Core Viewpoint - Analysts forecast Walt Disney (DIS) will report quarterly earnings of $1.47 per share, reflecting a year-over-year increase of 5.8%, with revenues expected to reach $23.67 billion, a 2.2% increase compared to the previous year [1]. Earnings Estimates - The consensus EPS estimate has been revised 0.5% lower over the last 30 days, indicating a collective reevaluation by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue Projections - Analysts predict 'Revenue- Sports' will reach $4.48 billion, a decrease of 1.7% year-over-year [5]. - 'Revenue- Entertainment' is expected to be $10.75 billion, indicating a year-over-year increase of 1.6% [5]. - 'Revenue- Experiences' is projected to reach $8.79 billion, reflecting a 4.8% increase from the previous year [5]. - 'Revenue- Entertainment- Content Sales/Licensing and Other' is forecasted at $2.16 billion, suggesting a 2.1% year-over-year increase [6]. Subscriber Metrics - The number of paid subscribers for ESPN+ is expected to be 24.45 million, down from 24.90 million in the same quarter last year [6]. - For Hulu, the number of paid subscribers is projected at 54.41 million, up from 51.10 million a year ago [8]. - The average monthly revenue per paid subscriber for ESPN+ is estimated at $6.60, compared to $6.23 last year [8]. - The average monthly revenue per paid subscriber for Hulu - SVOD Only is projected at $11.48, down from $12.73 a year ago [9]. - The average monthly revenue per paid subscriber for Hulu - Live TV + SVOD is expected to reach $101.65, up from $96.11 last year [9]. - The number of paid subscribers for Disney+ in the U.S. and Canada is expected to be 58.71 million, compared to 54.80 million in the same quarter last year [10]. Stock Performance - Over the past month, Disney shares have returned -3.9%, while the Zacks S&P 500 composite has increased by 2.3% [11]. - Disney currently holds a Zacks Rank 2 (Buy), suggesting potential outperformance in the near future [11].

Core Viewpoint - Analysts forecast that Corteva, Inc. (CTVA) will report quarterly earnings of $1.89 per share, reflecting a year-over-year increase of 3.3%, with anticipated revenues of $6.23 billion, showing a 1.9% increase compared to the previous year [1]. Earnings Estimates - The consensus EPS estimate has been revised upward by 3.1% in the past 30 days, indicating a reassessment by covering analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue Forecasts - Analysts predict 'Revenue- Seed' at $4.46 billion, a change of +3.1% year-over-year [5]. - 'Revenue- Crop Protection' is expected to be $1.80 billion, reflecting a +1% change from the prior year [5]. - 'Revenue- Crop Protection- Other' is forecasted to reach $88.17 million, indicating a significant decline of -48.1% year-over-year [5]. - 'Revenue- Seed- Other' is estimated at $168.43 million, showing a +16.2% increase from the previous year [6]. - 'Revenue- Crop Protection- Herbicides' is projected at $951.43 million, a slight increase of +0.6% [6]. - 'Revenue- Crop Protection- Insecticides' is expected to be $413.11 million, reflecting a -0.5% change [7]. - 'Revenue- Crop Protection- Fungicides' is forecasted at $261.53 million, indicating a +4.6% change [7]. - 'Revenue- Seed- Soybean' is estimated at $1.31 billion, showing a -0.4% change [7]. - 'Revenue- Seed- Corn' is projected at $2.74 billion, reflecting a +2% change [8]. - 'Revenue- Seed- Other oilseeds' is expected to reach $218.94 million, indicating a +17.7% change [8]. Operating Metrics - 'Operating EBITDA- Seed' is expected to be $1.77 billion, compared to $1.70 billion from the previous year [8]. - 'Operating EBITDA- Crop Protection' is projected at $249.65 million, down from $255.00 million reported in the same quarter last year [9]. Stock Performance - Corteva, Inc. shares have decreased by -6.5% in the past month, contrasting with the Zacks S&P 500 composite's +2.3% performance [10].

Core Viewpoint - Boyd Gaming (BYD) is expected to report quarterly earnings of $1.67 per share, a 5.7% increase year-over-year, with revenues projected at $980.29 million, reflecting a 1.3% increase compared to the previous year [1]. Earnings Estimates - The consensus EPS estimate has been revised downward by 2.3% over the past 30 days, indicating a reassessment by analysts [2]. - Prior revisions to earnings projections are crucial for predicting investor behavior and stock price performance [3]. Revenue Projections - Analysts predict 'Revenues- Online' to be $139.48 million, a 7.4% increase from the year-ago quarter [5]. - 'Revenues by Segment- Downtown Las Vegas' is estimated at $56.10 million, a decrease of 2.8% year-over-year [5]. - 'Revenues by Segment- Midwest and South' is expected to reach $531.53 million, indicating a 1.9% increase [5]. - 'Revenues by Segment- Managed & Other' is projected at $34.94 million, a 5.6% increase from the prior year [6]. - 'Revenues by Segment- Las Vegas Locals' is estimated at $221.91 million, reflecting a 1.4% decrease year-over-year [6]. Adjusted EBITDAR Estimates - 'Adjusted EBITDAR- Online' is forecasted to be $18.72 million, up from $17.06 million in the same quarter last year [7]. - 'Adjusted EBITDAR- Managed & Other' is expected to reach $24.01 million, compared to $23.14 million a year ago [7]. - 'Adjusted EBITDAR- Downtown Las Vegas' is projected at $20.91 million, down from $22.02 million in the previous year [8]. - 'Adjusted EBITDAR- Midwest and South' is estimated at $195.56 million, slightly up from $195.46 million year-over-year [8]. - 'Adjusted EBITDAR- Las Vegas Locals' is expected to be $105.06 million, down from $109.25 million in the prior year [9]. Stock Performance - Boyd shares have increased by 7.2% over the past month, outperforming the Zacks S&P 500 composite, which rose by 5.9% [9].

Core Viewpoint - Analysts forecast Moody's (MCO) will report quarterly earnings of $3.42 per share, reflecting a year-over-year increase of 4.3%, with anticipated revenues of $1.85 billion, up 1.8% from the previous year [1]. Earnings Estimates - Over the last 30 days, the consensus EPS estimate has been revised upward by 1.5%, indicating analysts' reassessment of their initial forecasts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue Projections - Analysts estimate that 'Revenue- Total external customers- Moody's investor services' will reach $977.85 million, down 3.7% year-over-year, while 'Revenue- Total external customers- Moody's Analytics' is projected at $871.28 million, up 8.6% [5]. - 'Revenue- Moody's Analytics- Decision Solutions' is expected to be $409.35 million, reflecting an 11.8% increase year-over-year. 'Revenue- Moody's Analytics- Data and Information' is estimated at $222.57 million, up 6%, and 'Revenue- Moody's Analytics- Research and Insights' at $239.93 million, up 6.2% [6]. - The consensus for 'Revenue- Moody's investor services' is $1.03 billion, indicating a 3.1% decrease from the prior year, while 'Revenue- Moody's Analytics' is projected at $875.94 million, up 8.7% [8]. - Specific revenue estimates include 'Revenue- Moody's investor services- Recurring' at $336.58 million, up 4.2%, and 'Revenue- Moody's investor services- Transaction' at $640.27 million, down 7.5% [7][8]. - 'Revenue- Moody's investor services- Public, project and infrastructure finance' is expected to reach $164.17 million, up 6.6%, and 'Revenue- Moody's investor services- Financial institutions' at $197.98 million, up 1.5% [9]. Stock Performance - Over the past month, Moody's shares have returned +6.8%, outperforming the Zacks S&P 500 composite's +5.4% change, suggesting that MCO will likely perform in line with the overall market in the upcoming period [9].

Core Insights - Analysts project Nutanix (NTNX) will report quarterly earnings of $0.38 per share, a 35.7% increase year over year, with revenues expected to reach $626.12 million, reflecting a 19.4% increase from the same quarter last year [1] Earnings Estimates - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a collective reevaluation by analysts [1][2] - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock performance [2] Revenue Projections - Analysts estimate 'Revenue- Support, entitlements and other services' at $311.14 million, a 15.6% increase year over year [4] - 'Revenue- Product' is projected to reach $307.45 million, indicating a year-over-year change of 20.4% [4] - 'Disaggregation of Revenue- Professional services revenue' is expected to be $28.12 million, a 7.2% increase from the prior year [5] - 'Disaggregation of Revenue- Subscription revenue' is estimated at $594.37 million, reflecting a 22.1% increase from the previous year [5] Additional Revenue Insights - 'Disaggregation of Revenue- Non-portable software revenue' is forecasted to be $2.59 million, showing a significant decline of 76.7% year over year [6] - 'Annual Contract Value Billings (ACV Billings)' is expected to be $364.13 million, up from $288.85 million in the same quarter last year [6] Billing and Customer Metrics - Total Billings are projected to reach $676.02 million, compared to $557.29 million a year ago [7] - Annual Recurring Revenue (ARR) is expected to be $2.17 billion, up from $1.82 billion in the same quarter last year [7] - Total end customers are estimated to be 28,457, an increase from 25,860 year over year [7] Disaggregation of Billings - 'Disaggregation of billings - Professional services billings' is estimated at $32.78 million, compared to $29.65 million last year [8] - 'Disaggregation of billings - Subscription billings' is projected to reach $616.58 million, up from $515.92 million in the same quarter last year [8] Stock Performance - Nutanix shares have increased by 21.5% in the past month, outperforming the Zacks S&P 500 composite, which rose by 10.7% [8]

Core Viewpoint - Analysts forecast a decline in Best Buy's quarterly earnings and revenues, indicating potential challenges for the company in the upcoming earnings release [1][2]. Earnings Estimates - Best Buy is expected to report earnings of $1.09 per share, reflecting a year-over-year decline of 9.2% [1]. - Revenue is anticipated to be $8.77 billion, showing a slight decline of 0.9% compared to the same quarter last year [1]. Revisions and Trends - The consensus EPS estimate has been revised upward by 0.2% over the past 30 days, indicating a reappraisal by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue by Product Category - Revenue from Domestic Computing and Mobile Phones is projected to be $3.53 billion, down 1.7% from the prior year [5]. - Revenue from Domestic Consumer Electronics is expected to reach $2.36 billion, reflecting a minimal decline of 0.1% [5]. - Domestic Appliances revenue is estimated at $1.07 billion, down 2.2% year-over-year [6]. - Revenue from Domestic Entertainment is forecasted to be $508.85 million, indicating a decline of 2.1% [6]. Geographic Revenue - Domestic revenue is estimated at $8.11 billion, down 1.1% from the previous year [7]. - International revenue is projected to be $639.25 million, reflecting a decrease of 0.7% [7]. Store Metrics - The total number of stores is expected to be 1,114, down from 1,117 in the same quarter last year [8]. - Domestic Yardbird Stand-Alone Stores are projected to be 21, compared to 23 a year ago [8]. - The number of Domestic U.S. Best Buy Outlet Centers is estimated at 25, up from 23 last year [8]. - Internationally, Canada Best Buy Mobile Stand-Alone Stores are expected to be 31, down from 32 [9]. - The number of Canada Best Buy Stores is projected to be 129, slightly up from 128 in the previous year [9]. Stock Performance - Over the past month, Best Buy shares have returned +7.2%, while the Zacks S&P 500 composite has returned +10.7% [9]. - Best Buy currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance in the near future [9].

Core Viewpoint - Cenovus Energy (CVE) is expected to report quarterly earnings of $0.29 per share, reflecting a 37% decline year-over-year, with revenues projected at $9.55 billion, a decrease of 3.9% compared to the previous year [1]. Earnings Projections - The consensus EPS estimate has been revised downward by 1.6% in the last 30 days, indicating a reassessment by analysts [2]. - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3]. Key Metrics Estimates - Analysts estimate 'Total Upstream Production' to reach 819.24 million barrels of oil equivalent per day, up from 800.9 million barrels in the same quarter last year [5]. - 'Upstream - Total Conventional Natural Gas Production' is expected to be 867.71 million cubic feet per day, compared to 855.8 million cubic feet in the same quarter last year [6]. - 'Upstream - Crude Oil and Natural Gas Liquids - Total Oil Sands Production - Foster Creek' is projected at 200.50 million barrels per day, an increase from 196 million barrels in the same quarter last year [7]. - 'Upstream - Crude Oil and Natural Gas Liquids - Total Oil Sands Production - Christina Lake' is estimated at 238.10 million barrels per day, slightly up from 236.5 million barrels in the same quarter last year [8]. - The estimate for 'Upstream - Crude Oil and Natural Gas Liquids - Total Oil Sands Production - Sunrise' stands at 51.80 million barrels per day, compared to 48.8 million barrels in the same quarter last year [9]. - 'Upstream - Crude Oil and Natural Gas Liquids - Total Oil Sands Production - Lloydminster Therma' is expected to reach 109.38 million barrels per day, down from 114.1 million barrels in the same quarter last year [10]. - 'Upstream - Crude Oil and Natural Gas Liquids - Total Oil Sands Production - Lloydminster Conventional Heavy Oil' is projected at 18.90 million barrels per day, up from 17.9 million barrels in the same quarter last year [11]. - The total estimate for 'Upstream - Crude Oil and Natural Gas Liquids - Total Oil Sands Production' is 618.68 million barrels per day, compared to 613.3 million barrels in the same quarter last year [12]. - 'Downstream - Total Canadian Refining - Heavy Crude Oil Unit Throughput' is expected to be 103.14 million barrels per day, down from 104.1 million barrels in the same quarter last year [13]. - 'Downstream - Total U.S. Refining - Crude Oil Unit Throughput' is projected at 554.13 million barrels per day, compared to 551.1 million barrels in the same quarter last year [13]. - 'Total upstream production - Total Conventional segment production' is estimated at 126.33 million barrels of oil equivalent per day, compared to 27.3 million barrels in the same quarter last year [14]. - 'Total upstream production - Total Offshore segment production' is expected to be 67.58 million barrels of oil equivalent per day, up from 64.9 million barrels in the same quarter last year [15]. Stock Performance - Shares of Cenovus have returned +4.2% over the past month, while the Zacks S&P 500 composite has changed by +11.5%, indicating that CVE is expected to mirror overall market performance in the near future [15].

Core Viewpoint - Block (XYZ) is expected to report quarterly earnings of $0.88 per share, a 3.5% increase year-over-year, with revenues projected at $6.18 billion, reflecting a 3.8% year-over-year growth [1]. Earnings Estimates - Over the past 30 days, the consensus EPS estimate has been revised upward by 0.4%, indicating a collective reassessment by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue Projections - Analysts project 'Revenue- Hardware' at $32.20 million, a decrease of 0.9% from the previous year [5]. - 'Revenue- Subscription and services-based' is expected to reach $1.89 billion, an increase of 12.4% year-over-year [5]. - 'Revenue- Transaction-based' is forecasted at $1.59 billion, reflecting a 4.9% year-over-year increase [5]. - 'Revenue- Bitcoin' is estimated at $2.70 billion, a decline of 1.2% from the prior year [6]. - 'Revenue- Square- Total' is projected at $1.86 billion, indicating a 7.8% increase year-over-year [6]. - 'Revenue- Square- Subscription and services-based' is expected to reach $338.32 million, a 14.2% increase from the previous year [7]. - 'Revenue- Cash App- Bitcoin' is projected at $2.63 billion, a decrease of 3.8% year-over-year [8]. - 'Revenue- Cash App- Transaction-based' is estimated at $94.50 million, reflecting a decline of 13.5% from the prior year [8]. Gross Payment Volume - The estimated 'Gross Payment Volume (GPV)' is $58.01 billion, up from $50.50 billion reported in the same quarter last year [9]. Stock Performance - Over the past month, Block shares have returned +7.3%, contrasting with the Zacks S&P 500 composite's -0.8% change [9].