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Jalex Private ID: 101511526
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    Read through from $Stratasys(SSYS.US)$ topline growth, 3D Printing seemed to enjoy strong recovery growth post reopening! $3D Systems(DDD.US)$ next week earnings should be exciting coupled with cost savings from divestitures of non-core assets.
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    Here go Bruno Mars "I'm gonna keep my door open ~~" $Opendoor Technologies(OPEN.US)$
    $Opendoor Technologies(OPEN.US)$ Squeeze the short!! Next week earnings should be a great one!
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    $Tesla(TSLA.US)$ (Bloomberg) --Hertz Global Holdings Inc., barely four months out of bankruptcy, placed an order for 100,000 Teslas in the first step of an ambitious plan to electrify its rental-car fleet, according to people with knowledge of the matter.
    It’s the single-largest purchase ever for electric vehicles and represents about $4.2 billion of revenue for Tesla Inc., according to the people, who asked not to be identified because the information is private. While car-rental companies typically demand big discounts from automakers, the size of the order implies that Hertz is paying close to list prices.
    $Opendoor Technologies(OPEN.US)$ clear cut beneficiary from $Zillow-C(Z.US)$ paused in its operations.... 3Q should beat and 4Q definitely to be strong thanks to underlying demand
    $Disney(DIS.US)$
    THIRD QUARTER RESULTS
    Disney+ subscribers 116.0 million, estimate 113.1 million (Bloomberg Consensus)
    Adjusted EPS 80c, estimate 55c (range 28c to $1.05)
    Revenue $17.02 billion, estimate $16.80 billion (range $15.48 billion to $17.48 billion)
    Media and entertainment distribution revenue $12.68 billion, estimate $12.90 billion
    Parks, experiences and products revenue $4.34 billion, estimate $4.05 billion
    Total segment operating income $17.02 billion
    Media and entertainment distribution operating income $2.03 billion, estimate $2.02 billion...
    1
    $Opendoor Technologies(OPEN.US)$
    THIRD QUARTER FORECAST
    Sees revenue $1.8 billion to $1.9 billion, estimate $1.49 billion (range $1.20 billion to $1.71 billion) (Bloomberg Consensus)
    Sees adjusted Ebitda $15 million to $25 million, estimate loss $19.3 million (range loss $13.6 million to $21.6 million)
    SECOND QUARTER RESULTS
    Loss per share 24c, estimate loss/share 35c (2 estimates)
    Revenue $1.19 billion, estimate $1.08 billion (range $1.04 billion to $1.10 billion)
    Homes sold 3,481
    Adjusted Ebitda $26 million, estimate loss $0.93 million (range loss $4.76 million to profit $0.56 million)
    Adjusted net $2.5 million, estimate loss $81.9 million (range loss $16.8 million to $196.0 million) (3 estimates)...
    $Palantir(PLTR.US)$
    THIRD QUARTER FORECAST
    Sees revenue $385 million, estimate $379.5 million (range $379.0 million to $380.0 million) (Bloomberg Consensus)
    Sees adjusted operating margin 22%
    YEAR FORECAST
    Sees adjusted free cash flow above $300 million
    SECOND QUARTER RESULTS
    Revenue $375.6 million, estimate $360.3 million (range $360.0 million to $361.0 million)
    Loss per share 7.0c
    Adjusted EPS 4.0c, estimate 3.4c (range 3.0c to 4.7c)
    Adjusted Ebitda $121.5 million
    COMMENTARY AND CONTEXT
    Sees Annual Rev. Growth of 30% or More for 2021-2025
    Annual revenue growth of 30% or greater for 2021 through 2025
    2Q Commercial customer count increased 32% quarter-over-quarter...
    $Southwest Airlines(LUV.US)$
    Adjusted loss per share $1.72, estimate loss/share $1.85 (range loss/share $1.24 to $2.59) (Bloomberg Consensus)
    Operating revenue $2.05 billion, estimate $2.06 billion (range $1.59 billion to $2.37 billion)
    Passenger revenue $1.71 billion, estimate $1.75 billion
    Freight revenue $43 million, estimate $38.1 million
    Available seat miles 23.15 billion, estimate 23.33 billion
    PRASM 7.40c, estimate 7c
    Rev. passenger miles 14.88 billion, estimate 13.79 billion
    Load factor 64.3%, estimate 60.6%
    Sees Apr. load factor 75% to 80%
    Sees April operating revenue down 40% to 45% from 2019 level
    COMMENTARY AND CONTEXT
    Sees May Operating Rev Down 35% to 40% From 2019
    Sees May Load Factor 75% to 80%
    Sees Improving Passenger Traffic and Fares
    “While the pandemic is not over, we believe the worst is behind us, in terms of the severity of the negative impact on travel demand,” CEO Gary C. Kelly said
    The company continues to see an an increase in bookings, with about 35% and 20% of anticipated bookings currently in place for June and July, respectively
    Excluding special items, first quarter 2021 CASM increased 16.7%, year-over-year
    The company said economic fuel costs per gallon were at $1.70 in the first quarter, vs. $1.90 a year earlier
    The company sees 2Q economic fuel costs per gallon $1.85 to $1.95
    The airline’s average cor...