and profits, $Amazon (AMZN.US)$ It was announced that a partnership has been formed with On top of that, the current PER is only a little over 10, the total market value is around 1.3 billion dollars, and the dividend is close to 3%, so that alone makes me want to buy it 😂
Financial results were announced yesterday, and in addition to double-digit growth in sales and profits, $Amazon (AMZN.US)$ It was announced that a partnership has been formed with On top of that, the current PER is only a little over 10, the total market value is around 1.3 billion dollars, and the dividend is close to 3%, so that alone makes me want to buy it 😂
Translated
4
くろだたろう
voted
Major chip maker AMD announced its third-quarter earnings, which exceeded analysts' financial estimates, but the revenue guidance for the fourth quarter fell below market expectations.
AMD's financial results for the quarter ending in September showed an adjusted earnings per share of 70 cents, exceeding the expected 68 cents, with revenue reaching $5.8 billion, a 4% increase compared to the same period last year.
On the other hand, AMD expects revenue for the fourth quarter to be around $6.1 billion, while analysts had expected $6.37 billion.
Initially, AMD's stock price fell by about 4% in after-hours trading, but rebounded after the company raised its outlook for the artificial intelligence chip business.
There is a possibility of 2 billion dollars.
AMD is one of the few chip makers that can manufacture GPUs, a market currently dominated by nvidia. GPUs are mainly used for training and deploying ai models, with the AI boom driving the GPU market this year.
In the third quarter, the revenue of AMD's datacenter division, including server processor CPUs and ai chip GPUs, was 1.6 billion dollars, unchanged from the same period last year. AMD is expecting strong growth in the datacenter business in the fourth quarter....
AMD's financial results for the quarter ending in September showed an adjusted earnings per share of 70 cents, exceeding the expected 68 cents, with revenue reaching $5.8 billion, a 4% increase compared to the same period last year.
On the other hand, AMD expects revenue for the fourth quarter to be around $6.1 billion, while analysts had expected $6.37 billion.
Initially, AMD's stock price fell by about 4% in after-hours trading, but rebounded after the company raised its outlook for the artificial intelligence chip business.
There is a possibility of 2 billion dollars.
AMD is one of the few chip makers that can manufacture GPUs, a market currently dominated by nvidia. GPUs are mainly used for training and deploying ai models, with the AI boom driving the GPU market this year.
In the third quarter, the revenue of AMD's datacenter division, including server processor CPUs and ai chip GPUs, was 1.6 billion dollars, unchanged from the same period last year. AMD is expecting strong growth in the datacenter business in the fourth quarter....
Translated
8
![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)
![[loading]](data:image/svg+xml;base64,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)