Nov 7, 2024
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 2024 and Q2 2024 earnings reporting periods.
Q3 2024 Recaps:
Amazon: Q3 2024
Apple: Q4 2024
Microsoft: Q1 2025
Meta Platforms: Q3 2024
Alphabet: Q3 2024
Tesla: Q3 2024
General Dynamics: Q3 2024
Coca-Cola: Q3 2024
Stride: Q1 2025
Sherwin-Williams: Q3 2024
American Express: Q3 2024
General Motors: Q3 2024
Philip Morris: Q3 2024
Netflix: Q3 2024
Taiwan Semiconductor: Q3 2024
ASML: Q3 2024
Big Banks (JPM, WFC, C, GS, BAC, MS): Q3 2024
Delta Air Lines: Q3 2024
Micron: Q4 2024
Cintas: Q1 2025
Lennar: Q3 2024
FedEx: Q1 2025
Adobe: Q3 2024
RH: Q2 2024
Oracle: Q1 2025
Q2 2024 Recaps:
Broadcom: Q3 2024
AeroVironment: Q1 2025
GitLab: Q2 2025
Dick’s Sporting Goods: Q2 2024
NVIDIA: Q2 2025
CAVA: Q2 2024
Williams-Sonoma: Q2 2024
Walmart: Q2 2025
Home Depot: Q2 2024
Builders FirstSource: Q2 2024
Caterpillar: Q2 2024
Celsius: Q2 2024
Palantir: Q2 2024
First Solar: Q2 2024
Apple: Q3 2024
Mondelez International: Q2 2024
Meta Platforms: Q2 2024
Microsoft: Q4 2024
Norfolk Southern: Q2 2024
McDonald’s: Q2 2024
EMCOR: Q2 2024
Royal Caribbean: Q2 2024
Chipotle: Q2 2024
General Dynamics: Q2 2024
Tesla: Q2 2024
Alphabet: Q2 2024
General Motors: Q2 2024
NXPI Semiconductors: Q2 2024
American Express: Q2 2024
Netflix: Q2 2024
DR Horton: Q3 2024
Blackstone: Q2 2024
ASML: Q2 2024
JB Hunt: Q2 2024
Big Banks (JPM, C, GS, BAC, MS): Q2 2024
Delta Air Lines: Q2 2024
PepsiCo: Q2 2024
McCormick: Q2 2024
AeroVironment: Q4 2024
FedEx: Q4 2024
Lennar & KB Home: Q2 2024
RH: Q1 2024
Adobe: Q2 2024
Broadcom: Q2 2024
Oracle: Q4 2024
Lululemon: Q1 2024
Costco: Q3 2024
Recaps published during Q3 2024 are available with a Bespoke Institutional subscription.
Nov 1, 2024
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
Reddit (RDDT) is an example of a company that recently reported an earnings triple play, and the company now has three triple plays since its IPO back in March. The stock exploded higher by 42% in reaction to the triple play on 10/30. RDDT shareholders could not have asked for a much better start out of the gate as the stock now trades around $115-$120 in comparison to its IPO price of $34 per share.
Looking at the snapshot below from our Earnings Explorer, RDDT results have been near flawless relative to expectations so far despite there being only three quarters worth of data. It has been rare to see this from IPOs lately.
Reddit is a social media/news aggregation platform that allows users to share and discuss content. Some of the fastest ways to get information now is through platforms like X or Reddit. Reddit users have found their communities to be their go-to place for often unfiltered insights and recommendations. On Reddit’s recent conference call, they said AI has been a major factor for growth, allowing the company to drive significant non-English user engagement with translation. You can read more about RDDT and the 27 other triple plays we covered 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 9, 2024
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 2024 and Q1 2024 earnings reporting periods.
Q2 2024 Recaps:
Broadcom: Q3 2024
AeroVironment: Q1 2025
GitLab: Q2 2025
Dick’s Sporting Goods: Q2 2024
NVIDIA: Q2 2025
CAVA: Q2 2024
Williams-Sonoma: Q2 2024
Walmart: Q2 2025
Home Depot: Q2 2024
Builders FirstSource: Q2 2024
Caterpillar: Q2 2024
Celsius: Q2 2024
Palantir: Q2 2024
First Solar: Q2 2024
Apple: Q3 2024
Mondelez International: Q2 2024
Meta Platforms: Q2 2024
Microsoft: Q4 2024
Norfolk Southern: Q2 2024
McDonald’s: Q2 2024
EMCOR: Q2 2024
Royal Caribbean: Q2 2024
Chipotle: Q2 2024
General Dynamics: Q2 2024
Tesla: Q2 2024
Alphabet: Q2 2024
General Motors: Q2 2024
NXPI Semiconductors: Q2 2024
American Express: Q2 2024
Netflix: Q2 2024
DR Horton: Q3 2024
Blackstone: Q2 2024
ASML: Q2 2024
JB Hunt: Q2 2024
Big Banks (JPM, C, GS, BAC, MS): Q2 2024
Delta Air Lines: Q2 2024
PepsiCo: Q2 2024
McCormick: Q2 2024
AeroVironment: Q4 2024
FedEx: Q4 2024
Lennar & KB Home: Q2 2024
RH: Q1 2024
Adobe: Q2 2024
Broadcom: Q2 2024
Oracle: Q4 2024
Lululemon: Q1 2024
Costco: Q3 2024
Q1 2024 Recaps:
Best Buy: Q1 2025
Salesforce: Q1 2025
CAVA: Q1 2024
Dick’s Sporting Goods: Q1 2025
NVIDIA: Q1 2025
Target: Q1 2024
Toll Brothers: Q2 2024
Palo Alto: Q3 2024
Walmart: Q1 2025
Home Depot: Q1 2024
Airbnb: Q1 2024
Uber: Q1 2024
Palantir: Q1 2024
Apple: Q2 2024
Shake Shack: Q1 2024
Generac: Q1 2024
Amazon: Q1 2024
Restaurant Brands Intl: Q1 2024
Microsoft: Q3 2024
Alphabet: Q1 2024
Northrop Grumman: Q1 2024
Chipotle: Q1 2024
Meta Platforms: Q1 2024
General Motors: Q1 2024
Tesla: Q1 2024
PepsiCo: Q1 2024
Cadence Design: Q1 2024
American Express: Q1 2024
Netflix: Q1 2024
D.R. Horton: Q2 2024
CSX: Q1 2024
Las Vegas Sands: Q1 2024
United Airlines: Q1 2024
ASML: Q1 2024
Big Banks (JPM, C, GS, BAC, MS): Q1 2024
Delta Air Lines: Q1 2024
Lamb Weston: Q3 2024
Conagra Brands: Q3 2024
RH: Q4 2023
FedEx: Q3 2024
Nike: Q3 2024
Lululemon: Q4 2023
General Mills: Q3 2024
Recaps published during Q2 2024 are available with a Bespoke Institutional subscription.
Aug 26, 2024
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 26 new stocks. To sign up, choose either the monthly or annual checkout link below:
Bespoke Institutional – Monthly Payment Plan
Bespoke Institutional – Annual Payment Plan
SharkNinja (SN), a home appliance maker, is an example of a company that recently reported an earnings triple play. In fact, the triple play on 8/8 marked its fourth straight. The stock has been strong this year, up 75.6% from where it began 2024. On 8/8, SN shares surged 17% in reaction to the quarterly triple play.
Looking at the snapshot below from our Earnings Explorer, SN could not have asked for a better start since separating from JS Global in July of 2023 and becoming its own publicly traded company. With four consecutive triple plays, the stock has had increasingly positive share-price reactions.
You may very well have an SN product or two in your home given the popularity of the company’s vacuums, blenders, air fryers, ice cream makers, and other appliances. The release of the Ninja SLUSHi for making frozen drinks recently went viral on social media. Cleaning product sales grew nicely while international sales surged 46%, up triple digits in Germany and France specifically. Entry into the premium coffee market with the Ninja Luxe Café is expected to drive further growth, especially in Europe. You can read more about SN and the 25 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 8, 2024
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 20 new stocks. To sign up, choose either the monthly or annual checkout link below:
Bespoke Institutional – Monthly Payment Plan
Bespoke Institutional – Annual Payment Plan
CareDx (CDNA), a healthcare name that specializes in transplant patient care, is an example of a company that recently reported an earnings triple play. The stock started the year off slow but has flown higher by more than 250% since April lows. CDNA has put together back-to-back triple plays, garnering one-day earnings reaction gains of 34.1% and 18%.
Looking at the snapshot below from our Earnings Explorer, CDNA has started a bit of a run on the earnings front after some weaker reports in 2022 and 2023. The past year of earnings has painted a much rosier picture of the company, as the stock has moved at least 9.5% higher on each of its post-earnings trading days. In the three years prior to the last four earnings reports, the average one-day move for the stock was a decline of 5.1% post earnings. On its last four reports, it has seen an average swing higher of 18.9%.
The company’s core offerings include AlloSure Kidney and AlloMap Heart, non-invasive blood tests designed to monitor the health of organ transplant recipients. AlloSure measures donor-derived cell-free DNA (dd-cfDNA) to detect signs of organ rejection, while AlloMap assesses gene expression profiles to evaluate heart transplant rejection risk. AlloSeq is a suite of next-generation sequencing (NGS) solutions that are essential for matching donors and recipients and monitoring engraftment success in transplant patients. These tests are obviously important, and they are performing quite well for CDNA. You can read more about CDNA and the 19 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.
Jul 31, 2024
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 20 new stocks. To sign up, choose either the monthly or annual checkout link below:
Bespoke Institutional – Monthly Payment Plan
Bespoke Institutional – Annual Payment Plan
Impinj (PI), a manufacturer of radio-frequency identification devices (RFID), is an example of a company that recently reported an earnings triple play. Shares of PI are up more than 75% YTD with the help of two solid earnings reactions days so far this year, including a gain of 4.4% on 7/25 in reaction to its recent triple play, the company’s third in a row.
Looking at the snapshot below from our Earnings Explorer, PI has historically had some very strong earnings days as the result of triple play reports. The average move following the highlighted triple plays below is +19.47% (median +22.82%). To put together a streak of triple plays, PI has capitalized on automation processes across various industries with its products that allow businesses to connect their products to the internet through identification, location, and authentication solutions.
Two specific cases of this trend taking shape pointed out this quarter were book tagging in Japan, but more universal and importantly was the food industry using PI’s products to tag items that would ideally reduce food waste and maximize what they are able to sell. PI hopes for pilots in this category to scale into large deployments. PI’s endpoint ICs and reader ICs are also used across retail, logistics, healthcare, and manufacturing companies. You can read more about PI and the 19 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.
