One-sentence Review of a Company's Earnings

The earnings season is kicking off! Among the many companies recently releasing earnings reports (Tesla, Netflix, ASML holdings, etc.), which one are you most bullish/bearish on? Feel free to pick one company and use only ONE SENTENCE to comment on its Q3 earnings! ----------- Every insightful post over 30 words will earn 5 Tiger coins! 🎁 What's more, we'll randomly select 5 lucky participants to send exclusive Tiger gifts!🏅

avatarDan brave heart
2023-11-22
Look out for company with low price to book ratio and with positive free operating cash flow
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avatarJacksNiffler
2023-11-21

Why Xiaomi Plunge at the excellent Earnings?

$XIAOMI-W(01810)$ Q3 financial report released yesterday was the best in recent years, but why did the stock price plummet despite the good report?The highlight of Q3 was the improvement in profit margin. Although Lei Jun had previously set a target of 5% net profit margin for smartphones, he did not mention that the overall profit margin would be so low. Therefore, the increase in revenue from services, such as game advertising, could achieve good results. Of course, the more important aspect is that Xiaomi now focuses on both the low-end and high-end smartphone markets. By maintaining profit in the low-end segment and creating service revenue through ecosystem maintenance, Xiaomi competes with top competitors in the high-end smartphone market.
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Why Xiaomi Plunge at the excellent Earnings?
avatarMaverickWealthBuilder
2023-11-20

Still Lots of Excess Money? US Residents Helps Consumption!

Recently, "soft indicators" such as consumer confidence in the United States have weakened, but "hard indicators" such as actual consumer spending have remained strong. For example, the University of Michigan's Consumer Confidence Index has declined for four consecutive months since August, and the Conference Board's consumer confidence data has also declined recently, with the overall level lower than before the pandemic. However, on the other hand, consumer data reflecting actual economic activity has performed well, with strong Q3 US PCE and better-than-expected retail sales in September and October.United States Michigan Current Economic ConditionsUnited States Core PCE Price Index Annual ChangeThis divergence is particularly prominent in durable goods, which are sensitive to prices an
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Still Lots of Excess Money? US Residents Helps Consumption!
avatarSuccess88
2023-11-19
$NVIDIA Corp(NVDA)$ Bullish on Nvida Q4 result. AI technology boost their earning and lower spec chips supply to China also win more business.   One words AI Era. @TigerEvents @TigerStars @MillionaireTiger 
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avatarKIMMAX
2023-11-19
NYSE: BABA - Earnings looking juicy, looks like a nice dividend is looming 
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avatarNMKOH
2023-11-19
The financial report give an insight on how well the company is manage and whether the business is growing. 
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avataramangile
2023-11-18
It still earning session guy..
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avatarMaverickWealthBuilder
2023-11-17

Why is such a consistency in the retail supermarkets?

$Wal-Mart(WMT)$ fell sharply after releasing its Q3 earnings report on Thursday, despite beating expectations. Executives warned that consumer spending trends will slow during the upcoming key holiday shopping season, which is a very negative signal to investors. In addition, $Macy's(M)$ saw a significant increase in its stock price after its earnings report on the same day, not only beating Q3 expectations but also improving operating efficiency, mainly due to permanent price cuts within the brand and improved freight expenses. Macy's provided favorable Q4 guidance and emphasized continued inventory management. Interestingly, $Target(TGT)$ also released its earnings
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Why is such a consistency in the retail supermarkets?
avatarJinHan
2023-11-17
Resilient Economy - market is still standing strong despite the high interest rate environment. Recession will not happen given how companies are beating estimates. @Tiger_SG @TigerClub @TigerWire @Daily_Discussion @CaptainTiger @Trend_Radar @MillionaireTiger $SPDR S&P 500 ETF Trust(SPY)$ 
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avatarJacksNiffler
2023-11-16

Cisco's plunge hint the ebbed tide in Tech Demand?

Even Netanyahu (Isreali PM) cannot bring Cisco more business?? What a non-sense and ridiculous war! $Cisco(CSCO)$ announced its FY24Q1 results, with the stock price plummeting 12%. Although the quarterly performance was still good, it lowered its full-year guidance for the 24th fiscal year. In the quarter (FY24Q1), CSCO achieved revenue of $14.67 billion, with market expectations of $14.63 billion, of which service revenue was $3.53 billion and product revenue was $11.14 billion. The adjusted gross margin was 67.1%, and EPS was $1.11, higher than the market expectation of $1.03. The remaining performance obligations were $34.8 billion. FY24Q2 guidance: revenue is expected to be between $12.6 billion and $12.8 billion, far below the market expectat
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Cisco's plunge hint the ebbed tide in Tech Demand?
avatarJacksNiffler
2023-11-15

Sea's valuation (Updated)

Previously, when valuing $Sea Ltd(SE)$ I based on the Q1 and Q2 earnings as well as the market's overall expectations for 2023 and 2024. However, things are always subject to change. Even Forrest Li Xiaodong may not have anticipated such significant market changes in just a few quarters, causing the Southeast Asian e-commerce throne to become unstable. Although it's not a complete disaster, intense competition can make the company's overall profit margin very unstable. Of course, it's not impossible that Sea's executives intentionally created a profit illusion in Q1 and Q2, sacrificing the performance of the following quarters and adopting an unsustainable approach of living off reserves. My previous bear case did not consider significant volatility
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Sea's valuation (Updated)
avatarJacksNiffler
2023-11-14

Tyson won't be good until Beef is a good seller

Tyson Foods (TSN) reported a mixed Q4 (ending in October) financial report, with slight pullback in trading on the day. Revenue decreased 2.8% YoY to $13.35 billion, below market expectations of $13 billion, mainly due to a 0.6% decline in sales volume and a 1.4% lower pricing compared to a year ago. Similar to the previous quarter, sales volume increased in the chicken and processed food departments (as they are cheaper), while sales volume continued to decline in the beef and pork departments (as they are more expensive). The pricing for the beef department was 10% higher than the same period last year, but pricing for all other departments was lower. This indicator matches current food inflation and the consumption situation of excess savings by US residents. Excess savings of low-incom
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Tyson won't be good until Beef is a good seller
avatarSuccess88
2023-11-13
$Taiwan Semiconductor Manufacturing(TSM)$ AI chips still the future. With current stock inventory deplete. TSMC will have going to boodt the sale on next Quarter. Is a good buy now 
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avatarJacksNiffler
2023-11-10

Unity Still Not Bottom?

$Unity Software Inc.(U)$ experienced a more than 12% drop in after-hours trading, after its Q3 earnings.The company reported revenue of $544.2 million, which was lower than the expected $549.8 million, and a loss of 32 cents per share, compared to a loss of $1.49 per share in the same period last year. The company also declined to provide guidance. Last month, the CEO John retired, and James was appointed as interim CEO. However, since he has just taken over, he may not have had time to specify the details to recover the loss of existing customers caused by the previous management's "price increase" operation. Although the new fee policy has made some adjustments in details, developers still complain, which has put pressure on Create's short-term gro
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Unity Still Not Bottom?
avatarAndiho
2023-11-10
Hi tiger. Tiger more, 
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avatarMaverickWealthBuilder
2023-11-08

Uber is still the reflection of US Economy

$Uber(UBER)$ released its Q3 earnings yesterday, with a significant market fluctuation from a 3% drop in pre-market trading to a 3% increase at the close. Since Q2, the market has favored Uber, with little to no significant pullback, and there was also some pre-report growth, reflecting the market's attitude towards the US economy. Q3 NotablesGross bookings and operating profit margins exceeded expectations, indicating strong demand and profit release. However, the monetization rate of the food delivery business continues to decline, dragging down revenue and slightly lower than expected gross profit. Monthly active users were 142 million, lower than the estimated 144 million, and the growth in new users is slowing down. The number of Uber drivers
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Uber is still the reflection of US Economy
avatarJacksNiffler
2023-11-08

When Growth Meet Headwind? Let's see UPST's plunge!

What happens when growth stocks encounter a weak macroeconomic cycle? First of all, there will definitely be sharp rises and falls. $Upstart Holdings, Inc.(UPST)$ plummeted 23% after-hours on Tuesday as its Q3 revenue, earnings, and Q4 revenue guidance all fell short of expectations. Even though UPST is associated with the concept of an "AI-driven platform," it has not been able to escape the suppression of the "high-interest rate environment." The stock has dropped from its peak of $72 this year to $22 after-hours. In terms of performanceQ3 revenue was $134.6 million, lower than the consensus of $139.7 million, and lower than Q2's $135.8 million and the previous year's $157.2 million. EPS was -$0.05, lower than the consensus expectation of -$0.02
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When Growth Meet Headwind? Let's see UPST's plunge!
avatarSP.C
2023-11-07
Jet immediately eie beggatisk
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avatarSamGarner
2023-11-07
more informed trading and investment decisions.
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avatarJacksNiffler
2023-11-03

Another Circle forPayment？

$Block(SQ)$ surged 19% after its Q3 earnings exceeded expectations and Q4 guidance was raised above expectations, while also announcing a $1 billion stock buyback. Q3 revenue was $5.62 billion, exceeding the market's expected $5.43 billion and up from $4.52 billion in the same period last year. Transaction-based revenue was $1.66 billion, up 9% year over year, lower than the previous quarter's 11% YoY growth due to a higher base. 1. Improved profitability. Adjusted EBITDA was $477 million, higher than the previous quarter's $384.4 million and last year's $327 million. 2. Guidance raised. Adjusted EBITDA for 2024 is expected to be $2.4 billion, exceeding the market's expected $1.94 billion; adjusted revenue is expected to be $875 million. 3. Increase
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Another Circle forPayment？