Live Updates Reaction to Earnings 4:30pm ETPost-Earnings Move: 🔻-7.95% What Happened: Beat every major metric: EPS $2.59 vs. $0.91 est, revenue $2.44B vs. $1.72B est, gross margin record 37.9%. Guidance for Q1: $2.50B ±…
Live Updates Earnings Call Pull Quotes 4:47pm ET “Room nights, gross bookings and revenue all exceeded our prior expectations.” — CEO Glenn Fogel Sets the tone that this was a beat across the board.…
Live Updates Earnings Call Shortly 4:40pm ETMARA earnings call is set to commence at 5 PM EDT. First Reaction 4:29pm ETPost-Earnings Move: +4.83% What Happened: Revenue soared 64% YoY to $238M, crushing the $137.6M…
Live Updates Tuesday Wrap-up4:09pm ETThe Vanguard S&P 500 ETF closed at 583.93 Tuesday, down 0.3%. UPS Goes Down12:51pm ETReturning to our S&P 500 roundup, UPS (NYSE: UPS | UPS Price Prediction) shares are getting…
Live Updates Conference call highlights from CEO10:24am ET “We now expect adjusted earnings per share to grow 31% year-over-year.” This is the headline revision: RCL is raising full-year EPS guidance after a second straight…
Live Updates Investment Shifts: Portfolio Sales Paused, AI and Optum Insight Prioritized (conference call)10:31am ET “We’ve halted portfolio divestitures to focus on maximizing internal performance first.” – Robert Hunter “We’re infusing AI into forecasting,…
Live Updates Q&A Highlights 10:29am ETMargin Expansion Coming — But H2 FCF Still Soft “We’re on track for $5B+ in free cash flow this year… but Q2 was impacted by working capital.” – Jamie…
Live Updates Retail Recovery in Motion4:14pm ETDespite fewer customers and orders, larger baskets and better monetization per customer helped offset topline attrition — a signal that BYON’s SKU rationalization is working. Metric Q2 2025…
Live Updates CEO on Conference Call 5:06pm ETUpdates from CEO Irwin Simon on tonight’s call: International Cannabis Growth Tilray’s international cannabis business delivered $22.4 million in Q4 revenue, up 71% year-over-year. In Germany, Q4…
Live Updates Monday Wrap-up4:03pm ETThe Vanguard S&P 500 ETF closed at 585.46 Monday, down 0.02%. Firefly Lights Up the IPO Market11:31am ETSpace company Firefly Aerospace just announced it will sell 16.2 million shares at…
Live Updates Friday Wrap-up4:09pm ETThe Vanguard S&P 500 ETF closed Friday at 585.55, up 0.4% for the day and 1.5% for the week. Bullish on Southwest -- Or Was That Bearish?11:58am ETExpanding its coverage…
Live Updates Margins & Cost Pressure4:12pm ET GAAP gross margin dropped to 27.5% (from 35.4%). Non-GAAP margin fell to 29.7%, impacted by $800M in impairments and one-time costs. Despite aggressive cost-cutting, structural profitability remains…
Live Updates Inventory & Buybacks4:14pm ET Inventories rose to $849.4M (up from $753.3M YoY) — a potential flag to watch but not concerning given sales momentum. Deckers repurchased 1.7 million shares for $183M, with…
Live Updates Cloud Growth 12:05pm ETCloud is now firmly in reacceleration mode. Revenue up 32% year-over-year to $13.6B is strong on its own, but what stood out to me is the operating margin jumping…
Live Updates Segment Highlights10:48am ETPackaging & Specialty Plastics Sales: $5.03B (▼9% YoY) Op. EBIT: $71M (▼$632M YoY) Issues: April tariff chaos sank prices by $0.03/lb; Poly-7 ramp cut merchant ethylene sales Outlook: Margin and…
Live Updates Thursday Wrap-up4:09pm ETThe Vanguard S&P 500 ETF closed at 583.20 Thursday, up less than 0.1%. Tractor Supply Revs -- Gently11:59am ETIn continued earnings news, suburban farmer favorite Tractor Supply (Nasdaq: TSCO | UNP…
Live Updates On the second OEM deal5:20pm ET So the second deal which is announced after the expanded PowerCo agreement is that we have signed a JDA with a global auto major OEM. Here,…
Live Updates Shares Are Now Green 4:59pm ETEric BleekerShares of Tesla are now green. While growth rates last quarter were poor, that was expected by Wall Street headed into today’s earnings. The company announcing…
Live Updates Marina Bay Sands and Macao 4:37pm ETMBS was the standout story of Q2, delivering: $1.39B in revenue (+37% YoY) $768M in property EBITDA, with margin expanding to 55.3% Rolling chip volume of…
Live Updates Restaurant Margins 5:05pm ETMargins compressed across key inputs: Restaurant-level margin fell to 27.4%, down 150 bps YoY Food costs improved to 28.9% of sales (vs. 29.4% last year), benefiting from prior pricing…
