NFT Platform - Spaace didn't reinvent NFTs, but made them profitable [1] - NFTs finally found gravity with Spaace [1]

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Group 1: Affirm Holdings (AFRM) - Affirm Holdings reported an EPS of 23 cents, beating estimates by 12 cents [1][7] - Revenue reached $933.34 million, a 33.6% year-over-year increase, surpassing estimates by $49.98 million [1][7] - The company raised its gross merchandise volume (GMV) guidance to $47.5 billion from $46 billion and increased the adjusted operating margin outlook to 27.1% from 26.1% [1][7] Group 2: Expedia Group (EXPE) - Expedia Group's shares rose by about 17%, or $37.47 per share, driven by strong earnings [2] - The company raised its 2025 revenue growth forecast to between 6% and 7%, up from earlier estimates of 3% to 5% [2] - Bookings in the B2B segment increased by 26% to $9.38 billion during the third quarter [2] Group 3: Globus Medical (GMED) - Globus Medical's shares increased by about 29%, or $18 per share, following strong earnings [3] - The company reported an EPS of $1.18, beating estimates by 41 cents [3] - Revenue was $769 million, a 23% increase year-over-year, exceeding estimates by $34.33 million [3][4] Group 4: Akamai Technologies (AKAM) - Akamai Technologies' shares rose by about 10%, or $7.26 per share, due to strong earnings [5] - The company reported an EPS of $1.86, beating estimates by 22 cents [5] - Revenue was $1.05 billion, a 5% year-over-year increase, surpassing estimates by $10 million [5][6]

EARNINGS RESULTS 3 rd QUARTER 2025 November 7 TH, 2025 1 PROFITABILITY EVOLUTION: MARGIN IMPROVEMENT AND EXPENSE CONTROL Strong cash generation results in the lowest leverage level since 2021 B2C: Stable sales and behavior • Attractiveness of the model • Stable Flow • Maintaining the trade down level B2B: Volume reduction • Flow maintenance • Average ticket price drop • Market Performance | Supermarkets(1) that serve: o Classes C, D, and E ( -8.3%) • Same -store sales in the four -month period (July 2025 to ...

Core Viewpoint - Shares of fintech Block experienced a significant decline of 14.5% in premarket trading, attributed to investor concerns over profit growth not keeping pace with the increase in transaction volume at its payments unit, Square [1] Company Summary - Block's stock performance indicates a negative market reaction, highlighting investor skepticism regarding the company's ability to translate increased transaction volume into profit growth [1]

India’s central bank is considering easing rules for lenders, the regulator says, as profitability and asset quality have improved in recent years, allowing them to build adequate capital buffers to overcome risks https://t.co/GLBtE1Lxvo ...

Core Insights - Ola Electric reported a consolidated net loss of Rs 418 crore for Q2 FY26, an improvement from a loss of Rs 495 crore in the same period last year [1][7] - Total revenue from operations for Q2 FY26 was Rs 690 crore, marking a 43% decline year-on-year from Rs 1,214 crore in Q2 FY25 [1][7] - The company achieved Auto EBITDA profitability for the first time, with a gross margin of 30.7%, an increase of 510 basis points quarter-on-quarter [7] Financial Performance - The consolidated revenue target for FY26 is set between Rs 3,000 crore and Rs 3,200 crore, with a focus on profitability over aggressive volume growth [4][5] - Gross margins within the auto business are expected to reach approximately 40% by Q4 FY26, with segment EBITDA projected at around 5% [5][7] - Operating expenses were reduced by about 52% compared to the previous quarter [7] Future Outlook - Ola Electric aims to deliver around 100,000 units in the second half of FY26 [4][5] - The cell business is expected to start generating revenue from Q4 FY26, with gross margins stabilizing at around 30% by early FY27 [5][7] - Capital expenditure for the auto segment is earmarked at Rs 100–150 crore for Q3 and Q4 FY26, with expectations of turning free cash flow positive by the end of FY26 [6][7] Strategic Initiatives - The company plans to complete the installation of its 5.9 GWh Gigafactory, primarily financed through project funding from the State Bank of India [6][7] - Ola Electric is set to initiate the next phase of capacity expansion to 20 GWh in the first half of FY27, coinciding with the scale-up of its grid-scale energy offerings [6][7]

Core Insights - NerdWallet reported Q3 CY2025 revenue of $215.1 million, exceeding analyst estimates of $193.2 million by 11.3% and reflecting a year-on-year growth of 12.4% [2][5] - The company's non-GAAP profit was $0.34 per share, surpassing analysts' consensus estimates by 7.3% [1][2] - Following the earnings report, NerdWallet's stock increased by 6.3% to $12.77 [7] Revenue Growth - Over the last five years, NerdWallet achieved an impressive annualized revenue growth of 26.5%, outperforming the average financial services company [3] - The annualized revenue growth over the past two years was 14.4%, which is below the five-year trend but still indicates healthy demand [4] Company Overview - Founded in 2009 by Tim Chen, NerdWallet is a digital platform that provides financial guidance to consumers and small businesses, focusing on credit cards, loans, insurance, and other financial products [2]

Financial Data and Key Metrics Changes - For Q3 2025, revenue was $163 million, with a gross profit margin of 35.2%, aligning with guidance [16] - Positive cash flow from operations was $12 million, a $14 million improvement year-over-year [16] - Non-GAAP net income per share was $0.03 plus or minus $0.02, with adjusted EBITDA of positive $12 million, a $26 million improvement from a prior year adjusted EBITDA loss of $14 million [17] Business Line Data and Key Metrics Changes - Three new hardware products were launched in Q3, contributing to exceeding revenue guidance [5] - The Max 2 360 camera is expected to open a new growth segment with an estimated total addressable market (TAM) of nearly 2 million units annually [6] - The subscription model continues to exceed expectations, contributing significant value to both subscribers and the bottom line [12] Market Data and Key Metrics Changes - Channel inventory declined by 30% from the prior year quarter, reducing for four consecutive quarters [16] - Unit sell-through is expected to be down 18% year-over-year to 625,000 units in Q4 [17] - The estimated average selling price (ASP) in Q4 is approximately $350, up slightly year-over-year [17] Company Strategy and Development Direction - The company aims to diversify its hardware and software offerings to expand its total addressable market beyond the action camera category [5] - Future product launches in 2026 are expected to drive unit revenue and profitability growth [14] - The focus is on product diversification to meet specific market needs rather than relying on a single flagship product [27] Management's Comments on Operating Environment and Future Outlook - Management highlighted heightened uncertainty due to tariff volatility, consumer confidence, competition, and global economic conditions [16] - The company expects to achieve a minimum of $40 million in trailing 12-month adjusted EBITDA by year-end 2026 [13] - There is confidence in restoring unit and revenue growth, with a strong pipeline of new products and services expected in 2026 [20] Other Important Information - The company won a 2025 Technology and Engineering Emmy Award for its innovative 360 technology [9] - The GP3 processor is expected to debut in 2026, enhancing performance and innovation capabilities [33] Q&A Session Summary Question: Why is sell-through expected to be down 18% year-over-year? - Management noted the absence of a new flagship HERO camera launch this year, which is strategic for future growth in 2026 [24] Question: What are the future directions for camera innovation? - The focus will be on diversification to meet specific market needs rather than a single product approach, expanding the total addressable market [27] Question: What assumptions are being made about the market in 2026? - Management believes that diversification and the introduction of the GP3 processor will position the company as a market leader, with increasing demand for products [37]

Financial Data and Key Metrics Changes - Third quarter product revenue was $22.5 million, an increase of 129% year-over-year and up 19% compared to the second quarter, marking the 19th consecutive quarter of sequential product revenue growth [4][25] - Adjusted EBITDA for the third quarter was $2.9 million, compared to $2.0 million in the prior year period [29] - The company reported a net loss of $1.9 million for the quarter, compared to net income of $0.6 million in the prior year period [29] Business Line Data and Key Metrics Changes - Alkindi Sprinkle and Coagadex drove strong year-over-year growth, alongside contributions from recently acquired products Increlex and Galzin [4] - Increlex's revenue and patient count continue to exceed original projections, with a net active patient count remaining around 100 [6][8] - Galzin now has over 200 active patients, surpassing the original year-end target for 2025 [16] Market Data and Key Metrics Changes - The company experienced a less favorable payer mix in the third quarter, resulting in lower revenue per patient compared to the second quarter [26] - The company expects U.S. product sales to continue to grow sequentially in the fourth quarter compared to the third quarter, despite some non-recurring revenue from Increlex-related sales [26] Company Strategy and Development Direction - Eton is focused on expanding its product portfolio through strategic acquisitions, with $37 million in cash available for financing [23] - The company aims to harmonize the U.S. and EU definitions of severe primary IGF-1 deficiency to potentially increase the Increlex market opportunity fivefold [11] - Eton plans to launch ET-600, an oral solution for treating central diabetes insipidus, with a PDUFA date set for February 25, 2026 [20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term growth opportunities for Increlex, Alkindi, and Kindivi, with expectations for continued strong revenue growth [24] - The company anticipates significant growth in 2026, driven by product launches and pipeline developments [24] Other Important Information - Adjusted gross profit was $10.2 million in the third quarter, representing an adjusted gross margin of 45%, impacted by Increlex ex-U.S.-related costs [27] - The company generated $12 million in cash from operations during the quarter [5][30] Q&A Session Summary Question: Can you provide pro-forma gross margins for the core U.S. business excluding non-recurring revenue? - Adjusted gross margins without Increlex ex-U.S. activity would be over 70% for the quarter [31] Question: What are the drivers behind the sequential revenue growth for Alkindi? - The focus of the sales force on pediatric endocrinology and increased physician comfort with the product are key drivers [32] Question: What is the status of the Increlex U.S. registry? - The registry will take place at U.S. sites, separate from those in the global registry [36] Question: What is the company's approach to business development opportunities? - The company is in late-stage discussions for two ultra-rare disease products and expects to close transactions soon [38] Question: What are the reasons for patient discontinuation on Increlex? - Discontinuation is primarily due to patients aging out, which is expected and normal [40]