Quarterly revenues in software and consulting segments increased in double digits.

IBM
U.S. stock index futures pointed to a higher opening as investors digested a flood of earnings from major companies. Crude oil traded flat and bond yields were on the defensive in the early trading. Netflix plunged 28% after the company reported quarterly net subscribers declined for the first time in a decade and guided higher losses in the current quarter. IBM earnings were ahead of expectations and P&G guided higher sales and passed on higher costs to consumers. Tesla and United Airlines are scheduled to release earnings after the market closes.

IBM NFLX PG LULU

Netflix Loses Customers, Stock Plunges 23%

Apr 19, 2022
Scott Peters
Revenue growth slows to 9.7%. Global streaming net paid membership lost 0.2 million and are estimated to lose 2 million more in Q2.

NFLX
The S&P 500 index and Nasdaq Composite gained 1.5% and 2% respectively. The benchmark indexes opened higher and steadily climbed higher ahead of earnings from tech bellwethers. Crude oil price fell 5% and natural gas price dropped 8% fueling investor optimism. However, 10-year U.S. Treasury bond yield rose to 2.938%. Airlines stocks and tech stocks led the gainers.

IBM NFLX AAL GOOG XRX
Company reaffirmed 2022 full-year guidance for adjusted operational earnings per share and base business operational sales.

PFE
Board of Directors declares 6% Increase in regular quarterly cash dividend to $0.93 per share.

TRV
Returned $2.8 billion of cash to shareholders through share repurchases and dividends and reaffirms 2022 financial outlook.

LMT


Revenues increased in all segments and lifted outlook for adjusted operating earnings.

HAS
U.S. indexes opened higher but investors remained focused on the latest earnings and war developments in Europe. Yield of 10-year U.S. Treasury bond advanced to 2.92%, a new 3-year high. Crude oil declined $4 a barrel as demand from China is expected to soften on rising Covid-19 cases. European markets fell more than 1% after Russia launched a new assault on cities in eastern Ukraine.

First Quarter Operating Income Up 61% to $334.3 million.

JBHT
U.S. stocks lacked direction after 10-year Treasury bond yield inched up to 2.86%, crude oil added a dollar to $107.90 a barrel, and gold inched up 0.3%. Investors focused on a busy week of earnings ahead and are looking for clues how corporations are facing rising costs. Several leading companies including American Express, Travelers, J&J and Verizon are scheduled to release earnings. American Airlines, United Airlines, Alaska Air, CSX, and Union Pacific will provide deeper insights in freight and passenger travel costs.

JNJ IBM UNP AAL AXP
The company returned $1.1 billion in capital to shareholders, including $967 million of share repurchases and $114 million of common stock dividends.

SYF

Charles Schwab Trading Revenues Fall 21%

Apr 18, 2022
Scott Peters
Core Net New Assets Total $120.5 Billion. Total Client Assets Finish at $7.86 Trillion, up 11% Year-over-Year.

SCHW
Bank of New York Mellon said quarterly revenues was flat at $3.9 billion and net income declined 19% to $699 million. Earnings per share in the quarter fell 11% to 86 cents from 97 cents a year ago. Net interest revenues increased 7% and assets under management increased 2% to $2.3 trillion. Revenues were flat in Securities Services and Market Wealth Services but declined 3% in Investment and Wealth Management.

BK


Bank of America Net Falls 12%

Apr 18, 2022
Scott Peters
Average Loan Balances up $70 Billion to $978 Billion; Average Deposits up $240 Billion to $2.0 Trillion, Third Consecutive Quarter of Operating Leverage

BAC