PODCAST

Earnings Report Digest

ValueVerge

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

business investing

All Episodes

00:01:54

Northrop Grumman Corporation (NOC), 2024 Q4 earnings...

Earnings Report Digest ·

2025/01/31

$NOC has released its latest earnings, highlighting a strong financial performance for Q4 2024. Key stats show a record backlog of $91.5 billion and a solid book-to-bill ratio of 1.23, indicating promising growth potential despite risks from international market fluctuations.

en-us

00:01:52

Banco Bilbao Vizcaya Argentaria (BBVA), 2024 Q4...

Earnings Report Digest ·

2025/01/31

$BBVA released its Q4 earnings results, showcasing a strong performance with notable growth metrics. The bank recorded a 17.2% increase in tangible book value per share, and a remarkable 19.7% return on tangible equity. Risks include fluctuating currency impacts and evolving market competition.

en-us

00:01:41

Roper Technologies, Inc. (ROP), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/01/31

$ROP has just released its quarterly earnings report, revealing strong growth and robust cash flow performance. For Q4, revenue increased by 16% to nearly $1.9 billion, with free cash flow surpassing $2 billion for the first time, reflecting a 32% margin. Despite minor restructuring costs, adjusted DEPS hit $4.81, exceeding expectations. The company is poised for 2025 with a positive outlook, targeting over 10% revenue growth. However, risks remain in the M&A market dynamics and external

en-us

00:01:53

Intel Corporation (INTC), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/01/31

$INTC has released its earnings report for Q4 2024, showing an EPS of $0.13, exceeding expectations, with revenue dipping by 7.44% year-over-year to $14.26B. Risks include declining margins in 2025 due to increased competition and macro uncertainties, particularly in the PC market.

en-us

00:01:18

Trending stocks, Jan 30, 2025

Earnings Report Digest ·

2025/01/31

Trending stocks, Jan 30, 2025

en-us

00:01:43

Corning Incorporated (GLW), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/01/30

$GLW announced its Q4 2024 earnings, reporting an EPS of $0.57, beating estimates by $0.01, and revenue of $3.87B, which marks an 18.4% Y/Y increase. Notable highlights include a 220 bps improvement in operating margin to 18.5% and a substantial free cash flow generation of $1.25 billion, up 42%.

en-us

00:01:52

Nasdaq, Inc. (NDAQ), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/01/30

$NDAQ has released its Q4 2024 earnings, reporting EPS of $0.76 (beating estimates) with revenues of $1.23B (missing expectations). Key stats reveal a 9% year-over-year revenue growth and a financial health boost with a gross leverage ratio reduced to 3.6x. However, risks persist with lower market activity impacting revenues. Q4 saw net income climb to $438M but revenue slightly missed expectations due to extensive competition. Looking ahead, Nasdaq aims to leverage tech innovations and strong

en-us

00:01:42

MSCI Inc. (MSCI), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/01/30

$MSCI has released its Q4 2024 earnings, reporting an EPS of $4.18, beating estimates, while revenue of $743.51M slightly missed expectations, increasing by 7.74% YoY. Despite strong operating metrics, risks include currency headwinds and cyclical pressures in asset management.

en-us

00:01:52

Norfolk Southern Corporation (NSC), 2024 Q4 earnings...

Earnings Report Digest ·

2025/01/30

$NSC has released its Q4 2024 earnings report, showing solid performance despite a slight revenue decline. Key highlights include an EPS of $3.04 (beating estimates by $0.10) and a revenue of $3.02B (-1.59% Y/Y). This reflects both operational efficiency and cost management, with operating ratio at 64.9, an improvement of 390 basis points from last year. Forward-looking, NSC anticipates modest volume growth, albeit facing potential headwinds such as coal pricing and tariffs.

en-us

00:01:54

Danaher Corporation (DHR), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/01/30

$DHR has released Q4 2024 earnings, noting an EPS of $2.14, missing estimates by $0.02. Revenue reached $6.54B, exceeding forecasts by $45.08M—a solid performance given a 2.08% year-over-year growth. Risks include a challenging funding environment in China and moderate demand in diagnostics.

en-us

00:01:36

International Business Machines (IBM), 2024 Q4...

Earnings Report Digest ·

2025/01/30

$IBM has released its Q4 2024 earnings, showcasing a 3% revenue growth and $12.7 billion in free cash flow, underscoring its solid financial health. Risks include currency fluctuations potentially impacting growth by around 2%. Highlights are a significant leap in software, notably Red Hat with 17% growth, and consulting seeing renewed contracts. Future opportunities lie in their strong AI portfolio and upcoming product launches, particularly the z17 mainframe. For detailed insights, check

en-us

00:01:44

T-Mobile US, Inc. (TMUS), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/01/30

$TMUS has released its Q4 2024 earnings, reporting an EPS of $2.50, beating estimates by $0.12, and revenue of $21.87B, up 6.81% year-over-year . The company highlights record postpaid net additions and service revenue growth of over 8%.

en-us

00:01:47

ASML, 2024 Q4 earnings digest

Earnings Report Digest ·

2025/01/30

$ASML has released its Q4 2024 earnings, reporting an EPS of $7.12 that exceeded expectations by $0.10, alongside revenue of $9.64B, reflecting a robust year-over-year growth of 22.46%. Key highlights include strong profitability metrics, signaling solid financial health.

en-us

00:01:52

Tesla, Inc. (TSLA), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/01/30

$TSLA released Q4 2024 earnings, showing record production and deliveries with nearly 2 million vehicles on an annualized basis. Despite challenges with battery pack constraints, Tesla's Model Y maintains its status as the best-selling vehicle globally.

en-us

00:01:51

Meta Platforms, Inc. (META), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/01/30

$META has released its Q4 2024 earnings, showcasing strong growth as total revenue reached $48.4 billion, up 21% YoY, with a notable operating income margin of 48%. However, expenses rose 5% with increased infrastructure costs as a key factor. Financial health is solid, with $77.8 billion in cash/assets vs. $28.8 billion in debt.

en-us

00:01:46

Brinker International, Inc. (EAT), 2024 Q4 earnings...

Earnings Report Digest ·

2025/01/30

$EAT has released its Q4 FY24 earnings report, highlighting a strong turnaround for Brinker International. Key stats reveal a 6.8% annual revenue increase and 210 basis points improvement in restaurant operating margin year-over-year.

en-us

00:01:51

Lam Research Corporation (LRCX), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/01/30

$LRCX just released its earnings report. The quarterly revenue reached $3.87B, exceeding guidance, with a gross margin of 48.5%. Notably, the customer support segment saw a 22% sequential growth, indicating improved utilization in memory fabs. However, DRAM reduced to 19% of systems revenue due to declining mature node investments. In a positive outlook, the company anticipates increased spending in both NAND and DRAM as AI influences technology upgrades.

en-us

00:01:46

Automatic Data Processing, Inc. (ADP), 2024 Q4...

Earnings Report Digest ·

2025/01/30

$ADP just released its Q4 Fiscal 2024 earnings, showcasing solid performance: 6% revenue growth and 12% adjusted EPS growth! However, caution is warranted with expected moderation in economic activity and potential retention pressures.

en-us

00:01:46

Microsoft Corporation (MSFT), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/01/30

$MSFT has announced its Q4 earnings, revealing annual revenue over $245 billion, up 15% YoY, driven by a cloud revenue surge of 23%. Key highlights include a 21% growth in Microsoft Cloud revenue to $36.8 billion , alongside a strong performance in Azure AI innovations. However, risks include ongoing capacity constraints in AI, which could temper future growth. The firm maintains solid financial health with operating margins at 43%. For more details, visit http://valueverge.com/MSFT.

en-us

00:02:44

Trending stocks, Jan 29, 2025

Earnings Report Digest ·

2025/01/30

Trending stocks, Jan 29, 2025

en-us

469 results

Earnings Report Digest

All Episodes

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...