Keeping It Simple

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Earnings updated 8-2-23


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Shopify (SHOP) reported earnings of $0.14 per share on revenue of $1.69 billion for the second quarter ended June 2023. The consensus earnings estimate was $0.04 per share on revenue of $1.62 billion. The Earnings Whisper number was $0.07 per share. The company beat expectations by 100.00% while revenue grew 30.80% on a year-over-year basis.The company said it expects third quarter revenue of approximately $1.68 billion. The current consensus revenue estimate is $1.60 billion for the quarter ending September 30, 2023.

PayPal (PYPL) reported earnings of $1.16 per share on revenue of $7.29 billion for the second quarter ended June 2023. The consensus earnings estimate was $1.16 per share on revenue of $7.27 billion. The Earnings Whisper number was $1.19 per share. The company missed expectations by 2.52% while revenue grew 7.07% on a year-over-year basis.The company said it expects third-quarter non-GAAP earnings of $1.22 to $1.24 per share on revenue of approximately $7.40 billion. The current consensus earnings estimate is $1.22 per share on revenue of $7.32 billion for the quarter ending September 30, 2023. The company also said it continues to expect 2023 non-GAAP earnings of approximately $4.95 per share. The current consensus earnings estimate is $4.95 per share for the year ending December 31, 2023

BP Reports Q2 (Jun) earnings of $0.89 per share vs $1.15 FactSet consensus; revs of $48.54 bln vs $52.83 bln consensus.Underlying RC profit $2.6 blnOperating cash flow $6.3 bln10% increase in resilient dividend to 7.270 cents per ordinary share; further $1.5 bln share buyback announcedOutlook3Q23 guidance Looking ahead, bp expects third-quarter 2023 reported upstream production to be broadly flat compared to second quarter 2023.

Transocean (RIG) reported a loss of $0.15 per share on revenue of $729.00 million for the second quarter ended June 2023. compared with a loss of $0.10 a year ago. Revenue grew 5.35% on a year-over-year basis.

AT&T (T) reported earnings of $0.63 per share on revenue of $29.92 billion for the second quarter ended June 2023. The consensus earnings estimate was $0.60 per share on revenue of $30.00 billion. The Earnings Whisper number was $0.62 per share. The company beat expectations by 1.61% while revenue grew 0.92% on a year-over-year basis.

Keurig Dr Pepper (KDP) reported earnings of $0.42 per share on revenue of $3.79 billion for the second quarter ended June 2023. The consensus earnings estimate was $0.40 per share on revenue of $3.69 billion. The Earnings Whisper number was $0.41 per share. The company beat expectations by 2.44% while revenue grew 6.61% on a year-over-year basis.The company said it continues to expect 2023 earnings of $1.78 to $1.80 per share but now expects revenue of $14.76 billion to $14.90 billion. The company's previous guidance was revenue of approximately $14.76 billion and the current consensus earnings estimate is $1.78 per share on revenue of $14.77 billion for the year ending December 31, 2023.

Roku (ROKU) reported a loss of $0.76 per share on revenue of $847.19 million for the second quarter ended June 2023. The consensus estimate was a loss of $1.28 per share on revenue of $772.57 million. The Earnings Whisper number was a loss of $1.19 per share. The company beat expectations by 36.13% while revenue grew 10.83% on a year-over-year basis.The company said in its shareholders letter it expects third quarter revenue of approximately $815.0 million. The current consensus revenue estimate is $809.25 million for the quarter ending September 30, 2023.

Alaska Air Group (ALK) reported earnings of $3.00 per share on revenue of $2.84 billion for the second quarter ended June 2023. The consensus earnings estimate was $2.70 per share on revenue of $2.76 billion. The Earnings Whisper number was $2.77 per share. The company beat expectations by 8.30% while revenue grew 6.77% on a year-over-year basis.The company said it continues to expect 2023 earnings of $5.50 to $7.50 per share. The current consensus earnings estimate is $6.56 per share for the year ending December 31, 2023.

Hawaiian Holdings (HA) reported a loss of $0.47 per share on revenue of $706.93 million for the second quarter ended June 2023. The consensus estimate was a loss of $0.55 per share on revenue of $698.09 million. The company beat consensus estimates by 14.55% while revenue grew 2.18% on a year-over-year basis.

Alphabet (GOOGL) reported earnings of $1.44 per share on revenue of $74.60 billion for the second quarter ended June 2023. The consensus earnings estimate was $1.32 per share on revenue of $72.77 billion. The Earnings Whisper number was $1.38 per share. The company beat expectations by 4.35% while revenue grew 7.06% on a year-over-year basis.

American Airlines Group (AAL) reported earnings of $1.92 per share on revenue of $14.06 billion for the second quarter ended June 2023. The consensus earnings estimate was $1.58 per share on revenue of $13.71 billion. The Earnings Whisper number was $1.84 per share. The company beat expectations by 4.35% while revenue grew 4.72% on a year-over-year basis.The company said it expects third-quarter earnings of $0.85 to $0.95 per share and now expects 2023 earnings of $3.00 to $3.75 per share. The company's previous guidance was 2023 earnings of $2.50 to $3.50 per share. The current consensus estimate is earnings of $0.84 per share for the quarter ending September 30, 2023, and earnings of $3.03 per share for the year ending December 31, 2023.

Delta Air Lines (DAL) reported 2nd Quarter June 2023 earnings of $2.68 per share on revenue of $15.6 billion. The consensus earnings estimate was $2.42 per share on revenue of $14.4 billion. The Earnings Whisper number was $2.46 per share. Revenue grew 12.7% on a year-over-year basis.The company said it expects third-quarter earnings of $2.20 to $2.50 per share on revenue of $14.29 billion to $14.67 billion and now expects 2023 earnings of $6.00 to $7.00 per share on revenue of $53.35billion to $54.72 billion. The company's previous guidance was 2023 earnings of $5.00 to $6.00 per share on revenue of $52.44 billion to $54.72 billion. The current consensus estimate is earnings of $2.11 per share on revenue of $14.38 billion for the quarter ending September 30, 2023, and earnings of $6.21 per share on revenue of $54.02 billion for the year ending December 31, 2023.

United Airlines (UAL) reported earnings of $5.03 per share on revenue of $14.18 billion for the second quarter ended June 2023. The consensus earnings estimate was $3.99 per share on revenue of $13.93 billion. The Earnings Whisper number was $4.26 per share. The company beat expectations by 18.08% while revenue grew 17.06% on a year-over-year basis.The company said it expects 2023 earnings of $11.00 to $12.00 per share. The company's previous guidance was earnings of $10.00 to $10.12 per share, and the current consensus earnings estimate is $9.79 per share for the year ending December 31, 2023.

Netflix (NFLX) reported earnings of $3.29 per share on revenue of $8.19 billion for the second quarter ended June 2023. The consensus earnings estimate was $2.83 per share on revenue of $8.27 billion. The Earnings Whisper number was $2.89 per share. The company beat expectations by 13.84% while revenue grew 2.72% on a year-over-year basis.
The company said it expects third quarter earnings of approximately $3.52 per share on revenue of approximately $8.52 billion. The current consensus earnings estimate is $3.14 per share on revenue of $8.65 billion for the quarter ending September 30, 2023.

Tesla (TSLA) reported earnings of $0.91 per share on revenue of $24.93 billion for the second quarter ended June 2023. The consensus earnings estimate was $0.82 per share on revenue of $24.53 billion. The Earnings Whisper number was $0.89 per share. The company beat expectations by 2.25% while revenue grew 47.20% on a year-over-year basis.