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Recent Posts
Meta
Tag Archives: Earnings
Intel Reports Factors Operating With > 90% On-Time Deliveries
Intel reported AH and is trading down over 5 percent on weaker than expected margin guidance, or whatever you want to assign to the price noise. The outlook, at least to us, for the semis and the electronics industry, in … Continue reading
Ten Plus Plus Great Weekend Reads – March 15
Markets Active investors are depressed, but not depressed enough – FT Over his long and illustrious career, Mr Buffett has beaten the market handily, but over the past 10 years, the return of Berkshire Hathaway shares is 274 per cent. … Continue reading
Posted in Uncategorized, Weekend Reads
Tagged Debt, Earnings, Emerging Markets, Flows, MMT
1 Comment
iPhone Inflation Drives Apple Earnings, Again
Apple continues to rely on iPhone inflation for revenue growth as unit sales quarterly year-on-year growth was flat for the 12th consecutive quarter. The almost 30 percent increase in iPhone revenue is due to price increases. Unit sales growth for … Continue reading
Harbinger? Dropping Like A BlackRock
Source: Holger Zschaepitz @Schuldensuehner Wow. Completely missed the 34 percent flop in Blackrock, the world’s most massive shadow bank, from its $594.52 January high. Now trading through the key $400 level, with … Continue reading
Apple Grows Q3 Revs By 17 Percent
Apple out with earnings. Stock up about 3 percent in after hours. Revenues We note: 1) the 17 percent overall revenue growth, still impressive given the size of the company; 2) looks like no blowback yet on trade with China, … Continue reading
Alphabet Revenue Growth Up 26 Percent
Alphabet announced earnings last night with a whopping 25.6 percent quarterly y/y revenue growth (23 percent on a constant currency basis). See earnings release here. It is stunning to us that an almost $900 billion market cap company can … Continue reading
Apple Double-Digit Revenue Growth Continues
Even global macro jockeys must monitor the world’s largest company. Amazing that an $850 billion market cap company can still grow y/y revenues at 13 percent. Just for some scale perspective, Apple’s quarterly revenues exceed the GDP of almost 70 … Continue reading
Apple Beats – What Else Is New?
Stunning revenue growth, 12 percent y/y, for an almost $900 billion market cap company. Aren’t these big guys supposed to grow like… err, um…utilities? Services continue to rip, up 34 percent y/y, and now equivalent to almost 30 percent of revenues … Continue reading
Six Charts of Christmas: Profits – FT
John Authers asks if US profits and profit margins are due to fall further in 2016. ► Subscribe to the Financial Times on YouTube: http://bit.ly/FTimeSubs (click here if charts are not observable)
Global Macro Monitor 