Notable earnings for 01/27/2025

Notable earnings for 01/27/2025

At&T:

$T AT&T is reporting its earnings before the market opens.

EPS estimates: $0.502 (-7.09% YoY)

Consensus revenue: $31.94B (-0.25% YoY)

2025 growth forecast:

Revenue growth: +1.21%

EPS growth: -0.17%

2026 growth forecast:

Revenue growth: +1.25%

EPS growth: +1.91%

SoFi:

$SOFI is reporting its earnings before the market opens.

EPS estimates: $0.039 (+94.50% YoY)

Consensus revenue: $682.20M (+14.80% YoY)

2025 growth forecast:

Revenue growth: +17.95%

EPS growth: +124.47%

2026 growth forecast:

Revenue growth: +18.84%

EPS growth: +71.48%

Earnings from Salesforce and Okta

$CRM Salesforce is going to report its 2025 Q3 earnings after hours. 

Consensus revenue: $9.3B (+7.19% YoY)

EPS estimates: $2.45 (+15.92% YoY)

The following is the Q3 revenues reported by $CRM since 2004:

Salesforce's ($CRM) revenue has shown a consistent upward trend since 1999.

In Q3 of 2024, the revenue appears to be just under $10 billion, as indicated by the bar reaching close to the $10,000,000,000 mark on the y-axis.

The growth trajectory suggests a significant increase over the years, with a marked rise starting around 2015.

The trend indicates a steady expansion in revenue, likely due to an increased customer base, expanded services, or acquisitions.

$OKTA is going to report its earnings after hours.

Consensus revenue: $649.64M (+11.24%YoY)

EPS estimate: $0.584 (+32.60% YoY)

The charts below show the Q3 revenues and EPS for $OKTA since 2016. 

The revenue indicates consistent revenue growth, with a steep incline in recent years.

For the first time, there is a positive projection (represented in pink). This marks a significant improvement.

YTD it is down 10%. I am hoping for a jump after earnings.

The companies that are reporting earnings on 01/30/2024

$GOOGL - Google is going to report earnings tomorrow after the market close.

Estimated EPS: $1.60 (+52.34% YoY) Estimated Revenue: $85.27B (+12.13% YoY) 5 years FCF CAGR is +30.05% 5 years Revenue CAGR is +18.86% 5 years EPS CAGR is +18.93% FCF margin: 26.14% Debt/equity: 0.11 ROIC: 28.57% WAAC: 11.57% ROIC > WAAC. It's a great company to invest in.

$MSFT -Microsoft will report its earnings tomorrow after the market close. EPS estimates: $2.77 (+19.34% YoY) Revenue Estimates: $61.13B (+15.89% YoY) 5 years FCF CAGR is +11.24% 5 years Revenue CAGR is +12.34% 5 years EPS CAGR is +15.32% FCF margin: 28.96% Debt/equity: 0.48 ROIC: 27.24% WAAC: 10.06% ROIC > WAAC. Another great company to invest in.

$SBUX - Starbucks is going to report its earnings tomorrow:

Estimated EPS: $0.939 (+25.13% YoY)

Estimated Revenue: $9.63B (+10.48% YoY)

$AMD - Advanced Micro Devices is going to report its earnings tomorrow.

Estimated EPS: $0.77 (+11.60% YoY)

Estimated Revenue: $6.14B (+9.64% YoY)

$MDLZ - Mondelez will report its earnings tomorrow after the market close.

Estimated EPS: $0.774 (+6.05% YoY)

Estimated Revenue: $9.30B (+6.9% YoY)

$PFE - Pfizer is going to report its earnings tomorrow

Estimated EPS: $-0.183 vs. $1.14 last year.

Estimated Revenue: $14.40B (-40.73% YoY)

Not looking good.

$DHR - Danaher Corp. is going to report earnings

Estimated EPS: $1.90 (-33.86% YoY)

Estimated Revenue: $6B (-28.31% YoY)

$UPS - UPS Store is going to report its earnings tomorrow.

Estimated EPS: $2.46 (-32.04% YoY)

Estimated Revenue: $25.41B (-6% YoY)