The hottest Earnings Substack posts right now

And their main takeaways
Category
Top Business Topics

Market Movers - 20 October 2023

The Wolf of Harcourt Street • 314 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.

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.

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.
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#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.

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.

Lawler: Update on American Homes for Rent (AMH)

CalculatedRisk Newsletter • 19 implied HN points • 27 Feb 24
💰 Finance Real Estate Investments Inflation Earnings
  1. American Homes for Rent (AMH) saw a decline in occupancy rate last quarter, contrasting with Invitation Homes.
  2. The average monthly rents of INVH and AMH seem to lead the CPI's Rent of Primary Residence by about two quarters, and rent growth has remained above the overall inflation rate.
  3. Rental inflation remains elevated for many single-family renters despite certain limitations in the rent trend comparisons and geographic focuses of these companies.

1/30/2024: Google Q4 Earnings Beat Expectations

depression2022 • 19 implied HN points • 30 Jan 24
💼 Business Tech Finance Earnings Investors Technology
  1. Google's Q4 earnings beat expectations.
  2. There is concern about Google's search business in the future due to changing user behavior and competition from AI applications like ChatGPT.
  3. Google Cloud revenue growth accelerated in Q4, making it profitable, but there are concerns about the changing landscape of AI and its impact on Google's services.

Clouded Judgement 3.8.24

Clouded Judgement • 6 implied HN points • 08 Mar 24
💰 Finance Guides Earnings Market Analysis
  1. Some 2024 company guides are below consensus, possibly indicating a conservative approach to set achievable targets.
  2. SaaS businesses value is often based on revenue multiples, considering future growth potential.
  3. Analyzing EV/NTM Rev Multiple versus NTM Rev Growth can show how cheap/expensive a stock is relative to growth expectations.

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.

A Look Back at Q1 '23 Public Cloud Software Earnings

Clouded Judgement • 12 implied HN points • 20 Jun 23
💼 Business Earnings Metrics Guidance Performance Valuations
  1. Analysis of Q1 public cloud software earnings provides insights for startup entrepreneurs on managing their businesses.
  2. Indications suggest a potential bottoming phase in the software industry with hopes for reacceleration by the year's end.
  3. Metrics such as revenue performance, growth, and sales efficiency play key roles in evaluating the success of a quarter for cloud businesses.

Clouded Judgement 5.19.23

Clouded Judgement • 13 implied HN points • 19 May 23
💼 Business Software Stocks Earnings Valuation Metrics
  1. Cloud software companies saw a boost in stock prices, but operating performance is not as positive.
  2. Companies added less new ARR in Q1 '23 compared to the previous year, indicating a headwind in new bookings.
  3. Median revenue growth rate declined in Q1 '23, along with net retention rates, CAC payback periods, but FCF margins showed improvement.

Clouded Judgement 5.26.23

Clouded Judgement • 12 implied HN points • 26 May 23
💼 Business Finance Software Earnings Valuation Metrics
  1. Snowflake reported weakening consumption trends in April/May compared to Feb/March.
  2. The change in data retention policies by customers was a big factor in consumption weakness for Snowflake.
  3. Snowflake's report raises questions about the anticipated acceleration in consumption software and highlights the volatility of consumption models.

Part 1: Deep dive writeup on Albemarle ($ALB)

Jonah’s Growth Stocks • 0 implied HN points • 12 Feb 23
💰 Finance Investment Stocks Trading Earnings Valuation
  1. Albemarle (ALB) is a company expected to show strong revenue and earnings growth due to the increasing demand for lithium from the EV industry.
  2. ALB is considered undervalued, trading at a low multiple of earnings despite the positive growth projections.
  3. Analysts are cautious about ALB's future performance, but if EV adoption remains strong, the stock could outperform.

Deep dive on Axon ($AXON)

Jonah’s Growth Stocks • 0 implied HN points • 22 Jan 24
💰 Finance Stocks Investment Earnings Valuation Risks
  1. Axon, formerly known as Taser, is a company worth paying attention to in the investment world.
  2. Paid subscribers of Jonah's Growth Stock Deep Dives get in-depth analysis on stocks and access to investment portfolios.
  3. Detailed information on Axon, such as stock performance, market cap, and financial reports, is available for those interested in investing.