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Earnings 10-21-24

SAP 10-21 A

RTX10-22 B
MMM 10-22 B

T 10-23 B
BA 10-23 B
ROP 10-23 B
LRCX 10-23 A
NEM 10-23 A
IBM 10-23 A
META 10-23 A
MAT 10- 23 A
TSLA 10-23 A
TER 10-23 A

KDP 10-24 B

BP 10-29 B
CROX 10-29 B
PYPL 10-29 B
CMG 10-29 A
AMD 10-29 A
GOOGL 10-29 A

ROKU 10-30 A
SBUX 10-30 A
TWLO 10-30 A
ETSY 10-30 A
MSFT 10-30 A

RBLX 10-31 B
MA 10-31 A
INTC 10-31 A
AAPL 10-31 A
AMZN 10-31 A

PLTR 11-4 A

IRM 11-6 A
QCOM 11-6 A

RIVN 11-7 A
RNG 11-7 A
UPST 11-7 A
SQ 11-7 A
TTD 11-7 A

HD 11-12 B

DIS 11-14 B

WMT 11-19 B

NVDA 11-20 A

TGT 11-20 B

DELL 11-26 A

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Taiwan Semiconductor Manufacturing Company Limited (TSM) reported earnings of $1.94 per share on revenue of $23.50 billion for the third quarter ended September 2024. The consensus earnings estimate was $1.74 per share on revenue of $22.72 billion. The Earnings Whisper number was $1.87 per share. The company beat expectations by 3.74% while revenue grew 36.03% on a year-over-year basis.
The company said it expects fourth quarter revenue of $26.10 billion to $26.90 billion. The current consensus revenue estimate is $24.21 billion for the quarter ending December 31, 2024.

Netflix (NFLX) reported earnings of $5.40 per share on revenue of $9.82 billion for the third quarter ended September 2024. The consensus earnings estimate was $5.09 per share on revenue of $9.76 billion. The Earnings Whisper number was $5.17 per share. The company beat expectations by 4.45% while revenue grew 15.02% on a year-over-year basis.
The company said it expects fourth-quarter earnings of approximately $4.23 per share on revenue of approximately $10.13 billion. The current consensus earnings estimate is $3.86 per share on revenue of $9.98 billion for the quarter ending December 31, 2024.

Nike (NKE) reported earnings of $0.70 per share on revenue of $11.59 billion for the fiscal first quarter ended August 2024. The consensus earnings estimate was $0.52 per share on revenue of $11.64 billion. The Earnings Whisper number was $0.56 per share. The company beat expectations by 25.00% while revenue fell 10.43% compared to the same quarter a year ago.The company said during its conference call it expects second-quarter revenue of $12.05 billion to $12.32 billion. The current consensus revenue estimate is $12.48 billion for the quarter ending November 30, 2024. The company also said it is withdrawing its previous guidance for fiscal 2025 revenue of approximately $48.28 billion. The current consensus estimate is revenue of $48.65 billion for the year ending May 31, 2025.

Micron Technology (MU) reported earnings of $1.17 per share on revenue of $7.75 billion for the fiscal fourth quarter ended August 2024. The consensus earnings estimate was $1.15 per share on revenue of $7.65 billion. The Earnings Whisper number was $1.21 per share. The company missed expectations by 3.31% while revenue grew 93.27% on a year-over-year basis.The company said it expects first quarter non-GAAP earnings of $1.66 to $1.82 per share on revenue of $8.50 billion to $8.90 billion. The current consensus earnings estimate is $1.67 per share on revenue of $8.33 billion for the quarter ending November 30, 2024.

BlackBerry Limited (BB) reported a loss of $0.01 per share on revenue of $145.00 million for the fiscal second quarter ended August 2024. The consensus estimate was a loss of $0.04 per share on revenue of $608.00 million. The Earnings Whisper number was a loss of $0.02 per share. The company beat expectations by 50.00% while revenue grew 9.85% on a year-over-year basis.The company said it expects third quarter non-GAAP results to range from a loss of $0.01 per share to earnings of $0.01 per share on revenue of $146.0 million to $154.0 million. The current consensus estimate is a loss of $0.01 per share on revenue of $150.0million for the quarter ending November 30, 2024. The company also said it now expects a fiscal 2025 non-GAAP loss of $0.05 to $0.02 per share on revenue of $591.0 million to $616.0 million. The company's previous guidance was a loss of $0.07 to $0.03 per share on revenue of $586.0 million to $616.0 million and the current consensus estimate is a loss of $0.05 per share on revenue of $598.0 million for the year ending February 28, 2025.

FedEx (FDX) reported earnings of $3.60 per share on revenue of $21.58 billion for the fiscal first quarter ended August 2024. The consensus earnings estimate was $4.82 per share on revenue of $22.12 billion. The Earnings Whisper number was $4.91 per share. The company missed expectations by 26.68% while revenue fell 0.47% compared to the same quarter a year ago.The company said it expects fiscal 2025 earnings of $20.00 to $21.00 per share on revenue of approximately $89.9 billion. The company's previous guidance was earnings of $20.00 to $22.00 per share on revenue of approximately $88.6 billion to $94.7 billion, and the current consensus earnings estimate is $20.73 per share on revenue of $90.02 billion for the year ending May 31, 2025.

Adobe (ADBE) reported earnings of $4.71 per share on revenue of $5.41 billion for the fiscal third quarter ended August 2024. The consensus earnings estimate was $4.53 per share on revenue of $5.37 billion. The Earnings Whisper number was $4.58 per share. The company beat expectations by 2.84% while revenue grew 10.59% on a year-over-year basis.The company said it expects fourth quarter non-GAAP earnings of $4.63 to $4.68 per share on revenue of $5.50 billion to $5.55 billion. The current consensus earnings estimate is $4.62 per share on revenue of $5.60 billion for the quarter ending November 30, 2024

Oracle (ORCL) reported earnings of $1.46 per share on revenue of $13.31 billion for the fiscal first quarter ended August 2024. The consensus earnings estimate was $1.33 per share on revenue of $13.22 billion. The Earnings Whisper number was $1.35 per share. The company beat expectations by 8.15% while revenue grew 6.86% on a year-over-year basis.The company said during its conference call it expects second-quarter non-GAAP earnings of $1.45 to $1.49 per share on revenue of $13.98 billion to $14.23 billion. The current consensus earnings estimate is $1.47 per share on revenue of $14.07 billion for the quarter ending November 30, 2024.


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