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Fortinet gets back on track with earnings beat that's lifting the stock
Market Watch· 2024-02-07 05:44
After whiffing big with its previous two earnings reports, Fortinet Inc. delivered upbeat profit and billings numbers for the latest quarter Tuesday, helping to send its stock rocketing. The cybersecurity company generated fourth-quarter net income of $310.9 million, or 40 cents a share, which was nearly flat from the $313.8 million, or 40 cents a share, that Fortinet FTNT, +2.10% logged a year before. On an adjusted basis, the company earned 51 cents a share, while analysts tracked by FactSet were model ...
Amgen's quarterly results top expectations despite Enbrel sales decline
Market Watch· 2024-02-07 05:43
Amgen公司第四季度业绩 - Amgen Inc.报告的第四季度利润和销售额超过了分析师的预期,尽管其中一款畅销药物类风湿关节炎药物Enbrel的销售额下降[1] - 第四季度净收入为7.67亿美元,每股1.42美元,调整后每股收益为4.71美元,超过FactSet的预期[2] - Amgen预计2024年全年总收入将在324亿至338亿美元之间,调整后每股收益为18.90至20.30美元[4] Amgen公司产品销售情况 - Enbrel在第四季度的销售额为10.15亿美元,较去年同期下降8%,未达到分析师的预期,主要是由于较低的净销售价格导致[5] - 胆固醇治疗药物Repatha的总销售额为4.17亿美元,未达到分析师的预期[6] - 骨质疏松症药物Prolia在第四季度表现强劲,销售额达到11亿美元,较去年同期增长12%,超过分析师的预期[7] Amgen公司股价和研究动态 - Amgen的股价在过去三个月中上涨了超过16%,投资者看好公司在肥胖药市场的潜力[8] - Amgen的研究人员发表了一项关于公司实验性肥胖药物MariTide的早期研究,该药物可能成为Eli Lilly公司最近批准的Zepbound的竞争对手[8] - MariTide的患者在85天后体重减轻了高达14.5%,有些患者在最后一次剂量后保持体重减轻了150天[9] - MariTide的较少频繁的用药方式,每四周一次,可能为患者提供更多便利,并减轻制造负担,投资者期待今年晚些时候MariTide的完整2期试验结果[10]
New sports streaming venture from Disney, Fox, Warner Bros. is coming: report
Market Watch· 2024-02-07 05:37
Walt Disney Co.’s DIS, +2.73% ESPN, Fox Corp. FOX, +0.55%, and Warner Bros. Discovery Inc. WBD, are teaming to create a joint streaming sports service, according to a Wall Street Journal report Tuesday. The as-yet unnamed service, which could be available as early as the fall and offer a sort of Hulu for sports, will be available to ESPN+, Hulu and Max subscribers. Each company will own one-third of the product, according to the report, citing people familiar with the matter.  ...
Ford calls for a healthy 2024, and its stock rallies 6%
Market Watch· 2024-02-07 05:28
Ford Motor Co.’s stock soared more than 6% in the extended session Tuesday after the carmaker reported quarterly revenue above Wall Street’s expectations and played up the growth of its hybrid-vehicle business. Ford F, +4.14% lost $526 million, or 13 cents a share, in the fourth quarter, contrasting with earnings of $1.3 billion, or 32 cents a share, in the year-ago period. Adjusting for one-time items, including a pre-tax loss related to pensions, the carmaker earned 29 cents a share in the quarter, e ...
Snap's stock plummets 30% on revenue miss, weak guidance
Market Watch· 2024-02-07 05:25
Snap Inc.’s stock plunged more than 30% in extended trading Tuesday after the social-media company reported a revenue miss and offered weak guidance — a day after announcing yet more deep job cuts.The results come a week after Facebook parent Meta Platforms Inc. META, -1.02% and Google parent GOOGL, +0.29% GOOG, +0.33% Alphabet Inc. racked up unusually brawny digital-ad sales.Snap logged a net loss of $248.2 million, or 15 cents a share, compared with net income of $288.5 million, or 18 cents a share, in th ...
Disney activist Blackwells proposes splitting up company in proxy fight
Market Watch· 2024-02-07 02:08
Activist investor Blackwells Capital has a solution for Walt Disney Co. and its chief executive Bob Iger to rev up sales: Split the company into three separate focused entities — sports, entertainment, and resorts. “Disney may simply be too complex for any one successor to Mr. Iger to manage holistically, and Blackwells believes that it is the responsibility of the Board to oversee these types of analyses in the ordinary course,” the investment firm said Tuesday in a proxy statement for Disney’s DIS, +1. ...
The NFL in Vegas: What players can and can't do in the once-forbidden city
Market Watch· 2024-02-07 01:51
It was just nine years ago that the NFL barred then-Dallas Cowboys quarterback Tony Romo from hosting a fantasy sports convention in Las Vegas because it would have taken place at a space adjacent to a casino. The NFL treated Las Vegas, the most concentrated hub of legal gambling in the U.S., like a toxic waste dump and a threat to the integrity of the sport. “There was always a Berlin Wall separating the NFL from gambling,” says longtime NFL agent Leigh Steinberg.That, of course, changed with a 2018 Suprem ...
‘Undeniable' Taylor Swift connection: Health and beauty brands are buying pricey Super Bowl ads
Market Watch· 2024-02-07 01:09
健康与美容品牌广告投放 - 三家健康与美容品牌将在CBS体育的超级碗LVIII比赛中投放高价广告 其中两家是首次参与超级碗广告 另一家则是时隔18年重返 [1] - L’Oreal旗下的NYX Professional Makeup将首次在超级碗投放30秒广告 主题为庆祝女性在传统男性主导的足球行业中的力量 [1] - e.l.f. Cosmetics将首次在超级碗投放全国性广告 广告将邀请歌手Meghan Trainor和演员Gina Torres等明星参与 [2] - 联合利华旗下的Dove将在18年后重返超级碗广告 广告主题为KeepHerConfident 旨在提升女孩的身体自信 鼓励她们继续参与热爱的运动 [2][3] 广告投放与Taylor Swift的影响 - 行业专家认为 Taylor Swift与广告投放之间的联系不可否认 她被认为是连接各年龄段女性及与她们一起购物的男性的最佳桥梁 [4] - Taylor Swift与Travis Kelce的恋情为堪萨斯城酋长队和NFL带来了3.31亿美元的价值 [4] - 尽管难以确定广告商是在Taylor Swift恋情公开前还是后购买的广告时间 但她的影响力可能促使广告商支付了约700万美元的30秒广告费用 [4] 超级碗广告的市场表现 - 超级碗周日是观众观看广告的保证日 去年的超级碗LVII创下了1.151亿观众的记录 今年的观众人数可能会因Taylor Swift的粉丝而创下新高 [4]
JPMorgan Chase to add 500 branches and 3,500 employees by the end of 2027 as the U.S.'s largest bank gets bigger
Market Watch· 2024-02-07 00:36
摩根大通扩张计划 - 摩根大通计划到2027年增加500家分行和3500名员工[1] - 摩根大通将在哥伦布、纽约布朗克斯和布鲁克林等地开设三家新的社区中心分行[2] - 摩根大通将扩大在波士顿、夏洛特、华盛顿、明尼阿波利斯和费城等地的业务[3] - 摩根大通自2018年以来已经增加了650家新分行,总计将增加1100多家分行和雇佣超过10500名员工[4] 摩根大通员工情况 - 摩根大通的总员工人数截至12月31日为309926人,较第三季末的308669人和第二季末的300066人有所增加[6]
BP is a big producer of a commodity: coffee.
Market Watch· 2024-02-06 23:50
BP便利店业务 - BP现在是意想不到的咖啡生产商,其便利店销售汽油、咖啡和各种杂货[1] - BP的便利店业务利润率上涨9%,去年达到16.6亿美元[2] - BP拥有21,100个零售站点,包括2,850个战略便利站点,其便利店业务规模庞大[3] BP零售店消费 - 在英国,使用电动汽车充电的顾客在BP的零售店消费比加油顾客更多[4]