Shopify (SHOP) Post-Earnings Analysis Shares of the cloud-based commerce platform, Shopify, are trading higher this morning following the company’s upbeat earnings results. Their strong performance was driven by growth in subscription solutions revenue, which rose from $444 million to $563 million year over year, thanks to more merchants signing up and the increase in pricing on its subscription plans. The company also enjoyed more fees from a metric called "gross payment volume," which measures the total value of orders processed through the payment platform. The increase in revenue helped the company surpass its net income expectations, reflecting significant growth from the same quarter last year when they reported a loss of $1.3 billion. This quarter’s net income came in at...
Walt Disney Company (DIS) Pre-earnings Analysis Chart done on daily timeframe. Disney is set to report its quarterly earnings tomorrow before market open and analysts are ambitious about their numbers. The company is set to report its third quarterly earnings above the 1.20 mark in earnings per share (EPS), which would be a big accomplishment for them since their struggles of the pandemic. The company endured many headwinds in the past four years as criticism rose around their leadership, but they managed to come out winning, proving their ability to once again thrive. Park attendance is expected to grow for the summer and Hulu/Disney+ is set to remain a big focus in terms of profitability. Disney’s operations are costly, so...
Intel Corporation Analysis Chart done on hourly timeframe. Intel Corporation recently announced a $10 billion cost reduction plan that includes layoffs and a dividend pause in an effort to improve its performance. While this might seem like positive news, it actually led to a 30% drop in the stock price following the announcement. The company's struggles began when Apple decided to stop using Intel's microchips. Since then, Intel's revenue has been declining year over year, from nearly $80 billion in 2021 to $54 billion in 2023. This decline in revenue has been accompanied by a significant drop in profitability, causing concern among investors that Intel is moving in the opposite direction of other companies in the semiconductor industry. While many...
Manhattan Associates (MANH) Analysis Chart done on daily timeframe. The leap for demand in supply chain management following the pandemic benefited companies like Manhattan Associates significantly, helping them grow their revenue by nearly 50% in the last three years alone. Having been in the game since the early 90s, MANH placed itself in a growing business and has slowly grown itself to be a a competitor in the industry. Their software solutions help manage supply chains, inventory, operations…etc. and they operate across the globe, giving them an edge over local companies. Their persistence over the years paid off, bringing them closer to breaking 1B in annual revenue, which they’re projected to do so this year. Being a software company, they’ve...
Volkswagen (VWAGY) Analysis Chart done on hourly timeframe. American investors have looked the other way when it comes to many offshore investments in recent years, placing the majority of their capital in American companies, however opportunities in foreign investments will eventually gain traction as portfolio diversification becomes a highlight again. Volkswagen is one of the companies that may benefit from those times when they come, largely because of their reputation and their large portfolio of car companies. VW owns brands like Audi, Porsche, Bentley, Lamborghini, Bugatti…and more, making them a conglomerate in their industry that’s nearly unmatched. Their dominance reflects in their revenue, which finished last year at nearly 350B. A standout number for VW is also their net income,...
