Core Insights - Cisco Systems (CSCO) reported $14.67 billion in revenue for the quarter ended July 2025, marking a year-over-year increase of 7.6% and an EPS of $0.99 compared to $0.87 a year ago, exceeding Zacks Consensus Estimates for both revenue and EPS [1] Revenue Breakdown - Revenue from Networking products was $7.63 billion, surpassing the average estimate of $7.19 billion, with a year-over-year change of +12.2% [4] - Revenue from Observability products was $259 million, below the estimated $288.55 million, reflecting a +4.4% change year-over-year [4] - Revenue from Services was $3.79 billion, slightly below the average estimate of $3.88 billion, with a year-over-year change of +0.1% [4] - Revenue from Security products was $1.95 billion, below the estimated $2.2 billion, showing a +9.2% change year-over-year [4] - Total Product revenue was $10.89 billion, exceeding the average estimate of $10.72 billion, with a year-over-year change of +10.4% [4] - Revenue from Collaboration products was $1.04 billion, matching the average estimate, with a +2.3% change year-over-year [4] Gross Margin Insights - Non-GAAP Gross Margin for Services was $2.68 billion, slightly below the average estimate of $2.75 billion [4] - Non-GAAP Gross Margin for Products was $7.35 billion, exceeding the average estimate of $7.18 billion [4] Stock Performance - Cisco shares have returned +6.3% over the past month, outperforming the Zacks S&P 500 composite's +3.1% change, with a Zacks Rank 2 (Buy) indicating potential for further outperformance [3]

Core Insights - Akamai Technologies reported revenue of $1.04 billion for the quarter ended June 2025, reflecting a year-over-year increase of 6.5% [1] - Earnings per share (EPS) for the quarter was $1.73, up from $1.58 in the same quarter last year, representing an EPS surprise of +11.61% against the consensus estimate of $1.55 [1] - The reported revenue exceeded the Zacks Consensus Estimate of $1.02 billion by +2.17% [1] Revenue Breakdown - Security revenue was $551.91 million, slightly below the average estimate of $553.57 million, with a year-over-year increase of +10.7% [4] - Compute revenue reached $171.46 million, compared to the average estimate of $173.75 million, marking a year-over-year increase of +13.2% [4] - Delivery revenue was reported at $320.13 million, exceeding the estimated $295.2 million, but showing a year-over-year decline of -2.8% [4] Stock Performance - Over the past month, shares of Akamai Technologies have returned -7.6%, contrasting with the Zacks S&P 500 composite's +1.2% 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 - Organon reported $1.59 billion in revenue for Q2 2025, reflecting a year-over-year decline of 0.8% and an EPS of $1.00, down from $1.12 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $1.55 billion by 2.63%, while the EPS surpassed the consensus estimate of $0.94 by 6.38% [1] Revenue Performance by Segment - Established Brands in the U.S. for Respiratory (Singulair) generated $2 million, slightly above the $1.95 million estimate, with no year-over-year change [4] - Women's Health International for Nexplanon/Implanon NXT achieved $77 million, exceeding the $75.7 million estimate, marking a 10% increase year-over-year [4] - Women's Health U.S. for NuvaRing reported $7 million, matching estimates but showing a 30% decline year-over-year [4] - Women's Health International for Follistim AQ reached $43 million, surpassing the $41.53 million estimate, reflecting a 7.5% increase year-over-year [4] - Women's Health for Nexplanon/Implanon NXT totaled $240 million, below the $258.98 million estimate, with a slight decline of 0.8% year-over-year [4] - Women's Health for Follistim AQ generated $74 million, exceeding the $69.57 million estimate, showing a 19.4% increase year-over-year [4] - Total revenue for Established Brands was $936 million, above the $905.64 million estimate, but down 2.8% year-over-year [4] - Biosimilars total revenue reached $173 million, exceeding the $153.98 million estimate, with a year-over-year increase of 5.5% [4] - Total revenue for Women's Health was $462 million, slightly below the $471.79 million estimate, with a year-over-year increase of 2.9% [4] - Other revenue totaled $23 million, above the $21.74 million estimate, but down 25.8% year-over-year [4] - Women's Health for NuvaRing reported $28 million, exceeding the $22.99 million estimate, with a 3.5% decline year-over-year [4] - Biosimilars for Renflexis generated $63 million, surpassing the $56.8 million estimate, but reflecting an 8.7% decline year-over-year [4] Stock Performance - Organon's shares returned -0.5% over the past month, compared to a +1% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Insights - Bausch + Lomb reported $1.28 billion in revenue for Q2 2025, a 5.1% year-over-year increase, with an EPS of $0.07 compared to $0.13 a year ago, indicating a decline in earnings per share [1] - The revenue exceeded the Zacks Consensus Estimate of $1.25 billion by 2.37%, while the EPS surpassed the consensus estimate of $0.06 by 16.67% [1] Revenue Breakdown - Vision Care revenues reached $753 million, exceeding the average estimate of $742.89 million, reflecting an 8% year-over-year increase [4] - Surgical revenues were reported at $216 million, surpassing the average estimate of $180.14 million, with a year-over-year change of 3.4% [4] - Pharmaceutical revenues totaled $309 million, slightly below the estimated $329.52 million, showing a minor decline of 0.3% year-over-year [4] - Total product sales amounted to $1.27 billion, exceeding the average estimate of $1.25 billion, representing a 4.9% year-over-year increase [4] - Other revenues were reported at $6 million, above the estimated $4 million, marking a significant 100% year-over-year increase [4] Stock Performance - Bausch + Lomb shares have returned +8.9% over the past month, outperforming the Zacks S&P 500 composite's +3.4% change [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), suggesting potential underperformance relative to the broader market in the near term [3]

Core Insights - Consolidated Edison (ED) reported a revenue of $4.8 billion for the quarter ended March 2025, reflecting a year-over-year increase of 12.1% and surpassing the Zacks Consensus Estimate by 8.98% [1] - The earnings per share (EPS) for the quarter was $2.25, slightly below the consensus estimate of $2.30, resulting in an EPS surprise of -2.17% [1] Revenue Performance - Operating revenues for CECONY were $4.44 billion, exceeding the average estimate of $4.09 billion from three analysts [4] - Operating revenues for O&R reached $356 million, surpassing the estimated $313.27 million [4] - O&R's gas operating revenues were $141 million, compared to the average estimate of $102.18 million, marking a year-over-year increase of 24.8% [4] - CECONY's electric operating revenues were $2.69 billion, exceeding the estimate of $2.50 billion, with a 10% increase year-over-year [4] - CECONY's gas operating revenues were $1.40 billion, above the estimate of $1.26 billion, reflecting a 12.7% year-over-year increase [4] - CECONY's steam operating revenues were $354 million, surpassing the estimated $301.58 million, with a year-over-year increase of 23.3% [4] - O&R's electric operating revenues were $215 million, slightly above the estimate of $210.49 million, showing a 10.3% year-over-year increase [4] - Gas operating revenues totaled $1.54 billion, exceeding the average estimate of $1.37 billion, with a year-over-year change of 13.8% [4] - Electric operating revenues were $2.90 billion, surpassing the estimate of $2.71 billion, reflecting a 10.1% year-over-year increase [4] Operating Income - Operating income for O&R was reported at $62 million, exceeding the average estimate of $58.52 million [4] - Operating income for CECONY was $1.07 billion, surpassing the average estimate of $1.02 billion from three analysts [4] Stock Performance - Shares of Consolidated Edison have returned +2.9% over the past month, while the Zacks S&P 500 composite experienced a -0.7% 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]

Core Insights - Boston Properties (BXP) reported revenue of $811.1 million for Q1 2025, reflecting a 2.9% increase year-over-year and a surprise of +2.56% over the Zacks Consensus Estimate of $790.85 million [1] - The company's EPS for the quarter was $1.64, compared to $0.51 in the same quarter last year, with a slight EPS surprise of -0.61% against the consensus estimate of $1.65 [1] Revenue Breakdown - Occupancy rate of in-service properties was 89.4%, exceeding the average analyst estimate of 87.4% [4] - Revenue from parking and other sources was $30.15 million, below the average estimate of $34.56 million, representing a year-over-year decline of -6.4% [4] - Hotel revenue reached $9.60 million, surpassing the average estimate of $8.81 million, with a year-over-year increase of +17.2% [4] - Revenue from development and management services was $9.78 million, exceeding the average estimate of $8.13 million, marking a significant year-over-year growth of +58.8% [4] - Lease revenue was reported at $811.10 million, compared to the average estimate of $790.82 million, indicating a year-over-year increase of +2.9% [4] Stock Performance - Over the past month, shares of Boston Properties have returned -1.4%, compared to a -0.8% change in the Zacks S&P 500 composite [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]