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Trading Brief

@TradingBrief

πŸ“Š Daily Market Insights πŸ’Ή Stock & Macro Analysis πŸ“° Breaking Economic News πŸ”” Actionable Updates for Traders & Investors By @TradingBrief
New York, USA
Joined December 2023
238 Following
87 Followers
710 Posts
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Trading Brief @TradingBrief
πŸš€ Welcome to @TradingBrief If you’re after: πŸ“Š Market insights – key data & economic events πŸ’Ή Stock analysis – clear, actionable breakdowns πŸ“° Macro news – what really moves the markets πŸ”” Fast updates – beat the crowd with timely info I track what matters for traders & investors β€” so you can stay ahead. πŸ‘‡ Hit follow and gain your edge.
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@kajakallas HahhahahahahaπŸ˜‚πŸ˜‚πŸ˜‚
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@DakdaR22 Ukraine fell a long time ago.
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@JamesWynnReal Donald Trump
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Dow, $DOW, Q3-25. Results: πŸ“Š Adj. EPS: -$0.19 🟒 πŸ’° Revenue: $10.0B πŸ”΄ πŸ“ˆ Net Income: $124M πŸ”Ž Sequential improvement in earnings and cash flow driven by cost-cutting and strong performance from new Gulf Coast assets.
TradingBrief's tweet photo. Dow, $DOW, Q3-25. Results: πŸ“Š Adj. EPS: -$0.19 🟒 πŸ’° Revenue: $10.0B πŸ”΄ πŸ“ˆ Net Income: $124M πŸ”Ž Sequential improvement in earnings and cash flow driven by cost-cutting and strong performance from new Gulf Coast assets. https://t.co/QYJrrHI2YN
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$MAT | Mattel Q3’25 Earnings Highlights πŸ”Ή Revenue: $1.74B (Est. $1.84B) πŸ”΄; DOWN -6% YoY (–7% in constant currency) πŸ”Ή EPS (Adj.): $0.89 (Est. $1.06) πŸ”΄; DOWN -22% YoY πŸ”Ή Net Income: $278M; DOWN -25% YoY πŸ”Ή Operating Income: $380M (Adj. $387M); DOWN -22% YoY πŸ”Ή Gross Margin: 50.0% (Est. 50.3%) πŸ”΄; DOWN -310bps YoY πŸ”Ή Adjusted Gross Margin: 50.2%; DOWN -290bps YoY Guidance (Reiterated FY25) πŸ”Ή Adj. EPS: $1.54–$1.66 (Est. $1.61) 🟑 πŸ”Ή Adj. Gross Margin: ~50% (Est. 50.3%) 🟑 πŸ”Ή Net Sales: +1% to +3% constant currency 🟑 πŸ”Ή Adj. Operating Income: $700M–$750M πŸ”Ή Free Cash Flow: ~$500M πŸ”Ή Adj. Tax Rate: 23%–24% Segment Highlights (YoY) πŸ”Ή Dolls: $674M; DOWN -11% as reported (–12% constant FX) πŸ”Ή Infant, Toddler & Preschool: $262M; DOWN -25% (–26% constant FX) πŸ”Ή Vehicles: $626M; UP +8% (+6% constant FX) πŸ”Ή Action Figures, Building Sets, Games & Other: $404M; UP +11% (+9% constant FX) Cash Flow & Capital Returns πŸ”Ή Operating Cash Flow (9M’25): –$203M; LOWER YoY πŸ”Ή Share Repurchases: $202M in Q3; $412M YTD πŸ”Ή FY25 Target: $600M total repurchases πŸ”Ή Cash Used for Investing: $98M; IMPROVED YoY Management Commentary πŸ”Έ β€œWhile our US business was challenged by retailer order delays amid tariff uncertainty, consumer demand remains strong globally.” β€” Ynon Kreiz, CEO πŸ”Έ β€œOrders have accelerated since the start of Q4, and we expect a strong holiday season with topline growth.” πŸ”Έ β€œWe operated with excellence in a dynamic environment and remain on track to achieve our $600M share repurchase goal.” β€” Paul Ruh, CFO
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Pegasystems, $PEGA, Q3-25. Results: πŸ“Š Adj. EPS: $0.30 🟒 πŸ’° Revenue: $381.4M 🟒 πŸ“ˆ Net Income: $43.4M πŸ”Ž Strong Pega Cloud ACV growth (+27%) and $347M in operating cash flow fueled major share repurchases and AI momentum.
TradingBrief's tweet photo. Pegasystems, $PEGA, Q3-25. Results: πŸ“Š Adj. EPS: $0.30 🟒 πŸ’° Revenue: $381.4M 🟒 πŸ“ˆ Net Income: $43.4M πŸ”Ž Strong Pega Cloud ACV growth (+27%) and $347M in operating cash flow fueled major share repurchases and AI momentum. https://t.co/bUKD2EXF6o
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EQT Corporation, $EQT, Q3-25. Results: πŸ“Š Adj. EPS: $0.52 🟒 πŸ’° Revenue: $1.75B πŸ”΄ πŸ“ˆ Net Income: $336M πŸ”Ž Free cash flow of $484M and record-low unit operating costs reflect strong execution and integration of Olympus assets.
TradingBrief's tweet photo. EQT Corporation, $EQT, Q3-25. Results: πŸ“Š Adj. EPS: $0.52 🟒 πŸ’° Revenue: $1.75B πŸ”΄ πŸ“ˆ Net Income: $336M πŸ”Ž Free cash flow of $484M and record-low unit operating costs reflect strong execution and integration of Olympus assets. https://t.co/bm6nw2hQZ6
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$NFLX Netflix Q3 FY25: β€’ Revenue +17% Y/Y to $11.5B (in-line). β€’ Operating margin 28% (-1pp Y/Y). β€’ EPS $5.87 ($1.10 miss). FY25 Guidance: β€’ Revenue ~$45.1B ($0.1B raise). β€’ Operating margin 29% (0.5pp cut).
TradingBrief's tweet photo. $NFLX Netflix Q3 FY25: β€’ Revenue +17% Y/Y to $11.5B (in-line). β€’ Operating margin 28% (-1pp Y/Y). β€’ EPS $5.87 ($1.10 miss). FY25 Guidance: β€’ Revenue ~$45.1B ($0.1B raise). β€’ Operating margin 29% (0.5pp cut). https://t.co/S82L86pAD2
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Capital One, $COF, Q3-25. Results: πŸ“Š Adj. EPS: $5.95 🟒 πŸ’° Revenue: $15.36B 🟒 πŸ“ˆ Net Income: $3.2B πŸ”Ž Strong top-line growth, solid credit results, and continued momentum in Discover integration. πŸ”Ή Net Interest Margin: 8.36% (Est. 8.11%) 🟒; UP +74bps QoQ πŸ”Ή Provision for Credit Losses: $2.71B (Est. $3.80B) 🟒; DOWN -8.7B QoQ πŸ”Ή Net Charge-Offs: $3.47B (Est. $3.71B) 🟒 πŸ”Ή Efficiency Ratio: 53.8% (Est. 51%) πŸ”΄ πŸ”Ή Total Deposits: $468.8B (Est. $479.8B) πŸ”΄; FLAT QoQ πŸ”Ή Loans Held for Investment: $443.2B (Est. $443.9B) 🟑; UP +1% QoQ πŸ”Ή Net Income: $3.2B, or $4.83/sh (GAAP) Segment & Loan Growth πŸ”Ή Credit Card Loans: $271.0B; UP <1% QoQ πŸ”Ή Domestic Card Loans: $254.0B; UP +1% QoQ πŸ”Ή Consumer Banking Loans: $83.2B; UP +2% QoQ πŸ”Ή Auto Loans: $82.0B; UP +3% QoQ πŸ”Ή Commercial Banking Loans: $88.9B; UP +1% QoQ Other Key Metrics πŸ”Ή CET1 Ratio: 14.4% πŸ”Ή Pre-Provision Earnings: $7.1B; UP +29% QoQ πŸ”Ή Loan Reserve Release: $760M πŸ”Ή Avg. Deposits: $467.3B; UP +13% QoQ πŸ”Ή Interest-Bearing Deposit Rate: 3.27%; +5bps QoQ πŸ”Ή September Charge-Offs: 4.35% πŸ”Ή September Delinquencies: 3.89% Adjusting Items (Pre-tax impact) πŸ”Ή Discover Integration Expenses: $348M ($0.41/sh) πŸ”Ή Discover Intangible Amortization: $498M ($0.59/sh) πŸ”Ή Discover FV Mark Amortization: $105M ($0.12/sh) Management Commentary πŸ”Έ β€œOur adjusted earnings, top-line growth, credit results, and capital generation continued to be strong.” πŸ”Έ β€œThe Discover integration continues to go well and we are well positioned to capitalize on the opportunities ahead.” β€” Richard D. Fairbank, CEO πŸ”ΈοΈBuyback authorisation of $16 billion of common shares.
TradingBrief's tweet photo. Capital One, $COF, Q3-25. Results: πŸ“Š Adj. EPS: $5.95 🟒 πŸ’° Revenue: $15.36B 🟒 πŸ“ˆ Net Income: $3.2B πŸ”Ž Strong top-line growth, solid credit results, and continued momentum in Discover integration. πŸ”Ή Net Interest Margin: 8.36% (Est. 8.11%) 🟒; UP +74bps QoQ πŸ”Ή Provision for Credit Losses: $2.71B (Est. $3.80B) 🟒; DOWN -8.7B QoQ πŸ”Ή Net Charge-Offs: $3.47B (Est. $3.71B) 🟒 πŸ”Ή Efficiency Ratio: 53.8% (Est. 51%) πŸ”΄ πŸ”Ή Total Deposits: $468.8B (Est. $479.8B) πŸ”΄; FLAT QoQ πŸ”Ή Loans Held for Investment: $443.2B (Est. $443.9B) 🟑; UP +1% QoQ πŸ”Ή Net Income: $3.2B, or $4.83/sh (GAAP) Segment & Loan Growth πŸ”Ή Credit Card Loans: $271.0B; UP <1% QoQ πŸ”Ή Domestic Card Loans: $254.0B; UP +1% QoQ πŸ”Ή Consumer Banking Loans: $83.2B; UP +2% QoQ πŸ”Ή Auto Loans: $82.0B; UP +3% QoQ πŸ”Ή Commercial Banking Loans: $88.9B; UP +1% QoQ Other Key Metrics πŸ”Ή CET1 Ratio: 14.4% πŸ”Ή Pre-Provision Earnings: $7.1B; UP +29% QoQ πŸ”Ή Loan Reserve Release: $760M πŸ”Ή Avg. Deposits: $467.3B; UP +13% QoQ πŸ”Ή Interest-Bearing Deposit Rate: 3.27%; +5bps QoQ πŸ”Ή September Charge-Offs: 4.35% πŸ”Ή September Delinquencies: 3.89% Adjusting Items (Pre-tax impact) πŸ”Ή Discover Integration Expenses: $348M ($0.41/sh) πŸ”Ή Discover Intangible Amortization: $498M ($0.59/sh) πŸ”Ή Discover FV Mark Amortization: $105M ($0.12/sh) Management Commentary πŸ”Έ β€œOur adjusted earnings, top-line growth, credit results, and capital generation continued to be strong.” πŸ”Έ β€œThe Discover integration continues to go well and we are well positioned to capitalize on the opportunities ahead.” β€” Richard D. Fairbank, CEO πŸ”ΈοΈBuyback authorisation of $16 billion of common shares.
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Chubb, $CB, Q3-25. Results: πŸ“Š Adj. EPS: $7.49 🟒 πŸ’° Revenue: $14.9B 🟒 πŸ“ˆ Net Income: $2.80B πŸ”Ž Record underwriting and investment income drove core operating EPS to $7.49; combined ratio hit a record low of 81.8%.
TradingBrief's tweet photo. Chubb, $CB, Q3-25. Results: πŸ“Š Adj. EPS: $7.49 🟒 πŸ’° Revenue: $14.9B 🟒 πŸ“ˆ Net Income: $2.80B πŸ”Ž Record underwriting and investment income drove core operating EPS to $7.49; combined ratio hit a record low of 81.8%. https://t.co/NvEUIWfZFt
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Intuitive Surgical, $ISRG, Q3-25. Results: πŸ“Š Adj. EPS: $2.40 🟒 πŸ’° Revenue: $2.51B 🟒 πŸ“ˆ Net Income: $704M πŸ”Ž Continued growth in da Vinci and Ion procedures, with 427 da Vinci systems placedβ€”240 of them da Vinci 5 units. πŸ”Ή Non-GAAP OI: $976M (vs. $755M) 🟒 FY25 Outlook πŸ”Ή da Vinci Procedure Growth: +17 – 17.5% YoY (vs. 17% FY24) πŸ”Ή Non-GAAP Gross Margin: 67 – 67.5% (vs. 69.1% FY24) 🟑   → Includes ~70 bps impact from tariffs πŸ”Ή Non-GAAP OpEx Growth: +11 – 13% YoY (vs. +10% FY24) Q3 Operational Highlights πŸ”Ή Worldwide Procedures: +20% YoY πŸ”Ή da Vinci: +19% YoY πŸ”Ή Ion: +52% YoY πŸ”Ή System Placements: πŸ”Ή da Vinci Systems: 427 (vs. 379 YoY) πŸ”Ή Includes 240 da Vinci 5 systems (vs. 110 YoY) πŸ”Ή Ion Systems: 50 (vs. 58 YoY) πŸ”Ή Installed Base: πŸ”Ήda Vinci: 10,763 (+13% YoY) πŸ”ΉIon: 954 (+30% YoY) Revenue Breakdown: πŸ”Ή Instruments & Accessories: $1.52B (+20% YoY) πŸ”Ή Systems: $590M (+33% YoY) πŸ”Ή Service & Other: $400M (approx., steady YoY) Balance Sheet & Capital Return πŸ”Ή Cash & Investments: $8.43B (↓ $1.1B QoQ) πŸ”Ή Share Repurchases: 4.0M shares for $1.92B in Q3 πŸ”Ή Operating Cash Flow: Strong, offset by buybacks + capex CEO Comment (Dave Rosa) πŸ”Έ β€œWe’re pleased with our strong results this quarter, underscored by continued growth and adoption of our Ion and da Vinci 5 platforms.” πŸ”Έ β€œWe remain focused on the Quintuple Aim β€” better patient outcomes, improved care team experience, wider access to high-quality care, and lower overall costs.”
TradingBrief's tweet photo. Intuitive Surgical, $ISRG, Q3-25. Results: πŸ“Š Adj. EPS: $2.40 🟒 πŸ’° Revenue: $2.51B 🟒 πŸ“ˆ Net Income: $704M πŸ”Ž Continued growth in da Vinci and Ion procedures, with 427 da Vinci systems placedβ€”240 of them da Vinci 5 units. πŸ”Ή Non-GAAP OI: $976M (vs. $755M) 🟒 FY25 Outlook πŸ”Ή da Vinci Procedure Growth: +17 – 17.5% YoY (vs. 17% FY24) πŸ”Ή Non-GAAP Gross Margin: 67 – 67.5% (vs. 69.1% FY24) 🟑   → Includes ~70 bps impact from tariffs πŸ”Ή Non-GAAP OpEx Growth: +11 – 13% YoY (vs. +10% FY24) Q3 Operational Highlights πŸ”Ή Worldwide Procedures: +20% YoY πŸ”Ή da Vinci: +19% YoY πŸ”Ή Ion: +52% YoY πŸ”Ή System Placements: πŸ”Ή da Vinci Systems: 427 (vs. 379 YoY) πŸ”Ή Includes 240 da Vinci 5 systems (vs. 110 YoY) πŸ”Ή Ion Systems: 50 (vs. 58 YoY) πŸ”Ή Installed Base: πŸ”Ήda Vinci: 10,763 (+13% YoY) πŸ”ΉIon: 954 (+30% YoY) Revenue Breakdown: πŸ”Ή Instruments & Accessories: $1.52B (+20% YoY) πŸ”Ή Systems: $590M (+33% YoY) πŸ”Ή Service & Other: $400M (approx., steady YoY) Balance Sheet & Capital Return πŸ”Ή Cash & Investments: $8.43B (↓ $1.1B QoQ) πŸ”Ή Share Repurchases: 4.0M shares for $1.92B in Q3 πŸ”Ή Operating Cash Flow: Strong, offset by buybacks + capex CEO Comment (Dave Rosa) πŸ”Έ β€œWe’re pleased with our strong results this quarter, underscored by continued growth and adoption of our Ion and da Vinci 5 platforms.” πŸ”Έ β€œWe remain focused on the Quintuple Aim β€” better patient outcomes, improved care team experience, wider access to high-quality care, and lower overall costs.”
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Texas Instruments, $TXN, Q3-25. Results: πŸ“Š Adj. EPS: $1.48 πŸ”΄ πŸ’° Revenue: $4.74B 🟒 πŸ“ˆ Net Income: $1.36B πŸ”Ž Broad-based growth across all end markets drove a 14% revenue increase, with strong free cash flow and $6.6B returned to shareholders. πŸ”Ή Operating Profit: $1.66B (Est. $1.67B) 🟑 +7% YoY Q4 Guidance πŸ”Ή Revenue: $4.22B–$4.58B (Est. $4.50B) πŸ”΄ πŸ”Ή EPS: $1.13–$1.39 (Est. $1.40) πŸ”΄ Q3 Segments Analog πŸ”Ή Revenue: $3.73B; +16% YoY πŸ”Ή Operating Profit: $1.49B; +13% YoY πŸ”Ή Margin: 39.8% Embedded Processing πŸ”Ή Revenue: $709M; +9% YoY πŸ”Ή Operating Profit: $108M; Flat YoY πŸ”Ή Margin: 15.2% Other πŸ”Ή Revenue: $304M; +11% YoY πŸ”Ή Operating Profit: $69M; -47% YoY (includes restructuring charges) Other Key Metrics πŸ”Ή Free Cash Flow: $1.07B (Est. $655M) 🟒 +65% YoY πŸ”Ή Capex: $1.20B (Est. $1.28B) 🟑 πŸ”Ή Operating Cash Flow: $2.19B; TTM $6.9B (+10% YoY) πŸ”Ή Trailing-12M FCF: $2.4B; 14% of revenue πŸ”Ή Cash Returned to Shareholders (TTM): $6.6B   ‒ Dividends: $4.95B (+4% YoY)   ‒ Buybacks: $1.61B (+253% YoY) CEO Commentary (Haviv Ilan) πŸ”Έ β€œRevenue increased 7% sequentially and 14% YoY with growth across all end markets.” πŸ”Έ β€œOur $6.9B in trailing-12-month operating cash flow highlights the strength of our business model and 300mm manufacturing advantage.” πŸ”Έ β€œWe continue to invest heavily β€” $4.8B in capex and $3.9B in R&D and SG&A β€” while returning $6.6B to shareholders.”
TradingBrief's tweet photo. Texas Instruments, $TXN, Q3-25. Results: πŸ“Š Adj. EPS: $1.48 πŸ”΄ πŸ’° Revenue: $4.74B 🟒 πŸ“ˆ Net Income: $1.36B πŸ”Ž Broad-based growth across all end markets drove a 14% revenue increase, with strong free cash flow and $6.6B returned to shareholders. πŸ”Ή Operating Profit: $1.66B (Est. $1.67B) 🟑 +7% YoY Q4 Guidance πŸ”Ή Revenue: $4.22B–$4.58B (Est. $4.50B) πŸ”΄ πŸ”Ή EPS: $1.13–$1.39 (Est. $1.40) πŸ”΄ Q3 Segments Analog πŸ”Ή Revenue: $3.73B; +16% YoY πŸ”Ή Operating Profit: $1.49B; +13% YoY πŸ”Ή Margin: 39.8% Embedded Processing πŸ”Ή Revenue: $709M; +9% YoY πŸ”Ή Operating Profit: $108M; Flat YoY πŸ”Ή Margin: 15.2% Other πŸ”Ή Revenue: $304M; +11% YoY πŸ”Ή Operating Profit: $69M; -47% YoY (includes restructuring charges) Other Key Metrics πŸ”Ή Free Cash Flow: $1.07B (Est. $655M) 🟒 +65% YoY πŸ”Ή Capex: $1.20B (Est. $1.28B) 🟑 πŸ”Ή Operating Cash Flow: $2.19B; TTM $6.9B (+10% YoY) πŸ”Ή Trailing-12M FCF: $2.4B; 14% of revenue πŸ”Ή Cash Returned to Shareholders (TTM): $6.6B   ‒ Dividends: $4.95B (+4% YoY)   ‒ Buybacks: $1.61B (+253% YoY) CEO Commentary (Haviv Ilan) πŸ”Έ β€œRevenue increased 7% sequentially and 14% YoY with growth across all end markets.” πŸ”Έ β€œOur $6.9B in trailing-12-month operating cash flow highlights the strength of our business model and 300mm manufacturing advantage.” πŸ”Έ β€œWe continue to invest heavily β€” $4.8B in capex and $3.9B in R&D and SG&A β€” while returning $6.6B to shareholders.”
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Netflix, $NFLX, Q3-25 Results: πŸ“Š Adj. EPS: $5.87 πŸ”΄ πŸ’° Revenue: $11.51B πŸ”΄ πŸ“ˆ Net Income: $2.55B πŸ”Ž Netflix posted record view share in the US and UK, and hit its best ad sales quarter ever, driven by strong content like KPop Demon Hunters and live events.
TradingBrief's tweet photo. Netflix, $NFLX, Q3-25 Results: πŸ“Š Adj. EPS: $5.87 πŸ”΄ πŸ’° Revenue: $11.51B πŸ”΄ πŸ“ˆ Net Income: $2.55B πŸ”Ž Netflix posted record view share in the US and UK, and hit its best ad sales quarter ever, driven by strong content like KPop Demon Hunters and live events. https://t.co/96w5FBRUo7
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$NFLX | Netflix Q3’25 Earnings Highlights πŸ”Ή Revenue: $11.51B (Est. $11.52B) πŸ”΄; UP +17% YoY πŸ”Ή EPS: $5.87 (Est. $6.94) πŸ”΄; UP +9% YoY πŸ”Ή Free Cash Flow: $2.66B; UP +21% YoY Q4’25 Guidance πŸ”Ή Revenue: $11.96B (Est. $11.90B) 🟒 πŸ”Ή EPS: $5.45 (Est. $5.42) 🟒 πŸ”Ή Operating Income: $2.86B (Est. $2.88B) πŸ”΄ πŸ”Ή Operating Margin: 23.9% (Est. 24.1%) πŸ”΄ FY25 Guidance πŸ”Ή Revenue: $45.1B; from $44.8B–$45.2B πŸ”Ή Operating Margin: 29%; from ~30% (reported) / 29.5% (F/X basis) πŸ”Ή Free Cash Flow: ~$9B; from $8.0B–$8.5B Q3 Segment Revenue (YoY) πŸ”Ή U.S. & Canada (UCAN): $5.07B; UP +17% YoY πŸ”Ή EMEA: $3.70B; UP +18% YoY πŸ”Ή Latin America: $1.37B; UP +10% YoY πŸ”Ή APAC: $1.37B; UP +21% YoY Other Key Q3 Metrics πŸ”Ή Operating Income: $3.25B; UP +12% YoY πŸ”Ή Operating Margin: 28.2%; DOWN -1.8 ppts YoY πŸ”Ή Operating Cash Flow: $2.83B; UP +22% YoY πŸ”Ή Share Repurchases: $1.9B; Authorization Remaining $10.1B πŸ”Ή Cash & Equivalents: $9.3B; Gross Debt: $14.5B Commentary πŸ”Έ β€œOperating margin was below guidance due to an expense related to an ongoing dispute with Brazilian tax authorities; absent this, we would have exceeded our Q3’25 operating margin forecast.” πŸ”Έ β€œWe recorded our best ad sales quarter ever and are on track to more than double ads revenue in 2025.” πŸ”Έ β€œWe’re finishing the year with good momentum and an exciting Q4 slate, including the final season of Stranger Things and multiple live events.”
TradingBrief's tweet photo. $NFLX | Netflix Q3’25 Earnings Highlights πŸ”Ή Revenue: $11.51B (Est. $11.52B) πŸ”΄; UP +17% YoY πŸ”Ή EPS: $5.87 (Est. $6.94) πŸ”΄; UP +9% YoY πŸ”Ή Free Cash Flow: $2.66B; UP +21% YoY Q4’25 Guidance πŸ”Ή Revenue: $11.96B (Est. $11.90B) 🟒 πŸ”Ή EPS: $5.45 (Est. $5.42) 🟒 πŸ”Ή Operating Income: $2.86B (Est. $2.88B) πŸ”΄ πŸ”Ή Operating Margin: 23.9% (Est. 24.1%) πŸ”΄ FY25 Guidance πŸ”Ή Revenue: $45.1B; from $44.8B–$45.2B πŸ”Ή Operating Margin: 29%; from ~30% (reported) / 29.5% (F/X basis) πŸ”Ή Free Cash Flow: ~$9B; from $8.0B–$8.5B Q3 Segment Revenue (YoY) πŸ”Ή U.S. & Canada (UCAN): $5.07B; UP +17% YoY πŸ”Ή EMEA: $3.70B; UP +18% YoY πŸ”Ή Latin America: $1.37B; UP +10% YoY πŸ”Ή APAC: $1.37B; UP +21% YoY Other Key Q3 Metrics πŸ”Ή Operating Income: $3.25B; UP +12% YoY πŸ”Ή Operating Margin: 28.2%; DOWN -1.8 ppts YoY πŸ”Ή Operating Cash Flow: $2.83B; UP +22% YoY πŸ”Ή Share Repurchases: $1.9B; Authorization Remaining $10.1B πŸ”Ή Cash & Equivalents: $9.3B; Gross Debt: $14.5B Commentary πŸ”Έ β€œOperating margin was below guidance due to an expense related to an ongoing dispute with Brazilian tax authorities; absent this, we would have exceeded our Q3’25 operating margin forecast.” πŸ”Έ β€œWe recorded our best ad sales quarter ever and are on track to more than double ads revenue in 2025.” πŸ”Έ β€œWe’re finishing the year with good momentum and an exciting Q4 slate, including the final season of Stranger Things and multiple live events.”
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@jimcramer Are you fking serious?πŸ˜³πŸ˜‘
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TradingBrief's profile image
Trading Brief @TradingBrief
JPMorgan Chase, $JPM, 3Q-25. Results: πŸ“Š EPS: $5.07 🟒 πŸ’° Revenue: $47.1B 🟒 πŸ“ˆ Net Income: $14.4B πŸ”Ž Strong quarter driven by record Markets revenue ($8.9B) and solid performance across CIB, CCB, and AWM, with net income rising 12% YoY.
TradingBrief's tweet photo. JPMorgan Chase, $JPM, 3Q-25. Results: πŸ“Š EPS: $5.07 🟒 πŸ’° Revenue: $47.1B 🟒 πŸ“ˆ Net Income: $14.4B πŸ”Ž Strong quarter driven by record Markets revenue ($8.9B) and solid performance across CIB, CCB, and AWM, with net income rising 12% YoY. https://t.co/BVKfuRKGGD
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TradingBrief's profile image
Trading Brief @TradingBrief
Penguin Solutions, $PENG, Q4-25. Results: πŸ“Š Adj. EPS: $0.43 🟒 πŸ’° Revenue: $338M πŸ”΄ πŸ“ˆ Net Income: $9.4M πŸ”Ž Transformation to an enterprise AI infrastructure company shows momentum with growing sales and profitability.
TradingBrief's tweet photo. Penguin Solutions, $PENG, Q4-25. Results: πŸ“Š Adj. EPS: $0.43 🟒 πŸ’° Revenue: $338M πŸ”΄ πŸ“ˆ Net Income: $9.4M πŸ”Ž Transformation to an enterprise AI infrastructure company shows momentum with growing sales and profitability. https://t.co/Qs8eurAZGG
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TradingBrief's profile image
Trading Brief @TradingBrief
Tesla $TSLA has officially rolled out cheaper models: Model 3 Standard RWD – $36,990 Model Y Standard RWD – $39,990 The new trims strip back some premium features but still offer a 321-mile range on the Model Y.
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TradingBrief's profile image
Trading Brief @TradingBrief
Resources and energy on focus this presidency πŸ‘Œ Trump administration is weighing another $12B in cuts to clean energy projects, including carbon removal and hydrogen efforts from Chevron $CVX and Occidental $OXY . Total proposed cuts now near $24B. - Semafor
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TradingBrief's profile image
Trading Brief @TradingBrief
Qualcomm $QCOM is buying Italian hardware maker Arduino, known for its low-cost circuit boards used in robotics labs and prototypes. Arduino will operate as an independent subsidiary. First new product: an Arduino board powered by a Qualcomm chip priced at $45–55.
TradingBrief's tweet photo. Qualcomm $QCOM is buying Italian hardware maker Arduino, known for its low-cost circuit boards used in robotics labs and prototypes. Arduino will operate as an independent subsidiary. First new product: an Arduino board powered by a Qualcomm chip priced at $45–55. https://t.co/KwZktfX6Kk
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