Category Archives: Earnings

Key Charts from IBM Earnings

Posted on April 19, 2011 by macromon

Wild trading in IBM in the after hours session.  The stock traded up almost to $170 a few minutes after earnings were announced then down to almost $160.  Strong numbers but apparently traders were not happy with the signings.  (click … Continue reading →

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Macro Notes from the Alcoa Conference Call

Posted on April 13, 2011 by macromon

Here is our takeaway from the Alcoa conference call.  We build our macro view on micro foundations.   Alcoa’s stock is down 7 percent since announcing earnings on Monday evening.  The following are excerpts from the conference call taken directly from … Continue reading →

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Charts from the Google Conference Call

Posted on January 20, 2011 by macromon
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Macro Notes from the Goldman Conference Call

Posted on January 19, 2011 by macromon

Here are what we believe were money quotes from Goldie ‘s earnings call.  All about the lack of client conviction. The take-away quote: There is no question, having all of that liquidity is a drag on our return. As you … Continue reading →

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Not Your Father’s IBM…

Posted on January 19, 2011 by macromon

IBM blew away estimates and was trading up $4.oo in after hours tradings.  Here’s a  couple of interesting charts from today’s earnings presentation.    Take a look how the company is transforming itself from what was primarily a hardware company … Continue reading →

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Money Quotes from the Apple Conference Call

Posted on January 19, 2011 by macromon

Read the following money quotes from the Apple earnings conference call and be stunned. Revenue …for the quarter was $26.7 billion, an increase of more than $11 billion over the prior December quarter’s result, representing growth of 71%. Mac We … Continue reading →

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JP Morgan’s Revenues: Tables & Charts

Posted on January 14, 2011 by macromon

Let’s start with the caveat we’re not stock analysts and the sheer size of JP Morgan’s balance sheet and the dynamic use of reserves makes it difficult to get a true picture of what’s really going on.   But it’s tough … Continue reading →

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Intel Inside: Macro Notes from the Conference Call

Posted on January 14, 2011 by macromon

Intel announced a 48 percent y/y jump in 4Q net income after the bell driven by strong corporate spending.  The company plans to step-up capital spending to $ 9 BN in 2011 with the emerging markets their main driver of  … Continue reading →

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