ENPH
😥 Enphase reported earnings described as “terrible suffering,” missing expectations with revenue guidance also falling short.
💸 Analysis revealed negative free cash flow when adjusting for significant stock-based compensation, raising concerns about underlying profitability.
❓ Increased spending on Sales, General & Administrative (SG&A) expenses compared to the previous quarter was questioned, adding to the complicated outlook.
@bernardodegarcia:
“We also have the results of, uh, terrible suffering. We won’t have time to analyze it. 68 cents, such. Revenue 340, 380, it doesn’t take off. Trading at 32. Shi batteries. Ah, let’s take a look because yes, I have, yes, I have curiosity and, and I have a certain affection for it despite it screwing me over, my fault. Ah, I made, I made a tremendous mistake, but an error of, a very foolish error, but well, eh, we don’t learn from our successes, eh, also, eh, unfortunately. Ah, investigation, financial data, financial results. Ah, okay, and here it tells you 356 and the guidance is, I think we already read it here, it is 340, 380. The midpoint is 360, so flat. Well, and the cash flow, there it is. Okay, March 31st is this year, perfect. Ah, net income generates profits. Depreciation, amortization, pi, stock based compensation 55, uh, terrible suffering. Well, whatever. In the end, you end up with 48. Yes, with this 55, in the end, you end up with negative cash flow. If not, you end up with 48 minus 14, you make 34, but you have to subtract 55. You are at a, ah, minus what, minus 11, minus 1, minus 1 million dollars. Well, uff, it’s repurchasing shares like crazy, eh? Ah, no, marketable security, common stock is here. No, it didn’t buy them so aggressively. Uff, you know what happens? Eh, 55,000 and SG&A 34. Why? Why? Why are you spending more on, why are you spending 10% more than last quarter on G&A? Why are you doing it well or, or what thing? Sales, marketing is falling. The truth is that it’s a quite complicated situation for this type of company, eh? But well, anyway, there go the shares of Enphase falling 10%.”
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