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Tech industry
from24/7 Wall St.
1 week ago

Daily Profit Alert: Netflix Business Model Under Fire, NVIDIA Lock-in Accelerates

Wall Street prioritizes future growth and monetization over past earnings, pressuring Netflix toward efficiency while NVIDIA leverages an ecosystem moat for pricing power.
from24/7 Wall St.
2 weeks ago

The Lab Equipment Titan Trading at Half the Multiple Just Delivered Another Beat

Thermo Fisher posted Q3 revenue of $11.12 billion, up 4.9% year over year, and delivered $5.79 in earnings per share against estimates of $5.50. That marked the company's 14th earnings beat in the last 16 quarters. The consistency reflects a diversified product portfolio across scientific instruments, reagents, and consumables serving research labs, hospitals, and biopharma customers. Danaher's Q3 was more complicated. Revenue reached $6.05 billion, up 4.4%, and the company beat estimates with $1.89 per share versus $1.72 consensus.
Business
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