Amazon (AMZN) is set to report Q3 results after the bell today with a conference call slated for 5:30pm ET.
Alphabet (GOOGL, GOOG) is set to report Q3 earnings tonight after the close with a conference call to follow at 4:30pm ET.
AMD will report Q3 earnings tonight after the bell with a conference call which will begin at 5 p.m. ET (for context, AMD reported at 4:15 p.m. ET last period)
IROBOT (IRBT) is scheduled to report 3Q17 results after the close today with a conference call at 8:30am EST Oct 25th.
Chipotle (CMG) is set to report Q3 earnings after the close today (last quarter the co reported at 16:10). The co will host a conference call to discuss later at 16:30.
McDonalds (MCD) is scheduled to report Q3 earnings before the open tomorrow. The company reported last quarter's earnings at 7:58 am ET (and a conference call is scheduled for 11:00 am ET)
General Motors (GM) is set to report Q3 results before the open tomorrow. The conference call is scheduled for 9am ET.
Caterpillar, Dow component and world's largest construction and mining equipment maker, is scheduled to report Q3 results tomorrow before the bell.
Biogen will set the tone for the actively-traded biotech space on Tuesday, October 24, before the open.
General Electric (GE) is set to report Q3 results tomorrow before the market opens with a conference call to follow at 8:30am ET.
ISRG is expected to report third quarter earnings tonight after the close. There is a conference call scheduled for 16:30 (the company typically provides metric guidance on the conference call).
PYPL is expected to report third quarter earnings tonight after the close. IBM reported second quarter earnings at 4:05pm EST. There is a conference call scheduled for 5:00pm. PYPL typically updates quarter and full year guidance in press release
Netflix (NFLX) is set to report Q3 results after the bell with the shareholder interview set to commence at 6:00pm ET.
Ford Motors just detailed a strategic update to refocus the company. Ford reaffirms 2017 full-year financial guidance and 2018 outlook will be provided in January.
Alibaba (BABA) is set to report Q1 results tomorrow before the bell with a conference call slated for 7:30am ET.
AAPL is expected to report third quarter earnings tonight after the close. There is a conference call scheduled for 17:00 (the company typically guides in the press release).
AMD (AMD) will report Q2 results after the bell and host a call at 5pm.
The Street is looking for Q2 adj. EPS of $0.00 versus ($0.05) last year with rev up 12.7% Y/Y to $1.16 bln versus $1.12-1.18 bln guidance (+14-20% Q/Q).
AMD has guided for low double-digit revenue growth, gross margin expansion and non-GAAP net income -- FY17 non-GAAP EPS consensus $0.07 with revenue +12.8% to $4.82 bln.
AMD is the number two player in both CPUs and GPUs behind NVDA. The stock's comeback has mostly come on the heels importance of GPUs. Cryptocurrency mining has also created demand for GPUs.
AMD stock is not cheap at 3x FY17 sales or 45x EV/EBTDA... 2.6x FY18 sales or 26x EV/EBITDA
RESULTS
Advanced Micro beats by $0.02, beats on revs; guides Q3 revs above consensus; raises FY17 sales growth
- Reports Q2 (Jun) earnings of $0.02 per share, $0.02 better than the Capital IQ Consensus of ($0.00);
- Revenues rose 19.0% year/year to $1.22 bln vs the $1.16 bln Capital IQ Consensus, driven by higher revenue in the Computing and Graphics segment.
- Revenue up 24% sequentially, driven by increased sales in both business segments.
- Gross margin was 33 %, up 2 percentage points year-over-year due to a richer product mix and a higher percentage of revenue from the Computing and Graphics segment, driven by the first full quarter of Ryzen processor sales.
- Computing and Graphics segment revenue was $659 million, up 51 percent year-over-year, driven by demand for graphics and Ryzen desktop processors.
- Operating income $7 million, compared to an operating loss of $81 million in Q2 2016. The year-over-year improvement was driven primarily by higher revenue and improved product mix.
- GPU ASP increased year-over-year. Enterprise, Embedded and Semi-Custom segment revenue was $563 million, down 5 percent year-over-year primarily due to lower semi-custom SoC sales. In the quarter, AMD reached an important milestone by recognizing initial revenue from EPYC datacenter processor shipments.
Co issues upside guidance for Q3, sees Q3 revs of +20-26% Q/Q to ~$1.47-1.54 bln vs. $1.39 bln Capital IQ Consensus Estimate; adj. gross margin ~34%.
McDonalds (MCD) is scheduled to report Q2 earnings before the open tomorrow (and a conference call is scheduled for 11:00 am ET)
Alphabet (GOOGL, GOOG) is set to report earnings tonight after the close with a conference call to follow at 4:30pm ET. GOOGL usually reports results shortly after the bell.
Netflix (NFLX) is set to report Q2 results shortly after the bell (conference call scheduled for 6:00pm ET).