Munish's Stock Earnings Summary Blog

Electronic Arts Inc.(EA) reported its third fiscal quarter earnings on Tuesday, Feb 5, 2019, after the market closing bell. Here is a paraphrase of the key highlights from the call and our take below. Key Highlights from Third Fiscal Quarter Earnings Calls for Electronic Arts Inc. Call Presenter Key Points CEO Andrew Wilson The gaming industry continues to see growth.  Due to increased competition pressure Electronic Arts did not perform as expected.  Challenges will impact Q4 performance. The game "Battlefield V" ship date was moved in November, a competitive holiday and did not perform. EA plans to kick off newer updates for the game in March 2019. Harder to penetrate the growing mobile gaming market. Doubling down best and efforts on this segment. Lackluster performance in Asia in general. FIFA titles performing strongly in Korea and Europe. Organization reshaping over the past 6 months and focus on newer go-to-market stra

Square Inc. reported its 2019 first-quarter earnings on Tuesday, May 1, 2019, after the market closing bell. Here is a paraphrase of the key highlights from the call and our analysis below. Key Highlights for Q1 2019 Earnings Calls for Square Inc. Call Presenter Key Points CEO Jack Dorsey The ecosystem is the strongest competitive differentiator: Benefits employees and customers Launched Square for retail in 2019 Q1 Launched Square Online Store in 2019 Q1 to enable an omni-channel experience for sellers. Launched in Australia, Canada, UK, and the US. Square Invoices launched globally in all markets  Japan market presents growth opportunity in 2020 due to: Government focus on improving the digital payment economy. New partnership with a bank to improve market share. Two new products for better customer experience. CFO Amrita Ahuja Strong revenue growth at scale. Continue to build out the seller ecosystem. Raisin

So starting this week, my goal is to at least talk about one stock that is on my watchlist from earnings perspective.. Let us get started :  This week's pick is First Solar (FSLR). For Solar City, this was the strong competition before Solarcity merged with Tesla, from portfolio management standpoint. First Solar's fundamentals are good if not attractive. With 20% profit margins and 10% return on average equity, it's a good green energy stock to follow. However President Trump's election victory pushed this stock from $40s to low $30s over past 3 months. Last 5 days, however, the price volatility seems to have increased with price increase over last week by almost 10%. Though the business fundamentals seems strong, recent price movement on stock suggests that increased price is in response to some expected big news. My guess is that market is already priced high for some unfavorable earnings news on Feb 21. I feel the seasonality affect of winter and President Trump

Dryships Inc. was recently introduced by a close friend in a dinner party. My key takeaway was that stock volatility was super high in November 2016. and has been sliding since then with a return on equity at time of writing this blog now being close to -990%... I followed the stock for two weeks and made 12% in two weeks. In that course I researched the stock over multiple sites, both good and bad. Here is what the profile of the business is : Business Industry primarily transportation services for drybulk goods. With trump tightening borders prospects seem to be a sinking one. Net profit margins -   - 600% - basically for every $1 of investment company is giving up $6 more .. that definitely makes this a pinksheets market stock at least now. Most Recent Media News -  Today after market close, the price of the stock sank below $3.65. Some of the popular analysts are predicting the stock to trend towards reverse split one more time !! yes several reverse splits in last 3 month