The Rippers Daily Recap 2/2: Meta Takes the Meta Ticker
Plus the latest earnings news from today!
StockMKTNewz Evan
February 02, 2022
Hey Rippers fam, happy February!
Hey everyone, it’s Evan! But I’m better known online as @StockMKTNewz. If you know me, you know I tweet way too much for any sane person to track. So, I thought I would narrow down my hundreds of tweets to get you caught up here in under 5 minutes on all the news from today you need to know!
Let me know what you think of this new daily format, my DMs on Twitter and Instagram are open! Today, we're covering the market recap, biggest headlines, and the latest Twitter Spaces.
Here's How The Stock Market Performed Today
The Major Indexes
Heat Map of the S&P 500
How The Largest Stocks Performed
How the largest stocks performed today
Apple $AAPL +0.7%
Microsoft $MSFT +1.5%
Google $GOOGL +7.5%
Amazon $AMZN -0.4%
Tesla $TSLA -2.8%
Facebook $FB +1.3%
Berkshire $BRK.B +1.8%
Taiwan Semi $TSM +0.9%
Nvidia $NVDA +2.5%
$JNJ +1.1%
JPMorgan $JPM -0.8%
Visa $V +1.3%
$UNH +2.4%— Stock Market News (@StockMKTNewz)
Feb 2, 2022
Best Performing Large Cap Stocks
Best performing large cap stocks from today
Google $GOOGL +7.5%
Qualcomm $QCOM +6.3%
Perkin $PKI +6.2%
Marathon $MPC +6.1%
Old Dominion $ODFL +5.9%
$EA +5.6%
Emerson $EMR +5.5%
GoodRx $GDRX +5.5%
Match $MTCH +5.3%
$AMD +5.1%
Xilinx $XLNX +4.9%
Extra Space $EXR +4.7%— Stock Market News (@StockMKTNewz)
Feb 2, 2022
Worst Performing Large Cap Stocks
Worst performing large cap stocks from today
PayPal $PYPL -24.6%
DynaTracce $DT -18%
CH Robinson $CHRW -11.5%
Block (Square) $SQ -10.6%
Shopify $SHOP -10%
Affirm $AFRM -9.8%
Wayfair $W -9.4%
$ETSY -9.3%
DoorDash $DASH -9.1%
Pinterest $PINS -8.9%
$SOFI -8.4%
Chewy $CHWY -8.2%— Stock Market News (@StockMKTNewz)
Feb 2, 2022
Major Earnings Headlines
Meta (Facebook) Earnings
Meta reported earnings today after the markets close, sending the stock down by more than 20%.
- EPS of $3.67 missing expectations of $3.84
- Rev of $33.67B beating expectations of $33.83B
- Biggest Headline: Meta will be changing its ticker to $META from $FB … exactly like we said they would
There would be nothing more meta than Meta getting the $META ticker
I think Zuckerberg and Facebook $FB are about to swoop in and make that a reality 👀
— Bullish Rippers (@BullishRippers)
Jan 29, 2022
**All the following charts are sited from this link**
Segment results:
This is Meta’s first quarter reporting earnings using these new segments. So, here’s what they actually mean:
Monthly active users across all Meta owned apps:
Revenue by geography:
Forward Guidance: Meta expects revenue next quarter to be between $27-$29B below expectations of $30.4B.
Google Earnings
- EPS of $30.69 (beating expectations of $26.69)
- Rev of $61.2 billion (beating expectations of $59.3 billion)
- Biggest Headline: Google's board has approved a 20:1 stock split
Google’s $GOOGL $GOOG Q4 Revenue since 2005
2021: $61.2B
2020: $56.9B
2019: $46.1B
2018: $39.3B
2017: $32.3B
2016: $26.1B
2015: $21.3B
2014: $18.1B
2013: $15.7B
2012: $10.3B
2011: $10.6B
2010: $8.4B
2009: $6.7B
2008: $5.7B
2007: $4.8B
2006: $3.2B
2005: $1.9B— Bullish Rippers (@BullishRippers)
Feb 1, 2022
Revenue by segment:
I just want to take a moment to shout out how good of an acquisition Youtube was for Google
Google acquired YouTube for $1.65 Billion back in October 2006
In just Q4 2021 YouTube brought in $8.6 Billion of revenue from ads 🤯 $GOOGL $GOOG
— Bullish Rippers (@BullishRippers)
Feb 1, 2022
Revenue generated by Youtube Ads $GOOGL
Q4 2021: $8.6B
Q4 2020: $6.9B
Q4 2019: $4.7B
Q4 2018: $3.6B— Bullish Rippers (@BullishRippers)
Feb 1, 2022
Google is still growing very strong even at this scale!!
Other Earnings Headlines
Qualcomm reported earnings today after the markets close, posting numbers of:
- EPS of $3.23, beating expectations of $3
- Rev of $10.7B, beating expectations $10.44B
AMD reported earnings yesterday after the markets close, posting numbers of:
- EPS of $0.92, beating expectations of $0.76
- Rev of $4.83B beating expectations of $4.52B
AMD said next quarter it expects revenue to come in between $4.9-$5.1B ahead of expectations of $4.32B.
PayPal reported earnings yesterday after the markets close, posting numbers of:
- EPS of $1.11, missing expectations of $1.12
- Rev of $6.92B beating expectations of $6.89B
Major Headlines
- President Biden has formally approved new US troop deployments to Eastern Europe - CNN
- Moody's has upgraded AMC Entertainment’s credit rating to Caa2 From Caa3 revising its outlook to Positive From Negative - Yahoo
- Ford sold a total of 143,531 total vehicles in January 2022 in the US along with 13,169 electrified vehicles up 167.2% YoY - Ford
- Roku announced today the expansion of its advertising business to Mexico - Yahoo
- SpaceX rolled out a new “premium” tier of its Starlink satellite internet service targeted at businesses and enterprise customers which will cost $500 per month along with a $2,500 fee for the antenna and router - CNBC
- Sofi announced today it was completed its acquisition of Golden Pacific Bancorp - Yahoo
- Google ($GOOGL) filed for a mixed securities shelf offering, no size was disclosed - SEC
- Pepsi declared a quarterly dividend of $1.075 per share unchanged from their previous dividend
- Amazon reduced its stake in Rivian to 18.1% from ~20% - SEC
Tomorrow's Largest Events: Earnings Expectations
Macro Numbers:
*All the numbers are consensus Wall ST expectations*
Before the Bell:
Eli Lilly and Company: EPS of $2.15 down 21.8% YoY, Rev of $7.89B up 6% YoY
The numbers will be released around 6:25AM EST, with the conference call starting at 9:00AM EST
Honeywell: EPS of $2.08 up 0.5% YoY, Rev of $8.74B down -1.8% YoY
The numbers will be released around 6:30AM EST, with the conference call starting at 8:30AM EST
Penn National: EPS of $0.52 up 614.3% YoY, Rev of $1.51B up 46.6% YoY
The numbers will be released around 7:00AM EST, with the conference call starting at 9:00AM EST
After the Bell:
Amazon: EPS of $3.54 down 74.9% YoY, Rev of $137.63B up 9.6% YoY
The numbers will be released around 4:00PM EST, with the conference call starting at 5:30PM EST
Ford: EPS of $0.41 up 20.6% YoY, Rev of $35.63B up 7.3% YoY
The numbers will be released around 4:05PM EST, with the conference call starting at 5:00PM EST
Unity: EPS of $-0.07 down 30% YoY, Rev of $295.71M up 34.2%
The numbers will be released around 4:05PM EST, with the conference call starting at 5:00PM EST
Snapchat: EPS of $0.10 up 11.1% YoY, Rev of $1.2B up 31.7% YoY
The numbers will be released around 4:10PM EST, with the conference call starting at 5:00PM EST
That's it for today! Thanks for reading Rippers! Stay bullish, and we'll see you all in the next one 🔥