Core Insights - Tapestry's international operations are crucial for understanding its financial strength and growth potential [1][2] - The company's total revenue for the quarter ending June 2025 was $1.72 billion, reflecting an 8.3% year-over-year increase [4] International Revenue Breakdown - Greater China contributed $273.9 million, accounting for 15.9% of total revenue, surpassing the consensus estimate by 11.87% [5] - Other International generated $141.4 million, constituting 8.2% of total revenue, falling short of projections by 5.86% [6] - Other Asia contributed $204.7 million, making up 11.9% of total revenue, also missing expectations by 2.35% [7] Revenue Projections - Analysts forecast Tapestry's total revenue for the current fiscal quarter to be $1.55 billion, a 3.1% increase from the prior year [8] - For the entire year, total revenue is projected at $7.2 billion, representing a 2.7% improvement from the previous year [9] Market Trends and Stock Performance - Tapestry's stock has declined by 2.6% over the past month, while the S&P 500 has increased by 3.5% [13] - In the last three months, Tapestry's stock price has risen by 31.1%, outperforming the S&P 500's 9.3% increase [13]

Core Insights - Capri Holdings' international operations are crucial for understanding its financial resilience and growth potential [1][2] - The company's total revenue for the quarter ending June 2025 was $797 million, a decrease of 25.3% year-over-year [4] International Revenue Analysis - EMEA generated $228 million, accounting for 28.6% of total revenue, exceeding Wall Street's expectation of $213.7 million by +6.69% [5] - Asia contributed $110 million, representing 13.8% of total revenue, falling short of the expected $112.31 million by -2.06% [6] - For the upcoming fiscal quarter, total revenue is projected at $828 million, a decline of 23.3% year-over-year, with EMEA and Asia expected to contribute 29.8% ($246.49 million) and 9.6% ($79.12 million) respectively [7] - For the full year, total revenue is anticipated to be $3.42 billion, reflecting a 23% decline from the previous year, with EMEA and Asia expected to account for 28% ($957.53 million) and 11.5% ($394.21 million) respectively [8] Market Context - The dependency on global markets presents both opportunities and risks for Capri Holdings, making the monitoring of international revenue trends essential for predicting future performance [9][10] - The stock has appreciated by 2.3% over the past four weeks, in line with the Zacks S&P 500 composite, while over three months, it has increased by 6.1%, compared to the S&P 500's 13.2% rise [13]

Core Viewpoint - Analyzing Oracle's international operations is essential for understanding its financial strength and growth potential, especially given its extensive global presence [1][2][3] Group 1: International Revenue Performance - Oracle's total revenue for the quarter ending February 2025 was $14.13 billion, reflecting a 6.4% increase year-over-year [4] - The Europe, Middle East, and Africa (EMEA) region contributed $3.42 billion, accounting for 24.21% of total revenue, but showed a surprise decline of -1.63% compared to analyst expectations [5] - Asia-Pacific generated $1.71 billion, representing 12.09% of total revenue, with a surprise decline of -4.79% from projections [6] Group 2: Future Revenue Projections - Analysts project Oracle's total revenue for the current fiscal quarter to reach $15.58 billion, a 9% increase from the same quarter last year, with EMEA expected to contribute $3.86 billion (24.8%) and Asia-Pacific $1.99 billion (12.8%) [7] - For the entire fiscal year, total revenue is forecasted at $57.28 billion, an 8.2% improvement from the previous year, with EMEA contributing $13.94 billion (24.4%) and Asia-Pacific $7.24 billion (12.6%) [8] Group 3: Market Dynamics and Challenges - Relying on international markets presents both opportunities and challenges for Oracle, making the analysis of international revenue trends crucial for forecasting future performance [9][10]