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BMY Earning Date, Transcript Summary & Report

Bristol-Myers Squibb Co
$
44.490
-2.100(-4.510%)

BMY Earnings Prediction

The chart below shows how BMY performed 10 days before and after its earnings report, based on data from the past quarters. Typically, BMY sees a +1.64% change in stock price 10 days leading up to the earnings, and a -1.09% change 10 days following the report. On the earnings day itself, the stock moves by -0.37%. This data can give you a slight idea of what to expect for the next quarter's release.

BMY Key Earning Data

2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
11.20B
-5.60%
-9.24%
Gross Margin
65.65%
18.05%
8.94%
Operating Margin
36.30%
59.84%
47.74%
Net Margin
21.98%
121.90%
3445.16%
EPS
1.20
120.37%
2900.00%
No Data Available

BMY Earnings Analysis

Bristol-Myers Squibb Co Corporation (BMY.N) Earnings Conference Call

Positive

  • Earnings Per Share Beat: Bristol-Myers Squibb Company reported an EPS of $1.8, exceeding expectations of $1.49, indicating strong financial performance.

  • Strong Q1 Performance: The company highlighted solid execution across the business, contributing to a strong Q1 performance.

  • Growth Portfolio Focus: Bristol-Myers Squibb is focused on maximizing its growth portfolio, which is a positive indicator for future revenue generation.

  • R&D Pipeline Acceleration: The company is accelerating its R&D pipeline, which is crucial for long-term growth and innovation.

  • Operational Efficiency Focus: Operational excellence is a key focus area, suggesting improved efficiency and effectiveness in operations.

  • Capital Allocation Strategy: Strategic capital allocation is being prioritized, which can enhance financial stability and growth opportunities.

  • Sustainable Growth Strategy: The transition of the portfolio is underway to deliver long-term sustainable growth, indicating a proactive approach to business strategy.

Negative

  • Revenue Decline Challenges: Bristol-Myers Squibb's revenue growth was impacted by a decline in sales for key products, indicating potential challenges in maintaining market share.

  • Oncology Sector Competition: The company faced increased competition in the oncology sector, which could affect future sales and profitability.

  • Increased R&D Investment Risks: R&D expenses rose significantly, suggesting higher investment without guaranteed returns, which may strain financial resources.

  • Earnings Growth Sustainability Concerns: There were concerns about the sustainability of earnings growth, as the company relies heavily on a few blockbuster drugs.

  • Regulatory Hurdles Impacting Revenue: The company acknowledged potential regulatory hurdles that could delay product launches and impact revenue projections.

Key Financial Performance iconKey Financial Performance
Operating Highlights iconOperating Highlights
Risks or Challenges iconRisks or Challenges
Strategic Initiatives & Outlook iconStrategic Initiatives & Outlook
Shareholder Return Plan iconShareholder Return Plan

BMY FAQs

How does BMY typically perform around its earnings report dates?

BMY's stock performance around earnings reports can vary, but historical data shows specific patterns, such as a +1.64% change leading up to the report and a -1.09% change in the 10 days following the release.

Is Bristol-Myers Squibb Co (BMY) Q1 2025 Earnings Call Summary positive or negative?

How can historical earnings data help predict future stock performance?

BMY Earnings Deck

Bristol-Myers Squibb Company (NYSE:BMY) Q1 2025 Earnings Call Transcript

BMY Earning Call Sentiment

Bristol-Myers Squibb Company (NYSE:BMY) Q1 2025 Earnings Call Transcript

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BMY.N

-4.51%
Positive
The earnings call indicates strong financial performance with an EPS beat ($1.8 vs. $1.49 expected) and a $1 billion share repurchase program, both positive signals for the stock. Despite some regulatory and competitive risks, the strategic priorities and ongoing R&D pipeline suggest a solid growth trajectory. The Q&A highlights confidence in market position and business development, although some management responses were vague. Overall, the positive financial metrics and shareholder return strategy outweigh the risks, suggesting a positive stock price movement.