Jalex
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Read through from $Stratasys (SSYS.US)$ topline growth, 3D Printing seemed to enjoy strong recovery growth post reopening! $3D Systems (DDD.US)$ next week earnings should be exciting coupled with cost savings from divestitures of non-core assets.
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$Opendoor Technologies (OPEN.US)$ Squeeze the short!! Next week earnings should be a great one!
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$Opendoor Technologies (OPEN.US)$ Others panic, I am greedy, all in!
Translated
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$Tesla (TSLA.US)$ (Bloomberg) --Hertz Global Holdings Inc., barely four months out of bankruptcy, placed an order for 100,000 Teslas in the first step of an ambitious plan to electrify its rental-car fleet, according to people with knowledge of the matter.
It’s the single-largest purchase ever for electric vehicles and represents about $4.2 billion of revenue for Tesla Inc., according to the people, who asked not to be identified because the information is private. While car-rental companies typically demand big discounts from automakers, the size of the order implies that Hertz is paying close to list prices.
It’s the single-largest purchase ever for electric vehicles and represents about $4.2 billion of revenue for Tesla Inc., according to the people, who asked not to be identified because the information is private. While car-rental companies typically demand big discounts from automakers, the size of the order implies that Hertz is paying close to list prices.
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$Opendoor Technologies (OPEN.US)$ clear cut beneficiary from $Zillow-C (Z.US)$ paused in its operations.... 3Q should beat and 4Q definitely to be strong thanks to underlying demand
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$Disney (DIS.US)$
THIRD QUARTER RESULTS
Disney+ subscribers 116.0 million, estimate 113.1 million (Bloomberg Consensus)
Adjusted EPS 80c, estimate 55c (range 28c to $1.05)
Revenue $17.02 billion, estimate $16.80 billion (range $15.48 billion to $17.48 billion)
Media and entertainment distribution revenue $12.68 billion, estimate $12.90 billion
Parks, experiences and products revenue $4.34 billion, estimate $4.05 billion
Total segment operating income $17.02 billion
Media and entertainment distribution operating income $2.03 billion, estimate $2.02 billion...
THIRD QUARTER RESULTS
Disney+ subscribers 116.0 million, estimate 113.1 million (Bloomberg Consensus)
Adjusted EPS 80c, estimate 55c (range 28c to $1.05)
Revenue $17.02 billion, estimate $16.80 billion (range $15.48 billion to $17.48 billion)
Media and entertainment distribution revenue $12.68 billion, estimate $12.90 billion
Parks, experiences and products revenue $4.34 billion, estimate $4.05 billion
Total segment operating income $17.02 billion
Media and entertainment distribution operating income $2.03 billion, estimate $2.02 billion...
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$Opendoor Technologies (OPEN.US)$
THIRD QUARTER FORECAST
Sees revenue $1.8 billion to $1.9 billion, estimate $1.49 billion (range $1.20 billion to $1.71 billion) (Bloomberg Consensus)
Sees adjusted Ebitda $15 million to $25 million, estimate loss $19.3 million (range loss $13.6 million to $21.6 million)
SECOND QUARTER RESULTS
Loss per share 24c, estimate loss/share 35c (2 estimates)
Revenue $1.19 billion, estimate $1.08 billion (range $1.04 billion to $1.10 billion)
Homes sold 3,481
Adjusted Ebitda $26 million, estimate loss $0.93 million (range loss $4.76 million to profit $0.56 million)
Adjusted net $2.5 million, estimate loss $81.9 million (range loss $16.8 million to $196.0 million) (3 estimates)...
THIRD QUARTER FORECAST
Sees revenue $1.8 billion to $1.9 billion, estimate $1.49 billion (range $1.20 billion to $1.71 billion) (Bloomberg Consensus)
Sees adjusted Ebitda $15 million to $25 million, estimate loss $19.3 million (range loss $13.6 million to $21.6 million)
SECOND QUARTER RESULTS
Loss per share 24c, estimate loss/share 35c (2 estimates)
Revenue $1.19 billion, estimate $1.08 billion (range $1.04 billion to $1.10 billion)
Homes sold 3,481
Adjusted Ebitda $26 million, estimate loss $0.93 million (range loss $4.76 million to profit $0.56 million)
Adjusted net $2.5 million, estimate loss $81.9 million (range loss $16.8 million to $196.0 million) (3 estimates)...
Jalex OP : @102858656 Just read on ssys briefings notes, mgmt guiding stronger Q4 as well. Hopefully investors will hold on the 3D printing stocks and not dumping them after the earnings released.