2019년 10월 17일 목요일

3분기 실적발표 기업들(10/17/19) TSM, MS, IBM, PM, NFLX

Taiwan Semiconductor Manufacturing (NYSE: TSM): Q3 2019 Earnings Snapshot

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) reported third-quarter 2019 earnings of NT$3.90 per share (US$0.62 per ADR, vs. US$0.60 per ADR expected). 반도체 파운드리(생산만 함설계는 안하는) 대만 업체

시장예상치 주당 $0.60을 상회한 $0.62, 순이익 작년 동기 대비 13.5% 상승
매출은 10.7% 증가한 $9.4B, 시장예상치 $9.18B 상회, 다음 분기 실적전망(guidance)$10.2 - $10.3B 예상, 4분기 영업이익 48% ~ 50% 상향 제시 

Net income was NT$101.07 billion, up 13.5% from last year
Revenues grew 10.7% annually to US$9.40 billion, vs. US$9.18 billion expected
TSMC expects fourth-quarter revenues to be between US$10.2 billion and US$10.3 billion
Fourth-quarter gross profit margin is expected to be between 48% and 50%

Morgan Stanley (NYSE: MS) 2019 3 분기 매출과 이익 추정치를 상회하여 약 4 % 상승...
 3분기 순이익 주당 $1.21(조정) $1.27(GAAP) 
3분기 매출은 전년 동기 대비 2% 증가한 $10B...
시장예상치는 순이익의 경우 전년 대비 5% 감소한 $1.11, 매출은 2.4% 감소한 $96.3B으로 예상했다.

Morgan Stanley (NYSE: MS) beat third quarter 2019 earnings and revenue estimates sending its shares up about 4% in the before-market hours. 

The banking giant posted adjusted earnings of $1.21 per share and GAAP earnings of $1.27 per share in the September quarter. Revenue for the third quarter of 2019 rose 2% from the year-ago quarter to $10 billion. 

Analysts had expected the companys earnings to decrease year-over-year by 5% to $1.11 per share and revenue to decline by 2.4% to $9.63 billion for the recently ended quarter.

IBM Q3 earnings decline but beat Street view; stock drops on revenue miss(컴퓨터 하드웨어 업체... 레드햇 사서 하이브리드 클라우드사업에 진출)
순이익은 주당 $2.68, 3 분기 조정 이익은 전년 대비 22 % 감소, 시장예상치보다 약간 높았음... 조정되지 않은(GAAP)순이익은 전년 동기 $2.69B, 주당 순이익 $2.94에서 $1.67B , 주당 순이익 $1.87로 개박살 났다... 그러니 -5% 폭락...
At $2.68 per share, third-quarter adjusted earnings were down 22% from the year-ago period, but slightly above the consensus estimate. 

Net profit, on an unadjusted basis, dropped to $1.67 billion or $1.87 per share from $2.69 billion or $2.94 per share in the third quarter of last year.

Philip Morris beats Q3 earnings expectations; revenues miss 
(담배회사 필립모리스 3분기 실적은 매출은 감소...)
Philip Morris International Inc. (NYSE : PM) 3분기 매출은 시장예상치 하회, 순이익은 상회
매출액은 $7.64B작년보다 1.8 % 증가했지만 시장예상치 $7.67B 하회...주당순이익(EPS)는 전년 동기 대비 15.3% 하락한 $1.22, (GAAP)EPS 0.7% 하락한 $1.43, 시장예상치는EPS $ 1.36인데 예상치는 상회...
Philip Morris International Inc. (NYSE: PM) beat earnings estimates for the third quarter of 2019 but revenues missed expectations. Shares were up by 1.1% in premarket hours on Thursday.
Total revenues of $7.64 billion rose 1.8% from last year but fell slightly below forecasts of $7.67 billion. 
Reported EPS fell 15.3% year-over-year to $1.22 while adjusted EPS dropped 0.7% to $1.43. Analysts had projected adjusted EPS of $1.36.

Netflix (NFLX) reaches a new record for subscriber growth in Q3
(넷플릭스 3분기 구독자는 사상최고치 기록...)

매출은 $5.25B 작년 동기대비 31%, 시장예상치에 부합환율효과를 빼면 35% 증가순이익은 $665M, 주당 $1.47이며 작년 동기 $403M, $0.89보다 크게 늘었음시장예상치는 $1.04…

총 유료구독자는 작년 3분기 대비 680만명 증가. 평균 유료구독자는 22%, ARPU9% 각각 증가(YOY)… ARPUAverage Revenue per User'의 약어로, 구독료를 내는 유저(User)들의 1인당 평균 결제대금 나타내는 것참고로 넷플릭스는 화질과 사용인원에 따라 다양한 유료플랜이 있음베이직, 스탠다드, 프리미엄으로 나누어짐

미국은 50만명 유료구독자 증가시장예상치는 80만명미국은 포화상태임을 증명

미국내에서 매출과 ARPU는 작년 동기 대비 16.5% 증가해외 유료구독자는 23% 증가한 630만명이고 ARPU10% 증가함

Total revenues of $5.25 billion were up 31% from the same period last year and in line with forecasts of $5.25 billion. Excluding currency impacts, revenue growth was 35%. Net income was $665 million, or $1.47 per share, compared to $403 million, or $0.89 per share, in the prior-year quarter. 

Analysts had forecast EPS of $1.04. Total paid net adds of 6.8 million increased 12% year-over-year and was an all-time Q3 record. Average streaming paid memberships and ARPU grew 22% and 9% year-over-year, respectively.

 In the US, paid net adds totaled 0.5 million versus the company’s forecast of 0.8 million. The slower membership growth in the US was mainly due to the price hikes rolled out earlier in the year. However, revenue growth accelerated with a 16.5% year-over-year increase in US ARPU. 

International paid net additions grew 23% year-over-year to 6.3 million while ARPU rose 10%.