⚡️🇺🇸#FOMC
FOMC - пресс-конф:
- низкие ставки надолго - до достижения (и даже превышения) таргета по инфляции в 2% #дкп
- QE - до до ощутимого эффекта #qeqt
- стимулирование на полный газ до достижения таргетов по инфляции и безработице #печатныйстанок
FOMC - пресс-конф:
- низкие ставки надолго - до достижения (и даже превышения) таргета по инфляции в 2% #дкп
- QE - до до ощутимого эффекта #qeqt
- стимулирование на полный газ до достижения таргетов по инфляции и безработице #печатныйстанок
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❗️ВПЕРЕДИ
🇺🇸#QCOM - Qualcom - отчетность - 23:00мск
🇺🇸#ALGN - Alighn Technology - отчетность - 23:00мск
🇺🇸#F - Ford - отчетность - 23:05мск
🇺🇸#EBAY - Ebay - отчетность - 23:05мск
🇺🇸#FB - Facebook - отчетность - 23:05мск
🇺🇸#NOW - Servicenow - отчетность - 23:10мск
🇺🇸#MGM - MGM Resorts - отчетность - 23:15мск
🇺🇸#AAPL - Apple - отчетность - 23:30мск
🇺🇸#QCOM - Qualcom - отчетность - 23:00мск
🇺🇸#ALGN - Alighn Technology - отчетность - 23:00мск
🇺🇸#F - Ford - отчетность - 23:05мск
🇺🇸#EBAY - Ebay - отчетность - 23:05мск
🇺🇸#FB - Facebook - отчетность - 23:05мск
🇺🇸#NOW - Servicenow - отчетность - 23:10мск
🇺🇸#MGM - MGM Resorts - отчетность - 23:15мск
🇺🇸#AAPL - Apple - отчетность - 23:30мск
⚡️🇺🇸#ALGN #отчетность
Align Technology - Q1 Non-GAAP EPS of $2.49 beats by $0.48; GAAP EPS of $2.51 beats by $0.82.
Revenue of $894.8M (+62.4% Y/Y) beats by $77.17M.
Operating margin 25.2% vs. 23.9% consensus.
Align Technology - Q1 Non-GAAP EPS of $2.49 beats by $0.48; GAAP EPS of $2.51 beats by $0.82.
Revenue of $894.8M (+62.4% Y/Y) beats by $77.17M.
Operating margin 25.2% vs. 23.9% consensus.
⚡️🇺🇸#QCOM #отчетность
Qualcomm Q2 21 Earnings:
- QCT Revenue: $6.28B (exp $6.24B)
- Adj EPS: $1.90 (exp $1.67)
#прогноз Sees Q3 Revenue $7.1B To $7.9B (exp $7.12B)
Qualcomm Q2 21 Earnings:
- QCT Revenue: $6.28B (exp $6.24B)
- Adj EPS: $1.90 (exp $1.67)
#прогноз Sees Q3 Revenue $7.1B To $7.9B (exp $7.12B)
⚡️🇺🇸#FB #отчетность
Facebook- Q1 GAAP EPS of $3.30 beats by $0.96.
Revenue of $26.17B (+47.5% Y/Y) beats by $2.46B.
DAU of 1.88B vs. 1.89B consensus.
MAU of 2.85B vs. 2.86B consensus
#прогноз We expect 2021 total expenses to be in the range of $70-73 billion, updated from our prior outlook of $68-73 billion. The year-over-year growth in expenses is driven by investments in technical and product talent, infrastructure, and consumer hardware-related costs. We remain committed to investing for long-term growth and our expense outlook reflects the underlying strength of our business and the compelling investment opportunities we see across our products, including consumer hardware.
We expect 2021 capital expenditures to be in the range of $19-21 billion, down from our prior estimate of $21-23 billion. Our capital expenditures are driven primarily by our investments in data centers, servers, network infrastructure, and office facilities.
We continue to expect our full-year 2021 tax rate to be in the high-teens.
Facebook- Q1 GAAP EPS of $3.30 beats by $0.96.
Revenue of $26.17B (+47.5% Y/Y) beats by $2.46B.
DAU of 1.88B vs. 1.89B consensus.
MAU of 2.85B vs. 2.86B consensus
#прогноз We expect 2021 total expenses to be in the range of $70-73 billion, updated from our prior outlook of $68-73 billion. The year-over-year growth in expenses is driven by investments in technical and product talent, infrastructure, and consumer hardware-related costs. We remain committed to investing for long-term growth and our expense outlook reflects the underlying strength of our business and the compelling investment opportunities we see across our products, including consumer hardware.
We expect 2021 capital expenditures to be in the range of $19-21 billion, down from our prior estimate of $21-23 billion. Our capital expenditures are driven primarily by our investments in data centers, servers, network infrastructure, and office facilities.
We continue to expect our full-year 2021 tax rate to be in the high-teens.
⚡️🇺🇸#GRUB #отчетность
GrubHub - Q1 Non-GAAP EPS of -$0.56 misses by $0.59; GAAP EPS of -$0.81 misses by $0.51.
Revenue of $550.59M (+51.7% Y/Y) beats by $23.69M.
Non-GAAP Adjusted EBITDA: $(9.3) million, a decrease from $21.0 million in the first quarter of 2020.
Active Diners: 33.0 million, a 38% year-over-year increase from 23.9 million Active Diners in the first quarter of 2020.
Gross Food Sales: $2.6 billion, a 60% year-over-year increase from $1.6 billion in the first quarter of 2020
GrubHub - Q1 Non-GAAP EPS of -$0.56 misses by $0.59; GAAP EPS of -$0.81 misses by $0.51.
Revenue of $550.59M (+51.7% Y/Y) beats by $23.69M.
Non-GAAP Adjusted EBITDA: $(9.3) million, a decrease from $21.0 million in the first quarter of 2020.
Active Diners: 33.0 million, a 38% year-over-year increase from 23.9 million Active Diners in the first quarter of 2020.
Gross Food Sales: $2.6 billion, a 60% year-over-year increase from $1.6 billion in the first quarter of 2020
⚡️🇺🇸#EBAY #отчетность
eBay - Q1 Non-GAAP EPS of $1.09 beats by $0.02; GAAP EPS of $0.82 misses by $0.04.
Revenue of $3.02B (+27.4% Y/Y) beats by $50M.
GMV of $27.5B (+29% Y/Y) vs. consensus of $26.31B.
#прогноз Q2 2021 Guidance: Revenue to be in the range of $2.98 - $3.03B vs. consensus of $2.92B; GAAP EPS $0.67 - $0.72; and Non-GAAP EPS $0.91 - $0.96 vs. consensus of $1.01
eBay - Q1 Non-GAAP EPS of $1.09 beats by $0.02; GAAP EPS of $0.82 misses by $0.04.
Revenue of $3.02B (+27.4% Y/Y) beats by $50M.
GMV of $27.5B (+29% Y/Y) vs. consensus of $26.31B.
#прогноз Q2 2021 Guidance: Revenue to be in the range of $2.98 - $3.03B vs. consensus of $2.92B; GAAP EPS $0.67 - $0.72; and Non-GAAP EPS $0.91 - $0.96 vs. consensus of $1.01
⚡️🇺🇸#F #отчетность
Ford Motor - Q1 Non-GAAP EPS of $0.89 beats by $0.68; GAAP EPS of $0.81 beats by $0.63.
Automotive Revenue of $33.55B (+7.1% Y/Y) beats by $1.33B.
Total automotive EBIT outside North America was $454 million, $980 million better than same quarter a year ago.
#прогноз Underlying trajectory of business improving; full-year adjusted EBIT now expected to be $5.5 billion to $6.5 billion, including ~$2.5 billion adverse effect from semiconductor shortage
⚠️#техи Глобальный дефицит полупроводников может быть не решен до 2022 года. Производство Ford может упасть на 1.1млн авто в этом году из-за дефицита полупроводников
Ford Motor - Q1 Non-GAAP EPS of $0.89 beats by $0.68; GAAP EPS of $0.81 beats by $0.63.
Automotive Revenue of $33.55B (+7.1% Y/Y) beats by $1.33B.
Total automotive EBIT outside North America was $454 million, $980 million better than same quarter a year ago.
#прогноз Underlying trajectory of business improving; full-year adjusted EBIT now expected to be $5.5 billion to $6.5 billion, including ~$2.5 billion adverse effect from semiconductor shortage
⚠️#техи Глобальный дефицит полупроводников может быть не решен до 2022 года. Производство Ford может упасть на 1.1млн авто в этом году из-за дефицита полупроводников
⚡️🇺🇸#NOW #отчетность
ServiceNow - Q1 Non-GAAP EPS of $1.52 beats by $0.17; GAAP EPS of $0.41 beats by $0.12.
Revenue of $1.36B (+30.8% Y/Y) beats by $20M.
Subscription revenues of $1.29B in Q1 2021,
representing 30% Y/Y growth.
1,146 total customers with over $1 million in annual contract value.
ServiceNow - Q1 Non-GAAP EPS of $1.52 beats by $0.17; GAAP EPS of $0.41 beats by $0.12.
Revenue of $1.36B (+30.8% Y/Y) beats by $20M.
Subscription revenues of $1.29B in Q1 2021,
representing 30% Y/Y growth.
1,146 total customers with over $1 million in annual contract value.
⚡️🇺🇸#MGM #отчетность
MGM Resorts - Q1 Non-GAAP EPS of -$0.68 beats by $0.19; GAAP EPS of -$0.69 beats by $0.17.
Revenue of $1.65B (-26.7% Y/Y) beats by $80M.
Consolidated Adjusted EBITDAR of $218M vs. consensus of $156.4M.
Adjusted Property EBITDAR margin of 19.8% vs. 23.6% ayear ago.
MGM Resorts - Q1 Non-GAAP EPS of -$0.68 beats by $0.19; GAAP EPS of -$0.69 beats by $0.17.
Revenue of $1.65B (-26.7% Y/Y) beats by $80M.
Consolidated Adjusted EBITDAR of $218M vs. consensus of $156.4M.
Adjusted Property EBITDAR margin of 19.8% vs. 23.6% ayear ago.
⚡️🇺🇸#AAPL #отчетность
Apple - Q2 GAAP EPS of $1.40 beats by $0.42.
Revenue of $89.6B (+53.7% Y/Y) beats by $12.31B.
iPhone $47.94B vs. $40.80B consensus.
Mac $9.1B vs. $6.90B consensus.
iPad $7.8B vs. $5.79B consensus.
Wearables, Home and Accessories $7.8B vs. $7.45B consensus.
Services $16.9B vs. $15.53B consensus.
💥#buyback увеличивает buyback
Authorised Boost Of $90B To Existing Buyback Program
💥#дивиденд увеличивает дивиденды
Boosts Quarterly Dividend To $0.22 (prev $0.205)
Apple - Q2 GAAP EPS of $1.40 beats by $0.42.
Revenue of $89.6B (+53.7% Y/Y) beats by $12.31B.
iPhone $47.94B vs. $40.80B consensus.
Mac $9.1B vs. $6.90B consensus.
iPad $7.8B vs. $5.79B consensus.
Wearables, Home and Accessories $7.8B vs. $7.45B consensus.
Services $16.9B vs. $15.53B consensus.
💥#buyback увеличивает buyback
Authorised Boost Of $90B To Existing Buyback Program
💥#дивиденд увеличивает дивиденды
Boosts Quarterly Dividend To $0.22 (prev $0.205)
🇺🇸#VZ
Verizon рассматривает возможность продажи медиаактивов - источники WSJ
Verizon рассматривает возможность продажи медиаактивов - источники WSJ
🔥⚠️🇺🇸#налоги #сша #макро
Байден представил свой план по налогам:
#физики повысить налог на зарабатывающих > $400 тыс в год. Ставка на доход увеличивается до 39.6% с 37%. Ставка на прирост капитала увеличивается до 39.6% с 20%!
#корпораты реформировать систему корпоративного налогообложения
#офшоры закрыть лазейки для корпоратов и физиков, позволяющие выводить прибыль и/или платить по пониженной ставке
Байден представил свой план по налогам:
#физики повысить налог на зарабатывающих > $400 тыс в год. Ставка на доход увеличивается до 39.6% с 37%. Ставка на прирост капитала увеличивается до 39.6% с 20%!
#корпораты реформировать систему корпоративного налогообложения
#офшоры закрыть лазейки для корпоратов и физиков, позволяющие выводить прибыль и/или платить по пониженной ставке