Spotify Guides Above Street on Q4 Operating Profit as Premium Momentum Builds
Financial Modeling Prep· 2025-11-04 22:35
Core Insights - Spotify Technology S.A. has guided for fourth-quarter operating income significantly above analyst estimates, driven by healthy user activity and strong performance in its premium tier [1] - The company has seen a share price increase of over 40% year to date, attributed to profitability improvements through price increases and cost controls [1] Financial Performance - In Q3, Spotify reported a payroll tax charge of €16 million, which was €41 million lower than forecasted and down from €53 million year-over-year [2] - Operating expenses decreased by 2% due to the reduced tax charge and favorable currency effects; however, excluding these factors, operating expenses rose by 11% due to increased marketing and personnel costs [2] - Premium revenue increased by 9% to €3.83 billion, supported by double-digit subscriber growth [2] Future Projections - For Q4, Spotify anticipates continued growth and improving margins through 2025 as it reinvests for long-term potential [3] - Monthly active users are projected to reach 745 million, surpassing expectations, with notable premium subscriber growth in Latin America and North America [3] - The expected operating income for Q4 is €620 million, compared to a consensus of €605.3 million, with recent high-profile releases contributing to engagement trends [3]
Watts Water Technologies Q3 2025 Earnings Preview (NYSE:WTS)
Seeking Alpha· 2025-11-04 22:35
To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh. ...
WestBond reports Financial Results for the Quarter ended September 30, 2025
Globenewswire· 2025-11-04 22:35
Financial Performance - WestBond Enterprises Corporation reported a net profit increase of 79% for the quarter ended September 30, 2025, amounting to $174,630 compared to $97,710 for the quarter ended June 30, 2025 [1] - Sales for the quarter ended September 30, 2025, reached $3,030,669, which is an 11.1% increase from $2,727,414 for the quarter ended June 30, 2025 [1] Market Growth - The company is experiencing significant sales growth in the food service (hospitality) products, particularly with its expanding line of high-end air laid napkins and personal hygiene products [2] - New markets have been established in the USA and Canada within the food service industry, involving major restaurant chains [2] Management Changes - Mr. Peter Toigo has resigned from the Board of Directors after twelve years to focus on his corporate portfolio at Shato Holdings [3] - Mr. Walter Robert Lee has been appointed as a new director and will serve on the Audit, Compensation, and Governance committees, bringing extensive experience from Canacord Genuity, JP Morgan Securities, and The Bank of Montreal [3]
Market worries grow over the AI trade, Supreme Court to hear Trump's tariff case
Youtube· 2025-11-04 22:34
[Music] Hello and welcome to Market Domination. I'm Josh Lipton live from our New York headquarters. There's less an hour to go until the closing bell.Stocks under pressure here and it's an even uglier day for crypto. Nes Frey joining us now to break down the headlines. Nez, what are you watching.Josh, all three major averages right now are down. Uh technology leading to the downside. So, we're watching the NASDAQ composite.It was down about almost 2% at the lows of the session. The S&P 500 down more than 1 ...
Shopify Shares Slip Despite Q3 Beat as GMV and Profit Top Views Amid Tariff Headwinds
Financial Modeling Prep· 2025-11-04 22:34
Core Insights - Shopify reported third-quarter results that exceeded expectations, indicating resilience in its merchant base despite U.S. tariffs [1] - Despite strong performance, shares declined over 3% intra-day [1] Financial Performance - Revenue increased by 32% year over year to $2.84 billion, surpassing the consensus estimate of $2.76 billion and slightly exceeding the previous quarter's growth rate of 31% [2] - Gross merchandise value rose 32% to $92.01 billion, compared to projections of $88.87 billion [2] - Operating profit reached $343 million, exceeding estimates of $311.4 million, while total operating expenses were approximately $1.05 billion, aligning with expectations [2] Strategic Investments - The company is continuing to invest in AI-enhanced services aimed at assisting merchants with site creation, sales analytics, and marketing content, amidst ongoing tariff-related uncertainties affecting pricing, sourcing, and input costs [3]
Pfizer Raises and Narrows Full-Year EPS Outlook as Eliquis Strength Supports Q3 Beat
Financial Modeling Prep· 2025-11-04 22:33
Core Insights - Pfizer has raised and tightened its full-year earnings guidance for the second consecutive quarter, driven by strong demand for its Eliquis blood thinner and a recovery in cardiovascular therapies [1][2] - The company increased its annual diluted EPS range to $3.00 to $3.15 from $2.90 to $3.10, while reaffirming full-year revenue expectations of $61 billion to $64 billion [1] Financial Performance - Adjusted EPS for the third quarter was $0.87, exceeding expectations of $0.63, with revenue of $16.65 billion, also surpassing the forecast of $16.59 billion [2] - Eliquis sales increased by 22% to $2.02 billion, supported by higher demand for heart disease medications [2] Strategic Developments - The company is actively cutting costs and launching new products while managing litigation related to Metsera, including lawsuits concerning Novo Nordisk's unsolicited bid following Pfizer's previous $7.3 billion agreement [2] - Pfizer's agreement with the U.S. administration to lower Medicare drug prices in exchange for three years of tariff relief is expected to provide greater policy visibility [2]
Marriott Shares Rise 3% as International Strength Lifts Q3 Beat and Pipeline Hits Record
Financial Modeling Prep· 2025-11-04 22:32
Core Insights - Marriott International reported third-quarter earnings with adjusted EPS of $2.47, exceeding estimates by $0.10, driven by growth in overseas markets [1] - The company's revenue reached $6.49 billion, slightly above the consensus estimate of $6.47 billion [2] Revenue Performance - Global RevPAR increased by 0.5% year over year, with international growth of 2.6% offsetting a 0.4% decline in the U.S. and Canada [2] - Luxury RevPAR outperformed with a rise of 4%, while the Asia Pacific region led international gains with nearly 5% growth, particularly strong in Japan, Australia, and Vietnam [2] Fee and EBITDA Growth - Base management and franchise fees increased by 6% to $1.19 billion, attributed to room additions and higher co-branded credit card fees [3] - Adjusted EBITDA rose by 10% to $1.35 billion [3] Development and Future Projections - Marriott added approximately 17,900 net rooms in the quarter, including nearly 13,900 internationally, with a global development pipeline reaching a record of about 3,900 properties and over 596,000 rooms [3] - For 2025, the company projected net room growth approaching 5% and comparable systemwide RevPAR growth of 1.5% to 2.5% [3]
Harley-Davidson Shares Fall Despite Big Q3 Beat as Finance Unit Reshapes Model
Financial Modeling Prep· 2025-11-04 22:31
Core Insights - Harley-Davidson Inc. shares fell over 5% despite reporting third-quarter results that significantly exceeded expectations, driven by a transformation in its financial services division [1] Financial Performance - The company reported adjusted earnings of $3.10 per share, surpassing the consensus estimate of $1.58, while revenue increased by 17% year-over-year to $1.34 billion, exceeding estimates of $1.01 billion [2] - The strong performance was largely attributed to the completion of the Harley-Davidson Financial Services transaction with KKR and PIMCO, which transitioned the unit to a capital-light, lower-risk structure [2] Market Trends - Global motorcycle retail sales declined by 6% compared to the previous year, with North America down 5% and international markets down 9%, reflecting weaker consumer confidence and higher interest rates [3] - The motorcycle segment (HDMC) experienced a 23% revenue increase as global shipments rose by 33%, although the operating income margin for HDMC decreased to 5.0% from 6.3% a year ago [3] Future Outlook - Management indicated that the HDFS deal is expected to generate approximately $1.2 billion to $1.25 billion in discretionary cash by the end of the first quarter of 2026 [3]
Pinterest Third-Quarter Sales Rise, Sees Slower Growth in Fourth Quarter
WSJ· 2025-11-04 22:31
The social-media platform now expects revenue in the fourth quarter to slow to 14% to 16%, despite recording 17% growth in the third quarter. ...
Here's What Key Metrics Tell Us About Qiagen (QGEN) Q3 Earnings
ZACKS· 2025-11-04 22:30
Qiagen (QGEN) reported $532.58 million in revenue for the quarter ended September 2025, representing a year-over-year increase of 6.1%. EPS of $0.61 for the same period compares to $0.59 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $525.99 million, representing a surprise of +1.25%. The company delivered an EPS surprise of +5.17%, with the consensus EPS estimate being $0.58.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall St ...