Investors Only -- August 1, 2022

Earning schedule:

Earnings wrap for August 1, 2022, link here. Of those that interest me, ticker, actual vs expected:

• DVN: $2.59 vs $2.38; earnings growth: 332%
• FANG: $7.07 vs $6.66; earnings growth: 195%
• VNOM: 43 cents vs 43 cents; earnings growth: 378%
• WMB: 40 cents vs 37 cents; earnings growth: 48% (whoo-hoo)
• OTTR: $2.05 vs $1.27; earnings growth: 103%: (wow)

Dividend wrap for August 1, 2022:

• NOG declares a quarterly dividend of 25 cents; a 32% increase over prior quarter
• at an annual $1.00 per share, and trading at $30, that's $1/$30 = about 3.3%

The Apple page, link here, exactly how it's done:

Intel: to introduce Wi-Fi 7 in 2024; probably not available to average consumer until 2025; link here.

• Wi-Fi 7 is the successor to Wi-Fi 6E
• meanwhile, Apple is likely to release Wi-Fi 6E in the iPhone 14 to be release later this year
• I may be reading it wrong, but it sounds like Apple will have Wi-Fi 7 at same time as Intel, as well as Qualcomm, Broadcom, and MediaTek
• in other words, this Intel announcement is just another Pat Gelsinger press release

The Mercedes page, link here: thee EQE electric sedan is as profitable as the E-Class --

• has only just started selling the sedan and apparently it's already as profitable, if not more, than the curent E-Class
• cost, in Germany to the buyer:
• E-Class: under $50,000
• EQE: starts at $70,000
• the "hotter" EQE 43 AMG: over $100,000
• E still stands for "elite"
• Mercedes will build four battery plans in Europe and one in the US
• it will also build the EV SUV in the US

Sempra, per Morgan Stanley:

• Texas heat positioning Sempra very, very well;
• Sempra owns 80% stake in the state's largest utility, Oncor Electric
• some readers tell me that Texas heat is resulting in $5,000 / MWh at peak peeriods (whoo-hoo)
• MS sees a potential for SRE to have a ten-cent beat
• the best thing SRE ever did was diversify out of California
• second best thing: partner with Mexico 
  

Streaming: link here. Streaming wars.

• Warner Bros. Discovery begins house-cleaning this month, August, 2022
• already CNN+ was scuttled just after one month of operation
• expect big layoffs at CNN
• TBS "Full Frontal with Samantha Bee" has just been canceled
• big changes could also come to HBO Max streaming service
• one possibility: HBO Max being folded into a combined entity along with Discovery+.

Streaming: link here. Streaming wars.

• Apple TV+ gaining traction; link here.
• and, here.
  

Personal note:

• Hulu seems to be a real winner
• even Roku may be seeing its end not too far in front of its headlights

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All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them.