HALISTER: MetLife 3Q Oper. EPS Beats Est.

MetLife 3Q Oper. EPS Beats Est.

(Bloomberg) -- MetLife 3Q oper. EPS $1.28, est. $1.15.
  • 3Q total rev. $17.7b, est. $17.2b
  • 3Q includes $223m goodwill impairment tied to new Brighthouse Financial segment
  • Net investment income $5.2b, up 6%
  • Book value $69.35 at Sept. 30 vs $61.39 y/y
    • BV ex-AOCI $53.40 vs $51.11 y/y
  • Call Thursday 8am 800-401-8436
Statement
Alert: HALISTER
Source: BFW (Bloomberg First Word)

Tickers
MET US (MetLife Inc)

To de-activate this alert, click here

UUID: 7947283

HALISTER: Facebook 2Q Adj. EPS Beats, DAU/MAU Ratio Falls First Since 2Q15

Facebook 2Q Adj. EPS Beats, DAU/MAU Ratio Falls First Since 2Q15

(Bloomberg) -- Facebook 3Q adj. EPS $1.09, est. 97c; MAUs 1.79b, est. 1.76b; 3Q DAUs 1.18b, est. 1.16b.
  • 3Q DAU/MAU ratio 65.9% vs 66.1% last qtr
    • NOTE: Oct. 13, Snapchat Becoming More Relevant Than Facebook: Piper Jaffray NSN OF099S6KLVRC
  • Shrs down about 1% on ~1.8m vol
  • 3Q rev. $7.01b, est. $6.92b
    • 3Q mobile ad rev. as percentage of ad rev. 84%, est. 85% (Bloomberg News, average of 3)
  • 3Q mobile monthly active users 1.66b vs 1.57b q/q
  • 3Q mobile daily active users 1.09b vs 1.03b q/q
Statement NOTE:
  • Nov. 11, PREVIEW FACEBOOK 3Q: ‘Strong’ 3Q Expected; Focus on Engagement
NSN OFZBH46TTDT7
  • Oct. 13, Snapchat Becoming More Relevant Than Facebook: Piper Jaffray
NSN OF099S6KLVRC
  • 43 buys, 5 holds, 2 sells before today
  • Call 5pm (NY time), 866.554.3009 pw 88580395
Alert: HALISTER
Source: BFW (Bloomberg First Word)

Tickers
FB US (Facebook Inc)

To de-activate this alert, click here

UUID: 7947283

HALISTER: 21st Century Fox 1Q Adj. EPS Cont Ops, Rev. Top Ests.

21st Century Fox 1Q Adj. EPS Cont Ops, Rev. Top Ests.

(Bloomberg) -- 21st Century Fox 1Q adj. EPS cont ops 51c, est. 44c; 1Q rev. $6.51b, est. $6.49b.
  • 1Q rev. by segment:
    • Cable rev. $3.81b, est. $3.74b
    • TV rev. $1.04b, est. $1.08b
    • Filmed entertainment rev. $1.91b, est. $1.88b
  • 1Q adj. segment Oibda $1.79b, est. $1.72b
    • Cable Oibda $1.38b, est. $1.36b
    • TV Oibda $191m, est. $201.8m
    • Filmed entertainment Oibda $311m, est. $264.3m
  • Call 4:30pm, (800)-230-1074 pw FOX
  • NOTE: Yesterday, PREVIEW TWENTY-FIRST CENTURY FOX 1Q: Weak Political, Film Rev.
Statement link
Alert: HALISTER
Source: BFW (Bloomberg First Word)

Tickers
FOXA US (Twenty-First Century Fox Inc)

To de-activate this alert, click here

UUID: 7947283

HALISTER1: Too Many Traders Looking for Fed ‘Next Meeting’ Guidance: FTN

Too Many Traders Looking for Fed ‘Next Meeting’ Guidance: FTN

(Bloomberg) -- “Treasury sentiment remained iffy even after the blues hit equities the last two days,” FTN strategist Jim Vogel writes in his first reaction to FOMC’s Nov. 2 statement.
  • “Too many traders” were still looking for clearer intent about FOMC’s December meeting in statement released Wednesday
  • Some talk that fewer dissents in FOMC decision was “form of implied compromise for December that would assuage hawks”; none of that was apparent in statement
  • Most interesting so far is “quick buying” in 10Y; more sensible curve would have at least some 5s/10s steepening; instead “it’s all 5s/30s”
  • Unless stocks “suffer” because S&P 500 fell below 2,100, bonds “should hover around here the rest of the day”
Alert: HALISTER1
Source: BFW (Bloomberg First Word)

People
Jim Vogel (Ftn Financial)

To de-activate this alert, click here

UUID: 7947283