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2021-12-13
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Earnings to Watch This Week: Accenture, Adobe and FedEx<blockquote>本周值得关注的财报:埃森哲、Adobe和联邦快递</blockquote>
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And when assessing the level the convicti","content":"<p>What direction will the market take to close out the year? And when assessing the level the conviction held by the bulls versus the bears, which side will be the first to blink? These questions don’t have easy answers, given the number of variables which are still at play, including concerns around the Fed’s tapering maneuvers, interest rates and rising inflation which stands at a 39-year high.</p><p><blockquote>市场将以什么方向结束这一年?在评估多头和空头的信念水平时,哪一方会第一个眨眼?鉴于仍有许多变量在起作用,这些问题没有简单的答案,包括对美联储缩减购债规模、利率和处于39年高点的通胀上升的担忧。</blockquote></p><p> However, the questions do highlight the the prevailing see-saw battle between good news and bad news and how they should be interpreted. According to data released Friday from the Labor Department, inflation soared 6.8% year over year in November, higher than the 6.7% estimate analysts expected. You would have to go all the way back to 1982 to find the last time inflation ran this fast. Meanwhile, the consumer price index rose 0.8% for the month. Despite the strong reading, the markets powered higher on Friday, suggesting that some investors might have expected a higher number. Some estimates were as high as 7%.</p><p><blockquote>然而,这些问题确实凸显了好消息和坏消息之间普遍存在的拉锯战,以及应该如何解读它们。美国劳工部周五公布的数据显示,11月份通胀率同比飙升6.8%,高于分析师预期的6.7%。你必须一直追溯到1982年才能找到上一次通货膨胀如此之快的时间。与此同时,本月消费者价格指数上涨0.8%。尽管数据强劲,但周五市场走高,这表明一些投资者可能预期会有更高的数字。一些估计高达7%。</blockquote></p><p> Stocks ended Friday’s session higher Friday, while booking solid gains for the week. On Friday the Dow Jones Industrial Average added 216.30 points, up 0.6% to end the session at 35,970.99. The blue chip index was powered by shares of Apple (AAPL), Salesforce (CRM), Microsoft (MSFT) and IBM (IBM). The S&P 500 index rose 44.57 points or 0.95% to close at 4,712.02, while the tech-heavy Nasdaq Composite Index gained 113.23 points, 0.73%, to close at 15,630.60. The Nasdaq was aided by a 1.32% rise in Tesla (TSLA).</p><p><blockquote>周五股市收高,本周录得稳健上涨。周五,道琼斯工业平均指数上涨216.30点,上涨0.6%,收于35,970.99点。该蓝筹股指数由苹果(AAPL)、Salesforce(CRM)、微软(MSFT)和IBM(IBM)的股票推动。标普500指数上涨44.57点,涨幅0.95%,收于4,712.02点;以科技股为主的纳斯达克综合指数上涨113.23点,涨幅0.73%,收于15,630.60点。特斯拉(TSLA)上涨1.32%,提振了纳斯达克。</blockquote></p><p> In the case of “good news versus bad news,” while inflation might be running hotter than the market would like, investors are also thinking that higher inflation could force the Federal Reserve to pump the brakes on its decision to taper the monthly bond-buying program. This idea is not too farfetched seeing as the S&P 500 index closed at record high in the face of increased uncertainty, compounded by fears that stock valuations have become stretched.</p><p><blockquote>在“好消息对坏消息”的情况下,虽然通胀可能比市场预期的要高,但投资者也认为,通胀上升可能会迫使美联储停止缩减月度债券购买计划的决定。鉴于标普500指数在不确定性增加的情况下收于历史新高,再加上对股票估值过高的担忧,这种想法并不太牵强。</blockquote></p><p> For the week, all three major benchmarks posted gains, with the Dow rising 4%, marking the blue chip index’s biggest weekly percentage gain in nine months. The S&P 500 index climbed 3.8% for the week, while the Nasdaq Composite advanced 3.6%. As for the direction stocks will take to end the year? Some suggest the Santa Claus rally has just begun, while there are concerns that the Fed — which will meet next week — could be the Scrooge in the story by tapering at a faster pace.</p><p><blockquote>本周,三大主要基准指数均上涨,道琼斯指数上涨4%,创下该蓝筹股指数九个月来最大单周百分比涨幅。标普500指数本周上涨3.8%,纳斯达克综合指数上涨3.6%。至于年底股票会走什么方向?一些人认为圣诞老人反弹才刚刚开始,而有人担心将于下周召开会议的美联储可能会以更快的速度缩减规模,从而成为故事中的守财奴。</blockquote></p><p> As for earnings, here are this week’s stocks to keep an eye on.</p><p><blockquote>至于盈利,以下是本周值得关注的股票。</blockquote></p><p> <b>FedEx (FDX) - Reports after the close, Thursday, Dec. 16</b></p><p><blockquote><b>联邦快递(FDX)-12月16日星期四收盘后报告</b></blockquote></p><p> Wall Street expects FedEx to earn $4.25 per share on revenue of $22.44 billion. This compares to the year-ago quarter when earnings came to $4.83 per share on revenue of $20.56 billion.</p><p><blockquote>华尔街预计联邦快递每股收益4.25美元,营收224.4亿美元。相比之下,去年同期每股收益为4.83美元,营收为205.6亿美元。</blockquote></p><p> What to watch: Amid what appears to be short-term headwinds related to labor shortages and supply chain bottlenecks, FedEx stock has suffered immensely since the company reported second quarter results. Although Q2 revenue rose some 14% year over year, reaching $22 billion, FedEx posted 9% decline in adjusted operating income which fell to $1.49 billion. The company cited a challenging labor environment, including higher labor costs which pressured its margins and created inefficiencies. Since the results, the stock has fallen more than 30% from around $315 to a recent low of $217. It would appear, however, that the company has established some support around that area. Since the October low, the share price has risen as much as 17%. The company has taken aggressive steps to address its labor shortage. The question is, whether this will be yield meaningful improvements in the bottom line. And given that this is the all-important holiday quarter, on Thursday investors will want to hear increased level of optimism about profitability improvements within e-commerce and FedEx’s Ground segment. FedEx must also guide in a manner that suggests that the improvements shown will be sustainable.</p><p><blockquote>看点:自联邦快递公布第二季度业绩以来,在与劳动力短缺和供应链瓶颈相关的短期阻力中,该公司股价遭受了巨大损失。尽管第二季度收入同比增长约14%,达到220亿美元,但联邦快递调整后营业收入下降9%,至14.9亿美元。该公司列举了充满挑战的劳动力环境,包括劳动力成本上升,这给其利润率带来了压力并造成了效率低下。自业绩公布以来,该股已从315美元左右下跌超过30%,跌至近期低点217美元。然而,该公司似乎已经在该领域建立了一些支持。自10月低点以来,股价涨幅高达17%。该公司已采取积极措施解决劳动力短缺问题。问题是,这是否会带来有意义的利润改善。鉴于这是最重要的假期季度,周四投资者将希望听到对电子商务和联邦快递地面部门盈利能力改善的乐观情绪增加。联邦快递还必须以一种方式进行指导,表明所显示的改进将是可持续的。</blockquote></p><p> <b>Accenture (ACN) - Reports before the open, Thursday, Dec. 16</b></p><p><blockquote><b>埃森哲(ACN)-12月16日星期四开盘前报告</b></blockquote></p><p> Wall Street expects Accenture to earn $2.63 per share on revenue of $14.16 billion. This compares to the year-ago quarter when earnings came to $2.17 per share on revenue of $11.76 billion.</p><p><blockquote>华尔街预计埃森哲每股收益2.63美元,营收141.6亿美元。相比之下,去年同期每股收益为2.17美元,营收为117.6亿美元。</blockquote></p><p></p><p> What to watch: Compared to other tech/software stocks, Accenture stands out as one of the better-performing stocks over the past six months and on a year-to-date basis, during which the share price has returned 32% and 42%, respectively. A leading specialist in the IT consulting and outsourcing space, Accenture has outperformed the Technology Select Sector SPDR ETF (XLK) the S&P 500 index in both spans. Its business has benefited immensely from the rapid growing demand not only for IT services, but also from increased cloud adoption and digital transitions. The question is, with the stock already up some 50% in twelve months and trading at a 52-week high, can Accenture still be relied upon to deliver in 2022 in a meaningful way? The company’s guidance on Thursday will answer that question.</p><p><blockquote>看点:与其他科技/软件股相比,埃森哲是过去六个月和年初至今表现较好的股票之一,在此期间股价分别上涨了32%和42%。作为IT咨询和外包领域的领先专家,Accenture在这两个领域的表现均优于Technology Select Sector SPDR ETF(XLK)和标普500指数。其业务不仅从IT服务需求的快速增长中受益匪浅,还从云采用和数字化转型的增加中受益匪浅。问题是,埃森哲的股价在12个月内已经上涨了约50%,交易价格处于52周高点,埃森哲还能在2022年以有意义的方式实现业绩吗?该公司周四的指引将回答这个问题。</blockquote></p><p> <b>Adobe (ADBE) - Reports before the open, Thursday, Dec. 16</b></p><p><blockquote><b>Adobe(ADBE)-12月16日星期四开盘前报告</b></blockquote></p><p> Wall Street expects Adobe to earn $3.20 per share on revenue of $4.09 billion. This compares to the year-ago quarter when earnings came to $2.81 per share on revenue of $3.42 billion.</p><p><blockquote>华尔街预计Adobe每股收益3.20美元,营收为40.9亿美元。相比之下,去年同期每股收益为2.81美元,营收为34.2亿美元。</blockquote></p><p> What to watch: Adobe stock has risen 23% over the past six months, compared to the 11% rise in the S&P 500 index. The software giant is benefiting from the massive secular digitization trend that is poised to remain hot over the next two years. The question is about this year, particularly when looking at the strong comparisons Adobe is coming up against. For example, after averaging 23% revenue growth in its previous three quarters, revenue is expected to rise just 15% for all of fiscal 2022. That said, the company’s product offering remains a key differentiator from potential competitors. Adobe's Digital Media segment, its biggest business unit which encompasses Photoshop, After Effects, Adobe Acrobat and Adobe Sign, accounts for 74% of its total business as of Q3 2021. Meanwhile, the company’s smaller segment, its Document Cloud business, accounts for 13% of total revenue and grew by 31% year over year last quarters. This remains a massive opportunity for Adobe, in addition to its Digital Experience segment, which includes Adobe's analytics and commerce units (Magento and Marketo). While the stock is not cheap today it doesn’t appear as if it will get cheaper given the company’s many growth catalysts.</p><p><blockquote>看点:Adobe股票在过去六个月中上涨了23%,而标普500指数上涨了11%。这家软件巨头正受益于大规模的长期数字化趋势,这种趋势将在未来两年内保持火热。这个问题是关于今年的,特别是当考虑到Adobe面临的强劲比较时。例如,在前三个季度平均收入增长23%之后,预计2022财年全年收入仅增长15%。也就是说,该公司的产品仍然是与潜在竞争对手的关键区别。Adobe的数字媒体部门是其最大的业务部门,包括Photoshop、After Effects、Adobe Acrobat和Adobe Sign,截至2021年第三季度,占其总业务的74%。与此同时,该公司较小的部门文档云业务占总收入的13%,上季度同比增长31%。除了包括Adobe的分析和商务部门(Magento和Marketo)的数字体验部门之外,这对Adobe来说仍然是一个巨大的机会。虽然该股目前并不便宜,但考虑到该公司的许多增长催化剂,它似乎不会变得更便宜。</blockquote></p><p></p>","source":"lsy1603171495471","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Earnings to Watch This Week: Accenture, Adobe and FedEx<blockquote>本周值得关注的财报:埃森哲、Adobe和联邦快递</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEarnings to Watch This Week: Accenture, Adobe and FedEx<blockquote>本周值得关注的财报:埃森哲、Adobe和联邦快递</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">nasdaq</strong><span class=\"h-time small\">2021-12-13 07:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p>What direction will the market take to close out the year? And when assessing the level the conviction held by the bulls versus the bears, which side will be the first to blink? These questions don’t have easy answers, given the number of variables which are still at play, including concerns around the Fed’s tapering maneuvers, interest rates and rising inflation which stands at a 39-year high.</p><p><blockquote>市场将以什么方向结束这一年?在评估多头和空头的信念水平时,哪一方会第一个眨眼?鉴于仍有许多变量在起作用,这些问题没有简单的答案,包括对美联储缩减购债规模、利率和处于39年高点的通胀上升的担忧。</blockquote></p><p> However, the questions do highlight the the prevailing see-saw battle between good news and bad news and how they should be interpreted. According to data released Friday from the Labor Department, inflation soared 6.8% year over year in November, higher than the 6.7% estimate analysts expected. You would have to go all the way back to 1982 to find the last time inflation ran this fast. Meanwhile, the consumer price index rose 0.8% for the month. Despite the strong reading, the markets powered higher on Friday, suggesting that some investors might have expected a higher number. Some estimates were as high as 7%.</p><p><blockquote>然而,这些问题确实凸显了好消息和坏消息之间普遍存在的拉锯战,以及应该如何解读它们。美国劳工部周五公布的数据显示,11月份通胀率同比飙升6.8%,高于分析师预期的6.7%。你必须一直追溯到1982年才能找到上一次通货膨胀如此之快的时间。与此同时,本月消费者价格指数上涨0.8%。尽管数据强劲,但周五市场走高,这表明一些投资者可能预期会有更高的数字。一些估计高达7%。</blockquote></p><p> Stocks ended Friday’s session higher Friday, while booking solid gains for the week. On Friday the Dow Jones Industrial Average added 216.30 points, up 0.6% to end the session at 35,970.99. The blue chip index was powered by shares of Apple (AAPL), Salesforce (CRM), Microsoft (MSFT) and IBM (IBM). The S&P 500 index rose 44.57 points or 0.95% to close at 4,712.02, while the tech-heavy Nasdaq Composite Index gained 113.23 points, 0.73%, to close at 15,630.60. The Nasdaq was aided by a 1.32% rise in Tesla (TSLA).</p><p><blockquote>周五股市收高,本周录得稳健上涨。周五,道琼斯工业平均指数上涨216.30点,上涨0.6%,收于35,970.99点。该蓝筹股指数由苹果(AAPL)、Salesforce(CRM)、微软(MSFT)和IBM(IBM)的股票推动。标普500指数上涨44.57点,涨幅0.95%,收于4,712.02点;以科技股为主的纳斯达克综合指数上涨113.23点,涨幅0.73%,收于15,630.60点。特斯拉(TSLA)上涨1.32%,提振了纳斯达克。</blockquote></p><p> In the case of “good news versus bad news,” while inflation might be running hotter than the market would like, investors are also thinking that higher inflation could force the Federal Reserve to pump the brakes on its decision to taper the monthly bond-buying program. This idea is not too farfetched seeing as the S&P 500 index closed at record high in the face of increased uncertainty, compounded by fears that stock valuations have become stretched.</p><p><blockquote>在“好消息对坏消息”的情况下,虽然通胀可能比市场预期的要高,但投资者也认为,通胀上升可能会迫使美联储停止缩减月度债券购买计划的决定。鉴于标普500指数在不确定性增加的情况下收于历史新高,再加上对股票估值过高的担忧,这种想法并不太牵强。</blockquote></p><p> For the week, all three major benchmarks posted gains, with the Dow rising 4%, marking the blue chip index’s biggest weekly percentage gain in nine months. The S&P 500 index climbed 3.8% for the week, while the Nasdaq Composite advanced 3.6%. As for the direction stocks will take to end the year? Some suggest the Santa Claus rally has just begun, while there are concerns that the Fed — which will meet next week — could be the Scrooge in the story by tapering at a faster pace.</p><p><blockquote>本周,三大主要基准指数均上涨,道琼斯指数上涨4%,创下该蓝筹股指数九个月来最大单周百分比涨幅。标普500指数本周上涨3.8%,纳斯达克综合指数上涨3.6%。至于年底股票会走什么方向?一些人认为圣诞老人反弹才刚刚开始,而有人担心将于下周召开会议的美联储可能会以更快的速度缩减规模,从而成为故事中的守财奴。</blockquote></p><p> As for earnings, here are this week’s stocks to keep an eye on.</p><p><blockquote>至于盈利,以下是本周值得关注的股票。</blockquote></p><p> <b>FedEx (FDX) - Reports after the close, Thursday, Dec. 16</b></p><p><blockquote><b>联邦快递(FDX)-12月16日星期四收盘后报告</b></blockquote></p><p> Wall Street expects FedEx to earn $4.25 per share on revenue of $22.44 billion. This compares to the year-ago quarter when earnings came to $4.83 per share on revenue of $20.56 billion.</p><p><blockquote>华尔街预计联邦快递每股收益4.25美元,营收224.4亿美元。相比之下,去年同期每股收益为4.83美元,营收为205.6亿美元。</blockquote></p><p> What to watch: Amid what appears to be short-term headwinds related to labor shortages and supply chain bottlenecks, FedEx stock has suffered immensely since the company reported second quarter results. Although Q2 revenue rose some 14% year over year, reaching $22 billion, FedEx posted 9% decline in adjusted operating income which fell to $1.49 billion. The company cited a challenging labor environment, including higher labor costs which pressured its margins and created inefficiencies. Since the results, the stock has fallen more than 30% from around $315 to a recent low of $217. It would appear, however, that the company has established some support around that area. Since the October low, the share price has risen as much as 17%. The company has taken aggressive steps to address its labor shortage. The question is, whether this will be yield meaningful improvements in the bottom line. And given that this is the all-important holiday quarter, on Thursday investors will want to hear increased level of optimism about profitability improvements within e-commerce and FedEx’s Ground segment. FedEx must also guide in a manner that suggests that the improvements shown will be sustainable.</p><p><blockquote>看点:自联邦快递公布第二季度业绩以来,在与劳动力短缺和供应链瓶颈相关的短期阻力中,该公司股价遭受了巨大损失。尽管第二季度收入同比增长约14%,达到220亿美元,但联邦快递调整后营业收入下降9%,至14.9亿美元。该公司列举了充满挑战的劳动力环境,包括劳动力成本上升,这给其利润率带来了压力并造成了效率低下。自业绩公布以来,该股已从315美元左右下跌超过30%,跌至近期低点217美元。然而,该公司似乎已经在该领域建立了一些支持。自10月低点以来,股价涨幅高达17%。该公司已采取积极措施解决劳动力短缺问题。问题是,这是否会带来有意义的利润改善。鉴于这是最重要的假期季度,周四投资者将希望听到对电子商务和联邦快递地面部门盈利能力改善的乐观情绪增加。联邦快递还必须以一种方式进行指导,表明所显示的改进将是可持续的。</blockquote></p><p> <b>Accenture (ACN) - Reports before the open, Thursday, Dec. 16</b></p><p><blockquote><b>埃森哲(ACN)-12月16日星期四开盘前报告</b></blockquote></p><p> Wall Street expects Accenture to earn $2.63 per share on revenue of $14.16 billion. This compares to the year-ago quarter when earnings came to $2.17 per share on revenue of $11.76 billion.</p><p><blockquote>华尔街预计埃森哲每股收益2.63美元,营收141.6亿美元。相比之下,去年同期每股收益为2.17美元,营收为117.6亿美元。</blockquote></p><p></p><p> What to watch: Compared to other tech/software stocks, Accenture stands out as one of the better-performing stocks over the past six months and on a year-to-date basis, during which the share price has returned 32% and 42%, respectively. A leading specialist in the IT consulting and outsourcing space, Accenture has outperformed the Technology Select Sector SPDR ETF (XLK) the S&P 500 index in both spans. Its business has benefited immensely from the rapid growing demand not only for IT services, but also from increased cloud adoption and digital transitions. The question is, with the stock already up some 50% in twelve months and trading at a 52-week high, can Accenture still be relied upon to deliver in 2022 in a meaningful way? The company’s guidance on Thursday will answer that question.</p><p><blockquote>看点:与其他科技/软件股相比,埃森哲是过去六个月和年初至今表现较好的股票之一,在此期间股价分别上涨了32%和42%。作为IT咨询和外包领域的领先专家,Accenture在这两个领域的表现均优于Technology Select Sector SPDR ETF(XLK)和标普500指数。其业务不仅从IT服务需求的快速增长中受益匪浅,还从云采用和数字化转型的增加中受益匪浅。问题是,埃森哲的股价在12个月内已经上涨了约50%,交易价格处于52周高点,埃森哲还能在2022年以有意义的方式实现业绩吗?该公司周四的指引将回答这个问题。</blockquote></p><p> <b>Adobe (ADBE) - Reports before the open, Thursday, Dec. 16</b></p><p><blockquote><b>Adobe(ADBE)-12月16日星期四开盘前报告</b></blockquote></p><p> Wall Street expects Adobe to earn $3.20 per share on revenue of $4.09 billion. This compares to the year-ago quarter when earnings came to $2.81 per share on revenue of $3.42 billion.</p><p><blockquote>华尔街预计Adobe每股收益3.20美元,营收为40.9亿美元。相比之下,去年同期每股收益为2.81美元,营收为34.2亿美元。</blockquote></p><p> What to watch: Adobe stock has risen 23% over the past six months, compared to the 11% rise in the S&P 500 index. The software giant is benefiting from the massive secular digitization trend that is poised to remain hot over the next two years. The question is about this year, particularly when looking at the strong comparisons Adobe is coming up against. For example, after averaging 23% revenue growth in its previous three quarters, revenue is expected to rise just 15% for all of fiscal 2022. That said, the company’s product offering remains a key differentiator from potential competitors. Adobe's Digital Media segment, its biggest business unit which encompasses Photoshop, After Effects, Adobe Acrobat and Adobe Sign, accounts for 74% of its total business as of Q3 2021. Meanwhile, the company’s smaller segment, its Document Cloud business, accounts for 13% of total revenue and grew by 31% year over year last quarters. This remains a massive opportunity for Adobe, in addition to its Digital Experience segment, which includes Adobe's analytics and commerce units (Magento and Marketo). While the stock is not cheap today it doesn’t appear as if it will get cheaper given the company’s many growth catalysts.</p><p><blockquote>看点:Adobe股票在过去六个月中上涨了23%,而标普500指数上涨了11%。这家软件巨头正受益于大规模的长期数字化趋势,这种趋势将在未来两年内保持火热。这个问题是关于今年的,特别是当考虑到Adobe面临的强劲比较时。例如,在前三个季度平均收入增长23%之后,预计2022财年全年收入仅增长15%。也就是说,该公司的产品仍然是与潜在竞争对手的关键区别。Adobe的数字媒体部门是其最大的业务部门,包括Photoshop、After Effects、Adobe Acrobat和Adobe Sign,截至2021年第三季度,占其总业务的74%。与此同时,该公司较小的部门文档云业务占总收入的13%,上季度同比增长31%。除了包括Adobe的分析和商务部门(Magento和Marketo)的数字体验部门之外,这对Adobe来说仍然是一个巨大的机会。虽然该股目前并不便宜,但考虑到该公司的许多增长催化剂,它似乎不会变得更便宜。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.nasdaq.com/articles/weekly-preview%3A-earnings-to-watch-this-week-acn-adbe-fdx\">nasdaq</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ACN":"埃森哲","FDX":"联邦快递","ADBE":"Adobe"},"source_url":"https://www.nasdaq.com/articles/weekly-preview%3A-earnings-to-watch-this-week-acn-adbe-fdx","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160181402","content_text":"What direction will the market take to close out the year? And when assessing the level the conviction held by the bulls versus the bears, which side will be the first to blink? These questions don’t have easy answers, given the number of variables which are still at play, including concerns around the Fed’s tapering maneuvers, interest rates and rising inflation which stands at a 39-year high.\n\nHowever, the questions do highlight the the prevailing see-saw battle between good news and bad news and how they should be interpreted. According to data released Friday from the Labor Department, inflation soared 6.8% year over year in November, higher than the 6.7% estimate analysts expected. You would have to go all the way back to 1982 to find the last time inflation ran this fast. Meanwhile, the consumer price index rose 0.8% for the month. Despite the strong reading, the markets powered higher on Friday, suggesting that some investors might have expected a higher number. Some estimates were as high as 7%.\n\nStocks ended Friday’s session higher Friday, while booking solid gains for the week. On Friday the Dow Jones Industrial Average added 216.30 points, up 0.6% to end the session at 35,970.99. The blue chip index was powered by shares of Apple (AAPL), Salesforce (CRM), Microsoft (MSFT) and IBM (IBM). The S&P 500 index rose 44.57 points or 0.95% to close at 4,712.02, while the tech-heavy Nasdaq Composite Index gained 113.23 points, 0.73%, to close at 15,630.60. The Nasdaq was aided by a 1.32% rise in Tesla (TSLA).\n\nIn the case of “good news versus bad news,” while inflation might be running hotter than the market would like, investors are also thinking that higher inflation could force the Federal Reserve to pump the brakes on its decision to taper the monthly bond-buying program. This idea is not too farfetched seeing as the S&P 500 index closed at record high in the face of increased uncertainty, compounded by fears that stock valuations have become stretched.\n\n\nFor the week, all three major benchmarks posted gains, with the Dow rising 4%, marking the blue chip index’s biggest weekly percentage gain in nine months. The S&P 500 index climbed 3.8% for the week, while the Nasdaq Composite advanced 3.6%. As for the direction stocks will take to end the year? Some suggest the Santa Claus rally has just begun, while there are concerns that the Fed — which will meet next week — could be the Scrooge in the story by tapering at a faster pace.\n\nAs for earnings, here are this week’s stocks to keep an eye on.\n\nFedEx (FDX) - Reports after the close, Thursday, Dec. 16\n\nWall Street expects FedEx to earn $4.25 per share on revenue of $22.44 billion. This compares to the year-ago quarter when earnings came to $4.83 per share on revenue of $20.56 billion.\n\nWhat to watch: Amid what appears to be short-term headwinds related to labor shortages and supply chain bottlenecks, FedEx stock has suffered immensely since the company reported second quarter results. Although Q2 revenue rose some 14% year over year, reaching $22 billion, FedEx posted 9% decline in adjusted operating income which fell to $1.49 billion. The company cited a challenging labor environment, including higher labor costs which pressured its margins and created inefficiencies. Since the results, the stock has fallen more than 30% from around $315 to a recent low of $217. It would appear, however, that the company has established some support around that area. Since the October low, the share price has risen as much as 17%. The company has taken aggressive steps to address its labor shortage. The question is, whether this will be yield meaningful improvements in the bottom line. And given that this is the all-important holiday quarter, on Thursday investors will want to hear increased level of optimism about profitability improvements within e-commerce and FedEx’s Ground segment. FedEx must also guide in a manner that suggests that the improvements shown will be sustainable.\n\nAccenture (ACN) - Reports before the open, Thursday, Dec. 16\n\n\nWall Street expects Accenture to earn $2.63 per share on revenue of $14.16 billion. This compares to the year-ago quarter when earnings came to $2.17 per share on revenue of $11.76 billion.\n\nWhat to watch: Compared to other tech/software stocks, Accenture stands out as one of the better-performing stocks over the past six months and on a year-to-date basis, during which the share price has returned 32% and 42%, respectively. A leading specialist in the IT consulting and outsourcing space, Accenture has outperformed the Technology Select Sector SPDR ETF (XLK) the S&P 500 index in both spans. Its business has benefited immensely from the rapid growing demand not only for IT services, but also from increased cloud adoption and digital transitions. The question is, with the stock already up some 50% in twelve months and trading at a 52-week high, can Accenture still be relied upon to deliver in 2022 in a meaningful way? The company’s guidance on Thursday will answer that question.\n\nAdobe (ADBE) - Reports before the open, Thursday, Dec. 16\n\nWall Street expects Adobe to earn $3.20 per share on revenue of $4.09 billion. This compares to the year-ago quarter when earnings came to $2.81 per share on revenue of $3.42 billion.\n\nWhat to watch: Adobe stock has risen 23% over the past six months, compared to the 11% rise in the S&P 500 index. The software giant is benefiting from the massive secular digitization trend that is poised to remain hot over the next two years. The question is about this year, particularly when looking at the strong comparisons Adobe is coming up against. For example, after averaging 23% revenue growth in its previous three quarters, revenue is expected to rise just 15% for all of fiscal 2022. That said, the company’s product offering remains a key differentiator from potential competitors. Adobe's Digital Media segment, its biggest business unit which encompasses Photoshop, After Effects, Adobe Acrobat and Adobe Sign, accounts for 74% of its total business as of Q3 2021. Meanwhile, the company’s smaller segment, its Document Cloud business, accounts for 13% of total revenue and grew by 31% year over year last quarters. This remains a massive opportunity for Adobe, in addition to its Digital Experience segment, which includes Adobe's analytics and commerce units (Magento and Marketo). While the stock is not cheap today it doesn’t appear as if it will get cheaper given the company’s many growth catalysts.","news_type":1,"symbols_score_info":{"ACN":0.9,"FDX":0.9,"ADBE":0.9}},"isVote":1,"tweetType":1,"viewCount":2817,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/604118525"}
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