Thomson Reuters This Week in Earnings report on the S&P 500's earnings.
You can subscribe to more earnings reports here: http://www.trpropresearch.com/subscribe/
Please note: if you use our earnings data, please source Thomson Reuters I/B/E/S.
This document contains numerous charts and graphs related to economic indicators in the United States and globally. It shows data on consumer confidence, business confidence, GDP growth, monetary policy, jobs, profits and other topics. The data comes from sources like the OECD, IMF, Bureau of Labor Statistics, Census Bureau and others. Overall the data suggests moderate global economic growth and strengthening conditions in the US economy in recent months.
- As of 2014, over 500 insurance carriers held more than $47 billion in outstanding surplus notes. The life/annuity segment had the largest amount at $29 billion, while property/casualty had $14.9 billion and health had $3.9 billion.
- On average, surplus notes accounted for 21.6% of capital and surplus for property/casualty companies, 13.6% for life/annuity companies, and 63.4% for health companies.
- Since 2000, around 1,000 surplus notes totaling $38.7 billion have been issued, with 2014 seeing a peak of 160 notes totaling $5.7 billion issued.
- US and European stock futures fell and Asian markets dropped sharply due to concerns over global growth and the outcome of Greece's debt restructuring.
- European stocks declined with banks and resources stocks falling the most. Eurozone GDP contracted 0.3% QoQ in Q4, driven by declines in investment, exports and consumer spending.
- Private investors holding 20% of Greek bonds involved in the debt swap have agreed to participate in the restructuring, which runs through March 8th and aims to cut Greek debt by 53.5%.
- Asian stocks fell sharply led by miners, following global markets lower on growth worries. Japan's Nikkei shed 0.6% while Hong Kong's Hang Seng dropped
Travis Perkins PLC is a UK-based company that operates in builders' merchant and home improvement markets. It is a leading supplier of basic products to the building and construction industries in the UK. Analysts recommend buying Travis Perkins stock, with a target price of 2150 GBX, representing 19.98% upside. Key risks include housing market conditions, supplier dependency, and competitive pressures. The company has seen strong revenue growth and is undertaking strategic transformations and acquisitions to capitalize on growth in the housing and construction industries.
Dans sa dernière étude « PwC Golden Age Index : how well are OECD economies adapting to an older workforce ? », le cabinet d’audit et de conseil PwC compare l’emploi des seniors (travailleurs âgés de plus de 55 ans) dans 34 pays de l’OCDE.
Presentation given by CEO Jeff Weiner, and CFO Steve Sordello, at LinkedIn Q4 2015 Earnings Call. For more information, check out http://investors.linkedin.com/.
Thomson Reuters This Week in Earnings report on the S&P 500's earnings.
You can subscribe to more earnings reports here: http://www.trpropresearch.com/subscribe/
Please note: if you use our earnings data, please source Thomson Reuters I/B/E/S.
This document contains numerous charts and graphs related to economic indicators in the United States and globally. It shows data on consumer confidence, business confidence, GDP growth, monetary policy, jobs, profits and other topics. The data comes from sources like the OECD, IMF, Bureau of Labor Statistics, Census Bureau and others. Overall the data suggests moderate global economic growth and strengthening conditions in the US economy in recent months.
- As of 2014, over 500 insurance carriers held more than $47 billion in outstanding surplus notes. The life/annuity segment had the largest amount at $29 billion, while property/casualty had $14.9 billion and health had $3.9 billion.
- On average, surplus notes accounted for 21.6% of capital and surplus for property/casualty companies, 13.6% for life/annuity companies, and 63.4% for health companies.
- Since 2000, around 1,000 surplus notes totaling $38.7 billion have been issued, with 2014 seeing a peak of 160 notes totaling $5.7 billion issued.
- US and European stock futures fell and Asian markets dropped sharply due to concerns over global growth and the outcome of Greece's debt restructuring.
- European stocks declined with banks and resources stocks falling the most. Eurozone GDP contracted 0.3% QoQ in Q4, driven by declines in investment, exports and consumer spending.
- Private investors holding 20% of Greek bonds involved in the debt swap have agreed to participate in the restructuring, which runs through March 8th and aims to cut Greek debt by 53.5%.
- Asian stocks fell sharply led by miners, following global markets lower on growth worries. Japan's Nikkei shed 0.6% while Hong Kong's Hang Seng dropped
Travis Perkins PLC is a UK-based company that operates in builders' merchant and home improvement markets. It is a leading supplier of basic products to the building and construction industries in the UK. Analysts recommend buying Travis Perkins stock, with a target price of 2150 GBX, representing 19.98% upside. Key risks include housing market conditions, supplier dependency, and competitive pressures. The company has seen strong revenue growth and is undertaking strategic transformations and acquisitions to capitalize on growth in the housing and construction industries.
Dans sa dernière étude « PwC Golden Age Index : how well are OECD economies adapting to an older workforce ? », le cabinet d’audit et de conseil PwC compare l’emploi des seniors (travailleurs âgés de plus de 55 ans) dans 34 pays de l’OCDE.
Presentation given by CEO Jeff Weiner, and CFO Steve Sordello, at LinkedIn Q4 2015 Earnings Call. For more information, check out http://investors.linkedin.com/.
El informe Las 100 mayores empresas cotizadas del mundo, elaborado por PwC, recoge la evolución de la capitalización bursátil de las 100 principales compañías a fecha de 31 de marzo de 2015. Las empresas estadounidenses y del sector tecnológico copan las primeras posiciones del ranking general.
- The 4th quarter of 2017 saw declines in the FTSE MIB, FTSE STAR, and FTSE AIM indexes in Italy, with the number of listed companies remaining steady.
- While the AIM Italia performed poorly in the 4th quarter, 2017 overall saw strong gains thanks to 24 IPOs and 2 business combinations, with total market capitalization reaching €6 billion.
- Eight new companies conducted IPOs on the AIM Italia in the 4th quarter, including two SPACs, bringing the total listed companies to 94.
This document provides growth metrics for local enterprise partnerships (LEPs) in England, including the proportion of fast-growing firms, net job creation ratios, survival rates of startups, and the proportion of startups that reach £1 million in turnover. It finds that LEPs with above-average growth are a mix of London, major city regions, and more rural areas. While survival rates of startups are relatively consistent, city-based LEPs have above-average rates of startups reaching £1 million in turnover. The data comes from the Business Structure Database and aims to inform LEP priorities and business support.
Acxiom live ramp-investor roadshow deck_final_eod 3pmacxiom2016ir
This document provides an investor overview of LiveRamp, a subsidiary of Acxiom. It discusses how LiveRamp has built a large identity graph and data platform to help clients deliver personalized customer experiences across channels. LiveRamp has over 570 integrated platforms and provides identity solutions, data access and stewardship. It has a strong SaaS business model with high retention and growth. The opportunity for LiveRamp is to significantly expand by adding new customers, upselling existing customers to use more of its identity and data capabilities, and entering new use cases beyond marketing like customer experience, sales, risk, healthcare and government.
CyrusOne reported strong 4Q results that beat estimates, with revenue up 1.5% quarter-over-quarter and 20.2% year-over-year. Full year results showed growth of 25.6% in revenue, 22.1% in EBITDA, 42.2% in FFO, and 51.3% in AFFO. Guidance for 2015 implies mid-point revenue growth of 14.0% and EBITDA and FFO growth of around 12%. The company continues to execute well and achieve above-market growth while trading at a discount to peers. Leasing was solid in 4Q and for the full year, up 33.3% year-over-year
The ISG Index™ provides a quarterly review of the latest sourcing industry data and trends for clients, service providers, analysts and the media. For more than a decade, it has been the authoritative source for marketplace intelligence related to outsourcing transaction structures and terms, industry adoption, geographic prevalence and service provider performance.
DL analysis of electricity profits 201116Derek Louden
This document analyzes profitability data from 2015 for the major UK electricity companies, known as the "Big Six". It finds that while the retail supply businesses showed relatively low returns due to increased competition, the generation businesses, which were not examined by regulators, reported much higher returns in many cases, with three companies earning EBITDA returns over 20%. The document argues this indicates an oligopoly in the wholesale electricity market, and that regulators should investigate generation profits and potential price manipulation.
Roth presentation jason tienor telkonetAdam Martin
This document provides an overview of an intelligent automation company. It discusses the company's history, leadership, financial performance, products, markets, growth strategy, and competitive advantages. The company has experienced significant revenue and profitability growth recently and aims to further penetrate existing markets and expand into new sectors through 2020. Key factors making it well-positioned for continued expansion include its technological capabilities, growing customer base, profitable financials, and experienced management team.
Raportul PricewaterhouseCoopers (PwC) cu tendinte si recomandari referitoare la modul in care companiile isi raporteaza performantele de sustenabilitate
From Bessemer Venture Partners, Partner Mary D'Onofrio releases the definitive benchmarking report on how cloud companies grow operationally efficient businesses and scale to $100 million in ARR (and beyond).
- The original investment thesis for Rentrak Corporation remains intact but revenue growth expectations were significantly higher than realized performance and management guidance.
- While Rentrak saw considerable revenue growth in key areas, it was well below projections, and further growth may not be sustainable at the levels expected.
- The stock price is highly sensitive to news about revenue and guidance, with large swings that could impact any holding in the company.
- A revised discounted cash flow valuation was performed using updated financial results and expense assumptions, but Rentrak's performance remains hard to predict accurately.
- The document provides an overview and financial discussion of AuRico Gold Inc. for the first quarter of 2014.
- Key highlights include gold production of 54,214 ounces, operating cash flow of $24.5 million, and cash costs per ounce of $870.
- Outlook for 2014 includes total gold production of 210,000-240,000 ounces at all-in sustaining costs of $1,100-$1,200 per ounce.
El 17 de noviembre de 2015, organizamos en la Fundación Ramón Areces con el Fondo Monetario Internacional la jornada 'Perspectivas y desafíos de política económica en América Latina'. En ella se presentó y analizó el Informe del FMI 'Perspectivas económicas-Las Américas (octubre, 2015)'.
[Infographic] Why You Need to Leverage IoT in HealthcareTSIA
Despite the healthcare industry experiencing steady growth year over year, many HHIT (Healthcare & Healthcare IT) providers are beginning to see the cracks in their traditional business models. This infographic outlines the various ways HHIT organizations can embrace the Internet of Things (IoT) through smart, connected to products to capture new revenue streams, including optimized customer processes, and improved business outcomes.
During the first nine months of 2018, the Global M&A deals was US$ 2.72tn. In Latin America, the activity was US$ 55.9bn. The report includes the financial advisor league table.
The document provides a mid-year review of policies relevant to fleet managers, covering the automotive market, recent budget, taxes, infrastructure, environment, technology, and safety. It summarizes that while economic forecasts have been downgraded, new car registrations continue to grow, especially for fleets. The budget froze fuel duty and invested in new infrastructure projects. Residual values for used cars may come under pressure due to high new registrations.
Nvta q3 2016 earnings final final fina lv2invitaeir
Invitae Corporation held its third quarter earnings call on November 7, 2016. The company reported approximately 200% year-over-year growth in test volume, with 15,200 billable reports in the quarter. Invitae has expanded its genetic testing to over 1,000 genes and increased its in-network health plan coverage to over 160 million covered lives. The company's execution has positioned it to continue driving revenue growth and achieve positive cash flow by the end of 2018.
- US stock futures were higher in overnight trading as investors brace for more corporate earnings reports. Asian markets also closed higher.
- European markets opened higher as well, paring some losses from the previous session. Investors are monitoring a series of corporate announcements.
- In company news, Morgan Stanley reported second quarter earnings that beat estimates, helped by profits in its wealth management business. McCormick agreed to buy Reckitt Benckiser's North American food business for $4.2 billion. GM invested in autonomous vehicle software startup Nauto.
Invitae Corporation reported on its third quarter earnings call. It achieved strong revenue growth through increased testing volume and expanded insurance coverage. Volume grew over 200% year-over-year and the company is now billing at an annual run rate of $70 million. Invitae reduced costs per test and expanded its network of partners. It aims to reach positive cash flow by the end of 2018 through continued execution of its strategy.
This curriculum vitae summarizes the qualifications and experience of Taiyab Ali as a safety officer. He has over 5 years of experience in safety roles for construction companies. His responsibilities have included identifying hazards, conducting safety training and inspections, maintaining safety records and reports, and ensuring accident-free worksites. He holds a post-graduate diploma in industrial safety and qualifications in software applications and tally.
The document discusses the benefits of exercise for mental health. Regular physical activity can help reduce anxiety and depression and improve mood and cognitive functioning. Exercise causes chemical changes in the brain that may help protect against mental illness and improve symptoms.
El informe Las 100 mayores empresas cotizadas del mundo, elaborado por PwC, recoge la evolución de la capitalización bursátil de las 100 principales compañías a fecha de 31 de marzo de 2015. Las empresas estadounidenses y del sector tecnológico copan las primeras posiciones del ranking general.
- The 4th quarter of 2017 saw declines in the FTSE MIB, FTSE STAR, and FTSE AIM indexes in Italy, with the number of listed companies remaining steady.
- While the AIM Italia performed poorly in the 4th quarter, 2017 overall saw strong gains thanks to 24 IPOs and 2 business combinations, with total market capitalization reaching €6 billion.
- Eight new companies conducted IPOs on the AIM Italia in the 4th quarter, including two SPACs, bringing the total listed companies to 94.
This document provides growth metrics for local enterprise partnerships (LEPs) in England, including the proportion of fast-growing firms, net job creation ratios, survival rates of startups, and the proportion of startups that reach £1 million in turnover. It finds that LEPs with above-average growth are a mix of London, major city regions, and more rural areas. While survival rates of startups are relatively consistent, city-based LEPs have above-average rates of startups reaching £1 million in turnover. The data comes from the Business Structure Database and aims to inform LEP priorities and business support.
Acxiom live ramp-investor roadshow deck_final_eod 3pmacxiom2016ir
This document provides an investor overview of LiveRamp, a subsidiary of Acxiom. It discusses how LiveRamp has built a large identity graph and data platform to help clients deliver personalized customer experiences across channels. LiveRamp has over 570 integrated platforms and provides identity solutions, data access and stewardship. It has a strong SaaS business model with high retention and growth. The opportunity for LiveRamp is to significantly expand by adding new customers, upselling existing customers to use more of its identity and data capabilities, and entering new use cases beyond marketing like customer experience, sales, risk, healthcare and government.
CyrusOne reported strong 4Q results that beat estimates, with revenue up 1.5% quarter-over-quarter and 20.2% year-over-year. Full year results showed growth of 25.6% in revenue, 22.1% in EBITDA, 42.2% in FFO, and 51.3% in AFFO. Guidance for 2015 implies mid-point revenue growth of 14.0% and EBITDA and FFO growth of around 12%. The company continues to execute well and achieve above-market growth while trading at a discount to peers. Leasing was solid in 4Q and for the full year, up 33.3% year-over-year
The ISG Index™ provides a quarterly review of the latest sourcing industry data and trends for clients, service providers, analysts and the media. For more than a decade, it has been the authoritative source for marketplace intelligence related to outsourcing transaction structures and terms, industry adoption, geographic prevalence and service provider performance.
DL analysis of electricity profits 201116Derek Louden
This document analyzes profitability data from 2015 for the major UK electricity companies, known as the "Big Six". It finds that while the retail supply businesses showed relatively low returns due to increased competition, the generation businesses, which were not examined by regulators, reported much higher returns in many cases, with three companies earning EBITDA returns over 20%. The document argues this indicates an oligopoly in the wholesale electricity market, and that regulators should investigate generation profits and potential price manipulation.
Roth presentation jason tienor telkonetAdam Martin
This document provides an overview of an intelligent automation company. It discusses the company's history, leadership, financial performance, products, markets, growth strategy, and competitive advantages. The company has experienced significant revenue and profitability growth recently and aims to further penetrate existing markets and expand into new sectors through 2020. Key factors making it well-positioned for continued expansion include its technological capabilities, growing customer base, profitable financials, and experienced management team.
Raportul PricewaterhouseCoopers (PwC) cu tendinte si recomandari referitoare la modul in care companiile isi raporteaza performantele de sustenabilitate
From Bessemer Venture Partners, Partner Mary D'Onofrio releases the definitive benchmarking report on how cloud companies grow operationally efficient businesses and scale to $100 million in ARR (and beyond).
- The original investment thesis for Rentrak Corporation remains intact but revenue growth expectations were significantly higher than realized performance and management guidance.
- While Rentrak saw considerable revenue growth in key areas, it was well below projections, and further growth may not be sustainable at the levels expected.
- The stock price is highly sensitive to news about revenue and guidance, with large swings that could impact any holding in the company.
- A revised discounted cash flow valuation was performed using updated financial results and expense assumptions, but Rentrak's performance remains hard to predict accurately.
- The document provides an overview and financial discussion of AuRico Gold Inc. for the first quarter of 2014.
- Key highlights include gold production of 54,214 ounces, operating cash flow of $24.5 million, and cash costs per ounce of $870.
- Outlook for 2014 includes total gold production of 210,000-240,000 ounces at all-in sustaining costs of $1,100-$1,200 per ounce.
El 17 de noviembre de 2015, organizamos en la Fundación Ramón Areces con el Fondo Monetario Internacional la jornada 'Perspectivas y desafíos de política económica en América Latina'. En ella se presentó y analizó el Informe del FMI 'Perspectivas económicas-Las Américas (octubre, 2015)'.
[Infographic] Why You Need to Leverage IoT in HealthcareTSIA
Despite the healthcare industry experiencing steady growth year over year, many HHIT (Healthcare & Healthcare IT) providers are beginning to see the cracks in their traditional business models. This infographic outlines the various ways HHIT organizations can embrace the Internet of Things (IoT) through smart, connected to products to capture new revenue streams, including optimized customer processes, and improved business outcomes.
During the first nine months of 2018, the Global M&A deals was US$ 2.72tn. In Latin America, the activity was US$ 55.9bn. The report includes the financial advisor league table.
The document provides a mid-year review of policies relevant to fleet managers, covering the automotive market, recent budget, taxes, infrastructure, environment, technology, and safety. It summarizes that while economic forecasts have been downgraded, new car registrations continue to grow, especially for fleets. The budget froze fuel duty and invested in new infrastructure projects. Residual values for used cars may come under pressure due to high new registrations.
Nvta q3 2016 earnings final final fina lv2invitaeir
Invitae Corporation held its third quarter earnings call on November 7, 2016. The company reported approximately 200% year-over-year growth in test volume, with 15,200 billable reports in the quarter. Invitae has expanded its genetic testing to over 1,000 genes and increased its in-network health plan coverage to over 160 million covered lives. The company's execution has positioned it to continue driving revenue growth and achieve positive cash flow by the end of 2018.
- US stock futures were higher in overnight trading as investors brace for more corporate earnings reports. Asian markets also closed higher.
- European markets opened higher as well, paring some losses from the previous session. Investors are monitoring a series of corporate announcements.
- In company news, Morgan Stanley reported second quarter earnings that beat estimates, helped by profits in its wealth management business. McCormick agreed to buy Reckitt Benckiser's North American food business for $4.2 billion. GM invested in autonomous vehicle software startup Nauto.
Invitae Corporation reported on its third quarter earnings call. It achieved strong revenue growth through increased testing volume and expanded insurance coverage. Volume grew over 200% year-over-year and the company is now billing at an annual run rate of $70 million. Invitae reduced costs per test and expanded its network of partners. It aims to reach positive cash flow by the end of 2018 through continued execution of its strategy.
This curriculum vitae summarizes the qualifications and experience of Taiyab Ali as a safety officer. He has over 5 years of experience in safety roles for construction companies. His responsibilities have included identifying hazards, conducting safety training and inspections, maintaining safety records and reports, and ensuring accident-free worksites. He holds a post-graduate diploma in industrial safety and qualifications in software applications and tally.
The document discusses the benefits of exercise for mental health. Regular physical activity can help reduce anxiety and depression and improve mood and cognitive functioning. Exercise causes chemical changes in the brain that may help protect against mental illness and improve symptoms.
Srinivas Ganta is a SAP ABAP consultant with over 9 years of experience working for IBM India Pvt Ltd and previously for Capgemini India. He has extensive expertise in SAP modules including FI, CO, MM, SD, PP, PM, PS and Asset Accounting. He has experience with ABAP programming, ALE, IDOCs, user exits, BADIs and more. His current project involves providing support for Gestamp's SAP systems across multiple countries.
Top 8 human resource supervisor resume samplestonychoper3705
The document provides resources for human resource supervisors seeking jobs or career advancement. It lists resume samples, cover letter samples, interview questions and answers, and tips for writing resumes, cover letters, and preparing for interviews. Links are provided to additional materials on resume writing, interview preparation, and career development topics.
Este manual tiene el objetivo de proporcionar información y dar un buen servicio de soporte técnico al cliente, demostrando el dominio del técnico para solucionar problemas de forma rápida y segura de hardware y software, facilitando el servicio al cliente a través del soporte técnico presencial y el uso de tecnologías de comunicación.
This document provides details about the television show Smallville, including its characters, seasons, and plotlines. It discusses how the first season focused on "freak of the week" villains and Lionel Luthor becoming a main character. It also summarizes Christopher Reeve's guest appearance in season 2 and how the show developed Clark and Lana's relationship over multiple seasons without making them an official couple.
This document discusses a grading system and student performance data. It presents the grading scheme used which assigns letter grades from A+ to F based on percentage scores. Graphs then show the test, assignment, and exam scores for various students in the class. The document concludes with a discussion of the negative effects of focusing students on grades, including diminished interest, preference for easier tasks, and more superficial learning. Overall grades provide no educational benefits and mainly exist due to tradition.
This strategic communications proposal recommends focusing CLMP's communications on attracting corporate donors. Currently, CLMP focuses inward on serving its 530 member publishers and lacks a strategic marketing plan. It faces challenges including lack of public awareness, emotional appeal for funders, and board/member involvement in increasing funding. Opportunities include leveraging CLMP members' passion for literary publishing and the popularity of CLMP's annual celebrity Spelling Bee event. The proposal analyzes CLMP's current funding sources and recommends diversifying away from reliance on government grants like the NEA, as state funding is also volatile. CLMP should reposition itself from a technical services provider to appeal to corporations that support independent publishing and literary causes.
This document provides materials for evaluating the job performance of a dental treatment coordinator, including:
- A form for conducting a performance review, rating the coordinator on various criteria like administration, communication, decision-making, and customer service.
- Examples of positive and negative phrases for evaluating attributes like attitude, creativity, and decision-making in performance reviews.
- Instructions on how to complete the review, have the employee sign off, and review and modify their job description if needed.
The materials are intended to help managers formally assess a dental treatment coordinator's work performance and provide constructive feedback.
This short document promotes creating presentations using Haiku Deck, a tool for making slideshows. It encourages the reader to get started making their own Haiku Deck presentation and sharing it on SlideShare. In just one sentence, it pitches the idea of using Haiku Deck to easily create engaging slideshows.
The document provides a summary of useful materials for bartender and server interviews and resumes found on the resume123.org website, including resume samples, tips for writing resumes and cover letters, and interview questions and answers. It lists 8 types of resume formats and provides examples of each type. The document also provides additional resources on the website for interview preparation, common interview questions, dress codes, case studies and more.
This document provides information on managing agency data to improve results. It discusses collecting the right data on lead sources, tools for collection, training employees, and tracking key performance indicators like revenue per employee. Financial benchmarks are presented for agencies of different sizes. The importance of retention, cancellation reports, and staff key performance indicators are covered. Overall, the document emphasizes using data to optimize agency performance in areas like revenue, profitability, growth, and efficiency.
The document is an investor presentation from Intuit given in March 2015 that provides an overview of the company's strategy, priorities, financial metrics and outlook. Some of the key points include:
- Intuit's mission is to improve customers' financial lives so profoundly that they can't imagine going back to the old way.
- The company's strategic priorities are to win online/mobile, grow globally, create a unified SMB profile, accelerate its "taxes are done" goal, and make everything a service.
- Intuit expects QuickBooks Online subscribers to grow to around 1 million in FY2015 and around 2 million in FY2017, with total revenue reaching approximately $5.8 billion.
- The presentation
May 2018 Investor Conference Presentation 2018corporationlkq
The document is May 2018 investor conference presentation from LKQ Corporation. It provides an overview of LKQ's operations, including its strategic focus areas of growing, expanding, rationalizing, and adapting its business. It discusses LKQ's historical financial performance, with consolidated revenue reaching $9.7 billion in 2017. It also reviews LKQ's operations in North America and Europe, highlighting the large size and fragmentation of both markets that provide opportunities for growth.
The document describes a proprietary screen called Yield Leaders that ranks stocks based on their shareholder yield, which is the sum of the annual dividend yield and percentage of shares bought back over the past year. The screen provides a list of companies that aggressively return cash to shareholders through dividends and share buybacks. The top ranked stocks on the August 12, 2016 list are shown along with their shareholder yield and other relevant data.
Every company, regardless of size or technical acumen, has an opportunity to increase the sophistication with which it makes use of its own data.
By starting with existing management reports, companies can start down the path of moving from simple reporting to the generation of actionable, data-driven insights.
Acxiom live ramp-investor roadshow deck_june_2018acxiom2016ir
This document provides an investor overview of LiveRamp, a subsidiary of Acxiom. It discusses how LiveRamp has built a large identity graph and data platform to power customer experiences across channels. LiveRamp has over 570 integrated platforms and provides identity solutions, data connectivity and stewardship. The company has a strong SaaS business model with high revenue growth and retention rates. LiveRamp sees significant opportunities to add new customers and use cases like TV, people-based marketing and data sharing.
ScottMadden Finance Shared Services Benchmark Highlights 2020ScottMadden, Inc.
ScottMadden has joined forces with American Productivity & Quality Center (APQC), a benchmarking and best practices research organization, to conduct the fifth cycle of the Finance Shared Services Benchmarking Study. This study covers both trends and benchmarks, and is focused on the shared services delivery model. Topics covered include the delivery model, staffing and performance, technology, and scope of services. For more information, please visit www.scottmadden.com.
Zuora CFO Roundtable - Vancouver | Dec 9Zuora, Inc.
This document summarizes key topics from a CFO roundtable event held in Vancouver on December 9th, 2015. The topics discussed include current market trends and valuation multiples, sales modeling and efficiency, business intelligence and analytics tools/best practices, and headcount trends related to churn and hiring. A section on subscription business models notes their advantages over traditional licensing models, including lower costs, longer-term planning ability, and higher valuations from investors. Retention is highlighted as the most powerful lever for improving customer lifetime value.
Our 2020 Survey on Sales Compensation in Israeli SaaS Companies revealed valuable insights about both the matureness of the Israeli industry in the past two years as well as the the effects of COVID-19. We encourage the industry to use this survey as a sanity check tool for CEOs, CROs and CFOs to see where they stand vis-à-vis their peers.
This document discusses forward-looking statements and non-GAAP financial measures. It cautions that actual results could differ from expectations and refers readers to risk factors in SEC filings. It also explains management's use of non-GAAP measures and provides reconciliations to GAAP measures. The agenda outlines a CEO perspective, discussions of various Intuit business units, and a financial perspective.
This document contains an analysis of Capital One Financial Corporation (COF) stock. It begins with an agenda and macroeconomic review using various data sources. It then reviews COF's industry, business segments, and financial performance. Assumptions are made for projections of COF's income statement and balance sheet from 2015-2019. Comparable company analyses and valuation models like the dividend discount model are used to derive an implied share price of $84, indicating the stock is undervalued.
TCS reported financial results for the first quarter of fiscal year 2015, ending June 30, 2014. Revenue grew 2.6% quarter-over-quarter and 22.9% year-over-year in Indian Rupees. Operating margin was 26.3% and net income margin was 22.9%. Key highlights included strong growth in telecom, retail, and life sciences industries as well as an increase in large clients with over $50 million in annual revenues from TCS. The company added over 15,000 employees during the quarter.
Milwaukee Growth Fund-February Client Meeting MaterialsAlexander D. Sagal
The Milwaukee Growth Fund seeks to outperform its benchmark, the Russell 3000 Growth Index, through long-term capital appreciation by investing primarily in equity securities of companies positioned for growth. It utilizes a bottom-up fundamental analysis approach combined with macroeconomic and thematic overlays to identify high-quality companies with exceptional growth potential. The portfolio is actively managed through weekly reviews and formal reviews of holdings. Since its inception in October 2010, the fund has produced a total return of 67.81%, outperforming its benchmark by 2.58%.
Salesforce reported record quarterly revenue of over $1 billion and continued strong growth across key metrics like deferred revenue and customer retention rates. The company is making significant investments in technology, markets, and distribution to expand its total addressable market, especially in marketing automation through acquisitions like ExactTarget. Salesforce is developing the Salesforce1 platform to connect customers, partners, employees and devices through an "API first" approach.
This document discusses metrics that venture capital firms should focus on when evaluating SaaS companies, particularly retention rate over growth rate. It presents two key metrics: the magic number, which calculates how long until a company breaks even on sales and marketing spend; and LTV/CAC, which compares lifetime customer value to customer acquisition costs. The document argues that retention is more important than growth because companies with high retention will be more profitable over time even with less new customer acquisition. It analyzes case studies of companies with different retention and growth rates to show that high retention is often more valuable.
- Maxim Integrated updated its business model to target revenue growth of 50% above market levels annually through focus on key markets like automotive, industrial, and data centers.
- The financial model update includes targets of 67-70% gross margin, operating expenses growing at less than half the revenue rate, and over 35% free cash flow margin.
- Maxim expects long term growth above market levels in automotive and industrial, and at market levels for communications and data centers. The updates aim to drive higher profitability and return more cash to shareholders.
3M reported financial results for the fourth quarter of 2015. GAAP EPS was $1.66, down 8.3% year-over-year. Excluding restructuring charges, EPS was $1.80, down 0.6% year-over-year. Sales were $7.3 billion, down 5.4% in dollar terms and 1.1% in organic local currency. Operating margins were 20.5%, down 100 basis points year-over-year but up 60 basis points excluding restructuring. The company returned $1.8 billion to shareholders through dividends and share repurchases.
Hear how Kelly Battles, CFO of Host Analytics, works with her finance team to track key financial and operating metrics data to drive performance and keep the company on track to deliver growth in 2011. In addition, Lauren Kelley, CEO of OPEXEngine will present key software industry benchmarks from OPEXEngine’s comprehensive financial and operating benchmarking report, developed in partnership with the SIIA. Join us for this informative webinar to learn more about how the benefits of metrics-driven, fact based decision making can help you drive better performance and efficiency within your own organization.
Presenters:
Lauren Kelley, CEO & Founder, OPEXEngine
Kelly Battles, CFO, Host Analytics
About the presenters:
Lauren Kelley is CEO and founder of OPEXEngine, the leading publisher of software financial and operating benchmarks. Ms. Kelley brings 25 years of successful experience in tech company management to OPEXEngine, as well as 6 years as an international economist at the US Department of Commerce’s Office of Computers early in her career, after entering Federal service through the prestigious Presidential Management Intern program. Prior to building OPEXEngine, she worked 2 years as an executive-in-residence at Grand Banks Capital, a venture fund focused on East Coast technology companies, evaluating potential investments. She has worked and lived extensively in Europe. She was previously Senior VP of WW Sales at ATG, including establishing field operations throughout Europe and Asia/Pacific, and was a General Manager for approximately 20 countries at Borland out of Paris in the early ’90s. Ms. Kelley also helped build Compaq’s Central and East European operations, based in Munich. Ms. Kelley is currently based in London, where she lives with her husband and two children.
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Prior to Host Analytics, Kelly was VP, Finance at IronPort Systems where she was the first finance hire and was responsible for building and leading the finance, accounting, administrative and various operational functions during her six years there. During her tenure at IronPort, the company grew from $2M to $250M in annual bookings and was sold to Cisco Systems (NASDAQ: CSCO).
Before IronPort, Kelly was a Director in HP’s Strategy and Corporate Development group, a Strategy Consultant with McKinsey and Company, and a Corporate Finance Associate at J.P. Morgan. Kelly graduated with a B.S.E. from Princeton and M.B.A. from Harvard, both with honors. Kelly lives in the Bay Area with her husband, and their 2 children, labrador retriever and rescue cat.
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A Summary of the US Economy through Corporate Finance
1. Macro through (Corporate) Micro
Third Quarter 2015
Technology enables access to data in ways that were not possible prior.
Calcbench is designed to help finance leaders collect and analyze hard to find competitor,
customer, and supplier financial data in near real time to help them make more informed
decisions.
What can our data tell you about the greater US economic engine and
associated trends?
Below is a chart that shows a very small sample of metrics that Calcbench maintains. The bars
represent Year over Year aggregate changes in Revenues, Capital Expenditures, Cost Of
Revenue (aka Cost of Goods Sold), SG&A, Operating Expenses, Dividends paid to shareholders
and Cash.1,2
Please note all data is based on Calendar Quarters, NOT Fiscal Quarters. Fiscal quarters provided upon request 1
1. Over 3500 firms in sample. Financial firms excluded. Calcbench to publish financials services report (forthcoming)
2. Calcbench DB normalizes over 300+ metrics. These are 11 of the more commonly used.
-40.00%
-30.00%
-20.00%
-10.00%
0.00%
10.00%
20.00%
3rd Quarter 2015 Year over Year Change by Metric
2. App.
Mat,
(9%)
AMD
(4%)
Revenue Drop
Revenues at the corporate level are down by 6.25% year over year. In
dollar terms, that reflects over $180 billion dollars in sales that did not
happen in Q3 2015 as opposed to Q3 2014.
Why?
Let’s start with the commodities complex, specifically energy and more
specifically oil. Close to 90% of the drop in sales is from 3 industry
groups. Petroleum Refining, Crude Petroleum and Natural Gas.
Petroleum Refiners, were the biggest contributors and shown in the table
below contributing to more than 50% of the total drop! (Note : All values
in $ mm):
2
1 Calcbench uses “net” capex. Small firms increase is over lower base.
Please note all data is based on Calendar Quarters, NOT Fiscal Quarters. Fiscal quarters provided upon request
Revenue PY_Revenue Rev Diff
Exxon Mobil Corp 65,679.00$ 103,566.00$ 37,887.00-$
Chevron Corp 32,767.00$ 51,822.00$ 19,055.00-$
Phillips 66 25,792.00$ 40,417.00$ 14,625.00-$
Valero Energy Corp/TX 22,579.00$ 34,408.00$ 11,829.00-$
Marathon Petroleum Corp 18,716.00$ 25,438.00$ 6,722.00-$
Conocophillips 7,262.00$ 12,080.00$ 4,818.00-$
Total 172,795.00$ 267,731.00$ 94,936.00-$
3. Top 50 companies control 39.3% of all US Revenue in Q3 2015
versus 38.9% of all US Revenue in Q3 2015!*
3Please note all data is based on Calendar Quarters, NOT Fiscal Quarters. Fiscal quarters provided upon request
Top 50 Revenue Firms with % of Revenue
Top 50 Firms % Revenue The Rest
*At time of publication, Wal-Mart had not published it’s revenue in the form of a 10-Q. WMT was not included in prior
years results either.
Exxon Mobil Corp 2.4% Johnson & Johnson 0.6%
Apple Inc 1.9% Archer Daniels Midland Co 0.6%
Mckesson Corp 1.8% PROCTER & GAMBLE Co 0.6%
At&T Inc. 1.4% Pepsico Inc 0.6%
General Motors Co 1.4% Intel Corp 0.5%
CVS HEALTH Corp 1.4% United Parcel Service Inc 0.5%
Ford Motor Co 1.4% United Technologies Corp 0.5%
Costco Wholesale Corp 1.3% Cisco Systems, Inc. 0.5%
Verizon Communications Inc 1.2% Sysco Corp 0.5%
Chevron Corp 1.2% Fedex Corp 0.4%
General Electric Co 1.2% Pfizer Inc 0.4%
Walgreens Boots Alliance, Inc. 1.0% Dow Chemical Co /DE/ 0.4%
Cardinal Health Inc 1.0% Lockheed Martin Corp 0.4%
Boeing Co 0.9% Coca Cola Co 0.4%
Phillips 66 0.9% Delta Air Lines Inc /DE/ 0.4%
Amazon Com Inc 0.9% Caterpillar Inc 0.4%
Express Scripts Holding Co. 0.9% Bunge LTD 0.4%
Valero Energy Corp/TX 0.8% American Airlines Group Inc. 0.4%
Fca Us Llc 0.8% Energy Transfer Equity, L.P. 0.4%
Microsoft Corp 0.7% Ingram Micro Inc 0.4%
Philip Morris Intl Inc. 0.7% Tyson Foods Inc 0.4%
IBM 0.7% United Continental Holdings 0.4%
Marathon Petroleum Corp 0.7% Merck & Co., Inc. 0.4%
Google Inc. 0.7% HCA Holdings, Inc. 0.4%
Comcast Corp 0.7% Honeywell International Inc 0.3%
4. App.
Mat,
(9%)
AMD
(4%)
Capital Expenditures may serve as an indicator of the confidence of a
firm. When taken as an aggregate, the confidence level of industry
becomes apparent. In Q3 2015 CAPEX shrunk by 9% over Q3 2014. The
trend holds across firm sizes as large and midsize firms are spending less
year over year. A silver lining is in the small space (third quartile) with a
2.1% increase.
4
1 Calcbench uses “net” capex.
Please note all data is based on Calendar Quarters, NOT Fiscal Quarters. Fiscal quarters provided upon request
$185,000
$190,000
$195,000
$200,000
$205,000
$210,000
$215,000
$220,000
$225,000
Q3 2014 Q3 2015
Capex ($ MM)
Large Mid Small Micro
Q3 2014 $206,223,723,221 $12,140,737,197 $1,289,512,519 $46,825,982
Q3 2015 $187,217,517,994 $11,100,609,364 $1,316,932,927 $45,727,058
Pct Chg. -9.2% -8.6% 2.1% -2.3%
-10.0%
-8.0%
-6.0%
-4.0%
-2.0%
0.0%
2.0%
4.0%
$-
$50,000,000,000
$100,000,000,000
$150,000,000,000
$200,000,000,000
$250,000,000,000
YoY Capital Expenditures By Firm Size
Q3 2014 Q3 2015 Pct Chg.
Capital Expenditures
5. Average cash on the balance sheet is down by 2.5% YoY. The chart below is
aggregated by Sector (based on 2 digit SIC Code). But some sectors (e.g. Misc
Retail) have increased their cash holdings.
5Please note all data is based on Calendar Quarters, NOT Fiscal Quarters. Fiscal quarters provided upon request
Increased CashDecreased Cash
-0.5
-0.4
-0.3
-0.2
-0.1
0
0.1
0.2
0.3
0.4
0.5
0 5 10 15 20 25 30 35 40 45
YoY % Change in Cash
Change in Cash
Cash Pct Change YoY
Automative Dealers & Service Stations -23%
Printing & Publishing -24%
Communications -29%
Paper & Allied Products -34%
Coal Mining -42%
Cash Pct Change YoY
Miscellaneous Retail 45%
Nonmetallic Minerals, Except Fuels 28%
Wholesale Trade - Nondurable Goods 26%
Motion Pictures 25%
Water Transportation 20%
6. 6
Please note all data is based on Calendar Quarters, NOT Fiscal Quarters. Fiscal quarters provided upon request
Operating Expenses
Overall, Operating Expenses grew 7.7% Year over Year and SG&A
expenses were up 7.7% but Costs of Revenues were down by 7.45%,
indicating tighter input cost controls in the large firms.
Large Mid Small Micro
Q3 2014 $658,735,643,70 $59,462,948,858 $11,798,154,323 $1,044,837,195
Q3 2015 $707,647,382,84 $65,756,860,665 $12,782,973,841 $890,590,142
Pct Chg. 7.4% 10.6% 8.3% -14.8%
-20.0%
-15.0%
-10.0%
-5.0%
0.0%
5.0%
10.0%
15.0%
$-
$200,000,000,000
$400,000,000,000
$600,000,000,000
$800,000,000,000
YoY Operating Expenses By Firm Size
Q3 2014 Q3 2015 Pct Chg.
Large Mid Small Micro
Q3 2014 $355,601,316,54 $37,928,525,580 $7,182,049,983 $758,241,196
Q3 2015 $363,523,685,92 $40,493,486,550 $7,712,932,376 $643,130,307
Pct Chg. 2.2% 6.8% 7.4% -15.2%
-20.0%
-15.0%
-10.0%
-5.0%
0.0%
5.0%
10.0%
$-
$100,000,000,000
$200,000,000,000
$300,000,000,000
$400,000,000,000
YoY SG&A By Firm Size
Q3 2014 Q3 2015 Pct Chg.
Large Mid Small Micro
Q3 2014 $1,677,789,847 $140,010,023,1 $14,323,783,31 $533,780,982
Q3 2015 $1,538,272,140 $143,607,610,6 $13,594,697,73 $572,914,536
Pct Chg. -8.3% 2.6% -5.1% 7.3%
-10.0%
-5.0%
0.0%
5.0%
10.0%
$-
$500,000,000,000
$1,000,000,000,000
$1,500,000,000,000
$2,000,000,000,000
YoY Cost of Revenue By Firm Size
Q3 2014 Q3 2015 Pct Chg.
7. Try Calcbench Today!
ABOUT THIS REPORT: This report was created using data analyzed via
Calcbench’s Premium Suite, an online interactive platform that helps finance
leaders access and analyze financial data thoroughly and efficiently.
Our accessible and intuitive platform can aid in better understanding
competitor financials, identifying potential risk areas, analyzing trends across
industry sectors, or conducting more effective due diligence.
Sign up for a 2 week free trial at
www.calcbench.com/trial
or contact us at us@calcbench.com or via www.calcbench.com
CALCBENCH PREMIUM SUITE
7Please note all data is based on Calendar Quarters, NOT Fiscal Quarters. Fiscal quarters provided upon request