Core Insights - Vornado reported revenue of $453.71 million for the quarter ended December 2025, a year-over-year decline of 0.9%, with an EPS of $0.55 compared to $0.01 a year ago, indicating a significant improvement in earnings despite the revenue drop [1] - The revenue exceeded the Zacks Consensus Estimate of $434.77 million by 4.36%, while the EPS fell short of the consensus estimate of $0.57 by 3.05% [1] Financial Performance Metrics - Vornado's shares have returned -9.4% over the past month, underperforming the Zacks S&P 500 composite's -0.2% change, and currently holds a Zacks Rank 4 (Sell) [3] - Occupancy rates in New York were reported at 90%, surpassing the average estimate of 88.5% by four analysts [4] - Total property square footage in New York was 20,907.00 Ksq ft, slightly below the three-analyst average estimate of 21,036.00 Ksq ft [4] - New York retail occupancy was 79.4%, slightly below the average estimate of 80.1% [4] - New York office occupancy was reported at 91.2%, exceeding the average estimate of 89.8% [4] Revenue Breakdown - Total revenues from New York amounted to $374.81 million, compared to the estimated $348.51 million, reflecting a -2.3% change year-over-year [4] - Total rental revenues were $382.14 million, slightly below the average estimate of $382.95 million, representing a -4.1% year-over-year change [4] - Fee and other income from management and leasing fees was $2.61 million, below the average estimate of $2.85 million, with a year-over-year change of +3.6% [4] - Tenant expense reimbursements totaled $38.37 million, significantly lower than the estimated $42.7 million, reflecting a -15.2% change year-over-year [4] - Other income was reported at $27.71 million, exceeding the average estimate of $18.33 million, with a year-over-year change of +41.4% [4] - BMS cleaning fees amounted to $41.25 million, surpassing the average estimate of $36.98 million, with a year-over-year change of +10.9% [4] - Amortization of acquired below-market leases, net, was reported at $0.1 million, below the estimated $0.15 million, reflecting a -48.7% change year-over-year [4]

Core Insights - Cinemark Holdings reported revenue of $940.5 million for the quarter ended June 2025, reflecting a year-over-year increase of 28.1% [1] - The earnings per share (EPS) for the quarter was $0.63, up from $0.32 in the same quarter last year, but below the consensus estimate of $0.78, resulting in an EPS surprise of -19.23% [1] Financial Performance Metrics - The average ticket price in the U.S. Operating Segment was $10.39, exceeding the analyst estimate of $10.13, while the International Operating Segment's average ticket price was $3.99, above the $3.79 estimate [4] - Concession revenues per patron in the U.S. Operating Segment were $8.34, slightly above the $8.29 estimate [4] - Attendance in the International Operating Segment was 21 million, below the average estimate of 24.95 million [4] - Revenue from U.S. Operating Segment Admissions was $383.4 million, slightly below the estimate of $385.42 million, but represented a year-over-year increase of 33.4% [4] - Revenue from International Operating Segment Admissions was $83.7 million, below the estimated $90.91 million, but showed a year-over-year increase of 6.8% [4] - U.S. Operating Segment Concession revenue was $307.6 million, below the estimate of $312.29 million, with a year-over-year increase of 32.9% [4] - International Operating Segment Concession revenue was $70.1 million, below the estimate of $72.65 million, reflecting a year-over-year increase of 14% [4] - Revenue from U.S. Operating Segment Other was $68.3 million, exceeding the estimate of $64.34 million, with a year-over-year increase of 28.4% [4] - Total revenue from Admissions was $467.1 million, slightly below the estimate of $472.97 million, with a year-over-year increase of 27.7% [4] - Total revenue from Other was $95.7 million, above the estimate of $90.45 million, with a year-over-year increase of 26.8% [4] - Total revenue from Concession was $377.7 million, below the estimate of $382.7 million, with a year-over-year increase of 29% [4] Stock Performance - Cinemark's shares have returned -12.5% over the past month, contrasting with the Zacks S&P 500 composite's increase of 2.3% [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 - InterDigital reported a revenue of $210.51 million for the quarter ended March 2025, reflecting a year-over-year decline of 20.1% [1] - The earnings per share (EPS) for the quarter was $4.21, an increase from $3.58 in the same quarter last year, resulting in an EPS surprise of +13.17% against the consensus estimate of $3.72 [1] Revenue Performance - Revenue from the smartphone program was $184 million, significantly exceeding the three-analyst average estimate of $80.84 million, marking a year-over-year increase of +148.6% [4] - Revenue from CE, IoT/Auto was reported at $26.30 million, surpassing the average estimate of $19.83 million, with a year-over-year change of +18.9% [4] - Catch-up revenues amounted to $84.79 million, which was above the average estimate of $73.14 million, but represented a year-over-year decline of -49.1% [4] Stock Performance - InterDigital's shares have returned -3.5% over the past month, compared to a -0.7% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), indicating potential for outperformance in the near term [3]