Munish's Stock Earnings Summary Blog

Etsy Inc.(EA) reported its 4th quarter on Monday, Feb 25, 2019, after the market closing bell. Here is a paraphrase of the key highlights from the call and my take below. Key Highlights from Earnings Calls Event in Q1 2019 for Etsy Inc. Call Presenter Key Points CEO Josh Silverman Etsy's growth was higher than the overall e-commerce market in 2018. Gaining share in the addressable market. Continued focus on improving the Etsy platform paying off. Invested in the product experience for both buyers and sellers. Improved customer support and infrastructure. Tested new marketing channels. Added context-specific search ranking, signals, and personalization. Cyber Monday resulted in $19k per minute in gross merchandising sales. Step back in Q1 to optimize spend in higher potential channels and strategies. CFO Rachel Glaser Improvements in gross merchandising sales per active buyer.  Focus on increasing habitual buy

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