PayPal 预期的非通用会计准则每股收益数字将与去年相同- 5.10 美元。但是他们计划在非通用会计准则中包括每股股票期权，所以他们实际上应该展示增长并具有增益的每股收益，因为以往的每股股票期权没有包括在非通用会计准则中。打印后价格下跌的原因是FY'24非通用会计准则每股收益指引相当于FY'23，但是由于会计变更，您不能直接比较每股收益数字。我是否漏掉了什么？ $PayPal (PYPL.US)$ $WisdomTree U.S. Earnings 500 Fund (EPS.US)$

Walt Disney $迪士尼 (DIS.US)$ , a family entertainment company, is expected to report its fiscal fourth-quarter earnings of $0.44 per share, which represents year-over-year growth of over 320% from a loss of -$0.20 per share seen in the same period a year ago.
The family entertainment company would post revenue growth of 28% to $18.8 billion. The company has beaten earnings per share $WisdomTree U.S. Earnings 500 Fund (EPS.US)$ (EPS) estimates all times in the last four quarters, according to ZACKS Research.
Analyst Comments
“We see Disney on the short list of global streaming majors. Despite significant continued upward earnings revisions, shares have lagged as net adds expectations ran ahead of content deliveries. As the content pipeline builds into ’22 and ’23, core net adds should accelerate, driving shares,” noted Benjamin Swinburne, equity analyst at Morgan Stanley.
“Disney is building content assets that enable it to take advantage of the significant direct-to-consumer streaming opportunity ahead. Disney’s underlying IP remains best-in-class, supporting long term content monetization opportunities. During this period of FCF pressure from Parks closures, ESPN’s FCF generation is key to driving down leverage. Historical cycles suggest a potential return to above prior peak US Parks revenues in FY23.”
Article excerpted from Yahoo.

Roku Inc. $Roku Inc (ROKU.US)$ (ROKU) 在周三收盘后公布了2021年第三季度的收益，分析师预计收入为6.8059亿美元，每股盈利0.06美元。如果达到，则每股收益 $WisdomTree U.S. Earnings 500 Fund (EPS.US)$ （每股收益）的利润将与2020年同期相比下降33％，当时小盘股受益于COVID隔离。尽管超过了第二季度的预期并提高了第三季度的预期，但该股在8月份下跌了4％，截至10月初又下跌了27％。
高波动性和多重不利因素
自7月份扭转2月份的阻力以来，这家流媒体提供商受到了多重阻力的打击，跌幅超过40％，这得益于COVID封锁的结束以及许多国家恢复了大流行前活动。此外，亚马逊公司 $亚马逊 (AMZN.US)$ (AMZN) 推出了自己的智能电视品牌，而苹果公司的 $苹果 (AAPL.US)$ (AAPL) 新的iOS 14广告跟踪选项也可能会影响Roku广告支持平台推动的收入。
美银证券分析师鲁普卢·巴塔查里亚在夏季暴跌后为该股辩护，指出 “尽管Roku在第二季度的活跃账户略低于华尔街（5,110万对华尔街5180万），但我们认为这是受过渡性供应链问题和重新开放阻力以及市场份额损失的影响。我们认为，投资者的预期在短期内已被重置。此外，尽管重新开放，但在 C2Q21 中，Roku 在直播收视率方面的领先优势仍然完好无损。”