One Man’s Food Is Another Man’s Poison

Netflix, by contrast, is in the compounding phase of its business model. Content spending of roughly $17 billion per year is ...
Nasdaq

With ROIC at 19-Year Highs, Is CCL Entering a New Profitability Cycle?

Carnival Corporation & plc’s CCL latestearnings callhighlights a potential inflection point in its long-term profitability. Management reported return on invested capital (“ROIC”) above 13% in fiscal ...
Seeking Alpha

Notes: AI Bubble? Refining The Forward ROIC

In this follow-on to our AI Bubble note, we refine the forward-looking Return on Invested Capital (ROIC) framework introduced earlier. The scope is narrowed to the three core hyperscalers — Microsoft, ...
Nasdaq

CCL's ROIC Climbs to 13%: Is a New Profitability Cycle Taking Shape?

Carnival Corporation & plc CCL is entering its next stage of operational recovery with a meaningfully stronger return profile, highlighted by return on invested capital (ROIC) reaching 13% in the ...