Core Insights - Gogo reported a revenue of $137.8 million for the quarter ended December 2024, marking a 40.9% increase year-over-year, and an EPS of $0.07, down from $0.11 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $98 million by 40.62%, and the EPS surpassed the consensus estimate of $0.04 by 75% [1] Financial Performance Metrics - Gogo's total aircraft online reached 7,059, exceeding the average estimate of 6,972 by two analysts [4] - The company sold 208 units in Business Aviation - ATG, compared to the average estimate of 183 [4] - Average monthly connectivity service revenue per aircraft online was $3,500, slightly below the average estimate of $3,509.78 [4] - Service revenue was reported at $118.81 million, significantly higher than the average estimate of $81.02 million, reflecting a year-over-year increase of 46.9% [4] - Equipment revenue stood at $18.99 million, surpassing the average estimate of $16.58 million, with a year-over-year change of 12.3% [4] Stock Performance - Gogo's shares have declined by 19.4% over the past month, while the Zacks S&P 500 composite decreased by 9.6% [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 - Nike (NKE) is anticipated to report a year-over-year decline in earnings due to lower revenues for the quarter ended February 2025, with the actual results having a significant impact on its near-term stock price [1][2]. Earnings Expectations - The consensus estimate for Nike's quarterly earnings is $0.28 per share, reflecting a year-over-year decrease of 71.4% [3]. - Expected revenues are projected to be $11.12 billion, down 10.6% from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 2.45% higher in the last 30 days, indicating a reassessment by analysts [4]. - A positive Earnings ESP reading is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank of 1, 2, or 3 [8]. Earnings Surprise Prediction - The Most Accurate Estimate for Nike is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -6.90%, suggesting a bearish outlook from analysts [10][11]. - Despite a Zacks Rank of 3, the combination of a negative Earnings ESP makes it challenging to predict an earnings beat [11]. Historical Performance - In the last reported quarter, Nike was expected to post earnings of $0.63 per share but actually delivered $0.78, resulting in a surprise of +23.81% [12]. - Over the past four quarters, Nike has consistently beaten consensus EPS estimates [13]. Conclusion - While an earnings beat or miss may influence stock movement, other factors can also play a significant role in stock performance [14]. - Nike does not currently appear to be a compelling earnings-beat candidate, and investors should consider additional factors before making investment decisions [16].

Core Insights - National CineMedia (NCMI) reported revenue of $86.3 million for the quarter ended December 2024, a decrease of 5.1% year-over-year, but exceeded the Zacks Consensus Estimate by 0.12% [1] - Earnings per share (EPS) for the quarter was $0.26, up from $0.20 in the same quarter last year, representing a surprise of 30.00% over the consensus estimate of $0.20 [1] Revenue Breakdown - Local and regional advertising revenue was $13.50 million, matching the average estimate but down 16.7% year-over-year [4] - National advertising revenue reached $69.20 million, slightly above the average estimate of $68.80 million, but down 3.8% year-over-year [4] - Total advertising revenue (excluding beverage) was reported at $82.70 million, below the average estimate of $84.10 million, reflecting a decline of 6.1% year-over-year [4] - ESA advertising revenue from beverage concessionaire agreements was $3.60 million, below the average estimate of $3.95 million, but showed a significant increase of 28.6% year-over-year [4] Stock Performance - Over the past month, shares of National CineMedia have returned -8.7%, compared to a -3.5% change in the Zacks S&P 500 composite [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 Viewpoint - Aadi Bioscience, Inc. is anticipated to report a year-over-year increase in earnings driven by higher revenues for the quarter ending December 2024, with the actual results being crucial for its near-term stock price movement [1][2]. Financial Expectations - The consensus estimate indicates a quarterly loss of $0.25 per share, reflecting a year-over-year improvement of +58.3%. Revenues are projected to reach $7.6 million, marking a 20.1% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the past 30 days, indicating that analysts have not significantly altered their initial projections during this period [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows that the Most Accurate Estimate for Aadi Bioscience is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +9.21%, suggesting a bullish outlook from analysts [10]. Zacks Rank - Aadi Bioscience holds a Zacks Rank of 2, which, combined with the positive Earnings ESP, indicates a strong likelihood of beating the consensus EPS estimate [11]. Historical Performance - In the last reported quarter, Aadi Bioscience met the expected loss of $0.46 per share, resulting in no surprise. Over the past four quarters, the company has exceeded consensus EPS estimates twice [12][13]. Conclusion - Aadi Bioscience is positioned as a compelling candidate for an earnings beat, although investors should consider additional factors beyond earnings expectations when making investment decisions [16].

Core Insights - Autodesk reported revenue of $1.64 billion for the quarter ended January 2025, reflecting an 11.6% increase year-over-year, with EPS at $2.29 compared to $2.09 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $1.63 billion, resulting in a surprise of +0.50%, while the EPS also surpassed expectations by +7.51% [1] Financial Performance Metrics - Billings reached $2.11 billion, surpassing the five-analyst average estimate of $2.06 billion [4] - Net Revenue from Maintenance was $10 million, below the average estimate of $11.26 million, marking a year-over-year decline of -28.6% [4] - Net Revenue from Other sources was $107 million, compared to the average estimate of $121.05 million, representing a -7.8% change year-over-year [4] - Subscription Revenue was $1.52 billion, exceeding the six-analyst average estimate of $1.50 billion, with a year-over-year increase of +13.7% [4] - Total Subscription and Maintenance Revenue was $1.53 billion, slightly above the six-analyst average estimate of $1.51 billion, reflecting a +13.2% year-over-year change [4] Product Family Performance - Net Revenue from Media and Entertainment (M&E) was $84 million, slightly below the estimated $87.70 million, but showing a +9.1% change year-over-year [4] - Net Revenue from Other product families was $29 million, in line with the estimate of $29.04 million, with a +7.4% year-over-year change [4] - Net Revenue from Architecture, Engineering and Construction (AEC) was $799 million, exceeding the average estimate of $795.40 million, representing a +14.8% year-over-year increase [4] - Net Revenue from Manufacturing (MFG) was $318 million, slightly above the estimated $317.61 million, with an +8.9% change year-over-year [4] - Net Revenue from AutoCAD and AutoCAD LT was $409 million, surpassing the two-analyst average estimate of $400.40 million, reflecting an +8.5% year-over-year change [4] Stock Performance - Autodesk shares have returned -6.1% over the past month, compared to the Zacks S&P 500 composite's -2.2% change, indicating potential underperformance in the near term with a Zacks Rank 4 (Sell) [3]

Core Viewpoint - Vermilion Energy (VET) is anticipated to report a year-over-year decline in earnings due to lower revenues for the quarter ended December 2024, with actual results potentially impacting its near-term stock price [1][3]. Earnings Expectations - The consensus estimate for Vermilion's quarterly earnings is $0.36 per share, reflecting a year-over-year decrease of 62.1%. Revenues are projected to be $358.35 million, down 6.7% from the previous year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised 171.43% higher, indicating a reassessment by analysts regarding the company's earnings prospects [4][10]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows a positive Earnings ESP of +19.44%, suggesting that analysts have recently become more optimistic about Vermilion's earnings [10][11]. Historical Performance - In the last reported quarter, Vermilion was expected to post earnings of $0.33 per share but only achieved $0.24, resulting in a surprise of -27.27%. Over the last four quarters, the company has only beaten consensus EPS estimates once [12][13]. Investment Considerations - While Vermilion is seen as a compelling earnings-beat candidate, investors are advised to consider other factors that may influence stock performance beyond just earnings results [14][16].

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Marvell Technology, driven by higher revenues, with a focus on how actual results will compare to estimates [1][2]. Earnings Expectations - Marvell is expected to report quarterly earnings of $0.59 per share, reflecting a year-over-year increase of +28.3% [3]. - Revenues are projected to reach $1.8 billion, which is a 26.5% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analyst expectations [4]. - A positive Earnings ESP of +2.77% suggests that analysts have recently become more optimistic about Marvell's earnings prospects [10]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive reading is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1 (Strong Buy), 2 (Buy), or 3 (Hold) [8]. - Marvell currently holds a Zacks Rank of 2, indicating a high likelihood of beating the consensus EPS estimate [11]. Historical Performance - In the last reported quarter, Marvell exceeded the expected earnings of $0.40 per share by delivering $0.43, resulting in a surprise of +7.50% [12]. - Over the past four quarters, Marvell has beaten consensus EPS estimates three times [13]. Conclusion - While an earnings beat is a positive indicator, other factors may also influence stock movement, making it essential to consider the broader context [14][16]. - Marvell is viewed as a compelling candidate for an earnings beat, but investors should remain aware of additional influencing factors [16].