This post was first sent to Hudson Labs clients on Feb 4th, 2025.
This week, we are again using the Co-Analyst to prepare for some earnings calls. Follow us on X to see our live post-call coverage.
Google's AI commentary
AI is the name of the game with tech firms these days, and Alphabet is no different. AI is impacting every Google product and service. Of course, everyone is now interested in how GOOGL will respond to the new DeepSeek threat.
Search query: ai commentary
AMD's data center revenue
It’s been a tough time for chipmakers unless you’re NVDA or Broadcom. AMD’s stock is down 34% over the past year (underperforming NVDA by 104%) despite strong revenue growth in their Data Center segment. Can this growth continue? And can it help turn around the trajectory of AMD’s stock price?
Search query: data center revenue
Comparing same store sales growth at Chipotle, Yum!, and Restaurant Brands
CMG and YUM are reporting this week, with QSR coming in next week. While CMG missed its top line expectation last quarter, its same-store sales growth was impressive compared to the other two fast food giants. The market will keep a close eye on any comment on the tariff war in North America and corresponding pricing strategies.
Search query: same store sales by segment | Instructions: include commentary
Disney's streaming profits
The entertainment giant has been consistently growing its streaming business. Two years ago, the company expected streaming to become profitable by the end of FY 2024. Last quarter, they reported hitting their target. The stock has lagged far behind NFLX over the past year, and it will take a massive effort for DIS to catch up. We are also closely watching the Parks business and any implications for consumer health.
Search query: streaming profitability
Eli Lilly's obesity drugs pipeline
After the last earnings call, investors were disappointed by the GLP-1 sales miss and the updated lower revenue and EPS guidance by the management. So this earnings call, investors would be looking for assurance that last quarter was just a blip on the way towards much higher revenue for GLP-1 drugs. LLY also has a strong drug pipeline with several new obesity and weight management drugs in different phases of testing.
Search query: upcoming obesity and weight management drugs
