Core Insights - Commvault Systems reported a revenue of $281.98 million for the quarter ended June 2025, reflecting a year-over-year increase of 25.5% and surpassing the Zacks Consensus Estimate by 4.96% [1] - The company's EPS for the quarter was $1.01, up from $0.85 in the same quarter last year, resulting in an EPS surprise of 4.12% over the consensus estimate of $0.97 [1] Financial Performance Metrics - Annualized Recurring Revenue (ARR) reached $996.20 million, exceeding the average estimate of $965.47 million from three analysts [4] - Revenue from perpetual licenses was reported at $7.34 million, significantly below the average estimate of $13.06 million, marking a year-over-year decline of 46.6% [4] - Revenue from other services was $13.9 million, surpassing the average estimate of $10.32 million, with a year-over-year increase of 31.5% [4] - Customer support revenue was $79.02 million, slightly above the average estimate of $76.52 million, reflecting a year-over-year growth of 3.6% [4] - Subscription revenue amounted to $181.73 million, exceeding the average estimate of $168.78 million, with a substantial year-over-year increase of 46.5% [4] Stock Performance - Commvault's shares have returned -6.3% over the past month, contrasting with the Zacks S&P 500 composite's increase of 3.6% [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), indicating potential for outperformance in the near term [3]

Core Viewpoint - Dell Technologies is set to report its quarterly earnings, with traders expecting a stock price movement of approximately 9% in either direction following the announcement [1] Group 1: Earnings Expectations - Analysts predict Dell will report revenue of $23.1 billion and adjusted earnings of $1.70 per share for the quarter [2] - Dell has consistently exceeded consensus EPS estimates for the last 12 quarters, indicating a strong earnings performance history [2] Group 2: Historical Stock Reactions - Historical data shows that Dell's stock does not consistently rise following positive earnings surprises, with a 62.5% occurrence of stock price declines the day after earnings over the past eight quarters [3] - Specific stock price changes following earnings announcements over the past two years include a decline of 1.8% on May 30, 2023, and a rise of 5.5% on August 31, 2023, among others [3]

Core Insights - Agilysys reported revenue of $74.27 million for the quarter ended March 2025, reflecting a year-over-year increase of 19.4% and surpassing the Zacks Consensus Estimate by 4.20% [1] - The company's EPS for the quarter was $0.54, significantly higher than the $0.32 reported in the same quarter last year, resulting in an EPS surprise of 107.69% compared to the consensus estimate of $0.26 [1] Revenue Breakdown - Net revenue from Products was $10.25 million, slightly above the average estimate of $10.03 million, but down 6.7% year-over-year [4] - Subscription and maintenance revenue reached $46.20 million, exceeding the average estimate of $45.39 million, with a year-over-year increase of 26.3% [4] - Professional services revenue was reported at $17.83 million, surpassing the estimated $15.85 million, marking a 21.7% increase compared to the previous year [4] Stock Performance - Agilysys shares have returned 23.8% over the past month, outperforming the Zacks S&P 500 composite, which saw a 13.1% 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 - Federal Realty Investment Trust (FRT) reported a revenue of $309.15 million for the quarter ended March 2025, reflecting a 6.1% increase year-over-year and a surprise of +0.72% over the Zacks Consensus Estimate of $306.93 million [1] - The earnings per share (EPS) for the quarter was $1.70, significantly higher than the $0.66 reported in the same quarter last year, with an EPS surprise of +0.59% compared to the consensus estimate of $1.69 [1] Revenue Breakdown - Rental income was reported at $302.29 million, slightly below the estimated $305.73 million, marking a year-over-year increase of +3.9% [4] - Mortgage interest income remained stable at $0.28 million, matching the estimate but showing a -1.1% decline from the previous year [4] - Percentage rents from rental income were reported at $4.46 million, below the $4.70 million estimate, representing a -6.7% change year-over-year [4] - Cost reimbursement from rental income was $63.27 million, exceeding the estimated $57.62 million, with an increase of +11.9% compared to the year-ago quarter [4] - Other rental income was reported at $12.34 million, slightly below the $12.56 million estimate, showing a +0.9% change year-over-year [4] - Net Earnings Per Share (Diluted) was $0.72, surpassing the average estimate of $0.68 from five analysts [4] Stock Performance - Over the past month, shares of Federal Realty Investment Trust have returned +5.3%, while the Zacks S&P 500 composite has seen a +11.3% 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]

Core Insights - National CineMedia (NCMI) reported revenue of $34.9 million for the quarter ended March 2025, reflecting a year-over-year increase of 0.3% and a surprise of +1.16% over the Zacks Consensus Estimate of $34.5 million [1] - The company posted an EPS of -$0.24, which is a decline from -$0.19 a year ago, resulting in an EPS surprise of -20.00% compared to the consensus estimate of -$0.20 [1] Revenue Breakdown - Local and regional advertising revenue was $4.90 million, below the estimated $5.05 million, representing a year-over-year decline of -7.6% [4] - National advertising revenue reached $27.40 million, exceeding the average estimate of $26.70 million, but still showing a year-over-year decrease of -7.1% [4] - Total advertising revenue (excluding beverage) was reported at $32.30 million, surpassing the two-analyst average estimate of $31.90 million, with a year-over-year change of -7.2% [4] - ESA advertising revenue from beverage concessionaire agreements was $2.60 million, slightly below the average estimate of $2.75 million, with no year-over-year change [4] Stock Performance - Shares of National CineMedia have returned -2.4% over the past month, contrasting with the Zacks S&P 500 composite's +11.5% 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]