Core Viewpoint - Harmonic (HLIT) reported quarterly earnings of $0.06 per share, missing the Zacks Consensus Estimate of $0.10 per share, and showing a significant decline from $0.45 per share a year ago, indicating an earnings surprise of -40.00% [1] Financial Performance - The company posted revenues of $98.24 million for the quarter ended December 2025, which was 30.87% below the Zacks Consensus Estimate and a decrease from $222.17 million in the same quarter last year [2] - Over the last four quarters, Harmonic has surpassed consensus EPS estimates three times and topped consensus revenue estimates three times as well [2] Stock Performance - Harmonic shares have increased approximately 6.8% since the beginning of the year, outperforming the S&P 500, which gained 0.5% [3] Future Outlook - The company's earnings outlook is crucial for investors, with current consensus EPS estimates at $0.10 for the upcoming quarter and $0.71 for the current fiscal year, with revenues expected to be $142.75 million and $674.35 million respectively [7] - The Zacks Rank for Harmonic is currently 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The Communication - Components industry, to which Harmonic belongs, is currently ranked in the top 28% of over 250 Zacks industries, suggesting a favorable environment for stock performance [8]

Core Insights - RingCentral (RNG) reported quarterly earnings of $1.18 per share, exceeding the Zacks Consensus Estimate of $1.14 per share, and up from $0.98 per share a year ago [1] - The company achieved a revenue of $644.03 million for the quarter, surpassing the Zacks Consensus Estimate by 0.27%, compared to $614.51 million in the same quarter last year [3] Earnings Performance - The earnings surprise for the quarter was +3.69%, and the company has surpassed consensus EPS estimates in all four of the last quarters [2] - RingCentral's shares have increased by approximately 2.4% since the beginning of the year, outperforming the S&P 500's gain of 0.5% [4] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $1.07 on revenues of $639.58 million, and for the current fiscal year, it is $4.69 on revenues of $2.62 billion [8] - The estimate revisions trend for RingCentral was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [7] Industry Context - The Internet - Software and Services industry, to which RingCentral belongs, is currently ranked in the bottom 43% of over 250 Zacks industries, suggesting potential challenges ahead [9] - Comparatively, Globant (GLOB), another company in the same industry, is expected to report a year-over-year earnings decline of 12% in its upcoming results [10]

分组1 - Weave Communications, Inc. reported quarterly earnings of $0.03 per share, matching the Zacks Consensus Estimate, with an earnings surprise of -9.91% compared to the previous year [1] - The company posted revenues of $63.4 million for the quarter ended December 2025, exceeding the Zacks Consensus Estimate by 0.52%, and showing an increase from $54.17 million year-over-year [2] - Weave Communications has surpassed consensus revenue estimates four times over the last four quarters [2] 分组2 - The stock has underperformed, losing about 24.6% since the beginning of the year, while the S&P 500 has gained 0.5% [3] - The current consensus EPS estimate for the coming quarter is $0.02 on revenues of $64.67 million, and for the current fiscal year, it is $0.12 on revenues of $274.83 million [7] - The Internet - Software industry is currently ranked in the top 36% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]

分组1 - Alarm.com Holdings (ALRM) reported quarterly earnings of $0.72 per share, exceeding the Zacks Consensus Estimate of $0.66 per share, and showing an increase from $0.58 per share a year ago, resulting in an earnings surprise of +9.09% [1] - The company achieved revenues of $261.66 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 4.33%, and up from $242.24 million year-over-year [2] - Alarm.com has consistently surpassed consensus EPS estimates for the last four quarters, indicating strong performance [2] 分组2 - The stock has underperformed the market, losing about 11.4% since the beginning of the year, while the S&P 500 has gained 0.5% [3] - The current consensus EPS estimate for the upcoming quarter is $0.58 on revenues of $246.8 million, and for the current fiscal year, it is $2.64 on revenues of $1.04 billion [7] - The Security and Safety Services industry, to which Alarm.com belongs, is currently ranked in the top 36% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]

Core Viewpoint - Tandem Diabetes Care, Inc. reported a quarterly loss of $0.01 per share, outperforming the Zacks Consensus Estimate of a loss of $0.05, marking an earnings surprise of +80.51% compared to a loss of $0.44 per share a year ago [1][2] Financial Performance - The company posted revenues of $290.38 million for the quarter ended December 2025, exceeding the Zacks Consensus Estimate by 5.21% and showing an increase from $252.45 million in the same quarter last year [2] - Over the last four quarters, Tandem Diabetes Care has surpassed consensus revenue estimates four times [2] Stock Performance - Shares of Tandem Diabetes Care have declined approximately 13.8% since the beginning of the year, while the S&P 500 has gained 0.5% [3] - The current Zacks Rank for the stock is 3 (Hold), indicating expected performance in line with the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is -$0.45 on revenues of $249.96 million, and for the current fiscal year, it is -$0.99 on revenues of $1.1 billion [7] - The trend of earnings estimate revisions is mixed ahead of the earnings release, which could influence future stock performance [6] Industry Context - The Medical - Instruments industry, to which Tandem Diabetes Care belongs, is currently ranked in the top 32% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]

Core Viewpoint - Extra Space Storage (EXR) reported quarterly funds from operations (FFO) of $2.08 per share, exceeding the Zacks Consensus Estimate of $2.03 per share, and showing an increase from $2.03 per share a year ago [1][2] Financial Performance - The FFO surprise for the quarter was +2.29%, with the company surpassing consensus FFO estimates three times over the last four quarters [2] - Revenues for the quarter ended December 2025 were $857.47 million, surpassing the Zacks Consensus Estimate by 0.76%, compared to $821.9 million in the same quarter last year [3] Stock Performance - Extra Space Storage shares have increased by approximately 11.5% since the beginning of the year, while the S&P 500 has gained 0.5% [4] Future Outlook - The current consensus FFO estimate for the upcoming quarter is $2.02 on revenues of $849.89 million, and for the current fiscal year, it is $8.25 on revenues of $3.44 billion [8] - The estimate revisions trend for Extra Space Storage was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [7] Industry Context - The REIT and Equity Trust - Other industry is currently ranked in the bottom 32% of over 250 Zacks industries, suggesting that the outlook for the industry can significantly impact stock performance [9]

Akamai Technologies (AKAM) came out with quarterly earnings of $1.84 per share, beating the Zacks Consensus Estimate of $1.75 per share. This compares to earnings of $1.66 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +5.01%. A quarter ago, it was expected that this cloud services provider would post earnings of $1.64 per share when it actually produced earnings of $1.86, delivering a surprise of +13.41%.Over the last four q ...

Rimini Street (RMNI) came out with quarterly earnings of $0.07 per share, missing the Zacks Consensus Estimate of $0.09 per share. This compares to earnings of $0.12 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -17.65%. A quarter ago, it was expected that this company would post earnings of $0.1 per share when it actually produced earnings of $0.08, delivering a surprise of -20%.Over the last four quarters, the company has ...

Live Nation (LYV) came out with a quarterly loss of $1.06 per share versus the Zacks Consensus Estimate of a loss of $1.08. This compares to earnings of $0.56 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +2.20%. A quarter ago, it was expected that this ticket seller and concert promoter would post earnings of $1.21 per share when it actually produced earnings of $0.73, delivering a surprise of -39.67%.Over the last four qua ...

Texas Roadhouse (TXRH) came out with quarterly earnings of $1.28 per share, missing the Zacks Consensus Estimate of $1.53 per share. This compares to earnings of $1.73 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -16.50%. A quarter ago, it was expected that this restaurant chain would post earnings of $1.28 per share when it actually produced earnings of $1.25, delivering a surprise of -2.34%.Over the last four quarters, th ...