Forwarded from Walter Bloomberg
PANDORA CEO SAYS HIGH TARIFFS WILL BE PASSED ON TO U.S. CONSUMERS THROUGH PRICE HIKES
(@WalterBloomberg)
(@WalterBloomberg)
Forwarded from Walter Bloomberg
*DISNEY JUMPS 11% AFTER FULL-YEAR PROFIT OUTLOOK TOPS ESTIMATE
(@WalterBloomberg)
(@WalterBloomberg)
Forwarded from Live Squawk
Uber Q1 2025 Earnings
- Rev $11.35B (est $11.62B)
- Gross Bookings $42.82B (est $43.14B)
- Sees 2Q Gross Bookings $45.75B To $47.25B (est $45.85B)
- Sees 2Q ADJ. EBITDA $2.02B To $2.12B (est $2.05B)
- Rev $11.35B (est $11.62B)
- Gross Bookings $42.82B (est $43.14B)
- Sees 2Q Gross Bookings $45.75B To $47.25B (est $45.85B)
- Sees 2Q ADJ. EBITDA $2.02B To $2.12B (est $2.05B)
Forwarded from Live Squawk
Novo Nordisk Q1 2025 Earnings:
• FY Sales Growth (Constant FX): +13% to +21% (est. +18.6%)
• FY Operating Profit Growth (Constant FX): +16% to +24% (est. +22.4%)
• Wegovy Sales: DKK17.36B (est. DKK18.98B)
• Gross Margin: 83.5% (est. 83.8%)
• Pretax Profit: DKK37.03B (est. DKK35.26B)
• EBIT: DKK38.79B (est. DKK37.12B)
• Net Income: DKK29.03B (est. DKK27.91B)
• Sales: DKK78.09B (est. DKK78.7B)
• FY Sales Growth (Constant FX): +13% to +21% (est. +18.6%)
• FY Operating Profit Growth (Constant FX): +16% to +24% (est. +22.4%)
• Wegovy Sales: DKK17.36B (est. DKK18.98B)
• Gross Margin: 83.5% (est. 83.8%)
• Pretax Profit: DKK37.03B (est. DKK35.26B)
• EBIT: DKK38.79B (est. DKK37.12B)
• Net Income: DKK29.03B (est. DKK27.91B)
• Sales: DKK78.09B (est. DKK78.7B)
Forwarded from Live Squawk
$SMCI | Super Micro Computer Q3 25 Earnings:
• Net Sales: $4.60B (est. $4.76B)
• Adjusted EPS: $0.31 (est. $0.37)
• Sees Q4 Net Sales: $5.6B to $6.4B (est. $6.59B)
• Sees FY Net Sales: $21.8B to $22.6B (prev. $23.5B to $25B)
• Net Sales: $4.60B (est. $4.76B)
• Adjusted EPS: $0.31 (est. $0.37)
• Sees Q4 Net Sales: $5.6B to $6.4B (est. $6.59B)
• Sees FY Net Sales: $21.8B to $22.6B (prev. $23.5B to $25B)
Forwarded from Live Squawk
$AMD | Advanced Micro Devices Q1 25 Earnings:
• Rev: $5.47B (est. $5.49B)
• Adj. EPS: $0.96 (est. $0.94)
• Adj. Operating Income: $1.78B (est. $1.76B)
• Adj. Operating Margin: 24% (est. 24.6%)
• CAPEX: $212M (est. $172.6M)
• R&D Expenses: $1.73B (est. $1.69B)
• Sees Q2 25 Rev: $7.1B to $7.7B (est. $7.23B)
• Rev: $5.47B (est. $5.49B)
• Adj. EPS: $0.96 (est. $0.94)
• Adj. Operating Income: $1.78B (est. $1.76B)
• Adj. Operating Margin: 24% (est. 24.6%)
• CAPEX: $212M (est. $172.6M)
• R&D Expenses: $1.73B (est. $1.69B)
• Sees Q2 25 Rev: $7.1B to $7.7B (est. $7.23B)
$NKE
- PT $70으로 하향. 현재 주가는 $58.
- 사업 안정화에 시간 필요해보이나 재고 정리 등 옳은 방향 가는 거 같다
- 이익에 몇 가지 구조적인 역풍. 당분간은.. 이익 예상하기엔 가시성이 떨어진다
https://finance.yahoo.com/news/nike-price-target-lowered-70-133127981.html
- PT $70으로 하향. 현재 주가는 $58.
- 사업 안정화에 시간 필요해보이나 재고 정리 등 옳은 방향 가는 거 같다
- 이익에 몇 가지 구조적인 역풍. 당분간은.. 이익 예상하기엔 가시성이 떨어진다
https://finance.yahoo.com/news/nike-price-target-lowered-70-133127981.html
Yahoo Finance
Nike price target lowered to $70 from $80 at Telsey Advisory
Telsey Advisory lowered the firm’s price target on Nike (NKE) to $70 from $80 and keeps a Market Perform rating on the shares. The firm believes Nike is still several quarters away from reaching stabilization in the business, but the company is making “the…
Forwarded from Walter Bloomberg
$AAPL - APPLE'S CUE: SEARCHES IN BROWSER FELL FOR FIRST TIME IN APRIL
APPLE'S CUE: APPLE EXPLORING ADDING AI SEARCH TO ITS BROWSER
APPLE'S CUE: LOST SLEEP OVER POSSIBILITY OF LOSING REV. SHARE
APPLE'S CUE: BELIEVES PERPLEXITY, ANTHROPIC COULD BE OPTIONS
(@WalterBloomberg)
APPLE'S CUE: APPLE EXPLORING ADDING AI SEARCH TO ITS BROWSER
APPLE'S CUE: LOST SLEEP OVER POSSIBILITY OF LOSING REV. SHARE
APPLE'S CUE: BELIEVES PERPLEXITY, ANTHROPIC COULD BE OPTIONS
(@WalterBloomberg)
Forwarded from Walter Bloomberg
*TRUMP: MAJOR TRADE DEAL NEWS CONFERENCE TOMORROW AT 10AM
(@WalterBloomberg)
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내가 국장하면서 낸 세금이 뭐가 있었지...?
배당소득세 줄여준다는 감세 개념인걸까
세금을 새로 만들고 거기서 세제혜택을 주겠다는 증세 후 세제혜택 개념인걸까
배당소득세 줄여준다는 감세 개념인걸까
세금을 새로 만들고 거기서 세제혜택을 주겠다는 증세 후 세제혜택 개념인걸까
Forwarded from 대신증권 이지은의 인터넷/게임
구글, 5/8 보도
We continue to see overall query growth in Search. That includes an increase in total queries coming from Apple’s devices and platforms. More generally, as we enhance Search with new features, people are seeing that Google Search is more useful for more of their queries — and they’re accessing it for new things and in new ways, whether from browsers or the Google app, using their voice or Google Lens. We’re excited to continue this innovation and look forward to sharing more at Google I/O.
우리는 검색에서 전반적인 쿼리 증가세를 계속해서 확인하고 있습니다. 여기에는 애플 기기와 플랫폼에서 발생하는 전체 쿼리 증가도 포함됩니다. 보다 일반적으로는, 검색 기능이 새롭게 강화되면서 사용자가 더 다양한 쿼리에 대해 구글 검색이 유용하다고 느끼고 있으며, 이전보다 더 많은 목적과 방식으로 검색을 이용하고 있습니다. 브라우저나 구글 앱은 물론, 음성이나 구글 렌즈를 통한 접근도 늘어나고 있습니다. 앞으로도 이러한 혁신을 이어갈 수 있어 기대되며, 자세한 내용은 Google I/O에서 공유할 예정입니다.
https://blog.google/products/search/statement-press-reports-about-search-traffic/
We continue to see overall query growth in Search. That includes an increase in total queries coming from Apple’s devices and platforms. More generally, as we enhance Search with new features, people are seeing that Google Search is more useful for more of their queries — and they’re accessing it for new things and in new ways, whether from browsers or the Google app, using their voice or Google Lens. We’re excited to continue this innovation and look forward to sharing more at Google I/O.
우리는 검색에서 전반적인 쿼리 증가세를 계속해서 확인하고 있습니다. 여기에는 애플 기기와 플랫폼에서 발생하는 전체 쿼리 증가도 포함됩니다. 보다 일반적으로는, 검색 기능이 새롭게 강화되면서 사용자가 더 다양한 쿼리에 대해 구글 검색이 유용하다고 느끼고 있으며, 이전보다 더 많은 목적과 방식으로 검색을 이용하고 있습니다. 브라우저나 구글 앱은 물론, 음성이나 구글 렌즈를 통한 접근도 늘어나고 있습니다. 앞으로도 이러한 혁신을 이어갈 수 있어 기대되며, 자세한 내용은 Google I/O에서 공유할 예정입니다.
https://blog.google/products/search/statement-press-reports-about-search-traffic/
Google
Here's our statement on this morning’s press reports about Search traffic.
We continue to see overall query growth in Search. That includes an increase in total queries coming from Apple’s devices and platforms. More generally, as we enhance Se…
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$AAPL - APPLE'S CUE: SEARCHES IN BROWSER FELL FOR FIRST TIME IN APRIL APPLE'S CUE: APPLE EXPLORING ADDING AI SEARCH TO ITS BROWSER APPLE'S CUE: LOST SLEEP OVER POSSIBILITY OF LOSING REV. SHARE APPLE'S CUE: BELIEVES PERPLEXITY, ANTHROPIC COULD BE OPTIONS…
검색 쿼리가 줄어드는거로 맞은 것도 있겠고 애플이 다른 AI 검색 모델들을 옵션으로 생각한다는 것도 있을 거 같은데
우선 적어도 검색 쿼리는 안전했던거로
우선 적어도 검색 쿼리는 안전했던거로
Forwarded from Market News Feed
KAZKAHSTAN'S OIL AND CONDENSATE DAILY OUTPUT UP 6.5% TO 277,000 TONS IN APRIL - INTERFAX CITES ENERGY MINISTRY ...
메모장
KAZKAHSTAN'S OIL AND CONDENSATE DAILY OUTPUT UP 6.5% TO 277,000 TONS IN APRIL - INTERFAX CITES ENERGY MINISTRY ...
사우디에서 이라크 카자흐스탄 같은 애들이 자꾸 말 안듣고 기름 뽑아내는거 야마돌아서 이번에 5, 6월 증산 결정했는데 우선 카자흐스탄 얘네는 4월에 더 생산량 늘렸나보네 ㅋㅋ