Reply To: Traders Market Weekly: America on Show; Big Oil, Apple, FOMC and Boeing


Netflix (NLFX 540.12, +47.93, +9.7%): misses by $0.11, beats on revs, net adds +13.12 mln; guides Q1 EPS above consensus, revs in-line; raises FY24 op mgn guidance; not interested in acquiring linear assets

Baker Hughes (BKR 31.57, +0.04, +0.1%): beats by $0.03, misses on revs

Texas Instruments (TXN 168.21, -6.13, -3.5%): beats by $0.11, reports revs in-line; guides Q1 EPS below consensus, revs below consensus

Steel Dynamics (STLD 115.01, -1.13, -1.0%): misses by $0.02, reports revs in-line; steel pricing has firmed, and customer order entry activity continues to be solid

SAP SE (SAP 174.35, +10.97, +6.7%): misses by €0.18, beats on revs; provides FY24 guidance; executing restructuring as it increases focus on growth areas, such as Business AI, affecting approximately 8,000 positions

Intuitive Surgical (ISRG 396.13, +24.72, +6.7%): beats by $0.12, beats on revenue, which is inline with guidance from January 8; worldwide da Vinci procedures grew 21%, also inline with guidance; anticipates FY24 procedure growth of +13-16% yr/yr