Facebook (NASDAQ:FB) Releasing 7/26/17 AMC
The Estimize consensus calls for EPS of $1.21, six cents higher than the Wall Street consensus. Currently, the Estimize community is looking for revenues of $9.242B, slightly higher than the Street’s expectation for $9.173B.
Let’s take a look at some KPI’s, so that we can see how we are approaching these numbers. Average Revenue Per User (ARPU) is estimated to be $4.64, Daily Active Users (DAU) are approximated at 1,333M and Monthly Active Users (MAU) are estimated at 2,001M. YoY EPS is predicted to grow 19% and YoY revenue is projected to grow 43%. The company’s stock rose slightly after it announced it will be establishing a paid news feature on their site. In fact, the company was up 0.6% after announcing the news. FB is proposing a paywall on certain news features, thereby incentivizing companies to post their content on the site, as well as increase revenue for both. This feature is part of FB’s Instant Articles platform and is set to begin testing as early as October. Likewise, CEO Mark Zuckerberg has shifted Facebook’s mission statement from “[giving] people the power to share and make the world more open and connected" to ‘[giving] people the power to build community and bring the world closer together”, placing more emphasis on groups.
Twitter (NYSE:TWTR) Releasing 7/26/17 BMO
The Estimize consensus calls for EPS of $0.07, slightly higher than the Wall Street consensus of %0.05. Currently, the Estimize community is looking for revenues of $546.45M, just slightly higher than the Street’s expectation for $536.65M.
YoY, EPS is projected to decrease 62% and revenue is projected to decrease by 11%. Our Estimize community took a look at some KPI’s and reached the estimate for Monthly Active Users (MAU) to be 332.02M. Despite the recent Twitter “comeback” as some may say, Morgan Stanley (NYSE:MS) analysts say not to get in on the stock as this is just a phase. They are predicting the stock will lose half its value due to a lack of spending on investors’ parts. The reason they say this is because they have not heard any news on Twitter’s part regarding any change in advertising strategy.
It should be interesting to see what happens with Twitter, as they still have not turned a profit.
Whole Foods (NASDAQ:WFM) Releasing 7/26/17 AMC
The Estimize consensus calls for EPS of $0.34, equal to Wall Street consensus. Currently, the Estimize community is looking for revenues of $3.725B, pretty much in line with the Street’s expectation for $3.721B.
Projected YoY growth for EPS and revenue is -8% and 0%, respectively. WFM presents a dividend yield of 1.73% and a P/E ratio of 33.1. Many eyes have been on Whole Foods since the news of the Amazon (NASDAQ:AMZN) acquisition went public. In recent weeks, Amazon has begun discussions with organic farmers and ranchers, seeking the distribution of organic and grass-fed meats, according to the media. In accordance with many analysts, the organic foods industry is booming and with Amazon creeping into that market with its acquisition of Whole Foods, many say that the demand for plant-based proteins will increase.