PODCAST

Earnings Report Digest

ValueVerge

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

business investing

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00:01:41

Novartis AG (NVS), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/01

$NVS Novartis AG has released its Q4 2024 earnings report, showcasing solid growth. Key metrics: EPS of $1.98 (+33%) and revenue of $13.15B (+15.14% Y/Y). Risks include anticipated generic competition impacting sales and the potential for revenue fluctuations. Highlights include a 38.7% core operating margin, with the company projecting mid-single-digit growth for 2025. Future opportunities lie in a strong pipeline and continued brand performance, including Entresto and Kisqali. For detailed

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00:01:39

AbbVie Inc. (ABBV), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/01

$ABBV released its Q4 2024 earnings, revealing adjusted EPS of $2.16, missing estimates by $0.10, but total revenues of $15.10B surpassed expectations, showing a 6.1% growth. Risks include ongoing biosimilar pressures for Humira, while highlights include strong performances from Skyrizi and Rinvoq, contributing to a 22% revenue boost. Future outlook suggests robust mid-single-digit revenue growth for 2025 with anticipated increases from their ex-Humira platform. For more details, check

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00:01:52

Exxon Mobil Corporation (XOM), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/01

$XOM has released its Q4 2024 earnings report, showing an EPS of $1.67, beating estimates by $0.12, while revenue of $83.43B fell short by $3.77B, highlighting some risks in overall financial health. Highlights include strong cash flow at $55B and an industry-leading return on capital employed of 13%.

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00:02:07

Trending stocks, Jan 31, 2025

Earnings Report Digest ·

2025/02/01

Trending stocks, Jan 31, 2025

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00:01:42

Apple Inc. (AAPL), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/01/31

$AAPL has released its Q4 Fiscal Year 2024 earnings, reporting a revenue of $94.9 billion, marking a 6% year-over-year increase. Key highlights include a record iPhone revenue of $46.2 billion, and an all-time high in Services revenue at $25 billion. Risks include a one-time tax charge impacting net income and future uncertainties surrounding the macroeconomic landscape.

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00:01:44

Visa Inc. (V), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/01/31

$V has released its fiscal Q4 & full-year 2024 earnings. Key stats show $9.6B in revenue (+12% YoY) and EPS at $2.71 (+16%). Risks include regulatory scrutiny from the DOJ lawsuit and weakness in Asia-Pacific's volume growth.

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00:01:46

Mastercard Incorporated (MA), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/01/31

$MA has released its Q4 and full-year 2024 earnings, showing a solid performance with net revenues up 16% and adjusted net income increasing by 19% year-over-year. Key highlights include robust consumer spending and a diversified portfolio driving growth across various segments. Notably, the company continues to expand its partnerships and invest in innovative solutions, addressing the growing demand for digital payments while navigating risks like foreign exchange volatility and acquisition

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00:01:44

Thermo Fisher Scientific Inc (TMO), 2024 Q4 earnings...

Earnings Report Digest ·

2025/01/31

$TMO is set to release its Q4 earnings report, showcasing solid revenue growth of 5% year-over-year to $11.4 billion and adjusted EPS rising 8% to $6.10, reflecting strong operational performance. Key highlights include 23.9% adjusted operating margins and a positive trajectory across all business segments. Risks remain with continued fallout from COVID-related revenue runoff. As they look to 2025, they aim for revenue between $43.5 billion and $44 billion with EPS growth of 6% to 8%. Check details

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00:01:46

Caterpillar, Inc. (CAT), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/01/31

$CAT has released its earnings report for Q4 2024, showing adjusted profit per share at $5.14, down 2% year-over-year, with services revenue growing to a record $24 billion. Despite a 5% decrease in total sales to $16.2 billion, the backlog rose to $30 billion . For 2025, a slight drop in sales is anticipated, but services are expected to grow . Risks include lower sales volumes and potential pricing pressures. Highlights include solid cash flow of $9.4 billion . For more details, visit

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00:01:43

Comcast Corporation (CMCSA), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/01/31

$CMCSA has released its latest earnings report, highlighting record revenue of $124 billion and adjusted EBITDA of $38 billion for 2024. Key growth in wireless and convergence revenue was noted, with adjusted EPS rising by 9%. However, the broadband segment faced challenges, losing 139K subscribers in Q4 due to intense competition.

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00:01:43

Sanofi (SNY), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/01/31

$SNY has released its earnings report, highlighting a strong performance for Q4 2024 with net sales up by 10.3% to €10.6 billion, continuing a trend of double-digit growth. Major products like Dupixent and Beyfortus are serving as growth drivers, while the gross margin is slightly down to 74.3%. Future risks include potential price competition and regulatory uncertainties.

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00:01:51

United Parcel Service, Inc. (UPS), 2024 Q4 earnings...

Earnings Report Digest ·

2025/01/31

$UPS has released its Q4 2024 earnings which show a revenue increase of 1.5% to $25.3 billion and an operating profit rise of 11.2% to $3.1 billion. While operating margins improved, risks remain with reliance on its largest customer and the transition with USPS. Future strategies aim for efficiency savings of $1 billion while focusing on high-value segments like SMBs and healthcare. However, revenue is expected to decline slightly in 2025 due to adjustments with Amazon, highlighting both challenges

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00:01:45

Marsh & McLennan Companies, Inc (MMC), 2024 Q4...

Earnings Report Digest ·

2025/01/31

$MMC has released its fourth-quarter earnings, showcasing solid growth despite market challenges. Key highlights include a 7% underlying revenue growth and an 11% increase in adjusted EPS to $1.87. Operational expenses surged due to the McGriff acquisition, leading to expected restructuring costs of $450-$500M over three years. Notably, risks include uncertain market conditions post-wildfires and fluctuating rates. However, the firm plans for continued capital returns and maintains a positive

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00:01:45

KLA Corporation (KLAC), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/01/31

$KLAC has released its earnings report for the June quarter 2024, showing robust results with revenue of $2.57B and non-GAAP EPS of $6.60, exceeding guidance. Key highlights include a 14% year-over-year growth in their services business and strong free cash flow of $832M. Risks include potential impact from market volatility and China dependencies. Looking ahead, KLA anticipates continued growth driven by advanced packaging opportunities, particularly due to AI and memory markets. For more details,

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00:01:44

Sherwin-Williams Company (The) (SHW), 2024 Q4...

Earnings Report Digest ·

2025/01/31

$SHW has released its Q4 and full-year 2024 earnings, showing strong performance in a challenging demand environment. Full-year sales increased slightly, with adjusted EPS up 15.5% to $11.33. Key stats reflect robust profitability and cash generation, but risks arise from higher interest expenses and ongoing softness in key markets.

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00:01:46

Altria Group, Inc. (MO), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/01/31

$MO has released its fourth quarter earnings report for 2024. Key highlights include a 3.4% growth in adjusted diluted EPS, propelled by $10.2 billion in cash returns to shareholders.

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00:01:32

Parker-Hannifin Corporation (PH), 2024 Q4 earnings...

Earnings Report Digest ·

2025/01/31

$PH has just released its earnings, showcasing a solid fiscal 2024 marked by strong Q4 results. Key stats include an 18% EPS growth , $3B record free cash flow , and 25.3% adjusted segment operating margins, highlighting improved profitability. Risks lie in softening industrial markets and currency headwinds.

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00:01:52

The Cigna Group (CI), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/01/31

$CI has released its earnings report for Q4 2024, revealing key financial metrics. The company achieved revenue growth of 27% to $247 billion, with adjusted EPS of $27.33, a 9% increase YoY, but slightly below expectations. Risks include higher medical costs in their stop-loss product, projected to impact margin recovery.

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00:01:51

Trane Technologies plc (TT), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/01/31

$TT Trane Technologies has released its Q4 2024 earnings, showcasing strong performance with 10% organic revenue growth and adjusted EPS growth of 20%. Key stats include a remarkable 109% free cash flow conversion and 12% CAGR in revenue since 2020.

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00:01:40

Atlassian Corporation (TEAM), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/01/31

$TEAM just released its Q4 FY24 earnings. Key stats show $4.4B revenue, over $1.4B free cash flow, and more than 300,000 customers. Risks include execution challenges and a volatile macro environment.

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Earnings Report Digest

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