Financial Performance - For the quarter ended May 2025, Costco reported revenue of $63.21 billion, an increase of 8% year-over-year [1] - EPS for the quarter was $4.28, up from $3.78 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $63.14 billion by 0.10%, and EPS also surpassed the consensus estimate of $4.25 by 0.71% [1] Key Metrics - Comparable sales for the total company increased by 5.7%, exceeding the average estimate of 5.4% from seven analysts [4] - Excluding the impact of foreign currency and gasoline prices, comparable sales for the total company rose by 8%, compared to the average estimate of 6.8% [4] - The number of warehouses worldwide was 905, slightly below the average estimate of 906 [4] - In the U.S. and Puerto Rico, the number of warehouses was 624, above the estimated 622 [4] Regional Performance - Comparable sales in the U.S. were up 6.6%, surpassing the average estimate of 5.5% [4] - Comparable sales excluding foreign currency and gasoline prices in the U.S. increased by 7.9%, compared to the average estimate of 6% [4] - Comparable sales in Canada were 2.9%, below the average estimate of 6% [4] - Comparable sales for Other International regions were 3.2%, below the average estimate of 5.6% [4] Membership Revenue - Membership fees revenue was reported at $1.24 billion, matching the average estimate from nine analysts and representing a year-over-year increase of 10.4% [4] - Net sales revenue was $61.97 billion, slightly below the average estimate of $62.05 billion, but still reflecting an 8% increase compared to the previous year [4] Stock Performance - Costco shares returned +1.9% over the past month, while the Zacks S&P 500 composite increased by +6.7% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Insights - SRx Health Solutions Inc. reported a significant improvement in its financial performance for Q1 2025, with EPS improving by 90% year-over-year to $(0.37) and adjusted EBITDA loss improving by 54% to $(0.6) million [1][9] - The company generated net sales of $7.2 million, a decrease of 9% year-over-year, primarily due to the closure of Halo's direct-to-consumer channel [4][9] - The merger with SRx Health Solutions was completed on April 24, 2025, leading to a name change from Better Choice Company Inc. to SRx Health Solutions Inc. [2] Financial Performance - Adjusted EBITDA margin improved by 865 basis points year-over-year to (9)% [1][9] - Net loss improved by 66% year-over-year to $(1.0) million [9] - Gross margin remained consistent at 33% [9] Operational Highlights - The company executed a digital-first strategy and shifted marketing investments to enhance brand awareness [2] - Inventory levels improved by approximately 50% over the last 15 months, with fill rates averaging 98% for the quarter [2] - The financial results reported only reflect US operations prior to the merger and do not include Canadian operations [2] Liquidity and Capital Resources - As of March 31, 2025, cash and cash equivalents totaled $1.1 million [5]

Core Insights - Nice reported revenue of $700.19 million for the quarter ended March 2025, reflecting a year-over-year increase of 6.2% and a slight surprise of +0.12% over the Zacks Consensus Estimate of $699.39 million [1] - The earnings per share (EPS) for the quarter was $2.87, up from $2.58 in the same quarter last year, with an EPS surprise of +1.06% compared to the consensus estimate of $2.84 [1] Revenue Breakdown - Cloud revenue was $526.32 million, slightly below the average estimate of $527.48 million, but showed a year-over-year increase of 12.4% [4] - Services revenue totaled $140.20 million, which was lower than the estimated $140.83 million, representing a decline of 5.9% year-over-year [4] - Product revenue reached $33.67 million, exceeding the average estimate of $31.08 million, but this figure marked a significant year-over-year decrease of 19.8% [4] Stock Performance - Nice's shares have returned +12.5% over the past month, outperforming the Zacks S&P 500 composite's +9% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - Boot Barn reported revenue of $453.75 million for the quarter ended March 2025, reflecting a year-over-year increase of 16.8% [1] - The earnings per share (EPS) for the quarter was $1.22, up from $1.01 in the same quarter last year [1] - The reported revenue was slightly below the Zacks Consensus Estimate of $458.18 million, resulting in a revenue surprise of -0.97% [1] - The EPS fell short of the consensus estimate of $1.24, leading to an EPS surprise of -1.61% [1] Performance Metrics - Boot Barn's same-store sales growth was 6%, which was below the four-analyst average estimate of 7.3% [4] - The company opened or acquired 21 stores, matching the average estimate based on two analysts [4] - The average store square footage at the end of the period was 11,183, slightly above the estimated 11,134 [4] - The total number of stores operating at the end of the period was 459, consistent with the two-analyst average estimate [4] - Total retail store square footage at the end of the period was 5.13 million, exceeding the average estimate of 5.11 million [4] Stock Performance - Boot Barn shares have returned +46.7% over the past month, significantly outperforming the Zacks S&P 500 composite's +9.9% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Summary of Ziff Davis (ZD) FY Conference Call - May 14, 2025 Company Overview - Ziff Davis has built a portfolio through systematic acquisitions and growth in digital media and internet businesses, focusing on value creation across five vertical categories [4][14] - The company aims for organic growth and growth through acquisitions, with a diversified business model including advertising, subscription, and licensing revenue [4] Financial Performance - Reported a revenue growth of 5% in the quarter, with the Digital Media segment growing 9% [5] - Reaffirmed guidance for mid-single-digit growth across revenue, EBITDA, and EPS for the year [5] - Strong M&A activity expected to continue, with a healthy balance sheet [6] Advertising and Market Trends - Advertising revenues increased by 12% in Q1, with strong performance across tech, shopping, health, and gaming categories [7][11] - Health and wellness sector driven by a strong FDA drug pipeline, while gaming benefits from upcoming console releases [8][9] - Concerns about tariffs affecting the tech and shopping categories, but no immediate signs of impact observed [10][11] Segment Analysis Technology and Shopping - The CNET Group and RetailMeNot segment grew 14% in revenue and 44% in adjusted EBITDA, driven by organic growth and margin expansion [21] - B2B businesses have been a drag on growth but are now profitable [22] Gaming and Entertainment - IGN Entertainment segment grew mid-single digits, with strong advertising growth but some challenges in subscription offerings [26][28] - Anticipated growth from new gaming IP and streaming platforms [30] Health and Wellness - Everyday Health Group showed mid to high single-digit revenue growth and double-digit EBITDA growth, benefiting from a favorable pharma advertising environment [32][34] Connectivity - Ookla segment maintained flat revenue despite a 25% decline in wireless access point sales industry-wide, with expectations for growth as Wi-Fi 7 is introduced [41][42] Cybersecurity and Martech - This segment declined due to tough year-over-year comparisons, but there is optimism for sequential growth throughout the year [44][46] AI and Intellectual Property - Ziff Davis filed a lawsuit against OpenAI for unauthorized use of its content, emphasizing the need for compensation for IP usage [47][49] - 35% of the company's revenues are web traffic-based, with 40% of that from search, indicating a diversified revenue model [51][52] M&A Strategy - The company is focused on tuck-in acquisitions that are synergistic with existing businesses, with a robust pipeline across all segments [63][64] - Historical targets include 20% cash-on-cash returns and maintaining a gross debt to EBITDA ratio of three times [66] Market Outlook - The company is optimistic about returning to organic growth and a consistent M&A cadence, with all segments positioned for potential growth [76][78] - The management believes that the current market valuation does not reflect the company's performance and potential [68][70] Conclusion - Ziff Davis is positioned for growth across its diversified portfolio, with strong financial performance and a proactive approach to M&A and market challenges [80][81]

Core Insights - Bandwidth (BAND) reported revenue of $174.24 million for the quarter ended March 2025, reflecting a year-over-year increase of 1.9% and surpassing the Zacks Consensus Estimate of $168.87 million by 3.18% [1] - The company's EPS was $0.36, up from $0.27 in the same quarter last year, resulting in an EPS surprise of 24.14% compared to the consensus estimate of $0.29 [1] Financial Performance Metrics - Net retention rate was reported at 116%, exceeding the average estimate of 115.3% from three analysts [4] - Geographic Revenue from International markets was $22.45 million, significantly higher than the average estimate of $14.79 million, marking a year-over-year increase of 4.1% [4] - Geographic Revenue from North America was $151.79 million, slightly below the average estimate of $154.45 million, with a year-over-year change of 1.6% [4] - Revenue from Messaging surcharges reached $40.78 million, surpassing the four-analyst average estimate of $37.29 million [4] - Revenue from Cloud communications was $133.46 million, exceeding the four-analyst average estimate of $131.64 million [4] Stock Performance - Over the past month, Bandwidth's shares have returned +5.3%, while the Zacks S&P 500 composite has seen a +10.6% change [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - Murphy Oil reported revenue of $665.71 million for Q1 2025, a year-over-year decline of 16.4% and a slight miss of 0.31% against the Zacks Consensus Estimate of $667.76 million [1] - The company's EPS for the same period was $0.56, down from $0.85 a year ago, but exceeded the consensus estimate of $0.48 by 16.67% [1] Financial Performance - Revenue from exploration and production in Canada was $165.70 million, surpassing the three-analyst average estimate of $158.14 million, reflecting a year-over-year increase of 21% [4] - Revenue from exploration and production in the United States was $509.50 million, compared to the average estimate of $494.29 million, showing a year-over-year decline of 22.8% [4] - Total revenue from sales to customers was $672.73 million, exceeding the three-analyst average estimate of $653.43 million, but representing a 15.4% decline compared to the previous year [4] Production Metrics - Total net crude oil and condensate production was 84.26 thousand barrels per day, below the estimated 85.84 thousand barrels per day [4] - Total net natural gas liquids production was 8.41 thousand barrels per day, compared to the estimated 9.16 thousand barrels per day [4] - Total net natural gas production was 424.23 million cubic feet per day, slightly below the estimated 426.47 million cubic feet per day [4] Stock Performance - Murphy Oil's shares returned +7% over the past month, while the Zacks S&P 500 composite increased by +10.6% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Financial Performance - For the quarter ended March 2025, AMC Entertainment reported revenue of $862.5 million, a decrease of 9.3% year-over-year [1] - The earnings per share (EPS) was -$0.58, an improvement from -$0.78 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $838.97 million by 2.81% [1] - The company delivered an EPS surprise of 4.92%, compared to the consensus EPS estimate of -$0.61 [1] Key Metrics - Food and beverage revenue was $283.40 million, slightly below the average estimate of $283.53 million, reflecting an 11.8% year-over-year decline [4] - Other theatre revenue reached $105.60 million, surpassing the average estimate of $88.93 million, marking a 5.9% year-over-year increase [4] - Admissions revenue was $473.50 million, exceeding the average estimate of $466.53 million, but showing a 10.7% decline year-over-year [4] Stock Performance - AMC Entertainment shares returned 1.1% over the past month, while the Zacks S&P 500 composite increased by 10.6% [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 - BrightView Holdings (BV) reported revenue of $662.6 million for the quarter ended March 2025, reflecting a year-over-year decline of 1.5% but exceeding the Zacks Consensus Estimate by 2.68% [1] - The company achieved an EPS of $0.14, which is an increase from $0.11 a year ago, representing a surprise of 16.67% over the consensus estimate of $0.12 [1] Revenue Breakdown - Maintenance Services revenue was $492.80 million, surpassing the estimated $475.15 million, but showing a year-over-year decline of 3.5% [4] - Development Services revenue reached $171.90 million, slightly above the estimated $171.87 million, with a year-over-year increase of 4.6% [4] - Snow Removal Services under Maintenance generated $172.50 million, exceeding the estimated $144.67 million, but reflecting a minor decline of 0.4% year-over-year [4] - Landscape Maintenance Services revenue was $320.30 million, below the estimated $330.48 million, indicating a year-over-year decrease of 5.1% [4] - Revenue eliminations were reported at -$2.10 million, slightly worse than the average estimate of -$2.03 million, but showing a year-over-year improvement of 5% [4] Adjusted EBITDA Performance - Adjusted EBITDA for Development Services was reported at $17.20 million, significantly higher than the average estimate of $11.08 million [4] - Adjusted EBITDA for Maintenance Services was $56.30 million, also exceeding the estimated $54.96 million [4] Stock Performance - BrightView's shares have returned +17.7% over the past month, outperforming the Zacks S&P 500 composite's +10.6% 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]

Core Viewpoint - MKS Instruments reported strong financial results for the quarter ended March 2025, with revenue and EPS exceeding both year-over-year figures and Wall Street expectations [1][3]. Financial Performance - Revenue for the quarter was $936 million, reflecting a year-over-year increase of 7.8% and a surprise of +0.27% over the Zacks Consensus Estimate of $933.5 million [1]. - EPS was reported at $1.71, compared to $1.18 in the same quarter last year, resulting in a surprise of +20.42% against the consensus estimate of $1.42 [1]. Segment Performance - Semiconductor segment revenues were $413 million, exceeding the average estimate of $403.45 million, with a year-over-year increase of 17.7% [4]. - Electronics and Packaging segment revenues reached $253 million, surpassing the average estimate of $242.64 million, marking a year-over-year growth of 21.6% [4]. - Specialty Industrial segment revenues were $270 million, slightly above the average estimate of $268.58 million, but showing a year-over-year decline of 12.6% [4]. - Total product revenues were $819 million, compared to the average estimate of $798.27 million, indicating an 8.6% year-over-year increase [4]. - Service revenues were $117 million, slightly below the average estimate of $118.75 million, with a year-over-year increase of 2.6% [4]. Stock Performance - MKS Instruments shares have returned +23.6% over the past month, outperforming the Zacks S&P 500 composite's +10.6% change [3]. - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3].