SAN Earnings Prediction
The chart below shows how SAN performed 10 days before and after its earnings report, based on data from the past quarters. Typically, SAN sees a -4.59% change in stock price 10 days leading up to the earnings, and a +0.01% change 10 days following the report. On the earnings day itself, the stock moves by +0.72%. This data can give you a slight idea of what to expect for the next quarter's release.
SAN Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
17.32B
9.54%
4.78%
Gross Margin
--
--
--
Operating Margin
34.57%
25.12%
-7.37%
Net Margin
21.93%
0.78%
-8.05%
EPS
0.22
10.00%
-4.35%
No Data Available
SAN Earnings Analysis
Banco Santander S.A. Corporation (SAN.N) Earnings Conference Call
Positive
Q4 Sales Growth Surge: Double digit sales growth of 10.3% in Q4 2024, marking the third consecutive quarter of double digit growth, driven by new product launches and Dupixent.
Dupixent Sales Surge: Dupixent sales exceeded €13 billion for the year, achieving a 16% growth in Q4, supported by strong prescription trends across all geographies.
Record Vaccine Sales Growth: Vaccines business achieved a record sales milestone of over €8 billion in 2024, reflecting a 13.5% increase, driven by the success of BayFortis.
Pediatric Immunization Success: BayFortis reached close to €1.7 billion in sales during its first full year, demonstrating unprecedented success in pediatric immunization and significant impact on hospitalization rates.
Share Buyback and Dividend Increase: Sanofi plans a €5 billion share buyback program in 2025, alongside a proposed dividend of €3.92 per share, marking the 30th consecutive year of dividend increases, reflecting strong shareholder return commitments.
Negative
Gross Margin Decline: Gross margin decreased to 74.3% in Q4 2024, down from the previous year, primarily due to the absence of COVID revenues, indicating a negative impact on profitability.
R&D Expense Increase: R&D expenses increased by 14.6% at constant exchange rates to €7,400,000,000, reflecting a significant rise in costs that could pressure future earnings.
Free Cash Flow Decline: Free cash flow was adversely affected by three one-off items totaling €3,300,000,000, resulting in a closing free cash flow of only €6,000,000,000, which is below historical levels.
Revenue Decline Outlook: The anticipated €250,000,000 reduction in sales from portfolio simplifications in 2025 indicates a negative outlook for revenue growth in the near term.
Tax Rate Impact on Earnings: The effective tax rate increased due to the OECD Pillar 2 implementation, which could further strain net income and earnings per share in the upcoming periods.
SAN FAQs
How does SAN typically perform around its earnings report dates?
Is Banco Santander S.A. (SAN) Q4 2024 Earnings Call Summary positive or negative?
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SAN Earning Call Sentiment
Earnings call transcript: Sanofi Q4 2024 sees strong growth in sales, EPS
SAN.N
-0.15%Positive
Sanofi's earnings call highlights strong financial performance with a 10.3% increase in net sales and a 4.1% rise in EPS, despite some margin compression. The company announced a significant share buyback and a 30th consecutive year of dividend increase, which are positive signals for shareholders. While there are concerns about potential tariffs and increased R&D expenses, these are mitigated by the company's strategic investments and strong market position. The Q&A session did not reveal any major negative surprises, supporting a positive outlook for the stock.
