The Silver Lining of a Declining Market - Part 2

Continuing from Part 1...

• REVENUE -> QUARTERLY -> ANALYST
• (POV) * The fourth quarter was particularly weak: GE reported quarterly revenue of $31.4 billion, which was down 5% year over year, and missed analyst expectations by a whopping $2.66 billion
• (POV) * ; Viacom , which is exploring a merger with CBS , missed analyst forecasts for quarterly revenue on Thursday due to steep declines in U.S. advertising and sales through cable and satellite companies
• (POV) * ; (Adds background on U.S. affiliate and ad sales)Feb 8 (Reuters) - Viacom Inc, which is exploring a merger with CBS Corp, missed analystforecasts for quarterly revenue on Thursday due to steep declines in U.S. advertising and sales through cable and satellite companies
• REVENUE -> QUARTERLY -> ADVERTISING
• (POV) * ; Viacom , which is exploring a merger with CBS , missed analyst forecasts for quarterly revenue on Thursday due to steep declines in U.S. advertising and sales through cable and satellite companies
• (POV) * ... U.S. affiliate and ad sales)Feb 8 (Reuters) - Viacom Inc, which is exploring a merger with CBS Corp, missed analyst forecasts for quarterly revenue on Thursday due to steep declines in U.S. advertising and sales through cable and satellite companies
• (POV) * ... (Reuters) - Wall Street Journal-owner News Corp ( NWSA.O ) reported better-than-expected quarterly revenue and profit on Thursday, as growth in its online real estate business helped offset a fall in advertising revenue
• REVENUE -> QUARTERLY -> UNITED_STATES
• (POV) * ... percent before the bell on Thursday after the social network reported its first quarterly profit and better-than-expected revenue, helped by ads that better targeted users and sales growth outside the United States
• (POV) * ... shares surged 22 percent at the market open on Thursday after it reported its first quarterly profit and better-than-expected revenue, helped by ads that better targeted users and sales growth outside the United States
• REVENUE -> QUARTERLY -> TWITTER_INC
• (POV) * ; (Reuters) - Twitter Inc ( TWTR.N ) shares surged 25 percent before the bell on Thursday after the social network reported its first quarterly profit and better-than-expected revenue, helped by ads that better targeted users...
• REVENUE -> QUARTERLY -> MERGER
• (POV) * ; Viacom , which is exploring a merger with CBS , missed analyst forecasts for quarterly revenue on Thursday due to steep declines in U.S. advertising and sales through cable and satellite companies
• (POV) * ; (Adds background on U.S. affiliate and ad sales)Feb 8 (Reuters) - Viacom Inc, which is exploring a merger with CBS Corp, missed analyst forecasts for quarterly revenue on Thursday due to steep declines in U.S. advertising and sales through cable and satellite companies
• REVENUE -> QUARTERLY -> FORECASTS
• (POV) * ; Viacom , which is exploring a merger with CBS , missed analyst forecasts for quarterly revenue on Thursday due to steep declines in U.S. advertising and sales through cable and satellite companies
• (POV) * ; (Adds background on U.S. affiliate and ad sales)Feb 8 (Reuters) - Viacom Inc, which is exploring a merger with CBS Corp, missed analyst forecasts for quarterly revenue on Thursday due to steep declines in U.S. advertising and sales through cable and satellite companies
• REVENUE -> QUARTERLY -> CABLE
• (POV) * ; Viacom , which is exploring a merger with CBS , missed analyst forecasts for quarterly revenue on Thursday due to steep declines in U.S. advertising and sales through cable and satellite companies
• (POV) * ... sales)Feb 8 (Reuters) - Viacom Inc, which is exploring a merger with CBS Corp, missed analyst forecasts for quarterly revenue on Thursday due to steep declines in U.S. advertising and sales through cable and satellite companies
• REVENUE -> QUARTERLY -> ADS
• (POV) * ; (Reuters) - Twitter Inc ( TWTR.N ) shares surged 25 percent before the bell on Thursday after the social network reported its first quarterly profit and better-than-expected revenue, helped by ads that better targeted users and sales growth outside the United States
• (POV) * ; (Reuters) - Twitter Inc ( TWTR.N ) shares surged 22 percent at the market open on Thursday after it reported its first quarterly profit and better-than-expected revenue, helped by ads that better targeted users and sales growth outside the United States
• REVENUE -> QUARTERLY -> YEAR-OVER-YEAR
• (POV) * While quarterly revenue rose just 2% year-over-year, Twitter managed to cut costs by 28%, resulting in the company's first profitable quarter a goal CEO Jack Dorsey laid out on an earnings call in February 2017
• REVENUE -> ANALYST
• (POV) * The fourth quarter was particularly weak: GE reported quarterly revenue of $31.4 billion, which was down 5% year over year, and missed analystexpectations by a whopping $2.66 billion
• (POV) * Both figures beat analyst expectations, which called for earnings-per-share of $0.55, and revenue of $3.72 billion
• (POV) * Here's what Wall Street is expecting, according to Bloomberg analyst estimates: EPS (adjusted): $0.141 ( 0.10) Revenue: $686.4 million ( 494 million) Twitter said during its third quarter earnings call that there was a possibility it could turn a bottom-line,...
• (POV) * Fourth-quarter revenue, which only marginally beat analyst estimates at 2.19 billion euros ($2.7 billion), was lower than the year before
• (POV) * ; Viacom , which is exploring a merger with CBS , missed analyst forecasts for quarterly revenue on Thursday due to steep declines in U.S. advertising and sales through cable and satellite companies
• (POV) * Total revenue at Viacom fell 7.6 percent to $3.07 billion in the quarter, missing analyst estimates for $3.14 billion
• (POV) * ; (Adds background on U.S. affiliate and ad sales)Feb 8 (Reuters) - Viacom Inc, which is exploring a merger with CBS Corp, missed analystforecasts for quarterly revenue on Thursday due to steep declines in U.S. advertising and sales through cable and satellite companies
• REVENUE -> STOCK
• (POV) Despite the competitive environment, Tesla’s stock has soared 35 percent in the last year, making the company the second-most valuable U.S. automaker, with a market capitalization of $56.1 billion, just behind General Motors Co ( GM.N...
• (POV) * Here's a quick recap:I concluded that a 14% share price increase as a reward for the massive improvements in revenue, net income, free cash flow, and the balance sheet was pitiful and that the stock was significantly undervalued
• (POV) * ... always sandbags projections, the company will have generated TTM revenue, net income, and FCF at levels 56%, 142%, and 130%, respectively, better than at the peak of the previous DRAM cycle, and yet the stock is currently trading just 15% higher! Micron is earning nearly 2.5x as much profit as it was in late 2014 but is just 1.15x as valuable
• (POV) * The stock surged nearly 50% after a better than expected earnings report revived hopes its user growth and monetization can lead to sustainable revenue
• (POV) * Snap’s stock surged more than 25% after the company reignited revenue and user growth for the first time as a publicly traded firm, a promising sign that may reflect progress in persuading advertisers its Snapchat...
• REVENUE -> SPENDING
• (POV) * Collins pointed out YouTube commitment to spending more tackling fake news and inappropriate content amounted to just 0.1% of its estimated annual revenue
• (POV) * But the massive spending bill, coming less than two months after Republicans pushed through a tax cut that stands to slash federal revenue by a trillion dollars or more over a decade, has given plenty of Republicans heartburn
• (POV) * ... recently reestablished in 2010, essentially required that new legislation (including the new tax cuts) impacting government revenue does not increase budget deficits or else cuts must be made to mandatory spending
• (POV) * A disruption in government spending means no government paychecks to spend; lost business and revenue to private contractors; lost sales at retail shops, particularly those that circle now-closed national parks; and less tax revenue for...
• (POV) * Unlike states, the federal government doesn't have to balance its budget every year, which means you can slash revenue without having to cut spending to compensate, at least not immediately
• REVENUE -> INVESTORS
• (POV) * (FortuneMagazine)Here s why analysts are still frustrated with Twitter despite it reporting its first profit ; Twitter surprised investors and followers Thursday with revenue gains and its first profit , but some analysts say the company is still withholding vital information
• (POV) * ; (Reuters) - The New York Times Co ( NYT.N ) pleased investors with market-beating profit and revenue as digital subscriptions surged, underscoring the turnaround in its fortunes that had wavered as fewer people bought newspapers
• (POV) * ; By Laharee Chatterjee(Reuters) - The New York Times Co (NYT.N) pleased investors with market-beating profit and revenue as digital subscriptions surged, underscoring the turnaround in its fortunes that had wavered as fewer people bought newspapers
• (POV) * Twitter's previous inability to turn a profit or turn out consistent revenue growth had confounded investors given the company's ubiquitous presence in the media and popularity among celebrities, athletes and politicians such as U.S. President Donald Trump
• REVENUE -> FOURTH-QUARTER
• (POV) * CVS posted better-than-expected fourth-quarter results, beating Wall Street's earnings and revenue estimates
• (POV) * ; (Adds details on forecast, earnings, CEO comment; updates shares)Feb 8 (Reuters) - Goodyear Tire & Rubber Co on Thursday reported fourth-quarter revenue and profit ahead of analysts'estimates, benefiting from higher demand for its more expensive 17-inch and larger model tires
• (POV) * ; By Nandita BoseNEW YORK (Reuters) - Drugstore chain and pharmacy benefits manager CVS Health Corp (CVS.N) on Thursday reported fourth-quarter revenue and earnings that beat expectations and said it would use part of a $1.2 billion savings from the new U.S. corporate tax law to increase hourly pay for its workers
• (POV) * ; NEW YORK (Reuters) - Drugstore chain and pharmacy benefits manager CVS Health Corp ( CVS.N ) on Thursday reported fourth-quarterrevenue and earnings that beat expectations and said it would use part of a $1.2 billion savings from the new U.S. corporate tax law to increase hourly pay for its workers
• (POV) * The bank has previously said that it sees a $1 billion revenue opportunity in the Marcus loan and deposit platform CFO Marty Chavez, in the fourth-quarter earnings call, said Marcus was a "huge and important and exciting area of growth for us and one of the pillars of our growth plan
• (POV) * plummeted by about 9.3% after the company reported fourth-quarter profit and revenue beats but provided 2018 guidance that fell well short of expectations
• (POV) * plummeted by 8.2% after the company reported fourth-quarter profit and revenue beats but provided 2018 guidance that fell well short of expectations
• REVENUE -> EPS
• (POV) * Here's what Wall Street is expecting, according to Bloomberg analyst estimates: EPS (adjusted): $0.141 ( 0.10) Revenue: $686.4 million ( 494 million) Twitter said during its third quarter earnings call that there was a possibility it could turn a bottom-line, unadjusted...
• (POV) * Teva expects 2018 revenue of $18.3 billion to $18.8 billion, compared with the FactSet consensus of $19.24 billion, and 2018 adjusted EPS of $2.25 to $2.50, compared with the FactSet consensus of $3.83
• (POV) * Here are some financial highlights from the year: Revenue grew 20% to $1.05B and with the help of a better product mix, gross margins improved 130bps to 45.8% propelling EPS to $0.53 from $0.24 in 2016, a 121% boost
• (POV) * It forecast 2018 revenue of $18.3-$18.8 billion, down from $22.4 billion in 2017, and EPS ex-items of $2.25-$2.50, down from $4.01
• (POV) * Projections for 2018 are for revenue between $435 to $455 million (our estimate was, and remains $444 million) and adjusted diluted EPSbetween $1.32 to $1.44
• REVENUE -> INCOME
• (POV) * The investment bank saw revenue fall 5 per cent in the quarter but equities trading revenue improved and a drop of only 6.5 per cent in fixed income, currencies and commodities trading revenue is better than industry average, albeit somewhat helped by a lower comparison base in the previous year, said Goldman Sachs analysts
• (POV) Looking at Q3 2017, net income for shareholders was up just over 25% yoy due to the revenue growth combined with margin expansion
• (POV) * Here's a quick recap:I concluded that a 14% share price increase as a reward for the massive improvements in revenue, net income, free cash flow, and the balance sheet was pitiful and that the stock was significantly undervalued
• (POV) * Assuming Micron meets Q2 guidance, which is a conservative estimate considering the company almost always sandbags projections, the company will have generated TTM revenue, net income, and FCF at levels 56%, 142%, and 130%, respectively, better than at the peak of the previous DRAM cycle, and yet the stock is currently trading just 15% higher! Micron is earning nearly 2.5x as much...
• (POV) * The segment currently makes up 34% and Disney's consolidated revenue and operating income and this percentage has been trending higher for several years
• (POV) * The company has more than 240,000 workers in the U.S.The company on Thursday reported net revenue of $48.4 billion for the fourth quarter, up 5.3%, and net income of $3.29 billion, an increase of 92.6%
• REVENUE -> DIGITAL
• (POV) * ; (Reuters) - The New York Times Co ( NYT.N ) reported a better-than-expected quarterly profit and revenue on Thursday, as the newspaper publisher signed up more digital subscribers, which more than offset a decline in print sales
• (POV) * ; (Reuters) - The New York Times Co ( NYT.N ) pleased investors with market-beating profit and revenue as digital subscriptions surged, underscoring the turnaround in its fortunes that had wavered as fewer people bought newspapers
• (POV) * Print advertising revenue fell 8.4 percent even as digital advertising revenue rose 8.5 percent in the fourth quarter
• (POV)  * ; By Laharee Chatterjee(Reuters) - The New York Times Co (NYT.N) pleased investors with market-beating profit and revenue as digitalsubscriptions surged, underscoring the turnaround in its fortunes that had wavered as fewer people bought newspapers

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