PODCAST

Earnings Report Digest

ValueVerge

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

business investing

All Episodes

00:02:34

Trending stocks, Feb 10 2025

Earnings Report Digest ·

2025/02/11

Trending stocks, Feb 10 2025

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00:03:14

Trending stocks, Feb 7 2025

Earnings Report Digest ·

2025/02/08

Trending stocks, Feb 7 2025

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00:01:50

Cloudflare, Inc. (NET), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/07

$NET has released its Q4 2024 earnings, showcasing a strong finish with revenue of $459.9 million, up 27% YoY. Key highlights include an operating profit increase of 69% YoY and a gross margin of 77.6%. However, concerns about customer budget scrutiny persist. 📈

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00:01:55

Hilton Worldwide Holdings Inc. (HLT), 2024 Q4...

Earnings Report Digest ·

2025/02/07

$HLT has released its fourth quarter 2024 earnings, showing solid growth with system-wide RevPAR up 3.5% YoY. Key highlights include adjusted EBITDA of $858M (+7%), and a record net unit growth of 7.3% over the year, indicating strong profitability and financial health. Future growth opportunities are evident with an expected 2-3% RevPAR increase for 2025. Risks include potential softness in China's market, but robust U.S. demand remains promising. 📈🌍 Check details in valueverge.com/HLT.

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00:01:48

Air Products and Chemicals, Inc (APD), 2024 Q4...

Earnings Report Digest ·

2025/02/07

$APD has released its fourth-quarter earnings, reporting an adjusted EPS of $3.56, a 13% increase from the previous year, and an adjusted EBITDA margin improvement of 460 bp. Notably, Air Products has completed the $1.8 billion sale of its LNG business to Honeywell. 📈

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00:02:00

Fortinet, Inc. (FTNT), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/07

$FTNT has released its fourth quarter earnings, showing strong performance with a record operating margin of 39% and total revenue growth of 17%. However, the billings guidance for Q1 is cautious due to supply chain uncertainties.

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00:01:47

Intercontinental Exchange Inc. (ICE), 2024 Q4...

Earnings Report Digest ·

2025/02/07

$ICE has released its fourth quarter earnings, showcasing a record performance. Key highlights include adjusted EPS of $1.52 (up 14% YoY) and net revenues of $2.3 billion, reflecting a 5% increase. Despite strong total revenues, potential risks such as market volatility and regulatory changes linger.

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00:01:51

Bristol-Myers Squibb Company (BMY), 2024 Q4 earnings...

Earnings Report Digest ·

2025/02/07

$BMY posts its earnings report demonstrating solid execution amidst ongoing challenges. Key highlights include a revenue growth of 9% in Q4 and a focus on operational excellence, with an expected 2025 revenue of ~$45.5 billion. Risks include significant LOEs impacting the legacy portfolio, particularly for Revlimid. Noteworthy projections for non-GAAP EPS are between $6.55 to $6.85. Future growth may hinge on new therapies like Cobinfi and strengthened market positions. 🧬📈 Check details at

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00:01:48

ConocoPhillips (COP), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/07

$COP has released its fourth-quarter 2024 earnings, showcasing solid operational execution. The company reported adjusted earnings of $1.98 per share and generated over $5.4 billion in cash flow. Notable highlights include a 4% year-over-year production growth, bolstered by the recent Marathon acquisition, and a strong capital return strategy targeting $10 billion in shareholder distributions.

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00:01:50

Honeywell International Inc. (HON), 2024 Q4 earnings...

Earnings Report Digest ·

2025/02/07

$HON just released its Q4 2024 earnings report, highlighting strong performance despite ongoing macroeconomic challenges. The company met or exceeded guidance for organic and adjusted earnings growth. Key stats: Organic sales up 3% for the full year, with a notable backlog of $35.3B and segment margins under pressure due to recent acquisitions and product mix. Looking forward, Honeywell is navigating geopolitical uncertainties and planning a strategic separation of its Automation and Aerospace

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00:01:50

Philip Morris International Inc (PM), 2024 Q4...

Earnings Report Digest ·

2025/02/07

$PM has released its earnings report, showcasing a strong performance in Q4 2024 and overall growth for the year. Key highlights include an organic net revenue growth of +9.8% and a robust +14.9% increase in organic operating income. However, there are currency and supply chain headwinds to address. 📈

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00:01:50

Astrazeneca PLC (AZN), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/07

$AZN has released its latest earnings report, showcasing robust growth and developments. Total revenue surged 21% year-over-year, with a core EPS increase of 19%. While the company reported potential risks in China, ongoing investigations could impact their operations. Highlights include steady growth across various therapy areas and expectations of continued innovation. ⚕️💰 Investors should note the evolving market conditions while anticipating future opportunities. For detailed insights, visit

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00:01:50

Linde plc (LIN), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/07

$LIN reports solid Q4 results with a flat sales of $8.3B and a margin of 29.9%. ⚖️ Key metrics show 25.9% return on capital and a 10% EPS growth, despite FX headwinds. Valuation aligns with strong historical performance, but future FX risks loom.

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00:01:54

Eli Lilly and Company (LLY), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/07

$LLY has just released its Q4 2024 earnings report, highlighting robust revenue growth of 45% compared to Q4 2023, driven by strong performance from Mounjaro and Zepbound. Key risks include the competitive landscape in the incretin market and ongoing pricing pressures.

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00:01:49

Amazon (AMZN), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/07

$AMZN has released its Q4 2024 earnings, showing 10% year-over-year revenue growth to $187.8 billion despite a significant foreign exchange headwind. Operating income surged 61% to $21.2 billion, reflecting improved profitability. Key insights reveal strong growth in AWS by 19% YOY and advertising revenue up 18%.

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00:02:09

Trending stocks, Feb 6 2025

Earnings Report Digest ·

2025/02/07

Trending stocks, Feb 6 2025

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00:01:47

Johnson Controls International (JCI), 2024 Q4...

Earnings Report Digest ·

2025/02/06

$JCI has released its Q4 fiscal 2024 earnings, showing strong performance with a 10% organic revenue growth and significant margin expansion. Key stats include an adjusted EPS growth of 22% YoY and a robust 96% adjusted free cash flow conversion. Despite risks from restructuring and capital deployment, the future looks promising with a record backlog of $13.1 billion, driven by data center demand. For fiscal 2025, guidance suggests adjusted EPS between $3.40 and $3.50, with expected growth of 6%-9%

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00:01:52

Ares Management Corporation (ARES), 2024 Q4 earnings...

Earnings Report Digest ·

2025/02/06

$ARES has released its earnings report for Q4 and year-end 2024, showcasing a strong performance with notable increases in assets under management (AUM) and fee-related earnings. AUM rose by 16% to over $484 billion, while management fees climbed to a record $781 million. The firm has increased its quarterly dividend by 20%, reflecting confidence in future growth. However, a dynamic market and potential regulatory changes pose risks. Future opportunities include expanding direct lending strategies

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00:01:46

Equinor ASA (EQNR), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/06

$EQNR has released its latest earnings report, showcasing a strong quarterly performance. Here's a quick look at the key stats: Return on Capital Employed is at 21%, with cash flow from operations hitting $18 billion. Risks include fluctuating energy prices and geopolitical tensions, but the company remains committed to delivering sustainable growth and competitive returns.

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00:01:55

GSK plc (GSK), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/06

🚨 $GSK announces its 2024 earnings results, showcasing a sales increase of 8% to over £31 billion, driven by specialty medicines and significant profit growth📈. Core operating profit rose by 13%, with core EPS up 12%. However, vaccine sales faced challenges, impacting short-term growth forecasts. 💉 The outlook for 2025 anticipates continued robust growth, particularly in specialty medicines, with five new product approvals expected. 📊 For more details, visit valueverge.com/GSK.

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Earnings Report Digest

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