94 episodes
FactSet Weekly Earnings Insight FactSet
-
- Business
-
-
4.6 • 5 Ratings
-
In this weekly podcast, Senior Earnings Analyst John Butters provides an update on S&P 500 corporate earnings and related topics. The podcast delivers analysis and commentary on trends in corporate earnings data for the S&P 500 including revisions to estimates, year-over-year growth, performance relative to expectations, and valuations.
-
Largest Cuts to EPS Estimates in 2 Years
FactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the third quarter earnings season for the S&P 500. He then takes a deeper look at earnings estimate revisions by analysts and earnings guidance issued by S&P 500 companies for Q3.
-
Analysts Project 26% Price Increase for S&P 500
FactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the third quarter earnings season for the S&P 500. He then discusses the bottom-up target price for the S&P 500 as a whole and individual sectors.
-
Fewer "Buy" Ratings on S&P 500 Stocks
FactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the third quarter earnings season for the S&P 500. He then discusses ratings on S&P 500 stocks, specifically looking at aggregate sector-level ratings.
-
More S&P 500 Companies Citing "Recession" on Calls
FactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the third quarter earnings season for the S&P 500. He then discusses the unusually high number of S&P 500 companies that cited the term "recession" on their earnings calls for the second quarter.
-
Q3 Earnings Estimates Falling
FactSet Senior Earnings Analyst John Butters provides a final update of the key metrics for the second quarter earnings season for the S&P 500. He then discusses downward revisions to EPS estimates for S&P 500 companies for the third quarter, which have been larger than average.
-
Market Not Punishing Negative Surprises
FactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the second quarter earnings season for the S&P 500, as we're just finished the final peak week of the earnings season. He then discusses the price reactions to positive and negative EPS surprises reported by S&P 500 companies for the second quarter.
Customer Reviews
So redundant
Great concept, poor execution.
I don’t care that 30 companies are reporting earnings, I care which of those 30 are noteworthy. So many banks are reporting this week, but that doesn’t even get a mention?
And does every episode have to start with the same rambling statistics? Just refer listeners to the first show and don’t bore those who are tuning in regularly.
Prioritize value of information, not volume.