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Author: Brian Gilmartin

Tech Sector’s Historical EPS and Revenue Growth Heading into Q2 ’24 Earnings

July 22, 2024 Brian Gilmartin Leave a comment

Looking at the above table, the tech sector is expected – as of last Friday, July 19 ’24 – to…

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Posted in: GOOGL, Technology

Netflix Earnings Summary: Will Netflix Ever Lose the Narrow / No Moat Status ?

July 21, 2024 Brian Gilmartin Leave a comment

Netflix reported a revenue, operating income and EPS beat last Thursday night, July 18th ’24, while guidance looked to be…

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Posted in: Netflix

SP 500 Earnings: Large-Cap Growth Corrects as High Yield Credit Spreads Tighten

July 20, 2024 Brian Gilmartin Leave a comment

As of Thursday night, July 18, 2024, only 70 companies had reported Q2 ’24 earnings results, so the sample size…

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Posted in: 10-year Treasury yield, Credit markets, High-Yield Credit

JPMorgan and Citigroup Earnings Summaries: Like Both, But Citigroup is a Cheaper, Longer-Term Play

July 17, 2024 Brian Gilmartin Leave a comment

In the earnings preview written late last week on what was expected for the two banking giants Friday morning, July…

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Posted in: C, JPM

Netflix Earnings Preview: Still Innovating, Want to Own More, Waiting on a Pullback

Brian Gilmartin Leave a comment

Netflix (NFLX) is scheduled to report their Q2 ’24 financial results after the bell on Thursday, July 18 ’24, with…

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Posted in: Netflix

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Fundamentalis

  • SP 500 EPS / Revenue Growth, and Amazon Earnings
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  • Alphabet Earnings Preview: The Big Metrics: Free-Cash-Flow and Capex Guidance
  • IBM Earnings Preview: A Maddening Long Since the Late ’24 Breakout

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