Reply To: China and America, a Tale of Two Markets – Traders Market Weekly

#73134
Truman
Participant

PepsiCo (PEP 171.75, -2.10, -1.2%): beats by $0.06, misses on revs; provides FY24 guidance; announces 7% dividend increase
Motorola Solutions (MSI 315.80, -12.55, -3.8%): beats by $0.27, beats on revs; guides Q1 EPS above consensus, revs above consensus; guides FY24 EPS in-line, revs above consensus; $2 bln increase to share repurchase authorization
Dexcom (DXCM 125.01, -2.04, -1.6%): beats by $0.07, beats on revs; guides FY24 revs in-line
Pinterest (PINS 37.20, -3.52, -8.6%): beats by $0.01, misses on revs; guides Q1 revs in-line; Announces third-party ad integration with Google (GOOG); focusing on monetizing international markets by enabling ads to be served on Pinterest via Google’s Ad Manager
Expedia Group (EXPE 135.29, -24.18, -15.2%): beats by $0.05, reports revs in-line; announces the appointment of Ariane Gorin as Expedia Group’s CEO, effective as of May 13, 2024; Expects healthy travel demand in FY24 but warns growth rates across the world will decelerate; sees Q1 revenue growth below consensus; expects FY24 revenue growth in-line with the +10% in FY23, ahead of consensus
Affirm (AFRM 45.57, -3.65, -7.4%): beats by $0.18, beats on revs; guides Q3 revs above consensus
Cloudflare (NET 114.00, +23.69, +26.2%): beats by $0.03, beats on revs; guides Q1 EPS above consensus, revs in-line; guides FY24 EPS above consensus, revs in-line
Take-Two (TTWO 156.87, -12.73, -7.5%): beats by $0.18, reports revs in-line; guides Q4 EPS below consensus, revs below consensus
Bill.com (BILL 73.69, -2.06, -2.7%): beats by $0.23, beats on revs; guides Q3 EPS above consensus, revs in-line; raises FY24 EPS, revs guidance
Mohawk (MHK 109.79, +0.18, +0.2%): beats by $0.10, beats on revs; guides Q1 EPS below consensus
Illumina (ILMN 138.80, -4.53, -3.2%): beats by $0.13, beats on revs; guides FY24 revs in-line; aims to finalize GRAIL divestiture by end of Q2
Capri Holdings (CPRI 46.65, -0.89, -1.9%): misses by $0.53, misses on revs; does not intend to provide financial guidance