Live Updates Final Reaction 4:41pm ET Period EPS Estimate EPS Actual Revenue Estimate Revenue Actual Q2 25 $0.94 $1.03 ✅ $3.029B $3.096B ✅ 🟢 Sentiment: Solid — not dramatic, but enough to reinforce long-term…
Live Updates Final Reaction 4:43pm ET Metric Pre Post Signal Capex $1.75B $1.2B 📉 Bearish Margin –30% –32% 📉 Bearish What is holding the stock back after earnings. Takeaway Sentiment Beat on both lines…
Live Updates Super Bull Eric Jackson on OPEN Earnings 4:33pm ET Not a lot of content in the release for OPEN. They beat after hinting they would. Biggest positive is they guided to basically…
Live Updates Final Reaction 4:42pm ET Metric Pre Post Signal FY25 Rev $1.01B $1.055B 📈 Bullish Margin 58% 58% ⚖️ Neutral What is holding the stock back after earnings mainly rests on the following:…
Live Updates What Changed This Past Quarter 4:26pm ET Metric Q2 2025 YoY Change Deliveries 13,790 +9% Revenue $1.45B +33% Gross Margin –32% Improving Net Loss –$1.19B Narrowed Strong top-line beat Capex cut by…
Live Updates Astera's Call Has Finished 6:20pm ETAstera’s call has finished, here are some highlights: Analysts probed upcoming product cycles, and management hinted at extending TAM into intelligent memory, network connectivity, and AI-specific custom…
Live Updates Conference Call Is Over 6:10pm ETApple’s conference call has ended and shares are up 3%. Overall, the company did a lot tonight to push the narrative they’ll be aggressive to catch up…
Live Updates Amazon's Conference Call Has Ended - Shares Now Down 7% 6:03pm ETIt’s an absolute bloodbath for Amazon after hours. Shares are down 7%. Overall, Amazon’s advertising and ecommerce businesses look solid. Yet,…
Live Updates Roku (ROKU) +2.13%4:45pm ETRoku executed cleanly, but the modest stock move reflects already high expectations. Free cash flow, platform margin expansion, and a solid Q3 guide reaffirm the recovery story. The question…
Live Updates Management commentary 4:40pm ETMSTR’s CEO Phong Le struck a very bullish tone on the company’s Q2 results, noting “In the second quarter and into July, Strategy delivered another period of exceptional execution…
Live Updates Coinbase (COIN) –3.66%4:46pm ETA billion-dollar profit and 60% EBITDA margins weren’t enough. Flat MTUs and soft subscription momentum disappointed investors looking for a reacceleration story. Coinbase remains a high-margin crypto utility —…
Live Updates Reddit (RDDT) +19.37%4:46pm ETReddit proved it’s more than just user growth — it’s a global monetization engine. With 84% ad revenue growth, soaring ARPU, and EBITDA margins above 30%, this quarter was…
Live Updates Quotes from the Call 5:21pm ETEric Bleeker “We are looking deeply at the possibilities of moving beyond our current platform to additional subsystems, chiplets or possibly full solutions… Arm is in a…
Live Updates Quotes from the Call 5:18pm ETEric Bleeker“We believe the CoreWeave lease marks a defining moment for Polaris Forge 1 and validates our vision to build AI factories at hyperscale.” – Wes Cummins,…
Live Updates My take on earnings 4:55pm ETPost-Earnings Move: 🟢 +8.81% What Happened:Results were in line, but the real story was the strategic update: driverless operations now run 24/7, the Phoenix terminal is live,…
Live Updates Final notes on earnings 4:57pm ETPost-Earnings Move: 🟢 +9.71% What Happened:Revenue ($2.73B) and EPS ($1.37) topped estimates, with GMV growing 6% and ad revenue jumping 19% YoY. Guidance for Q3 was in-line.…
Live Updates Final notes on tonight's earnings 4:55pm ETPost-Earnings Move: 🟢 +1.82% What Happened:Slight miss on revenue ($161.5M vs. $162.1M) and EPS (-$0.17 vs. -$0.15 est), but gross margin held near 34%, and Pro…
Live Updates Final Reaction to Tonight's Earnings 4:54pm ETPost-Earnings Move: 🟢 +2.73% What Happened:Beat across the board: revenue ($5.17B), EPS ($1.33), and margin (50.3%). Q1 guidance also came in above consensus on both revenue…
Live Updates Final take on tonight's earnings 5:26pm ETPost-Earnings Move: 🟢 +6.48% What Happened:Revenue of $157.4M beat by ~7% and EPS of $0.92 more than doubled the $0.43 consensus. Net income jumped +186% YoY,…
Live Updates Final Reaction to tonight's earnings 4:52pm ETPost-Earnings Move: 🔻 -4.32% What Happened:Revenue ($50.2B) and adjusted EPS ($0.37) beat, but GAAP net income swung to a loss on one-time EV and warranty charges.…
