Core Insights - GoDaddy (GDDY) is set to report its second-quarter 2025 results on August 7, with expected revenues between $1.195 billion and $1.215 billion, indicating a 7% growth at the midpoint compared to the same quarter last year [1] - The Zacks Consensus Estimate for second-quarter revenues is $1.20 billion, suggesting a 7.1% year-over-year increase [1] - The consensus estimate for earnings is $1.34 per share, reflecting a growth of 21.8% from the previous year's reported figure [2] Revenue Growth Expectations - For Q2 2025, GDDY anticipates Applications & Commerce (A&C) revenue growth in the mid-teens, with A&C revenues estimated at $466 million, representing a 14.8% year-over-year rise [4] - Core platform revenues are expected to grow by 2.6%, with a consensus estimate of $738 million [4] - Bookings are projected at $1.34 billion, indicating a 6.4% increase from the previous year [5] Customer Metrics - GoDaddy's customer count is expected to remain steady at 20.5 million at the end of Q1 2025, with a forecasted increase to 20.67 million for the upcoming quarter [6] - Growth in average order size is anticipated to contribute positively to overall bookings [8] Earnings Performance History - GoDaddy has beaten the Zacks Consensus Estimate in two of the last four quarters, with an average negative earnings surprise of 0.07% [3] Earnings ESP and Zacks Rank - Currently, GoDaddy has an Earnings ESP of 0.00% and a Zacks Rank of 3 (Hold), indicating that the odds of an earnings beat are not favorable [7]

Core Insights - Take-Two Interactive Software (TTWO) is set to release its first-quarter fiscal 2026 results on August 7, with expected GAAP net revenues between $1.35 billion and $1.40 billion, and a GAAP net loss per share anticipated between 78 cents and 65 cents [1][9] - The Zacks Consensus Estimate for TTWO's fiscal first-quarter revenues is $1.28 billion, reflecting a year-over-year growth of 5.42% [1][2] Revenue and Earnings Expectations - The consensus estimate for earnings is 26 cents per share, unchanged over the past 30 days, showing an improvement from the previous year's earnings of 5 cents [2] - TTWO has consistently beaten the Zacks Consensus Estimate for earnings in the last four quarters, with an average surprise of 121.1% [2] Key Factors Influencing Performance - Take-Two's gaming portfolio and recurrent consumer spending model are expected to benefit from sustained franchise engagement, particularly in core console franchises and live service titles [3] - NBA 2K is projected to maintain engagement due to strong fiscal 2025 performance, with monetization from virtual currency and MyTEAM contributing significantly [4] - Zynga's mobile portfolio is expected to show mixed performance, with newer titles like Match Factory and Color Block Jam contributing to bookings, while mature games like Words With Friends may see a decline [4] Challenges and Constraints - Grand Theft Auto Online bookings are expected to decline modestly year over year due to platform maturity and late-cycle usage trends, although engagement is likely supported through GTA+ and content updates [5] - Seasonal softness in the spring quarter and high mobile acquisition costs are anticipated to limit margin improvement, with operating expenses projected to rise by 3% year over year [6][9] Earnings Model Insights - According to the Zacks model, TTWO currently has an Earnings ESP of 0.00% and a Zacks Rank of 3 (Hold), indicating a neutral outlook for an earnings beat [7]

Core Insights - Warner Bros. Discovery (WBD) is set to report its second-quarter 2025 results on August 7, with expected revenues of $9.83 billion, reflecting a 1.20% increase year-over-year, and a narrowed loss estimate of 14 cents per share, indicating a 96.56% increase from the previous year [1][8]. Financial Performance - The Zacks Consensus Estimate indicates that WBD has surpassed earnings expectations in one of the last four quarters but missed three times, resulting in a negative average surprise of 659.92% [2]. - The anticipated revenue of $9.83 billion for Q2 2025 is supported by strong performance in the streaming segment, which saw a subscriber growth of 5.3 million and an 8% increase in streaming revenues in Q1 2025 [3][8]. Streaming Segment - The streaming segment is expected to continue its momentum, bolstered by successful releases such as "The Last of Us" and "And Just Like That," along with international expansion and growth in ad-supported offerings [3]. - The Studios segment is projected to rebound due to a major licensing agreement with the streaming division and early success from new content like the Minecraft Movie and Sinners, with the release of Superman further enhancing performance [4]. Linear Networks and Advertising - The Linear Networks segment is facing challenges due to ongoing declines in traditional TV viewership and a tough advertising market, likely leading to a drop in network revenues for the upcoming quarter [5]. - Advertising performance is expected to decline by 2% year-over-year, influenced by the absence of major sports events like the Final Four, despite some offset from the Stanley Cup Finals [6]. Earnings Expectations - According to the Zacks model, WBD currently has an Earnings ESP of -47.89% and a Zacks Rank of 3, indicating a lower likelihood of an earnings beat [7].

Company Overview - XP Inc.A is expected to report quarterly earnings of $0.43 per share, reflecting a year-over-year increase of +10.3% [3] - Revenues are anticipated to reach $834.73 million, which is a 3.1% increase from the previous year [3] Earnings Estimates and Revisions - The consensus EPS estimate has been revised 17.14% higher in the last 30 days, indicating a positive reassessment by analysts [4] - The Most Accurate Estimate for XP Inc.A is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +1.18% [12] Earnings Surprise Potential - A positive Earnings ESP reading suggests a strong likelihood of an earnings beat, especially when combined with a Zacks Rank of 1 [10] - XP Inc.A currently holds a Zacks Rank of 1, indicating a high probability of exceeding the consensus EPS estimate [12] Historical Performance - In the last reported quarter, XP Inc.A had an earnings surprise of +2.63%, posting earnings of $0.39 per share against an expectation of $0.38 [13] - Over the past four quarters, the company has beaten consensus EPS estimates only once [14] Industry Context - Another company in the Zacks Financial - Miscellaneous Services industry, HA Sustainable Infrastructure Capital, is expected to post earnings of $0.62 per share, reflecting a year-over-year decrease of -1.6% [18] - HA Sustainable Infrastructure Capital's revenues are projected to decline by 49% year-over-year, with an Earnings ESP of -1.86% and a Zacks Rank of 4 [19][20]

Core Viewpoint - The market anticipates Bitfarms Ltd. (BITF) will report a year-over-year increase in earnings driven by higher revenues when it releases its results for the quarter ended June 2025 [1] Financial Expectations - The upcoming earnings report is expected to show a quarterly loss of $0.01 per share, reflecting an 85.7% year-over-year improvement [3] - Revenues are projected to reach $81.67 million, representing a 96.6% increase from the same quarter last year [3] Estimate Revisions - The consensus EPS estimate has been revised 40% higher in the last 30 days, indicating a positive reassessment by analysts [4] - The Most Accurate Estimate for Bitfarms is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +25.00% [12] Earnings Surprise Prediction - A positive Earnings ESP reading suggests a strong likelihood of an earnings beat, especially when combined with a Zacks Rank of 2 (Buy) [10][12] - Bitfarms has a history of beating consensus EPS estimates, having surpassed expectations in three out of the last four quarters [14] Industry Context - Jamf Holding (JAMF), another player in the Zacks Technology Services industry, is expected to report earnings per share of $0.17 for the same quarter, indicating a year-over-year change of +21.4% [18] - Jamf's revenues are anticipated to be $168.63 million, up 10.2% from the previous year [18]

Company Overview - Cava Group (CAVA) is expected to report a year-over-year decline in earnings of 23.5%, with quarterly earnings estimated at $0.13 per share, while revenues are projected to increase by 22.7% to $286.56 million [3][12]. Earnings Expectations - The consensus EPS estimate has been revised 0.9% lower in the last 30 days, indicating a reassessment by analysts [4]. - The upcoming earnings report is anticipated to be released on August 12, and the stock may react positively if actual results exceed expectations [2][12]. Earnings Surprise Prediction - Cava's Most Accurate Estimate is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +1.89%, suggesting a potential for an earnings beat [12]. - However, Cava currently holds a Zacks Rank of 4, which complicates the prediction of an earnings beat despite the positive Earnings ESP [12]. Historical Performance - In the last reported quarter, Cava exceeded expectations by delivering earnings of $0.22 per share against an expected $0.14, resulting in a surprise of +57.14% [13]. - Over the past four quarters, Cava has beaten consensus EPS estimates three times [14]. Industry Context - In the broader context of the Zacks Retail - Restaurants industry, Restaurant Brands (QSR) is expected to post earnings of $0.97 per share, reflecting a year-over-year increase of 12.8%, with revenues projected at $2.34 billion, up 12.6% [18][19].

The market expects Inovio Pharmaceuticals (INO) to deliver a year-over-year increase in earnings on lower revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on August 12, might help the stock move higher if these key numbers ar ...

Wall Street expects a year-over-year increase in earnings on higher revenues when On Holding (ONON) reports results for the quarter ended June 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on August 12. On t ...

Core Viewpoint - Sky Harbour Group Corporation (SKYH) is anticipated to report a year-over-year decline in earnings despite an increase in revenues for the quarter ended June 2025, with the actual results being a significant factor influencing its near-term stock price [1][2]. Financial Expectations - The consensus estimate indicates a quarterly loss of $0.12 per share, reflecting a year-over-year change of -300% [3]. - Expected revenues are projected to be $6.63 million, representing an 83.2% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 13.33% higher in the last 30 days, indicating a collective reassessment by analysts [4]. - The Most Accurate Estimate for Sky Harbour Group is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +35.13% [12]. Earnings Surprise Prediction - A positive Earnings ESP reading suggests a likely earnings beat, especially when combined with a Zacks Rank of 1 (Strong Buy) [10]. - Sky Harbour Group's current Zacks Rank is 1, indicating a strong likelihood of surpassing the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, Sky Harbour Group was expected to post a loss of $0.25 per share but actually reported a loss of -$0.11, achieving a surprise of +56.00% [13]. - Over the past four quarters, the company has exceeded consensus EPS estimates two times [14]. Industry Context - Another player in the Aerospace - Defense Equipment industry, Mercury Systems (MRCY), is expected to report earnings of $0.21 per share, reflecting a year-over-year decline of -8.7% [18]. - Mercury Systems' revenues are projected to be $241.71 million, down 2.8% from the previous year, with an Earnings ESP of +8.05% [19].

Company Overview - SoundThinking (SSTI) is expected to report a year-over-year decline in earnings, with a projected loss of $0.09 per share, reflecting a -28.6% change compared to the previous year [3] - Revenues for the upcoming quarter are anticipated to be $26.32 million, down 2.4% from the same quarter last year [3] Earnings Expectations - The earnings report is scheduled for release on August 12, and the stock may experience upward movement if results exceed expectations [2] - Conversely, if the results fall short, the stock may decline [2] Estimate Revisions - The consensus EPS estimate has been revised 100% lower in the last 30 days, indicating a significant reassessment by analysts [4] - The Most Accurate Estimate for SoundThinking is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +22.22% [12] Historical Performance - In the last reported quarter, SoundThinking was expected to post a loss of $0.06 per share but actually reported a loss of -$0.12, resulting in a surprise of -100.00% [13] - Over the past four quarters, the company has only beaten consensus EPS estimates once [14] Industry Context - Alarm.com Holdings (ALRM), a peer in the Zacks Security and Safety Services industry, is expected to report earnings of $0.52 per share, indicating a year-over-year change of -10.3% [18] - Alarm.com’s revenue is projected to be $244.54 million, up 4.6% from the previous year [19]