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Should Cisco Stock Be in Your Portfolio Pre-Q4 Earnings?
ZACKS· 2025-08-08 17:36
Key Takeaways Cisco expects Q4 revenue of $14.5B to $14.7B and EPS of $0.96 to $0.98, both up year over year.Networking revenue is seen rising 5.6% and Security revenue 23.2% in fiscal Q4.AI, security innovations, and partnerships with firms like NVIDIA and ServiceNow drive growth.Cisco Systems (CSCO) is set to release its fourth-quarter fiscal 2025 results on Aug. 13.The company anticipates fourth-quarter fiscal 2025 revenues between $14.5 billion and $14.7 billion. Non-GAAP earnings are expected between 9 ...
Docebo Inc. (DCBO) Surpasses Q2 Earnings and Revenue Estimates
ZACKS· 2025-08-08 17:36
Docebo Inc. (DCBO) came out with quarterly earnings of $0.29 per share, beating the Zacks Consensus Estimate of $0.2 per share. This compares to earnings of $0.26 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +45.00%. A quarter ago, it was expected that this company would post earnings of $0.21 per share when it actually produced earnings of $0.27, delivering a surprise of +28.57%.Over the last four quarters, the company has ...
Gen Digital Q1 Earnings Surpass Expectations, Revenues Rise Y/Y
ZACKS· 2025-08-08 17:31
Key Takeaways GEN reported Q1 non-GAAP EPS of 64 cents, up 20.8% Y/Y and above the high end of its guided range.Revenues rose 30.3% Y/Y to beat estimates, driven by strong demand for AI-powered cyber safety solutions.GEN raised its FY26 revenue and EPS outlook, citing expanded market reach and improved monetization.Gen Digital Inc. (GEN) reported first-quarter fiscal 2026 results, wherein both revenues and earnings beat the Zacks Consensus Estimate.Gen Digital reported non-GAAP earnings of 64 cents per shar ...
Sea Limited Gears Up to Report Q2 Earnings: What's in Store?
ZACKS· 2025-08-08 17:31
Key Takeaways SE to report Q2 2025 earnings on Aug. 12, with EPS estimate of 99 cents and revenues of $5.12B.Competitive pressure and high logistics costs may have weighed on SE's e-commerce margins.Shopee's GMV growth and surging ad revenues are expected to have boosted SE's Q2 performance.Sea Limited (SE) is set to report second-quarter 2025 results on Aug. 12.The Zacks Consensus Estimate for SE’s second-quarter earnings is pegged at 99 cents per share, down four cents over the past 30 days. Sea Limited r ...
Can NextEra Energy Grow Through Transmission & Distribution Expansion?
ZACKS· 2025-08-08 17:31
Key Takeaways NextEra's T&D assets support renewable integration, reliability and demand growth in Florida.FPL operates 91,000 miles of lines and 921 substations, with upgrades boosting grid capacity.NEE targets 6-8% annual EPS growth through 2027, with $3.45-$3.70 in 2025.NextEra Energy (NEE) stands at the forefront of the U.S. clean energy transition, with its vast network of transmission and distribution (“T&D”) lines serving as a critical pillar of the long-term growth strategy. As the nation’s largest ...
Apple's 'BlackBerry Moment'
Business Insider· 2025-08-08 17:26
Do you remember the BlackBerry? If you're younger than 30, you probably think I'm talking about the fruit. Nope. The BlackBerry was by far the most popular smartphone 20 years ago. Back in the mid-2000s, everyone used and loved its QWERTY keyboard and the ability to get emails instantly. Gasp!They were actually really cool. I loved mine, and I was late to trade it for a new device called the Apple iPhone. You may have heard of this one! BlackBerry was among the most valuable companies in the world and the ...
Twilio: Full Steam Ahead In Q2, Buy The Dip
Seeking Alpha· 2025-08-08 17:25
With the S&P 500 hovering near all-time highs amid a volatile Q2 earnings season, investors are rightly nervous about rich valuations amid a possibly shaky economy. In my view, now is the time to invest with extreme caution: BWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on S ...
Investment Income: A Quiet Growth Driver for Progressive?
ZACKS· 2025-08-08 17:25
Key Takeaways Progressive holds $80.3B in investments, with 94.6% in fixed-income assets.Net investment income rose 29% YTD, aided by higher-coupon reinvestments.Interest rate trends remain a key driver of Progressive's investment returns.Investment income remains an understated yet meaningful contributor to Progressive Corporation’s (PGR) growth. While the company’s primary strength lies in disciplined underwriting and steady premium expansion, returns from its investment portfolio provide valuable earning ...
Genmab/AbbVie Partnered Blood Cancer Combination Drug Cuts Risk Of Disease Progression By 79%
Benzinga· 2025-08-08 17:23
Genmab A/S GMAB released results Thursday of the Phase 3 EPCORE FL-1 trial evaluating subcutaneous epcoritamab in combination with rituximab and lenalidomide (R2) versus R2 alone for adult patients with relapsed or refractory (R/R) follicular lymphoma (FL).The study met its dual primary endpoints of overall response rate (ORR) and progression-free survival (PFS), demonstrating statistically significant and clinically meaningful differences in both endpoints, reducing the risk of disease progression or death ...
MACOM Technology Q3 Earnings Beat Estimates, Revenues Rise Y/Y
ZACKS· 2025-08-08 17:20
Key Takeaways MTSI posted Q3 earnings of $0.90 per share and $252M in revenues, both beating consensus estimates.Revenues grew year over year in telecom, data center, and defense, with data center up 54.7%.MTSI projects Q4 revenues of $256M-$264M and EPS of $0.91-$0.95, both near consensus expectations.MACOM Technology Solutions Holdings, Inc. (MTSI) reported third-quarter fiscal 2025 earnings of 90 cents per share, which beat the Zacks Consensus Estimate by a penny. The company reported earnings of 66 cent ...