Core Viewpoint - Affirm Holdings, Inc. is expected to report its third-quarter fiscal 2025 results on May 8, 2025, with a projected loss of 8 cents per share on revenues of $783.1 million, indicating significant year-over-year improvements in both earnings and revenues [1][2]. Financial Performance - The fiscal third-quarter earnings estimate has improved by 2 cents over the past month, reflecting an 81.4% year-over-year improvement [1]. - The Zacks Consensus Estimate for quarterly revenues suggests a year-over-year growth of 35.9% [1]. - For the current fiscal year, the revenue estimate is pegged at $3.2 billion, implying a rise of 37.1% year over year, while the EPS consensus is a loss of 6 cents, indicating a 96.4% improvement year over year [2]. Earnings Expectations - Affirm is predicted to beat earnings estimates due to a positive Earnings ESP of +63.27% and a Zacks Rank of 1 (Strong Buy) [3]. - The company has consistently beaten consensus estimates for earnings in the last four quarters, with an average surprise of 84.1% [2]. Revenue Drivers - Merchant network revenues are expected to reach $199.5 million, indicating a 25.2% rise from the prior-year quarter [5]. - The Gross Merchandise Volume (GMV) is anticipated to grow by 29.2% year-over-year, with management estimating it to be in the range of $8-$8.3 billion [6]. - Active consumers are projected to grow by 17.4% year-over-year, and transactions per active consumer are expected to rise by 16.5% [7]. Card Network and Interest Income - Card network revenues are expected to improve by 30% year-over-year, while interest income is pegged at $414.4 million, indicating a 31.3% year-over-year rise [8]. - Servicing income is estimated to reach nearly $31.3 million, reflecting a 23.6% increase from the year-ago quarter [9]. Transaction Costs - The company anticipates higher transaction costs in the range of $415-$430 million for the quarter [9]. Stock Performance - Affirm's stock has increased by 38.6% over the past month, outperforming the industry growth of 19.4% and significantly surpassing the S&P 500's increase of 12.3% [10]. Valuation - Despite the recent stock price appreciation, Affirm's valuation remains relatively cheap at 4.34X forward 12-month sales, below the industry average of 5.12X [13]. Competitive Landscape - The delay of Klarna's IPO has reduced competitive pressure in the BNPL space, benefiting Affirm as one of the few publicly traded players [18]. - Concerns regarding Walmart's relationship with Affirm are considered overblown, as Walmart contributed only 5% to Affirm's GMV [18]. Long-term Outlook - Affirm is expanding internationally and diversifying its offerings, which positions it to compete with major players like Visa and PayPal [19]. - The company is focusing on profitability by tightening underwriting standards and improving margins, which is expected to bolster investor confidence [19].

Core Viewpoint - Sonos, Inc. is expected to report second-quarter fiscal 2025 results with anticipated revenues between $240 million and $265 million, reflecting a slight year-over-year increase, while the bottom line is projected to show an improved loss compared to the previous year [1][2]. Group 1: Financial Performance Expectations - The Zacks Consensus Estimate for revenues is $255.9 million, indicating a rise of 1.3% from the previous year [1]. - The consensus estimate for the bottom line is a loss of 18 cents, an improvement from a loss of 34 cents reported in the prior year [1]. - Sonos has beaten the Zacks Consensus Estimate in three of the last four quarters, with an average earnings surprise of 22.8% [2]. Group 2: Challenges Impacting Performance - The company's second-quarter performance is likely to be negatively affected by high promotional activity and restructuring efforts, including a workforce reduction impacting nearly 12% of employees, leading to expected charges of $15 million to $18 million [3]. - The rollout of Sonos' redesigned app faced issues, resulting in unforeseen bugs and prompting an investment of $6 million in app recovery, with additional projected charges of $4 million to $8 million for the second quarter [4]. - GAAP gross margin is expected to be between 42% and 44%, down year-over-year due to foreign exchange headwinds and amortization costs [5]. Group 3: Positive Factors Supporting Performance - Sonos' focus on product innovation, particularly the successful launch of Sonos Ace, is expected to support revenue despite challenges from the app redesign [6]. - The introduction of the Era 100 Pro has opened a new revenue stream in the light-commercial audio market, potentially contributing to overall growth [7]. - Ongoing expansion of direct-to-consumer initiatives and a growing international presence, especially in Asia, are likely to bolster second-quarter performance [7].

Occidental Petroleum (OXY) is expected to report a year-over-year increase in its top and bottom lines when it reports first-quarter 2025 results on May 7, after market close. (See the Zacks Earnings Calendar to stay ahead of market-making news.)The Zacks Consensus Estimate for OXY’s first-quarter revenues is pegged at $7.15 billion, indicating an increase of 18.93% from the year-ago reported figure.The Zacks Consensus Estimate for earnings is pegged at 73 cents per share. The Zacks Consensus Estimate for O ...

Core Viewpoint - ANI Pharmaceuticals is expected to exceed expectations in its first-quarter 2025 results, with revenue estimates at $179.5 million and earnings at $1.37 per share [1] Group 1: Revenue Drivers - The company's revenue growth is primarily driven by sales of rare disease products, particularly Cortrophin Gel, which has seen increased demand from new patient starts [3][4] - Additional revenue contributions are anticipated from newly acquired products Iluvien and Yutiq, which were added to the portfolio after the acquisition of Alimera Sciences [4] - The Zacks Consensus Estimate for revenues from the rare disease and brands business is $87 million, while revenues from generic and other segments are estimated at $105 million, driven by newly launched products [5][6] Group 2: Operating Expenses - Increased spending on research and development due to ongoing and new projects is likely to have raised operating expenses in the first quarter [7] Group 3: Earnings Performance - ANI Pharmaceuticals has a strong history of earnings surprises, having beaten earnings estimates in each of the last four quarters with an average surprise of 17.32% [8] - The company has an Earnings ESP of +0.86%, indicating a favorable outlook for an earnings beat [9] - Currently, ANI Pharmaceuticals holds a Zacks Rank of 2 (Buy), suggesting positive market sentiment [10]

Molson Coors Beverage Company (TAP) is expected to register top and bottom-line declines when it reports first-quarter 2025 earnings on May 8, before market open. The Zacks Consensus Estimate for revenues is pegged at $2.4 billion, indicating a 6% decline from the prior-year reported figure. The consensus mark for earnings has moved down by a penny in the past 30 days to 80 cents per share, indicating a drop of 15.8% from the year-ago reported figure.In the last reported quarter, this leading alcohol compan ...

Financial services technology solutions provider Fidelity National Information Services, Inc. (FIS) is set to report first-quarter 2025 results on May 6, 2025, before the opening bell. The Zacks Consensus Estimate for the to-be-reported quarter’s earnings is currently pegged at $1.20 per share, and the same for revenues is pinned at $2.5 billion. (See the Zacks Earnings Calendar to stay ahead of market-making news.)The first-quarter earnings estimate remained stable over the past 60 days. The bottom-line pr ...

Core Insights - Emerson Electric Co. (EMR) is expected to report growth in both revenue and earnings for the second quarter of fiscal 2025, with revenue estimated at $4.38 billion, reflecting a 0.1% increase year-over-year, and earnings per share projected at $1.42, a 4.4% rise from the previous year [1][3]. Group 1: Performance Expectations - The Intelligent Devices segment is anticipated to see a slight revenue decrease of 0.1% to $3.06 billion, influenced by strong performance in the final control business and solid momentum in power end markets [3][4]. - The Software and Control segment is expected to grow by 0.6% year-over-year to $1.34 billion, driven by robust growth in the Control Systems & Software business and increased license revenues from AspenTech [5]. Group 2: Recent Acquisitions - The acquisition of Afag and Flexim in Q4 of fiscal 2023 has enhanced Emerson's capabilities in factory automation and flow measurement, expanding its reach into high-demand markets such as battery manufacturing and automotive [6]. - The recent acquisition of National Instruments in October 2023 is likely to further strengthen Emerson's position in high-growth sectors, including semiconductors and electric vehicles [7]. Group 3: Cost and Margin Considerations - Rising costs associated with acquisitions and restructuring efforts may negatively impact EMR's margin performance, alongside potential foreign currency headwinds affecting profitability [8]. Group 4: Earnings Predictions - The company has a positive Earnings ESP of +2.42%, with the most accurate estimate at $1.45 per share, suggesting a strong likelihood of an earnings beat [10].

Post Holdings, Inc. (POST) is likely to register a decline in both top and bottom lines when it reports second-quarter fiscal 2025 earnings on May 8. The Zacks Consensus Estimate for revenues is pegged at almost $2 billion, implying a 1.1% decrease from the prior-year quarter’s reported figure. However, the consensus mark for earnings has moved down a penny in the past seven days to $1.18 per share, indicating a decline of 21.9% from the figure reported in the year-ago quarter. POST delivered a trailing fou ...

Core Viewpoint - Wynn Resorts is expected to report a decline in earnings and revenues for the first quarter of 2025, with earnings per share estimated at $1.22, down 23.3% from the previous year, and revenues projected at nearly $1.73 billion, reflecting a 7.3% decrease from the prior-year quarter [1][2]. Group 1: Earnings and Revenue Estimates - The Zacks Consensus Estimate for first-quarter earnings per share is $1.22, indicating a 23.3% decline from $1.59 reported in the same quarter last year [1]. - The consensus revenue estimate is approximately $1.73 billion, suggesting a 7.3% decrease from the previous year's figure [2]. Group 2: Factors Influencing Performance - Wynn Resorts' first-quarter performance is likely to benefit from strong domestic demand, recovery in Macau, and disciplined capital spending [3]. - In Las Vegas, the company is expected to see gains from a strong slot handle, elevated table drop, and high-margin non-gaming revenues, with room revenues predicted to rise 9% year over year to $244.3 million [4]. - Progress on capital expenditures related to concessions, including new developments at Wynn Palace, is anticipated to support performance [5]. Group 3: Operating Expenses and Economic Factors - Total operating expenses for the first quarter are projected to increase by 3.6% year over year to $1.55 billion [5]. - Macroeconomic challenges such as inflation and labor cost pressures may negatively impact margins during the quarter [5]. Group 4: Earnings Prediction and Stock Rank - The model predicts an earnings beat for Wynn Resorts, supported by a positive Earnings ESP of +0.15% and a Zacks Rank of 3 (Hold) [6][7].

The New York Times Company (NYT) is set to announce its first-quarter 2025 earnings on May 7, before the market opens. Key focus areas include subscription growth and trends in advertising revenues.The Zacks Consensus Estimate for first-quarter revenues is pegged at $635.1 million, indicating a 6.9% rise from the prior-year period.This diversified media conglomerate is also expected to show improvement in the bottom line. The consensus estimate for earnings per share has remained steady at 35 cents over the ...