{"id":4790,"date":"2015-04-30T23:15:46","date_gmt":"2015-04-30T23:15:46","guid":{"rendered":"https:\/\/fundamentalis.com\/?p=4790"},"modified":"2015-04-30T23:15:46","modified_gmt":"2015-04-30T23:15:46","slug":"q1-15-revenue-growth-not-as-good-as-earnings","status":"publish","type":"post","link":"https:\/\/fundamentalis.com\/?p=4790","title":{"rendered":"Q1 ’15 Revenue Growth Not As Good As Earnings"},"content":{"rendered":"

Running through the Thomson Reuters Earnings Scorecard, Q1 ’15 SP 500 earnings are coming in with a 69% beat rate.<\/p>\n

EPS<\/strong><\/em><\/p>\n

Beat: 69%<\/p>\n

Match: 11%<\/p>\n

Below: 20%<\/p>\n

However, SP 500 Revenue<\/strong><\/em> is an issue:<\/p>\n

Beat: 44%<\/p>\n

Match: 0%<\/p>\n

Below: 56%<\/p>\n

As of April 29th, 2015, Q1 ’15 SP 500 earnings have now increased 6.7%, versus last weekend’s 5% expected growth rate.<\/p>\n

The sectors with the biggest revenue misses have been Consumer Discretionary, (-3% surprise factor), Industrial’s (-3%), and Materials, with a surprise factor of -5%.<\/p>\n

Surprisingly, Energy has had a 7% positive surprise factor. Didnt expect that, but this speaks to “expectations” and this was before Exxon Mobil’s positive surprise this morning.<\/p>\n

I’m trying to get a data point on just how much of a percentage hit “currency” cost the SP 500. So far, while it shows up in individual reports, I can’t get a macro data point.<\/p>\n

The regular Weekly Earnings Update will be out Friday night, May 1st or Saturday morning, May 2nd.<\/p>\n

 <\/p>\n

 <\/p>\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

Running through the Thomson Reuters Earnings Scorecard, Q1 ’15 SP 500 earnings are coming in with a 69% beat rate.…<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[114],"tags":[],"class_list":["post-4790","post","type-post","status-publish","format-standard","hentry","category-sp-500-revenue-growth"],"jetpack_featured_media_url":"","jetpack_sharing_enabled":true,"post_mailing_queue_ids":[],"_links":{"self":[{"href":"https:\/\/fundamentalis.com\/index.php?rest_route=\/wp\/v2\/posts\/4790","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fundamentalis.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fundamentalis.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fundamentalis.com\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/fundamentalis.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=4790"}],"version-history":[{"count":2,"href":"https:\/\/fundamentalis.com\/index.php?rest_route=\/wp\/v2\/posts\/4790\/revisions"}],"predecessor-version":[{"id":4792,"href":"https:\/\/fundamentalis.com\/index.php?rest_route=\/wp\/v2\/posts\/4790\/revisions\/4792"}],"wp:attachment":[{"href":"https:\/\/fundamentalis.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=4790"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fundamentalis.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=4790"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fundamentalis.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=4790"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}