Core Insights - PowerFleet reported revenue of $104.12 million for the quarter ended June 2025, marking a year-over-year increase of 38% and exceeding the Zacks Consensus Estimate of $103.26 million by 0.84% [1] - The company achieved an EPS of $0.01, a significant improvement from -$0.21 a year ago, although it did not deliver an EPS surprise as the consensus estimate was also $0.01 [1] Revenue Breakdown - Service revenue was reported at $86.46 million, surpassing the average estimate of $82.29 million by two analysts, reflecting a year-over-year increase of 52.5% [4] - Product revenue was reported at $17.66 million, which fell short of the average estimate of $21.58 million, representing a year-over-year decline of 5.8% [4] Profitability Metrics - Gross profit from product sales was $4.43 million, below the average estimate of $6.91 million by two analysts [4] - Gross profit from service sales was $52.05 million, also below the average estimate of $55.17 million based on two analysts [4] Stock Performance - Over the past month, PowerFleet's shares have returned -8.7%, contrasting with the Zacks S&P 500 composite's increase of 2.7% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating it may perform in line with the broader market in the near term [3]

Core Insights - SBA Communications reported revenue of $698.98 million for the quarter ended June 2025, marking a year-over-year increase of 5.8% and exceeding the Zacks Consensus Estimate by 4.32% [1] - The earnings per share (EPS) for the same period was $3.17, compared to $1.51 a year ago, with an EPS surprise of 1.6% over the consensus estimate of $3.12 [1] Revenue Breakdown - Site Development revenue was $67.19 million, significantly higher than the estimated $44.19 million, reflecting a year-over-year increase of 97.5% [4] - International Site Leasing revenue reached $161.98 million, slightly below the estimated $157.61 million, showing a year-over-year decrease of 0.8% [4] - Domestic Site Leasing revenue was reported at $469.81 million, surpassing the average estimate of $462.11 million, with a year-over-year increase of 1.4% [4] - Total Site Leasing revenue amounted to $631.79 million, exceeding the two-analyst average estimate of $619.71 million, representing a year-over-year change of 0.9% [4] Profitability Metrics - Net Earnings Per Share (Diluted) was $2.09, slightly below the estimated $2.15 [4] - Segment operating profit for Site Leasing (Domestic + International) was $513.22 million, exceeding the average estimate of $505.28 million [4] - Segment operating profit for Site Development was reported at $13.67 million, significantly higher than the average estimate of $8.78 million [4] Stock Performance - Over the past month, shares of SBA Communications have returned -2.3%, while the Zacks S&P 500 composite has changed by +0.6% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Insights - Waystar Holding (WAY) reported revenue of $270.65 million for the quarter ended June 2025, marking a year-over-year increase of 15.4% and an EPS of $0.36 compared to $0.04 a year ago [1] - The reported revenue was slightly below the Zacks Consensus Estimate of $271 million, resulting in a revenue surprise of -0.13%, while the EPS exceeded the consensus estimate of $0.33 by 9.09% [1] Revenue Breakdown - Subscription revenue reached $131.11 million, surpassing the four-analyst average estimate of $126.61 million [4] - Revenue from implementation services and other totaled $1.26 million, which was below the four-analyst average estimate of $1.46 million [4] - Volume-based revenue was reported at $138.29 million, exceeding the average estimate of $130.74 million from four analysts [4] Stock Performance - Over the past month, Waystar's shares have returned -9.4%, contrasting with the Zacks S&P 500 composite's increase of +3.4% [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for outperformance in the near term [3]