All Work

Joel South

Bullish (BLSH) First Ever Quarterly Earnings: What To Watch

Live Updates My Reaction 5:12pm ET Metric Pre Q2 Consensus Post Q2 Guide Sentiment Q3 Adjusted Revenue ~$60M $69–76M Bullish Q3 Adjusted EBITDA ~$12M $25–28M Bullish FY25 EPS –$0.05 Path to positive in Q3…

Joel South · 1 year ago

Could Cracker Barrel Move Higher After Earnings?

Live Updates 4:17pm ETThe top-line beat wasn’t enough to offset a guidance reset that implies steep EBITDA compression. The market’s –7% after-hours reaction reflects skepticism on the turnaround plan and concern about rising cost…

Joel South · 1 year ago

Live: Will Adobe Beat Earnings Tonight

Live Updates My Take On The Quarter 4:32pm ETConsensus Pre-Earnings: Rev $5.92B | EPS $5.18Actuals: Rev $5.99B | EPS $5.31 Takeaway Bullets: Bullish: Broad-based beat, raised FY25 outlook, AI ARR well ahead of goal.…

Joel South · 1 year ago

Live: Complete Coverage of RH Earnings

Live Updates My Take 4:36pm ETConsensus Pre-Earnings: Rev: $905M | EPS: $3.22 Actuals: Rev: $899M | EPS: $2.93 Takeaway Bullets: Bearish: Topline and EPS misses; tariff costs trim near-term margins and push revenue into…

Joel South · 1 year ago