Wisdomtree U.S. Largecap Fund Stock Discussion

PayPal non-GAAP EPS numbers are guided to be the same as last year - $5.10. But they are planning on including SBC in non-gaap, so shouldn’t they actually demonstrate growth and have accretive EPS given former years SBC is not included in non-GAAP. The reason for the price falling post print was FY’24 non-GAAP EPS guidance equivocation to FY’23, but you can’t directly compare EPS numbers because of accounting change. Am I missing something? $PayPal (PYPL.US)$ $Wisdomtree U.S. Largecap Fund (EPS.US)$

Walt Disney $Disney (DIS.US)$ , 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 $Wisdomtree U.S. Largecap Fund (EPS.US)$ (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) 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 $Wisdomtree U.S. Largecap Fund (EPS.US)$ (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. $Amazon (AMZN.US)$ (AMZN) has launched its own smart TV brand while Apple Inc.’s $Apple (AAPL.US)$ (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.”