Meta, Tesla, Microsoft with quarterly figures + IBM impresses with sales outlook + Stock market day today offers many new figures from companies and the economy
Microsoft $MSFT (-1.57%)disappoints with cloud revenues
- Microsoft Corp. outperforms in the second quarter with earnings per share of USD 3.23.
- The analysts' estimates of USD 3.13. Revenue of USD 69.6 billion above expectations of USD 68.92 billion.
- Microsoft records a twelve percent increase in revenue to USD 69.6 billion in the second quarter of the 2024/25 financial year.
- Operating profit increases by 17 percent to almost USD 32 billion.
- Cloud growth falls short of expectations and the share comes under pressure after the close of trading.
Meta $META (-1.11%)exceeds expectations
- Meta Platforms Inc outperforms in the fourth quarter with earnings per share of USD 8.02.
- The analysts' estimates of USD 6.73. Sales of USD 48.39 billion exceed expectations of USD 47.03 billion.
- Meta Platforms expects first quarter revenue of $39.5-41.8 billion, missing estimates of $41.67 billion.
- Meta reports a 49 percent increase in net profit to 20.8 billion dollars despite billions in losses in the digital worlds segment.
- The daily user numbers of Meta apps exceeded analysts' expectations at 3.35 billion, while the revenue forecast for the current quarter is slightly below market expectations.
- Meta CEO Mark Zuckerberg explained on the quarterly results conference call that it is still too early to assess the impact of DeepSeek on infrastructure and capital expenditure.
- He also emphasized that a shift to inference computing does not necessarily mean a reduction in overall computing power.
- According to the Wall Street Journal, Meta is paying Donald Trump 25 million dollars to settle a lawsuit over the account blocking.
- Of this, 22 million dollars will flow into Trump's presidential library fund, while the rest will cover legal fees, among other things.
Tesla $TSLA (-4.32%)misses expectations
- Tesla Inc. misses the mark in the fourth quarter with earnings per share of USD 0.73.
- The analysts' estimates of USD 0.76. Sales of USD 25.71 billion below expectations of USD 27.23 billion.
- Tesla misses Wall Street's expectations with quarterly figures, as turnover is USD 25.7 billion and profit falls by 71 percent to USD 2.3 billion.
- Electric car deliveries fell in 2024, although a record 495,570 vehicles were delivered in the fourth quarter, which was still below analysts' estimates.
- Tesla CEO Elon Musk presented a far-reaching vision for the company in the Q4 2024 results conference call.
- His remarks focused on the progress made in autonomous driving and humanoid robots, which could massively increase the company's value in the long term
IBM $IBM (-0.47%)impresses with revenue outlook
- The computer group IBM is expecting higher growth this year than last.
- The company, which is listed on the Dow Jones Industrial Average, announced in Armonk on Wednesday evening that it expects revenue adjusted for currency effects to increase by at least five percent in 2025, thanks in part to rising demand for products for the use of artificial intelligence.
- Analysts surveyed by Bloomberg had expected an increase of just under five percent.
- Last year, sales adjusted for currency translation effects rose by three percent to 62.8 billion euros (60.3 billion euros).
- Operating profit adjusted for special charges climbed by nine percent to 11.2 billion dollars.
- Due to pension provisions running into the billions, the surplus fell by a fifth to six billion dollars.
- Last year's result was roughly in line with expectations.
- On the stock market, however, the share benefited from the sales outlook.
- The IBM share price climbed by double digits at times after trading hours, reaching a record high.
Thursday: Stock market dates, economic data, quarterly figures
Stock exchange holiday South Korea, China, Hong Kong, Singapore
- Quarterly figures / company dates USA / Asia
- 12:00 UPS quarterly figures
- 12:30 Caterpillar | Cigna quarterly figures
- 14:00 Mastercard annual results
- 22:00 Intel | Visa quarterly figures
- 22:30 Apple quarterly figures
- Untimed: Altria | Dow | Weyerhaeuser | Northrop Grumman | ResMed | Southwest Airlines | Comcast | Valero Energy | International Paper quarterly figures
- Quarterly figures / Company dates Europe
- 06:30 Nordea Bank | Banco Bilbao Annual Results
- 07:00 Deutsche Bank | DWS Group | Nokia | STMicroelectronics | ABB | Roche Holding AG, annual results
- 07:30 Symrise | Sanofi | SNP Schneider | KPN annual results
- 08:00 Shell | Hennes & Mauritz annual results | Glencore Production Report 2024
- 09:00 KSB Annual Results | Deutsche Bank | Symrise BI-PK
- 10:00 DWS Group Analyst Conference
- 11:00 Deutsche Bank Analyst Conference
- 13:00 Symrise Analyst Conference
- 14:00 Roche Analyst Conference
- 14:30 Assicurazioni Generali Investor Day
- Economic data
07:30 FR: GDP (1st release) 4Q PROGNOSIS: 0.0% yoy Q3: +0.4% yoy
08:00 DE: Import/export prices December and year 2024 Import prices FORECAST: +0.4% yoy/+2.0% yoy Previous: +0.9% yoy/+0.6% yoy
08:45 FR: Private consumption December FORECAST: +0.1% yoy/+0.2% yoy previously: +0.3% yoy/+0.3% yoy
09:00 ES: HICP and consumer prices (preliminary) January HICP FORECAST: +2.5% yoy previously: +2.8% yoy
10:00 DE: GDP (1st release) 4Q seasonally and calendar adjusted yoy FORECAST: -0.1% yoy Q3: +0.1% yoy Q3: calendar-adjusted yoy FORECAST: -0.1% yoy Q3: -0.3% yoy
10:00 IT: GDP (1st release) 4Q FORECAST: +0.1% yoy/+0.6% yoy Q3: 0.0% yoy/+0.4% yoy
11:00 EU: Labor market data December Eurozone Unemployment rate FORECAST: 6.3% previous: 6.3%
11:00 EU: GDP (1st release) 4Q Eurozone FORECAST: +0.1% yoy/+1.0% yoy Q3: +0.4% yoy/+0.9% yoy
11:00 EU: Economic Sentiment Index January Economic Sentiment Eurozone Forecast: 93.7 Previous: 93.7 Industrial Confidence Eurozone Forecast: -14.0 Previous: -14.1 Consumer Confidence Eurozone Forecast: -14.2 Previous: -14.2 Previous: -14.5
14:15 EU: ECB, outcome of the Governing Council meeting Deposit rate FORECAST: 2.75% PREVIEW: 3.00
14:30 US: GDP (1st release) 4Q annualized FORECAST: +2.5% yoy Q3: +3.1% yoy Q3 GDP Deflator FORECAST: +2.3% yoy Q3: +1.9% yoy Q3
14:30 US: Initial jobless claims (week) FORECAST: 228,000 Previous: 223,000
