PODCAST

Earnings Report Digest

ValueVerge

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

business investing

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00:01:53

The Trade Desk, Inc. (TTD), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/13

$TTD reports Q4 2024 earnings: EPS at $0.59 beats expectations, while revenue of $741M grows 22% but misses forecasts by $18.55M. The company highlighted execution missteps affecting performance, despite a strong year overall with $2.4B in revenue. Key risks include ongoing operational adjustments and increased competition in the digital ad space. Future opportunities lie in CTV growth and AI investments to enhance service delivery. Adjusted EBITDA for Q4 is $350M. 📈💼 Check details in

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00:01:40

CVS (CVS), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/13

$CVS has released new earnings for Q4 2024, showing an EPS of $1.19, surpassing estimates by $0.27, and revenue of $97.71B, up 4.15% Y/Y. Highlights include strong growth in healthcare benefits, but concerns remain about the Aetna business with a medical benefit ratio of 94.8%. Risks persist, including rising healthcare costs. Future opportunities aim for adjusted EPS of $5.75-$6.00 in 2025, supported by increased investment in integrated capabilities and technology. 🌟📈 Check details in

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00:01:54

CME Group Inc. (CME), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/13

$CME has released its Q4 2024 earnings results. Key highlights include an EPS of $2.52 (beating estimates) and revenues of $1.53B, up 6% year-over-year. CME's average daily volume increased by 9% to 26.9 million contracts, marking four consecutive years of record volume across all asset classes. 📈 However, risks include ongoing geopolitical tensions and persistent inflation.

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00:01:42

Equinix, Inc. (EQIX), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/13

$EQIX provides insights after its latest earnings release. Q4 revenue reached $2.26B, a 7% increase Y/Y, slightly missing estimates. EPS came in at $3.13, beating projections by $0.39. Key highlights include a 10% rise in AFFO and continued focus on AI workloads. Risks involve pressure from a stronger dollar and capacity constraints in Tier 1 metros. Future opportunities hinge on their robust backlog and expanding data centers. For more details, check out valueverge.com/EQIX. 📈💡

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00:01:45

Applovin Corporation (APP), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/13

$APP has released its Q4 2024 earnings, showing significant growth with an EPS of $1.73, beating estimates by $0.47. Revenue reached $1.37B, a 44% year-over-year increase, highlighting strong performance in the Advertising sector, which generated $999M in revenue. 🚀💰 Risks include increased operational costs and challenges in scaling their ecommerce efforts, but the future potential remains promising as demand from advertisers grows. For more details, check valueverge.com/APP.

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00:01:52

Cisco Systems, Inc. (CSCO), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/13

$CSCO has released its Q2 2025 earnings, showing strong performance with an EPS of $0.94, beating expectations, and revenue of $13.99B, marking a 9.38% YoY growth. 📈 Key highlights include double-digit growth in annualized recurring revenue and subscription revenue representing 56% of total revenue. However, risks remain with increasing tariffs affecting costs. Future opportunities lie in AI infrastructure development, with AI orders surpassing $700 million. ⚠️ Check details at

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00:02:05

Trending stocks, Feb 12 2025

Earnings Report Digest ·

2025/02/13

Trending stocks, Feb 12 2025

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00:01:47

Lyft (LYFT), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/12

🚨 $LYFT has released its Q4 2024 earnings! 🚨 The company reported an EPS of $0.27 and revenue of $1.55B, beating expectations and showing notable growth (+26.6% YoY). However, the marketplace faces risks with an expected decline in rides and gross bookings due to seasonal impacts and lower pricing dynamics.

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00:01:50

Super Micro Computer, Inc. (SMCI), 2024 Q4 earnings...

Earnings Report Digest ·

2025/02/12

$SMCI has released its earnings report, revealing a promising uptick driven by strong AI-related demand. The Q2 fiscal 2025 estimates range from $5.6B to $5.7B, reflecting a solid 54% year-over-year growth. However, risks include lower gross margins at 11.9%, down from 13.1%, due to product mix challenges.

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00:01:48

Carrier Global Corporation (CARR), 2024 Q4 earnings...

Earnings Report Digest ·

2025/02/12

$CARR has released its Q4 2024 earnings report, showing an EPS of $0.54, beating estimates, while revenue reached $5.15B, slightly short of expectations. Key indicators highlight solid profitability with a 65% increase in adjusted operating profit, attributed to organic growth and efficiency gains. However, revenue risks remain due to mixed performance in global HVAC segments.

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00:01:48

Energy Transfer LP (ET), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/12

$ET has released its Q4 earnings, reporting EPS of $0.29, missing by $0.08, and revenue of $19.54B, down 4.83% YoY, missing by $1.87B. Key stats highlight adjusted EBITDA at $3.9B, showing growth, but concerns arise around declining crude oil segment revenue.

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00:01:47

Ecolab Inc. (ECL), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/12

$ECL has released its Q4 2024 earnings, showcasing solid performance with an EPS of $1.81, just beating expectations, and revenues of $4.01B, a 1.70% increase YoY. The company achieved a 150 basis point rise in operating income margin, indicating improved profitability.

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00:02:02

DoorDash (DASH), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/12

🚨 $DASH just released its Q4 2024 earnings! EPS of $0.89 missed expectations by $0.06, while revenue reached $2.87B—up 24.75% YoY, beating estimates by $25.45M. 👀

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00:01:42

Marriott International (MAR), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/12

$MAR has released its Q4 2024 earnings, showing strong financial performance with an EPS of $2.45, beating estimates by $0.07, and revenue of $6.43B (up 5.48% Y/Y) beating expectations by $25.92M. 🌍

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00:01:42

Shopify (SHOP), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/12

$SHOP has released its Q4 earnings report, showcasing strong revenue growth alongside some challenges. Revenue surged by 31% YoY to $2.81B, beating expectations, while EPS reflected a miss by $0.43. 📈 Notably, GMV grew 26% and free cash flow margins expanded to 22%, indicating solid financial health.

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00:01:50

S&P Global Inc. (SPGI), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/12

$SPGI has released its Q4 2024 earnings report, which shows stronger-than-expected results with an EPS of $3.77, exceeding estimates by $0.30, and revenue of $3.59B, representing a 14% increase YoY. Key highlights include notable growth rates across various segments, with Ratings revenue up 27% and a robust demand in Market Intelligence. However, there's cautious optimism due to geopolitical uncertainties and competitive pressures. 📈🚀

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00:01:48

Coca-Cola Company (The) (KO), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/12

$KO reports strong Q4 earnings with EPS of $0.55, beating estimates by $0.03. Revenue reached $11.40B, up 4.17% year-over-year, exceeding expectations by $701.46M. Key stats show a solid valuation with a net debt leverage of 1.8x EBITDA, but currency headwinds remain a risk.

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00:01:57

Trending stocks, Feb 11 2025

Earnings Report Digest ·

2025/02/12

Trending stocks, Feb 11 2025

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00:01:44

Vertex Pharmaceuticals Incorpor (VRTX), 2024 Q4...

Earnings Report Digest ·

2025/02/11

$VRTX has released its Q4 2024 earnings report, highlighting a revenue of $2.91B (+15.66% YoY) but an EPS of $3.98, missing estimates by $0.04. Key risks include rising expenses and potential IP issues outside the U.S. As for growth, Vertex is driving expansion with the launch of JOURNA VX and ALYFTREK, paving pathways for increased patient access. Future opportunities focus on penetrating the pain market and global CF therapies, yet competition remains. 📊💡 For more details, check

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00:01:51

McDonald's Corporation (MCD), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/11

$MCD has released Q4 2024 earnings, showing an EPS of $2.83, just missing estimates by $0.03, with revenue at $6.39B, down 0.28% year-over-year. Key highlights include valuation challenges and a tough competition landscape, particularly impacted by a food safety incident.

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Earnings Report Digest

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