Earnings Coming in Better-Than-Expected As Peak Season Begins

GuruFocus.com02-03 23:59

The Magnificent 7 kicked off fourth quarter reporting in a similar fashion to the Q3 season. Tesla once again missed expectations when they reported on Wednesday, on both the top and bottom-line this ...

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Tesla once again missed expectations when they reported on Wednesday, on both the top and bottom-line this ...</p>\n\n<a href=\"https://finance.yahoo.com/news/earnings-coming-better-expected-peak-155914412.html\">Source Link</a>\n\n</div>\n","source":"yahoofinance","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Earnings Coming in Better-Than-Expected As Peak Season Begins</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEarnings Coming in Better-Than-Expected As Peak Season Begins\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-03 23:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/earnings-coming-better-expected-peak-155914412.html><strong>GuruFocus.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Magnificent 7 kicked off fourth quarter reporting in a similar fashion to the Q3 season. Tesla once again missed expectations when they reported on Wednesday, on both the top and bottom-line this ...</p>\n\n<a href=\"https://finance.yahoo.com/news/earnings-coming-better-expected-peak-155914412.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AAPL","symbol_name":"苹果","start_time":0,"source_url":"https://finance.yahoo.com/news/earnings-coming-better-expected-peak-155914412.html","article_id":"2508703147","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2508703147","pubTimestamp":1738598354,"columns":[],"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"The Magnificent 7 kicked off fourth quarter reporting in a similar fashion to the Q3 season. Tesla once again missed expectations when they reported on Wednesday, on both the top and bottom-line this time , yet investors seemed unbothered.[1] While the stock initially fell, it ended up ~8% by the end of the week. After struggling through the first half of 2024, Tesla's shares began to improve in the second half of the year, and then rose even more after Donald Trump was elected US president in November. Tesla's CEO Elon Musk's close relationship with the president and his position as the leader of the newly created Department of Government Efficiency, has led investors to believe there are more favorable policies and less oversight of EV companies which would benefit Tesla.[2]. Apple continued the party on Thursday, reporting revenues that grew 4% YoY thanks to a boost from the Services segment.[6] This as well as a guidance for low to mid single digit sales growth for their fiscal Q2 ","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"AAPL":"苹果","NVDA":"英伟达","SKIS":"Peak Resorts, Inc.","JNPR":"瞻博网络","AMD":"美国超微公司","TSLA":"特斯拉"},"translate_title":"旺季开始，盈利好于预期","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SKIS":1,"AAPL":0.9,"AMD":0.9,"JNPR":0.9,"NVDA":0.9,"TSLA":0.9},"content_text":"The Magnificent 7 kicked off fourth quarter reporting in a similar fashion to the Q3 season. Tesla once again missed expectations when they reported on Wednesday, on both the top and bottom-line this time (vs. only missing on revenues in Q3), yet investors seemed unbothered.[1] While the stock initially fell, it ended up ~8% by the end of the week. After struggling through the first half of 2024, Tesla's shares began to improve in the second half of the year, and then rose even more after Donald Trump was elected US president in November. Tesla's CEO Elon Musk's close relationship with the president and his position as the leader of the newly created Department of Government Efficiency, has led investors to believe there are more favorable policies and less oversight of EV companies which would benefit Tesla.[2]\n\nWarning! GuruFocus has detected 6 Warning Signs with AMD.\n\nMicrosoft also followed a similar pattern to last quarter, beating on the top and bottom-line, but issuing light revenue guidance once again which led to investors taking the stock down over 9% in the following trading session. The only name to buck the trend on Wednesday was Meta, while softening user growth led to a decline in the stock after the Q3 report, the company impressed shareholders in Q4 by reporting a 21% increase in quarterly revenue.[3] Furthermore, Meta's continued investments in artificial intelligence throughout its social media properties appears to be paying off, and further investments to the tune of $60 - $65B are planned this year.[4] CEO Mark Zuckerberg said he expects Meta AI to reach a billion users in 2025.[5]\nApple continued the party on Thursday, reporting revenues that grew 4% YoY thanks to a boost from the Services segment.[6] This as well as a guidance for low to mid single digit sales growth for their fiscal Q2 helped investors look past the continuing deceleration of iPhone sales, mostly due to weakness in China.[7] The stock rose 3% after the report. \nBut all wasn't well in AI land last week, as Chinese-based DeepSeek unexpectedly released a cheaper, more nimbly built generative AI tool akin to ChatGPT.[8] Details on how it was built are still being sorted, but it came at the expense of Nvidia shares which tumbled 17% by the end of the US trading day last Monday. This marked the largest one-day percentage loss for NVDA going back to March 2020, but the market cap loss of $600B was the steepest in US history.[9] Nvidia will report Q4 earnings on February 26. \nOverall the Q4 earnings season continues to come in better-than-expected. That has thrust quarterly growth to 13.2% according to FactSet, the best rate in three years, with revenue growth trailing behind at 5%.[10]\nOn Deck This Week\nBig tech continues their reporting this week when Alphabet releases results on Tuesday, and Amazon on Thursday.Source: Wall Street Horizon\nOutlier Earnings Dates This Week\nAcademic research shows that when a company confirms a quarterly earnings date that is later than when they have historically reported, it's typically a sign that the company will share bad news on their upcoming call, while moving a release date earlier suggests the opposite.[11]\nThis week we get results from a number of large companies on major indexes that have pushed their Q4 2024 earnings dates outside of their historical norms. Seventeen companies within the S&P 500 confirmed outlier earnings dates for this week, thirteen of which are later than usual and therefore have negative DateBreaks Factors*. Those names are Advanced Micro Devices (NASDAQ:AMD), Pentair (PNR), Fair Isaac Corp (FICO), Juniper Networks, Inc. (NYSE:JNPR), Hologic Inc (HOLX), Cencora (COR), Align Technology (ALGN), Corteva (CTVA), Johnson Controls International (JCI), Xcel Energy (XEL), Honeywell International (HON), Aptiv (APTV) and MarketAxess Holdings (MKTX). The four names with positive DateBreak Factors are Everest Re Group (EG), Healthpeak Properties (DOC), Willis Towers Watson (WTW) and IQVIA Holdings (IQV). \nAdvanced Micro Devices \nCompany Confirmed Report Date: Tuesday, February 4, AMCProjected Report Date (based on historical data): Tuesday, January 28, AMCDateBreaks Factor: -2*\n\n* Wall Street Horizon DateBreaks Factor: statistical measurement of how an earnings date (confirmed or revised) compares to the reporting company's 5-year trend for the same quarter. Negative means the earnings date is confirmed to be later than historical average while Positive is earlier.\n\nAdvanced Micro Devices is set to report their Q4 2024 results on Tuesday, February 4, a week later than expected. While they are still adhering to their Tuesday reporting trend, they have pushed their report into the 6th week of the year (WOY), after reporting in the 5th WOY for the last two years. This will be the latest AMD has reported for Q4 in ten years, and only the second time they have reported in February. \nAMD, along with the rest of the chip sector, had a rough go early last week due to worries over the AI app DeekSeek. The bad luck continued when AMD's stock was downgraded by Melius Research on Tuesday due to concerns around stiff competition, primarily from Nvidia.[12] This comes after a flurry of other downgrades in the past few months from analysts at Wolfe Research[13], Bank of America[14], HSBC[15], and Goldman Sachs[16].\nJuniper Networks\nCompany Confirmed Report Date: Tuesday, February 4, AMCProjected Report Date (based on historical data): Tuesday, January 28, AMCDateBreaks Factor: -3*\nJuniper Networks is set to report their Q4 2024 results on Tuesday, February 4, a week later than expected. While they are still adhering to their Tuesday reporting trend established over the last two years, they have pushed their report into the 6th week of the year (WOY), after reporting in the 5th WOY or even the 4th WOY for the past decade. This will be the latest JNPR has reported for Q4 in ten years, and the first they have reported in February. \nOftentimes companies delay earnings reports when working through a merger or acquisition. That could possibly be the reason for JNPR's late earnings date, as Hewlett-Packard announced a $14B bid for the company back in January 2024.[17] Just this week, however, that deal was blocked by the US Department of Justice, on concerns that joining the second and third-largest wireless networking providers would reduce competition and innovation in the industry.[18]\nQ4 Earnings Wave\nWith the Q4 season getting started a little later this year, the peak weeks are expected to fall between February 3 - 28, with each week expected to see over 1,200 reports. Currently, February 27 is predicted to be the most active day with 872 companies anticipated to report. Thus far, only 61% of companies have confirmed their earnings date (out of our universe of 11,000+ global names), so this is subject to change. The remaining dates are estimated based on historical reporting data.Source: Wall Street Horizon\n\n1 Tesla Releases Fourth Quarter and Full Year 2024 Financial Results, January 29, 2025, https://ir.tesla.com 2 Musk's ties to Trump will reverberate through Tesla, other interests, Reuters, by Nathan Gomes and Zaheer Kachwala, November 6, 2024, https://www.reuters.com 3 Meta Reports Fourth Quarter and Full Year 2024 Results, January 29, 2025, https://s21.q4cdn.com 4 META Q4 2024 Earnings Call Transcript, January 29, 2025 https://s21.q4cdn.com5 META Q4 2024 Earnings Call Transcript, January 29, 2025, https://s21.q4cdn.com 6 Apple reports first quarter results, January 30, 2025, https://www.apple.com 7 Apple reports first quarter results, January 30, 2025 https://www.apple.com 8 DeepSeek says it built its chatbot cheap. What does that mean for AI's energy needs and the climate?, AP News, by Jennifer McDermott and Matt O'Brien, January 28, 2025, https://apnews.com9 Nvidia sheds almost $600 billion in market cap, biggest one-day loss in U.S. history, CNBC, by Samantha Subin, January 27, 2025,https://www.cnbc.com 10 Earnings Insight, FactSet, John Butters, January 31, 2025, https://advantage.factset.com 11 Time Will Tell: Information in the Timing of Scheduled Earnings News, Journal of Financial and Quantitative Analysis, Eric C. So, Travis L. Johnson, Dec, 2018, https://papers.ssrn.com 12 Melius Research cuts AMD to Hold, warns Nvidia 'will come for them, Investing.com, January 28, 2025 'https://finance.yahoo.com 13 Advanced Micro Devices Stock Catches a Downgrade. Why This Analyst Is Concerned, Barron's, by MacKenzie Tatananni, January 16, 2025 https://www.barrons.com 14 Bank of America downgrades AMD due to potential market share losses, CNBC, by Lisa Kailai Han, December 9, 2024, https://www.cnbc.com 15 AMD Stock Slumps After Double Downgrade by HSBC on AI Revenue Concerns, Investopedia.com, by Andrew Kessel, January 8, 2025, https://www.investopedia.com 16 AMD Stock Downgraded. Goldman Names This Surprise Among AI Chip Picks for 2025, Barrons, Elsa Ohlen, January 10, 2025, https://www.barrons.com 17 HPE to acquire Juniper Networks to accelerate AI-driven innovation, January 9, 2024, https://www.hpe.com 18 Justice Department Sues to Block Hewlett Packard Enterprise's Bid for Juniper Networks, Wall Street Journal, by Dave Michaels, January 30, 2025, https://www.wsj.com \nCopyright 2025 Wall Street Horizon, Inc. All rights reserved. Do not copy, distribute, sell or modify this document without Wall Street Horizon's prior written consent. This information is provided for information purposes only. Neither TMX Group Limited nor any of its affiliated companies guarantees the completeness of the information contained in this publication, and we are not responsible for any errors or omissions in or your use of, or reliance on, the information. This publication is not intended to provide legal, accounting, tax, investment, financial or other advice and should not be relied upon for such advice. The information provided is not an invitation to purchase securities, including any listed on Toronto Stock Exchange and/or TSX Venture Exchange. TMX Group and its affiliated companies do not endorse or recommend any securities referenced in this publication. This publication shall not constitute an offer to sell or the solicitation of an offer to buy, nor may there be any sale of any securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction. TMX, the TMX design, TMX Group, Toronto Stock Exchange, TSX, and TSX Venture Exchange are the trademarks of TSX Inc. and are used under license. Wall Street Horizon is the trademark of Wall Street Horizon, Inc. All other trademarks used in this publication are the property of their respective owners.This article first appeared on \nGuruFocus.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.30.2","shortVersion":"4.30.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2508703147"}