Uber, Chipotle, Disney, and Ford: Earnings Recap

Yahoo Finance breaks down this week's recent earnings reports from top companies like Disney and Uber. Yahoo Finance Anchor Josh Lipton remarked on Chipotle's Q4 earnings, saying, "This stock had already been up…it was up about 25% since November." D.A. Davidson Senior Research Analyst Tom White went through Uber's recent earnings report, "It was a clean, broad-based, upside kind of quarter…They've delivered a little bit of upside basically across all the segments on all the line items that you'd want to see." While White noted the stock has been a "relative outperformer" this past year, expectations are still inconsistent with what Uber's earnings say. While the Walt Disney Company's public boardroom battle takes place, KeyBanc Capital Markets Research Analyst Brandon Nispel noted how Disney CEO Bob Iger's challenger, billionaire Nelson Peltz, should be very happy with Disney's recent earnings. Nispel said, "Disney, for the first time ever, talked about getting to a double-digit sustainable margin." When asked about what the potential timeline of this margin would be, Nispel stated it will likely be closer to 2027. Santa Clara University Associate Professor Ye Cai talked about Disney's dividend increase bodes well for the company and the market, "I'm glad to see Disney is re-initiating dividends, and that is usually a welcoming sign to the market." Yahoo Finance Reporter Pras Submaranian discussed Ford's recent earnings, and the likelihood of higher losses in 2024. Submaranian said, "Many people thought we'd see…the same level of investment there." Submaranian also noted there will likely be a new EV truck from Ford, similar to the F-150, in coming years, but until then, "Still more investment, probably still more losses, until you…turn that tide." Key video moments: 00:00:05 – Yahoo Finance Anchor Josh Lipton discusses Chipotle's impressive earnings report 00:00:32 – D.A. Davidson Senior Research Analyst Tom White talks about expectations from Wall Street on Uber 00:00:59 – KeyBanc Capital Markets Research Analyst Brandon Nispel and Santa Clara University Associate Professor Ye Cai break down what Disney's earnings mean for invesotrs and Nelson Peltz 00:01:53 – Yahoo FInance Reporter Pras Submaranian discusses Ford's recent earnings, and when we can expect a new EV truck from the American automaker