This clue from the last earnings report is signaling a buying opportunity.Duolingo (DUOL +1.68%) stock is down 28% since the company reported third-quarter financial results on Nov. 5, despite exceeding expectations for revenue and subscribers. The stock fell due to soft guidance for the fourth quarter, when the company expects significantly lower growth in bookings.However, growth in revenue or bookings doesn't tell investors about the real health of the business, which is how well Duolingo is retaining it ...

Core Insights - The New York Times is projected to achieve fourth-quarter subscription revenue growth that exceeds Wall Street expectations, driven by its strategy to bundle news with lifestyle and sports content [1] Group 1 - The company's subscription revenue growth is anticipated to be above market forecasts for the fourth quarter [1] - The strategy of bundling news with additional lifestyle and sports content is a key factor in driving this growth [1]

Core Insights - Karooooo's second-quarter financial report shows strong revenue growth and subscriber increases, with overall revenue rising by 21% year over year and Cartrack subscription revenue increasing by 20% [4][9] - The company maintained its fiscal 2026 guidance, expecting Cartrack subscription revenue growth of 16% to 21% and adjusted earnings per share between ZAR32.50 and ZAR35.50 [8][9] Financial Performance - Revenue for Q2 2026 reached ZAR1.34 billion, up from ZAR1.11 billion in Q2 2025, marking a 21% increase and beating expectations [3] - Adjusted earnings per share rose to ZAR8.28, a 13% increase from ZAR7.35 in the previous year, also exceeding expectations [3] - The number of Cartrack subscribers grew by 15% year over year to 2.46 million, with 70,740 net new subscribers added in the second quarter [5] Subscription Revenue and Margins - Subscription revenue from Cartrack accounted for approximately 90% of total revenue, with a 20% increase in this segment [4] - Gross margin slightly decreased to 68%, down from 70%, while operating margin was 26%, down from 27% in the prior year [3][6] - Cartrack's operating margin remained stable at 29% despite overall margin pressures [6] Market Reaction - Following the earnings report, Karooooo's shares fell about 12%, although the stock has more than doubled since the beginning of 2024 [7] - The forward price-to-earnings ratio was around 25 after the decline, down from over 30 earlier in the year [7] Future Outlook - The company expects continued growth in Cartrack subscription revenue and has set a target for adjusted earnings per share for the full year [8]

Core Insights - The New York Times Company (NYT) demonstrated solid performance in Q2 2025, with adjusted earnings per share of 58 cents, exceeding the Zacks Consensus Estimate of 50 cents, and total revenues of $685.9 million, which surpassed the estimate of $669 million, reflecting a year-over-year increase of 9.7% [1][11] Subscription Performance - NYT added approximately 230,000 net digital-only subscribers in the quarter, bringing total subscribers to 11.88 million, with 11.30 million being digital-only [2][5] - Digital-only average revenue per user (ARPU) rose to $9.64 from $9.34 year-over-year, driven by subscribers moving from promotional pricing to higher rate plans [3] - Subscription revenues reached $481.4 million, a 9.6% increase year-over-year, with digital-only subscription revenues increasing by 15.1% to $350.4 million [4][5] Advertising Revenues - Total advertising revenues increased by 12.4% year-over-year to $134 million, with digital advertising revenues rising 18.7% to $94.4 million, while print advertising revenues slightly declined by 0.1% to $39.6 million [6][11] - For Q3, the company anticipates a low-to-mid-single-digit increase in total advertising revenues and a low-double-digit increase in digital advertising revenues [7] Other Revenue Streams - Affiliate, licensing, and other revenues grew by 5.8% year-over-year to $70.5 million, attributed to higher Wirecutter affiliate referral revenues [8] - Adjusted operating costs rose by 6.1% to $552.1 million, with expectations of a 5-6% increase in Q3 [8] Financial Health - The company ended the quarter with cash and marketable securities totaling $951.5 million, an increase of $39.7 million from the previous quarter [14] - NYT repurchased 460,136 shares of its Class A common stock for $23.6 million, with approximately $422.2 million remaining for further repurchases [15]