-=Weibo (WB) reported earnings on Thur 14 Nov 19 (b/o)

Weibo beats by $0.04, reports revs in-line; sees Q4 revs flat to +3% yr/yr

Reports Q3 (Sep) earnings of $0.77 per share, excluding non-recurring items, $0.04 better than the S&P Capital IQ Consensus of $0.73; revenues rose 1.6% year/year to $467.75 mln vs the $471.84 mln S&P Capital IQ Consensus.

Monthly active users ("MAUs") were 497 mln in September 2019, a net addition of approximately 51 mln users yr/yr. Mobile MAUs represented approximately 94% of MAUs.

Average daily active users ("DAUs") were 216 mln in September 2019, a net addition of approximately 21 mln users yr/yr.

For the fourth quarter of 2019, Weibo estimates that its net revenues will increase 0% yr/yr to 3% yr/yr on a constant currency basis. This forecast reflects Weibo's current and preliminary view, which is subject to change. Estimates currently call for Q4 revs to be up 3.8% on a reported basis.

Earnings this week : Nov 11 - 15, 19 (wk 46)

Monday (Nov 11)

• Morning: FOLD CRR QRTEA
• Afternoon: APYX DXC FGEN FLNT FNV FTK GO HBM ICUI TDW TERP TME UGI

Tuesday (Nov 12)

• Morning: AAP ACM AEIS BPMP CBS CNNE CRON CVET DF DHI DPLO DSKE EBIX EDIT EGRX EPC ERJ GTT IAA IIVI INFN KEM MPAA OSTK PSN RDNT ROK SAGE SE TSN XON
• Afternoon: ADPT ADT APEI BREW CBPX CDLX CPRX DDOG DOX HALO HCAT HIIQ HTHT HUYA KWR MCRN MTSI OMER PTE RUN SCSC SDC SENS SSTI SWKS TLRY TVTY TWOU VRAY VREX YY

Wednesday (Nov 13)

• Morning: BEST CAE CMCM ENR FVRR GOOS LK MTOR SPB SSYS TSEM VIPS
• Afternoon: BZH CHNG CBPO CSCO CPA HI HOLI NTAP PSNL PRSP TGP TNK TTEK TCOM

Thursday (Nov 14)

• Morning: BAM CHC CTRA GDS IGT NBEV NICE RUBY SINA TUFN VIAB WMT WB WIX ZEAL
• Afternoon: AMAT AXNX DLB FTCH FSM GLOB HP KLIC NVDA VFF WPM

Friday (Nov 15) 

• Morning: JCP JD

-=Weibo (WB) reported earnings on Mon 19 Aug 2019 (b/o)

Weibo beats by $0.08, reports revs in-line; guides Q3 revs in-line

Reports Q2 (Jun) earnings of $0.68 per share, $0.08 better than the S&P Capital IQ Consensus of $0.60; revenues rose 1.2% year/year to $431.8 mln vs the $434.79 mln S&P Capital IQ Consensus.

Monthly active users were 486 million in June 2019, a net addition of approximately 55 million users year-over-year. Mobile MAUs represented approximately 94% of MAUs. Average daily active users were 211 million in June 2019, a net addition of approximately 21 million users year-over-year.

Co issues in-line guidancefor Q3, sees Q3 revs of +6-9% to $487.8-501.6 mln vs. $491.17 mln S&P Capital IQ Consensus.

Earnings this week : Aug 19 - 23, 19 (wk 34)

Monday (Aug 19)

• Morning: EL  QIWI  SINA  WB
• Afternoon: BIDU FN IQ

Tuesday (Aug 20)
Morning: CMCM HD KSS MDT MSG PINC PLAB PPDF SDRL SE SFL TJX

• Afternoon: AMCR CREE JKHY LZB NDSN SCSC TOL URBN

Wednesday (Aug 21)

• Morning: ADI BZUN KLXE LOW MSGN PLCE   PDD  RY TGT VIOT
• Afternoon: HTHT JWN KEYS LB PSTG QADA SNPS  SPLK WUBA ZAYO

Thursday (Aug 22)

• Morning: BJ CM DKS FLWS FLY GSX  HMLP HRL TTC
• Afternoon: ATGE CRM GPS HPQ INTU ROST VMW

Friday (Aug 23) 

• Morning: BKE  FL HIBB

Notable earnings reports:

• Baidu (NASDAQ:BIDU) and Estee Lauder (NYSE:EL) on August 19; 
• Home Depot (HD), TJX Companies (NYSE:TJX), Toll Brothers (NYSE:TOL), Urban Outfitters (NASDAQ:URBN) and Kohl's (NYSE:KSS) on August 20; 
• Splunk (NASDAQ:SPLK), Target (NYSE:TGT), Nordstrom (NYSE:JWN), Lowe's (LOW) and Analog Devices (NASDAQ:ADI) on August 21; 
• Salesforce.com (NYSE:CRM), VMWare (NYSE:VMW), HP Inc. (NYSE:HPQ), Gap (NYSE:GPS) and Dick's Sporting Goods (NYSE:DKS) on August 22; 
• Foot Locker (NYSE:FL) on August 23.

Weibo (WB) reported earnings on Thur 23 May 2019 (b/o)

** charts before earnings **

 

** charts after earnings **

Weibo beats by $0.04, reports revs in-line; guides Q2 revs below consensus

• Reports Q1 (Mar) earnings of $0.56 per share, $0.04 better than the S&P Capital IQ Consensus of $0.52; revenues rose 14.1% year/year to $399.18 mln vs the $399.65 mln S&P Capital IQ Consensus.
• Monthly active users ("MAUs") were 465 million in March 2019, a net addition of approximately 54 million users on year over year basis. Mobile MAUs represented approximately 94% of MAUs.
• Average daily active users ("DAUs") were 203 million in March 2019, a net addition of approximately 19 million users on year over year basis.
• Co issues downside guidance for Q2, sees Q2 revs of $427-437 mln vs. $483.93 mln S&P Capital IQ Consensus.

Earnings this week : May 20 - 24, 19 (wk 21)

Monday (May 20)

• Morning: AZZ IGT PDD QD SPTN
• Afternoon: NDSN

Tuesday (May 21)

• Morning: AZO DAVA DY EV HD JCP KSS MNRO SFL TJX
• Afternoon: CRMT JWN OOMA PSTG SE SKY TOL URBN

Wednesday (May 22)

• Morning: AAP ADI CM CSWI LOW PLAB TGT VFC
• Afternoon: CPRT CTRP HTHT LB MOD NTAP SCVL SNPS VIPS

Thursday (May 23)

• Morning: BBY BJ BRC CTRN HRL MDT ROLL RY SDRL SINA TD TK TNK TTC VIOT WB WMS
• Afternoon: ADSK CVCO DECK DXC HPE HPQ INTU LGF.A ROST SPLK VSAT

Friday (May 24) 

• Morning: BKE FL HIBB

-=Weibo (WB) reported earnings on Wed 9 May 2018 (b/o)

Weibo beats by $0.03, misses on revs; guides Q2 revs in-line 

• Reports Q1 (Mar) earnings of $0.50 per share, $0.03 better than the Capital IQ Consensus of $0.47; revenues rose 60.6% year/year to $319.9 mln vs the $343.91 mln Capital IQ Consensus.
• Co issues in-line guidancefor Q2, sees Q2 revs of $420-430 mln vs. $423.87 mln Capital IQ Consensus Estimate.

Earnings this week : May 7 - 11, 18 (wk 19)

81% of the S&P 500 has reported first quarter results. Q1 earnings are now expected to be up 24.3%. Earnings are expected to grow 18.8% in Q2 and 19.5% for the year. Next week is still quite busy on the earnings front as more small and mid caps report quarterly results.

Monday (May 7)

• Pre-Market: CTSH SYY SRE TSN WLTW LPX KOS VGR TSEM WBT GCI SSP GPRE PETS MYE SPNS NCMI TLRA TA
• After-Hours: NTR ANDV IAG IFF MOS ZG ANDX TRMB BKI AIV BHF OHI DCP EVHC DK APLE JCOM EQC SHO SWX OAS AMC  CBT RBC TREX ORA NVRO NGHC RARE SJI AMED AWR MYGN CENT HTZ PINC OTTR PAHC KAMN CRZO RMBS DPLO SNHY MWA LBRT BKD FN ATSG TRTX RWT SYKE EVBG GBDC RYAM PLOW LMNX ANDE MTSC CARB MTW VECO REN FRPT TCMD IVC LCI FRGI DHT EVRI NLS WMC WAAS STRL PI EGAN

Tuesday (May 8)

• Pre-Market: CRSP JD MCHP DISH DISCA MLM BR HSIC IT EXPD ATHM PRGO ARMK AES JEC JLL USFD VRX EGN ACM HAE VSM LOXO SUM JELD MFA HAIN NHI VG BLD VSH  ZBRA  AQUA TGNA NOVT ICPT GCP LXP NWN FI LGIH SGMO RGEN MNTA DNR ETM SEAS HUD STFC PRIM FSS ENDP BMCH WLH CROX MNK TGH GTN CWH DEA EPZM CORE ATKR DF ANIP DQ GTS COHU VRTV TTI SD DSKE CRCM MGI FRTA ONDK TAST VPG KEYW 

• After-Hours: DIS OXY MAR EA MNST PAA O CA FANG MTCH GDDY XEC JAZZ WR TRQ BIO KAR MIDD DEI WTR TRIP PEN TWLO NEWR WEN GWPH PAGP ETSY PLNT

Wednesday (May 9)

• Pre-Market: WB MYL AEE COTY STE SINA ADT EPAM JHG CNK HPT DLPH SYNH CNDT WIX CABO PFGC SBGI WRD GRPN HZNP MDP CARS PNK USAC
• After-Hours: FOXA DXC CTRP ETP CTL ETE FNV IAC ALB ANGI RNG ICUI CPA NUAN GDOT ROKU HLI FNGN DAR ENV PBYI SEDG BKNG   SEP FTI MELI ZTO ATUS IAC ALB OTEX BGNE ANGI RNG ICUI CPA NUAN DNB FGEN EEP SNH RLJ  PAAS HLI FNGN PTLA DAR WRD ENV  PSEC BLDR WMGI SAIL SUN TROX AYX FG INFN PRAA SYNA AG PTCT TWNK NP ZGNX BOLD EVH GKOS FSM SCOR TPC RUN PRSC ELF AMPH MBI COLL CVNA CHEF TCX UPLD NVGS NVAX TTGT NNBR MTRX SIEN MDCA BREW NVTA QHC FTK MRAM (finviz-change)

Thursday (May 10)

• Pre-Market: AZUL TU DUK BAM WP NICE ICL YY UBNT CRL SATS MIXT CHH MMS UNVR GDS DKS CLNS AMCX TRCO PQG BIG PEGI KLIC PBH HL BITA SPH AMRX UNVR  LHO  TRCO  NOMD ACIW BTG MDP BPMP PQG DDS DESP PEGI KLIC HL RDUS SPH TGI HIMX KELY.A WRLD OMI EGRX KND SNR DSX DEPO ECOM BIOS SND MGA TSG ENB   (finviz-change)
• After-Hours: NVDA SYMC NKTR WPM DOX NWSA FLS PPC PEGA AL HUBS YELP XON ANAB  HRTX TTD RDFN GLOB WTTR TIVO SSRM TLND  RBA UNIT JAG HALO XON CASA WTTR GLOB TIVO KLIC PSDO KTOS ARCB OMER FATE VRAY CSLT CIVI PFLT UEPS MCFT SENS SGYP DCO IMMR NDLS AMBR FNKO AVID ASYS

Friday (May 11)

• Pre-Market: TRI, WPRT, WOW

-=Weibo (WB) reported earnings on Tue 13 Feb 2018 (b/o)

• Feb 12:  #97; vol. 2.4m

Weibo beats by $0.06; beats on revs; sees Q1 revs above consensus

• Reports Q4 EPS of $0.64 vs $0.58 Capital IQ consensus; revs increased 77% YoY to $377.4 mln vs $362.0 mln consensus
• Guidance
  • Co sees Q1 revs of $335-345 mln vs $303.1 mln consensus

=Weibo (WB) reported earnings on Tue 16 May 17 (b/o)

Weibo ("Chinese Twitter") beats by $0.05, beats on revs; guides Q2 revs above consensus :

• Reports Q1 (Mar) earnings of $0.26 per share, $0.05 better than the Capital IQ Consensus of $0.21; revenues rose 67.0% year/year to $199.2 mln vs the $188.29 mln Capital IQ Consensus.
  • Monthly active users in March was 340 million, an increase of 30% year-over-year, 91% of which were mobile users.
  • Average daily active users in March 2017 was 154 million, an increase of 28% year-over-year.
• Co issues upside guidance for Q2, sees Q2 revs of $240-250 mln vs. $229.39 mln Capital IQ Consensus Estimate.

Weibo (WB) reported earnings on Wed 22 Feb 2017 (a/h)

** charts after earnings **

 

Chinese social media site Weibo (WB) reported better-than-expected earnings late Wednesday, as did majority-owner Sina (SINA). But both stocks tumbled Thursday, triggering a sell-off in many Chinese internet stocks, with e-commerce giant Alibaba (BABA) failing again to close above a buy point.

The microblog Weibo is often compared to Twitter (TWTR), but while Twitter is seeing stalling growth, Weibo remains fast growing. Weibo's market cap recently surpassed that of Twitter.

Weibo

Weibo earned 34 cents per U.S. share excluding items, up 127% vs. a year earlier and topping views for 28 cents. Revenue climbed 43% to $212.7 million, with growth accelerating for a third straight quarter. Analysts had expected $206.58 million.

Monthly active users in December grew 33% vs. a year earlier to 313 million, 90% of which were mobile users. Average daily active users rose 30% to 139 million.

Weibo sees Q1 revenue of $185 million to $190 million vs. analyst views of $180.4 million.