In what is one of the busiest reporting days of the quarter, Microsoft, Intel, Google, Starbucks, and more all reported earnings after the close.Here is a quick recap:
GOOGL: Q4 non-GAAP EPS miss $9.36, Exp. $9.64; Revenue $26.0BN, Exp. $25.2BN; Revenue ex-TAC $21.2BN, Exp. $20.6BN
- 4Q paid clicks +36.0%, est. +25.7%
- 4Q Google other rev. $3.40b
- 4Q rev. ex-tac $21.2b
- 4Q cost-per-click -15.0%, est. +10.7%
- 4Q adj. operating profit $8.49b, est. $8.18b (range $6.12b- $9.30b)
- 4Q Google advertising rev. $22.4b
- 4Q free cash flow $6.34b
- 4Q capital expenditures $3.08b
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MSFT: Q2 EPS non-GAAP EPS beat $0.83 (Ex-LinkedIn $0.84), Exp. $0.79; Revenue $25.9BN, Exp. $25.3BN; Rev. ex-LinkkedIn: $25.8BN, Exp. $25.3BN
- 2Q rev. by business unit:
- More Personal Computing $11.82b vs est. $11.44b (5 ests. compiled by Bloomberg News)
- Intelligent Cloud $6.86b vs est. $6.68b (5 ests.)
- Productivity and Business Processes $7.38b vs est. $7.02b (5 ests.)
- Sees “strong demand” for cloud-based services
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INTC: Q4 non-GAAP EPS beat $0.79, Exp. 0.75, Revenue $16.4BN, Exp. $15.8BN
- Sees 1Q adj. EPS 65c +/- 5c, est. 61c
- Sees 1Q adj. GM 63% +/- Couple Pts, est. 61.9%
- Sees 1Q rev. $14.8b +/- $500m, est. $14.5b
- Sees year rev. roughly flat; expected to grow in low single digits excluding Intel Security Group from both years
- Client computing rev. $9.1b, up 4% y/y
- DCG rev. $4.7b, up 8% y/y
- 4Q adj. gross margin 63.1% vs est. 63.1%
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SBUX: Q1 EPS match non-GAAP EPS $0.52, Exp. $0.52; Revenue $$5.73BN, Exp. $5.83BN, Q1 Comps +3%, Exp. +3.7%
- Sees revenue growth 8-10%, Saw growth in the double digits.
- 1Q China/Asia Pacific comp. sales +5%, est. +3% (Consensus Metrix, average of 26)
- 1Q Americas comp. sales +3%, est. +3.9%
- 1Q EMEA comp. sales -1%, est. +1.8%
- 1Q adj. operating margin +20.0%
- 1Q China/APAC operating margin 21.2%
- 1Q EMEA operating margin 16.8%
- 1Q net new store openings in Americas 251
And how the respective shares are reacting:
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