Motley Fool Money Calm Before The Storm
Oct 10, 2022
In an insightful discussion, Jason Moser, a Motley Fool Senior Analyst, dives into the anticipated earnings season and flags Jamie Dimon's recession warning. He explores consumer savings trends, highlighting upcoming economic challenges. Meanwhile, Dylan Lewis, a Motley Fool analyst, examines the upcoming IPO of Mobileye, the self-driving car innovator Intel is spinning out. Their conversation uncovers the potential and risks in the autonomous driving market, making it a thrilling time for aspiring investors.
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Low Expectations for Earnings Season
- Expect a stormy earnings season with low expectations due to various economic factors.
- Revenue growth may fall below 10% for the first time since Q4 2020, and earnings growth might hit its lowest since Q3 2020.
Importance of Guidance This Season
- Management guidance in the upcoming earnings season will be more critical than usual due to already low expectations.
- Focus on guidance regarding input costs and macro-level observations, not just business performance.
Focus on Forward Guidance
- Pay attention to forward-looking guidance, especially for 2023, regarding supply chain, labor costs, and currency challenges.
- The market is forward-looking, so positive signs from management could make a big difference.