Q2 results Archives - GrowthRater

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P&G slashes digital spend with no impact – an ‘Oops’ moment for digital!

Those following Alphabet’s Q2 results may have noticed the changing mix driving revenues. While year-on-year organic revenue growth is still comfortably holding above +20% pa, it is increasingly driven by accelerating growth in paid clicks which are offsetting a higher rate of decline in the price per click that it receives. Given the auction basis […]

Interpublic Q2 disappoints – the canary in the coal mine?

From the -100bps drop in margins as organic sales growth slowed to only +0.4% for its Q2, IPG clearly didn’t see it coming, particularly following the solid performance in Q1 and the easier prior year comparatives it was cycling against for Q2. This lack of visibility and the uncertain impact of Fed monetary tightening on […]

Apple – when a picture is worth a thousand words!

Okay, so we’ve got Apple’s Q2 results out tomorrow and expectations aren’t very ambitious (see Outlook in below Investment Summary). It’s the big issue that is going to get the share price right however, and by this, whether we are looking at a re-run of Sony over two decades ago after Akio Morita stepped down. […]

For GfK, another guidance miss could make it the next target

For more see:Â www.growthrater.com Having adopted a â€œshape for growth mottoâ€ for 2015, GfK is struggling to deliver, with its core syndicated electronic research business hit hard in Q2 from the backwash from weakening Chinese demand. While the group is doggedly maintaining its full year 2015 guidance to deliver growth in organic revenues and […]

Google – markets chasing stories arrive late to the party

Markets love a good story. Theyâ€™re so much easier to digest than actual analysis and usually provide a catalyst for action that brokers and journalists need to stimulate a transaction. Take for example Googleâ€™s Q2 results last Thursday. The results themselves were solid, but were neither significantly ahead of street estimates nor provided anything particularly […]