PODCAST

Earnings Report Digest

ValueVerge

Discussions on the latest quarterly earnings reports from growth and value stocks.

business investing

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00:01:42

Arista Networks(ANET), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/19

$ANET has released its Q4 2024 earnings, showcasing revenue growth of 25.3% year-over-year, reaching $1.93B, and an EPS of $0.65, beating expectations. Solid gross margins at 64.2% highlight strong profitability. Risks include dependency on large customers and market fluctuations, particularly in AI.

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00:01:51

Datadog, Inc. (DDOG), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/14

$DDOG reports Q4 earnings with EPS of $0.49, beating estimates by $0.06, and revenue of $737.73M, up 25.1% Y/Y, exceeding forecasts 📈. Key stats show a solid growth trajectory despite rising operational costs in R&D and sales, impacting margins slightly. The company added 800 customers, reaching around 30,000.

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00:01:49

Barclays PLC (BCS), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/14

$BCS has released its Q4 2024 earnings, showing strong revenue growth of 23.77% year-over-year, totaling $8.75B, although EPS of $0.27 missed expectations by $0.07. Key highlights include a RoTE of 10.5%, capital distributions of £3 billion, and a CET1 ratio of 13.6%.

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00:01:50

CoinBase (COIN), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/14

$COIN is releasing its Q4 2024 earnings, showing exceptional growth amid a favorable regulatory environment. Key stats highlight a staggering 138.17% increase in revenue exceeding $2.27B, and an EPS of $4.68, improving profitability metrics. 📈 Despite a rise in operating expenses, the adjusted EBITDA reached an impressive $1.3B.

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00:01:50

Republic Services, Inc. (RSG), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/14

$RSG has released its Q4 earnings report, showing mixed results. The company reported EPS of $1.58, surpassing estimates by $0.19, but revenue of $4.05B fell short, missing by $28.42M. Key stats include a strong adjusted EBITDA margin of 31%, reflecting improved profitability, though organic volume declined by 1.2%, raising concerns for future growth.

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00:01:52

Motorola Solutions, Inc. (MSI), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/14

$MSI has released its Q4 2024 earnings, demonstrating strong financial performance. 🚀 Earnings per share (EPS) of $4.04 surpasses expectations, with revenue up 5.69% YoY at $3.01B. Key stats show solid profitability (operating margin at 30.4%) and a healthy cash flow generation with $1.1B in Q4. 📈

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00:01:48

Zoetis Inc. (ZTS), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/14

$ZTS has released its Q4 2024 earnings, showing strong performance with an EPS of $1.40, beating estimates by $0.06 and revenue of $2.32 billion, up 4.7% year-over-year. In 2024, Zoetis achieved 11% operational revenue growth, driven by strong demand for companion and livestock segments. Notably, the company plans for organic revenue growth of 6% to 8% in 2025, crucially amidst challenges from new market entries. 🚀 However, factors like the MFA divestiture and exchange rates could impact

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00:01:45

Airbnb, Inc. (ABNB), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/14

$ABNB is out with new earnings. In Q4 2024, Airbnb reported an EPS of $0.73, beating estimates, alongside revenues of $2.48B, representing a 12% YoY increase. Free cash flow reached $4.58B, showcasing strong financial health. Key areas of focus include growth strategies in global markets and new product launches. 🚀 Risks ahead involve potential currency headwinds and tough comparisons due to seasonal factors. For the latest analysis and details, check valueverge.com/ABNB.

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00:01:49

Duke Energy Corp (DUK), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/14

$DUK has released its Q4 2024 earnings report, showing an EPS of $1.66, slightly beating estimates, while revenue fell short at $7.36B, marking a 2.05% decline year-over-year.

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00:01:51

Moody's Corporation (MCO), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/14

$MCO reports Q4 2024 earnings with EPS of $2.62, beating estimates by $0.04, but revenue of $1.67B missed by $40.64M (Growth, Profitability). With 12.97% Y/Y revenue growth, maintaining 51.3% adjusted operating margin, its financial health remains strong.

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00:01:52

British American Tobacco Indus (BTI), 2024 Q4...

Earnings Report Digest ·

2025/02/14

$BTI announces its Q4 2024 earnings, reflecting a 1.3% group revenue growth and a 1.4% rise in adjusted operating profit. Notable highlights include the expansion of smokeless products, contributing 17.5% to revenue. Risks include market challenges in the U.S. and regulatory impacts in Bangladesh and Australia. With a commitment to shareholder returns, BAT aims for 2025 guidance of 1-2% growth amidst macro pressures. Future product innovations and market adjustments are expected to support a return

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00:01:47

RELX PLC PLC (RELX), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/14

$RELX has released its Q4 2024 earnings report, revealing a strong performance with underlying revenue growth of 7% and adjusted operating profit growth of 10%. Key highlights include a 9% increase in adjusted EPS and a proposed 7% dividend increase. While overall growth looks promising, risks include currency fluctuations impacting revenue. Future opportunities lie in the company's focus on AI-enabled analytics, particularly in Legal and Risk sectors, which could drive further revenue growth

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00:01:50

Palo Alto Networks, Inc. (PANW), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/14

$PANW has released its Q2 2025 earnings, showing an EPS of $0.81, beating estimates by $0.03, alongside a revenue of $2.26B (14.29% Y/Y growth), surpassing expectations by $17.58M. The company's strong performance is driven by broad growth across geographies and sectors, primarily in network security and AI innovations. 🚀 However, the gross margin slightly decreased due to one-time costs. Financial health looks robust, yet the transition to SaaS carries some risks. Insights in detail at

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00:01:41

Deere & Company (DE), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/14

$DE Deere has released its Q1 2025 earnings, showing a net income of $869M ($3.19 per share), but revenue fell by 35% YoY to $6.81B, missing expectations. 🚜📉

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00:01:49

Sony Group Corporation (SONY), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/14

$SONY has released its Q3 earnings, revealing an EPS miss of $0.28 and revenue of $24.18B, down 5.91% Y/Y. Key highlights include improved cash flow driven by operational excellence, but total revenue slightly fell short of expectations. In terms of profitability, operating income increased modestly by 1%, which reflects resilience amidst challenges.

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00:01:52

Unilever PLC (UL), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/14

$UL has released its Q4 2024 earnings, showing progress in key operational areas and a focus on strategic enhancements. Highlighting strong growth, Unilever reported a 4.2% increase in underlying sales, backed by a 2.9% rise in volume. Risks include increased commodity costs impacting future pricing and market volatility.

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00:01:41

Applied Materials, Inc. (AMAT), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/14

$AMAT has reported its Q1 2025 earnings, with an EPS of $2.38, beating expectations by $0.08, while revenue reached $7.17B (up 6.84% YoY). Key stats show a robust gross margin of 48.9%, the highest since 2000, highlighting strong profitability. However, potential revenue impacts of $400M due to China restrictions present risks. Future outlook remains optimistic with growth expected in leading-edge foundry logic and AI-driven innovations 🚀, though DRAM sales may see declines. Investors are

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00:02:04

Trending stocks, Feb 13 2025

Earnings Report Digest ·

2025/02/14

Trending stocks, Feb 13 2025

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00:01:46

Vertiv Holdings, LLC (VRT), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/13

$VRT has released its Q4 2024 earnings, showing strong performance with an EPS of $0.99, beating estimates by $0.17, and a 25.79% year-over-year revenue increase to $2.35B 🌟. Key highlights include an adjusted operating profit of $504M and a 21.5% operating margin, indicating strong profitability. However, caution is warranted with EMEA showing weaker orders recently, contrasting with robust demand in the Americas 📊. The outlook for 2025 remains optimistic with projected EPS growth and strategic

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00:01:46

Robinhood Markets, Inc. (HOOD), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/13

$HOOD has released its Q4 2024 earnings, reporting impressive results with EPS of $1.01 and revenue surpassing $1 billion for the first time as a public company, representing a 115.29% growth year-over-year. 📈

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Earnings Report Digest

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