Sep 27, 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
Bespoke Institutional – Annual Payment Plan
Below is a list of the Conference Call Recaps published during the Q3 2023 and Q2 2023 earnings reporting periods.
Q3 2023 Recaps:
MillerKnoll: Q1 2024
FedEx: Q1 2024
AutoZone: Q4 2023
Lennar: Q3 2023
Dave & Buster’s: Q2 2023
AeroVironment: Q1 2024
Q2 2023 Recaps:
Chewy: Q2 2023
NVIDIA: Q2 2024
Walmart: Q2 2024
Target: Q2 2023
Home Depot: Q2 2023
YETI: Q2 2023
Disney: Q3 2023
Rivian: Q2 2023
Palantir: Q2 2023
Elanco: Q2 2023
Amazon: Q2 2023
Apple: Q3 2023
Visteon: Q2 2023
Caterpillar: Q2 2023
Aercap: Q2 2023
McDonald’s: Q2 2023
Lennox: Q2 2023
Meta: Q2 2023
Chipotle: Q2 2023
Microsoft: Q4 2023
Alphabet: Q2 2023
Lamb Weston: Q4 2023
Corning: Q2 2023
General Electric: Q2 2023
NXP Semiconductors: Q2 2023
Domino’s Pizza: Q2 2023
Philip Morris: Q2 2023
D.R. Horton: Q3 2023
Tesla: Q2 2023
Netflix: Q2 2023
Lockheed Martin: Q2 2023
JB Hunt Transport: Q2 2023
Bank of America: Q2 2023
Charles Schwab: Q2 2023
Big Banks (JPM, C, WFC): Q2 2023
Fastenal: Q2 2023
Delta Air Lines: Q2 2023
PepsiCo: Q2 2023
Nike: Q4 2023
Greenbrier: Q3 2023
Micron: Q3 2023
General Mills: Q4 2023
AeroVironment: Q4 2023
Walgreens: Q3 2023
TD Synnex: Q2 2023
Darden Restaurants: Q4 2023
CarMax: Q1 2024
Winnebago: Q3 2023
Accenture: Q3 2023
KB Home: Q2 2023
FedEx: Q4 2023
Adobe: Q2 2023
Kroger: Q1 2023
Lennar: Q2 2023
Recaps published during Q1 2023 are available with a Bespoke Institutional subscription.
Sep 14, 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 better-than-expected 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 15 new stocks. To sign up, choose either the monthly or annual checkout link below:
Bespoke Institutional – Monthly Payment Plan
Bespoke Institutional – Annual Payment Plan
Zscaler (ZS) is an example of a company that reported an earnings triple play recently back on the evening of September 5th. As shown below, ZS’s stock struggled in 2022 but since its low in May, ZS has gained about 80%. Despite a negative reaction to the triple play news, ZS is now trading above both its 50-day and 200-day moving averages.
As shown in the snapshot from our Earnings Explorer below, ZScaler (ZS) has now posted 22 straight EPS and revenue beats since its IPO in 2018! This quarter’s triple play adds to the list, and is now its sixth trip in a row. Although the stock didn’t move in a favorable direction following the earnings report after the close on September 5th, ZS had lots to celebrate in a strong quarter that featured rapid growth of its data protection offerings. You can read more about ZS and the 14 other triple plays in our newest report by starting a Bespoke Institutional trial today.
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.
Aug 31, 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
Bespoke Institutional – Annual Payment Plan
Below is a list of the Conference Call Recaps published during the Q2 2023 and Q1 2023 earnings reporting periods.
Q2 2023 Recaps:
Chewy: Q2 2023
NVIDIA: Q2 2024
Walmart: Q2 2024
Target: Q2 2023
Home Depot: Q2 2023
YETI: Q2 2023
Disney: Q3 2023
Rivian: Q2 2023
Palantir: Q2 2023
Elanco: Q2 2023
Amazon: Q2 2023
Apple: Q3 2023
Visteon: Q2 2023
Caterpillar: Q2 2023
Aercap: Q2 2023
McDonald’s: Q2 2023
Lennox: Q2 2023
Meta: Q2 2023
Chipotle: Q2 2023
Microsoft: Q4 2023
Alphabet: Q2 2023
Lamb Weston: Q4 2023
Corning: Q2 2023
General Electric: Q2 2023
NXP Semiconductors: Q2 2023
Domino’s Pizza: Q2 2023
Philip Morris: Q2 2023
D.R. Horton: Q3 2023
Tesla: Q2 2023
Netflix: Q2 2023
Lockheed Martin: Q2 2023
JB Hunt Transport: Q2 2023
Bank of America: Q2 2023
Charles Schwab: Q2 2023
Big Banks (JPM, C, WFC): Q2 2023
Fastenal: Q2 2023
Delta Air Lines: Q2 2023
PepsiCo: Q2 2023
Nike: Q4 2023
Greenbrier: Q3 2023
Micron: Q3 2023
General Mills: Q4 2023
AeroVironment: Q4 2023
Walgreens: Q3 2023
TD Synnex: Q2 2023
Darden Restaurants: Q4 2023
CarMax: Q1 2024
Winnebago: Q3 2023
Accenture: Q3 2023
KB Home: Q2 2023
FedEx: Q4 2023
Adobe: Q2 2023
Kroger: Q1 2023
Lennar: Q2 2023
Q1 2023 Recaps:
Oracle: Q4 2023
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
Recaps published during Q1 2023 are available with a Bespoke Institutional subscription
Aug 31, 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 better-than-expected 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 13 new stocks. To sign up, choose either the monthly or annual checkout link below:
Bespoke Institutional – Monthly Payment Plan
Bespoke Institutional – Annual Payment Plan
Alarm.com (ALRM) is an example of a company that reported an earnings triple play recently back on the evening of August 9th. As shown below, ALRM’s share price has been in an uptrend since May and is now trading above both its 50 and 200-day moving averages after its triple play earnings report on the 9th sent shares up 24% on the day.
As shown in the snapshot from our Earnings Explorer below, Alarm.com (ALRM) has now posted 33 straight EPS and revenue beats! This quarter the company also raised guidance, which represented its first triple play in two years. Investors reacted positively to the report as the company introduced new products like the first battery free video doorbell and efforts to make inroads in the commercial sector. You can read more about ALRM and the 12 other triple plays in our newest report by starting a Bespoke Institutional trial today.
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.
Aug 28, 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 better-than-expected 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 25 new stocks. To sign up, choose either the monthly or annual checkout link below:
Bespoke Institutional – Monthly Payment Plan
Bespoke Institutional – Annual Payment Plan
Eli Lilly (LLY) is an example of a company that reported an earnings triple play recently back on the morning of August 8th. As shown below, LLY’s share price has been in an uptrend since early 2023, trading above both its 50 and 200-day moving averages for the better part of the year so far. Since its earning triple play earlier this month, the stock has really broken out.
As shown in the snapshot from our Earnings Explorer below, Eli Lilly (LLY) has now reported its first triple play in five years, the last coming in Q2 of 2018. This triple play was a particularly big report for the pharmaceutical company, as the 14.9% upward move, or 67.5 points, on the day of its report represents the biggest positive reaction for the company in our database going back to 2001. The 14.9% gain more than doubles the stock’s second best earnings reaction of 7.1% back in 2003. New products for the company treating diseases like diabetes, cancer, and Alzheimer’s have proven to be big growth drivers. You can read more about LLY and the 24 other triple plays in our newest report by starting a Bespoke Institutional trial today.
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.
Aug 2, 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 better-than-expected 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 24 new stocks. To sign up, choose either the monthly or annual checkout link below:
Bespoke Institutional – Monthly Payment Plan
Bespoke Institutional – Annual Payment Plan
Meta Platforms (META) is an example of a company that reported an earnings triple play recently back on the evening of July 26th. As shown below, META’s share price has been in a steady uptrend since late 2022, trading above both its 50 and 200-day moving averages since February of this year.
As shown in the snapshot from our Earnings Explorer below, Meta Platforms (META) has now reported back-to-back earnings triple plays. This is an important feat for the tech giant as it has never done this since going public back in 2014. With a high focus on AI and the Metaverse, Meta has really rebounded after seeing its market cap fall from over $1 trillion down to $235 billion last year. You can read more about META and the 23 other triple plays in our newest report by starting a Bespoke Institutional trial today.
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.
