Core Viewpoint - Power Integrations (POWI) reported quarterly earnings of $0.31 per share, exceeding the Zacks Consensus Estimate of $0.28 per share, and showing an increase from $0.18 per share a year ago [1][2] Financial Performance - The earnings surprise for the quarter was 10.71%, with the company previously expected to post earnings of $0.27 per share but actually reporting $0.30, resulting in an 11.11% surprise [2] - The company posted revenues of $105.53 million for the quarter ended March 2025, slightly missing the Zacks Consensus Estimate by 0.04%, compared to $91.69 million in the same quarter last year [3] - Over the last four quarters, Power Integrations has surpassed consensus EPS estimates four times and topped consensus revenue estimates three times [2][3] Stock Performance and Outlook - Power Integrations shares have declined approximately 12.3% since the beginning of the year, while the S&P 500 has decreased by 3.8% [4] - The company's future stock performance will largely depend on management's commentary during the earnings call and the sustainability of the recent earnings numbers [4] Earnings Estimates and Industry Outlook - The current consensus EPS estimate for the upcoming quarter is $0.36 on revenues of $114.55 million, and for the current fiscal year, it is $1.56 on revenues of $471.25 million [8] - The Zacks Industry Rank indicates that the Semiconductors - Power sector is in the top 40% of over 250 Zacks industries, suggesting that companies in the top 50% outperform those in the bottom 50% by more than 2 to 1 [9]

Group 1: Earnings Performance - The Trade Desk reported quarterly earnings of $0.33 per share, exceeding the Zacks Consensus Estimate of $0.25 per share, and up from $0.26 per share a year ago, representing an earnings surprise of 32% [1] - The company posted revenues of $616.02 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 7.27%, compared to year-ago revenues of $491.25 million [2] - Over the last four quarters, The Trade Desk has surpassed consensus EPS estimates four times and topped consensus revenue estimates three times [2] Group 2: Stock Performance and Outlook - The Trade Desk shares have declined approximately 52% since the beginning of the year, while the S&P 500 has only declined by 4.3% [3] - The current consensus EPS estimate for the upcoming quarter is $0.42 on revenues of $676.51 million, and for the current fiscal year, it is $1.79 on revenues of $2.84 billion [7] - The estimate revisions trend for The Trade Desk is currently unfavorable, resulting in a Zacks Rank 5 (Strong Sell) for the stock, indicating expected underperformance in the near future [6] Group 3: Industry Context - The Internet - Services industry, to which The Trade Desk belongs, is currently in the bottom 40% of over 250 Zacks industries, suggesting that the industry outlook can materially impact stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]