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Category: Amazon

Amazon / Apple Earnings Previews: Amazon is a Little More Favored Here than Apple

October 30, 2024 Brian Gilmartin Leave a comment

When Amazon reports after their Q3 ’24 quarter after the closing bell on Thursday night, October 31, analyst consensus is…

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Posted in: Amazon, Apple (AAPL), WMT

Updating Walmart, Merck and Nike Post-Earnings

September 3, 2024 Brian Gilmartin Leave a comment

Walmart (WMT) is a position that is gradually creeping up the “Top 10 Client Position” rankings, mostly from the increase…

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Posted in: Amazon, MRK, WMT

Walmart Earnings Preview: E-Commerce and New Biz Ventures Could be More Lucrative Than Thought

August 11, 2024 Brian Gilmartin Leave a comment

The one thing about Walmart if you’ve followed them over the years (and this blog has modeled the financials since…

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Posted in: Amazon, Consumer Staples, Costco (COST), WMT

Walmart Earnings Preview: America’s Inflation Fighter and AI Beneficiary

May 14, 2024 Brian Gilmartin Leave a comment

Walmart (WMT) is expected to report their fiscal Q1 ’25 financial results before the opening bell on Thursday, May 16th,…

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Posted in: Amazon, WMT

Amazon Earnings Preview: The Model’s Evolving, AI Is Expected to Benefit Retail

April 28, 2024 Brian Gilmartin Leave a comment

The sell-side consensus around Amazon looking out 3 – 5 years is that revenue growth is expected to slow, i.e.…

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Posted in: Amazon

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