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#ALGN Earning declared EPS = 1.24 vs estimate= 1.19 for Q3/18 #sym #spy #earnings #markets

Earning released for ALGN: Actual EPS = 1.24 per share Estimate = 1.19 per share

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ALGN report:

The mean EPS over the last 16 releases is 0.7 per share. The current EPS at 1.24 per share is above the average EPS of the last 16 quarterly earning releases.

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$ALGN 2018-08-01 : Transcripts- Edited Transcript of ALGN earnings conference call

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Q2 2018 Align Technology Inc Earnings Call

San Jose Aug 2, 2018 (Thomson StreetEvents) — Edited Transcript of Align Technology Inc earnings conference call or presentation Wednesday, July 25, 2018 at 8:30:00pm GMT

TEXT version of Transcript

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EARNING UPDATE $ALGN Align Technology, Inc. for quarter ending q_Jun18 – Revenue rose but Margins contracted

[s2If !current_user_can(access_s2member_level0)]Please login to read the earning update on ALGN [lwa][/s2If][s2If current_user_can(access_s2member_level0)]Align Technology, Inc. reported earnings (EPS) of 1.30 per share for the quarter ending q_Jun18. This is vis-vis 1.17 per share for the previous quarter ending q_Mar18, a growth of 11.1 %. Compared to last year same quarter (q_Jun17), earnings…

Keeping with the trend of the early earnings season (and with historical trends), far more companies reporting this week are expected to beat on EPS expectations than miss. There are seven names in particular this first peak week of earnings that are on our radar. Four are anticipated to be beats and three are expected to be misses.

The Beats

To determine possible positive surprises we look for companies that have the following characteristics: 1. Large positive deltas vs. Wall Street 2. Significant upward revisions momentum into the report  3. Positive YoY growth expectations 4. A long history of beating 5. A long history of Estimize accuracy vs. the Street

GrubHub (GRUB)

Information Technology - Information Technology & Services | Reports July 25, before the open.

The Estimize community is looking for earnings per share (EPS) of $0.45 when GrubHub reports on Wednesday, revised upward by 14% in the last 3 months and 11% higher than Wall Street’s $0.41. Revenues are also expected to come in higher at $234.6M as compared to the sell side’s consensus of $232.6M. Year-over-year (YoY) EPS and revenue growth are expected to come in healthy at 75% and 48%, respectively. GRUB tends to move up an average of 7% in the 30-days post earnings release. This is also a name that tends to beat the Estimize consensus 67% of the time on EPS and 73% on revenues, and that Estimize is more accurate than Wall Street on 60% of the time on EPS and 73% on Revenue.

While EPS and revenues are important for GRUB, it’s Active Diners that investors will be eager to hear about. Right now the Estimize community is anticipating Active Diners to come in at 15.6M for Q2, an increase of 70% YoY. While this metric came in better than expected last quarter, food sales and daily active orders did not. Still, the company raise guidance for Q2, and hopes to benefit from a healthy US consumer as well as partnerships such as the recent one with Yum! Brands.

Advanced Micro Devices (AMD)

Information Technology - Semiconductors | Reports July 25, after the close.

The Estimize community is looking for earnings per share (EPS) of $0.14 when AMD reports on Wednesday, revised upward by 38% in the last 3 months and 12% higher than Wall Street’s $0.12. Revenues are also expected to come in higher at $1.759B as compared to the sell side’s consensus of $1.718.B, a number that has been revised upward by 14% since last quarter. Year-over-year (YoY) EPS and revenue growth are expected to come in healthy at 595% and 44%, respectively. AMD tends to move up an average of 6% in the 30-days post earnings release. This is also a name that tends to beat the Estimize EPS consensus 58% of the time, and that Estimize is more accurate than Wall Street on 58% of the time.

Competition between Advanced Micro Devices and Nvidia has started to heat up, with sales of AMD’s brand of APUs and CPUs, Ryzen, up 60% last quarter. Gross margins will also be important to watch again this quarter, with Estimize expecting them to come in at 37.16%, demonstrating a continual upward growth pattern over the last 4 quarters. The one area of concern revolves around their graphic card segment which has been hurting due to declining cryptocurrency prices.

Twitter (TWTR)

Information Technology - Internet Software & Services | Reports July 27, before the open.

The Estimize community is looking for earnings per share (EPS) of $0.19 when Twitter reports on Friday, revised upward by 35% in the last 3 months and 9% higher than Wall Street’s $0.17. Revenues are also expected to come in higher at $708M as compared to the sell side’s consensus of $700M, a number that has been revised upward by 11% since last quarter. Year-over-year (YoY) EPS and revenue growth are expected to come in healthy at 132% and 23%, respectively. Twitter tends to beat the Estimize EPS consensus 85% of the time, and Estimize is more accurate than Wall Street 95% of the time.

The big number to watch with the social media names is always monthly active users (MAUs). This quarter the Estimize community is looking for TWTR to report MAUs of 340.3M, a slight increase of only 4% YoY, keeping in line with their longtime trend. Those estimates have remained mostly steady, even after analysts and investors worried that a recent move to suspend millions of accounts in order to remove malicious actors from the social network and improve the “health of the service” according to CFO Ned Segal.

Align (ALGN)

Health Care - Health Care Equipment & Supplies | Reports July 25, after the close.

The Estimize community is looking for earnings per share (EPS) of $1.17 when Align reports on Wednesday, only revised upward by 2% in the last 3 months and 7% higher than Wall Street’s $1.09. Revenues are also expected to come in higher at $479.2M as compared to the sell side’s consensus of $469.2M, a number that has been revised upward by 5% since last quarter. Year-over-year (YoY) EPS and revenue growth are expected to come in healthy at 38% and 34%, respectively. ALGN tends to move up an average of 4% in the 30-days post earnings release. This is also a name that tends to beat the Estimize EPS consensus 74% of the time, and that Estimize is more accurate than Wall Street on 87% of the time.

Align is expected to continue to benefit from a healthy US consumer that is willing to spend discretionary income on health and wellness products. Total Invisalign shipments for Q2 are anticipated to come in atl 302,590, an increase of 11% QoQ and 29% YoY.

The Misses

To determine possible negative surprises we look for companies that have the following characteristics: 1. Large negative deltas vs. Wall Street 2. Significant downward revisions momentum into the report  3. Negative YoY growth expectations 4. A long history of missing 5. A long history of Estimize accuracy vs. the Street

The toymakers - while Hasbro and Mattel have been suffering for several quarters now, the bankruptcy of Toys R Us earlier this year has really exacerbated those losses, and both are expected to be two of the worst reporting companies this week.

Hasbro (HAS)

Consumer Discretionary - Leisure Equipment & Products | Reports July 23, before the open.

The Estimize community is looking for earnings per share (EPS) of $0.29 when Hasbro reports tomorrow morning, revised down by 49% in the last 3 months and lower than Wall Street’s $0.30. Revenues are also expected to come in lower at $837.9M as compared to the sell side’s consensus of $844.2M, a number that has been revised downward by 14% since last quarter. Year-over-year (YoY) EPS and revenue growth are expected to come in at -46% and -14%, respectively. This name tends to beat the Estimize EPS consensus 69% of the time, but only beats on revenues 42% of the time. Estimize is more accurate on EPS 69% of the time, an 58% of the time on revenues.

Mattel (MAT)

Consumer Discretionary - Leisure Equipment & Products | Reports July 25, after the close.

The Estimize community is looking for earnings per share (EPS) of -$0.35 when Mattel reports tomorrow morning, revised down by 163% in the last 3 months and lower than Wall Street’s -$0.32. Revenues are also expected to come in lower at $859.7M as compared to the sell side’s consensus of $863M. Year-over-year (YoY) EPS and revenue growth are expected to come in at -149% and -12%, respectively. This name tends to beat the Estimize EPS and revenue consensus only 42% of the time.

Spirit Airlines (SAVE)

Industrials - Airlines | Reports July 26, before the open.

The Estimize community is looking for earnings per share (EPS) of $0.99 when Spirit Airlines reports on Thursday, revised downward by 5% in the last 3 months and 9% lower than Wall Street’s $1.09. Revenues are also expected to come in lower at $845.5M as compared to the sell side’s consensus of $851.8M, a number that has been revised downward by 1% since last quarter. Year-over-year (YoY) EPS and revenue growth are expected to come in at -13% and 21%, respectively. SAVE tends to beat the Estimize EPS consensus 70% of the time but revenues only 35% of the time. Estimize is more accurate on both 60% of the time.

EARNING UPDATE $ALGN Align Technology, Inc. for quarter ending q_Dec17 – Revenue rose but Margins contracted

[s2If !current_user_can(access_s2member_level0)]Please login to read the earning update on ALGN [lwa][/s2If][s2If current_user_can(access_s2member_level0)]Align Technology, Inc. reported earnings (EPS) of 0.12 per share for the quarter ending q_Dec17. This is vis-vis 1.01 per share for the previous quarter ending q_Sep17, a decline of 88.1 %. Compared to last year same quarter (q_Dec16), earnings…

Priceline (PCLN): The travel industry was handed a gift this earnings season starting with strong reports from the airlines and continuing through Expedia and Las Vegas sands results in the past week. Priceline along with the hotel chains are next on deck and expectations are edging higher on this encouraging news. The online travel booking market is a two horse race between Expedia and Priceline that is coming down to who can make the most acquisitions and consolidate the market. Priceline currently has the upperhand overseas with a number of partnerships including a lucrative investment in Ctrip while Expedia dominates North American markets. A recent deal with Booking.com will help the former expand in domestic markets. As always, near term threats to travel trends such as terrorist attacks and currency headwinds along with the rising presence of Airbnb could hamper results.

Marriott International (MAR): Marriott is likely to benefit for the very same reasons as Priceline. Increasing travel demand along with continued expansion are expected to boost the quarter's results. Its recent acquisition of Starwood Resorts makes Marriott the largest hotel operator in the world and provides a huge new layer of revenue. Revisions activity has been muted despite all these positive initiatives. Fortunately estimates are calling for a 20% increase on the bottom line and 11% on the bottom, reflecting a significant improvements from previous quarters. Marriott is also susceptible to many of the near term headwinds threatening Priceline and the rest of the travel industry.

Align Technology (ALGN): Align is emerging as a popular alternative to traditional orthodontic treatment used with teens. The recently launched Invisalign G7 is expected to better facilitate tooth movement in young patients. Tying technology with dental care has propelled earnings potential in recent quarters. Align recently introduced a new treatment software that will provide a more realistic 3D visual mode to compare treatment plans. The technology is not only more cost effective but will minimize margins of error. Expectations are edging higher on these new initiatives with analysts now calling for a 60% increase in earnings and 32% in sales.

New Relic (NEWR): As has been the case with most new IPOs, New Relic has had its struggles in recent quarters. Decelerating revenue and consistent losses have led to nearly 20%decline in share prices in the past 12 months. The stock has largely recovered those losses in the past 6 months and is only down 4% since its IPO. Expectations for the quarter to be reported are largely consistent with the recent trends. Analysts are calling for a 9% increase on the bottom line and 46% on the top, reflecting a stark slow down from prior reports. As the company continues to expand and release new products that harness the power of cloud computing, earnings growth and share prices will likely follow. We are still too early though in the maturation process to know where the long term outlook is heading.

AMC Entertainment (AMC): The entertainment side of the company has its investment in theatres in the U.S. and internationally. Its active investments in improving theatres with better quality seats, improved food and overall renovations are expected to help drive traffic. Furthermore, AMC and Dolby recently signed a strategic partnership that would bring Dolby Cinema sounds to 100 AMC locations by the end of 2017. After the initial 100 projects are completed the two companies are likely to extend the relationship to additional AMC locations around the United States. Nonetheless AMC still faces a number of imminent threats included macroeconomic uncertainty and volatile consumer spending.

KLAC - News of a $16.50 special dividend has shares spiking in the pre, trading up 11%.

FLS - Flowserve down over 5% on the TradeMONSTER extended hours platform after an EPS miss and guidance lowered. I doubt it will test 52-week low ($59.35) and believe this could provide an interesting opportunity today or Monday. ALGN - Trading up 3% after an EPS beat despite the fact that they lowered guidance.

DECK - Deckers beat EPS forecast by 14 cents on stronger revenues & raised guidance. LEA - Lear beat EPS forecast by 5 cents, shares up 4% in the pre.