Jun 6, 2023
Bespoke’s Conference Call Recaps provide helpful summaries of corporate conference calls throughout earnings season. We go through the conference calls of some of the most important companies in the market and summarize key topics covered by management. These recaps include information regarding each company’s financial results, growth by segment, as well as some aspects of the business that management expects to impact future results. We also identify trends emerging for the broader economy in these recaps.
Bespoke’s Conference Call Recaps are available at the Bespoke Institutional level only. You can sign up for Bespoke Institutional now and receive a 14-day trial to read our newest Conference Call recaps. To sign up, choose either the monthly or annual checkout link below:
Bespoke Institutional – Monthly Payment Plan
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Below is a list of the Conference Call Recaps published during the Q4 2022 and Q1 2023 earnings reporting periods.
Q1 2023 Recaps:
Broadcom: Q2 2023
Dollar General: Q1 2023
Lululemon: Q1 2023
Nordstrom: Q1 2024
Salesforce: Q1 2024
NVIDIA: Q1 2024
RH: Q1 2023
Home Depot: Q1 2023
Tyson: Q2 2023
TreeHouse Foods: Q1 2023
Palantir: Q1 2023
Generac: Q1 2023
Visteon: Q1 2023
Meta: Q1 2023
Alphabet: Q1 2023
Spotify: Q1 2023
McDonald’s: Q1 2023
Tesla (TSLA): Q1 2023
Procter & Gamble (PG): Q1 2023
Big Banks (JPM, C, BAC, GS): Q1 2023
JB Hunt Transport: Q1 2023
BlackRock: Q1 2023
Delta: Q1 2023
Conagra Brands: Q3 2023
Lululemon: Q4 2022
Lennar: Q1 2023
Q4 2022 Recaps:
Walmart: Q4 2022
Shopify: Q4 2022
Palantir: Q4 2022
MGM Resorts: Q4 2022
Tyson: Q1 2023
Amazon.com: Q4 2022
Meta Platforms: Q4 2022
Apple: Q1 2023
Alphabet: Q4 2022
Boats and ATVs: Brunswick (BC), MarineMax (HZO), and Polaris (PII)
Hershey Q4 2022
Old Dominion Q4 2022
PulteGroup Q4 2022
Whirlpool Q4 2022
Mastercard Q4 2022
Tesla Q4 2022
Microsoft Q2 2023
Johnson & Johnson Q4 2022
Netflix Q4 2022
Bank of America Q4 2022
Taiwan Semiconductor Q4 2022
Constellation Brands Q3 2023
Cintas Q2 2023
FedEx Q2 2023
Adobe Q4 2022
Lennar Q4 2022
Oracle Q2 2023
Costco Q1 2023
Lululemon Q3 2022
Recaps published during Q4 2022 are available with a Bespoke Institutional subscription
May 9, 2023
An earnings triple play is a stock that reports earnings and manages to 1) beat analyst EPS estimates, 2) beat analyst sales estimates, and 3) raise forward guidance. You can read more about “triple plays” at Investopedia.com where they’ve given Bespoke credit for popularizing the term. We like triple plays as an indication that a company’s business is firing on all cylinders, with above-expectations results and an improving outlook. A triple play is indicative of positive “fundamental momentum” instead of pure fundamentals, and there are always plenty of names with both high and low valuations on our quarterly list.
Bespoke’s Triple Play Report highlights companies that have recently reported earnings triple plays, and it features commentary from management on triple-play conference calls, company descriptions and analysis, and price charts. Bespoke’s Triple Play Report is available at the Bespoke Institutional level only. You can sign up for Bespoke Institutional now and receive a 14-day trial to read this week’s Triple Play Report, which features seven stocks. To sign up, choose either the monthly or annual checkout link below:
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One of the sixteen triple plays featured in our newest report is Manhattan Associates (MANH). MANH has definitely been one of the most consistent reporter of triple plays over the last few years, and its share price is now just 8% below its late 2021 all-time highs after rallying just over 50% from its lows last November.
Manhattan Associates provides software solutions and services to help businesses optimize their supply chain, inventory, and omnichannel operations. Their products include tools for warehouse management, transportation management, order management, and customer engagement, among others. This name has tailwinds as both an infrastructure and an “automation” play. As shown below in the snapshot for MANH in our Earnings Explorer, revenues have re-accelerated to new highs in the last couple of years, even through last year’s bear market for stocks.
In terms of triple plays, MANH has now reported five in a row and 11 in its last 17 earnings reports, with EPS and revenue beats 17 quarters in a row as well.
For a full analysis of all 16 Tech-sector triple plays featured in this report, simply sign up for a Bespoke Institutional trial today and then read on!
Bespoke Investment Group, LLC believes all information contained in these reports to be accurate, but we do not guarantee its accuracy. None of the information in these reports or any opinions expressed constitutes a solicitation of the purchase or sale of any securities or commodities. This is not personalized advice. Investors should do their own research and/or work with an investment professional when making portfolio decisions. As always, past performance of any investment is not a guarantee of future results. Bespoke representatives or clients may have positions in securities discussed or mentioned in its published content.
May 3, 2023
An earnings triple play is a stock that reports earnings and manages to 1) beat analyst EPS estimates, 2) beat analyst sales estimates, and 3) raise forward guidance. You can read more about “triple plays” at Investopedia.com where they’ve given Bespoke credit for popularizing the term. We like triple plays as an indication that a company’s business is firing on all cylinders, with above-expectations results and an improving outlook. A triple play is indicative of positive “fundamental momentum” instead of pure fundamentals, and there are always plenty of names with both high and low valuations on our quarterly list.
Bespoke’s Triple Play Report highlights companies that have recently reported earnings triple plays, and it features commentary from management on triple-play conference calls, company descriptions and analysis, and price charts. Bespoke’s Triple Play Report is available at the Bespoke Institutional level only. You can sign up for Bespoke Institutional now and receive a 14-day trial to read this week’s Triple Play Report, which features seven stocks. To sign up, choose either the monthly or annual checkout link below:
Bespoke Institutional – Monthly Payment Plan
Bespoke Institutional – Annual Payment Plan
Apr 12, 2023
An earnings triple play is a stock that reports earnings and manages to 1) beat analyst EPS estimates, 2) beat analyst sales estimates, and 3) raise forward guidance. You can read more about “triple plays” at Investopedia.com where they’ve given Bespoke credit for popularizing the term. We like triple plays as an indication that a company’s business is firing on all cylinders, with above-expectations results and an improving outlook. A triple play is indicative of positive “fundamental momentum” instead of pure fundamentals, and there are always plenty of names with both high and low valuations on our quarterly list.
Bespoke’s Triple Play Report highlights companies that have recently reported earnings triple plays, and it features commentary from management on triple-play conference calls, company descriptions and analysis, and price charts. Bespoke’s Triple Play Report is available at the Bespoke Institutional level only. You can sign up for Bespoke Institutional now and receive a 14-day trial to read this week’s Triple Play Report, which features seven stocks. To sign up, choose either the monthly or annual checkout link below:
Bespoke Institutional – Monthly Payment Plan
Bespoke Institutional – Annual Payment Plan
Mar 21, 2023
An earnings triple play is a stock that reports earnings and manages to 1) beat analyst EPS estimates, 2) beat analyst sales estimates, and 3) raise forward guidance. You can read more about “triple plays” at Investopedia.com where they’ve given Bespoke credit for popularizing the term. We like triple plays as an indication that a company’s business is firing on all cylinders, with above-expectations results and an improving outlook. A triple play is indicative of positive “fundamental momentum” instead of pure fundamentals, and there are always plenty of names with both high and low valuations on our quarterly list.
Bespoke’s Triple Play Report highlights companies that have recently reported earnings triple plays, and it features commentary from management on triple-play conference calls, company descriptions and analysis, and price charts. Bespoke’s Triple Play Report is available at the Bespoke Institutional level only. You can sign up for Bespoke Institutional now and receive a 14-day trial to read this week’s Triple Play Report, which features 14 stocks. To sign up, choose either the monthly or annual checkout link below:
Bespoke Institutional – Monthly Payment Plan
Bespoke Institutional – Annual Payment Plan
Mar 15, 2023
An earnings triple play is a stock that reports earnings and manages to 1) beat analyst EPS estimates, 2) beat analyst sales estimates, and 3) raise forward guidance. You can read more about “triple plays” at Investopedia.com where they’ve given Bespoke credit for popularizing the term. We like triple plays as an indication that a company’s business is firing on all cylinders, with above-expectations results and an improving outlook. A triple play is indicative of positive “fundamental momentum” instead of pure fundamentals, and there are always plenty of names with both high and low valuations on our quarterly list.
Bespoke’s Triple Play Report highlights companies that have recently reported earnings triple plays, and it features commentary from management on triple-play conference calls, company descriptions and analysis, and price charts. Bespoke’s Triple Play Report is available at the Bespoke Institutional level only. You can sign up for Bespoke Institutional now and receive a 14-day trial to read this week’s Triple Play Report, which features 18 stocks. To sign up, choose either the monthly or annual checkout link below:
Bespoke Institutional – Monthly Payment Plan
Bespoke Institutional – Annual Payment Plan
