Disney (DIS 118.78, +7.00, +6.3%): beats by $0.20, reports revs in-line, Disney+ subscribers down 1% sequentially to 161.8 mln; Reaffirms guidance for revenue and operating income growth in high-single-digit range for FY23; Targeting $5.5 bln in cost savings and announces workforce reduction of 7,000 roles; intends to reinstate dividend by year end, and announces new corporate structure
Mattel (MAT 18.34, -2.16, -10.5%): misses by $0.11, misses on revs; guides FY23 EPS below consensus
Wynn Resorts (WYNN 109.05, +5.43, +5.2%): misses by $0.07, beats on revs
PepsiCo (PEP 174.20, +3.04, +1.8%): beats by $0.02, beats on revs; guides FY23 EPS below consensus; raises dividend
Duke Energy (DUK 100.51, +1.33, +1.3%): beats by $0.04, beats on revs; reaffirms FY23 EPS guidance
AppLovin (APP 16.54, +3.86, +30.4%): reports Q4 (Dec) results, beats on revs; guides Q1 revs above consensus
Sonos (SONO 20.47, +2.61, +14.6%): beats by $0.20, beats on revs; reaffirms FY23 revs guidance
Affirm (AFRM 13.16, -2.86, -17.9%): misses by $0.11, misses on revs; guides Q3 revs below consensus; guides FY23 revs below consensus; also announces 19% workforce reduction; downgraded to Sector Perform from Outperform at RBC Capital Mkts
Robinhood Markets (HOOD 10.92, +0.45, +4.3%): misses by $0.07 on GAAP EPS, misses on revs; Q1 likely to be another quarter of net interest revenue growth
O’Reilly Auto (ORLY 802.00, +14.64, +1.9%): beats by $0.63, beats on revs, Q4 comps +9.0%; guides FY23 EPS below consensus, revs above consensus
Digital Turbine (APPS 13.28, -2.93, -18.1%): misses by $0.08, misses on revs; guides FY23 EPS below consensus, revs below consensus; downgraded to Perform from Outperform at Oppenheimer