NWSA Set to Report Q4 Earnings: Buy Now or Wait for the Results?
ZACKS· 2025-08-01 18:16
Key Takeaways NWSA is set to report Q4 revenues of $2.10B, down 18.37%, with EPS expected to rise 11.76% year over year.Strength in Dow Jones, Book Publishing and Digital Real Estate likely supported NWSAs Q4 results.Continued ad revenue softness in News Media likely pressured segment performance despite cost efforts.News Corporation (NWSA) is scheduled to report fourth-quarter fiscal 2025 results on Aug. 5.The Zacks Consensus Estimate for revenues is pegged at $2.10 billion, indicating a decline of 18.37% ...
Columbia Is Cheaper And Growing Abroad, But Not Yet An Opportunity
Seeking Alpha· 2025-08-01 18:14
Columbia Sportswear Company (NASDAQ: COLM ) posted a very positive quarter , which, like many other names in apparel wholesale, was at least in part benefited from early shipments to avoid tariffs. Still, even with this in consideration, theLong-only investment, evaluating companies from an operational, buy-and-hold perspective.Quipus Capital does not focus on market-driven dynamics and future price action. Instead, our articles focus on operational aspects, understanding the long-term earnings power of com ...
IPGP Set to Report Q2 Earnings: What's in Store for the Stock?
ZACKS· 2025-08-01 18:11
Core Insights - IPG Photonics (IPGP) is set to announce its second-quarter 2025 results on August 5, with expected non-GAAP earnings ranging from a loss of 5 cents to earnings of 25 cents per share, and revenues anticipated between $210 million and $240 million, reflecting a negative impact of approximately $15 million from shipment delays due to higher tariffs [1][8] Financial Performance - The Zacks Consensus Estimate for second-quarter earnings is at 10 cents per share, indicating a year-over-year decline of 77.78%, while the revenue consensus is pegged at $224.1 million, representing a year-over-year decrease of 13.02% [2] - IPGP has a mixed earnings surprise history, missing the Zacks Consensus Estimate in two of the last four quarters and beating in the other two, resulting in an average surprise of 25.49% [2] Share Price Movement - Since the release of first-quarter 2025 results on May 6, IPGP shares have increased by 24.8%, outperforming the broader Zacks Computer and Technology sector's appreciation of 13.7% and the Zacks Laser Systems and Components industry's return of 21.8% [3] Key Factors Impacting Q2 Earnings - Revenue headwinds are expected due to shipment delays caused by newly imposed tariffs, which are likely to negatively impact gross margins by 150 to 200 basis points, combined with elevated operating expenses estimated between $86 million and $88 million [4][8] - The welding business has shown signs of stabilization with share gains in e-mobility, while the cutting business has seen order increases in Japan, Europe, and North America [5] Growth Opportunities - Growing momentum in medical applications, micromachining, and advanced applications is expected to positively influence the upcoming quarter's results, with newly launched micromachining anticipated to drive top-line growth [6] - IPG Photonics' expanding partner base, including collaborations with companies like AkzoNobel to apply laser technology for curing powder coatings, is a positive indicator for near-term prospects [6] Earnings Expectations - According to the Zacks model, IPGP currently has an Earnings ESP of 0.00% and a Zacks Rank of 2 (Buy), which does not indicate a strong likelihood of an earnings beat [7]
Can Lemonade Keep its Beat Streak Alive in Q2 Earnings?
ZACKS· 2025-08-01 18:11
Key Takeaways LMND is expected to report $162.4M in Q2 revenues, up 33.1% from the prior-year period.Earnings ESP of +2.40% and a Zacks Rank #2 suggest LMND may beat Q2 earnings estimates.In-force premium is projected between $1.061B and $1.064B, boosted by customer and product growth.Lemonade Inc. (LMND) is expected to witness an improvement in its top line when it reports second-quarter 2025 results on Aug. 5. The bottom line is expected to remain flat year over year. The Zacks Consensus Estimate for L ...
Apple Q3 Earnings Beat Estimates, Services Drive Top-Line Growth
ZACKS· 2025-08-01 18:11
Key Takeaways AAPL posted Q3 earnings of $1.57 per share, up 12.1% Y/Y and beating estimates by over 10%.Q3 revenue rose 9.6% to $94.04B, driven by strong iPhone and Mac demand across global markets.Services revenue grew 13.3% Y/Y, with over 1B paid subscribers and Apple TV+ viewership up double digits.Apple (AAPL) reported third-quarter fiscal 2025 adjusted earnings of $1.57 per share, which beat the Zacks Consensus Estimate by 10.56% and increased 12.1% year over year.Net sales increased 9.6% year over ye ...
Aurora (AUR) Q2 Revenue Jumps 102%
The Motley Fool· 2025-08-01 18:10
Aurora Innovation (AUR -2.84%), an autonomous vehicle technology firm focused on self-driving trucking, delivered its second quarter 2025 earnings on July 30, 2025. The main news was the formal start of revenue-generating commercial driverless trucking in the U.S. for the first time, resulting in GAAP revenue of $1 million in Q2 2025 versus the analyst estimate of $0.5 million (GAAP). Overall, the period marked a turning point with initial commercial traction, outperformance on key financial metrics (GAAP, ...
These Analysts Boost Their Forecasts On MicroStrategy Following Q2 Results
Benzinga· 2025-08-01 18:10
MicroStrategy Inc MSTR reported upbeat sales for the second quarter on Thursday.Strategy reported second-quarter revenue of $114.49 million, beating analyst estimates of $112.96 million. The company reported second-quarter adjusted earnings of $32.52 per share, according to Benzinga Pro."With the July IPO of STRC, we introduced the world's first Treasury Preferred Stock — a variable-rate, monthly dividend security engineered for price stability and designed to deliver short-duration, high-yield to a new cla ...
Natural Gas, WTI Oil, Brent Oil Forecasts – Oil Dives 3% Amid Demand Concerns
FX Empire· 2025-08-01 18:09
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Roku (ROKU) Q2 Revenue Jumps 15%
The Motley Fool· 2025-08-01 18:06
Roku (ROKU -14.86%), the connected TV platform powering millions of streaming devices and smart TVs, released its Q2 2025 results on July 31, 2025. The big headlines were a strong revenue beat, with GAAP net revenue of $1.11 billion against estimates of $1.07 billion, and an unexpected swing to positive net income (GAAP). Reported GAAP earnings per share reached $0.07, far ahead of the consensus loss forecast of $(0.15) and a marked turnaround from last year's $(0.24). Platform revenue drove these gains, ri ...
These Analysts Increase Their Forecasts On Boot Barn Following Better-Than-Expected Results
Benzinga· 2025-08-01 18:04
Boot Barn Holdings Inc BOOT reported better-than-expected first-quarter financial results and raised its FY26 guidance on Thursday.Boot Barn reported quarterly earnings of $1.74 per share which beat the analyst consensus estimate of $1.52 per share. The company reported quarterly sales of $504.067 million which beat the analyst consensus estimate of $492.339 million.Boot Barn Holdings raised its FY2026 GAAP EPS guidance from $5.50-$6.40 to $5.80-$6.70 and boosted its sales guidance from $2.070 billion-$2.15 ...