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ABM Industries’s quarterly revenue was up 4.5% on a year-over-year basis.
According to Counterpoint Research, the global smartphone market declined by 18 per cent (year-over-year) to reach 304 million units in Q4 2022.
Source: https://www.canindia.com/global-smartphone-revenue-fall-by-9-in-2022-report/
According to Hale, “year-over-year rent growth slowed to a single-digit pace in the late summer of 2022.”
Added to that, the percentage of professional investors classifying ESG ratings as “useful” declined year-over-year.
Source: https://www.etftrends.com/esg-channel/esg-simplicity-found-in-this-etf/
Additionally, the company has raised its operating margin guidance to 30% for the entire fiscal year, with an expected year-over-year growth in cash flow of 22-23%.
Adtalem Global Education’s revenue was up 1.3% on a year-over-year basis.
Alexandria Real Estate Equities’s revenue was up 16.2% on a year-over-year basis.
All that comes after Ulta beat on earnings and grew sales 11% year-over-year to $2.6 billion, but missed expectations by $20 million.
Source: https://investorplace.com/2023/06/3-stocks-to-snap-up-on-their-recent-q1-earnings-dips/
Also, adjusted earnings per share increased 24% year-over-year to a record $2.41.
Although Q4 revenue was $75 million or down 4% year-over-year, that includes a negative 5 percentage point impact from FX.
Although the company's third quarter 2023 year-over-year growth rate of 30% could justify its current valuation, MongoDB has yet to achieve GAAP profitability, and only this year did it record its first quarter of positive FCF.
Among the top 15 bank deposit holders, Charles Swap reported the largest year-over-year decline in deposits, according to the latest S&P Global Market Intelligence report.
Source: https://thenewtoday.gd/charles-schwab-earnings-beat-estimates-but-bank-deposits-fell-again/
And as earnings growth potentially grow dividends year-over-year through this phase over the next 4 or 5 years.
And if we can limit the decline in gross margin to our mix, I expect that we'll be able to grow our operating margin year-over-year, which would get you more than that 20% incrementals and would get you, I think, solid into the 2025.
And I think that you saw a continued stabilization of our year-over-year growth rate.
And revenue was up 25% year-over-year but about $125 million less than our previous expectations.
And so I certainly like where we are relative to the revenue, strong growth this year, guidance around 30% year-over-year growth.
And so the comps get much easier when you get out to like Q3 and so I think we'll be having positive year-over-year comps when you get out to Q3 and Q4.
And so, what we're seeing this year is certainly that year-over-year compare.
And then beyond that, we have had a reduction in AP1000 year-over-year.