Previewing Tech Earnings With Estimize CEO Drogan

The video discusses market trends and company performances, focusing on Amazon, PayPal, Twitter, and Facebook. It highlights the importance of earnings estimates and revisions, noting that companies like Facebook and Amazon show positive trends, while Twitter's estimates decline. The video also examines the impact of these trends on the market, particularly the influence of Fang stocks on the SMP. It suggests caution in the second half of the earnings season due to potential market exhaustion and political factors affecting industrial and retail sectors.

What is a key indicator of a company's strong performance over several quarters?

• Decrease in daily active users

• Positive trend in estimate revisions

• Negative earnings estimates

• Consistent decline in stock prices

Which company's estimates are trending downwards, indicating potential caution?

• Facebook

• Amazon

• PayPal

• Twitter

How does Facebook's daily active user growth compare to Snapchat?

• Facebook's growth is slower

• Facebook's growth is similar

• Snapchat's growth surpasses Facebook

• Facebook's growth surpasses Snapchat

What percentage of the S&P 500's year-to-date growth is attributed to FANG stocks?

• 30%

• 20%

• 10%

• 40%

Which sectors might experience market exhaustion in the second half of the earnings season?

• Finance and real estate

• Energy and retail

• Telecommunications and utilities

• Technology and healthcare