Group 1: Earnings Performance - Warner Bros. Discovery reported quarterly earnings of $0.63 per share, significantly beating the Zacks Consensus Estimate of a loss of $0.16 per share, and improving from a loss of $4.07 per share a year ago [1] - The earnings surprise was +493.75%, contrasting with a previous quarter where the company had a loss of $0.18 per share against an expected loss of $0.12, resulting in a surprise of -50% [2] - Over the last four quarters, the company has surpassed consensus EPS estimates two times [2] Group 2: Revenue Performance - The company posted revenues of $9.81 billion for the quarter ended June 2025, which missed the Zacks Consensus Estimate by 0.15%, but showed an increase from year-ago revenues of $9.71 billion [3] - Warner Bros. Discovery has not been able to beat consensus revenue estimates over the last four quarters [3] Group 3: Stock Performance and Outlook - Warner Bros. Discovery shares have increased by approximately 21% since the beginning of the year, outperforming the S&P 500's gain of 7.9% [4] - The future performance of the stock will depend on management's commentary during the earnings call and the company's earnings outlook [4][5] - The current consensus EPS estimate for the coming quarter is $0.17 on revenues of $9.25 billion, and for the current fiscal year, it is -$0.04 on revenues of $37.91 billion [8] Group 4: Industry Context - The Broadcast Radio and Television industry, to which Warner Bros. Discovery belongs, is currently ranked in the bottom 39% of over 250 Zacks industries, indicating potential challenges ahead [9] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Warner Bros. Discovery's stock performance [6]

Fox (FOXA) came out with quarterly earnings of $1.27 per share, beating the Zacks Consensus Estimate of $1.01 per share. This compares to earnings of $0.9 per share a year ago. These figures are adjusted for non- recurring items. There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have change ...

Core Insights - Bilibili (BILI) has a strong history of beating earnings estimates and is positioned well for future earnings reports [1][2] - The company has shown an average surprise of 53.57% over the last two quarters, indicating strong performance [2] - Recent estimates for Bilibili have been increasing, with a positive Earnings ESP of +5.88%, suggesting bullish sentiment among analysts [5][8] Earnings Performance - In the most recent quarter, Bilibili was expected to report earnings of $0.12 per share but reported $0.06 per share, resulting in a surprise of 100.00% [2] - For the previous quarter, the consensus estimate was $0.14 per share, while the actual earnings were $0.15 per share, leading to a surprise of 7.14% [2] Earnings ESP and Zacks Rank - The Zacks Earnings ESP for Bilibili is currently positive, which is a strong indicator of potential earnings beats [5][8] - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [6] - Bilibili holds a Zacks Rank of 1 (Strong Buy), further enhancing the likelihood of an earnings beat [8]

Wall Street expects a year-over-year decline in earnings on lower revenues when Gray Media (GTN) reports results for the quarter ended June 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on August 8, might help the stock move higher if these key numbers are better than expectations. On ...

Company Overview - Gray Media (GTN) experienced a decline of 4.65% in its stock price, closing at $4.51, which underperformed compared to the S&P 500's daily loss of 0.37% [1] - Over the past month, shares of Gray Media have decreased by 2.87%, lagging behind the Consumer Discretionary sector's loss of 2.48% and the S&P 500's gain of 2.68% [1] Financial Performance Expectations - Gray Media is set to announce its earnings on August 8, 2025, with an anticipated EPS of -$0.34, indicating a significant decline of 477.78% compared to the same quarter of the previous year [2] - The full-year Zacks Consensus Estimates predict earnings of -$0.72 per share and revenue of $3.15 billion, reflecting year-over-year changes of -121.43% and -13.67%, respectively [3] Analyst Estimates and Market Sentiment - Recent adjustments to analyst estimates for Gray Media are crucial as they indicate changing business trends, with positive revisions suggesting optimism about the company's outlook [3] - The Zacks Rank system, which evaluates estimate changes, currently ranks Gray Media at 3 (Hold), indicating a neutral sentiment [5] Industry Context - The Broadcast Radio and Television industry, which includes Gray Media, is part of the Consumer Discretionary sector and holds a Zacks Industry Rank of 163, placing it in the bottom 35% of over 250 industries [6] - Research indicates that industries in the top 50% of the Zacks Industry Rank outperform those in the bottom half by a factor of 2 to 1 [6]

Core Viewpoint - Sirius XM reported quarterly earnings of $0.57 per share, missing the Zacks Consensus Estimate of $0.79 per share, representing a -27.85% earnings surprise [1] - The company posted revenues of $2.14 billion for the quarter, slightly surpassing the Zacks Consensus Estimate by 0.30%, but down from $2.18 billion year-over-year [2] Financial Performance - Earnings per share (EPS) for the previous year was $0.80, indicating a decline in earnings [1] - Over the last four quarters, Sirius XM has surpassed consensus EPS estimates only once [2] - The current consensus EPS estimate for the upcoming quarter is $0.77, with revenues expected to be $2.14 billion, and for the current fiscal year, the EPS estimate is $2.85 on revenues of $8.52 billion [7] Market Position - Sirius XM shares have increased by approximately 0.6% since the beginning of the year, underperforming compared to the S&P 500's gain of 8.2% [3] - The company currently holds a Zacks Rank of 5 (Strong Sell), indicating expectations of underperformance in the near future [6] Industry Outlook - The Broadcast Radio and Television industry, to which Sirius XM belongs, is currently ranked in the bottom 35% of over 250 Zacks industries, suggesting a challenging environment [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Sirius XM's stock performance [5]

For those looking to find strong Consumer Discretionary stocks, it is prudent to search for companies in the group that are outperforming their peers. Has Sendas Distribuidora S.A. Sponsored ADR (ASAIY) been one of those stocks this year? A quick glance at the company's year-to-date performance in comparison to the rest of the Consumer Discretionary sector should help us answer this question. Sendas Distribuidora S.A. Sponsored ADR is one of 254 companies in the Consumer Discretionary group. The Consumer Di ...

Revenues are expected to be $354.45 million, down 8.9% from the year-ago quarter. Estimate Revisions Trend The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change. Price, Consensus and EPS ...

Core Insights - Roku is expected to report second-quarter 2025 results on July 31, with projected total net revenues of approximately $1.07 billion, reflecting an 11% year-over-year increase [1][2] - Platform revenues are anticipated to grow by 14% year-over-year, while Devices revenues are expected to decline by 10% year-over-year [1][8] - The company aims for a total gross profit of around $465 million and adjusted EBITDA of approximately $70 million for the first quarter [1] Revenue Estimates - The Zacks Consensus Estimate for second-quarter revenues stands at $1.07 billion, indicating a year-over-year growth of 10.79% [2] - Devices revenues are estimated at $129 million, while Platform revenues are projected at $943 million for the second quarter [13] Earnings Expectations - The consensus estimate for loss is set at 16 cents per share, which represents a year-over-year growth of 33.33% [2] - Roku has an Earnings ESP of +7.41% and holds a Zacks Rank 2 (Buy), suggesting a strong likelihood of an earnings beat [6] Recent Performance - In the last reported quarter, Roku achieved an earnings surprise of 29.63%, consistently beating the Zacks Consensus Estimate in the previous four quarters with an average surprise of 51.15% [5] Strategic Partnerships - Roku has formed partnerships with major companies like Airbnb, Walmart, Amazon, and Adobe, which are expected to enhance its advertising and streaming business [7][8] - The collaboration with Amazon Ads allows Roku to access 80 million U.S. Connected TV households, strengthening its advertising capabilities [11] User Engagement and Subscriptions - Roku has reported significant growth in user engagement, with The Roku Channel experiencing an 84% year-over-year increase in streaming hours [9] - The acquisition of Frndly TV is anticipated to contribute to subscription growth, positively impacting Platform revenues [10] Market Performance - Roku's shares have increased by 25.7% year-to-date, outperforming the Zacks Consumer Discretionary sector and the S&P 500 index, which grew by 10% and 8.2%, respectively [14] Valuation Metrics - Roku currently trades at a price-to-cash flow ratio of 42.49X, significantly higher than the industry average of 32.84X, indicating high growth expectations from investors [17] Investment Considerations - The company demonstrates strong platform fundamentals with robust user engagement and expanding partnerships, positioning it well for continued growth [20] - Innovations in monetization and successful collaborations highlight Roku's adaptability in the evolving streaming landscape [21]

Company Performance - Gray Media's stock was down 3.31% at $4.97, underperforming the S&P 500's daily gain of 0.4% [1] - Over the previous month, Gray Media's shares gained 12.97%, outperforming the Consumer Discretionary sector's gain of 2.16% and the S&P 500's gain of 4.61% [1] Earnings Forecast - Gray Media is scheduled to release its earnings on August 8, 2025, with an expected EPS of -$0.34, indicating a 477.78% decline compared to the same quarter last year [2] - For the entire year, Zacks Consensus Estimates forecast an EPS of -$0.72 and revenue of $3.15 billion, reflecting changes of -121.43% and -13.67% respectively compared to the previous year [3] Analyst Revisions and Rankings - Recent revisions to analyst forecasts for Gray Media are important as they reflect near-term business trends, with positive revisions indicating analyst optimism [3] - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently ranks Gray Media at 3 (Hold) [5] - The Zacks Rank has a track record of superior performance, with 1 stocks contributing an average annual return of +25% since 1988 [5] Industry Context - The Broadcast Radio and Television industry, part of the Consumer Discretionary sector, holds a Zacks Industry Rank of 153, placing it in the bottom 39% of over 250 industries [6] - The Zacks Industry Rank measures the strength of industry groups by the average Zacks Rank of individual stocks, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [6]