Square Square announced the results of its fiscal Q2 last evening. Investors seemed disappointed at first, but later reversed course and bid the shares up to a new high. Rationally, investors in growth names….expect the companies in which they invest to grow. The faster the growth, the better the company has performed in achieving its…
SHOP SHOP reported its results yesterday morning. Unfortunately, the transcript of its call was delayed and never made it to SA. This has delayed this post. I am not sure how much of a problem that is for subscribers, but I never like to comment about earnings without reading a call to ensure I get…
Investment thesis; PayPal PYPL) shares have dropped about 10% since the company released its Q2 earnings late last week. The shares dropped initially because revenue guidance, which was raised for the second time in the last quarter, was apparently not raised enough to satisfy investors. PayPal indicated that the headwind from FX in the back…
Another day encompassing a cascade of earnings reports. I have chosen 4 names to review in this post, given their potential interest to subscribers. I encourage subscribers looking for comments on other names that have been reporting to ask away. I will try to answer quickly. The cascade of earnings will continue for the next…
Facebook I am not going to detain subscribers to any great extent by a detailed analysis of FB’s miss and its guide-down. That said, I think most subscribers might wish to read a discussion about the potential impact of FB’s share price implosion and its impact on the names I do follow and have and…
Earnings season is heating up. Lots of names reporting, lots of conference call transcripts to parse and presentations to review. It can be difficult to do justice to all of the names that subscribers want to read about. Just so our subscribers know if there is an earnings release or something in the news of…
GOOG: Google reported its results last evening. I have never really covered the name except insofar as I look at its cloud results. At this point, it doesn’t seem likely that Google Cloud is growing as fast as Microsoft’s 89% reported growth. Supposedly, Google’s cloud market share is around 6%, Microsoft has about a 15%…
Summary Microsoft reported another blow-out quarter last week. The company handily exceeded prior consensus estimates for revenues and EPS and most analysts raised forward estimates and price targets. Azure revenues continue to outperform and rose 85% in constant currency, again, out-growing AWS on a percentage basis. Other major stars last quarter were gaming with 39%…
Yesterday, SAP released the results of its fiscal Q2. SAP has long been part of our income/stability portfolio and it remains so, regardless of the issues that some had with the company’s quarterly report. The shares decreased by a bit less than 4% yesterday which leaves the ADR’s up by just 4% on a YTD…
IBM IBM reported the results for its fiscal Q2 Wednesday afternoon to kick off IT earnings season. The results included an earnings beat, in-line revenues, and an in-line guide. The shares have responded noticeably trading up by more than 3% after hours. The share price reaction should be carefully looked at in context; IBM shares have been…