Live Updates Conference Call Highlights 5:19pm ETHere are some of the key areas of focus from BigBear’s conference call. This transcript snippet is thanks to Capital IQ, a division of S&P. I’ve bolded the…
Live Updates My Reaction 4:27pm ETArcher’s story hinges on first-mover advantage in urban air mobility and dual-use (civil/defense) commercialization. This quarter proved manufacturing scale, but the stock’s reaction suggests market fatigue with “pre-commercial optimism.”…
Live Updates Monday Wrap-up4:32pm ETThe Vanguard S&P 500 ETF closed at 584.54 Monday, down 0.2%. Adobe Cracks12:40pm ETIn less happy news, Melius analyst Ben Reitzes downgraded Adobe (Nasdaq: ADBE | ADBE Price Prediction) stock to…
Live Updates Friday Wrap-up4:20pm ETThe Vanguard S&P 500 ETF closed at 585.87 Friday, up 0.8% for the day and up 2.5% for the week. American Axle Revolves Higher2:47pm ETIn even more earnings news, auto…
Live Updates What Changed This Quarter4:42pm ET Missed EPS and revenue consensus despite strong YoY growth. 800G product line saw major hyperscaler qualification for Taiwan factory. On track for 100K unit/month 800G production capacity…
Live Updates Final Reactions4:44pm ET Metric Pre-Earnings Post-Q2 (Implied) FY25 EPS (Adj.) $2.74 ~$2.48–2.52 est. FY25 Revenue $25.13B ~$25B (flat) Sentiment Summary Top-line and gross profit beat across key segments. Cash App Borrow and…
Live Updates Final Reactions4:40pm ET Prior FY25 Est. Post-Q2 Guide/Implied Revenue $2.86B >$2.87B+ EPS (Non-GAAP) $1.78 Likely unchanged Sentiment Summary Severe selloff despite headline beats points to guidance disappointment or margin skepticism. Kokai innovation…
Live Updates Final Reactions4:45pm ET Prior FY25 Estimate Post-Q2 Implied FY25 Revenue $159.6M $160M–$178M FY25 EPS (Non-GAAP) –$0.16 Likely better Sentiment Summary Revenue beat + guidance raise drove the stock higher. Cross-vertical expansion confirms…
Live Updates Final Reactions4:47pm ET Pre-Q2 Consensus Post-Q2 Implied FY25 Revenue $577.4M ~$580M+ FY25 EPS (GAAP) –$0.24 Trending below Sentiment Summary Revenue and gross margin beat expectations. EPS and EBITDA loss significantly wider than…
Live Updates Thursday Wrap-up4:01pm ETThe Vanguard S&P 500 ETF closed at 581.18 Thursday, down 0.1%. Firefly Takes Wing12:27pm ETSpace company Firefly Aerospace (Nasdaq: FLY) rang in the opening bell on the Nasdaq this morning,…
Live Updates Final Reactions4:39pm ETWall Street unsure what to make of this quarter. After a sharp price drop, shares have bounced around a bit closer to even. 🟡 Sentiment: Mixed — commercial traction rising,…
Live Updates Limited Live Updates Moving Forward5:05pm ETWe will be listening in to Foritnet’s conference call so posts will be limited. If you leave this tab open a new post should automatically post later…
Live Updates Final Reactions4:42pm ET Period EPS Estimate EPS Actual Revenue Estimate Revenue Actual Q2 25 $0.41 $0.38 ❌ $1.43B $1.513B ✅ 🟢 Sentiment: Positive — product strength, hold discipline, and EBITDA record drive…
Live Updates Final Reactions 4:40pm ETStrong quarter and Wall Street is rewarding the stock so far after-hours. Period EPS Estimate EPS Actual Revenue Estimate Revenue Actual Q2 25 $1.29 $0.91 ❌ $240.78M $252.3M ✅…
Live Updates Five Conference Call Quotes That Caught Our Attention Tonight 6:51pm ET “We are confident we can sustain 20 % – 30 % year-over-year growth driven by just gaming.” — Adam Foroughi, CEO…
Live Updates Final Reaction 4:43pm ETAfter a drastic drop immediatly after earnings, JOBY has been gaining momentum and only down 3.12% now. However, the quarter didn’t inspire any confidence for a stock that has…
Live Updates Wednesday Wrap-up4:17pm ETThe Vanguard S&P 500 ETF closed at 581.64 Wednesday, up 0.7%. No Strength in Unity12:09pm ETIn (even more) earnings news, Unity Software (NYSE: U | FOX Price Prediction), which makes software…
Live Updates Sovereign Data Centers to Boost Gross Margins?6:09pm ETOn Super Micro’s conference call the company expressed optimism that sovereign AI deals (countries building large projects to ensure domestic capabilities) would begin scaling next…
Live Updates Wall Street Keeps Pushing for More Guidance on the Ramp of New Data Center Products 6:02pm ETWall Street kept pushing for AMD to give a more specific number on the data center…
Live Updates Key Themes From Today's Conference Call 6:30pm ET AI-driven networking boom – back-end and front-end.Analysts repeatedly asked how AI build-outs translate into revenue, differentiation and TAM. Management raised 2025 growth guidance from…
