Core Insights - ViaSat (VSAT) reported $1.15 billion in revenue for the quarter ended March 2025, reflecting a year-over-year decline of 0.3% and an EPS of -$0.02 compared to -$0.72 a year ago, indicating a significant improvement in earnings despite the revenue decline [1] - The reported revenue exceeded the Zacks Consensus Estimate of $1.13 billion by 1.18%, while the EPS fell short of the consensus estimate of $0.03 by 166.67% [1] Revenue Breakdown - Product revenues reached $349.71 million, surpassing the average estimate of $326.36 million by 3.5% year-over-year [4] - Service revenues totaled $797.37 million, slightly below the estimated $809.34 million, marking a year-over-year decline of 1.8% [4] - Defense and Advanced Technologies revenue was $322.12 million, exceeding the average estimate of $310.21 million [4] - Communication Services revenue amounted to $824.97 million, slightly above the estimated $819.27 million [4] Performance Metrics - ViaSat's shares have returned +28.6% over the past month, outperforming the Zacks S&P 500 composite's +13.1% 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]

For the quarter ended March 2025, Fidelis Insurance Holdings (FIHL) reported revenue of $652.5 million, up 25.5% over the same period last year. EPS came in at -$0.41, compared to $0.74 in the year-ago quarter.The reported revenue represents a surprise of -0.55% over the Zacks Consensus Estimate of $656.08 million. With the consensus EPS estimate being -$0.43, the EPS surprise was +4.65%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations ...

Core Insights - Cisco Systems reported revenue of $14.15 billion for the quarter ended April 2025, reflecting an 11.4% increase year-over-year and a surprise of +0.65% over the Zacks Consensus Estimate of $14.06 billion [1] - The earnings per share (EPS) was $0.96, up from $0.88 in the same quarter last year, with a surprise of +5.49% compared to the consensus estimate of $0.91 [1] Revenue Breakdown - Product revenue reached $10.37 billion, exceeding the six-analyst average estimate of $10.08 billion, marking a year-over-year increase of +15% [4] - Service revenue was reported at $3.78 billion, slightly below the $3.82 billion average estimate, with a year-over-year change of +2.6% [4] - Security product revenue was $2.01 billion, lower than the estimated $2.21 billion, but showed a significant year-over-year increase of +54.4% [4] - Observability product revenue was $261 million, compared to the average estimate of $276.09 million [4] - Networking product revenue was $7.07 billion, surpassing the estimated $6.76 billion, with a year-over-year increase of +8.4% [4] - Collaboration product revenue was $1.03 billion, exceeding the five-analyst average estimate of $1 billion, representing a year-over-year change of +4.5% [4] Gross Margin Performance - Non-GAAP gross margin for services was $2.69 billion, slightly below the estimated $2.72 billion [4] - Non-GAAP gross margin for products was $7.01 billion, exceeding the estimated $6.66 billion [4] Stock Performance - Cisco shares have returned +8% over the past month, compared to the Zacks S&P 500 composite's +9.9% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Here is how Comcast performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: View all Key Company Metrics for Comcast here>>> Shares of Comcast have returned -7.8% over the past month versus the Zacks S&P 500 composite's -5.1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term. Customer relationships - Total Connectivity & Platforms Customer Relationships ...