🇺🇸#TXN #отчетность
Texas Instruments - Q1 Non-GAAP EPS of $1.85 beats by $0.25; GAAP EPS of $1.87 beats by $0.30.
Revenue of $4.29B (+28.8% Y/Y) beats by $310M.
Gross margin of 64.6% vs. consensus of 65.2%; and Operating margin of 45.2% vs. consensus of 42.8%.
#прогноз 2Q21 Guidance: Revenue of $4.13B-$4.47B vs. $4.15B consensus, EPS of $1.68-$1.92 vs. $1.72
Texas Instruments - Q1 Non-GAAP EPS of $1.85 beats by $0.25; GAAP EPS of $1.87 beats by $0.30.
Revenue of $4.29B (+28.8% Y/Y) beats by $310M.
Gross margin of 64.6% vs. consensus of 65.2%; and Operating margin of 45.2% vs. consensus of 42.8%.
#прогноз 2Q21 Guidance: Revenue of $4.13B-$4.47B vs. $4.15B consensus, EPS of $1.68-$1.92 vs. $1.72
🇺🇸#AMGN #отчетность
Amgen - Q1 Non-GAAP EPS of $3.70 misses by $0.34; GAAP EPS of $2.83 misses by $0.38.
Revenue of $5.9B (-4.2% Y/Y) misses by $360M.
Capital expenditures to be approximately $900M.
#прогноз 2021 Guidance: Revenues: $25.0B - 25.6B unchanged from previous guidance (consensus: $26.43B); EPS: $9.11 to $10.71 from $12.12 to $13.17; non-GAAP EPS: $16.00 to $17.00, unchanged from previous guidance (consensus: $16.83)
Amgen - Q1 Non-GAAP EPS of $3.70 misses by $0.34; GAAP EPS of $2.83 misses by $0.38.
Revenue of $5.9B (-4.2% Y/Y) misses by $360M.
Capital expenditures to be approximately $900M.
#прогноз 2021 Guidance: Revenues: $25.0B - 25.6B unchanged from previous guidance (consensus: $26.43B); EPS: $9.11 to $10.71 from $12.12 to $13.17; non-GAAP EPS: $16.00 to $17.00, unchanged from previous guidance (consensus: $16.83)
🇺🇸#PINS #отчетность
Pinterest - Q1 Non-GAAP EPS of $0.11 beats by $0.04; GAAP EPS of -$0.03 beats by $0.04.
Revenue of $485M (+78.3% Y/Y) beats by $9.89M.
Adjusted EBITDA of $84M vs. consensus of $57.4M
MAU of 478M vs. consensus of 480.5M.
Pinterest - Q1 Non-GAAP EPS of $0.11 beats by $0.04; GAAP EPS of -$0.03 beats by $0.04.
Revenue of $485M (+78.3% Y/Y) beats by $9.89M.
Adjusted EBITDA of $84M vs. consensus of $57.4M
MAU of 478M vs. consensus of 480.5M.
🇺🇸#SBUX #отчетность
Starbucks - FQ2 Non-GAAP EPS of $0.62 beats by $0.09; GAAP EPS of $0.56 beats by $0.05.
Revenue of $6.67B (+11.2% Y/Y) misses by $110M.
Q2 Comparable Store Sales Growth of 9% in the U.S. vs. 7.4% expected; Comparable Store Sales Growth of 91% in China, Including Reinstated VAT Benefit.
Active Starbucks® Rewards Membership in the U.S. Up 18% Year-Over-Year to 22.9 Million.
#прогноз Full-year revenue guidance is lifted to $28.5B-$29.3B (previous midpoint was $28.5B); non-GAAP EPS is now seen at $2.90-$3 vs. previous $2.70-$2.90
Starbucks - FQ2 Non-GAAP EPS of $0.62 beats by $0.09; GAAP EPS of $0.56 beats by $0.05.
Revenue of $6.67B (+11.2% Y/Y) misses by $110M.
Q2 Comparable Store Sales Growth of 9% in the U.S. vs. 7.4% expected; Comparable Store Sales Growth of 91% in China, Including Reinstated VAT Benefit.
Active Starbucks® Rewards Membership in the U.S. Up 18% Year-Over-Year to 22.9 Million.
#прогноз Full-year revenue guidance is lifted to $28.5B-$29.3B (previous midpoint was $28.5B); non-GAAP EPS is now seen at $2.90-$3 vs. previous $2.70-$2.90
🇺🇸#V #отчетность
Visa - Q2 Non-GAAP EPS of $1.38 beats by $0.11; GAAP EPS of $1.38 beats by $0.10.
Revenue of $5.7B (-2.6% Y/Y) beats by $140M.
Payments volume at constant currency +11%
Visa - Q2 Non-GAAP EPS of $1.38 beats by $0.11; GAAP EPS of $1.38 beats by $0.10.
Revenue of $5.7B (-2.6% Y/Y) beats by $140M.
Payments volume at constant currency +11%
🇺🇸#AMD #отчетность
Advanced Micro Devices - Q1 Non-GAAP EPS of $0.52 beats by $0.08; GAAP EPS of $0.45 beats by $0.07.
Revenue of $3.45B (+92.7% Y/Y) beats by $270M.
#прогноз For Q2, AMD guides revenue of ~$3.6B (consensus: $3.26B), plus or minus $100M, and non-GAAP gross margin of 47%.
For the full year 2021, AMD now expects revenue growth of ~50% over 2020 driven by growth in all businesses, up from prior guidance of ~37% annual growth
Advanced Micro Devices - Q1 Non-GAAP EPS of $0.52 beats by $0.08; GAAP EPS of $0.45 beats by $0.07.
Revenue of $3.45B (+92.7% Y/Y) beats by $270M.
#прогноз For Q2, AMD guides revenue of ~$3.6B (consensus: $3.26B), plus or minus $100M, and non-GAAP gross margin of 47%.
For the full year 2021, AMD now expects revenue growth of ~50% over 2020 driven by growth in all businesses, up from prior guidance of ~37% annual growth
🇺🇸#MSFT #отчетность
Microsoft - FQ3 Non-GAAP EPS of $1.95 beats by $0.17; GAAP EPS of $2.03 beats by $0.26.
Revenue of $41.71B (+19.1% Y/Y) beats by $860M.
Productivity and Business Processes of $13.55B vs. $13.49B consensus vs guidance $13.35-13.6B.
Intelligent Cloud of $15.12B vs. $14.88B consensus vs guidance $14.7-14.95B.
More Personal Computing of $13.03B vs. $12.46B consensus vs guidance $12.3-12.7B
Microsoft - FQ3 Non-GAAP EPS of $1.95 beats by $0.17; GAAP EPS of $2.03 beats by $0.26.
Revenue of $41.71B (+19.1% Y/Y) beats by $860M.
Productivity and Business Processes of $13.55B vs. $13.49B consensus vs guidance $13.35-13.6B.
Intelligent Cloud of $15.12B vs. $14.88B consensus vs guidance $14.7-14.95B.
More Personal Computing of $13.03B vs. $12.46B consensus vs guidance $12.3-12.7B
🇺🇸#GOOGL #отчетность
Alphabet - Q1 GAAP EPS of $26.29 beats by $10.62.
Revenue of $55.31B (+34.4% Y/Y) beats by $3.6B.
Google Services $51.17B vs. $47.2B consensus, Google
Advertising $44.68B vs. $41.65B consensus, Google search & Other $31.88B vs. $29.93B
TAC of $9.71B vs. $9.07B
💥#buyback the board has approved another $50B in repurchases of Class C stock
Alphabet - Q1 GAAP EPS of $26.29 beats by $10.62.
Revenue of $55.31B (+34.4% Y/Y) beats by $3.6B.
Google Services $51.17B vs. $47.2B consensus, Google
Advertising $44.68B vs. $41.65B consensus, Google search & Other $31.88B vs. $29.93B
TAC of $9.71B vs. $9.07B
💥#buyback the board has approved another $50B in repurchases of Class C stock
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⚠️🌎#tapering #стимулирование #австралия #мнение
Fitch: сворачивание стимулирования создает риски для кредитных рынков Австралии
Fitch: сворачивание стимулирования создает риски для кредитных рынков Австралии
⚠️🇺🇸#AAPL #конкуренция
Apple сокращает производственные планы AirPods на 25-30% в этом году. Конкуренция подрывает продажи компании - FT- Nikkei
Apple сокращает производственные планы AirPods на 25-30% в этом году. Конкуренция подрывает продажи компании - FT- Nikkei
💥☢️#BTC #корпораты #трейд #крипто
Nexon (японский производитель онлайн игр) сообщил, что купил 1717 BTC по средней $58 226
Nexon (японский производитель онлайн игр) сообщил, что купил 1717 BTC по средней $58 226
❤️🛢#нефть #прогноз
Goldman ожидает, что нефть вырастет до $80
Goldman прогнозирует самый большой скачок спроса на нефть за всю историю: рост на 5,2 млн баррелей в сутки в течение следующих 6 месяцев
Goldman прогнозирует, что в 2021 и 2022 годах цены на WTI будут на уровне $70,26 - $72
- на Brent на уровне $73,13 - $75
Goldman ожидает, что нефть вырастет до $80
Goldman прогнозирует самый большой скачок спроса на нефть за всю историю: рост на 5,2 млн баррелей в сутки в течение следующих 6 месяцев
Goldman прогнозирует, что в 2021 и 2022 годах цены на WTI будут на уровне $70,26 - $72
- на Brent на уровне $73,13 - $75
🇺🇸#AAPL #отчетность #прогноз
FT на разогреве. Пишет, что Apple оч хорошо отчитается...
-services revenues are once again expected to grow more than 17 per cent to $15.7bn, but there is expected to be better news for the company across the rest of its business.
In a remarkable shift, sales of iPhones, iPads, Macs and wearables, which includes the Apple Watch and AirPods, are projected to be performing so well that services would be the slowest growing category of all its divisions.
а Morgan вообще обкончался: Apple is firing on all cylinders - Morgan Stanley
❗️отчетность сегодня в 23:30мск
FT на разогреве. Пишет, что Apple оч хорошо отчитается...
-services revenues are once again expected to grow more than 17 per cent to $15.7bn, but there is expected to be better news for the company across the rest of its business.
In a remarkable shift, sales of iPhones, iPads, Macs and wearables, which includes the Apple Watch and AirPods, are projected to be performing so well that services would be the slowest growing category of all its divisions.
а Morgan вообще обкончался: Apple is firing on all cylinders - Morgan Stanley
❗️отчетность сегодня в 23:30мск