romancer
liked and commented on
1. Which company’s Q2 earnings are you most satisfied or dissatisfied with?
Among only a handful of US stocks in my investment portfolio, Apple is the company that delivered Q2 earnings that I’m most satisfied with:
EPS: $1.52 per share vs. $1.43 expected
Revenue: $94.84 billion vs. $92.96 billion expected
Gross margin: 44.3% vs. 44.1% expected
Although the return is merely ~20% so far, I have faith that Apple (being world’s 1st $3 Trillion Company) is a company that’s going t...
Among only a handful of US stocks in my investment portfolio, Apple is the company that delivered Q2 earnings that I’m most satisfied with:
EPS: $1.52 per share vs. $1.43 expected
Revenue: $94.84 billion vs. $92.96 billion expected
Gross margin: 44.3% vs. 44.1% expected
Although the return is merely ~20% so far, I have faith that Apple (being world’s 1st $3 Trillion Company) is a company that’s going t...
13
2
romancer
commented on
Event Description:
This event column is to help mooers learn more about the differences among companies and industries, identify hidden opportunities, and better navigate the market.
"Innovation distinguishes between a leader and a follower. Quality is more important than quantity. One home run is better than two doubles." —Steven Paul Jobs.
Challenge Start >>
Rewards
1) 4,000 Points: All mooers who answer the followin...
This event column is to help mooers learn more about the differences among companies and industries, identify hidden opportunities, and better navigate the market.
"Innovation distinguishes between a leader and a follower. Quality is more important than quantity. One home run is better than two doubles." —Steven Paul Jobs.
Challenge Start >>
Rewards
1) 4,000 Points: All mooers who answer the followin...
+2
35
130
romancer
commented on and voted
[Rewards] NIO Q2 margins contracted continually, and revamped models began shipping
Claim your Earnings Season offer by winning Rewards Points and discovering Investment Opportunities!
KEY Figures:
● Q2 total revenues were US$1,209.7 million, representing a decrease of 14.8% YoY (year-on-year) and a decrease of 17.8% from the first quarter of 2023. Specifically, vehicle sales were US$990.9 million in this quarter.
● Vehicle deliveries were 23,520 in Q2 2023, consisting ...
Claim your Earnings Season offer by winning Rewards Points and discovering Investment Opportunities!
KEY Figures:
● Q2 total revenues were US$1,209.7 million, representing a decrease of 14.8% YoY (year-on-year) and a decrease of 17.8% from the first quarter of 2023. Specifically, vehicle sales were US$990.9 million in this quarter.
● Vehicle deliveries were 23,520 in Q2 2023, consisting ...
70
29
romancer
liked and voted
[Rewards] Sea Limited plunges after Q2 earnings miss, bone or bane?
Claim your Earnings Season offer by winning Rewards Points and discovering Investment Opportunities!
KEY Figures:
● Sea Limited Q2 total revenue was $3.1 billion, representing a single-digit increase of 5.2% YoY (year-over-year).
● Q2 net income turned positive to $331.0 million, as compared to a total net loss of $(931.2) million for the second quarter of 2022.
● The E-commerce sector's revenue...
Claim your Earnings Season offer by winning Rewards Points and discovering Investment Opportunities!
KEY Figures:
● Sea Limited Q2 total revenue was $3.1 billion, representing a single-digit increase of 5.2% YoY (year-over-year).
● Q2 net income turned positive to $331.0 million, as compared to a total net loss of $(931.2) million for the second quarter of 2022.
● The E-commerce sector's revenue...
39
12
romancer
commented on and voted
[Rewards] Alibaba reports choppy Q1 FY24 earnings beat, new energy unleashed?
Claim your Earnings Season offer by winning Rewards Points and discovering Investment Opportunities!
KEY Figures:
● Total revenue grew by 14% year-on-year (YoY) to $32,29 billion, above the Refinitiv consensus estimates of $31.02 billion.
● Net income (attributable to ordinary shareholders) was $4.73 billion, above the Refinitiv consensus estimates of $3.95 billion, up 51% YoY. Non-...
Claim your Earnings Season offer by winning Rewards Points and discovering Investment Opportunities!
KEY Figures:
● Total revenue grew by 14% year-on-year (YoY) to $32,29 billion, above the Refinitiv consensus estimates of $31.02 billion.
● Net income (attributable to ordinary shareholders) was $4.73 billion, above the Refinitiv consensus estimates of $3.95 billion, up 51% YoY. Non-...
38
9
romancer
liked and commented on
Event Description:
This event column is to help mooers learn more about the differences among companies and industries, identify hidden opportunities, and better navigate the market.
"Interest rate is like the gravity of the investment. Price is what you pay and value is what you get. Be fearful when others are greedy and be greedy when others are fearful." — Warren Buffett
Challenge Start >>
Rewards
1) 4,000 Points...
This event column is to help mooers learn more about the differences among companies and industries, identify hidden opportunities, and better navigate the market.
"Interest rate is like the gravity of the investment. Price is what you pay and value is what you get. Be fearful when others are greedy and be greedy when others are fearful." — Warren Buffett
Challenge Start >>
Rewards
1) 4,000 Points...
+2
42
115
romancer
commented on and voted
[Rewards] Apple sees Q3 sales drop continuing, but service revenue grows 8%
Claim your Earnings Season offer by winning Rewards Points and discovering Investment Opportunities!
KEY Figures:
● Total sales were $81.8 billion vs. $81.7 billion estimated, according to Refinitiv consensus estimates, down 1% YoY (year-over-year).
● iPhone revenue was $39.7 billion vs. $39.9 billion estimated, down 2% YoY. Services revenue was $21.2 billion vs. $20.8 billion estimated, up ...
Claim your Earnings Season offer by winning Rewards Points and discovering Investment Opportunities!
KEY Figures:
● Total sales were $81.8 billion vs. $81.7 billion estimated, according to Refinitiv consensus estimates, down 1% YoY (year-over-year).
● iPhone revenue was $39.7 billion vs. $39.9 billion estimated, down 2% YoY. Services revenue was $21.2 billion vs. $20.8 billion estimated, up ...
53
38
romancer
liked and voted
[Rewards] Microsoft shines in fourth-quarter earnings, driven by solid growth in the cloud.
Claim your Earnings Season offer by winning Rewards Points and discovering Investment Opportunities!
KEY Figures:
● Revenue was $56.2 billion and increased 8% YoY (year-on-year), vs. $55.5 billion as expected by Refinitiv. Specifically, revenue in Intelligent Cloud was $24.0 billion and increased 15% YoY.
● Net income was $20.1 billion with an increase of 20%, and the...
Claim your Earnings Season offer by winning Rewards Points and discovering Investment Opportunities!
KEY Figures:
● Revenue was $56.2 billion and increased 8% YoY (year-on-year), vs. $55.5 billion as expected by Refinitiv. Specifically, revenue in Intelligent Cloud was $24.0 billion and increased 15% YoY.
● Net income was $20.1 billion with an increase of 20%, and the...
46
6
$Meta Platforms (META.US)$ short
First attempt ever.
Would it not be funny if $META topped on the thread app news?
$META bottomed on the layoffs and cost cutting efforts months ago under $100. Facebook focused, specifically on efficiency and costs.
Now threads comes out out of nowhere, splitting the focus into the new product and providing additional costs.
Best thing? Everyone is ultra bullish on this news.
Bad news is rarely what tops stocks, good news is rarely what bottoms stocks. Read be...
First attempt ever.
Would it not be funny if $META topped on the thread app news?
$META bottomed on the layoffs and cost cutting efforts months ago under $100. Facebook focused, specifically on efficiency and costs.
Now threads comes out out of nowhere, splitting the focus into the new product and providing additional costs.
Best thing? Everyone is ultra bullish on this news.
Bad news is rarely what tops stocks, good news is rarely what bottoms stocks. Read be...
4
romancer : Great sharing!