Posts by: Steve Birenberg
Disney (DIS) reported slightly disappointing earnings for its 4Q21 with modest shortfalls across most business segments headlined by preannounced weak Disney+ streaming subscriber additions and poor operating margins at theme…
Last quarter we noted that ATVI has been managing the headwinds coming from the employee discrimination lawsuits well. Looking solely at the results of 3Q21, one would conclude the same…
The title of this blog post is similar to when we last discussed Nexstar Media Group (NXST). This is no coincidence as the company’s 3Q21 earnings report was more of…
We are sticking with our current positioning for at least another month after reviewing the latest updates from our Market Cap and Style models. We will continue to hold current…
When Apple (AAPL) reported its June quarter results, management hinted at supply chain issues beginning to impact the company’s ability to meet demand. During the quarter, at a conference presentation,…
Comcast (CMCSA) reported another good set of quarterly financial results. Revenues, EBITDA, and free cash flow all at least met Wall Street estimates in 3Q even as the company had…
Sony (SONY) reported a second consecutive beat and raise quarter. Even after the previous quarterly report, we still thought that guidance was conservative, so we are pleased but not surprised…
Alphabet (GOOG/GOOGL) reported better than expected earnings with revenues, expenses, and EPS all coming in ahead of expectations. The revenue upside was especially impressive given the turmoil in internet and…
Facebook (FB) has had a rough go lately. News stories have occurred almost daily criticizing the company. Politicians and regulators are looking for a way to punish the company and…
AT&T (T) reported its first quarterly results since Northlake took a long position in client accounts in July. Virtually across the board, the results slightly exceeded estimates leading the company…
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