Netflix has hinted at further price increases for subscribers in a letter to shareholders. The company plans to ask members to pay extra to reflect improvements, which will drive additional investment. SAP reported strong Q4 earnings with cloud revenue increasing by 20%. IBM also delivered positive Q4 results, with revenue beating estimates and AI demand accelerating. ServiceNow exceeded expectations in Q4, with subscription sales and revenue rising, driven by AI products. STMicroelectronics, T-Mobile, and Visa are also among the companies reporting earnings.
IBM's stock closes up 9.49%, at its highest level since June 2013, adding ~$20B to its market cap and up nearly 20% year-to-date, on strong AI services demand (@chukwubyke / Reuters) https://t.co/4acLSyAS3j 📫 Subscribe: https://t.co/OyWeKSRpIM https://t.co/f0WKalG4to
$TMUS | T-Mobile Q4 23 Earnings: - EPS $1.67 (est $1.91) - Rev $20.48B (est $19.68B) - Adj EBITDA $7.22B (est $7.28B)
$TMUS Q4 Earnings EPS: $1.67 v $1.90e Revenue: $20.48B v $19.7Be
$TMUS | T-Mobile US Q4 Earnings: - EPS $1.67 (Est. $1.90) - Sales $20.48B (Est. $19.64B)
⚠️JUST IN: *IBM SHARES SURGE 9% ON STRONG RESULTS, ACCELERATING AI ADOPTION https://t.co/wNKeRTkjm5 👈 $IBM https://t.co/c6OMvSy2qd
IBM’s stock is on pace for biggest gain in over 20 years. Its ‘underappreciated’ AI could drive it higher, analysts say https://t.co/b5UEawP5tt
"AI is the business now." @SaraEisen, @davidfaber and @carlquintanilla discuss $IBM's demand outlook following the company's results. https://t.co/iXBKw6Venm
The time is $NOW for GenAI enterprise demand. @ServiceNow CEO @BillRMcDermott joins @jimcramer, @carlquintanilla, and @davidfaber to discuss raising the company's guidance, the enterprise software's latest partnerships and its strong Q4 results. https://t.co/d1nDHQ2QKF
Pretty remarkable transformation @ArvindKrishna & team are orchestrating @IBM with AI + Hybrid Cloud - resulting in a blowout Q4 and highest market cap since he became CEO in Apr 2020. Congrats to our friends at #IBM - proud to be partnering with them in AI-powered Data Security! https://t.co/BYeziZbwIN https://t.co/5XhylxAoBH
Big Blue Gets Bigger: IBM Stock Soars to 11-Year High as AI Bet Begins to Pay Off https://t.co/eZzrITSZrL
.@DanielNewmanUV, CEO and Chief Analyst at @TheFuturumGroup, is quoted in a @MorningStarInc article discussing how @ServiceNow's is riding the momentum of a 27% jump in quarterly subscription sales and an aggressive push into #AI. https://t.co/q6X1UFBKn7 #ServiceNow #Earnings https://t.co/5XQEJydeLK
IBM STOCK IS HAVING ITS BEST DAY IN OVER 20 YEARS AND IS ABOUT TO HIT A NEW ALL TIME HIGH IBM REPORTED EARNINGS YESTERDAY AND BEAT ALL ESTIMATES $IBM https://t.co/i2uLzaLRGs
IBM shares soar to more than 10-year high on rosy AI outlook https://t.co/YkZFF38FYQ https://t.co/29j3WUbmFO
ServiceNow banks double digit sales gains amid push into enterprise workflow https://t.co/L8SaKNYAdA
$IBM having its best day since 2001 on positive guidance
CEO @BillRMcDermott says that @ServiceNow is “building a masterpiece”, and that #AI represents a once-in-a-generation opportunity. @Derek_duPreez finds out how its AI products are fuelling growth: https://t.co/CPabm4JpyN https://t.co/iMsiqO0VEu
IBM stock soars after AI demand fuels revenue beat https://t.co/WqjrixnG3f by @juleshyman
This is the most impressive earnings report from $IBM in twenty years. At least. I make the case that this is the turn on today's @DrillDownPod 🎙️ https://t.co/DoXZuQFVFT $IBM https://t.co/aAWiOUhZAD
$IBM Big pop today, but has been strong ever since the break higher from $150... https://t.co/Fidom0L3ug https://t.co/u3EyX80vkV
Despite “AI”, the $IBM 2024 revenue estimate hasn’t budged in over a year, including post-print. https://t.co/ZinxPjc6Ts
⚠️ IBM SHARES SOAR TO OVER 10-YEAR HIGH ON ROSY AI OUTLOOK (Reuters) Shares of IBM rose 12% to a more than 10-year high on Thursday after the company reported a better-than-expected outlook on its revenue backed by strong demand for its artificial intelligence (AI) services.… https://t.co/nqhKlW174x
Pre-earnings, CI Markets told you $IBM was going higher. Hope you made the most of it! 😎 https://t.co/6SOOQ5xNq6
Pre-earnings, CI Markets told you $IBM we going higher. Hope you made the most of it! 😎 https://t.co/6SOOQ5ylfE
$IBM shares at their highest level of the last 10 years https://t.co/A5YDNGnIBK
Putting the $IBM AI hype/bubble in context.... It looks like it may contribute less than 1% of earnings overall yet the stock trades at a 30-year valuation high despite only LSD Non-organic revenue growth. https://t.co/6jACyQT3Vn
$MSFT Microsoft will report Tuesday. Analysts estimate $61.13B in revenue (+15.89% YoY) and $2.78 in earnings per share (+19.83% YoY).
$TMUS T-Mobile US will report today after close. Analysts estimate $19.64B in revenue (-3.12% YoY) and $1.90 in earnings per share (+61.02% YoY).
$V Visa (V) will report today after close. Analysts estimate $8.54B in revenue (+7.61% YoY) and $2.34 in earnings per share (+7.34% YoY).
$IBM (+6.5% pre) IBM Shares Jump As Earnings Top Expectations. AI Demand Is 'Accelerating' - IBD https://t.co/YQ30h1MHgs
STMicroelectronics reports dip in sales on global manufacturing slump https://t.co/eNWfFvZ7Gm
Chipmaker STMicro sees over 15% drop in Q1 sales after Q4 miss https://t.co/XeZ7K2OUJt https://t.co/SMLdhLnLjK
STMicroelectronics 4Q revenue, gross margin come shy of forecasts https://t.co/Xd5EAXK0uy
STMicro Outlook Misses as Industrial Chip Slump Drags On https://t.co/hvU5WSnrXG
STMicroelectronics Q4 23 Earnings: - EPS: $1.14 - Revenue: $4.28B (est $4.31B) - Operating Income: $1.02B (est $1.04B)
ServiceNow beats Wall Street’s guidance on all metrics as generative AI powers strong growth https://t.co/vRwq4ymGkM
Here we go: First glance @IBM Q4 By the numbers: IBM 4Q EPS $3.87, EST. $3.77 IBM 4Q REVENUE $17.38B, EST. $17.23B Spoke to CFO James Kavanaugh and he was really optimistic on all fronts. Great operational management from leadership and Hybrid Cloud and AI focus continues to… https://t.co/ktxWZmVvLl
IBM forecasts annual revenue growth above estimates on AI adoption rush https://t.co/RewWNrXu9w https://t.co/EygmAYFX3W
Here we go: My extended thoughts on @ServiceNow Q4 and FY results. ServiceNow capped off a stellar Q4, exceeding key metrics and demonstrating strong momentum in the critical area of AI implementation. Had the chance to chat with CEO @BillRMcDermott, he reiterated that the… https://t.co/2v6pLAiWCP
#Earnings: Don’t miss Visa / $V earnings this week. ➡️CI Markets Jan 2024 forecast for Visa is $ 267.62, with actual month to date at 264.99. 🎯Our avg 1-mo forward error is 2.02%. 📊We forecast ~1,000 stocks & ETFs every week. Try it free. Learn more: https://t.co/h1Xyb5ayop https://t.co/ifUONMemkC
$IBM cranks out a beat/beat Q4. Hybrid and AI making the difference. More deets after the call. / IBM Shares Jump As Earnings Top Expectations https://t.co/s5u74pgC8G
$IBM Sees Strong 2024 Free Cash Flow, Plans Job Cuts - @business https://t.co/bht5t6Hr4u
ServiceNow provided a revenue outlook for the current quarter that topped Wall Street estimates, spurring optimism that the enterprise software provider will continue expanding https://t.co/pQX6S7TJZG
$IBM is higher by about 5% after hours, options were pricing about a 4.2% move into the print https://t.co/gHSzs7eEXW
IBM’s ‘accelerating’ AI demand helps power stock higher after earnings https://t.co/cWP2uWpad3
$IBM | IBM Stock Shoots Higher On Q4 Performance: Revenue Beat, EPS Beat, AI Demand Accelerates https://t.co/VYO3VRpGG6
ServiceNow’s stock rises on strong subscription sales, revenue jump as AI products gain hold https://t.co/D4iDPgTX5i
ServiceNow Earnings Top Estimates Amid Emerging AI Revenue Boom https://t.co/yfcjjIP2fi
IBM revenue rises 4% amidst AI demand https://t.co/8eS8VaT0FJ 💵 Revenue: $17.4B vs $17.29B estimate 💲 EPS: $3.87 vs $3.76 estimate
$NOW Q4 EPS $3.11 vs $2.78 Est Revenue $2.44B vs $2.4B Est Sees Q1 subscription revenue $2.51B to $2.52B vs $2.46B Est Sees FY subscription revenue $10.56B to $10.58B vs $10.49B Est
$NOW | ServiceNow Q4 Earnings: - Adj EPS $3.11 (Est. $2.79) - Sales $2.437B (Est. $2.40B) - Sees Q1 Subscription Revenues $2.51B-$2.515B https://t.co/qYlRlm0hcF
IBM shares rise after earnings top estimates in 'uncertain, volatile' economy https://t.co/erGus41qk3
⚠️ IBM FORECASTS ANNUAL REVENUE GROWTH ABOVE ESTIMATES ON AI ADOPTION RUSH Full Story → https://t.co/fVrlpNrTVu https://t.co/TywHsG6GvU
$IBM | IBM Q4 Earnings: - Adj EPS $3.87 (Est. $3.78) - Sales $17.38B (Est. $17.30B) - Sees FY24 Constant Currency Revenue Growth "consistent with its mid-single digit model. At current foreign exchange rates, currency is expected to be about a one-point headwind to revenue… https://t.co/VwHGWY6k8l
$IBM's AI business has DOUBLED from the previous quarter. We live in an age of miracles and wonder, @WallStCynic
IBM delivered a positive outlook for revenue and cash flow in 2024, an optimistic signal for the pace of corporate technology spending, and announced it expects to reduce jobs by a percentage in the low single digits. https://t.co/LkKPnGwIHx
💰 IBM $IBM EPS. vs Forecast 3.87 / 3.77 🟢 Rev. vs Forecast 17.38B / 17.23B 🟢 Market Cap: 158.94B
$IBM EPS Beat and Huge REV BEAT
Sounds like Netflix will continue to raise the prices of its subscriptions 🙄 The detail was revealed in a letter to shareholders as part of the company's fourth quarter results. Read the full story: https://t.co/bbgmkOQuRM https://t.co/WTF7BEIg3d
$NOW ServiceNow will report today after close. Analysts estimate $2.40B in revenue (+23.71% YoY) and $2.78 in earnings per share (+21.93% YoY). https://t.co/qw23ri6WeS
$SAP SAP SE has released its quarterly earnings. Revenue of $9.12B (+5.85% YoY) beats by $35M. EPS of $1.51 (+48.04% YoY) misses by $0.22. Stock Up 7% https://t.co/BSHCF4eGBu
IBM ($IBM) earnings this week. ➡️ Our Jan 2024 CI Markets forecast for IBM $166.40, while the actual Month-to-Date (MTD) is 164.68. 🎯 Our 1-month forward error averages at 0.51%. 📊 We forecast ~1,000 stocks & ETFs weekly. Begin for free. Learn more at https://t.co/h1Xyb5ayop https://t.co/MGWJ4Rnhwr
Here we go. Thoughts on @SAP Q4 Beat expectations and increased guidance. ✅ By the numbers: Q4/23 Cloud backlog +25% Cloud revenue +20% S/4 Cloud -> +55% S/4HANA (largest % growth in 5 quarters) SaaS +19% PaaS +42% Takeaways: On the surface, the company did what it said… https://t.co/volrL44MjI
Get ready to pay more money for Netflix. The company prepared its users and investors for more price hikes to come in its quarterly investor letter. https://t.co/r0wRCInmPO
How the rise of #AI is boosting tech stocks https://t.co/yVa9tStq6P
$SAP SAP Q4 FY23: Restructuring to affect 8,000 roles. $1B pledged toward AI. • Revenue +5% to €8.5B. • Cloud revenue +20% to €3.7B. • Non-IFRS EPS +44% Y/Y to €1.41. Cloud revenue outlook: • FY24: €17.0 to €17.3B (+25% Y/Y). • FY25: Over €21.5B. https://t.co/qUibbVd7w2
Wow, $SAP cranked out a solid Q4 and increased guidance. Q4/23: -Cloud backlog +25% -Cloud revenue +20%, +55% S/4HANA (largest % growth in 5 quarters, so accelerating) -SaaS +19% -PaaS +42% 2023: -did what it said it would do 2024/2025 increased profits through: - accelerated… https://t.co/utNxMuJFNc
$NFLX 🔸 Netflix is preparing investors and users for more price hikes in 2024 “As we invest in and improve Netflix, we’ll occasionally ask our members to pay a little extra to reflect those improvements, which in turn helps drive the positive flywheel of additional investment…
Netflix hints at price increases in new letter to shareholders: “As we invest in and improve Netflix, we’ll occasionally ask our members to pay a little extra to reflect those improvements, which in turn helps drive the positive flywheel of additional investment to further… https://t.co/5QnsWlnLH3
Netflix has hinted at further price increases for subscribers. “As we invest in and improve Netflix, we’ll occasionally ask our members to pay a little extra to reflect those improvements.” https://t.co/nqfiCvHh0U
Netflix ($NFLX) earnings this week! ➡️ CI Markets predicted price for Jan 2024 is $481.95. Actual Month-to-Date (MTD) is 481.67. 🎯 Our 1-month forward error averages at 2.6%. 📊 Explore forecasts for over 1,000 stocks & ETFs weekly. Get started free at https://t.co/h1Xyb5ayop https://t.co/vBjtjGTXK2