The hottest Earnings Substack posts right now

And their main takeaways
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Jon’s Newsletter • 119 implied HN points • 05 May 24
💰 Finance Investing Stock Market Earnings Dividends Bonds
  1. Selling stocks in May may not be the best strategy, as historical data shows it only works about a quarter of the time since 2008.
  2. The current stock market is looking healthier, with positive earnings and potential interest rate cuts, which might lead to steady gains this year.
  3. Investors are keeping an eye on dividend stocks and marijuana stocks, as both sectors show potential for growth and steady income.

Why Applovin is the best-performing tech stock of the year

Alex's Personal Blog • 65 implied HN points • 08 Nov 24
💰 Finance Investing Earnings Stocks Tech Market Trends
  1. Applovin's stock has skyrocketed this year, with more than a 500% increase thanks to strong earnings and revenue growth.
  2. The company's transition to a focus on advertising is paying off, driven by a machine-learning model called AXON that improves ad targeting.
  3. Applovin has made significant investments in technology and infrastructure, which is helping them stay ahead in the competitive market.

This is a time publishers ought to be investing and exploring new territory vs. laying people off and hunkering down. So why are so few of the big companies doing that?

How to Glow in the Dark • 559 implied HN points • 06 Oct 23
💼 Business Publishing Financials Management Earnings Investments
  1. This is a challenging time for publishers to invest and innovate, yet many big companies are not doing so.
  2. Major publishing companies are facing reduced earnings despite increased sales, leading to layoffs and cost-cutting measures.
  3. The industry's response to financial challenges has mainly involved squeezing employees and authors, rather than focusing on long-term growth and support.
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CK Hutchison update (1 HK)

Asian Century Stocks • 353 implied HN points • 07 Sep 23
💰 Finance Investing Stocks Earnings Inflation
  1. CK Hutchison is facing inflation pressures due to weak Euro, high inflation, and high-interest rates.
  2. The company is transitioning towards becoming more asset-light through selling assets and share buybacks to increase return on equity.
  3. Potential factors affecting CK Hutchison's future performance include interest payment repricing, margin rebounds, and growth in the retail segment.

Market Movers - 20 October 2023

The Wolf of Harcourt Street • 319 implied HN points • 20 Oct 23
💰 Finance Stocks Earnings Investor Relations Acquisitions Logistics
  1. PepsiCo exceeded analyst estimates in Q3 earnings by focusing on consumer interaction and pricing for smaller packs.
  2. Adyen's Investor Relations Update hints at strong Q3 results and their launch of Tap to Pay for Australian retailers.
  3. Block, previously Square, made another costly acquisition with Hifi, a music-focused fintech startup, following previous less successful deals.

Finding the Sweet Spot: Nvidia's Goldilocks Quarter

Mule’s Musings • 295 implied HN points • 22 Feb 24
💼 Business Technology Finance Earnings Supply Chain Stock Market
  1. Nvidia's quarterly results exceeded expectations, with significant revenue growth in the Datacenter segment despite challenges like China's revenue dropping to almost zero.
  2. Nvidia achieved its highest gross margin ever, despite expectations that it would decrease in the future, hinting at potential pricing strategies for new products like B100.
  3. Nvidia is facing supply constraints but anticipates strong demand for upcoming products like B100, suggesting promising revenue growth opportunities and potential bottlenecks in the networking industry.

The Bear Cave #157

The Bear Cave • 863 implied HN points • 19 Feb 23
💰 Finance Activist Reports Recent Resignations Earnings Tweets Investigations
  1. New activist reports were published on companies like Etsy and Goosehead Insurance, highlighting issues like counterfeit goods and financial practices.
  2. Recent resignations of notable executives from companies like Bally's Corp and Rocket Companies Inc were disclosed, signaling leadership changes.
  3. Upcoming earnings to watch include reports from companies like Coinbase and Planet Fitness, with previous investigations uncovering various issues.

Google, Reddit, Snap earnings, and do we need an economic crisis?

Alex's Personal Blog • 32 implied HN points • 30 Oct 24
💼 Business Earnings Tech Companies Market Trends Advertising Investments
  1. Alphabet had strong earnings in Q3 2024, with big revenue growth driven by its AI tools. Their cloud services and YouTube also saw significant increases.
  2. Reddit's user engagement is increasing with higher revenue, especially from advertising and data licensing. They had great year-on-year growth and are becoming more popular.
  3. Snap also improved its financials with more users and less net loss, showing signs of becoming more profitable. They're reaching out to more smaller advertisers and expanding in Europe.

#Trending: 2Q23 Space SPAC Earnings Scorecard

Case Closed • 216 implied HN points • 03 Oct 23
💰 Finance Investing Earnings
  1. When analyzing space SPAC earnings, focus on capital management, scaling efficiency, and solvency metrics.
  2. Evaluate companies based on trends over multiple quarters to understand their financial health.
  3. Different space SPAC companies showcase varying financial positions and strategies, with some focusing on future growth, while others are racing towards profitability.

AMD Q4 and FY 2023 Results

More Than Moore • 186 implied HN points • 19 Feb 24
💰 Finance Earnings Market Analysis Revenue
  1. AMD had a strong Q4 in 2023 with record-breaking revenue, driven by its Data Center Business Unit.
  2. The Client computing sector saw improvement in Q4 2023 after facing challenges in the first half of the year due to market shifts and inventory digestion.
  3. AMD's Gaming unit experienced a decline in Q4 revenue, mainly due to semi-custom sales, but overall yearly numbers were up with increased Radeon sales.

Investing Update: Is Mag 7 Leadership Returning?

Spilled Coffee • 20 implied HN points • 26 Oct 24
💰 Finance Stock Market Investing Earnings Economics Taxation
  1. The stock market is having a strong run, especially the Nasdaq, which has been up for seven weeks in a row. The Dow and S&P 500 ended their winning streak after six weeks.
  2. Investors seem confident, adding a lot of money to stocks recently, even with the upcoming elections. Earnings from major companies will be more relevant to the market than the election results.
  3. Expect some market ups and downs as the election approaches, but focusing on earnings reports will be more important for making investment decisions.

1/23/2024: Netflix Earnings Beat Expectations

depression2022 • 58 implied HN points • 24 Jan 24
💼 Business Earnings Subscribers Streaming Finance Acquisitions
  1. Netflix earnings beat expectations: Revenue and subscriber growth exceeded predictions.
  2. Netflix's efforts to combat account sharing and increase subscription fees have proven successful in boosting profits.
  3. Netflix making strategic investments, such as acquiring exclusive rights to WWE's Raw, to expand its content offerings and enhance growth.

Elevance Health's 2022 earnings are in, outperforms Wall Street expectations

HEALTH CARE un-covered • 199 implied HN points • 25 Jan 23
💰 Finance Earnings Investments Health Insurance Stock Market Government programs
  1. Elevance Health did really well in 2022, exceeding what Wall Street expected for their earnings. Their stock prices went up, even when many other companies were struggling.
  2. Most of Elevance's profit came from government programs like Medicaid and Medicare Advantage, not from selling insurance to individuals or businesses. These programs are where they made the most money.
  3. The company's pharmacy business, CarelonRX, also saw significant profit growth. This shows that owning a pharmacy service is becoming very important for insurance companies.

Dave & MoneyLion Q1: Some Progress, But Valuations Continue To Slide

Fintech Business Weekly • 133 implied HN points • 21 May 23
💰 Finance Earnings Regulations Fintech
  1. Dave and MoneyLion are experiencing progress in Q1, but their valuations are decreasing.
  2. SoLo Funds faces challenges with deceptive practices despite celebrating a consent order.
  3. Revolut is encountering hurdles with delayed financial filings and difficulties in obtaining a banking license due to ownership structure issues.

Affirm's Earnings: Funding Costs Soar 223% Year Over Year

Fintech Business Weekly • 126 implied HN points • 28 May 23
💰 Finance Earnings Funding Loans Expenses
  1. Affirm's funding costs increased by 223% year over year due to rising rates and increased funding debt.
  2. Affirm's revenue saw a modest increase, with interest income and virtual card revenue offsetting declines in other areas.
  3. Households are facing declining financial well-being, with expenses outpacing income and savings dwindling.

You Can Earn More Money with Evergreen Content in 2023

Kristina God's Online Writing Club • 99 implied HN points • 08 Dec 22
💼 Business Content creation Digital marketing Earnings Writing
  1. Evergreen content stays relevant over time, unlike seasonal content which loses interest quickly. Creating this type of content means people will always find value in it, which is great for growth.
  2. Writing evergreen articles can lead to more earnings because platforms like Medium will promote this content more. This means you could see more traffic and revenue in the long run.
  3. Focusing on your expertise and crafting in-depth stories can help you create evergreen content. Once it gets recognized, it can keep bringing in readers and income for a long time.

[Q1 CY24] ARM Short Squeeze, Fabrinet Sus

Irrational Analysis • 19 implied HN points • 08 Feb 24
💰 Finance Stocks Earnings Investing Semiconductors Analysis
  1. ARM experienced a significant short squeeze after hours, showing wild price movement.
  2. Fabrinet's weak guidance and management's unconvincing excuses suggest something suspicious, leading the author to liquidate their position.
  3. Qualcomm showcased steady growth in the automotive semiconductor market despite challenges, with a rough response to questions about partnership details and future seasonality.