r*****b
发帖数: 310 | 1 There is an intersting data in SPWR's Q2 report. The Q2 Tax rate is 1.9%,
while the earlier quaters have >36% tax rate. Does anyone know why there is
such a difference?
Non-GAAP (in millions $ except EPS) Non-GAAP
Q2 2013 Q1 2013 Q4 2012 Q3 2012 Q2 2012
Tax rate 1.9% 36.4% 52.0% 386.2% 45.6%
Revenue $650.0 $574.6 $784.6 $606.7 $650.7 Revenue $550 - $600 $2,500 - $2,
600
Gross Margin 19.5% 22.7% 18.7% 14.1% 15.1% Gross Margin 17-19% 18-20%
Operating Income $59.9 $55.4 $58.7 $10.7 $32.1
EPS (dilut... 阅读全帖 |
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g*q
发帖数: 26623 | 2 JCP的潜力确实很难说。Rj之前2011和2012两个财年的earning也不怎么样，2011年GAAP
EPS只有$1.5左右，2012年还略亏。相比之下KSS这两年GAAP EPS都是$5左右。 |
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b***u
发帖数: 12010 | 3 GAAP, non-GAAP都盈利，cash flow正，Q4 view也不错。这盘看不懂。 |
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C********1
发帖数: 5281 | 4 Q3 2013 revenue of $203 million, down 36% year-over-year, and bookings of $
152 million, down 40% year-over-year
• Q3 2013 net loss of $68 thousand and Adjusted EBITDA of $7 million
• Q3 2013 GAAP EPS of $0.00 and non-GAAP EPS of ($0.02)
这种财务也能暴涨，我还真的看不懂。 |
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d**********r
发帖数: 24123 | 5 First Solar, Inc. Announces Third Quarter 2013 Financial Results
•Record Quarterly Net sales of $1.3 billion
•GAAP EPS of $1.94 per fully diluted share, Non-GAAP EPS of $2.28 per
fully diluted share
•Cash and Marketable Securities of $1.5 billion, Net Cash of $1.3
billion |
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g*q
发帖数: 26623 | 6 GAAP亏损38M, 比Q2还多亏8M.
靠做帐弄成non-GAAP盈利16M.这样的beat没有什么意义 |
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m******u
发帖数: 12400 | 7 BEIJING, Nov. 14, 2013 (GLOBE NEWSWIRE) -- Bona Film Group Limited(Nasdaq:
BONA) ("Bona" or the "Company"), a leading film distributor and vertically
integrated film company in China, today announced its unaudited financial
results for the third quarter ended September 30, 2013.
"Overall, I am very pleased with the results that we delivered in the third
quarter," said Bona founder, Chairman and CEO Mr. Yu Dong. "We distributed
three strong films - Unbeatable, My Lucky Starand Out of Inferno 3D, ... 阅读全帖 |
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p********o
发帖数: 8012 | 8 【特斯拉报表存在粉饰？】今年四月，特斯拉承诺消费者可于三年后将车以原价的50%
返售给公司，促进了特斯拉的销售，财务处理中，非美国通用会计准则Non-GAAP下，特
斯拉将其直接确认为收入，基于三年后无人回购的假定。此外报表有意将GAAP下亏损的
数据放到不起眼的第四页。详见http://t.cn/8Dszejw |
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d*****d
发帖数: 10658 | 9 Renren Announces Unaudited Third Quarter 2013 Financial Results
BEIJING, Nov. 27, 2013 /PRNewswire/ -- Renren Inc. (NYSE: RENN) ("Renren" or
the "Company"), a leading real-name social networking internet platform in
China, today announced its unaudited financial results for the third quarter
ended September 30, 2013.
Third Quarter 2013 Highlights
Total net revenues were US$47.6 million, a 5.6% decrease from the
corresponding period in 2012. Renren net revenues were US$41.1 million, a 9.
9% decre... 阅读全帖 |
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s*****3
发帖数: 1673 | 11 Not familiar with account rules...
Why there is a big difference between GAAP EPS and Non-GAAP EPS. |
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k***t
发帖数: 569 | 12 AMD 开跌 真准时啊 目前-5%
现在-8%+
发信人: Volvo12 (大头娃), 信区: Stock
标 题: Re: AMD 开跌 真准时啊
发信站: BBS 未名空间站 (Tue Jan 21 16:38:12 2014, 美东)
Q4 2013 Results
•AMD revenue of $1.59 billion, increased 9 percent sequentially and 38
percent year-over-year
•Gross margin of 35 percent
•Operating income of $135 million and non-GAAP(1) operating income of
$91 million
•Net income of $89 million, earnings per share of $0.12 and non-GAAP(1
) net income of $45 million, earnings per share of $0.06 |
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V*****2
发帖数: 7930 | 13 Q4 2013 Results
•AMD revenue of $1.59 billion, increased 9 percent sequentially and 38
percent year-over-year
•Gross margin of 35 percent
•Operating income of $135 million and non-GAAP(1) operating income of
$91 million
•Net income of $89 million, earnings per share of $0.12 and non-GAAP(1
) net income of $45 million, earnings per share of $0.06 |
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V*****2
发帖数: 7930 | 14 ER BEAT了，盘后也没涨，确实很奇怪。
Q3 Non-GAAP Earnings Per Share Results Exceed Guidance
EA Was the #1 Publisher on Next Generation Consoles in December
Fiscal Year 2014 Non-GAAP EPS Guidance Raised to $1.30 Per Share |
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h*********r
发帖数: 2844 | 15 几个关键词，revenue， margin， growth， EPS，PE，（GAAP VS Non GAAP）。 |
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c***e
发帖数: 2554 | 16 GAAP VS Non GAAP搞不懂。一个比较不靠铺？ |
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w**k
发帖数: 6722 | 18 有道理
不知道哪里可以做 non-gaap earnings screening (like screen on Finviz, but
Finviz uses gaap earnings) |
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O**l
发帖数: 12923 | 19 你这是咋算的
收入是指什么？ pe的e 是net income
300b 30 pe 也就需要net income 10b
我不是说了吗最新季度fb 的gaap 年化是2b non gaap年化是3.2b
增长是70% yoy |
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m********o
发帖数: 2088 | 20 Q1 2014 Results
Revenue of $1.40 billion, decreased 12 percent sequentially and
increased 28 percent year-over-year
Gross margin of 35 percent
Operating income of $49 million and non-GAAP(1) operating income of $66
million
Net loss of $20 million, loss per share of $0.03 and non-GAAP(1) net
income of $12 million, earnings per share of $0.02 |
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h***0
发帖数: 1184 | 21 好多地方都说eps -0.01，但是我看那个好像是non GAAP，GAAP的要-0.06，estimate是
-0.03.这个能叫beat么 |
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l**********1
发帖数: 415 | 22 Net income of $16M and $0.11 EPS (non-GAAP), loss of $62M and $(0.50) EPS (
GAAP)
EPS：－0.39？ |
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O**l
发帖数: 12923 | 23 搞笑
gaap, non-gaap一个正一个负
cash flow是正的 你认为亏钱了 lol
而且你的理解能力很差
我的意思是说tsla去年即便这么扩张cash flow还是正的 |
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l**********1
发帖数: 415 | 24 did it beat?
Groupon Announces Second Quarter 2014 Results
Gross billings of $1.82 billion
Revenue of $751.6 million
Adjusted EBITDA of $59.1 million
GAAP loss per share of $0.03; non-GAAP earnings per share of $0.01 |
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l**********1
发帖数: 415 | 25 Non-GAAP net income (loss) per share - basic($0.05)
Non-GAAP net income (loss) per share - diluted($0.05) |
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u******4
发帖数: 4281 | 26 Glu Reports Record Third Quarter 2014 Financial Results
Record Q3 non-GAAP revenues of $83.6 million, up 270% year-over-year and
138% quarter-over-quarter
Record Q3 GAAP revenues of $64.8 million
Record Q3 Adjusted EBITDA of $15.4 million, exceeding guidance
Record Q3 Adjusted EBITDA margin of 18.4%
Full year 2014 guidance raised
Extended the license agreement with Kim Kardashian-West for an
additional three years |
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o*******y
发帖数: 1076 | 27 我也听了，也读了财报，得出这三个让我绝望的结论:
1. 虽然同2013比，rev增长了很多，但是Q1,Q2,Q3的同比增长很缓慢
2. 企业移动的营销成本太高，占其该业务rev的90%，基本上赔钱赚吆喝
3. GAAP earing亏损可以理解，毕竟有很高的处理做空的成本，但是non GAAP earing
比2013年下降了不少，这个不能忍了 |
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s********n
发帖数: 125 | 28 total non-GAAP revenue was $1.10 billion for the quarter, up 55% from a year
ago
Q1 non-GAAP net loss was $45 million, or a loss of $0.36 per basic share |
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g*******h
发帖数: 1327 | 29 Twitter's free cash flow:
2012 minus-$78.5 million;
2013 minus-$74;
2014 minus-$119.8 million;
GAAP earnings were even worse. Last year they lost, on a GAAP basis, $577
million. The whole time they're losing more money, but their active users in
2012 were 185 million. Now we're at 300. So their active users have doubled
, but not making any more.
以上是新闻里看到的评论。 |
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s********e
发帖数: 209 | 30 from seeking alpha.
Biogen (NASDAQ:BIIB) Q1 results ($M): Total Revenues: 2,726.8 (+6.7%); Net
Product Sales: 2,309.4 (+6.3%).Net Income: 970.9 (+18.0%); Non-GAAP Net
Income: 1,049.4 (+16.6%); EPS: 4.43 (+26.9%); Non-GAAP EPS: 4.79 (+25.4%).
Key Product Sales: Tecfidera: 945.9 (+7.1%); Total Interferon (Avonex +
Plegridy): 670.4 (-11.1%); Tysabri: 477.0 (+3.1%); Eloctate: 107.7 (+100.9%).
我觉得是相当不错的earning.
Biogen (NASDAQ:BIIB): Q1 EPS of $4.79 beats by $0.32.Revenue of $2.73B (+7.1
% Y/Y) misses... 阅读全帖 |
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h********o
发帖数: 3320 | 31 Q1 earnings report are very good so far, beat optimistic estimate. This
makes Q4 2015 the bottom of earning recessions, both on GAAP and non-GAAP
basis. Look at the S&P earning history, and you will see. People still
expect 2016 earnings will be better than 2015. |
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b****5
发帖数: 449 | 32 做账厉害的有一家是Allergan，年年GAAP都是亏钱，non-gaap都是赚的，Sales看上去
很烂，discontinued operation 一堆。当时被怀疑和VRX一个模子不是没有道理的。 |
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l*******m
发帖数: 1096 | 34 GAAP Financial Results
Q1-17 Q4-16 Q1-16
Revenue $984M $1.11B $832M
Operating loss $(29)M $(3)M $(68)M
Net loss $(73)M $(51)M $(109)M
Loss per share $(0.08) $(0.06) $(0.14)
Non-GAAP Financial Results(1)
Q1-17 Q4-16 Q1-16
Revenue $984M $1.11B $832M
Operating income (loss) $(6)M $26M $(55)M
Net loss ... 阅读全帖 |
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y*********u
发帖数: 3664 | 35 看了财报 我买了一些回来。明天可能挤空
Revenue of $1.94 billion, up 48 percent from a year ago
GAAP EPS of $0.79, up 126 percent from a year ago
Non-GAAP EPS of $0.85, up 85 percent from a year ago
Broad growth across all platforms |
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l******2
发帖数: 5522 | 36 1. low interest: 钱无处可去
2. non-GAAP accounting: 如果用GAAP, SP500的市盈率应该在35以上
3. Trump euphoria: ... |
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f*******e
发帖数: 5277 | 37 总算知道了差异了。你一直是拿2016 Q1 non-GAAP的数字和2017 Q1 GAAP的数字比。 |
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s****d
发帖数: 1830 | 39 这逗比gaap和nongaap都分不清啊
拿去年nongaap和今年gaap比 |
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s***d
发帖数: 15421 | 40 这有什么问题 你说的那些都是你的臆测 我以前就说了 不是你的臆测有confidence 拿
16 的non gaap 比17 年的gaap 你去SA上发帖 看看SA的对冲基金经理买不买账 在
这里忽悠青蛙有意思？哈
★ 发自iPhone App: ChineseWeb 16
★ 发自iPhone App: ChineseWeb 16 |
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t***3
发帖数: 936 | 41 按你这么说大厨 比Jobs牛。
Jack Walsh在的时候也没见GE 股票怎么牛。Michael Pearson 3年以前就是一代牛人，
现在是一袋狗屎。
tsla 卖得是股票，炒得是情怀，
还在研究tsla gaap non gaap Rev的，炒得是运气。
jb |
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r*****e
发帖数: 7853 | 42 NetEase (NTES) Tops Q2 EPS by 4c, Beats on Revenues
August 9, 2017 7:13 PM
NetEase (NASDAQ: NTES) reported Q2 EPS of $3.86, $0.04 better than the
analyst estimate of $3.82. Revenue for the quarter came in at $1.97 billion
versus the consensus estimate of $1.9 billion.
Second Quarter 2017 Financial Highlights:
Net revenues were RMB13.4 billion (US$2.0 billion), an increase of 49.4%
compared with the second quarter of 2016.
Online game services net revenues were RMB9.4 billion (US$1.4 billion), an... 阅读全帖 |
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y***n
发帖数: 2318 | 43 【 以下文字转载自 Automobile 讨论区 】
发信人: yeson (快乐着并幸福着...), 信区: Automobile
标 题: 特斯拉股债双杀 垃圾债遭抛弃拖累股价跌近3%
发信站: BBS 未名空间站 (Mon Aug 21 18:46:07 2017, 美东)
信源：华尔街见闻｜编辑：2017-08-21
特斯拉最近发行的18亿美元垃圾债跌破面值，其今日股价下跌2.76%，收盘337.86美元
，最低触及331.85美元。最近三个交易日跌幅已经超过6.9%，几乎抹除了二季度财报之
后所带来的增长。
特斯拉近日发行的18亿美元垃圾债大跌，才刚发行没多就已跌破面值，投资人抛售债券
的行为显示，市场可能对特斯拉的财务问题感到忧心。8月7日特斯拉首次发行了18亿美
元收益率高达5.3%的债券，俗称“垃圾债”，以资助其最新型号电动汽车Model 3量产
。其发行总额因市场的强劲需求，比预计的15亿美元还要多出3亿美元。其票面利率仅
为 5.3%，是同等信评和期限债券当中最低。
前几天还抢手的香饽饽垃圾债，今天就被善变的投资者们所抛弃，顺带拖累股价，抹去
财报以来涨幅。
特斯... 阅读全帖 |
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发帖数: 1 | 44
没看到建厂，可能烧在Fremont的model 3的生产线和Sparks的Giga factory。
看了一下：Q3 net loss of $619 million GAAP, or $2.92 per share non-GAAP，
Cash burn $1.4 billion in quarter.
不去圈新钱的话活下来都成问题，肯定无法建新厂。 |
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w*****e
发帖数: 931 | 45 刚从seekingalpha转贴了个貌似有错，应该是双beat
BEIJING, Nov. 15, 2017 /PRNewswire/ -- NetEase, Inc. (NTES) ("NetEase" or
the "Company"), one of China's leading internet and online game services
providers, today announced its unaudited financial results for the third
quarter ended September 30, 2017.
Third Quarter 2017 Financial Highlights
Net revenues were RMB12.5 billion (US$1.9 billion), an increase of 35.5%
compared with the third quarter of 2016.
Gross profit was RMB5.9 billion (US$893.9 million), an incre... 阅读全帖 |
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g*****1
发帖数: 1121 | 46 盈利越来越少。GAAP已经几乎没有多少盈利了，明年GAAP估计就要亏损了。
每年2块钱的分红不可持续。否则5年以后book value就全分完了 |
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g*****1
发帖数: 1121 | 47 盈利越来越少。GAAP已经几乎没有多少盈利了，明年GAAP估计就要亏损了。
每年2块钱的分红不可持续。否则5年以后book value就全分完了 |
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m***a
发帖数: 245 | 48 Forward PE 7.17 这个差不多
yahoo这个trailing可能算的GAAP的EPS，会算上合并SanDisk的cost什么的
如果看non-GAAP
2017 Q1 $1.18
2017 Q2 $2.30
2017 Q3 $2.39
2017 Q4 $2.93
2018 Q1 $3.56
增长惊人，最近4个Q的EPS total $11.18 |
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发帖数: 1 | 49 mixed..
non-GAAP的数字过于高估，GAAP的数字过于低估。 |
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h****e
发帖数: 2153 | 50 也不是一片歌舞升平，总有一小撮反动势力：
腾讯一季报亮眼背后的隐忧：投资和成本增加正侵蚀利润率？
华尔街见闻
刘镔练
11小时前
刚发布2018年一季报的“股王”腾讯，再一次打破市场预期。
一季度，腾讯净利润232.9亿元人民币，同比增长61%，环比增长12%，远超一致市场预
期174.2亿人民币；营收735.3亿人民币，同样超过市场预期的707.8亿元人民币，同比
增长48%，同比增长11%。
而腾讯的游戏业务也一扫颓势。去年四季度，游戏业务曾表现不佳，出现环比9%的跌幅
，而今年一季游戏业务同比增长26%至人民币287.78亿元，较去年四季度的243.67亿元
增长14.4%，环比重拾涨势。
与此同时，王者荣耀依然排名中国iOS最畅销手游榜首，一季度新游戏《QQ飞车手游》
也成为中国iOS最畅销手游榜亚军。此外，微信和WeChat合并月活达到10.4亿，也是首
次突破10亿大关。
此前，市场对游戏业务再度下滑和社交网络用户增速放缓的担忧，似乎不攻自破。腾讯
大股东Naspers股价也一度上涨近6%。
财报背后有何隐忧？
不过，在亮眼财报的背后，市场此前的另一担忧似乎并没有消退，那就... 阅读全帖 |
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