TraderNeo
2021-07-26
Who is ready for their huge earnings beat? Big tech never fail to disappoint
[Miser]
[Sly]
Big Tech Earnings Preview: Alphabet, Facebook, and Amazon
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":800101436,"tweetId":"800101436","gmtCreate":1627283492825,"gmtModify":1627283492825,"author":{"id":3576119840362689,"idStr":"3576119840362689","authorId":3576119840362689,"authorIdStr":"3576119840362689","name":"TraderNeo","avatar":"https://static.tigerbbs.com/85e1a1e44089d2f20240d3e7bc6fc0c7","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":3047,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Who is ready for their huge earnings beat? Big tech never fail to disappoint <span>[Miser] </span><span>[Sly] </span></p></body></html>","htmlText":"<html><head></head><body><p>Who is ready for their huge earnings beat? Big tech never fail to disappoint <span>[Miser] </span><span>[Sly] </span></p></body></html>","text":"Who is ready for their huge earnings beat? Big tech never fail to disappoint [Miser] [Sly]","highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/800101436","repostId":2154934710,"repostType":4,"repost":{"id":"2154934710","pubTimestamp":1627267260,"share":"https://www.laohu8.com/m/news/2154934710?lang=&edition=full","pubTime":"2021-07-26 10:41","market":"us","language":"en","title":"Big Tech Earnings Preview: Alphabet, Facebook, and Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=2154934710","media":"Motley Fool","summary":"Here's what to watch when the search engine, social media, and e-commerce giants report their Q2 earnings this week.","content":"<p>Three \"big techs\" scheduled to report their second-quarter 2021 results this week are Google parent <b>Alphabet</b> (NASDAQ:GOOG) (NASDAQ:GOOGL) on Tuesday, July 27, <b><a href=\"https://laohu8.com/S/FB\">Facebook</a></b> (NASDAQ:FB) on Wednesday, and <b>Amazon</b> (NASDAQ:AMZN) on Thursday. All three report after the market close.</p>\n<p>(<b>Apple</b> also reports on Tuesday, but this article doesn't discuss the iPhone giant.)</p>\n<p>Year-over-year growth expectations are unusually high for Alphabet and Facebook because their digital advertising-based businesses were significantly hurt in the year-ago period, which was the first full quarter affected by the COVID-19 pandemic. Many businesses were temporarily closed or operating at less than full capacity in that quarter. In other words, the search-engine and social-media leaders are facing easy sales comparables, and Alphabet is also facing an easy comparable on the bottom line.</p>\n<p>The same is not true with Amazon, as the e-commerce and all-around-tech titan's sales got a brisk tailwind in the year-ago period, as the pandemic drove consumers around the world to embrace online shopping. And its strong sales growth helped boost its profit.</p>\n<h2>Alphabet: Tuesday (earnings call at 4:30 p.m. EDT)</h2>\n<p>Going into the earnings week, Alphabet stock is outperforming shares of Facebook and Amazon, as well as the broader market, in 2021 to date (July 23) and over the last year. So far in 2021, Alphabet shares are up 51.8% (Class A) and 57.3% (Class C), Facebook stock is up 35.4%, and Amazon stock trails with a 12.3% gain. The e-commerce mammoth's stock is the only <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the three underperforming the <b>S&P 500</b>, which has returned 18.4% so far this year.</p>\n<p>Here's what Wall Street is expecting in Alphabet's report:</p>\n<table>\n <thead>\n <tr>\n <th>Metric</th>\n <th>Q2 2020 Result</th>\n <th>Wall Street's Q2 2021 Consensus Estimate</th>\n <th>Wall Street's Projected Change</th>\n </tr>\n <tr>\n <td><p>Revenue</p></td>\n <td><p>$38.3 billion</p></td>\n <td><p>$56.0 billion</p></td>\n <td><p>46%</p></td>\n </tr>\n <tr>\n <td><p>Earnings per share (EPS)</p></td>\n <td><p>$10.13</p></td>\n <td><p>$19.21</p></td>\n <td><p>90%</p></td>\n </tr>\n </thead>\n</table>\n<p>Data sources: Alphabet and Yahoo! Finance.</p>\n<p>As to Alphabet's low-bar comparable, in the the year-ago period, its revenue edged down 2% and its EPS dropped 29% year over year.</p>\n<p>For context, in the first quarter, Alphabet's revenue jumped 34% year over year to $55.3 billion. EPS rocketed 166% to $26.29, crushing the $15.82 Wall Street was expecting.</p>\n<h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a77e9fd8c158aba668302c7d31a0fcd7\" tg-width=\"720\" tg-height=\"555\" referrerpolicy=\"no-referrer\"><span>Data by YCharts.</span></p></h2>\n<h2>Facebook: Wednesday (earnings call at 5 p.m. EDT)</h2>\n<p>Here's what the Street is expecting from the social-networking behemoth:</p>\n<table>\n <thead>\n <tr>\n <th>Metric</th>\n <th>Q2 2020 Result</th>\n <th>Wall Street's Q2 2021 Consensus Estimate</th>\n <th>Wall Street's Projected Change</th>\n </tr>\n <tr>\n <td>Revenue</td>\n <td>$18.7 billion</td>\n <td>$27.8 billion</td>\n <td>49%</td>\n </tr>\n <tr>\n <td>Earnings per share (EPS)</td>\n <td>$1.80</td>\n <td>$3.02</td>\n <td>68%</td>\n </tr>\n </thead>\n</table>\n<p>Data sources: Facebook and Yahoo! Finance.</p>\n<p>Facebook didn't issue specific guidance, but CFO Dave Wehner said in last quarter's release that management expects Q2's \"year-over-year total revenue growth to remain stable or modestly accelerate relative to the growth rate in the first quarter of 2021 [48%] as we lap slower growth related to the pandemic during the second quarter of 2020.\"</p>\n<p>In the first quarter, Facebook's revenue soared 48% year over year to $26.2 billion. Growth was driven by a 30% year-over-year jump in the average price per ad and a 12% increase in the number of ads delivered. The number of daily and monthly active users rose 8% and 10%, respectively, year over year. EPS surged 93% to $3.30, speeding by the analyst consensus estimate of $2.37.</p>\n<h2>Amazon: Thursday (earnings call at 5:30 p.m. EDT)</h2>\n<p>Here are numbers to use as benchmarks.</p>\n<table>\n <thead>\n <tr>\n <th><p><b>Metric</b></p></th>\n <th><p><b>Q2 2020 Result</b></p></th>\n <th><p><b>Amazon's Q2 2021 Guidance</b></p></th>\n <th><p><b>Amazon's Projected Change</b></p></th>\n <th><p><b>Wall Street's Q2 2021 Consensus Estimate</b></p></th>\n <th><p><b>Wall Street's Projected Change</b></p></th>\n </tr>\n </thead>\n <thead></thead>\n <tbody>\n <tr>\n <td><p>Revenue</p></td>\n <td><p>$88.9 billion</p></td>\n <td><p>$110 billion to $116 billion</p></td>\n <td><p>24% to 30%</p></td>\n <td><p>$115.1 billion</p></td>\n <td><p>29%</p></td>\n </tr>\n <tr>\n <td><p>Earnings per share (EPS)</p></td>\n <td><p>$10.30</p></td>\n <td><p>N/A</p></td>\n <td><p>N/A</p></td>\n <td><p>$12.22</p></td>\n <td>19%</td>\n </tr>\n </tbody>\n</table>\n<p>Data sources: Amazon and Yahoo! Finance. Note: Amazon does not provide earnings guidance.</p>\n<p>While Amazon doesn't provide earnings guidance, it does issue an operating income outlook. For Q2, management guided for operating income to range from $4.5 billion to $8 billion. This range represents operating income <i>declining</i> by as much as 22% to <i>rising</i> by as much as 38% year over year.</p>\n<p>The company's Q2 revenue will include sales from its big annual Prime Day event, held in June this year. Last year, this event took place in the fourth quarter, while it's traditionally been in the third quarter.</p>\n<p>In the first quarter, Amazon's revenue surged 44% year over year to $108.5 billion, beating the $104.5 billion analysts had expected. EPS skyrocketed 215% to $15.79, demolishing the consensus estimate of $9.54.</p>\n<p>Again, Facebook reports on Tuesday, Alphabet on Wednesday, and Amazon on Thursday, all after the closing bell.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Big Tech Earnings Preview: Alphabet, Facebook, and Amazon</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBig Tech Earnings Preview: Alphabet, Facebook, and Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 10:41 GMT+8 <a href=https://www.fool.com/investing/2021/07/25/big-tech-earnings-preview-alphabet-facebook-and-am/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Three \"big techs\" scheduled to report their second-quarter 2021 results this week are Google parent Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) on Tuesday, July 27, Facebook (NASDAQ:FB) on Wednesday, and ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/25/big-tech-earnings-preview-alphabet-facebook-and-am/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2021/07/25/big-tech-earnings-preview-alphabet-facebook-and-am/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154934710","content_text":"Three \"big techs\" scheduled to report their second-quarter 2021 results this week are Google parent Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) on Tuesday, July 27, Facebook (NASDAQ:FB) on Wednesday, and Amazon (NASDAQ:AMZN) on Thursday. All three report after the market close.\n(Apple also reports on Tuesday, but this article doesn't discuss the iPhone giant.)\nYear-over-year growth expectations are unusually high for Alphabet and Facebook because their digital advertising-based businesses were significantly hurt in the year-ago period, which was the first full quarter affected by the COVID-19 pandemic. Many businesses were temporarily closed or operating at less than full capacity in that quarter. In other words, the search-engine and social-media leaders are facing easy sales comparables, and Alphabet is also facing an easy comparable on the bottom line.\nThe same is not true with Amazon, as the e-commerce and all-around-tech titan's sales got a brisk tailwind in the year-ago period, as the pandemic drove consumers around the world to embrace online shopping. And its strong sales growth helped boost its profit.\nAlphabet: Tuesday (earnings call at 4:30 p.m. EDT)\nGoing into the earnings week, Alphabet stock is outperforming shares of Facebook and Amazon, as well as the broader market, in 2021 to date (July 23) and over the last year. So far in 2021, Alphabet shares are up 51.8% (Class A) and 57.3% (Class C), Facebook stock is up 35.4%, and Amazon stock trails with a 12.3% gain. The e-commerce mammoth's stock is the only one of the three underperforming the S&P 500, which has returned 18.4% so far this year.\nHere's what Wall Street is expecting in Alphabet's report:\n\n\n\nMetric\nQ2 2020 Result\nWall Street's Q2 2021 Consensus Estimate\nWall Street's Projected Change\n\n\nRevenue\n$38.3 billion\n$56.0 billion\n46%\n\n\nEarnings per share (EPS)\n$10.13\n$19.21\n90%\n\n\n\nData sources: Alphabet and Yahoo! Finance.\nAs to Alphabet's low-bar comparable, in the the year-ago period, its revenue edged down 2% and its EPS dropped 29% year over year.\nFor context, in the first quarter, Alphabet's revenue jumped 34% year over year to $55.3 billion. EPS rocketed 166% to $26.29, crushing the $15.82 Wall Street was expecting.\nData by YCharts.\nFacebook: Wednesday (earnings call at 5 p.m. EDT)\nHere's what the Street is expecting from the social-networking behemoth:\n\n\n\nMetric\nQ2 2020 Result\nWall Street's Q2 2021 Consensus Estimate\nWall Street's Projected Change\n\n\nRevenue\n$18.7 billion\n$27.8 billion\n49%\n\n\nEarnings per share (EPS)\n$1.80\n$3.02\n68%\n\n\n\nData sources: Facebook and Yahoo! Finance.\nFacebook didn't issue specific guidance, but CFO Dave Wehner said in last quarter's release that management expects Q2's \"year-over-year total revenue growth to remain stable or modestly accelerate relative to the growth rate in the first quarter of 2021 [48%] as we lap slower growth related to the pandemic during the second quarter of 2020.\"\nIn the first quarter, Facebook's revenue soared 48% year over year to $26.2 billion. Growth was driven by a 30% year-over-year jump in the average price per ad and a 12% increase in the number of ads delivered. The number of daily and monthly active users rose 8% and 10%, respectively, year over year. EPS surged 93% to $3.30, speeding by the analyst consensus estimate of $2.37.\nAmazon: Thursday (earnings call at 5:30 p.m. EDT)\nHere are numbers to use as benchmarks.\n\n\n\nMetric\nQ2 2020 Result\nAmazon's Q2 2021 Guidance\nAmazon's Projected Change\nWall Street's Q2 2021 Consensus Estimate\nWall Street's Projected Change\n\n\n\n\n\nRevenue\n$88.9 billion\n$110 billion to $116 billion\n24% to 30%\n$115.1 billion\n29%\n\n\nEarnings per share (EPS)\n$10.30\nN/A\nN/A\n$12.22\n19%\n\n\n\nData sources: Amazon and Yahoo! Finance. Note: Amazon does not provide earnings guidance.\nWhile Amazon doesn't provide earnings guidance, it does issue an operating income outlook. For Q2, management guided for operating income to range from $4.5 billion to $8 billion. This range represents operating income declining by as much as 22% to rising by as much as 38% year over year.\nThe company's Q2 revenue will include sales from its big annual Prime Day event, held in June this year. Last year, this event took place in the fourth quarter, while it's traditionally been in the third quarter.\nIn the first quarter, Amazon's revenue surged 44% year over year to $108.5 billion, beating the $104.5 billion analysts had expected. EPS skyrocketed 215% to $15.79, demolishing the consensus estimate of $9.54.\nAgain, Facebook reports on Tuesday, Alphabet on Wednesday, and Amazon on Thursday, all after the closing bell.","news_type":1},"isVote":1,"tweetType":1,"viewCount":588,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":75,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/800101436"}
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