Smartkarma Daily Briefs

• In recent weeks, Meta stock has mostly been one-way street: up! That continued to be the case after-hours post 4Q’24 earnings.
• Here are my highlights from today’s call. Daily Active People (DAP) across its Family of Apps (FOA) accelerated to 60 mn QoQ in 4Q’24.
• It’s kind of mind boggling that Meta added 1 Billion DAP since 1Q’20.

• API Group, a provider of life, safety, and specialty services to buildings, has seen significant growth under CEO Ross Becker and with involvement from investor Sir Martin Franklin.
• Started as a small plumbing company in the 1960s, now a global leader in fire protection, security, and building services
• Shifted from one-off construction projects to recurring revenue model, with over 55% of revenue now recurring

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• AT&T’s latest financial performance in the fourth quarter of 2024 shows a balanced overview of strengths and challenges that shape its investment profile.
• Positively, the company has demonstrated solid growth in its core operations, particularly in the Mobility and Consumer Wireline segments.
• Postpaid phone net additions totaled approximately 1.7 million with a service revenue growth of 3.5% for Mobility, contributing to AT&T likely leading the industry in postpaid phone churn for most of the past sixteen quarters.

• Verizon Communications Inc.’s latest earnings release highlights a blend of strategic initiatives, market positioning, operational performance, and future outlook amidst both challenges and opportunities.
• The results provide insights into Verizon’s growth trajectory, notably in the wireless, broadband, and emerging AI sectors, as well as operational efficiencies driving financial performance.
• The company reported a successful financial year, with wireless service revenue growing by 3.1% and adjusted EBITDA by 2.1%.

• HCA Healthcare concluded the fourth quarter of 2024 with robust business fundamentals, maintaining consistency with previous quarters.
• The company displayed resilience amidst challenges, such as significant weather disruptions caused by hurricanes, and a stable operational environment underpinned a reasonable starting point for 2025.
• The execution of efficient operational strategies has allowed the organization to stabilize operations in affected regions like North Carolina, Georgia, and West Florida.

• Nucor Corporation has delivered a mixed performance during its fourth quarter of 2024, marked by safety achievements and strategic growth investments alongside certain operational challenges.
• On the positive front, Nucor reported its safest year in history with a notable reduction in workplace injuries, reflecting a strong corporate culture focusing on safety.
• Financially, the company achieved earnings of $1.22 per share for the fourth quarter, contributing to an annual total of $8.46 per share.

• We are reiterating our Buy rating, $23 price target and projections for Guess?
• after visiting stores in the New York City metro area and Long Island.
• With Guess?

• The Katmai West #2 appraisal well is expected to commence production toward the end of 2Q25.
• Gross deliverability from the well, which encountered more than 400 feet of gross hydrocarbon pay in the primary reservoir objective, is estimated to be ~15-20 MBOE/d.
• Performance from the Katmai West #1 well, together with the results from this well, has nearly doubled the estimated proved reserve ultimate recovery to ~50 million BOE (gross) and supports Talos’ total estimated resource potential of ~100 MMBOE (gross).

• AURN001, is an improved formulation designed to be mechanistically identical to Vyznova and to provide enhanced benefits, including manufacturing scalability and extended shelf life.
• There is pending litigation between Aurion Biotech and the company’s largest shareholder, Alcon Research.
• This company is on a trajectory to set terms and debut in the first half of February.

• Moog Inc.’s first quarter fiscal 2025 results indicate a robust start to the year, with significant achievements in various segments of its business.
• The company reported sales of $910 million, a 6% year-over-year increase, underscoring strong performance particularly in Military Aircraft, Commercial Aircraft, and Space and Defense, although Industrial sales declined due to divestitures and soft market conditions.
• Baptista Research looks to evaluate the different factors that could influence the company’s price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.