Juno Therapeutics (JUNO) reported earnings on Tue 22 Nov 2016 (a/h)

** charts before earnings **

 

** charts after earnings **

Nimble Storage (NMBL) reported earnings on Tue 11/22/16 (a/h)

** charts before earnings **

  

** charts after earnings **

Nimble Storage reports EPS in-line, revs in-line; guides Q4 EPS just below consensus, revs in-line  :

• Reports Q3 (Oct) loss of $0.18 per share, in-line with the Capital IQ Consensus of ($0.18); revenues rose 26.4% year/year to $102 mln vs the $101.95 mln Capital IQ Consensus. 
  • Strong All Flash array momentum; over 24% of total Product Bookings, up from 17% in prior quarter
  • Customer base up 38% in Q3FY17 year-over-year; over 9,450 customers worldwide; year-over-year bookings from Large Enterprises (Global 5000) grew 53% and bookings from Cloud Service Providers grew 65%
  • Large deals drive growth: >$100K deals represent 50% of bookings and >$250K deals represent 24% of bookings
• Co issues guidance for Q4, sees EPS of ($0.13)-(0.15) vs. ($0.12) Capital IQ Consensus Estimate; sees Q4 revs of $112-115 mln vs. $113.03 mln Capital IQ Consensus Estimate.

Adient (ADNT) began trading on the NYSE on 25 October 2016

• Adient is the world’s largest maker of automotive seating.
• Spun out of Johnson Controls International (JCI).

Adient’s AI17 luxury-seating concept for automated driving systems.

Veeva Systems (VEEV) reported earnings on Tue 11/22/16 (a/h)

** charts before earnings **

** charts after earnings **

 

Veeva Systems beats by $0.06, beats on revs; guides Q4 EPS above consensus, revs above consensus  :

• Reports Q3 (Oct) earnings of $0.22 per share, excluding non-recurring items, $0.06 better than the Capital IQ Consensus of $0.16; revenues rose 33.6% year/year to $142.8 mln vs the $135.8 mln Capital IQ Consensus.
• Co issues upside guidance for Q4, sees EPS of $0.17, excluding non-recurring items, vs. $0.15 Capital IQ Consensus Estimate; sees Q4 revs of $145-146 mln vs. $140.65 mln Capital IQ Consensus Estimate.
• "Consistently strong demand across product lines drove better than expected revenue and profitability in the third quarter...We continue to execute well against our multi-billion dollar market opportunity and remain slightly ahead of our revenue target for 2020."

Cheetah Mobile (CMCM) earnings on Mon 21 Nov 2016 (b/o)

** charts after earnings **

  

BEIJING (AP) _ Cheetah Mobile Inc. (CMCM) on Monday reported third-quarter net income of $68,000.

The Beijing-based company said it had net income of less than 1 cent on a per-share basis. Earnings, adjusted for stock option expense, came to 8 cents per share.

The mobile internet company posted revenue of $169.2 million in the period.

For the current quarter ending in December, Cheetah Mobile said it expects revenue in the range of $180 million to $186 million.

Cheetah Mobile shares have dropped 34 percent since the beginning of the year. The stock has fallen 45 percent in the last 12 months.

Snap files for $4B IPO

Snapchat will seek to raise as much as $4 billion in its IPO at a valuation of about $25 billion to $35 billion.
Snapchat’s parent filed the paperwork for an initial public offering with the Securities and Exchange Commission ahead of the presidential election, sources say. An IPO would value Snap at up to $25 billion, making it the largest U.S.-listed technology offering since Chinese e-commerce company Alibaba Group Holding Ltd. made its debut in 2014 at a $168 billion valuation.

Amplify Snack Brands (BETR) reported Q3 earnings on Mon 14 November 2016

** charts after earnings **

** 3 days later **

AUSTIN, Texas (AP) _ Amplify Snack Brands Inc. (BETR) on Monday reported third-quarter net income of $1.6 million, after reporting a loss in the same period a year earlier.

The Austin, Texas-based company said it had profit of 2 cents per share. Earnings, adjusted for non-recurring costs, were 12 cents per share.

The results did not meet Wall Street expectations. The average estimate of six analysts surveyed by Zacks Investment Research was for earnings of 15 cents per share.

The popcorn and tortilla chip maker posted revenue of $68 million in the period, beating Street forecasts. Five analysts surveyed by Zacks expected $64.7 million.

Amplify expects full-year earnings in the range of 49 cents to 51 cents per share, with revenue in the range of $268 million to $272 million.

Amplify shares have increased 17 percent since the beginning of the year. In the final minutes of trading on Monday, shares hit $13.47, a rise of 11 percent in the last 12 months.

Autohome (ATHM) reported earnings on Mon Nov. 14, 2016 (b/o)

** charts before earnings **

 

The Trade Desk (TTD) reported earnings on Thur 10 Nov 2016 (a/h)

** charts before earnings **

  

** charts after earnings **

  

The Trade Desk beats by $0.03, beats on revs; guides Q4 revs in-line :

• Reports Q3 (Sep) earnings of $0.24 per share, excluding non-recurring items, $0.03 better than the Capital IQ Consensus of $0.21; revenues rose 84.0% year/year to $53 mln vs the $49.07 mln Capital IQ Consensus.
• Co issues in-line guidance for Q4, sees Q4 revs of $62 mln vs. $61.75 mln Capital IQ Consensus; EBITDA margin 30% vs. 31.3% in Q3. 
• "Media buyers find enormous value in the ability to look at millions of ad opportunities every second across devices and formats, using data to make the best decisions in real-time. We are excited to share today that we exceeded our own expectations for the third quarter. Because of our significant growth in international expansion, mobile, video, and television, we have significantly outgrown the industry and are massively outpacing the growth of the overall market."

Momo (MOMO) reported earnings on Tue 8 Nov 2016 (b/o)

** charts after earnings **

 

 

Momo easily beats Q3 EPS and revenue consensus; guides Q4 revs above consensus :

• Co reports Q3 $0.24 vs $0.14 Capital IQ Consensus Estimate; revs +319% YoY to $157 mln vs $131.05 mln Capital IQ Consensus Estimate.
• Monthly Active Users were 77.4 mln in September 2016, compared to 73.0 mln in September 2015.
• "Live broadcasting business continued to gain traction and boosted the acceleration in revenue and profit growth. At the same time we are making good progress with our strategy to drive the convergence of video and social activities on our platform."
• Guidance: For the fourth quarter of 2016, the Company expects total net revenues to be between $185 mln and $190 mln (Capital IQ consensus $140.2 mln), representing a year-over-year increase of 369% to 381%.

Smart Sand (SND) began trading on Nasdaq on 4 Nov 2016

Description

Smart Sand, Inc. is a producer of Northern White raw frac sand. The Company sells its products primarily to oil and natural gas exploration and production companies, and oilfield service companies. The Company owns and operates a raw frac sand mine and related processing facility near Oakdale, Wisconsin, at which it has approximately 244 million tons of proven recoverable sand reserves and approximately 92 million tons of probable recoverable sand reserves as of December 31, 2015, respectively. Its Oakdale facility is situated on approximately 1,196 contiguous acres, with on-site processing and rail loading facilities. Its integrated Oakdale facility, with on-site rail infrastructure and wet and dry sand processing facilities, is served by two Class I rail lines. In addition to the Oakdale facility, it owns a second property in Jackson County, Wisconsin, which it calls the Hixton site. Its Hixton site consists of approximately 959 acres in Jackson County, Wisconsin.

Address

24 Waterway Ave Ste 350
THE WOODLANDS, TX 77380-3197
United States

Key stats and ratios

	Q4 (Dec '16)	2016
Net profit margin	42.24%	17.52%
Operating margin	48.29%	32.65%
EBITD margin	-	45.37%
Return on average assets	33.59%	6.78%
Return on average equity	68.95%	14.20%
Employees	103

Cara Therapeutics (CARA) reported earnings on Thur 3 Nov 2016 (a/h)

** charts before earnings **

  

** charts after earnings **

  

Cara Therapeutics beats by $0.05  :

• Reports Q3 (Sep) loss of $0.42 per share, $0.05 better than the Capital IQ Consensus of ($0.47).
• The Company did not recognize any revenue during the third quarter of 2016. During the third quarter of 2015, total revenue recognized was $2.4 million, including $1.7 million of license and milestone fees revenue and $730,000 of collaborative revenue, comprising revenue which was earned upon achievement of defined milestones under the license agreements with Maruishi Pharmaceutical Company Ltd. and Chong Kun Dang Pharmaceutical Company, as well as revenue that had been deferred upon entry into the license agreement with Maruishi.
• Based on timing expectations and projected costs for current clinical development plans, Cara expects that its existing cash and cash equivalents and available-for-sale marketable securities as of September 30, 2016 will be sufficient for the Company to fund its operating expenses and capital expenditure requirements through the end of the first quarter of 2018, without giving effect to any potential milestone payments under existing collaborations.