Q2 US earnings calendar by The Transcript
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Dot Com Bubble vs. Now - Things don't look similar - at least from an earnings angle
Source: Barchart, BofA
Here’s how many times the word “AI” has been said on the earnings calls of some of the biggest companies in the world
Source: Evan, Uptrends
If you're not dropping the word AI in your earnings calls, you must not be playing the game right...
Source: BofA, The Transcript
Nvidia's Net Income hit another record high at $14.88 billion in Q1.
That's a 628% increase over last year's Net Income of $2.04 billion. $NVDA Source: Charlie Bilello
$NVDA publishes its Q1 FY 2025 report today.
The company is now the third-largest in the world, trailing only $MSFT and $AAPL, after seeing its market cap rise by 200% over the last year alone. Will the brutal momentum continue? Source: Quartr
All eyes are on Nvidia this week: Nvidia, $NVDA, earnings alone drove 42% and 37% of the S&P 500 year-over-year EPS growth in Q3 and Q4 2023.
The company also accounted for 11% of the entire S&P 500's return over the last 12 months. In Q1 2024, Nvidia’s contribution to the S&P 500's EPS growth is estimated to reach ~40%. Nvidia's Q1 2024 EPS and revenue are projected to grow by 474% and 241%, respectively. Source: The Kobeissi Letter, BofA
Not all new highs are the same.
Awesome chart from @sonusvarghese thru Ryan Detrick here. End of March, SPX up 10.2% YTD. Only 3.1% from EPS growth and the rest (7.1%) was from multiple expansion. On 5/15, SPX up 11.1% YTD. Now 5.3% from EPS growth and 6.0% from multiple expansion.
