Broadcom $AVGO reported earnings with adjusted EPS of $10.99, beating estimates of $10.42, and revenue of $11.96B, surpassing expectations of $11.71B. Costco $COST also released earnings with EPS of $3.92, exceeding estimates of $3.64, but revenue of $57.3B missed the expected $59.1B. Marvell $MRVL announced earnings with EPS of $0.46 in line with expectations and revenue of $1.43B, beating estimates of $1.42B.
Broadcom earnings unveiled: the real story. https://t.co/RRvNO0TM1y $AVGO 🎙️ @DrillDownPod #DrillDownEarnings @FuturumGroup #DDE
Marvell Technology earnings: what the headlines didn't tell you.📉 https://t.co/JFdfGKYZYk $MRVL 🎙️ @DrillDownPod #DrillDownEarnings @FuturumGroup #DDE
Oracle $ORCL March call option implied volatility is at 76, March weekly is at 57; compared to its 52-week range of 18 to 47 into the expected release of quarter results after the bell on March 11. https://t.co/TRvmP4VGeg
Broadcom Inc $AVGO Earnings: - Diluted EPS of $2.84 - Adjusted Diluted EPS of $10.99 - Revenue of $11.96 billion (+34% YoY) “We are pleased to have two strong drivers of revenue growth for Broadcom in the first quarter and fiscal year 2024. First, our acquisition of VMware is… https://t.co/8gjaxpCVbK
$MRVL (-4.1% pre) Marvell Technology stock slips on disappointing Q1 outlook - Y Finance https://t.co/QtC3UGUG6A
$AVGO (-0.4% pre) Broadcom’s stock falls, with AI set for stronger showing as other areas sag - MW https://t.co/GTYpMNTafO
Marvell Technology’s Forecast Wasn’t Great. Analyst Says ‘Buy on Weakness.’ https://t.co/wQG5gGkaSh
One minute giving CONTEXT to Broadcom earnings report: what you need to know. https://t.co/HgXnkSf8kN $AVGO 🎙️ @DrillDownPod #DrillDownEarnings @FuturumGroup #DDE
The latest on Marvell Technology earnings: our brief breakdown of the most important bits. https://t.co/HgXnkSf8kN $MRVL 🎙️ @DrillDownPod #DrillDownEarnings @FuturumGroup #DDE
Marvell Technologies $MRVL Flat AH •EPS: $0.46 meets (exp. $0.46) •Revenue: $1.43b beats (exp. $1.42b) https://t.co/dSONX1aD8b
Broadcom's $AVGO CEO just said AI revenue for the company went up 4x YoY in its FYQ1 up to $2.3 Billion
Marvell Technology Gives a Weak Outlook. The Chip Stock Tanks. https://t.co/OPqeaFF1Yi
Broadcom's Q1 revenue beats estimates as AI powers demand for networking chips https://t.co/ffLYaRZ8o5 https://t.co/LjihnS8XPG
Broadcom's $AVGO most recent quarter visualized via @EconomyApp https://t.co/iSY2rH6yTR
Marvell $MRVL is down almost 10% in after hours following its earnings https://t.co/jLX3pWjuFS https://t.co/gwXqyW9lZj
$AVGO Broadcom Q1 FY24 VMWare acquisition completed in November 2023 (impacting infracstructure software segment). • Revenue +34% Y/Y to $12.0B ($240M beat). • Non-GAAP EPS $10.99 ($0.57 beat). FY24 guidance • Revenue ~$50B ($50.2B expected). • Adjusted EBITDA margin ~60%. https://t.co/F7O0hrwSGm
$DOCU | DocuSign Q4 Earnings: Revenue Beat, EPS Beat, Strong Guidance, 'Momentum' Across The Business And More DocuSign's fourth-quarter revenue increased 8% year-over-year to $712.4 million, which beat the consensus estimate of $699.18 million. he agreement cloud company… https://t.co/Fz8yHTyS0V
Broadcom’s stock has ridden the AI wave, but it’s cooling after earnings https://t.co/R8vRMMDkX6
$MRVL | Marvell Technology Q4 Earnings: Revenue Beat, EPS In Line, Weak Guidance Sends Shares Tumbling Marvell said fourth-quarter revenue increased 1% year-over-year to $1.427 billion, which beat the consensus estimate of $1.42 billion. The chip designer reported quarterly… https://t.co/0Mjx6yokMO
Marvell $MRVL options were pricing about an 11.6% move. Stock down about 11% at the moment: https://t.co/QFZCbKuIsn
$AVGO Broadcom beats, raises divdend by 14% to $5.25. Stock -3.8% AH https://t.co/4pvId5XSf8
DocuSign Shares Spike as Earnings Top Street Estimates https://t.co/UB0ID2TlAQ
$COST | Costco Q2 24 Earnings: - EPS $3.92 (est $3.62) - Rev $58.44B (est $59.04B)
$AVGO | Broadcom Q1 24 Earnings: - Adj EPS $10.99 (est $10.42) - Rev $11.96B (est $11.83B) - Semiconductor Solutions Rev $7.39B (est $7.7B) - Sees FY Rev Approx. $50.0B
Marvell’s stock drops as AI momentum is outweighed by pressure elsewhere https://t.co/SAxmo7zn5q
$AVGO | Broadcom Q1 Earnings: - EPS $10.99 (Est. $10.29) 🟢 - Sales $11.96B (Est. $11.71B) 🟢 - Fiscal 2024 Annual Revenue Guidance Of ~$50B Including Contribution From VMware, An Increase Of 40% From The Prior Year Period https://t.co/gmytrePhHc
COSTCO $COST JUST REPORTED EARNINGS EPS of $3.92 beating expectations of $3.64 Total Revenue of $58.4B missing expectations of $59.1B
Costco, $COST earnings: - Revenue $57.3B vs $59.1B - EPS $3.92 vs $3.64 Broadcom, $AVGO: - Revenue $11.96B vs $11.7B - EPS $10.99 vs $10.42 Live earnings at: https://t.co/Q2LOTrNnz0
$COST | Costco Q2 Earnings: - GAAP EPS $3.92 (Est. $3.61) 🟢 - Total Revenue $58.442B (Est. $59.156B) 🔴 https://t.co/TW7ruq9Q69
BROADCOM $AVGO JUST REPORTED EARNINGS EPS of $10.99 beating expectations of $10.42 Revenue of $11.96B beating expectations of $11.7B
$avgo falling
COSTCO $COST JUST REPORTED EARNINGS EPS of $3.92 beating expectations of $3.64 Revenue of $57.3B missing expectations of $59.1B
$MDB MongoDB beats, but guidance disappoints. -10.8% AH https://t.co/3ySgMOeRyp
$MRVL | Marvell Tech Q4 Earnings: - GAAP EPS $0.46 (Est. $0.46) - Sales $1.427B (Est. $1.420B) 🟢 - Sees Q1 2025 Adj. EPS $0.23 ± $0.05 (Est. $0.40) - Sees Q1 2025 Revenue $1.150B ± 5% (Est. $1.371B) - Announces $3B Stock Repurchase Authorization https://t.co/Uvqifz2Tco
Marvell, $MRVL earnings: - Revenue $1.43 B vs $1.42B - EPS $0.46 vs $0.46 - $3 billio share buyback MongoDB, $MDB: - Revenue $458M vs $435.6M - EPS $0.86 vs $0.48 Link: https://t.co/Q2LOTrNnz0
$MDB | MongoDB Q4 Earnings: - EPS $0.86 (Est. $0.47) 🟢 - Sales $458.00M (Est. $433.73M) 🟢 https://t.co/FHMX2fRZh5
MARVELL $MRVL JUST REPORTED EARNINGS EPS of $0.46 in line with expectations Revenue of $1.43B beating expectations of $1.42B Marvell just announced a new $3 Billion share buyback program
$DOCU DocuSign (DOCU) will report earnings. Analysts estimate $699.18M in revenue (+6.00% YoY) and $0.64 in earnings per share (-1.54% YoY). https://t.co/z0xRvQYgmD
$MDB MongoDB earnings after market close. Analysts estimate $433.73M in revenue (+20.04% YoY) and $0.47 in earnings per share (-17.54% YoY).
$COST Costco will report earnings. Analysts estimate $59.16B in revenue (+7.05% YoY) and $3.62 in earnings per share (+9.70% YoY).
$AVGO Broadcom will report after market close. Analysts estimate $11.71B in revenue (+31.35% YoY) and $10.26 in earnings per share (-0.68% YoY).
Broadcom better deliver some blowout earnings, otherwise a lot of downside as it trades at the highest valuation in its history at 12.5x forward sales. $AVGO https://t.co/ticultOgCj
$MDB MongoDB (MDB) will report earnings. Analysts estimate $433.73M in revenue (+20.04% YoY) and $0.47 in earnings per share (-17.54% YoY). https://t.co/KAVzl0vONw
Broadcom $AVGO earnings expected move has increased today, now about 8.5% and about 215 IV. Up from about 7.5% yesterday. Current expected move is pricing about a a $120 move in either direction: https://t.co/hnOm7O6j0R
$AVGO Broadcom will report earnings. estimate $11.71B in revenue (+31.35% YoY) and $10.26 in earnings per share (-0.68% YoY).
Costco $COST reports earnings today after the markets close, Wall ST is expecting numbers of EPS of $3.64 up 10.3% YoY Revenue of $59.1B up 6.9% YoY
Broadcom $AVGO reports earnings today after the markets close, Wall ST is expecting numbers of EPS of $10.42 up 0.9% YoY Revenue of $11.72B up 31.4% YoY
🇧🇷 Petro Bras $PBR March weekly call option implied volatility is at 91, March is at 47; compared to its 52-week range of 24 to 49 into the expected release of quarter results today after the bell.
Broadcom $AVGO March weekly call option implied volatility is at 192, March is at 87; compared to its 52-week range of 23 to 57 into the expected release of quarter results today after the bell. Call put ratio 4.4 calls to 1 put with focus on March weekly options. LAST PRICE… https://t.co/71s6gSvQsd
🌭Costco $COST March weekly call option implied volatility is at 133, March is at 56; compared to its 52-week range of 14 to 31 into the expected release of quarter results today after the bell. $780.79 +7.55 +1.0%
$MRVL Marvell Technology (MRVL) will report earnings Analysts estimate $1.42B in revenue (+0.07% YoY) and $0.46 in earnings per share (flat YoY).
Broadcom $AVGO Earnings Setup - Masterful Earnings Management Not a miss in sight, with consistent raises in Rev / EPS (but also a serial acquirer) - expensive to history, but cheap to server assemblers such as $SMCI - will AI drive big upward revisions here? https://t.co/5kdAcx8Aks
Costco $COST March weekly call option implied volatility is at 85, March is at 49; compared to its 52-week range of 14 to 31 into the expected release of quarter results after the bell on March 7. Home of the $1.50 hotdog🌭and soda🥤 https://t.co/wPlbjNwKeH
MongoDB $MDB March weekly call option implied volatility is at 233, March is at 131; compared to its 52-week range of 37 to 87 into the expected release of quarter results after the bell on March 7. https://t.co/qyXPZaxIeE
✍️ DocuSign $DOCU March weekly call option implied volatility is at 166, March is at 94; compared to its 52-week range of 30 to 77 into the expected release of quarter results after the bell on March 7. https://t.co/ZtLarSFHJx
🇧🇷Petro Bras $PBR March weekly call option implied volatility is at 72, March is at 46; compared to its 52-week range of 24 to 49 into the expected release of quarter results after the bell on March 7.
A look ahead at tomorrow's $AVGO Broadcom earnings. Options pricing nearly 8% in either direction. About $105-110ish. Last three earnings all saw moves less than 5.5% with 2 of them under 3%. So a lot more volatility priced in this time around. https://t.co/Ci8U6Ywgnb
$AVGO Tomorrow will be the most important day in Broadcom’s history. Over/under 57.5 times they mention AI? Buy.
Campbell Soup $CPB March weekly call option implied volatility is at 67 52-week range of 14 to 28 https://t.co/BFkH5slp4s
https://t.co/E25kt3DRmT $JD March weekly call option implied volatility is at 135, March is at 89; compared to its 52-week range of 34 to 64 the expected release of quarter results before the bell on March 6.
Foot Locker $FL March weekly call option implied volatility is at 235, March is at 140; compared to its 52-week range of 35 to 86 into the expected release of quarter results before the bell on March 6.
$MDB MongoDB (MDB) will report earnings. estimate $433.73M in revenue (+20.04% YoY) and $0.47 in earnings per share (-17.54% YoY). https://t.co/Poe8TzabTB