Postes
9Here are the stocks being added to the index:
DoorDash $DASH (-5,77 %)
TKO Group $TKO
Williams Sonoma $WSM (+2,91 %)
Expand Energy $CHK (-7,84 %)
Here are the stocks being removed from the index:
Borgwarner $BWA (-4,25 %)
Teleflex $TFX (-3,6 %)
Celeanese $CE (-12,95 %)
The industry is finally at an acceleration point.
In February 2023 U.S. introduced the "Increasing Competitiveness for American Drones Act" which streamlined the approval of licenses for operating drones over American territory.
The advances in Ai have helped develop "detect and avoid" software for autonomous drones.
And at the same time the development of GPUs have allowed these software to be installed on small and light autonomous drones.
It has been 12 years since Jeff Bezos unveiled Amazon's plans to develop "Prime Air" a 30 minutes air drone delivery service. This happened during an episode of the tv show "60 minutes" in November 2013. youtu.be/Fbq6gQVLhWE
Yesterday night I was reading an article about Serve Robotics finance.yahoo.com/nvidia-uber-backing-700-million and I go inspired to make some research into the delivery drone industry. The article talk about $NVDA (-7,25 %) and $UBER (-6,53 %) investment into $SERV . If you don't want to read the full article, actually @BamBamInvest just made a short summary post of it ( https://getqu.in/RoQSMH/ ).
I investigated on "last mile" delivery also known as "backyard / front yard delivery" . So I will not talk about robotaxi, autonomous truck, ships, airplanes nor I will talk about "micro" delivery drones such as those robots that are already heavily used in hotels in China. All of these surely overlap and compete with each other in the delivery service, but talking about these would defeat the purpose of this post.
So here is my summary of notable drone delivery companies and the current state of the industry.
For starters, there are just two types of delivery drones that are being currently "heavily" deployed for last mile deliveries: with "wings" (UAV) and on wheels.
Delivery on wheels are more complicated and don't see much competition. In U.S. the main player is Serve Robotics ($SERV ). In China is Meituan ( $3690 (-8,09 %) ).
Until the beginning of 2024, Amazon ( $AMZN (-3,47 %) ) drone delivery service has completely underdelivered 😅 while other players have taken the lead. One of these is Wing, a subsidiary of Google parent company Alphabet ( $GOOG (-2,49 %) , $GOOGL (-2,74 %) ) wing.com . Wing altogether with DroneUp, flytrex (partner of Causey Aviation Unmanned) and Zipline has completed thousands of commercial air deliveries for Walmart ( $WMT (-3,92 %) ).
Wing has the broadest customer base. It operates for Walmart, Doordash ( $DASH (-5,77 %) ) Coles groceries ($COL (-0,43 %) ), Walgreens ($CVS (-4,46 %) ) and different restaurants. It operates mainly in Australia and US.
Zipline is a private company known for making hundreds of thousands of medical air deliveries in Rwanda. flyzipline.com
It's very active in U.S. , a close competitor to Wing.
In December 2022 a partnership with Jumia ( $JMIA (-11,6 %) ) was announced to ease up deliveries in Africa, but since then no further development is known.
DroneUp is also private and basically it's a subsidiary of Walmart. droneupdelivery.com
In the U.S. , until 2023 only 5 drone operators had succeeded at getting air carrier certification from the FAA: Wings ($GOOGL (-2,74 %) ), UPS ($UPS (-1,35 %) ), Amazon ($AMZN (-3,47 %)), Zipline and Causey Aviation Unmanned.
UPS operates wit Matternet's droves. Matternet is a private company. They successfully operate and deliver in dense urban environment.
Causey Aviation Unmanned is a subsidiary of the private company Causey Aviation which is a private jet charter. Causey Aviation Unmanned operates through Flytrex as a provider of Walmart air delivery. Flytrex is also private. causeyaviationunmanned.com
Other notable air drone delivery companies are Ondas holdings ( $ONDS (+0,31 %) ) ondas.com . Ondas is known for its military applications in Israel, but it is actually active with Airobotics in the delivery industry airoboticsdrones.com .
The newest Prime Air drone, the MK30, has been unveiled in October 2023 and it's finally being massively deployed bringing Amazon back to the lead.
It’s unlike any other drone being used for package delivery. Faster, quieter, safer, bad weather resistant and very powerful.
At the end of 2024, these new drones replaced the old ones used to deliver in California and Texas. They will also be deployed in a new, third U.S. state and in soon-to-be-revealed destinations in Italy and the UK.
Outside of US, China is leading the way in urban drone deliveries and Meituan ( $3690 (-8,09 %) ) is the current market leader both with UAV and drones on wheels.
In Ireland, Manna Aero, has already completed over 100,000 drone deliveries across various locations in Ireland and is trending to hit more than 1,000 daily deliveries in dense urban markets such in Dublin. Manna Aero is a private company manna.aero .
Aftermarket after quarterly figures
+21% Carvana $CVNA (-9,7 %)
+11% Twilio $TWLO (-5,63 %)
+9% Sprouts Farmers Market $SFM (-4,6 %)
+7% Booking $BKNG (-2,79 %)
+7% Paycom Software
+5% Allstate
+4% Transocean
+3% Clorox $CLX (-1,58 %)
+2% KLA $KLAC (-6,34 %)
+1% Starbucks $SBUX (-6,28 %)
+1% Omega Healthcare
+0% Microsoft $MSFT (-2,36 %)
-1% Amgen
-1% DoorDash $DASH (-5,77 %)
-1% AFLAC
-1% Public Storage
-2% Equinix
-3% Meta $META (-4,44 %)
-4% MicroStrategy $MSTR (+4,34 %)
-4% Coinbase $COIN (-5,78 %)
-6% MetLife
-6% MGM Resorts
-6% Riot Platforms $RIOT (-1,82 %)
-7% eBay $EBAY (-4,5 %)
-7% Ventas
-9% Robinhood Markets $HOOD (-9,32 %)
-10% Roku
-11% Monolithic Power Systems
-13% Aurora Innovation
$DASH (-5,77 %) | DoorDash Q3'24 Earnings Highlights:
🔹 EPS: $0.38 (Est. $0.20) 🟢
🔹 Revenue: $2.71B (Est. $2.66B) 🟢; UP +25% YoY
🔹 Total Orders: 643M; UP +18% YoY
🔹 Net Income: $162M (First profitable quarter since going public)
Q4'24 Outlook:
🔹 Marketplace GOV: $20.6B - $21.0B
🔹 Adjusted EBITDA: $525M - $575M
FY'24 Guidance:
🔹 Stock-Based Compensation Expense: ~$1.13B
🔹 RSU Issuances: ~6.0M shares (net of expected forfeitures)
🔹 Depreciation & Amortization: ~$562M
Key Financial Metrics:
🔹 Marketplace GOV: $20.0B; UP +19% YoY
🔹 Net Revenue Margin: 13.5% (vs. 12.9% in Q3 2023)
🔹 Adjusted EBITDA: $533M; UP +55% YoY
🔹 Contribution Profit: $930M; UP +45% YoY
🔹 Free Cash Flow: $444M (vs. $324M in Q3 2023)
Business Highlights:
🔸 Consumer Engagement: Growth across all mature consumer cohorts
🔸 Same-Store Sales: Strong YoY growth for merchants
🔸 Market Share: Increased share among new restaurant delivery consumers
🔸 Delivery Quality: Improved delivery times and reduced delays
🔸 Expansion: Continued development of the DoorDash Commerce Platform
CEO Tony Xu's Commentary:
🔸 "We are proud of the work our team has done and the progress these financial results represent. Our focus is on meeting consumers' expectations and building services that delight them, so they continue to choose our Marketplaces and order more with us over time."
All these stocks hit new 52 WEEK HIGHS at some point today
Visa $V (-6,9 %)
Robinhood $HOOD (-9,32 %)
Delta Airlines $DAL (-3,13 %)
Trade Desk $TTD (-5,16 %)
DoorDash $DASH (-5,77 %)
United Airlines $UAL (-3,9 %)
Wells Fargo $WFC (-6,63 %)
Booking $BKNG (-2,79 %)
Abbvie $ABBV (-7,06 %)
Agnico Eagle $AEM (-7,85 %)
Alaska Airlines $ALK (-2,43 %)
Apollo $APO (-11,14 %)
Applovin $APP (-15,44 %)
Ares Capital $ARCC (-5,64 %)
Celestica $CLS
Coupang $CPNG (-6,01 %)
Corteva $CTVA (-8,77 %)
Carvana $CVNA (-9,7 %)
Duolingo $DUOL
Garmin $GRMN (-0,3 %)
Hilton $HLT
$ICE (-5,7 %)
Incyte $INCY (+0,8 %)
Leidos $LDOS (-3,78 %)
Live Nation $LYV (-3,06 %)
Madison Square Garden $MSGS (-8,59 %)
Nasdaq $NDAQ (-7,07 %)
Sprouts $SFM (-4,6 %)
Nuscale $SMR
Sharkninja $SN
Synchrony $SYF (-5,13 %)
Texas Roadhouse $TXRH (-3,04 %)
VF Corp $VFC (-0,19 %)
WellTower $WELL (-8,69 %)
Upcoming events for next week:
Monday:
Tuesday:
Wednesday:
Thursday:
Friday:
These are the current Upgrades🟩 for this Monday, the September 18, 2023.
Quarterly figures on 03.11.2022...
Feel free to leave a follow, because...⤵️
...at 5,000 followers there will be together with getquin, a small thank you for the community. But this post could already be created tomorrow. I look forward to it! On to today's quarterly numbers. In this post that I post every morning, I had announced what was happening today:
https://app.getquin.com/activity/ydggsOLkpb?lang=de&utm_source=sharing
$SBUX (-6,28 %)
Starbucks:
Beat analyst estimates of $0.73 in the fourth quarter with earnings per share of $0.81. Revenue of $8.4 billion beat expectations of $8.33 billion.
$PYPL (-4,25 %)
PayPal:
Beats analyst estimates of $0.96 in the third quarter with earnings per share of $1.08. Revenue of $6.85 billion beats expectations of $6.82 billion.
$DBX (-4,87 %)
Dropbox:
Beat analyst estimates of $0.38 in the third quarter with earnings per share of $0.43. Revenue of $591 million exceeded expectations of $586.15 million.
$DASH (-5,77 %)
DoorDash:
Missed analyst estimates of -$0.55 in the third quarter with earnings per share of -$0.77. Revenue of $1.7 billion exceeded expectations of $1.62 billion.
$GPRO (-6 %)
GoPro:
Beat analyst estimates of $0.17 in the third quarter with earnings per share of $0.19. Revenue of $305 million exceeded expectations of $298.85 million.
$MSI (-7,01 %)
Motorola Solutions:
Beats third-quarter analyst estimates of $2.88 with earnings per share of $3.00. Revenue of $2.37 billion beats expectations of $2.31 billion.
$HOT (-9,67 %)
Hochtief:
Reached sales of 7.18 billion euros in the third quarter, up from 5.32 billion a year earlier, and earned 115 million euros on the bottom line, up from 99.8 million a year earlier. Order intake on a comparable basis was 6.5 billion (prior year 7.5 billion).
$K (+0,19 %)
Kellogg Co:
Surpassed analysts' estimates of $0.97 in the third quarter with earnings per share of $1.01. Sales of $3.95 billion exceeded expectations of $3.77 billion.
$RCL (-4,34 %)
Royal Caribbean Cruises Ltd:
Beat analyst estimates of $0.19 in the third quarter with earnings per share of $0.26. Revenue of $3 billion exceeded expectations of $2.99 billion.
$UAA (-1,85 %)
Under Armour Inc:
Second-quarter earnings per share of $0.20 beat analyst estimates of $0.10. Revenue of $1.57 billion exceeded expectations of $1.42 billion.
$W (+5,78 %)
Wayfair Inc:
Missed analyst estimates of -$2.05 in the third quarter with earnings per share of -$2.11. Revenue of $2.8 billion below expectations of $2.82 billion.
$PTON (-4,7 %)
Peloton Interactive Inc:
Missed analyst estimates of -$0.64 with first-quarter earnings per share of -$1.20. Revenue of $616.5 million below expectations of $637.07 million.
$DDOG (-6,38 %)
Datadog Inc:
Third-quarter earnings per share of $0.23 beat analyst estimates of $0.16. Revenue of $437 million exceeded expectations of $415.07 million.
$MRNA (-1,33 %)
Moderna Inc:
Missed analyst estimates of $4.81 in the third quarter with earnings per share of $2.53. Revenue of $3.36 billion below expectations of $4.63 billion.
$CROX (+5,37 %)
Crocs Inc:
Missed analyst estimates of $2.62 in the third quarter with earnings per share of $2.50. Revenue of $985.1 million exceeded expectations of $942.52 million.
$IRM (-6,35 %)
Iron Mountain Inc:
Third-quarter earnings per share of $0.48 beat analyst estimates of $0.44. Sales of $1.29 billion below expectations of $1.31 billion.
$SBS (-3,5 %)
STRATEC:
Posts Q1-3 sales of €207.7 million (preliminary: €207.7 million), adjusted EBIT margin of 18.3% (preliminary: 18.3%), and net income (adjusted) of €29.5 million (PY: €40.6 million). Outlook confirmed.
$BOSS (-2,48 %)
HUGO BOSS:
Achieves Q3 sales of €933 million (PY: €755, analyst forecast: €903.4 million), EBIT of €92 million (PY: €85 million, forecast: €88.1 million) and net income of €58 million (PY: €53 million, forecast: €56.6 million). In the outlook for 2022, the company now expects sales of €3.5 to €3.6 billion (previous: €3.3 to €3.5 billion) and EBIT of €310 to €330 million (previous: €285 to €310 million).
$SGL (-4,9 %)
SGL CARBON:
Achieves Q1-3 sales of €853.9 million (previous year: €743.5 million), Ebitda (adjusted) of €136.1 million (previous year: €108.5 million) and net income after minorities of €70.6 million (previous year: €42.6 million). Forecast confirmed.
$PFV (-1,23 %)
Pfeiffer Vacuum:
Achieves Q1-3 order intake of €866.5 million (preliminary: €866.5 million), sales of €668.7 million (preliminary: €668.7 million), EBIT of €94 million (preliminary: €94 million) and net income of €66.6 million (PY: €52.1 million). October 17 forecast for revenue and Ebit margin confirmed.
$HNR1 (-5,85 %)
Hannover Re:
Achieves 3. Gross premiums written of €8.91 billion (PY: €7.15 billion, analyst forecast: €8.02 billion), combined ratio of 99.6% (PY: 101.5%, forecast: 99.6%), investment result of €400.3 million (PY: €491.1 million), an Ebit of €408.9 million (PY: €324.5 million, forecast: €399 million) and a net profit of €221.9 million (PY: €185.4 million, forecast: €311 million). In the outlook for 2022, the company sees net income in the lower range of €1.4 billion to €1.5 billion, profit target for 2022 remains achievable.
$UN01
Uniper:
Achieves 1st to 3rd. Quarter net result of -€40 billion (PY: -€4.8 billion), net loss includes €10 billion realized costs for replacement volumes; economic net debt at €10.91 billion (PY: €0.324 billion), net loss includes €31 billion expected losses and provisions; adjusted net loss of -€3.22 billion (preliminary: -€3.2 billion, prior year: +€0.487 billion), adjusted EBIT of -€4.75 billion (preliminary: -€4.8 billion, prior year: +€0.614 billion). Concrete earnings forecast currently impossible for the time being.
$O2D (+0,91 %)
Telefonica Germany:
Achieves Q3 sales of €2.085 billion (PY: €1.967 billion, analyst forecast: €2.030 billion), service sales of €1.47 billion (PY: €1.42 billion), adjusted OIBDA of €642 million (PY: €613 million, forecast: €640.5 million). In the outlook for 2022, sales and OIBDA are now expected to be in the "lower mid-single-digit percentage range" compared to the previous year (previously: in the "low mid-single-digit percentage range").
$BMW (-5,51 %)
BMW:
Reports Q3 sales of €37.18 billion (PY: €27.47 billion, analysts' forecast: €35.53 billion), EBIT of €3.68 billion (PY: €2.88 billion, forecast: €3.5 billion), EBT of €4.1 billion (PY: €3.42 billion) and net income of €3.18 billion (PY: €2.58 billion). Outlook confirmed.
$ZAL (-7,88 %)
Zalando:
Achieves Q3 revenues of €2.34 billion (PY: €2.28 billion), Ebit (adjusted) of €13.5 million (PY: €9.8 million) and net result of -€35.4 million (PY: -€8.4 million); number of active customers grows by 8% and exceeds 50 million for the first time. Outlook confirmed.
$COP (-1,79 %)
CompuGroup:
Posts Q1-3 revenue of €802 million (preliminary: €802 million), Ebitda of €166 million (preliminary: €166 million) and net income of €59.8 million (PY: 56.6 million). Outlook confirmed.
$RAA (-6,26 %)
RATIONAL:
Achieves Q3 sales of €274.2 million (PY: €207 million, analyst forecast: €270 million), Ebit of €70.3 million (PY: €49.7 million, forecast: €64.4 million), Ebit margin of 25.6% (PY: 24.0%) and net income of €53.8 million (PY: €37.8 million). Forecast confirmed.
$KCO (-7,72 %)
Klöckner & Co:
Achieves 3rd quarter sales of €2.37 billion (PY: €2.0 billion), Ebitda (adjusted) of €16 million (PY: €277 million) and net result of -€22 million (PY: +€185 million). Outlook confirmed.
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