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.
Jun 20, 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 Q4 2022 and Q1 2023 earnings reporting periods.
Q1 2023 Recaps:
Adobe: Q2 2023
Kroger: Q1 2023
Lennar: Q2 2023
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
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
Jun 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 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
Broadcom (AVGO) is an example of a company that reported an earnings triple play recently back on May 17th. As shown below, AVGO’s share price has been trending higher since the October 2022 lows, and it really broke out following its triple play in May.
As shown in the snapshot from our Earnings Explorer below, Broadcom (AVGO) has now reported an earnings triple play for 12 consecutive quarters dating back to September 2020. Talk about triple-play consistency! You can read more about Broadcom 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.
