View Financial HealthThis company is no longer activeThe company may no longer be operating, as it may be out of business. Find out why through their latest events.See Latest EventsTwitter 配当と自社株買い配当金 基準チェック /06Twitter配当金を支払った記録がありません。主要情報n/a配当利回り6.0%バイバック利回り総株主利回り6.0%将来の配当利回り0%配当成長n/a次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向n/a最近の配当と自社株買いの更新更新なしすべての更新を表示Recent updatesお知らせ • Jun 27Voip-Pal.com Inc. Provides Legal Update on the Status of Current Patent LitigationVoip-Pal.com Inc. to provide a legal update of recent developments in the current patent litigation. At a hearing held on June 12, 2023, in Case No. 6:20-CV-00272-ADA the Court granted VoIP-Pal’s motion to reconsider the Court’s final construction of the term “routing message” and construed the term to mean “a message that includes a callee user name field and a route field.” VoIP-Pal has filed a stipulation dismissing its lawsuit against Samsung in the Western District of Texas (WDTX). As a result of stipulations dismissing the lawsuits against Facebook, Google, and Twitter in the Northern District of California (NDCAL), the pending motions for judgment on the pleadings against U.S. Patent Nos have been denied as moot. Additionally, the PTAB has terminated Meta’s and Google’s involvement in IPRs filed against U.S. Patent Nos.お知らせ • Jun 06Twitter Hires NBCUniversal Executive Joe BenarrochTwitter has made another significant addition to its top team by hiring Joe Benarroch, a senior executive from NBCUniversal. This move is part of Elon Musk's ongoing efforts to revitalize the social media platform. Benarroch will be focusing on business operations. This appointment closely follows the recent announcement of Linda Yaccarino, head of advertising at NBCUniversal, becoming the new CEO of Twitter. Musk, the current CEO, will continue to have a close involvement with the company. In related news, it was reported that Ella Irwin, Twitter's second head of trust and safety under Musk's ownership, has resigned. Irwin took on the role after Yoel Roth, the previous head, left in November 2022 shortly after Musk acquired the company. The head of trust and safety is responsible for content moderation, which has gained significant attention since Musk took over. While the specific reasons behind Irwin's resignation are unclear, it coincided with Musk publicly criticizing a content moderation decision made on Twitter. Musk himself will remain involved with the company as executive chairman and chief technology officer.お知らせ • May 13+ 1 more updateElon Musk Accepts CTO Role At Twitter, IncTwitter, Inc. announced that Elon Musk who has been acting as the interim CEO, will transition into the Chief Technology Officer of the company role within the next few weeks.お知らせ • Dec 22Elon Musk to Resign as CEO of Twitter, IncTwitter, Inc. announced that Elon Musk embarked on a search for a new CEO. Elon Musk confirmed he will step down as chief executive of Twitter Inc. after finding a successor, though he plans to retain control over the company's engineering teams. Since taking over in October, Musk has overseen the firings or departures of roughly 5,000 of Twitter's 7,500 employees.お知らせ • Nov 23Twitter, Inc. Appoints Chris Riedy as New Head of Advertising SalesChris Riedy - formerly Twitter's vice president - EMEA - will now head the platform's advertising and sales. He takes over from Robin Wheeler who was fired by owner Elon Musk for refusing to lay off more members of his own staff. According to Riedy's Linkedin profile, he has almost 25 years of experience across the fields of sales, business development and marketing. He has a Bachelor's degree in Arts from Denison University in Granville, Ohio and also holds a MBA from Santa Clara University, located in California.お知らせ • Nov 22Pearson plc Confirms Cessation of Omid Kordestani as Non-Executive Director of Twitter, IncPearson plc confirmed that Omid Kordestani, Chair of Pearson plc, ceased to be a Non-Executive Director of Twitter, Inc. on 28 October 2022.お知らせ • Nov 01+ 3 more updatesTwitter, Inc. Announces Board ChangesAs previously disclosed, on April 25, 2022, Twitter, Inc. (Twitter") entered into an Agreement and Plan of Merger (the Merger Agreement") with X Holdings I, Inc. (Parent"), X Holdings II, Inc., a wholly owned subsidiary of Parent (Acquisition Sub"), and, solely for the purpose of certain provisions of the Merger Agreement, Elon R. Musk. On October 27, 2022, pursuant to the terms of the Merger Agreement, Acquisition Sub merged with and into Twitter (the Merger"), with Twitter surviving the Merger and becoming a wholly owned subsidiary of Parent (the Surviving Corporation"). On October 27, 2022, and as a result of the consummation of the Merger, Mr. Musk became the sole director of Twitter. In accordance with the terms of the Merger Agreement, effective as of the effective time of the Merger, the following persons, who were directors of Twitter prior to the effective time of the Merger, are no longer directors of Twitter: Bret Taylor, Parag Agrawal, Omid Kordestani, David Rosenblatt, Martha Lane Fox, Patrick Pichette, Egon Durban, Fei-Fei Li and Mimi Alemayehou.お知らせ • Oct 31+ 1 more updateTwitter Delists the Common Stock on October 28, 2022X Holdings I, Inc. and X Holdings II, Inc, entities wholly owned by Elon Musk, the CEO of Tesla, Inc., have acquired the remaining 90.8% stake in Twitter, Inc. Twitter notified The New York Stock Exchange of the consummation of the Merger and requested that the NYSE delist the Common Stock on October 28, 2022. As a result, the trading of Twitter's common stock on the NYSE was suspended prior to the opening of trading on the NYSE on October 28, 2022. Twitter also requested that the NYSE file a notification of removal from listing and registration on Form 25 with the SEC to effect the delisting of the Common Stock from the NYSE and the deregistration of the Common Stock under Section 12(b) of the Securities Exchange Act of 1934, as amended.お知らせ • Oct 29Twitter, Inc.(NYSE:TWTR) dropped from NASDAQ Internet IndexTwitter, Inc has been removed from NASDAQ Internet Index.Recent Insider Transactions • May 20Insider recently bought Mex$402m worth of stockOn the 13th of May, Alwaleed Bin Talal Bin Abdulaziz Alsaud bought around 490k shares on-market at roughly Mex$821 per share. In the last 3 months, there was an even bigger purchase from another insider worth Mex$58b. Insiders have collectively bought Mex$58b more in shares than they have sold in the last 12 months.Buying Opportunity • May 12Now 20% undervaluedOver the last 90 days, the stock is up 23%. The fair value is estimated to be Mex$1,131, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings is also forecast to grow by 24% per annum over the same time period.Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: US$0.66 (vs US$0.085 in 1Q 2021)First quarter 2022 results: EPS: US$0.66 (up from US$0.085 in 1Q 2021). Revenue: US$1.20b (up 16% from 1Q 2021). Net income: US$513.3m (up US$445.3m from 1Q 2021). Profit margin: 43% (up from 6.6% in 1Q 2021). Over the next year, revenue is forecast to grow 20%, compared to a 15% growth forecast for the industry in Mexico. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance.Recent Insider Transactions • Apr 07Insider recently bought Mex$58b worth of stockOn the 1st of April, Elon Musk bought around 73m shares on-market at roughly Mex$799 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought Mex$58b more in shares than they have sold in the last 12 months.Reported Earnings • Feb 12Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: US$0.28 loss per share (up from US$1.44 loss in FY 2020). Revenue: US$5.08b (up 37% from FY 2020). Net loss: US$221.4m (loss narrowed 81% from FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 20%, compared to a 18% growth forecast for the industry in Mexico. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.Recent Insider Transactions • Feb 05Chief Accounting Officer recently sold Mex$4.3m worth of stockOn the 1st of February, Robert Kaiden sold around 6k shares on-market at roughly Mex$762 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$66m more than they bought in the last 12 months.Board Change • Dec 03High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Chairman Bret Taylor was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Nov 05Insider recently sold Mex$16m worth of stockOn the 1st of November, Sarah Personette sold around 15k shares on-market at roughly Mex$1,131 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$367m more than they bought in the last 12 months.Reported Earnings • Oct 28Third quarter 2021 earnings released: US$0.67 loss per share (vs US$0.036 profit in 3Q 2020)The company reported a mediocre third quarter result with weaker earnings and weaker control over costs, although revenues improved. Third quarter 2021 results: Revenue: US$1.28b (up 37% from 3Q 2020). Net loss: US$536.8m (down US$565.4m from profit in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance.Recent Insider Transactions • Aug 05Chief Accounting Officer recently sold Mex$14m worth of stockOn the 2nd of August, Robert Kaiden sold around 10k shares on-market at roughly Mex$1,370 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$365m more than they bought in the last 12 months.Board Change • Aug 01High number of new directorsIndependent Director Mimi Alemayehou was the last director to join the board, commencing their role in 2021.Reported Earnings • Jul 24Second quarter 2021 earnings released: EPS US$0.082 (vs US$1.75 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$1.19b (up 74% from 2Q 2020). Net income: US$65.6m (up US$1.44b from 2Q 2020). Profit margin: 5.5% (up from net loss in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.Executive Departure • Jun 11Independent Director Jesse Cohn has left the companyOn the 9th of June, Jesse Cohn's tenure as Independent Director ended after 1.2 years in the role. We don't have any record of a personal shareholding under Jesse's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 5.96 years.Recent Insider Transactions • May 07Chief Accounting Officer recently sold Mex$12m worth of stockOn the 3rd of May, Robert Kaiden sold around 10k shares on-market at roughly Mex$1,107 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$360m more than they bought in the last 12 months.Reported Earnings • May 01First quarter 2021 earnings released: EPS US$0.085 (vs US$0.011 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$1.04b (up 28% from 1Q 2020). Net income: US$68.0m (up US$76.4m from 1Q 2020). Profit margin: 6.6% (up from net loss in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.Executive Departure • Mar 03Independent Director has left the companyOn the 28th of February, Ngozi Okonjo-Iweala's tenure as Independent Director ended after 2.6 years in the role. As of December 2020, Ngozi personally held 11.13k shares (Mex$12m worth at the time). Ngozi is the only executive to leave the company over the last 12 months.Is New 90 Day High Low • Feb 24New 90-day high: Mex$1,513The company is up 63% from its price of Mex$926 on 25 November 2020. The Mexican market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Interactive Media and Services industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$890 per share.Reported Earnings • Feb 11Full year 2020 earnings released: US$1.44 loss per share (vs US$1.90 profit in FY 2019)The company reported a soft full year result with weaker earnings and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: US$3.72b (up 7.4% from FY 2019). Net loss: US$1.14b (down 178% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Feb 11Revenue beats expectationsRevenue exceeded analyst estimates by 2.6%. Over the next year, revenue is forecast to grow 19%, compared to a 25% growth forecast for the Interactive Media and Services industry in Mexico.Recent Insider Transactions • Feb 06Chief Accounting Officer recently sold Mex$6.7m worth of stockOn the 1st of February, Robert Kaiden sold around 6k shares on-market at roughly Mex$1,050 per share. In the last 3 months, there was an even bigger sale from another insider worth Mex$148m. Insiders have been net sellers, collectively disposing of Mex$348m more than they bought in the last 12 months.Is New 90 Day High Low • Feb 05New 90-day high: Mex$1,148The company is up 29% from its price of Mex$889 on 06 November 2020. The Mexican market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Interactive Media and Services industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$958 per share.Recent Insider Transactions • Nov 26Non-Employee Director recently sold Mex$148m worth of stockOn the 23rd of November, Omid Kordestani sold around 164k shares on-market at roughly Mex$902 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$195m more than they bought in the last 12 months.決済の安定と成長配当データの取得安定した配当: TWTR *の 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。増加する配当: TWTR *の配当金が増加しているかどうかを判断するにはデータが不十分です。配当利回り対市場Twitter 配当利回り対市場TWTR * 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (TWTR *)n/a市場下位25% (MX)0%市場トップ25% (MX)0%業界平均 (Interactive Media and Services)0%アナリスト予想 (TWTR *) (最長3年)0%注目すべき配当: TWTR *は最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。高配当: TWTR *は最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。株主への利益配当収益カバレッジ: TWTR *の 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。株主配当金キャッシュフローカバレッジ: TWTR *が配当金を報告していないため、配当金の持続可能性を計算できません。高配当企業の発掘7D1Y7D1Y7D1YMX 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2022/10/27 05:33終値2022/10/27 00:00収益2022/06/30年間収益2021/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Twitter, Inc. 31 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。45 アナリスト機関Richard KramerArete Research Services LLPJames KelleherArgus Research CompanyColin SebastianBaird42 その他のアナリストを表示
お知らせ • Jun 27Voip-Pal.com Inc. Provides Legal Update on the Status of Current Patent LitigationVoip-Pal.com Inc. to provide a legal update of recent developments in the current patent litigation. At a hearing held on June 12, 2023, in Case No. 6:20-CV-00272-ADA the Court granted VoIP-Pal’s motion to reconsider the Court’s final construction of the term “routing message” and construed the term to mean “a message that includes a callee user name field and a route field.” VoIP-Pal has filed a stipulation dismissing its lawsuit against Samsung in the Western District of Texas (WDTX). As a result of stipulations dismissing the lawsuits against Facebook, Google, and Twitter in the Northern District of California (NDCAL), the pending motions for judgment on the pleadings against U.S. Patent Nos have been denied as moot. Additionally, the PTAB has terminated Meta’s and Google’s involvement in IPRs filed against U.S. Patent Nos.
お知らせ • Jun 06Twitter Hires NBCUniversal Executive Joe BenarrochTwitter has made another significant addition to its top team by hiring Joe Benarroch, a senior executive from NBCUniversal. This move is part of Elon Musk's ongoing efforts to revitalize the social media platform. Benarroch will be focusing on business operations. This appointment closely follows the recent announcement of Linda Yaccarino, head of advertising at NBCUniversal, becoming the new CEO of Twitter. Musk, the current CEO, will continue to have a close involvement with the company. In related news, it was reported that Ella Irwin, Twitter's second head of trust and safety under Musk's ownership, has resigned. Irwin took on the role after Yoel Roth, the previous head, left in November 2022 shortly after Musk acquired the company. The head of trust and safety is responsible for content moderation, which has gained significant attention since Musk took over. While the specific reasons behind Irwin's resignation are unclear, it coincided with Musk publicly criticizing a content moderation decision made on Twitter. Musk himself will remain involved with the company as executive chairman and chief technology officer.
お知らせ • May 13+ 1 more updateElon Musk Accepts CTO Role At Twitter, IncTwitter, Inc. announced that Elon Musk who has been acting as the interim CEO, will transition into the Chief Technology Officer of the company role within the next few weeks.
お知らせ • Dec 22Elon Musk to Resign as CEO of Twitter, IncTwitter, Inc. announced that Elon Musk embarked on a search for a new CEO. Elon Musk confirmed he will step down as chief executive of Twitter Inc. after finding a successor, though he plans to retain control over the company's engineering teams. Since taking over in October, Musk has overseen the firings or departures of roughly 5,000 of Twitter's 7,500 employees.
お知らせ • Nov 23Twitter, Inc. Appoints Chris Riedy as New Head of Advertising SalesChris Riedy - formerly Twitter's vice president - EMEA - will now head the platform's advertising and sales. He takes over from Robin Wheeler who was fired by owner Elon Musk for refusing to lay off more members of his own staff. According to Riedy's Linkedin profile, he has almost 25 years of experience across the fields of sales, business development and marketing. He has a Bachelor's degree in Arts from Denison University in Granville, Ohio and also holds a MBA from Santa Clara University, located in California.
お知らせ • Nov 22Pearson plc Confirms Cessation of Omid Kordestani as Non-Executive Director of Twitter, IncPearson plc confirmed that Omid Kordestani, Chair of Pearson plc, ceased to be a Non-Executive Director of Twitter, Inc. on 28 October 2022.
お知らせ • Nov 01+ 3 more updatesTwitter, Inc. Announces Board ChangesAs previously disclosed, on April 25, 2022, Twitter, Inc. (Twitter") entered into an Agreement and Plan of Merger (the Merger Agreement") with X Holdings I, Inc. (Parent"), X Holdings II, Inc., a wholly owned subsidiary of Parent (Acquisition Sub"), and, solely for the purpose of certain provisions of the Merger Agreement, Elon R. Musk. On October 27, 2022, pursuant to the terms of the Merger Agreement, Acquisition Sub merged with and into Twitter (the Merger"), with Twitter surviving the Merger and becoming a wholly owned subsidiary of Parent (the Surviving Corporation"). On October 27, 2022, and as a result of the consummation of the Merger, Mr. Musk became the sole director of Twitter. In accordance with the terms of the Merger Agreement, effective as of the effective time of the Merger, the following persons, who were directors of Twitter prior to the effective time of the Merger, are no longer directors of Twitter: Bret Taylor, Parag Agrawal, Omid Kordestani, David Rosenblatt, Martha Lane Fox, Patrick Pichette, Egon Durban, Fei-Fei Li and Mimi Alemayehou.
お知らせ • Oct 31+ 1 more updateTwitter Delists the Common Stock on October 28, 2022X Holdings I, Inc. and X Holdings II, Inc, entities wholly owned by Elon Musk, the CEO of Tesla, Inc., have acquired the remaining 90.8% stake in Twitter, Inc. Twitter notified The New York Stock Exchange of the consummation of the Merger and requested that the NYSE delist the Common Stock on October 28, 2022. As a result, the trading of Twitter's common stock on the NYSE was suspended prior to the opening of trading on the NYSE on October 28, 2022. Twitter also requested that the NYSE file a notification of removal from listing and registration on Form 25 with the SEC to effect the delisting of the Common Stock from the NYSE and the deregistration of the Common Stock under Section 12(b) of the Securities Exchange Act of 1934, as amended.
お知らせ • Oct 29Twitter, Inc.(NYSE:TWTR) dropped from NASDAQ Internet IndexTwitter, Inc has been removed from NASDAQ Internet Index.
Recent Insider Transactions • May 20Insider recently bought Mex$402m worth of stockOn the 13th of May, Alwaleed Bin Talal Bin Abdulaziz Alsaud bought around 490k shares on-market at roughly Mex$821 per share. In the last 3 months, there was an even bigger purchase from another insider worth Mex$58b. Insiders have collectively bought Mex$58b more in shares than they have sold in the last 12 months.
Buying Opportunity • May 12Now 20% undervaluedOver the last 90 days, the stock is up 23%. The fair value is estimated to be Mex$1,131, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings is also forecast to grow by 24% per annum over the same time period.
Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: US$0.66 (vs US$0.085 in 1Q 2021)First quarter 2022 results: EPS: US$0.66 (up from US$0.085 in 1Q 2021). Revenue: US$1.20b (up 16% from 1Q 2021). Net income: US$513.3m (up US$445.3m from 1Q 2021). Profit margin: 43% (up from 6.6% in 1Q 2021). Over the next year, revenue is forecast to grow 20%, compared to a 15% growth forecast for the industry in Mexico. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance.
Recent Insider Transactions • Apr 07Insider recently bought Mex$58b worth of stockOn the 1st of April, Elon Musk bought around 73m shares on-market at roughly Mex$799 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought Mex$58b more in shares than they have sold in the last 12 months.
Reported Earnings • Feb 12Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: US$0.28 loss per share (up from US$1.44 loss in FY 2020). Revenue: US$5.08b (up 37% from FY 2020). Net loss: US$221.4m (loss narrowed 81% from FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 20%, compared to a 18% growth forecast for the industry in Mexico. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.
Recent Insider Transactions • Feb 05Chief Accounting Officer recently sold Mex$4.3m worth of stockOn the 1st of February, Robert Kaiden sold around 6k shares on-market at roughly Mex$762 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$66m more than they bought in the last 12 months.
Board Change • Dec 03High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Chairman Bret Taylor was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Nov 05Insider recently sold Mex$16m worth of stockOn the 1st of November, Sarah Personette sold around 15k shares on-market at roughly Mex$1,131 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$367m more than they bought in the last 12 months.
Reported Earnings • Oct 28Third quarter 2021 earnings released: US$0.67 loss per share (vs US$0.036 profit in 3Q 2020)The company reported a mediocre third quarter result with weaker earnings and weaker control over costs, although revenues improved. Third quarter 2021 results: Revenue: US$1.28b (up 37% from 3Q 2020). Net loss: US$536.8m (down US$565.4m from profit in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance.
Recent Insider Transactions • Aug 05Chief Accounting Officer recently sold Mex$14m worth of stockOn the 2nd of August, Robert Kaiden sold around 10k shares on-market at roughly Mex$1,370 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$365m more than they bought in the last 12 months.
Board Change • Aug 01High number of new directorsIndependent Director Mimi Alemayehou was the last director to join the board, commencing their role in 2021.
Reported Earnings • Jul 24Second quarter 2021 earnings released: EPS US$0.082 (vs US$1.75 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$1.19b (up 74% from 2Q 2020). Net income: US$65.6m (up US$1.44b from 2Q 2020). Profit margin: 5.5% (up from net loss in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.
Executive Departure • Jun 11Independent Director Jesse Cohn has left the companyOn the 9th of June, Jesse Cohn's tenure as Independent Director ended after 1.2 years in the role. We don't have any record of a personal shareholding under Jesse's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 5.96 years.
Recent Insider Transactions • May 07Chief Accounting Officer recently sold Mex$12m worth of stockOn the 3rd of May, Robert Kaiden sold around 10k shares on-market at roughly Mex$1,107 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$360m more than they bought in the last 12 months.
Reported Earnings • May 01First quarter 2021 earnings released: EPS US$0.085 (vs US$0.011 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$1.04b (up 28% from 1Q 2020). Net income: US$68.0m (up US$76.4m from 1Q 2020). Profit margin: 6.6% (up from net loss in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.
Executive Departure • Mar 03Independent Director has left the companyOn the 28th of February, Ngozi Okonjo-Iweala's tenure as Independent Director ended after 2.6 years in the role. As of December 2020, Ngozi personally held 11.13k shares (Mex$12m worth at the time). Ngozi is the only executive to leave the company over the last 12 months.
Is New 90 Day High Low • Feb 24New 90-day high: Mex$1,513The company is up 63% from its price of Mex$926 on 25 November 2020. The Mexican market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Interactive Media and Services industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$890 per share.
Reported Earnings • Feb 11Full year 2020 earnings released: US$1.44 loss per share (vs US$1.90 profit in FY 2019)The company reported a soft full year result with weaker earnings and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: US$3.72b (up 7.4% from FY 2019). Net loss: US$1.14b (down 178% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Feb 11Revenue beats expectationsRevenue exceeded analyst estimates by 2.6%. Over the next year, revenue is forecast to grow 19%, compared to a 25% growth forecast for the Interactive Media and Services industry in Mexico.
Recent Insider Transactions • Feb 06Chief Accounting Officer recently sold Mex$6.7m worth of stockOn the 1st of February, Robert Kaiden sold around 6k shares on-market at roughly Mex$1,050 per share. In the last 3 months, there was an even bigger sale from another insider worth Mex$148m. Insiders have been net sellers, collectively disposing of Mex$348m more than they bought in the last 12 months.
Is New 90 Day High Low • Feb 05New 90-day high: Mex$1,148The company is up 29% from its price of Mex$889 on 06 November 2020. The Mexican market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Interactive Media and Services industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$958 per share.
Recent Insider Transactions • Nov 26Non-Employee Director recently sold Mex$148m worth of stockOn the 23rd of November, Omid Kordestani sold around 164k shares on-market at roughly Mex$902 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$195m more than they bought in the last 12 months.