Today's Earnings Calls Pulse
Synopsys posts record FY2025 revenue and secures $2B Nvidia investment
Synopsys reported FY2025 revenue of $7.05 billion, up 15% year‑over‑year, and a backlog of $11.4 billion. Q4 revenue hit $2.25 billion, beating guidance, while non‑GAAP operating margin rose to 37.3% and EPS exceeded forecasts. The company also announced a $2 billion strategic equity investment from Nvidia and plans to prepay $2.55 billion of obligations.
Airbus Reports Full-Year (FY) 2025 Results
Airbus announced FY2025 results, delivering 793 commercial jets and generating €73.4 billion in revenue, a 6% year‑on‑year increase. Adjusted EBIT rose 33% to €7.1 billion, while net income grew 23% to €5.2 billion and EPS to €6.61. The order backlog hit a record 8,754 aircraft and total order intake climbed 19% to €123.3 billion. Airbus proposed a €3.20 per‑share dividend and set 2026 guidance for 870 deliveries and €7.5 billion adjusted EBIT.
CHS Could Slow Pace of Divestitures as It Makes Progress Paying Debt
Community Health Systems (CHS) announced it will decelerate its aggressive divestiture program as it focuses on strengthening core markets. The for‑profit hospital chain has cut its debt leverage to 6.6× in 2025, down from 7.4× the year before, and boosted...
AI Becomes Mandatory Backbone of Enterprise Customer Service
Customer service is where artificial intelligence has officially moved past the hype. @NICEComms recently reported their full-year 2025 financial results, and the numbers point to a clear structural shift in enterprise adoption. Their AI annual recurring revenue grew 66% year over...
Nintendo's Q4: Hardware Leads, Moat Questioned
In your inboxes this morning Nintendo: Are We Doing This Again? $NTDOY - No Wall Street handholding (holiday quarter results) - Hardware sales, then software sales, then profits - What about memory chips? - Is there still an emerging moat? - My investment decision https://t.co/6BIv63lDlJ
Megaport Sees Record Revenue in First Half FY26
Megaport reported a record first‑half FY26, with revenue rising 26 percent to $134.9 million and annual recurring revenue climbing 49 percent to $338 million. EBITDA increased 28 percent to $35.3 million, but post‑tax profit fell to a $19.1 million loss due to $15.8 million acquisition costs. The company...
Texas Roadhouse Gets a Pass From Wall Street. What's Next Might Be Out of Its Control
Texas Roadhouse reported Q4 2025 revenue of $1.48 billion and EPS of $1.28, both missing Wall Street expectations. Comparable restaurant sales rose 4.2% for the quarter but accelerated to 8.2% in the first seven weeks of 2026, indicating resilient demand. The...
Anglogold Ashanti PLC (AU) Q4 2025 Earnings Call Transcript
Centerra Gold reported nearly $100 million of free cash flow in the quarter, driven by strong production at Öksüt and elevated metal prices. Gold output reached almost 82,000 ounces and copper 13.4 million pounds, while all‑in sustaining costs rose to $1,652 per...
PPL Corp (PPL) Q4 2025 Earnings Call Transcript
PPL Corp reported fourth‑quarter 2025 earnings with ongoing EPS of $1.81 per share, a 7.1% year‑over‑year increase that hit the midpoint of its guidance. The utility raised its quarterly dividend to $0.285 and reaffirmed a 4‑6% dividend growth target while...
DNOW Inc (DNOW) Q4 2025 Earnings Call Transcript
DNOW completed its merger with MRC Global on November 6, creating a larger, diversified distributor platform. Full‑year 2025 revenue rose 19% to $2.8 billion, and fourth‑quarter adjusted EBITDA reached $61 million, reflecting a 6.4% margin. The integration added $388 million of stub‑period revenue and...
Harmonic Wraps Up 2025
Harmonic reported record quarterly broadband bookings of $346.9 million in Q4 2025, driving total net revenue to $157.3 million. Continuing operations generated $98.2 million in revenue and a modest $2 million net income. The company deployed its cOS broadband platform to 146 commercial customers, covering...
Oil States International Inc (OIS) Q4 2025 Earnings Call Transcript
Oil States International reported fourth‑quarter 2025 revenue of $178 million, up 8% sequentially and year‑over‑year, as offshore and international operations drove growth. Adjusted consolidated EBITDA rose 9% to $23 million, hitting the top of management’s guidance range. Cash flow from operations surged...
Array Digital Infrastructure Inc (AD) Q4 2025 Earnings Call Transcript
Array Digital Infrastructure closed a $1.018 billion AT&T spectrum sale in January 2026, triggering a $726 million special dividend and enabling TDS Telecom to retire its final $150 million term loan. The company raised its long‑term fiber build target to 2.1 million service addresses...
Amicus Therapeutics Inc (FOLD) Q4 2025 Earnings Call Transcript
Amgen reported double‑digit revenue and earnings growth for 2025, driven by strong performance across its oncology, rare‑disease, biosimilar and general‑medicine portfolios. Fourteen products surpassed $1 billion in sales, with Repatha, Evenity and Tespire each posting over 30% year‑over‑year growth. The company...
Costamare Bulkers Holdings Ltd (CMDB) Q4 2025 Earnings Call Transcript
Safe Bulkers (CMDB) reported adjusted earnings of $0.14 per share for Q4 2025 and declared a $0.05 dividend. The company held $385 million in total liquidity, with $167 million cash and $218 million of undrawn revolving credit. Operating expenses rose 13% year‑over‑year to...
Telephone and Data Systems Inc (TDS) Q4 2025 Earnings Call Transcript
Telephone and Data Systems (TDS) closed a $1.018 billion spectrum sale to AT&T and repaid its remaining $150 million term loan, dramatically strengthening its balance sheet. The company repurchased $67 million of shares in Q4, bringing total buybacks to 2.8 million shares for 2025....
Lamar Advertising Co (LAMR) Q4 2025 Earnings Call Transcript
Lamar Advertising reported Q4 2025 acquisition‑adjusted revenue growth of over 4%, driven by a 6% surge in December and continued digital expansion. Adjusted EBITDA rose 3.7% to $288.9 million, lifting margin to 48.5%, while diluted AFFO per share reached $2.24 and...
AdvanSix Inc (ASIX) Q4 2025 Earnings Call Transcript
AdvanSix reported a strong finish to 2025, delivering $157 million of adjusted EBITDA and expanding its margin to 10.3%, up 90 basis points year‑over‑year. Q4 sales rose 9% to $360 million, driven by an 11% volume increase and modest pricing gains, while...
Cogent Communications Holdings Inc (CCOI) Q4 2025 Earnings Call Transcript
Cogent Communications reported Q4 2025 revenue of $200.1 million, a modest 0.6% sequential decline, while on‑net services grew 7.8% year‑over‑year and now represent 58% of total revenue. Off‑net revenue contracted 17.9% YoY, but the high‑margin Wavelength business surged 74% YoY, expanding to...
ESAB Corp (ESAB) Q4 2025 Earnings Call Transcript
Westinghouse Air Brake Technologies Corp reported Q4 2025 revenue of $2.97 billion, a 14.8% year‑over‑year increase, and adjusted EPS of $2.10, up 25%, while GAAP EPS fell 4.1% due to restructuring charges. The company expanded its multiyear backlog to $27 billion, up...
Bath & Body Works Inc (BBWI) Q4 2026 Earnings Call Transcript
Edgewell Personal Care closed its feminine‑care divestiture on Feb. 2, 2026 and reported Q1 2026 results on a continuing‑operations basis. Organic net sales slipped 0.5% overall, with North America posting a near‑1% increase driven by a 60% jump in Sun Care and solid...
The Closer – Doves Fly, Breadth Disconnect, Repo – 2/19/26
The latest Bespoke Institutional "Closer" highlights a shift in Federal Reserve rhetoric, suggesting a softer stance on monetary policy. It also points to a widening disconnect between market breadth and price performance, while flagging renewed stress in the repo market....
NVDA Earnings Preview: AI Revenue & Blackwell Demand
NVIDIA is set to report earnings on Feb 25, with analysts forecasting $65 billion in revenue and $1.51 earnings per share, reflecting over 70% year‑over‑year growth. The company’s data‑center segment, now $51.2 billion, surged 66% YoY, driven by soaring demand for Blackwell GPUs...
Earnings, Earnings, and (You Guessed It) More Earnings
In this episode, Tyler Crowe, Matt Frankel, and Jon Quast dissect the latest earnings reports from consumer giants like Walmart, Booking Holdings, Etsy, and eBay, highlighting mixed performance across sectors. They analyze eBay’s strategic acquisition of Etsy’s Depop platform and...
Live Nation 2025 Revenues Top $25B
Live Nation Entertainment posted a record $25 billion in 2025 revenue, a 9% increase over 2024. Quarterly earnings reached $6.3 billion, surpassing analysts’ $6.1 billion estimate. Concert sales climbed to $20.9 billion, while sponsorship revenue grew 11% to $1.33 billion, and the company reported a...
B.I.G. Tips – Earnings Triple Plays Recap: Q4 2025
The fourth quarter of 2025 saw 98 earnings triple plays across roughly 1,100 U.S. listed companies, a drop of 110 from the previous reporting period’s 208. A triple play occurs when a firm beats both earnings‑per‑share and revenue forecasts while...
Moncler Revenues Up 7% in Fourth Quarter on Strong Asia, Americas
Moncler reported a 7% rise in fourth‑quarter revenue at constant exchange rates, outpacing analyst forecasts, thanks to robust demand in Asia and the Americas. Full‑year revenue reached €3.13 billion, a 3% constant‑FX increase, while operating profit slipped marginally to €913.4 million. Founder...
Global Payments' Turnaround Gets Off on the Right Foot
Global Payments reported fourth‑quarter net revenue of $2.3 billion, a 6 % year‑over‑year increase, while net income fell to $217.5 million, missing consensus forecasts. The results sparked a 13 % surge in the stock as the company completed its Worldpay acquisition and announced a...
GXO Closes Out Record-Setting Revenue Year
GXO Logistics reported record revenue of $13.2 billion for 2025, a 13% increase year‑over‑year, with Q4 sales climbing 7.9% to $3.51 billion. Net income fell to $36 million for the full year, while quarterly profit was $43 million, reflecting higher investment in growth initiatives....
Q4 2025 Earnings Conference Call Recaps: Leidos (LDOS)
Leidos reported a robust 2025 despite a six‑week government shutdown, lifting adjusted EBITDA margins by 120 basis points to 14.1% and boosting non‑GAAP earnings per share 17%. The firm maintained a 1.3× book‑to‑bill ratio, with $7 billion of awards rolling into...
Q4 2025 Earnings Conference Call Recaps: Toll Brothers (TOL)
Toll Brothers reported Q1 2026 results that beat expectations, delivering $1.85 billion in revenue and a 25% year‑over‑year EPS increase to $2.19. Management highlighted modest gains in web traffic, foot traffic and deposits, while keeping buyer incentives flat at 8% of sales...
Sphere Entertainment’s Revenues Topped $1.2bn in 2025, up 8% YoY; Wizard Of Oz Has Generated $290M Since August Launch
Sphere Entertainment posted FY 2025 revenue of $1.22 billion, an 8% year‑over‑year increase, while narrowing its operating loss to $229.6 million. Adjusted operating profit surged 138% to $261.8 million, reflecting the impact of excluding depreciation, amortization and other non‑cash items. Q4 revenue jumped 28%...
Omnicom’s Lack of Surprises in Its 2025 Earnings Is Both a Good and Bad Thing
Omnicom reported 2025 revenue of $17.3 billion, a 10% increase helped by the final month of its IPG acquisition and favorable foreign‑exchange effects. Media & Advertising accounted for 58% of revenue and grew 15.7%, while adjusted operating margins held just above...
AI Could Boost ServiceNow, Not Just Threaten It
Is $NOW really at risk of AI disruption? $NOW is down ~52% from ATH. The bear case is simple: ~97% of revenue is seat-based. If AI reduces headcount, seat growth slows. But the real question is whether AI replaces ServiceNow… or makes...
Earnings Call Transcript: Deere & Company Q1 2026 Sees Strong Earnings Beat
Deere & Company posted a Q1 2026 earnings surprise, reporting EPS of $2.42 versus the $2.02 consensus and revenue of $9.61 billion, well above the $7.59 billion forecast. The equipment operations segment drove growth, delivering an 18% jump in net sales to $8.0 billion....
Earnings Call Transcript: Nutrien Q4 2025 Misses Forecasts, Stock Dips
Nutrien Ltd. reported Q4 2025 earnings that fell short of forecasts, posting EPS of $0.83 versus the expected $0.92 and revenue of $5.34 billion against a $5.38 billion outlook. The miss triggered a 0.87% pre‑market decline in the stock despite a 13% rise...
Booking vs Airbnb's 4Q'25, Booking's Response to Existential Question
Booking Holdings reported a 12% year‑over‑year revenue increase in Q4 2025, reaching $4.3 billion, while Airbnb posted a 9% rise to $2.1 billion. Both companies saw higher gross booking value, but Booking’s net profit margin grew to 8.5% versus Airbnb’s 6.2%. Occupancy rates...
GomSpace Achieves Record Q4 Performance and Profitable Full-Year 2025 Growth
GomSpace Group AB reported record fourth‑quarter revenue of 145.6 million SEK, a 75% year‑over‑year jump, and delivered its first full‑year of profitable growth in 2025. Total 2025 revenue rose 72% to 441.8 million SEK, while adjusted EBITDA reached 17.5 million SEK and EBIT turned positive at...
Centrica Earnings: In Line With Expectations, Share Buyback Pause Disappoints
Centrica reported a 41% plunge in 2025 earnings per share to GBX 11, matching FactSet consensus. After completing a £2 billion share‑buyback programme, the company announced a pause to the scheme. Soft 2026 guidance, driven by weaker gas and power trading, pushed...
Rising Car Prices Spur New‑Used Gap, Boosting Used Market
Interesting commentary from Sonic Automotive on their call and the affordability issues that are still here and possibly about to rise again: “And look, January was a hell of a month. Without the snowstorms, it would have been a magnificent month....
Walmart CEO: Tariffs Gone, Wages Drive Pricing
"If you refer to those Walmart earnings. The CEO saying that tariffs are no longer an issue when it comes to pricing, but rather wages and income…" https://t.co/0OABeT0az6 #federalreserve #powell #dimartinobooth #kevinwarsh #economy #schwab https://t.co/VX4my3zpe8
Lemonade Books Q4 Net Loss of $21.7M as Customer Count Grows
Lemonade reported a Q4 2025 net loss of $21.7 million, an improvement from the $30 million loss a year earlier. Revenue surged 53% and gross profit rose 73% year‑over‑year, while operating expenses climbed 13% to $141.2 million as the company invested in customer acquisition....
BAE Systems Shares Are Up 23% in 2026. Is This FTSE 100 Defense Stock a Buy?
BAE Systems posted an 8% revenue rise and a 9% jump in operating profit for 2025, expanding its order book by £2.7 bn versus 2024. The company lifted its dividend 10% to 36p per share, while its stock surged 23% year‑to‑date,...
Neptune’s Total Revenues Grew 39% to $43.8m in Q4’25
Neptune Insurance Holdings reported Q4 2025 revenue of $43.8 million, a 39% jump from the prior year, driven by a 41% rise in written premium to $100.3 million. Net income fell 63% to $4.3 million, largely because of $4.6 million in IPO‑related costs, while adjusted...
Fiverr Shifts Focus to High-End Work as AI Transforms the Gig Economy: 2025 Results and 2026 Outlook
Fiverr reported a 10% revenue increase to $430.9 million in 2025 and achieved a record adjusted EBITDA margin of 21.3%, underscoring strong profitability. The company deliberately shed 14% of its active buyers while average spend per buyer rose 13.3% to $342,...
PWR Posts EPS Beat, Backlog Hits All‑Time High
$PWR: more evidence of the DC+Grid+Power theme - EPS beat/raise with Year-End Remaining Performance Obligations of $23.76B and Total Backlog of $43.98B. Year-End Electric Infrastructure Solutions Segment RPO and Total Backlog Reach All-Time Highs.
Walmart Automation Slashes Labor Costs, Boosts Productivity
Automation efforts are cutting down labor costs, increasing productivity and improving delivery speeds @Walmart per its earnings call. @DowJones
Veradigm Cut 15% of Its Workforce in 2025
Veradigm announced a 15% workforce reduction in 2025, closed three offices and plans two more closures, and will discontinue six low‑revenue products as part of a broader turnaround. The health‑IT firm is also focused on updating its financial filings after...
Are Target’s Store Investments Enough to Turn Its Experience Around?
Target’s new CEO Michael Fiddelke is prioritizing customer experience by adding store labor hours and launching a universal training program, while cutting about 500 district and supply‑chain roles. The initiative aims to fix in‑store pain points such as low in‑stock...
Doordash Stock Climbs 14%, Reversing Plunge After Earnings and Revenue Miss
DoorDash reported Q4 revenue of $3.96 billion, up 38% YoY, but earnings per share fell short at $0.48 versus the $0.59 consensus. Total orders rose 32% to 903 million, and marketplace gross order value jumped 39%. The miss triggered a 10% drop...
Klarna Delivers $1bn Quarter but Shareholder Returns Take Beating
Klarna posted a record fourth‑quarter revenue of just under $1 billion, a 38% year‑on‑year rise, while gross merchandise volume hit $38.7 billion, up 32%. Active customers grew to 118 million, and the firm continued its push to become a full‑service bank. Despite the...