Cyberattacks and Brasilian Write-off Don’t Deter UnitedHealth Group Investors
UnitedHealth Group reported second quarter earnings on July 16. Investors were happy putting the cyberattack and the cost of exiting Brasil behind them as the firm topped earnings forecasts. The…
Delta Airlines Made 400 Round Trips to the Sun in Mileage but Investors Weren’t Happy.
Delta Airlines reported second quarter earnings July 11th. The market wasn’t happy even though revenue beat expectations. It was their earnings per share that missed the target as the catalyst…
Pepsi Q2 Earnings Show Weakness in US But Other Segments are Picking Up The Slack.
PepsiCo reported Q2 2024 earnings. Revenue was slightly lower than expected but earnings per share were higher as the company improved gross margins. Business Insider reported that results were softened…
Semiconductor Industry Comparable Companies Analysis Shows Its Overvalued Among Other Things.
We are comparing Advanced Micro Devices, Arm Holdings, Broadcom, Intel, Micron Technology, Nvidia, Qualcomm and Texas Instruments. Our individual reports on these companies will be linked below. Individual Semiconductor Company…
Caterpillar FY2023 Shows Improved Costs and Margins but FY2024 Sees Flat Revenue.
We saw a few headlines recently about Caterpillar (NYSE:CAT) so we thought we would take a look ourselves. Caterpillar reported their Full year 2023 results on January 31. Revenue was…
Schlumberger Q1 2024 Earnings Weren’t Stellar But The Company Continues to Grow
Schlumberger announced first quarter 2024 earnings on April 19. Year over year results were positive continuing to grow, but quarter over quarter results were lower. Depending which media you consume…
Nvidia’s earnings didn’t disappoint but guidance suggests slow down
The much hyped and most anticipated earnings report since perhaps the Dot-Com era was Nvidia’s first quarter of 2025. They didn’t disappoints. Bloomberg said analysts were expecting $5.65 on $24.7…
AMD Q1 2024 earnings aren’t not even in the same league as Nvidia
AMD reported their Q1 2024 earnings on April 30th. Results were mixed and not too impressive despite the recent hype of its AI potential. We can’t see it usurping Nvidia.…
Walmart Q1 earnings exceeded expectations with consumers buying more at stable prices.
Walmart reported their Q1 2025 earnings on May 16th. Forecasted earnings were looking for $0.52 but, bargain hunters trying to avoid inflation, helped the retailer earn $0.63 per share much…
Home Depot Q1 2024 earnings show an economy struggling to expand.
Home Depot reported Q1 2024 earnings on May 14th. They just missed revenue expectations by $200 million but reaffirmed their full year guidance. In the wake of higher interest rates,…