macrokit provides market intelligence and research platform for global investors. (Note: Tweets are not investment advice.)macro-kit.com United StatesJoined September 2023
$NOW Earnings:
- Subscription revenues grew 23% YoY to $2,542 million.
- Total revenues increased 22% YoY to $2,627 million.
- 1,988 customers with over $1 million in annual contract value, up 15% YoY.
- 88 transactions over $1 million in net new ACV, up 26% YoY.
See more:…
$CMG Earnings:
- Total revenue increased 18.2% to $3.0 billion
- Operating margin was 19.7%, an increase from 17.2%
- Restaurant level operating margin was 28.9%1, an increase of 140 basis points
- Opened 52 new company-operated restaurants with 46 locations including a…
$VRT Earnings:
- 13% net sales growth to $1,953 million in Q2 2024
- 63% increase in operating profit to $336 million
- Adjusted operating margin expanded by 510 basis points to 19.6%
-“Vertiv delivered another strong performance in the second quarter with order growth again…
$ENPH Earnings:
- Revenue increased to $303.5 million in Q2 2024, up 15.2% from Q1 2024
- GAAP operating income decreased to $1.8 million from $170.3 million in Q2 2023
- GAAP gross margin of 45.2%; non-GAAP gross margin of 47.1% with net IRA benefit
- U.S. revenue grew 32%…
$STX Earnings:
- Q4 revenue grew 18% year-over-year to $1.89 billion
- Q4 non-GAAP gross margin expanded to nearly 31%
- Q4 non-GAAP EPS of $1.05 exceeded guidance
- Generated $434 million in cash flow from operations and $380 million in free cash flow in Q4
See more:…
$TXN Earnings:
- 16% YoY revenue decrease
- Cash flow from operations of $6.4 billion over the past 12 months
- Returned $4.9 billion to shareholders in the last 12 months
- Positive Q3 2024 revenue guidance of $3.94 billion to $4.26 billion
See more: macro-kit.com/press-release/…
$TSLA Tesla will report today after market close:
- implied Earnings move is 7.46%
- consensus Revenue Estimate is $24.74B (-0.76% Y/Y)
- consensus EPS Estimate of +$0.48 (-38.4% Y/Y)
$SPOT Earnings:
- Total Revenue grew 20% Y/Y to €3.8 billion; on a constant currency* basis, Total Revenue grew 21% Y/Y
- On a constant currency basis, Premium ARPU grew 10% Y/Y (~300 bps of acceleration vs. Q1’24)
- Gross Margin finished at a record high of 29.2% (up 510 bps…
$NXPI Earnings:
- Revenue was $3.13 billion, down 5% percent year-on-year;
- GAAP gross margin was 57.3% percent, GAAP operating margin was 28.7% percent and GAAP diluted Net Income per Share was $2.54;
- Non-GAAP gross margin was 58.6% percent, non-GAAP operating margin was…
$SAP Earnings:
- Cloud revenue increased 25% to €4.15 billion
- Total revenue grew 10% to €8.29 billion
- Current cloud backlog up 28% to €14.81 billion
- IFRS cloud gross profit up 29%, non-IFRS cloud gross profit up 28% and up 29% at constant currencies
See more:…
$CLF Earnings:
- Q2 revenues decreased to $5.1 billion from $5.2 billion in Q1 2024
- Adjusted EBITDA declined to $323 million from $414 million in Q1 2024
- Repurchased 7.5 million CLF common shares
- Mr. Goncalves added: “We also took action on several matters that will…
$CDNS Earnings:
- Revenue increased to $1.061 billion, up 8.6% year-over-year
- GAAP operating margin decreased to 28% from 31% in Q2 2023
- Non-GAAP operating margin declined to 40% from 42% in Q2 2023
- Updated 2024 revenue outlook to 13% year-over-year growth
See more:…
$VZ Earnings:
- Total wireless service revenue of $19.8 billion, up 3.5% year-over-year
- Retail postpaid phone net additions of 148,000
- Total broadband net additions of 391,000, including 378,000 fixed wireless
- Consolidated revenue of $32.8 billion, up 0.6% from Q2 2023…
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