Hey guys! I have something cool to tell you - I'm getting famous! 😍 getQuin just shared my post about the Starbucks results. This is so exciting! 🤣
Your Burner 🔥
Snapchat -/ advertising shares now buyable?
Good day to you, stockbrokers,
on Thursday evening, Snapchat (WKN: A2DLMS) opened its books and lost 27% of its share price in after-hours trading. This now raises the question of whether, on the one hand, Snapchat is now buyable, or, on the other hand, whether shares in the advertising market are now buyable.
For what reasons did Snapchat stock fall? [Facts and Earnings]
First, let's look at the analysts' expected earnings and the actual ones.
Forecast: EPS [-$0.24] Revenue [1.12B]
Actual: EPS [$0.08] Revenue [1.13B]
EBITDA: 73 million -> 3x higher than expected.
Purely from these two key figures, one wonders for what reasons the Snapchat share has fallen and how the earnings were?
On the one hand, we have an 11% year-over-year decline in revenue per user in Q3 2022.
In addition, however, to see a higher revenue due to the growth of "Average Daily Active User", which is +19% globally. (Growth due to the Asian market +34%).
This also shows a change in the operating margin, which was -17% in Q3 2021 and -39% in Q3 2022.
Let's then come to the main points of the share price losses, which became clear in the quarterly figures!
What does a shareholder not like at all? 🥁🥁🥁
When companies are not transparent!
Snapchat has not published a real outlook, which is the main driver of the crash, as bad things were thus priced in.
In the fourth quarter, Snapchat might not generate any revenue growth according to the outlook, which is highly problematic as a growth company.
In the same course, there is such a restructuring of the company by also laying off 20% of the staff, which additionally represent times with less growth.
In addition, Snapchat has announced a share buyback program in the amount of $500 million, which is highly rare as a growth stock, and is considered questionable by the market.
Thus, we have a growth company, with no growth, which is not trying to restore their previous growth. Since 2017, Snapchat has had double-digit growth and now, the first year with single-digit and then still quarterly forecasts with 0% growth, as well as an increase in net debt to 350 million euros (400% increase)!
Snapchat has had the beginning of the third quarter numbers in the advertising market and from these numbers it is again apparent that it is small and mid cap companies that are cutting their advertising budgets first and this is having a direct impact on the advertising industry => "We are seeing our advertising partners across many industries cut their marketing budgets, especially given the headwinds of the operating environment, inflationary cost pressures and the rising cost of capital." (Investor Letter)
Peer Group - Companies and Their Performance (Thursday - After Hours)📉
Pinterest -7 %
The Trade Desk -5 %
Meta -4 %
Alphabet -2 %
Twitter -1 %
...
Reasons why Snapchat has shown little growth lately:
Reasons for the growth can be read in part from the points above, but briefly summarized again here.
💨Apple privacy update 2021: Leads to less advertising revenue (Meta, Alphabet.. Are also feeling this change very strongly as 99% of revenue is generated from advertising revenue).
💨 Economic slowdown -> recession? Stagflation? -> China change the date of GDP (recession?)
💨 Interest rates and high inflation are a challenge for unprofitable companies
💨 Strong competition (Meta/Tiktok)
Finally, I have a question for you:
Are you buying current companies in the advertising market or are you waiting as there are exciting earnings coming next week in the advertising market, for example from Meta and Alphabet.
Sources:
https://www.cnbc.com/2022/10/20/snap-earnings-q3-2022.html
#stocks
#etf
#dividends
#crypto
#newsroom
#communityfeedback
#earnings
#longshort
#learn
#alternative
#aktien
#dividende
#earnings
Quarterly figures from 19.10.2022...
Briefly summarized ⤵️
Everything that comes tonight or after hours, is then possibly only in the morning. I'm sure I don't have all of them here, but only the larger ones. Tell me gladly times which you still so missing?
$ABT
Abbott Laboratories:
Surpassed analyst estimates of $0.95 in the third quarter with earnings per share of $1.15. Revenue of $10.4 billion exceeded expectations of $9.63 billion.
$PG
The Procter & Gamble Co:
First-quarter earnings per share of $1.57 beat analyst estimates of $1.56. Sales of $20.6 billion beat expectations of $20.37 billion. In its outlook for 2023, the company continues to see organic sales growth of 3% to 5%. Earnings per share are now expected at the lower end of guidance due to currency impacts.
$NESN
Nestlé:
Posts Q1-3 sales of CHF 69.13 billion (analyst forecast: CHF 69.05 billion), organic growth of 8.5% (analyst forecast: +8.3%) and RIG of +1.0% (forecast: +1.1%). In the outlook for 2022, Nestlé confirms its margin outlook and expects sales growth of 8% (previously: 7-8%).
$SRT
Sartorius:
Reports Q3 sales revenue of €1.05 billion (previous year: €898 million, analyst forecast: €1.06 billion), order intake of €952.4 million (previous year: €1.1 billion, forecast: €1.08 billion), Ebitda (adjusted) of €354 million (previous year: €311 million, forecast: €357 million) and net profit (adjusted) of €167.3 million (previous year: €148 million). In its outlook for fiscal 2022, the company expects revenue growth in the lower half of the 15% to 19% range; the adjusted Ebitda margin target is confirmed at 34%.
$ASML
ASML:
Posts Q3 revenue of €5.78 billion (previous quarter: €5.4 billion, analyst forecast: €5.3 billion), gross margin of 51.8% (previous year: 49.1%, analyst forecast: 49.4%) and net income of €1.7 billion (previous quarter: 1.4 billion, forecast: €1.37 billion). In its Q4 outlook, the company expects sales of €6.1 to €6.6 billion (forecast: €6.04 billion), gross margin of around 49% (analyst forecast: 49.95%) and fiscal year sales of €21.1 billion.
This will be followed this evening by:
#tesla
#ibm
#deutschebörse
#alcoa
#satorius
#quartalszahlen
#prognose
#aktientipps
#aktien
#community
#communityfeedback
#aktienmarkt
#earnings
#lernen
Quarterly figures from 18.10.2022...
Here you can find the first figures today ⤵️
a few are still coming tonight, but these I will post only tomorrow. Some of the interesting ones are already through. Rough overview:
$JNJ
Johnson & Johnson:
Surpassed analyst estimates of $2.52 in the third quarter with earnings per share of $2.55. Revenue of $23.79 billion exceeded expectations of $23.46 billion.
$LMT
Lockheed Martin:
Surpassed analyst estimates of $6.66 in the third quarter with earnings per share of $6.87. Revenue of $16.6 billion below expectations of $16.66 billion.
$GS
The Goldman Sachs Group:
Surpassed analyst estimates of $7.80 in the third quarter with earnings per share of $8.25. Revenue of $11.98 billion exceeded expectations of $11.37 billion.
$ROG
Roche
posts Q3 Group sales of CHF 14.74 billion (analyst forecast: CHF 15.12 billion), Diagnostics sales of CHF 3.9 billion (analyst forecast: CHF 3.771 billion), Pharmaceuticals sales of CHF 10.84 billion (forecast: CHF 11.34 billion). Outlook confirmed.
Are you invested in any of these companies? What else do you expect tonight from $FTK Flatex or $NFLX Netflix?
#netflix
#quartalszahlen
#newsroom
#aktiennews
#aktien
#aktienmarkt
#aktientipps
#streaming
#community
#communityfeedback
#prognose
#lernen
#earnings
#roche
#goldmansachs
#johnsonandjohnson
#lockheedmartin
Oct 19, 2022 Economy ...
But today it bangs with the quarterly figures + FED ⤵️
Except for China, everything looks very good again today pre-market. Bitcoin Zickt something rum, but keeps within limits. Yesterday came after-hours still the figures from Netflix, which have hit the market. They are not absolutely outstanding, but the market assumed worse. Revenue is rising, despite falling subscriptions. Are people switching to more expensive subscriptions or is it the advertising revenue? In any case, a lot is happening and the market is happy about it. But today, there is much more than just exciting figures. The FED also has something to report again...
08:00
10:50
11:00
11:45
13:00
14:30
16:30
19:00
20:00
Without time
Quarterly figures / Company dates USA / Asia
12:55 Procter & Gamble quarterly figures
13:00 Travelers Cos Quarterly figures
13:30 Abbott Laboratories quarterly figures
22:07 Tesla | IBM quarterly figures
22:10 Alcoa quarterly figures
Quarterly figures / Company dates Europe
07:00 Sartorius | ASML Quarterly Figures
07:00 Just Eat Takeaway Trading Update 3Q
07:15 Nestle Sales 9 Months
10:00 Flatexdegiro detailed result 3Q
19:00 Deutsche Börse quarterly figures
#quartalszahlen
#fed
#wirtschaftswachstum
#prognose
#aktien
#aktiennews
#news
#mitverstandzumkapital
#boerse
#tipps
#newsroom
#communityfeedback
#community
#learn
#earnings
#stocks
#lernen
#investieren
Earnings - Season Highlight is coming up next week, now Bullish or Bearish be?
Hello stock market players,
in the current week comes the high point of the third quarter, there are earnings from numerous tech giants such as Microsoft, Meta, Alphabet, Apple, Intel, Amazon & Shopify.😍
From this, we can see that these companies in the global market have an extremely high weighting and influence many companies influence. For example, the companies listed above have a weighting of ~15% in the MSCI World and are thus relevant to the relevant for the global market.
These companies will lead a clear direction in the current week, and many indices and small companies will be influence and thus also the stock market week.
After this brief input, I come to today's question, how do you think the next stock market week will look and which earnings are you most excited about?
You are welcome to use one of these emojis:
📈 Predominantly rising prices in the current week
🦍 Side movement
📉 Predominantly falling prices in the current week
Here are the numbers from Netflix.⤵️
Roughly looked over it looks quite good and the market seems to celebrate it.
Netflix:
Surpassed analyst estimates of $2.18 in the third quarter with earnings per share of $3.10. Revenue of $7.93 billion exceeded expectations of $7.85 billion.
I'm going to take a look at the outlook right now. That's critical, and I wonder how the new subscription is being touted here. Are they expecting strong growth here?
#netflix
#quartalszahlen
#newsroom
#aktiennews
#aktien
#aktienmarkt
#aktientipps
#streaming
#community
#communityfeedback
#prognose
#lernen
#earnings
"The end of streaming together" or "The ban on family sharing" or "The demise of Netflix"
Such statements were frequent when Netflix announced that account sharing would be banned.
Now the measure is through and Netflix is looking at the numbers.
8.76 million new subscribers
(Netflix had expected 6 million).
At the end of the quarter, there were now a total of 247.15 million paying customers.
Revenue increased by just under 8% to US$8.54 billion and profit was US$1.68 billion.
Sprouts Farmers Market
Value from the second row!
Sprouts Farmers (SFM) Q2 Earnings and Revenues Surpass Estimates:
https://www.zacks.com/stock/news/1963351/sprouts-farmers-sfm-q2-earnings-and-revenues-surpass-estimates?cid=CS-ZC-FT-tale_of_the_tape|yseop_template_4-1963351
"Over the last four quarters, the company has surpassed consensus EPS estimates four times."
A very interesting stock, somewhat surprisingly steep today.
"Sprouts Farmers Market Inc. is an American company that operates the eponymous grocery store. All Sprouts Farmers Market provides customers with healthy, fresh and natural foods at affordable prices. The products range from fruits and vegetables, packaged foods, vitamins and minerals, baked goods and dairy products to deli, meat and seafood, and frozen foods. In addition, drugstore items such as personal care products and household goods are also available. The company currently operates more than 340 stores in 23 states. " [Source: Traderfox]
I am invested myself! No investment advice!
Today there were quarterly figures at $BOSS
in summary: since the forecast increase took place only recently, there were no huge surprises in earnings, despite the current situation boss still manages to achieve its targets, the share rose today (until 12.00) by 4.2%, so everything as already expected yesterday slightly bullish numbers (compared to market expectations), the forecast increase has already anticipated most of the positive surprise
and if I listened correctly was announced a koop with replay (but I'm not sure)