Here's our initial take on Roku's (ROKU -1.17%) first-quarter financial report.Key MetricsMetricQ1 2024Q1 2025Changevs. ExpectationsRevenue$882 million$1,021 million+16%BeatEarnings per share($0.35)($0.19)N/ABeatPlatform revenue$755 million$881 million+17%n/aFree cash flow$427 million$298 million-30%n/aPlatform GrowthRoku beat analyst estimates in the first quarter on the strength of its Platform revenue, which includes advertising revenue, streaming services distribution revenue, and licensing fees. Platfo ...

WEX (WEX) Q1 2025 Earnings Call May 01, 2025 10:00 AM ET Company Participants Steve Elder - Senior Vice President-Global Investor RelationsMelissa Smith - Chairman of the Board, President & CEOJagtar Narula - Chief Financial OfficerSanjay Sakhrani - Managing DirectorRamsey El-Assal - Managing DirectorDarrin Peller - Managing DirectorAndrew Bauch - Director - Equity Research Conference Call Participants Nik Cremo - Executive Director, Lead Equity Research Analyst - Payments & FinTechDavid Koning - Senior Res ...

Meta CEO Mark Zuckerberg appears at the Meta Connect event in Menlo Park, California, on Sept. 25, 2024.Meta Platforms shares jumped more than 6% Thursday after the company topped earnings expectations and showed advertising resilience in a murky macroeconomic environment."Key here is that Meta's adv. demand trends appear to be relatively healthy and while we're watching for any impacts from macro and lower spend from China-based advertisers given the de minimis change, Meta's scale of users and advertisers ...

Deluxe (DLX) Q1 2025 Earnings Call April 30, 2025 05:00 PM ET Company Participants Brian Anderson - Vice President of Strategy & Investor RelationsBarry McCarthy - President and CEOChip Zint - Senior Vice President & CFOKartik Mehta - Executive MD & Director of ResearchCharlie Strauzer - Senior Managing DirectorJonnathan Navarrete - Equity Research Vice President Conference Call Participants Marc Riddick - Business Services Analyst Operator Ladies and gentlemen, thank you for standing by, and welcome to the ...

还没有客户因关税顾虑而撤回订单。 Meta：公司在应付不利的宏观经济不确定性方面"准备就绪"。 企业通信将是下一个重大的增长机会。 ...

Social media giant Meta Platforms posted better-than-expected numbers in the first quarter, with revenue surging 16% from a year ago to reach $42.3 billion, lifting shares in after-hours trading. The results showed advertising dollars continuing to fill Meta’s coffers despite significant macroeconomic uncertainty. Shares in Meta climbed 4% after hours. They have slumped 6% in 2025. Earnings per share came in at $6.43, well above Wall Street analysts’ consensus expectation for $5.22. The Street had set the ...

对于芯片业务利润下降，三星电子表示，受到内存销售价格下降、人工智能芯片出口管制等影响。 群智咨询（Sigmaintell）半导体事业部资深分析师王旭东向第一财经记者分析说，短期来看，在关税政策存在不确定性因素的背景下，一季度内存价格处于 低位，部分客户为规避潜在成本上升风险，均有提前采购芯片行为。诸如，部分美系厂商及有出口需求的企业积极提升DRAM和NAND的库存水位。 据群智咨询的数据，以LPDDR5X 12GB为例，2025年第一季度行业价格同比下降约8%，环比下降约4%，预计二季度行业价格环比上涨约4%。 在三星电子除内存之外的其它芯片业务方面，今年一季度，由于高分辨率传感器和LSI（大规模集成电路）产品供应增加，其系统LSI业务的收益略有改善； 由于季节性移动手机需求疲软、库存调整和晶圆厂利用率停滞，其晶圆代工业务的收益疲软。 相比之下，三星电子的智能手机业务表现亮眼，是其今年一季度收入创新高的主要原因之一。其MX（移动体验）和Networks（网络）业务第一季度的合并 收入37万亿韩元，营业利润4.3万亿韩元，均环比增长，主要是AI手机的热销和组件成本下降。第二季度，三星电子将扩大其AI智能手机的产 ...

Hillenbrand (HI) Q2 2025 Earnings Call April 30, 2025 08:00 AM ET Company Participants Trent Schwartz - Executive Director, Investor RelationsKimberly Ryan - President & Chief Executive OfficerRobert VanHimbergen - CFO & Senior VPJeffrey Hammond - Managing DirectorDaniel Moore - Director of Research Conference Call Participants Matt Summerville - Managing Director & Senior Research AnalystJohn Franzreb - Senior Equity Analyst Operator Greetings, and welcome to the Hillenbrand Q2 Fiscal Year twenty twenty fi ...

Financial Data and Key Metrics Changes - Revenue for the second quarter was $716 million, down 9% year-over-year primarily due to reduced volume from a lower starting backlog [19] - Adjusted EBITDA decreased 19% to $99 million, with a margin of 13.8%, down 180 basis points compared to the prior year [20] - GAAP net loss was $41 million, compared to income of $6 million in the prior year, largely due to a non-cash loss on the majority sale of Milacron [20] - Adjusted earnings per share were $0.60, a decrease of 21% year-over-year but exceeded expectations due to favorable interest expense [20] Business Line Data and Key Metrics Changes - Advanced Process Solutions (APS) segment saw year-over-year improvement in capital orders for Food, Health, and Nutrition (FHN) products, but larger investments were paused due to tariff uncertainties [12][19] - Molding Technology Solutions (MTS) revenue was $222 million, a decrease of 2% year-over-year, with stable orders for hot runner and mold-based components [23] - Backlog for MTS was $55 million, excluding the Milacron business, indicating a stable order environment despite macro challenges [24] Market Data and Key Metrics Changes - The ongoing global macroeconomic uncertainty, driven by tariffs, has led to a decline in business and consumer confidence, resulting in delays in customer investment plans [10] - The company noted a strong project pipeline but faced slow conversion to orders due to the unpredictable environment [9][10] - Tariffs have significantly impacted customer sentiment, particularly in China, leading to a pause in orders for the hot runner business [14] Company Strategy and Development Direction - The company is focusing on its core strengths in highly engineered, value-added processing technologies and systems, targeting less cyclical global end markets [6] - A strategic shift towards leveraging expertise in systems design and process technology is emphasized to drive long-term growth [7] - The company is actively managing its supply chain to mitigate tariff impacts, including dual sourcing and adjusting contract terms [15][16] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism about the project pipeline but acknowledged that elevated uncertainty is expected to persist in the near term [10][18] - The updated outlook anticipates total revenue of approximately $2.56 billion to $2.62 billion, significantly down from previous guidance due to lower orders [27] - Management remains confident in the long-term demand drivers for their end markets despite current challenges [30] Other Important Information - The company has entered into a definitive agreement to sell the TerraSource global business for $245 million, with expected net proceeds of approximately $100 million to be used for debt reduction [26] - The company has included approximately $15 million in direct tariff costs in its updated outlook for the remainder of the year [17] Q&A Session Summary Question: Can you describe the order cadence you saw in the business as the quarter unfolded? - Orders were stable through February but faced delays due to tariff considerations, particularly in Food, Health, and Nutrition [34][35] Question: Can you talk about synergies related to the FHN businesses? - The company is on track to achieve synergies ahead of schedule, with significant integration initiatives already completed [40][41] Question: Which lever to offset tariffs is expected to have the most immediate impact? - Dual sourcing is expected to have the largest near-term impact, with targeted pricing actions also being implemented [47] Question: Can you provide an update on the TerraSource divestiture? - The TerraSource divestiture is expected to close by the end of Q3 or early Q4, with proceeds aimed at debt reduction [51][52] Question: What is the outlook for the macro environment? - The company anticipates a mild recession, with orders expected to decline from 2024 levels [78]

Snap CEO Evan Spiegel speaks during the Semafor World Economy Summit 2025 at Conrad Washington on April 23, 2025 in Washington, DC.Snap reported better-than-expected first-quarter revenue Tuesday but declined to provide guidance, citing macroeconomic uncertainties that could weigh on advertising demand.Shares fell more than 11% in after-hours trading.Here is how the company did compared with Wall Street's expectations:Earnings per share: Loss of 8 cents. That figure is not comparable to analysts' estimates. ...