PODCAST

Earnings Report Digest

ValueVerge

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

business investing

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00:01:56

Emerson Electric Company (EMR), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/06

$EMR has released earnings for Q4 and the full year 2024, announcing a robust performance with underlying sales growth of 6% and an adjusted EPS of $5.49, reflecting a strong operational execution. Risks remain with ongoing challenges in the discrete markets, while opportunities include a significant backlog of $7.2 billion and a strategic proposal to acquire the remaining shares of AspenTech, aiming for portfolio transformation. Future guidance suggests continued mid-single-digit growth in 2025

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00:01:48

Illinois Tool Works Inc. (ITW), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/06

$ITW has released its Q4 earnings report, showing a GAAP EPS of $2.54, marking a 7% improvement. Organic revenue fell 0.5%, better than expectations. Key highlights include a record operating margin of 26.2%, driven by strong operational execution.For 2025, organic revenue guidance is set at 1%-3%, although global uncertainties linger. 🌐 The company projects continued margin expansion (+100 bps) and plans to return $1.5 billion to shareholders. 📈 Risks include foreign currency impacts and

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00:01:49

McKesson Corporation (MCK), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/06

$MCK has released its fiscal Q4 earnings report. Key stats show a 12% revenue growth to $309 billion and adjusted EPS at $27.44 (+6%). Risks include increased operating expenses and a reserve for environmental matters. Highlights include a strong outlook for fiscal 2025 with anticipated revenue growth of 15%-17% 🚀. Q4 saw revenues increase to $76.4 billion, with adjusted EPS at $6.18. Future opportunities lie in oncology and biopharma services, while risks include moderating GLP-1 medication

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00:01:40

Banco Santander, S.A. Sponsored (SAN), 2024 Q4...

Earnings Report Digest ·

2025/02/06

$SAN has released its earnings report for 2024, showing a record profit of €12.6 billion, indicating strong revenue growth and customer acquisition. Despite challenges, the solid balance sheet is highlighted by a CET1 ratio of 12.8%. 📈

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00:01:43

Fiserv, Inc. (FI), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/06

$FI has released its Q4 2024 earnings report, showcasing strong results. Key highlights include adjusted EPS up 17% to $8.80 and adjusted revenue growth of 7%. Risks involve currency fluctuations, particularly in Argentina, but financial health appears robust with $5.2 billion in free cash flow returned to shareholders. Looking ahead, opportunities for growth exist with new offerings like Cash Flow Central and strategic partnerships. ⚡📈 Investors are encouraged to check details in

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00:01:41

TotalEnergies SE (TTE), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/06

$TTE has released its latest earnings report, showcasing a solid performance. Notable highlights include a significant increase in net income to $18.3 billion and a robust return on equity of 15.8%. However, risks include a continued decline in refining margins and increased operational costs. For Q4, TotalEnergies generated nearly $30 billion in free cash flow, with promising growth opportunities in both oil and gas production and integrated power sectors. Stay tuned for potential volatility due

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00:01:43

Uber Technologies, Inc. (UBER), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/06

$UBER has released its earnings report for Q4 2024. Key highlights: Gross bookings grew 21% YoY, with adjusted EBITDA rising 60%. The Uber One membership program saw a significant increase in users, indicating strong demand. However, FX headwinds may affect Q1 growth guidance, projected between 17-21%. 🚗💰 Looking ahead, risks include currency fluctuations and competition in AVs. Despite these challenges, Uber remains optimistic about long-term growth and profitability. Check details at

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00:01:51

Boston Scientific Corporation (BSX), 2024 Q4 earnings...

Earnings Report Digest ·

2025/02/06

$BSX has just announced its Q4 2024 earnings, showcasing a solid operational sales growth of 23% and organic sales growth of 20%, exceeding previous guidance. 📈 Key highlights include an adjusted EPS of $0.70, reflecting a 26% increase year-over-year. Notably, the company is forecasting 2025 organic growth of 10-12%, amid potential foreign exchange headwinds and competitive pressures. ⚖️ With strong demand for innovations like FerraPulse and synergistic acquisitions on the horizon, future

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00:01:50

Arm Holdings plc (ARM), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/06

$ARM has released its Q4 earnings report for the fiscal year ending March 2024, showcasing impressive growth with 47% year-over-year revenue increase to $928 million. Licensing revenue soared 60%, while royalties surged 37% driven by strong ARMv9 adoption. Notably, there are concerns about potential IoT demand fluctuations impacting future results. 🚀 Looking ahead, ARM anticipates FY 2025 revenues between $3.8B and $4.1B, indicating continued growth opportunities tempered by identified market

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00:01:57

QUALCOMM Incorporated (QCOM), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/06

$QCOM announces its Q4 earnings with robust performance: $10.2B in revenue and $2.69 EPS, driven by solid growth in automotive and IoT sectors. Key highlights: Automotive revenue grew 68% YoY to $899M. The company reported strong licensing revenues of $1.5B with a 74% margin. 📊 Future risks include market saturation and competition, but opportunities emerge in AI and edge computing. Strong cash flow of $11.2B and a focus on diversifying product offerings signal positive momentum. For more details,

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00:01:53

Walt Disney Company (DIS), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/06

$DIS has released its Q4 earnings report, reflecting solid momentum as the company navigates through recent challenges. Highlights include increased revenues, improved profitability, and strong subscriber growth in streaming 📈. Key stats show a healthy adjustment EPS growth forecast of high single digits for 2025, rising to double digits in subsequent years, indicating a focus on long-term growth 📊. Risks involve economic conditions and competition. The future appears promising with new content

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00:03:04

Trending stocks, Feb 5, 2025

Earnings Report Digest ·

2025/02/06

Trending stocks, Feb 5, 2025

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00:01:55

Google (GOOG), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/05

$GOOG has released its Q4 2024 earnings report, showing a mixed performance. Key highlights include EPS of $2.15, beating expectations, and a revenue of $96.47B, which slightly missed forecasts by $199.97M.

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00:01:52

Transdigm Group Incorporated (TDG), 2024 Q4 earnings...

Earnings Report Digest ·

2025/02/05

$TDG has released its Q1 2025 earnings report showcasing an EPS of $7.83, beating expectations but revenue of $2.01B missed by $20.53M. Key risks involve ongoing challenges in the commercial OEM space due to Boeing's production delays. Financial health appears robust with a 52.9% EBITDA margin and strong cash flow of over $750M.

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00:01:54

Mondelez International, Inc. (MDLZ), 2024 Q4 earnings...

Earnings Report Digest ·

2025/02/05

$MDLZ has released its Q4 earnings, reporting an EPS of $0.69, surpassing estimates by $0.04, but revenue fell short by $51.52M at $9.60B, reflecting 3.11% growth year-over-year.

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00:01:52

Chipotle Mexican Grill, Inc. (CMG), 2024 Q4 earnings...

Earnings Report Digest ·

2025/02/05

$CMG reports quarterly earnings with an EPS of $0.25, matching expectations, but revenue slightly missed at $2.85B, up 13% YoY. Sales growth was driven by digital sales, constituting 34% of totals. Risks include increased food costs amid inflation and competitive pricing pressures, impacting margins which fell to 24.8%. Future growth looks positive, but comps face tough comparisons in Q1 2025. Opportunities stem from innovative equipment and international expansion. More details at

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00:01:53

Pfizer, Inc. (PFE), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/05

$PFE announces its Q4 2024 earnings, reporting EPS of $0.63, beating estimates by $0.17, and revenue of $17.76B, a remarkable 24.66% YoY growth, exceeding expectations.

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00:01:54

Amgen Inc. (AMGN), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/05

$AMGN has released its Q4 2024 earnings, featuring an EPS of $5.31, surpassing expectations by $0.23, and revenues of $9.09B, up 10.86% YoY. The company recorded robust product sales growth of 19% for the full year and sustained momentum across key medications like Repatha and EVENITY, with significant unmet patient needs driving future potential.

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00:01:41

Advanced Micro Devices, Inc. (AMD), 2024 Q4 earnings...

Earnings Report Digest ·

2025/02/05

$AMD has released its Q4 2024 earnings, reporting EPS of $1.09 and revenue of $7.66B, reflecting a 24% y/y growth. The data center and client segments continue to shine, with data center revenue up 69%. However, gaming revenue is down 59%, posing a risk to future growth.

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00:01:46

MPLX LP (MPLX), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/05

$MPLX reports solid Q4 2024 earnings, with adjusted EBITDA up 9% year-over-year to $1.8 billion, and a 12.5% distribution increase for unitholders. Key highlights include mid-single digit adjusted EBITDA growth continued into 2024, backed by $6.8 billion full-year adjusted EBITDA and strong performance in their Natural Gas and NGL Services.

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Earnings Report Digest

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