Earnings Report Digest

Apollo Global Management (APO), 2024 Q4 earnings digest

$SPOT has released its Q4 2024 earnings, showcasing strong MAU growth of 35 million, reaching 675 million, and 11 million new subscribers—tying its best quarter in 5 years. Total revenue reached EUR4.2B, up 17% YoY, while gross margin hit a record 32.2%. Future risks include typical Q1 seasonal slowdowns, yet prospects for increased profitability and continued growth look promising, particularly i...

$UBS reports strong fourth-quarter results and full-year net profit of $5.1B for 2024, reflecting disciplined integration with Credit Suisse. Key stats: CET1 capital ratio at 14.3%, underlying return on CET1 capital up to 10%.

$MUFG has released their earnings report for FY '23, showcasing a strong performance. Key highlights include a record net operating profit of ¥1.84 trillion, a solid rise in net fees and commissions, and improved expense ratios. However, credit costs rose due to overseas allowances, raising some concerns about financial health.

$KKR has released its Q4 2024 earnings, reporting fee-related earnings per share of $0.94, up 24% YoY, and adjusted net income at $1.32, a 32% increase. The firm raised $27 billion in capital this quarter, reflecting growth potential. Key highlights include strong management fees and a robust funding environment. However, geopolitical risks remain. With total assets under management reaching $100...

$PEP has just released its Q4 and Full Year earnings report, showing cautious optimism for 2025. Key stats reveal modest revenue growth of 1.4% in Q4, but risks include a volatile consumer environment and dampened demand for snacks. Key highlights: profitability remains strong with EPS guidance reflecting careful financial management.

$MRK has released its Q4 results, reflecting strong growth fueled by key products like KEYTRUDA and WINREVAIR, although GARDASIL faced challenges in China. Key stats reveal total revenues at $15.6 billion (+7%) and EPS of $1.72. The ongoing supply chain dynamics and regulatory changes pose risks, particularly for GARDASIL, while oncology and animal health present growth opportunities. The pipeline...

Trending stocks, Feb 4, 2025

$PLTR has released its Q4 2024 earnings report, showing robust growth with an EPS of $0.14, beating expectations. Revenue soared 36% year-over-year to $827.52M, outpacing previous forecasts. Highlights include a 64% surge in U.S. commercial revenue and a 81 Rule of 40 score. Key risks remain in international growth and dependency on AI adoption. The outlook features anticipated revenue growth of 3...

Trending stocks, Feb 3, 2025

$PSX just released its Q4 2024 earnings. The company reported an adjusted loss of $0.15 per share, a slight beat, but revenue of $33.99B missed expectations, declining 12.27% year-over-year. Key stats show profitability pressures with rising costs and an elevated net debt-to-capital ratio, impacting financial health.

$CHTR has released its Q4 2024 earnings report, announcing an EPS of $10.10, beating estimates by $0.96, and revenue of $13.93B, up 1.57% year-over-year, beating expectations by $46.41M.

$GWW released its Q4 2024 earnings, showing an EPS of $9.71, 3 cents below estimates, alongside revenues of $4.23B, missing expectations by $6.32M—exhibiting a 5.9% YoY increase. Key stats reveal a strong operating margin of 15% (+40bps YoY), but forecast risks include sluggish MRO market growth.

$AON has released its Q4 2024 earnings report, posting an EPS of $4.42, beating estimates by $0.17, while revenue reached $4.15B, a 22.87% year-over-year increase. However, revenue slightly missed expectations by $58.54M.

$ETN has released its Q4 2024 earnings. The company reported an EPS of $2.83, beating expectations slightly, while revenue of $6.24B fell short of estimates. Key stats highlight a strong profitability aspect with a segment margin at 24.7%, but sales missed due to hurricane impacts and labor issues in Aerospace.

$NVS Novartis AG has released its Q4 2024 earnings report, showcasing solid growth. Key metrics: EPS of $1.98 (+33%) and revenue of $13.15B (+15.14% Y/Y). Risks include anticipated generic competition impacting sales and the potential for revenue fluctuations. Highlights include a 38.7% core operating margin, with the company projecting mid-single-digit growth for 2025. Future opportunities lie in...

$ABBV released its Q4 2024 earnings, revealing adjusted EPS of $2.16, missing estimates by $0.10, but total revenues of $15.10B surpassed expectations, showing a 6.1% growth. Risks include ongoing biosimilar pressures for Humira, while highlights include strong performances from Skyrizi and Rinvoq, contributing to a 22% revenue boost. Future outlook suggests robust mid-single-digit revenue growth...

$XOM has released its Q4 2024 earnings report, showing an EPS of $1.67, beating estimates by $0.12, while revenue of $83.43B fell short by $3.77B, highlighting some risks in overall financial health. Highlights include strong cash flow at $55B and an industry-leading return on capital employed of 13%.

Trending stocks, Jan 31, 2025

$AAPL has released its Q4 Fiscal Year 2024 earnings, reporting a revenue of $94.9 billion, marking a 6% year-over-year increase. Key highlights include a record iPhone revenue of $46.2 billion, and an all-time high in Services revenue at $25 billion. Risks include a one-time tax charge impacting net income and future uncertainties surrounding the macroeconomic landscape.

$V has released its fiscal Q4 & full-year 2024 earnings. Key stats show $9.6B in revenue (+12% YoY) and EPS at $2.71 (+16%). Risks include regulatory scrutiny from the DOJ lawsuit and weakness in Asia-Pacific's volume growth.

$MA has released its Q4 and full-year 2024 earnings, showing a solid performance with net revenues up 16% and adjusted net income increasing by 19% year-over-year. Key highlights include robust consumer spending and a diversified portfolio driving growth across various segments. Notably, the company continues to expand its partnerships and invest in innovative solutions, addressing the growing dem...

$TMO is set to release its Q4 earnings report, showcasing solid revenue growth of 5% year-over-year to $11.4 billion and adjusted EPS rising 8% to $6.10, reflecting strong operational performance. Key highlights include 23.9% adjusted operating margins and a positive trajectory across all business segments. Risks remain with continued fallout from COVID-related revenue runoff. As they look to 2025...

$CAT has released its earnings report for Q4 2024, showing adjusted profit per share at $5.14, down 2% year-over-year, with services revenue growing to a record $24 billion. Despite a 5% decrease in total sales to $16.2 billion, the backlog rose to $30 billion . For 2025, a slight drop in sales is anticipated, but services are expected to grow . Risks include lower sales volumes and potential pric...

$CMCSA has released its latest earnings report, highlighting record revenue of $124 billion and adjusted EBITDA of $38 billion for 2024. Key growth in wireless and convergence revenue was noted, with adjusted EPS rising by 9%. However, the broadband segment faced challenges, losing 139K subscribers in Q4 due to intense competition.