Dig into the Coinbase earnings & future guidance + catch up on all the day's newshttps://t.co/hVIPw1O60N ...

Core Insights - The article emphasizes the importance of combining top-down macro analysis with bottom-up stock selection to identify mispriced investment opportunities in the market [1]. Group 1: Investment Strategy - The focus is on earnings, technological disruption, policy shifts, and capital flows as key factors for identifying investment opportunities [1]. - The approach includes managing multi-asset strategies and equity portfolios, indicating a diversified investment methodology [1]. Group 2: Market Analysis - The article highlights the significance of real-time positioning using tools like Bloomberg and data models to enhance investment decisions [1]. - It suggests that the current market environment is filled with noise, and the ability to deliver clear signals is crucial for successful investing [1].

up. Let's find out why the earnings are out. Mackenzie Sagales has the numbers.Mackenzie, >> hey there, John. Shares up almost 10% right now after a beat on the top and bottom line. We're looking at $1.95% for EPS in the third quarter versus $157 expected for revenue.Another beat of 180.17% billion versus 177.8% billion expected. But AWS, its cloud business, its profitability engine, that's where everybody was looking. We're looking at a beat there of 33 billion versus 32.42% billion expected.What's really ...

Group 1 - The article does not provide any specific content or key points related to a company or industry [1]

Core Insights - Garmin Ltd. reported third-quarter 2025 pro forma earnings of $1.99 per share, exceeding the Zacks Consensus Estimate by 0.5%, but the earnings remained flat year-over-year [1] - Net sales reached $1.77 billion, missing the Zacks Consensus Estimate by 1.1%, yet showing a 12% increase from the same quarter last year, driven by strong performance in the Fitness, Aviation, and Marine segments [1] Segment Performance - **Outdoor Segment (28.1% of Net Sales)**: Generated sales of $497.6 million, down 5% year-over-year due to weak consumer auto and adventure watch sales, with an operating income of $170 million and a 34% operating margin [2] - **Fitness Segment (33.9%)**: Recorded sales of $601 million, reflecting a 30% year-over-year increase, driven by strong demand for advanced wearables, with an operating income of $194 million and a 32% operating margin [3] - **Aviation Segment (13.6%)**: Achieved sales of $240.4 million, up 18% year-over-year, supported by strength in OEM and aftermarket products, with an operating income of $61 million and a 25% margin [4] - **Marine Segment (15.1%)**: Posted sales of $267 million, up 20% year-over-year, with an operating income of $49 million and a 19% margin [4] - **Auto OEM Segment (9.3%)**: Sales reached $164.8 million, down 2% year-over-year, with an operating loss of $17 million and a gross margin of 15% [5] Financial Results - Gross profit increased by 10% year-over-year to $1.05 billion, while gross margin contracted by 90 basis points to 59.1% [6] - Operating expenses rose by 15% year-over-year to $590 million, with operating income increasing by 4% to $456.8 million, and operating margin contracting by 180 basis points to 25.8% [6] Balance Sheet & Cash Flow - As of September 27, 2025, Garmin held $2.54 billion in cash and marketable securities, a slight decrease from $2.59 billion in the previous quarter [7] - Generated operating cash flow of $486 million and free cash flow of $425 million in the third quarter, with total operating and free cash flows for the first three quarters of 2025 at $1.08 billion and $933.3 million, respectively [7] Guidance Update - Garmin raised its 2025 pro forma EPS guidance to $8.15 from $8.0, reflecting confidence in continued margin strength, while projecting revenues for 2025 at $7.1 billion, unchanged from previous guidance [9][10] - The company anticipates a gross margin of 58.5% and an operating margin of 25.2% for 2025, an increase from the previous guidance of 24.8% [11]

All right, Comcast is out with quarterly results. Check it out. Earnings coming in at $112 a share.That was two cents above expectations. That comes on revenue of $31.2% billion, which is also ahead of expectations. Free cash flow $4.9% billion.You've got domestic wireless line net additions at $414,000. That was the best quarterly result on record. Comcast actually ended the quarter with 41 million Peacock paid subscribers.That was slightly below the street's 42.5% million forecast. Business services conne ...

A stronger dollar has negative implications for risk appetite, precious metals and earnings. ...

Core Insights - Ventas reported $1.49 billion in revenue for the quarter ended September 2025, marking a year-over-year increase of 20.4% and exceeding the Zacks Consensus Estimate by 3.86% [1] - The earnings per share (EPS) for the same period was $0.88, a significant increase from $0.05 a year ago, surpassing the consensus EPS estimate of $0.87 by 1.15% [1] Revenue Breakdown - Resident fees and services generated $1.09 billion, exceeding the average estimate of $1.05 billion by analysts, reflecting a year-over-year change of 28.7% [4] - Interest and other income amounted to $4.18 million, compared to the estimated $2.83 million, but showed a decline of 49% year-over-year [4] - Rental income from outpatient medical & research portfolio was $226.2 million, slightly above the average estimate of $224.12 million, with a year-over-year increase of 2.4% [4] - Income from loans and investments reached $5.52 million, significantly higher than the average estimate of $4.35 million, representing a year-over-year increase of 193.7% [4] - Rental income totaled $386.25 million, surpassing the average estimate of $372.06 million, with a year-over-year change of 2.6% [4] - Third-party capital management revenues were $4.49 million, slightly above the average estimate of $4.41 million, reflecting a year-over-year increase of 2.3% [4] - Rental income from triple-net leased properties was $160.05 million, exceeding the average estimate of $149.42 million, with a year-over-year change of 3% [4] - Net earnings per share (diluted) were reported at $0.14, compared to the estimated $0.10 by analysts [4] Stock Performance - Over the past month, shares of Ventas have returned +0.1%, while the Zacks S&P 500 composite has changed by +3.8% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

top and bottom line estimates. The conference call kicks off later to this hour. For more, let's bring in CNBC's Steve Kovac.Steve, >> yeah, on the surface here, you got beats across the board, Melissa, but you see the stock still down. EPS was a beat, revenue was a beat, and even Azure cloud growth was a big beat here, 40% compared to the 38.2% expected. But it's really unclear what's dragging the stock lower.Intelligent Cloud only beat by a tiny bit. Perhaps also a runup of the shares into earnings. They ...

Uh but we have more earnings to bring you. Starbucks results are out. Kate Rogers has those numbers.Hi Kate. Hey Morgan. So the stock a little bit higher here as you can see by more than one and a half%.A mixed fourth quarter for Starbucks. Uh EPS a miss here. 52 cents adjusted versus estimates of 56 cents.Revenues though would beat 9.6% billion for the quarter versus the 9.35% billion estimated. And that's even with the labor investments that the company is making right now. Comps turning positive globally ...