PODCAST

Earnings Report Digest

ValueVerge

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

business investing

All Episodes

00:01:49

Diageo plc (DEO), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/05

$DEO has released its fiscal '24 earnings, showing a 0.6% decline in organic net sales, with significant challenges in the Latin America and Caribbean (LAC) region, down 21.1%. In contrast, North America witnessed a slight decline as well, driven by cautious consumer behavior. Despite the challenges, Diageo managed $2.6 billion in free cash flow and a 5% increase in its full-year dividend, reflecting long-term confidence. However, concerns over operational margin persist. Future opportunities

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00:01:49

Regeneron Pharmaceuticals, Inc. (REGN), 2024 Q4...

Earnings Report Digest ·

2025/02/05

$REGN has released its Q4 2024 earnings, showing notable growth and strong performance across its key products like Dupixent, Libtayo, and EYLEA. Key stats indicate a 10% increase in total revenues to $3.8 billion and an earnings per share rise to $12.07, highlighting robust profitability. However, EYLEA is facing competitive pressure which could impact future growth.

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00:01:47

Enterprise Products Partners L. (EPD), 2024 Q4...

Earnings Report Digest ·

2025/02/05

$EPD has released its Q4 2024 earnings report, showcasing stable performance. Key stats reveal an EBITDA of $9.9B and DCF at $7.8B, with a strong distribution growth of 4% year-over-year. Risks include a leverage ratio of 3.1, within the target range of 2.75-3.25.

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00:01:48

Ferrari N.V. (RACE), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/05

$RACE is reporting strong earnings for 2024, with revenues hitting approximately €6.7 billion, a 13.4% year-over-year increase, and a net profit of €1.5 billion, reflecting an impressive 22.6% rise in diluted EPS. Key growth areas include a 51% hybrid share and robust personalization demand contributing 20% of car revenues.

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00:01:50

PayPal Holdings, Inc. (PYPL), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/05

$PYPL has released its earnings report, detailing a solid fourth quarter with key metrics showing progress. Revenue grew by 7% for the full year at $32 billion, while total payment volume reached nearly $1.7 trillion. Non-GAAP EPS increased by 21% year-over-year, reflecting enhanced profitability.

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00:00:43

Apollo Global Management (APO), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/05

Apollo Global Management (APO), 2024 Q4 earnings digest

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00:01:45

Spotify Technology S.A. (SPOT), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/05

$SPOT has released its Q4 2024 earnings, showcasing strong MAU growth of 35 million, reaching 675 million, and 11 million new subscribers—tying its best quarter in 5 years. Total revenue reached EUR4.2B, up 17% YoY, while gross margin hit a record 32.2%. Future risks include typical Q1 seasonal slowdowns, yet prospects for increased profitability and continued growth look promising, particularly in emerging markets. For more insights, check details at http://valueverge.com/SPOT.

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00:01:49

UBS Group AG Registered (UBS), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/05

$UBS reports strong fourth-quarter results and full-year net profit of $5.1B for 2024, reflecting disciplined integration with Credit Suisse. Key stats: CET1 capital ratio at 14.3%, underlying return on CET1 capital up to 10%.

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00:01:47

Mitsubishi UFJ Financial Group, (MUFG), 2024 Q4...

Earnings Report Digest ·

2025/02/05

$MUFG has released their earnings report for FY '23, showcasing a strong performance. Key highlights include a record net operating profit of ¥1.84 trillion, a solid rise in net fees and commissions, and improved expense ratios. However, credit costs rose due to overseas allowances, raising some concerns about financial health.

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00:01:49

KKR & Co. Inc. (KKR), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/05

$KKR has released its Q4 2024 earnings, reporting fee-related earnings per share of $0.94, up 24% YoY, and adjusted net income at $1.32, a 32% increase. The firm raised $27 billion in capital this quarter, reflecting growth potential. Key highlights include strong management fees and a robust funding environment. However, geopolitical risks remain. With total assets under management reaching $100 billion, KKR appears well-positioned for future profitability amid improving market conditions. Check

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00:01:46

Pepsico, Inc. (PEP), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/05

$PEP has just released its Q4 and Full Year earnings report, showing cautious optimism for 2025. Key stats reveal modest revenue growth of 1.4% in Q4, but risks include a volatile consumer environment and dampened demand for snacks. Key highlights: profitability remains strong with EPS guidance reflecting careful financial management.

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00:01:51

Merck & Company, Inc. (MRK), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/05

$MRK has released its Q4 results, reflecting strong growth fueled by key products like KEYTRUDA and WINREVAIR, although GARDASIL faced challenges in China. Key stats reveal total revenues at $15.6 billion (+7%) and EPS of $1.72. The ongoing supply chain dynamics and regulatory changes pose risks, particularly for GARDASIL, while oncology and animal health present growth opportunities. The pipeline remains robust with many potential blockbusters on the horizon. Check details in

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00:02:21

Trending stocks, Feb 4, 2025

Earnings Report Digest ·

2025/02/05

Trending stocks, Feb 4, 2025

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00:01:46

Palantir Technologies Inc. (PLTR), 2024 Q4 earnings...

Earnings Report Digest ·

2025/02/04

$PLTR has released its Q4 2024 earnings report, showing robust growth with an EPS of $0.14, beating expectations. Revenue soared 36% year-over-year to $827.52M, outpacing previous forecasts. Highlights include a 64% surge in U.S. commercial revenue and a 81 Rule of 40 score. Key risks remain in international growth and dependency on AI adoption. The outlook features anticipated revenue growth of 31% for 2025, indicating strong demand for Palantir's innovative offerings. For more details, check

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00:04:01

Trending stocks, Feb 3, 2025

Earnings Report Digest ·

2025/02/04

Trending stocks, Feb 3, 2025

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00:01:33

Phillips 66 (PSX), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/01

$PSX just released its Q4 2024 earnings. The company reported an adjusted loss of $0.15 per share, a slight beat, but revenue of $33.99B missed expectations, declining 12.27% year-over-year. Key stats show profitability pressures with rising costs and an elevated net debt-to-capital ratio, impacting financial health.

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00:02:00

Charter Communications, Inc. (CHTR), 2024 Q4 earnings...

Earnings Report Digest ·

2025/02/01

$CHTR has released its Q4 2024 earnings report, announcing an EPS of $10.10, beating estimates by $0.96, and revenue of $13.93B, up 1.57% year-over-year, beating expectations by $46.41M.

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00:01:49

W.W. Grainger, Inc. (GWW), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/01

$GWW released its Q4 2024 earnings, showing an EPS of $9.71, 3 cents below estimates, alongside revenues of $4.23B, missing expectations by $6.32M—exhibiting a 5.9% YoY increase. Key stats reveal a strong operating margin of 15% (+40bps YoY), but forecast risks include sluggish MRO market growth.

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00:01:47

AON PLC (AON), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/01

$AON has released its Q4 2024 earnings report, posting an EPS of $4.42, beating estimates by $0.17, while revenue reached $4.15B, a 22.87% year-over-year increase. However, revenue slightly missed expectations by $58.54M.

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00:01:49

Eaton Corporation, PLC (ETN), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/01

$ETN has released its Q4 2024 earnings. The company reported an EPS of $2.83, beating expectations slightly, while revenue of $6.24B fell short of estimates. Key stats highlight a strong profitability aspect with a segment margin at 24.7%, but sales missed due to hurricane impacts and labor issues in Aerospace.

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Earnings Report Digest

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