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eastunder

10/23/24 5:07 PM

#16255 RE: eastunder #16254

Earnings 10-23-24

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DELL 11-26 A

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Lam Research (LRCX) reported earnings of $0.86 per share on revenue of $4.17 billion for the fiscal first quarter ended September 2024. The consensus earnings estimate was $0.80 per share on revenue of $4.05 billion. The Earnings Whisper number was $0.83 per share. The company beat expectations by 3.61% while revenue grew 19.70% on a year-over-year basis.The company said it expects second quarter earnings of $0.77 to $0.97 per share on revenue of $4.00 billion to $4.60 billion. The current consensus earnings estimate is $0.84 per share on revenue of $4.22 billion for the quarter ending December 31, 2024.

Newmont Mining (NEM) reported earnings of $0.81 per share on revenue of $4.61 billion for the third quarter ended September 2024. The consensus earnings estimate was $0.83 per share on revenue of $4.07 billion. The Earnings Whisper number was $0.82 per share. The company missed expectations by 1.22% while revenue grew 84.72% on a year-over-year basis.

IBM (IBM) reported earnings of $2.30 per share on revenue of $14.97 billion for the third quarter ended September 2024. The consensus earnings estimate was $2.27 per share on revenue of $15.15 billion. The Earnings Whisper number was $2.34 per share. The company missed expectations by 1.71% while revenue grew 1.46% on a year-over-year basis.

Mattel (MAT) reported earnings of $1.14 per share on revenue of $1.84 billion for the third quarter ended September 2024. The consensus earnings estimate was $0.94 per share on revenue of $1.84 billion. The Earnings Whisper number was $0.96 per share. The company beat expectations by 18.75% while revenue fell 3.90% compared to the same quarter a year ago.The company said it continues to expect 2024 earnings of $1.35 to $1.45 per share but now expects revenue of $5.441 billion to slightly down. The company's previous guidance was revenue of approximately $5.441 billion and the current consensus earnings estimate is $1.44 per share on revenue of $5.38 billion for the year ending December 31, 2024.

Tesla (TSLA) reported earnings of $0.72 per share on revenue of $25.18 billion for the third quarter ended September 2024. The consensus earnings estimate was $0.58 per share on revenue of $25.55 billion. The Earnings Whisper number was $0.65 per share. The company beat expectations by 10.77% while revenue grew 7.85% on a year-over-year basis.

Teradyne (TER) reported earnings of $0.86 per share on revenue of $729.88 million for the second quarter ended June 2024. The consensus earnings estimate was $0.76 per share on revenue of $703.04 million. The Earnings Whisper number was $0.84 per share. The company beat expectations by 2.38% while revenue grew 6.64% on a year-over-year basis.The company said it expects third quarter earnings of $0.66 to $0.86 per share on revenue of $680.0 million to $740.0 million. The current consensus earnings estimate is $0.87 per share on revenue of $711.30 million for the quarter ending September 30, 2024.

AT&T (T) reported earnings of $0.60 per share on revenue of $30.21 billion for the third quarter ended September 2024. The consensus earnings estimate was $0.59 per share on revenue of $30.56 billion. The Earnings Whisper number was $0.60 per share. The company reported in-line with expectations while revenue fell 0.45% compared to the same quarter a year ago.The company said it continues to expect 2024 earnings of $2.15 to $2.25 per share. The current consensus earnings estimate is $2.22 per share for the year ending December 31, 2024.

Boeing (BA) reported a loss of $10.44 per share on revenue of $17.84 billion for the third quarter ended September 2024. The consensus estimate was a loss of $10.34 per share on revenue of $19.25 billion. The company missed consensus estimates by 0.97% while revenue fell 1.46% compared to the same quarter a year ago.

Roper Technologies (ROP) reported earnings of $4.62 per share on revenue of $1.76 billion for the third quarter ended September 2024. The consensus earnings estimate was $4.53 per share on revenue of $1.72 billion. The Earnings Whisper number was $4.57 per share. The company beat expectations by 1.09% while revenue grew 12.87% on a year-over-year basis.The company said it expects fourth quarter earnings of $4.70 to $4.74 per share. The current consensus earnings estimate is $4.74 per share for the quarter ending December 31, 2024.

SAP SE (SAP) reported earnings of $1.35 per share on revenue of $9.31 billion for the third quarter ended September 2024. The consensus earnings estimate was $1.31 per share on revenue of $9.26 billion. The Earnings Whisper number was $1.35 per share. The company reported in-line with expectations while revenue grew 10.45% on a year-over-year basis.The company said it now expects 2024 Cloud & Software Revenue of $31.9 billion to $32.2 billion. The company's previous guidance was Cloud & Software Revenue of $31.7 billion to $32.3 billion and the consensus estimate is for total revenue of $37.3 billion for the year ending December 31, 2024.

RTX (RTX) reported earnings of $1.45 per share on revenue of $20.09 billion for the third quarter ended September 2024. The consensus earnings estimate was $1.33 per share on revenue of $19.91 billion. The Earnings Whisper number was $1.40 per share. The company beat expectations by 3.57% while revenue grew 49.21% on a year-over-year basis.The company said it expects 2024 earnings of $5.50 to $5.58 per share on revenue of $79.25 billion to $79.75 billion. The company's previous guidance was earnings of $5.35 to $5.45 per share on revenue of $78.75 billion to $79.50 billion and the current consensus earnings estimate is $5.45 per share on revenue of $79.46 billion for the year ending December 31, 2024.

3M (MMM) reported earnings of $1.98 per share on revenue of $6.29 billion for the third quarter ended September 2024. The consensus earnings estimate was $1.93 per share on revenue of $6.10 billion. The Earnings Whisper number was $2.02 per share. The company missed expectations by 1.98% while revenue fell 24.28% compared to the same quarter a year ago.The company said it expects 2024 earnings of $7.20 to $7.30 per share. The company's previous guidance was earnings of $7.00 to $7.30 per share and the current consensus earnings estimate is $7.24 per share for the year ending December 31, 2024

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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