Company Performance - Spotify's stock closed at $671.07, reflecting a -0.14% change from the previous session, underperforming the S&P 500's gain of 0.58% [1] - Over the past month, Spotify's shares have increased by 5.39%, while the Computer and Technology sector gained 7.05% and the S&P 500 gained 4.61% [1] Earnings Estimates - The upcoming earnings report for Spotify is expected to show an EPS of $2.27, representing a 58.74% increase year-over-year [2] - Revenue is anticipated to reach $4.78 billion, indicating a 16.67% growth compared to the same quarter last year [2] Annual Projections - For the annual period, earnings are projected at $9.72 per share and revenue at $19.9 billion, reflecting increases of +63.36% and +17.37% respectively from the previous year [3] Analyst Sentiment - Recent changes in analyst estimates for Spotify are crucial as they indicate the evolving business trends, with positive revisions suggesting confidence in the company's performance [3][4] - The Zacks Consensus EPS estimate has decreased by 1.63% over the past month, and Spotify currently holds a Zacks Rank of 3 (Hold) [5] Valuation Metrics - Spotify's Forward P/E ratio stands at 69.13, which is significantly higher than the industry average of 28.89 [6] - The company has a PEG ratio of 1.68, compared to the Internet - Software industry's average PEG ratio of 2.21 [6] Industry Context - The Internet - Software industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 54, placing it in the top 22% of over 250 industries [7] - Historically, the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Core Insights - Nutanix reported revenue of $638.98 million for the quarter ended April 2025, marking a year-over-year increase of 21.8% and an EPS of $0.42 compared to $0.28 a year ago, exceeding the Zacks Consensus Estimate of $626.12 million by 2.06% [1] Financial Performance - Total Billings reached $647.05 million, below the average estimate of $676.02 million from four analysts [4] - Annual Recurring Revenue (ARR) was reported at $2.14 billion, slightly below the average estimate of $2.17 billion from four analysts [4] - Professional services billings were $18.48 million, significantly lower than the average estimate of $32.78 million from three analysts [4] - Subscription billings amounted to $627.25 million, surpassing the average estimate of $616.58 million from two analysts [4] - Other non-subscription product billings were $1.32 million, below the average estimate of $1.68 million from two analysts [4] Revenue Breakdown - Revenue from support, entitlements, and other services was $293.50 million, below the average estimate of $312.03 million from eight analysts, reflecting a year-over-year change of +9.1% [4] - Product revenue was $345.48 million, exceeding the average estimate of $310.26 million from eight analysts, representing a year-over-year increase of +35.2% [4] - Professional services revenue was $28 million, slightly below the average estimate of $28.12 million from seven analysts, with a year-over-year change of +6.7% [4] - Subscription revenue reached $609.66 million, above the average estimate of $594.37 million from seven analysts, indicating a year-over-year increase of +25.3% [4] - Non-portable software revenue was $0.50 million, significantly below the average estimate of $2.59 million from seven analysts, showing a drastic year-over-year decline of -95.5% [4] Stock Performance - Nutanix shares have returned +15.3% over the past month, outperforming the Zacks S&P 500 composite's +7.4% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Investment Rating - The report assigns an "Overweight" rating to SSE, indicating that the stock's total return is expected to exceed the average total return of the analyst's industry coverage universe over the next 12-18 months [5]. Core Insights - SSE's FY25 results were solid, with a headline EPS of 161p, which was broadly in line with consensus expectations of 159p [7][8]. - The company has reduced its 5-year capex plan from £20.5 billion to £17.5 billion, which is seen positively as it alleviates market concerns regarding balance sheet gearing and funding for network growth capex [3][7]. - The target for renewable capacity by FY27 has been lowered from 9GW to approximately 7GW, which reflects a cautious approach to capital allocation [3][12]. - The market may interpret the capex reduction as a positive signal regarding the upcoming UK Electricity Transmission regulatory review [3][12]. - SSE's share price has shown a recovery of 12% year-to-date, outperforming the FTSE 100 and the Utilities Sector [3]. Financial Performance Summary - For FY25, SSE reported EBIT of £2.4 billion, with adjusted headline numbers excluding a £250 million non-cash impairment in the Southern European Renewables pipeline [8][12]. - The company indicated a dividend per share (DPS) of 64.2p, which aligns with expectations and represents a 7% year-on-year growth [8][12]. - The FY27 EPS guidance was reiterated at 175-200p, which is expected to be supported by regulated inflation-linked contracts [13][12]. Future Guidance - The report notes that SSE did not provide explicit EPS guidance for FY26, but estimates suggest operating profit of £2.3-2.4 billion and EPS of 156-159p, which is marginally below consensus expectations [9][12]. - The company anticipates 40% growth in renewable volumes by FY27, implying a total of 18.6 TWh [13]. - SSE's balance sheet at the end of FY25 showed net debt of £10.2 billion, in line with consensus, and a net debt to EBITDA ratio of 3.2x [12].

ab 16 May 2025 Global Research Insurance Australia Group Go West RAC is an attractive deal though value upside from here appears moderate IAG has entered a strategic alliance with the Royal Automobile Club of Western Australia (RAC), including the acquisition of RAC Insurance and a 20yr distribution agreement for RAC Home & Motor products. The deal adds ~8% to IAG's GWP and lifts its WA market share across Home & Motor to ~55% (from 8%), subject to ACCC approval. Total upfront $1,350m consideration will be ...

Tutor Perini (TPC) Q1 2025 Earnings Call May 07, 2025 05:00 PM ET Company Participants Jorge Casado - Vice President of Investor Relations & Corporate CommunicationsGary Smalley - President & CEORonald Tutor - Executive ChairmanRyan Soroka - EVP & CFOAdam Thalhimer - Director of ResearchLiam Burke - Managing Director Conference Call Participants Steven Fisher - Managing Director & Equity Research AnalystMichael Dudas - Equity Research Analyst Operator Good day, ladies and gentlemen, and welcome to Tudor Par ...

Tutor Perini (TPC) Q1 2025 Earnings Call May 07, 2025 05:00 PM ET Speaker0 Good day, ladies and gentlemen, and welcome to Tudor Parrini Corporation First Quarter twenty twenty five Earnings Conference Call. My name is Sherry, and I will be your coordinator for today. All participants are currently in a listen only mode. Following management's prepared remarks, we will be opening the call for a question and answer session. As a reminder, this conference call is being recorded for replay purposes. I will now ...

JPMorgan analyst Christopher Horvers lowered estimates for Lowe’s Companies Inc. LOW ahead of the company’s first-quarter earnings release on May 21.The analyst says that based on the industry analysis and data insights, he is cutting first-quarter comparable sales estimates to -2.7%, below the Street’s consensus of -1.7% and the broader buyside expectations (a decline of 2% to 3.5%).Horvers writes that Lowe’s experienced a more significant headwind from unfavorable DIY weather conditions earlier in the qua ...

Core Insights - Block reported a revenue of $5.77 billion for the quarter ended March 2025, reflecting a 3.1% decline year-over-year and a surprise of -6.65% compared to the Zacks Consensus Estimate of $6.18 billion [1] - The earnings per share (EPS) was $0.56, down from $0.85 in the same quarter last year, resulting in an EPS surprise of -36.36% against the consensus estimate of $0.88 [1] Financial Performance Metrics - Gross Payment Volume (GPV) was reported at $56.80 billion, below the estimated $57.92 billion [4] - Square's GPV was $54.10 billion, slightly below the average estimate of $54.34 billion [4] - Cash App's GPV was $2.70 billion, significantly lower than the estimated $3.54 billion [4] - Cash App Monthly Transacting Actives stood at 57 million, slightly below the estimate of 57.34 million [4] - Hardware revenue was $28.69 million, compared to the average estimate of $32.20 million, marking an 11.7% decline year-over-year [4] - Subscription and services-based revenue was $1.89 billion, matching the average estimate and showing a 12.4% increase year-over-year [4] - Transaction-based revenue was $1.55 billion, slightly below the estimate of $1.58 billion, with a year-over-year increase of 2.6% [4] - Bitcoin revenue was $2.30 billion, below the estimate of $2.70 billion, representing a 15.7% decline year-over-year [4] - Total revenue for Square was $1.85 billion, slightly below the estimate of $1.86 billion, with a year-over-year increase of 7.1% [4] - Square's hardware revenue was $28.52 million, below the estimate of $33.48 million, reflecting a 10.4% decline year-over-year [4] - Corporate and Other revenue totaled $40.62 million, significantly below the estimate of $52.71 million, marking a 25% decline year-over-year [4] - Square's subscription and services-based revenue was $339.15 million, slightly above the estimate of $338.32 million, with a year-over-year increase of 14.5% [4] Stock Performance - Block's shares returned +1.1% over the past month, outperforming the Zacks S&P 500 composite, which declined by -0.7% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Core Insights - Dun & Bradstreet reported revenue of $579.8 million for Q1 2025, a year-over-year increase of 2.7%, with an EPS of $0.21 compared to $0.20 a year ago, slightly missing the revenue estimate by 0.02% but exceeding EPS expectations by 5% [1][2]. Revenue Breakdown - North America revenue was $398 million, exceeding the average estimate of $397.23 million, reflecting a year-over-year increase of 3% [4]. - International revenue reached $181.80 million, slightly below the average estimate of $183.19 million, with a year-over-year change of 2.2% [4]. - Sales & Marketing revenue internationally was $59 million, surpassing the average estimate of $57.94 million, marking a 1.9% year-over-year increase [4]. - North America Sales & Marketing revenue was $181.40 million, below the average estimate of $182.89 million, with a year-over-year change of 1.6% [4]. - International Finance & Risk revenue was $122.80 million, compared to the average estimate of $125.25 million, showing a year-over-year increase of 2.3% [4]. - North America Finance & Risk revenue was $216.60 million, exceeding the average estimate of $214.33 million, with a year-over-year increase of 4.1% [4]. - Total Sales & Marketing revenue was $240.40 million, slightly below the average estimate of $241.55 million, reflecting a year-over-year change of 1.7% [4]. - Total Finance & Risk revenue was $339.40 million, exceeding the average estimate of $338.39 million, with a year-over-year increase of 3.4% [4]. Stock Performance - Dun & Bradstreet's shares returned -0.2% over the past month, outperforming the Zacks S&P 500 composite's -0.7% change, and currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market [3].

2025 First Quarter Earnings Conference Call May 1, 2025 Aaron Musgrave Vice President, Investor Relations Safe Harbor This presentation includes forward-looking statements within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995 and the Federal securities laws. They are not guarantees or assurances of any outcomes, financial results, levels of activity, performance or achievements, and readers are cautioned not to place undue reliance upon them. The forward-lo ...