Dec 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 14 new stocks. To sign up, choose either the monthly or annual checkout link below:
Bespoke Institutional – Monthly Payment Plan
Bespoke Institutional – Annual Payment Plan
Gitlab (GTLB) is an example of a company that reported an earnings triple play recently. As shown below, GTLB has been in an uptrend since May (+139%) and is now at a 52-week high. On 12/5, the company’s shares gained 11.5% on the earnings triple play news, and since then, the stock has rallied another 8%.
GTLB went public in October 2021 as a hot start up that hit a high of $125. Up until this past May, however, shares had shed almost 80% of their value from all-time highs made shortly after the IPO. Despite a nice rally in recent months, GTLB still has a LONG runway to get back to those early price levels as the stock still sits nearly 50% below its high.
On the earnings front, GTLB has 100% EPS and revenue beat rates on what is now seven quarterly reports. The report on 12/5 also cemented its third straight triple play. Earlier this year in its June report, investors responded well to the triple play and enjoyed a 31% up day as GTLB executives hyped up innovative AI products. This quarter, shareholders enjoyed another sizable gain. Driving performance this quarter for the DevSecOps platform company was rapid YoY revenue growth of 32%. GTLB is furthering new offerings like GitLab Dou, a platform that includes features for managing projects, monitoring, and more. GitLab Dedicated is another growth prospect, a cloud-hosted offering similar to GitLab Ultimate on dedicated infrastructure for increased control and security. Speaking of GitLab Ultimate, adoption rates are climbing as demand for advanced security and management features within large enterprises and organizations grows. You can read more about GTLB and the 13 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.
Dec 1, 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 28 new stocks. To sign up, choose either the monthly or annual checkout link below:
Bespoke Institutional – Monthly Payment Plan
Bespoke Institutional – Annual Payment Plan
InterDigital (IDCC) is an example of a company that reported an earnings triple play recently. As shown below, IDCC has been in an uptrend for all of 2023 and is now at a new all-time high. YTD, it’s up 102%. On 11/2, the company’s shares gained 8.6% on earnings, and since then, the stock has rallied another 20.6%.
In our database that goes back to 2003 for the company, IDCC hadn’t had a triple play before November 2023’s earnings report. As a company involved in wireless communication and video technology, the industry landscape is perpetually in evolution. What’s really exciting about IDDC lately is that it became a founding member of Avanci 5G automobile patent licensing platform as the value of 5G to automobile manufacturers increases. In Q3, Mercedes-Benz and BMW were licensed for 5G, for which the royalty rates are double the original 4G. Revenue from connected cars will continue to grow over time according to CEO Liren Chen. Second, IDCC signed a license with Lenovo to cover its HEVC video compression technology. Lastly, the company is beginning to dive into research that will bring 6G to the world. It looks like exciting times for IDCC, and exciting times for many of the companies that also reported Q3 triple plays. You can read more about IDCC and the 27 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.
Nov 22, 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:
Deere: Q4 2023
Dick’s Sporting Goods: Q3 2024
Walmart: Q3 2024
Target: Q3 2024
Home Depot: Q3 2024
Tyson Foods: Q4 2023
Kelly Services: Q3 2023
Stride: Q1 2024
Eaton: Q3 2023
Caterpillar: Q3 2023
McDonald’s: Q3 2023
Ford: Q3 2023
Amazon: Q3 2023
Meta: Q3 2023
General Dynamics: Q3 2023
Microsoft: Q1 2024
Alphabet: Q3 2023
Spotify: Q3 2023
3M: Q3 2023
Autoliv: Q3 2023
Tesla: Q3 2023
Netflix: Q3 2023
JB Hunt: Q3 2023
Lockheed Martin: Q3 2023
Big Banks (JPM, C, BAC, GS): Q3 2023
Delta Air Lines: Q3 2023
PepsiCo: Q3 2023
Conagra Brands: Q1 2024
Lamb Weston: Q1 2024
Nike: Q1 2024
Costco: Q4 2023
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.
Nov 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 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 29 new stocks. To sign up, choose either the monthly or annual checkout link below:
Bespoke Institutional – Monthly Payment Plan
Bespoke Institutional – Annual Payment Plan
Decker’s Outdoor (DECK) is an example of a company that reported an earnings triple play recently. As shown below, DECK has been in an uptrend for all of 2023, and it broke out hard after its most recent triple play. On 10/27, the company’s shares surged 19%, marking a new all-time high and representing DECK’s best earnings reaction day since 2013 on a percentage basis. After its huge earnings day, DECK continued to trek higher and is now up 60% YTD.
In our database going back to 2004 for Deckers Outdoor (DECK), the fiscal Q2 earnings report marks the footwear company’s strongest beats on both EPS and revenues. It’s not often that DECK reports a triple play either. In fact, DECK raised guidance for the first time since Q4 2010. This quarter’s report highlighted the strength of DECK’s brand portfolio, particularly HOKA and UGG, which saw a 30%+ increase in global consumer acquisition. The brands’ strong performance, especially HOKA achieving a 27% revenue increase, has been a compelling growth story. The chunky sole HOKA running shoes have gone viral it seems, benefiting the hardcore runner and those favoring comfortably casual options. With cold weather on its way, consumer trends have shown that UGG slippers are all the rage too, with the Tasman model all over TikTok and seemingly sold out everywhere. You can read more about DECK and the 28 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.
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
