预计PayPal非公认会计准则每股收益将与去年相同——5.10美元。但是他们正计划将SBC纳入非公认会计准则，因此，鉴于前几年SBC未包含在非公认会计准则中，他们是否应该真正表现出增长并增加每股收益。印发后价格下跌的原因是24财年的非公认会计准则每股收益指引与23财年相比含糊不清，但由于会计变动，您无法直接比较每股收益数字。我错过了什么吗？ $PayPal (PYPL.US)$ $WisdomTree U.S. Earnings 500 Fund (EPS.US)$

沃尔特·迪斯尼 $迪士尼 (DIS.US)$ 一家家庭娱乐公司，预计将公布其第四财季每股收益0.44美元，较去年同期每股亏损-0.20美元同比增长320％以上。
这家家庭娱乐公司的收入将增长28％，达到188亿美元。该公司已超过每股收益 $WisdomTree U.S. Earnings 500 Fund (EPS.US)$ 根据ZACKS Research的数据，（EPS）对过去四个季度的所有时间进行了估计。
分析师评论
“我们在全球流媒体巨头的入围名单中看到迪士尼。尽管收益持续大幅上调，但由于内容交付前的净增预期，股价仍处于滞后状态。摩根士丹利股票分析师本杰明·斯威本指出，随着内容渠道进入22年和23年，核心净增势头应该会加速，从而推动股价上涨。
“迪士尼正在建立内容资产，使其能够利用未来的重大直接面向消费者的流媒体机会。迪士尼的基础知识产权仍然处于同类最佳水平，为长期的内容盈利机会提供了支持。在园区关闭带来的FCF压力的这段时期，ESPN的FCF产生是降低杠杆率的关键。历史周期表明，美国公园收入可能在23财年恢复到之前的峰值以上。”
文章摘自雅虎。

Roku Inc. $Roku Inc (ROKU.US)$ (ROKU) reports Q3 2021 earnings after Wednesday’s closing bell, with analysts looking for a profit of $0.06 per-share on $680.59 million in revenue. If met, earnings-per-share $WisdomTree U.S. Earnings 500 Fund (EPS.US)$ (EPS) will mark a 33% profit decline compared to the same quarter in 2020, when the small cap benefited from COVID isolation. The stock fell 4% in August despite beating Q2 estimates and raising Q3 guidance, and shed another 27% into early October.
High Volatility and Multiple Headwinds
The streaming provider has been hit with multiple headwinds since reversing at February resistance in July, dropping more than 40%, led by the end of COVID lockdowns and resumption of pre-pandemic activities in many countries. In addition, Amazon.com Inc. $亚马逊 (AMZN.US)$ (AMZN) has launched its own smart TV brand while Apple Inc.’s $苹果 (AAPL.US)$ (AAPL) new iOS 14 ad-tracking options may also impact revenue driven by Roku’s ad-supported platform.
BofA Securities analyst Ruplu Bhattacharya defended the stock after the summer collapse, noting that “while Roku’s active accounts in F2Q were marginally lower than Street (51.1mn vs. Street 51.8mn), we see this as impacted from transitory supply chain issues, and reopening headwinds, vs. market share loss. Investor expectations have been reset in the near term, in our opinion. Moreover, despite reopenings, Roku’s lead in streaming viewership remained intact in C2Q21.”