Earnings updated 1-31-24
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Teradyne (TER) beats by $0.07, reports revs in-line; guides Q1 EPS below consensus, revs below consensus Reports Q4 (Dec) earnings of $0.79 per share, excluding non-recurring items, $0.07 better than the FactSet Consensus of $0.72; revenues fell 8.4% year/year to $670.6 mln vs the $674.99 mln FactSet Consensus. Co issues downside guidance for Q1, sees EPS of $0.22-0.38, excluding non-recurring items, vs. $0.54 FactSet Consensus; sees Q1 revs of $540-590 mln vs. $625.49 mln FactSet Consensus."Looking into the new year, we expect low tester utilization will impact demand in the first half of the year but anticipate the full year Semiconductor test demand to incrementally improve from 2023. In Robotics, after expected seasonal weakness in Q1, we project consistent quarterly growth powered by new products, new applications and improvements in our global distribution channels."
Alphabet (GOOGL) reported earnings of $1.64 per share on revenue of $86.31 billion for the fourth quarter ended December 2023. The consensus earnings estimate was $1.60 per share on revenue of $85.26 billion. The Earnings Whisper number was $1.68 per share. The company missed expectations by 2.38% while revenue grew 13.49% on a year-over-year basis.
Starbucks (SBUX) reported earnings of $0.90 per share on revenue of $9.43 billion for the fiscal first quarter ended December 2023. The consensus earnings estimate was $0.92 per share on revenue of $9.65 billion. The Earnings Whisper number was $0.95 per share. The company missed expectations by 5.26% while revenue grew 8.16% on a year-over-year basis.
Alaska Air Group (ALK) reported earnings of $0.30 per share on revenue of $2.55 billion for the fourth quarter ended December 2023. The consensus earnings estimate was $0.18 per share on revenue of $2.55 billion. The Earnings Whisper number was $0.15 per share. The company beat expectations by 100.00% while revenue grew 2.99% on a year-over-year basis.
Tesla (TSLA) reported earnings of $0.71 per share on for the fourth quarter ended December 2023. The consensus earnings estimate was $0.74 per share on revenue of $23.17 billion. The Earnings Whisper number was $0.77 per share. The company missed expectations by 7.79%
AT&T (T) reported earnings of $0.54 per share on revenue of $32.02 billion for the fourth quarter ended December 2023. The consensus earnings estimate was $0.55 per share on revenue of $28.68 billion. The Earnings Whisper number was $0.57 per share. The company missed expectations by 5.26% while revenue grew 2.17% on a year-over-year basis.The company said it expects 2024 earnings of $2.15 to $2.25 per share, including items of $0.32 per share. The current consensus earnings estimate is $2.46 per share for the year ending December 31, 2024.
Netflix (NFLX) reported earnings of $2.11 per share on revenue of $8.83 billion for the fourth quarter ended December 2023. The consensus earnings estimate was $2.20 per share on revenue of $8.71 billion. The Earnings Whisper number was $2.28 per share. The company missed expectations by 7.46% while revenue grew 12.49% on a year-over-year basis.The company said it expects first quarter earnings of approximately $4.49 per share on revenue of approximately $9.24 billion. The current consensus earnings estimate is $4.00 per share on revenue of $9.26 billion for the quarter ending March 31, 2024.
3M (MMM) reported earnings of $2.42 per share on revenue of $8.01 billion for the fourth quarter ended December 2023. The consensus earnings estimate was $2.31 per share on revenue of $7.02 billion. The Earnings Whisper number was $2.35 per share. The company beat expectations by 2.98% while revenue fell 0.82% compared to the same quarter a year ago.The company said it expects 2024 earnings of $9.35 to $9.75 per share. The current consensus earnings estimate is $9.90 per share for the year ending December 31, 2024.
RTX (RTX) reported earnings of $1.29 per share on revenue of $19.93 billion for the fourth quarter ended December 2023. The consensus earnings estimate was $1.25 per share on revenue of $19.83 billion. The Earnings Whisper number was $1.30 per share. The company missed expectations by 0.77% while revenue grew 10.14% on a year-over-year basis.The company said it expects 2024 earnings of $5.25 to $5.40 per share on revenue of $78.0 billion to $79.00 billion. The current consensus earnings estimate is $5.40 per share on revenue of $79.32 billion for the year ending December 31, 2024.
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