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Recently, $TripAdvisor (TRIP.US)$ , the leading online travel company, released its strong 2Q22 results. TRIP's new segment disclosure provides better visibility into TRIP's highly profitable core business and growth brands Viator & The Fork. JP Morgan believes TRIP's strong brand, leading experien...
Recently, $TripAdvisor (TRIP.US)$ , the leading online travel company, released its strong 2Q22 results. TRIP's new segment disclosure provides better visibility into TRIP's highly profitable core business and growth brands Viator & The Fork. JP Morgan believes TRIP's strong brand, leading experien...
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Recently, a solid waste serviceproviderser $Republic Services (RSG.US)$ reported 2Q22 results that beat expectations. Core price rose to 6.2%, fuel surcharge was 3.0%, and volumes grew +2.4%. Underlying solid waste margin expanded +60bps y/y. Given the strong 1H2022 perf...
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$Datadog (DDOG.US)$ recently announced its 22Q2 financial results, with key financial figures for the quarter exceeding expectations. Considering the potential market space of US$35 billion for the company's unified IT monitoring platform, coupled with the company's increasing number of he...
$Datadog (DDOG.US)$ recently announced its 22Q2 financial results, with key financial figures for the quarter exceeding expectations. Considering the potential market space of US$35 billion for the company's unified IT monitoring platform, coupled with the company's increasing number of he...
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$Roblox (RBLX.US)$ is expected to report 2Q22 earnings after the bell on August 9th ET. The Bloomberg consensus estimate for Roblox's revenue is $657.200 million, up 74.42% YoY; and theadjusted net income of -$81.377 million.
Key takeaways：
1. Daily active user count slowdown in the US and Canada may hav...
$Roblox (RBLX.US)$ is expected to report 2Q22 earnings after the bell on August 9th ET. The Bloomberg consensus estimate for Roblox's revenue is $657.200 million, up 74.42% YoY; and theadjusted net income of -$81.377 million.
Key takeaways：
1. Daily active user count slowdown in the US and Canada may hav...
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Recently, Chevron announced its Q2 financial results with a solid 2Q beat coupled with a buyback guidance raise (now $5-15B annually vs. $5-10B prior). Although JP Morgan thinks Chevron's strategy is on track, it remains an Underweight rating given its premium valuation, as it sees the least upside in the ...
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Recently, $Thermo Fisher Scientific (TMO.US)$ reported strong 2Q22 results. As such, JP Morgan remains Overweight while rolling its Dec 2022 PT of $700 to a Dec 2023 PT of $715.
Key takeaways：
1. Strong organic growth as revenue exceeds expectations
(1) Thermo Fisher (TMO) reported its 2Q22 results, with revenues of $10.97B (vs. Street of $9.97B), representing +3% organic growth. Core organic growth (includes COVID vax/ther...
Key takeaways：
1. Strong organic growth as revenue exceeds expectations
(1) Thermo Fisher (TMO) reported its 2Q22 results, with revenues of $10.97B (vs. Street of $9.97B), representing +3% organic growth. Core organic growth (includes COVID vax/ther...
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$Roku Inc (ROKU.US)$ is expected to report 2Q22 earnings after the bell on July 28 ET. The Bloomberg consensus estimate for Roku's revenue is $804.115 million, up 24.6% YoY; and the adjusted net income of -$93.177 million，-11.6% YoY.
Key takeaways：
1. Bloomberg:
(1) Roku Active-Account Growth Slows on T...
$Roku Inc (ROKU.US)$ is expected to report 2Q22 earnings after the bell on July 28 ET. The Bloomberg consensus estimate for Roku's revenue is $804.115 million, up 24.6% YoY; and the adjusted net income of -$93.177 million，-11.6% YoY.
Key takeaways：
1. Bloomberg:
(1) Roku Active-Account Growth Slows on T...
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$Apple (AAPL.US)$is expected to report FY3Q22 earnings after the bell on July 28 ET. The Bloomberg consensus estimate for Apple's revenue is $82.718billion, 1.6% YoY; and the adjusted net income of $19.02billion, 23% YoY.
Key takeaways：
1. Raise the below street estimates given better iP...
$Apple (AAPL.US)$is expected to report FY3Q22 earnings after the bell on July 28 ET. The Bloomberg consensus estimate for Apple's revenue is $82.718billion, 1.6% YoY; and the adjusted net income of $19.02billion, 23% YoY.
Key takeaways：
1. Raise the below street estimates given better iP...
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$Meta Platforms (META.US)$ is expected to release its 22Q2 financial report after the bell on July 27th ET. Credit Suisse decreases the price target from $273 to $245. The Bloomberg consensus estimate for Meta's revenue is $28.933billion, -0.4% YoY; and the adjusted net income of $7.432billion, -28.5% YoY.
Key takeaways：
1. Bloomberg
(1) Ad-Impressions Growth May Decelerate to High-Single Digits in 2Q on Competition From TikTok, You...
Key takeaways：
1. Bloomberg
(1) Ad-Impressions Growth May Decelerate to High-Single Digits in 2Q on Competition From TikTok, You...
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$Qualcomm (QCOM.US)$ is scheduled to release its 3Q22 earnings after markets close on Wednesday, July 27. Bloomberg's consensus estimate is revenue of $10.865B, +35.9%, and adj. net income of $3.270B, +48.6%.
Key takeaways:
1. Chip demand remains s...
$Qualcomm (QCOM.US)$ is scheduled to release its 3Q22 earnings after markets close on Wednesday, July 27. Bloomberg's consensus estimate is revenue of $10.865B, +35.9%, and adj. net income of $3.270B, +48.6%.
Key takeaways:
1. Chip demand remains s...
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