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$DKS | Dick's is -4.7% this morning.
🔹 EPS: $4.38 vs. $4.30 est. ✅
🔹 Revenue: $3.65B vs. $3.61B est. ✅
Key takeaways:
🔸 Comp sales: +5% YoY
🔸 Inventory: +7% YoY
🔸 FY revenue outlook: $13.85B ($13.8B prior)
🔸 FY EPS outlook: $14.20 ($14.10 prior)
🔹 EPS: $4.38 vs. $4.30 est. ✅
🔹 Revenue: $3.65B vs. $3.61B est. ✅
Key takeaways:
🔸 Comp sales: +5% YoY
🔸 Inventory: +7% YoY
🔸 FY revenue outlook: $13.85B ($13.8B prior)
🔸 FY EPS outlook: $14.20 ($14.10 prior)
August 28, 2025 at 2:32 PM
$DKS | Dick's is -4.7% this morning.
🔹 EPS: $4.38 vs. $4.30 est. ✅
🔹 Revenue: $3.65B vs. $3.61B est. ✅
Key takeaways:
🔸 Comp sales: +5% YoY
🔸 Inventory: +7% YoY
🔸 FY revenue outlook: $13.85B ($13.8B prior)
🔸 FY EPS outlook: $14.20 ($14.10 prior)
🔹 EPS: $4.38 vs. $4.30 est. ✅
🔹 Revenue: $3.65B vs. $3.61B est. ✅
Key takeaways:
🔸 Comp sales: +5% YoY
🔸 Inventory: +7% YoY
🔸 FY revenue outlook: $13.85B ($13.8B prior)
🔸 FY EPS outlook: $14.20 ($14.10 prior)
$DG | Dollar General is -2.2% this morning.
🔹 EPS: $1.86 vs. $1.58 est. ✅
🔹 Revenue: $10.73B vs. $10.68B est. ✅
Key takeaways:
🔸 Consumables revenue: +5% YoY
🔸 Same store sales: +2.8% YoY
🔸 Inventory: -6% YoY
🔸 FY EPS outlook: ~$6.05 ($5.50 prior)
🔸 FY revenue outlook: ~+4.6% YoY (+4.2% prior)
🔹 EPS: $1.86 vs. $1.58 est. ✅
🔹 Revenue: $10.73B vs. $10.68B est. ✅
Key takeaways:
🔸 Consumables revenue: +5% YoY
🔸 Same store sales: +2.8% YoY
🔸 Inventory: -6% YoY
🔸 FY EPS outlook: ~$6.05 ($5.50 prior)
🔸 FY revenue outlook: ~+4.6% YoY (+4.2% prior)
August 28, 2025 at 2:11 PM
$DG | Dollar General is -2.2% this morning.
🔹 EPS: $1.86 vs. $1.58 est. ✅
🔹 Revenue: $10.73B vs. $10.68B est. ✅
Key takeaways:
🔸 Consumables revenue: +5% YoY
🔸 Same store sales: +2.8% YoY
🔸 Inventory: -6% YoY
🔸 FY EPS outlook: ~$6.05 ($5.50 prior)
🔸 FY revenue outlook: ~+4.6% YoY (+4.2% prior)
🔹 EPS: $1.86 vs. $1.58 est. ✅
🔹 Revenue: $10.73B vs. $10.68B est. ✅
Key takeaways:
🔸 Consumables revenue: +5% YoY
🔸 Same store sales: +2.8% YoY
🔸 Inventory: -6% YoY
🔸 FY EPS outlook: ~$6.05 ($5.50 prior)
🔸 FY revenue outlook: ~+4.6% YoY (+4.2% prior)
$CRWD | CrowdStrike is -7.5% after-hours.
🔹 EPS: $0.93 vs. $0.83 est. ✅
🔹 Revenue: $1.17B vs. $1.15B est. ✅
Key takeaways:
🔸 Subscription revenue: +20% YoY
🔸 ARR: +20% YoY
🔸 Record cash: $4.97B
🔸 Acquired Onum Technology
🔸 FY EPS outlook: ~$3.66 ($3.50 prior)
🔸 Q3 revenue outlook: ~$1.21B
🔹 EPS: $0.93 vs. $0.83 est. ✅
🔹 Revenue: $1.17B vs. $1.15B est. ✅
Key takeaways:
🔸 Subscription revenue: +20% YoY
🔸 ARR: +20% YoY
🔸 Record cash: $4.97B
🔸 Acquired Onum Technology
🔸 FY EPS outlook: ~$3.66 ($3.50 prior)
🔸 Q3 revenue outlook: ~$1.21B
August 27, 2025 at 8:59 PM
$CRWD | CrowdStrike is -7.5% after-hours.
🔹 EPS: $0.93 vs. $0.83 est. ✅
🔹 Revenue: $1.17B vs. $1.15B est. ✅
Key takeaways:
🔸 Subscription revenue: +20% YoY
🔸 ARR: +20% YoY
🔸 Record cash: $4.97B
🔸 Acquired Onum Technology
🔸 FY EPS outlook: ~$3.66 ($3.50 prior)
🔸 Q3 revenue outlook: ~$1.21B
🔹 EPS: $0.93 vs. $0.83 est. ✅
🔹 Revenue: $1.17B vs. $1.15B est. ✅
Key takeaways:
🔸 Subscription revenue: +20% YoY
🔸 ARR: +20% YoY
🔸 Record cash: $4.97B
🔸 Acquired Onum Technology
🔸 FY EPS outlook: ~$3.66 ($3.50 prior)
🔸 Q3 revenue outlook: ~$1.21B
$NVDA | Nvidia is -3.0% after-hours.
🔹 EPS: $1.05 vs. $1.01 est. ✅
🔹 Revenue: $46.74B vs. $46.05B est. ✅
Key takeaways:
🔸 Data center revenue: +56% YoY
🔸 Gaming revenue: +49% YoY
🔸 Gross margin: 72.4%
🔸 Announced $60B in buybacks
🔸 Q3 revenue outlook: $54.0B
🔸 Q3 gross margin outlook: 73.3%
🔹 EPS: $1.05 vs. $1.01 est. ✅
🔹 Revenue: $46.74B vs. $46.05B est. ✅
Key takeaways:
🔸 Data center revenue: +56% YoY
🔸 Gaming revenue: +49% YoY
🔸 Gross margin: 72.4%
🔸 Announced $60B in buybacks
🔸 Q3 revenue outlook: $54.0B
🔸 Q3 gross margin outlook: 73.3%
August 27, 2025 at 8:42 PM
$NVDA | Nvidia is -3.0% after-hours.
🔹 EPS: $1.05 vs. $1.01 est. ✅
🔹 Revenue: $46.74B vs. $46.05B est. ✅
Key takeaways:
🔸 Data center revenue: +56% YoY
🔸 Gaming revenue: +49% YoY
🔸 Gross margin: 72.4%
🔸 Announced $60B in buybacks
🔸 Q3 revenue outlook: $54.0B
🔸 Q3 gross margin outlook: 73.3%
🔹 EPS: $1.05 vs. $1.01 est. ✅
🔹 Revenue: $46.74B vs. $46.05B est. ✅
Key takeaways:
🔸 Data center revenue: +56% YoY
🔸 Gaming revenue: +49% YoY
🔸 Gross margin: 72.4%
🔸 Announced $60B in buybacks
🔸 Q3 revenue outlook: $54.0B
🔸 Q3 gross margin outlook: 73.3%
$DE | Deere & Co is -5.8% this morning.
🔹 EPS: $4.75 vs. $4.58 est. ✅
🔹 Revenue: $12.02B vs. $10.35B est. ✅
Key takeaways:
🔸 Production rev: -16% YoY
🔸 Small ag rev: -1% YoY
🔸 Financial rev: -5% YoY
🔸 FY net income outlook: $4.75B-$5.25B
🔸 FY revenue outlook: -10% to -15% YoY across all segments
🔹 EPS: $4.75 vs. $4.58 est. ✅
🔹 Revenue: $12.02B vs. $10.35B est. ✅
Key takeaways:
🔸 Production rev: -16% YoY
🔸 Small ag rev: -1% YoY
🔸 Financial rev: -5% YoY
🔸 FY net income outlook: $4.75B-$5.25B
🔸 FY revenue outlook: -10% to -15% YoY across all segments
August 14, 2025 at 12:18 PM
$DE | Deere & Co is -5.8% this morning.
🔹 EPS: $4.75 vs. $4.58 est. ✅
🔹 Revenue: $12.02B vs. $10.35B est. ✅
Key takeaways:
🔸 Production rev: -16% YoY
🔸 Small ag rev: -1% YoY
🔸 Financial rev: -5% YoY
🔸 FY net income outlook: $4.75B-$5.25B
🔸 FY revenue outlook: -10% to -15% YoY across all segments
🔹 EPS: $4.75 vs. $4.58 est. ✅
🔹 Revenue: $12.02B vs. $10.35B est. ✅
Key takeaways:
🔸 Production rev: -16% YoY
🔸 Small ag rev: -1% YoY
🔸 Financial rev: -5% YoY
🔸 FY net income outlook: $4.75B-$5.25B
🔸 FY revenue outlook: -10% to -15% YoY across all segments
$CSCO | Cisco is -2.7% after-hours.
🔹 EPS: $0.99 vs. $0.98 est. ✅
🔹 Revenue: $14.67B vs. $14.62B est. ✅
Key takeaways:
🔸 Networking revenue: +12% YoY
🔸 Security revenue: +9% YoY
🔸 RPO: $43.5B (+6% YoY)
🔸 FY revenue outlook: $59.0B-$60.0B
🔸 FY EPS outlook: $2.79-$2.91
🔹 EPS: $0.99 vs. $0.98 est. ✅
🔹 Revenue: $14.67B vs. $14.62B est. ✅
Key takeaways:
🔸 Networking revenue: +12% YoY
🔸 Security revenue: +9% YoY
🔸 RPO: $43.5B (+6% YoY)
🔸 FY revenue outlook: $59.0B-$60.0B
🔸 FY EPS outlook: $2.79-$2.91
August 13, 2025 at 8:20 PM
$CSCO | Cisco is -2.7% after-hours.
🔹 EPS: $0.99 vs. $0.98 est. ✅
🔹 Revenue: $14.67B vs. $14.62B est. ✅
Key takeaways:
🔸 Networking revenue: +12% YoY
🔸 Security revenue: +9% YoY
🔸 RPO: $43.5B (+6% YoY)
🔸 FY revenue outlook: $59.0B-$60.0B
🔸 FY EPS outlook: $2.79-$2.91
🔹 EPS: $0.99 vs. $0.98 est. ✅
🔹 Revenue: $14.67B vs. $14.62B est. ✅
Key takeaways:
🔸 Networking revenue: +12% YoY
🔸 Security revenue: +9% YoY
🔸 RPO: $43.5B (+6% YoY)
🔸 FY revenue outlook: $59.0B-$60.0B
🔸 FY EPS outlook: $2.79-$2.91
$ABNB | Airbnb is +0.4% after-hours.
🔹 EPS: $1.03 vs. $0.94 est. ✅
🔹 Revenue: $3.10B vs. $3.03B est. ✅
Key takeaways:
🔸 Nights/experiences booked: +7% YoY
🔸 Gross booking value: +11% YoY
🔸 Adj EBITDA: +17% YoY
🔸 FY EBITDA margin outlook: 34.5%
🔸 Q3 revenue outlook: $4.06B (+9% YoY)
🔹 EPS: $1.03 vs. $0.94 est. ✅
🔹 Revenue: $3.10B vs. $3.03B est. ✅
Key takeaways:
🔸 Nights/experiences booked: +7% YoY
🔸 Gross booking value: +11% YoY
🔸 Adj EBITDA: +17% YoY
🔸 FY EBITDA margin outlook: 34.5%
🔸 Q3 revenue outlook: $4.06B (+9% YoY)
August 6, 2025 at 8:22 PM
$ABNB | Airbnb is +0.4% after-hours.
🔹 EPS: $1.03 vs. $0.94 est. ✅
🔹 Revenue: $3.10B vs. $3.03B est. ✅
Key takeaways:
🔸 Nights/experiences booked: +7% YoY
🔸 Gross booking value: +11% YoY
🔸 Adj EBITDA: +17% YoY
🔸 FY EBITDA margin outlook: 34.5%
🔸 Q3 revenue outlook: $4.06B (+9% YoY)
🔹 EPS: $1.03 vs. $0.94 est. ✅
🔹 Revenue: $3.10B vs. $3.03B est. ✅
Key takeaways:
🔸 Nights/experiences booked: +7% YoY
🔸 Gross booking value: +11% YoY
🔸 Adj EBITDA: +17% YoY
🔸 FY EBITDA margin outlook: 34.5%
🔸 Q3 revenue outlook: $4.06B (+9% YoY)
$DIS | Disney is -2.0% this morning.
🔹 EPS: $1.61 vs. $1.45 est. ✅
🔹 Revenue: $23.65B vs. $23.69B est. 🔴
Key takeaways:
🔸 Entertainment revenue: +1% YoY
🔸 Experiences revenue: +8% YoY
🔸 Disney+ subs: 128M (+21% YoY)
🔸 FY EPS outlook: $5.85 ($5.75 prior)
🔸 Q4 Disney+ subs outlook: +10M QoQ
🔹 EPS: $1.61 vs. $1.45 est. ✅
🔹 Revenue: $23.65B vs. $23.69B est. 🔴
Key takeaways:
🔸 Entertainment revenue: +1% YoY
🔸 Experiences revenue: +8% YoY
🔸 Disney+ subs: 128M (+21% YoY)
🔸 FY EPS outlook: $5.85 ($5.75 prior)
🔸 Q4 Disney+ subs outlook: +10M QoQ
August 6, 2025 at 1:30 PM
$DIS | Disney is -2.0% this morning.
🔹 EPS: $1.61 vs. $1.45 est. ✅
🔹 Revenue: $23.65B vs. $23.69B est. 🔴
Key takeaways:
🔸 Entertainment revenue: +1% YoY
🔸 Experiences revenue: +8% YoY
🔸 Disney+ subs: 128M (+21% YoY)
🔸 FY EPS outlook: $5.85 ($5.75 prior)
🔸 Q4 Disney+ subs outlook: +10M QoQ
🔹 EPS: $1.61 vs. $1.45 est. ✅
🔹 Revenue: $23.65B vs. $23.69B est. 🔴
Key takeaways:
🔸 Entertainment revenue: +1% YoY
🔸 Experiences revenue: +8% YoY
🔸 Disney+ subs: 128M (+21% YoY)
🔸 FY EPS outlook: $5.85 ($5.75 prior)
🔸 Q4 Disney+ subs outlook: +10M QoQ
$MCD | McDonald's is +3.4% this morning.
🔹 EPS: $3.19 vs. $3.14 est. ✅
🔹 Revenue: $6.84B vs. $6.70B est. ✅
Key takeaways:
🔸 Company revenue: Flat YoY
🔸 Franchise revenue: +7% YoY
🔸 Global comp sales: +3.8% YoY
🔸 US sales: +2.5% YoY
🔸 Systemwide sales: +8% YoY
🔹 EPS: $3.19 vs. $3.14 est. ✅
🔹 Revenue: $6.84B vs. $6.70B est. ✅
Key takeaways:
🔸 Company revenue: Flat YoY
🔸 Franchise revenue: +7% YoY
🔸 Global comp sales: +3.8% YoY
🔸 US sales: +2.5% YoY
🔸 Systemwide sales: +8% YoY
August 6, 2025 at 1:10 PM
$MCD | McDonald's is +3.4% this morning.
🔹 EPS: $3.19 vs. $3.14 est. ✅
🔹 Revenue: $6.84B vs. $6.70B est. ✅
Key takeaways:
🔸 Company revenue: Flat YoY
🔸 Franchise revenue: +7% YoY
🔸 Global comp sales: +3.8% YoY
🔸 US sales: +2.5% YoY
🔸 Systemwide sales: +8% YoY
🔹 EPS: $3.19 vs. $3.14 est. ✅
🔹 Revenue: $6.84B vs. $6.70B est. ✅
Key takeaways:
🔸 Company revenue: Flat YoY
🔸 Franchise revenue: +7% YoY
🔸 Global comp sales: +3.8% YoY
🔸 US sales: +2.5% YoY
🔸 Systemwide sales: +8% YoY
$SHOP | Shopify is +14.7% this morning.
🔹 EPS: $0.35 vs. $0.29 est. ✅
🔹 Revenue: $2.68B vs. $2.58B est. ✅
Key takeaways:
🔸 Merchant revenue: +37% YoY
🔸 Gross merch volume: +31% YoY
🔸 Free cash flow margin: 16%
🔸 Q3 profit outlook: +21% to +23% YoY
🔸 Q3 revenue outlook: +25% to +27% YoY
🔹 EPS: $0.35 vs. $0.29 est. ✅
🔹 Revenue: $2.68B vs. $2.58B est. ✅
Key takeaways:
🔸 Merchant revenue: +37% YoY
🔸 Gross merch volume: +31% YoY
🔸 Free cash flow margin: 16%
🔸 Q3 profit outlook: +21% to +23% YoY
🔸 Q3 revenue outlook: +25% to +27% YoY
August 6, 2025 at 12:59 PM
$SHOP | Shopify is +14.7% this morning.
🔹 EPS: $0.35 vs. $0.29 est. ✅
🔹 Revenue: $2.68B vs. $2.58B est. ✅
Key takeaways:
🔸 Merchant revenue: +37% YoY
🔸 Gross merch volume: +31% YoY
🔸 Free cash flow margin: 16%
🔸 Q3 profit outlook: +21% to +23% YoY
🔸 Q3 revenue outlook: +25% to +27% YoY
🔹 EPS: $0.35 vs. $0.29 est. ✅
🔹 Revenue: $2.68B vs. $2.58B est. ✅
Key takeaways:
🔸 Merchant revenue: +37% YoY
🔸 Gross merch volume: +31% YoY
🔸 Free cash flow margin: 16%
🔸 Q3 profit outlook: +21% to +23% YoY
🔸 Q3 revenue outlook: +25% to +27% YoY
$UBER | Uber is -0.4% this morning.
🔹 EPS: $0.63 vs. $0.63 est. 🟠
🔹 Revenue: $12.65B vs. $12.47B est. ✅
Key takeaways:
🔸 Mobility revenue: +19% YoY
🔸 Gross bookings: +17% YoY
🔸 MAUs: 180M (+15% YoY)
🔸 Q3 bookings outlook: ~$49.0B (+19% YoY)
🔸 Q3 adj EBITDA outlook: ~$2.14B (+33% YoY)
🔹 EPS: $0.63 vs. $0.63 est. 🟠
🔹 Revenue: $12.65B vs. $12.47B est. ✅
Key takeaways:
🔸 Mobility revenue: +19% YoY
🔸 Gross bookings: +17% YoY
🔸 MAUs: 180M (+15% YoY)
🔸 Q3 bookings outlook: ~$49.0B (+19% YoY)
🔸 Q3 adj EBITDA outlook: ~$2.14B (+33% YoY)
August 6, 2025 at 12:44 PM
$UBER | Uber is -0.4% this morning.
🔹 EPS: $0.63 vs. $0.63 est. 🟠
🔹 Revenue: $12.65B vs. $12.47B est. ✅
Key takeaways:
🔸 Mobility revenue: +19% YoY
🔸 Gross bookings: +17% YoY
🔸 MAUs: 180M (+15% YoY)
🔸 Q3 bookings outlook: ~$49.0B (+19% YoY)
🔸 Q3 adj EBITDA outlook: ~$2.14B (+33% YoY)
🔹 EPS: $0.63 vs. $0.63 est. 🟠
🔹 Revenue: $12.65B vs. $12.47B est. ✅
Key takeaways:
🔸 Mobility revenue: +19% YoY
🔸 Gross bookings: +17% YoY
🔸 MAUs: 180M (+15% YoY)
🔸 Q3 bookings outlook: ~$49.0B (+19% YoY)
🔸 Q3 adj EBITDA outlook: ~$2.14B (+33% YoY)
$AMD | AMD is -3.4% after-hours.
🔹 EPS: $0.48 vs. $0.48 est. 🟠
🔹 Revenue: $7.69B vs. $7.41B est. ✅
Key takeaways:
🔸 Data center revenue: +14% YoY
🔸 Client revenue: +67% YoY
🔸 Gaming revenue: +73% YoY
🔸 Q3 margin outlook: 54.0%
🔸 Q3 revenue outlook: $8.4B-$9.0B
🔹 EPS: $0.48 vs. $0.48 est. 🟠
🔹 Revenue: $7.69B vs. $7.41B est. ✅
Key takeaways:
🔸 Data center revenue: +14% YoY
🔸 Client revenue: +67% YoY
🔸 Gaming revenue: +73% YoY
🔸 Q3 margin outlook: 54.0%
🔸 Q3 revenue outlook: $8.4B-$9.0B
August 5, 2025 at 8:28 PM
$AMD | AMD is -3.4% after-hours.
🔹 EPS: $0.48 vs. $0.48 est. 🟠
🔹 Revenue: $7.69B vs. $7.41B est. ✅
Key takeaways:
🔸 Data center revenue: +14% YoY
🔸 Client revenue: +67% YoY
🔸 Gaming revenue: +73% YoY
🔸 Q3 margin outlook: 54.0%
🔸 Q3 revenue outlook: $8.4B-$9.0B
🔹 EPS: $0.48 vs. $0.48 est. 🟠
🔹 Revenue: $7.69B vs. $7.41B est. ✅
Key takeaways:
🔸 Data center revenue: +14% YoY
🔸 Client revenue: +67% YoY
🔸 Gaming revenue: +73% YoY
🔸 Q3 margin outlook: 54.0%
🔸 Q3 revenue outlook: $8.4B-$9.0B
$PLTR | Palantir is +3.8% after-hours.
🔹 EPS: $0.16 vs. $0.14 est. ✅
🔹 Revenue: $1.00B vs. $937.7M est. ✅
Key takeaways:
🔸 US gov't revenue: +53% YoY
🔸 US commercial revenue: +93% YoY
🔸 Record contract wins: $2.3B TCV (+140% YoY)
🔸 FY rev outlook: $4.146B ($3.9B prior)
🔸 Q3 rev outlook: $1.085B
🔹 EPS: $0.16 vs. $0.14 est. ✅
🔹 Revenue: $1.00B vs. $937.7M est. ✅
Key takeaways:
🔸 US gov't revenue: +53% YoY
🔸 US commercial revenue: +93% YoY
🔸 Record contract wins: $2.3B TCV (+140% YoY)
🔸 FY rev outlook: $4.146B ($3.9B prior)
🔸 Q3 rev outlook: $1.085B
August 4, 2025 at 8:26 PM
$PLTR | Palantir is +3.8% after-hours.
🔹 EPS: $0.16 vs. $0.14 est. ✅
🔹 Revenue: $1.00B vs. $937.7M est. ✅
Key takeaways:
🔸 US gov't revenue: +53% YoY
🔸 US commercial revenue: +93% YoY
🔸 Record contract wins: $2.3B TCV (+140% YoY)
🔸 FY rev outlook: $4.146B ($3.9B prior)
🔸 Q3 rev outlook: $1.085B
🔹 EPS: $0.16 vs. $0.14 est. ✅
🔹 Revenue: $1.00B vs. $937.7M est. ✅
Key takeaways:
🔸 US gov't revenue: +53% YoY
🔸 US commercial revenue: +93% YoY
🔸 Record contract wins: $2.3B TCV (+140% YoY)
🔸 FY rev outlook: $4.146B ($3.9B prior)
🔸 Q3 rev outlook: $1.085B
$CVX | Chevron beat earnings and revenue estimates in Q2. The stock is +1.0% this morning.
🔹 EPS: $1.77 vs. $1.73 est. ✅
🔹 Revenue: $44.82B vs. $43.87B est. ✅
Key takeaways:
🔸 Upstream earnings: -39% YoY
🔸 Downstream earnings: +23% YoY
🔸 Production: +3% YoY
🔸 FY capex outlook: $15.0B
🔹 EPS: $1.77 vs. $1.73 est. ✅
🔹 Revenue: $44.82B vs. $43.87B est. ✅
Key takeaways:
🔸 Upstream earnings: -39% YoY
🔸 Downstream earnings: +23% YoY
🔸 Production: +3% YoY
🔸 FY capex outlook: $15.0B
August 1, 2025 at 1:57 PM
$CVX | Chevron beat earnings and revenue estimates in Q2. The stock is +1.0% this morning.
🔹 EPS: $1.77 vs. $1.73 est. ✅
🔹 Revenue: $44.82B vs. $43.87B est. ✅
Key takeaways:
🔸 Upstream earnings: -39% YoY
🔸 Downstream earnings: +23% YoY
🔸 Production: +3% YoY
🔸 FY capex outlook: $15.0B
🔹 EPS: $1.77 vs. $1.73 est. ✅
🔹 Revenue: $44.82B vs. $43.87B est. ✅
Key takeaways:
🔸 Upstream earnings: -39% YoY
🔸 Downstream earnings: +23% YoY
🔸 Production: +3% YoY
🔸 FY capex outlook: $15.0B
$XOM | Exxon Mobil beat earnings and revenue estimates in Q2. The stock is -0.8% this morning.
🔹 EPS: $1.64 vs. $1.57 est. ✅
🔹 Revenue: $81.51B vs. $80.70B est. ✅
Key takeaways:
🔸 Upstream earnings: -20% YoY
🔸 Energy earnings: -22% YoY
🔸 Production: +14% YoY
🔸 FY capex outlook: $27.0B-$29.0B
🔹 EPS: $1.64 vs. $1.57 est. ✅
🔹 Revenue: $81.51B vs. $80.70B est. ✅
Key takeaways:
🔸 Upstream earnings: -20% YoY
🔸 Energy earnings: -22% YoY
🔸 Production: +14% YoY
🔸 FY capex outlook: $27.0B-$29.0B
August 1, 2025 at 1:43 PM
$XOM | Exxon Mobil beat earnings and revenue estimates in Q2. The stock is -0.8% this morning.
🔹 EPS: $1.64 vs. $1.57 est. ✅
🔹 Revenue: $81.51B vs. $80.70B est. ✅
Key takeaways:
🔸 Upstream earnings: -20% YoY
🔸 Energy earnings: -22% YoY
🔸 Production: +14% YoY
🔸 FY capex outlook: $27.0B-$29.0B
🔹 EPS: $1.64 vs. $1.57 est. ✅
🔹 Revenue: $81.51B vs. $80.70B est. ✅
Key takeaways:
🔸 Upstream earnings: -20% YoY
🔸 Energy earnings: -22% YoY
🔸 Production: +14% YoY
🔸 FY capex outlook: $27.0B-$29.0B
Nonfarm payrolls were weaker than expected, but May/June data saw massive revisions
🔹 Nonfarm payrolls: 73K vs. 104K est. (14K prior*)
🔸 Average Hourly Earnings MoM: 0.3% vs. 0.3% est. (0.2% prior)
🔸 Average Hourly Earnings YoY: 3.9% vs. 3.8% est. (3.9% prior)
🔹 Nonfarm payrolls: 73K vs. 104K est. (14K prior*)
🔸 Average Hourly Earnings MoM: 0.3% vs. 0.3% est. (0.2% prior)
🔸 Average Hourly Earnings YoY: 3.9% vs. 3.8% est. (3.9% prior)
August 1, 2025 at 12:53 PM
Nonfarm payrolls were weaker than expected, but May/June data saw massive revisions
🔹 Nonfarm payrolls: 73K vs. 104K est. (14K prior*)
🔸 Average Hourly Earnings MoM: 0.3% vs. 0.3% est. (0.2% prior)
🔸 Average Hourly Earnings YoY: 3.9% vs. 3.8% est. (3.9% prior)
🔹 Nonfarm payrolls: 73K vs. 104K est. (14K prior*)
🔸 Average Hourly Earnings MoM: 0.3% vs. 0.3% est. (0.2% prior)
🔸 Average Hourly Earnings YoY: 3.9% vs. 3.8% est. (3.9% prior)
$AAPL | Apple is +2.6% after-hours.
🔹 EPS: $1.57 vs. $1.43 est. ✅
🔹 Revenue: $94.04B vs. $89.35B est. ✅
Key takeaways:
🔸 iPhone revenue: +14% YoY
🔸 Services revenue: +13% YoY
🔸 Accessories revenue: +13% YoY
🔸 Mac revenue: +15% YoY
🔸 iPad revenue: -8% YoY
🔸 China revenue: +4% YoY
🔹 EPS: $1.57 vs. $1.43 est. ✅
🔹 Revenue: $94.04B vs. $89.35B est. ✅
Key takeaways:
🔸 iPhone revenue: +14% YoY
🔸 Services revenue: +13% YoY
🔸 Accessories revenue: +13% YoY
🔸 Mac revenue: +15% YoY
🔸 iPad revenue: -8% YoY
🔸 China revenue: +4% YoY
July 31, 2025 at 8:49 PM
$AAPL | Apple is +2.6% after-hours.
🔹 EPS: $1.57 vs. $1.43 est. ✅
🔹 Revenue: $94.04B vs. $89.35B est. ✅
Key takeaways:
🔸 iPhone revenue: +14% YoY
🔸 Services revenue: +13% YoY
🔸 Accessories revenue: +13% YoY
🔸 Mac revenue: +15% YoY
🔸 iPad revenue: -8% YoY
🔸 China revenue: +4% YoY
🔹 EPS: $1.57 vs. $1.43 est. ✅
🔹 Revenue: $94.04B vs. $89.35B est. ✅
Key takeaways:
🔸 iPhone revenue: +14% YoY
🔸 Services revenue: +13% YoY
🔸 Accessories revenue: +13% YoY
🔸 Mac revenue: +15% YoY
🔸 iPad revenue: -8% YoY
🔸 China revenue: +4% YoY
$AMZN | Amazon is -4.7% after-hours.
🔹 EPS: $1.68 vs. $1.33 est. ✅
🔹 Revenue: $167.70B vs. $162.19B est. ✅
Key takeaways:
🔸 N. America rev: +11% YoY
🔸 International rev: +16% YoY
🔸 AWS rev: +18% YoY
🔸 Q3 revenue outlook: $174.0B-$179.5B (+12% YoY)
🔸 Q3 op. income outlook: $15.5B-$20.5B (+3% YoY)
🔹 EPS: $1.68 vs. $1.33 est. ✅
🔹 Revenue: $167.70B vs. $162.19B est. ✅
Key takeaways:
🔸 N. America rev: +11% YoY
🔸 International rev: +16% YoY
🔸 AWS rev: +18% YoY
🔸 Q3 revenue outlook: $174.0B-$179.5B (+12% YoY)
🔸 Q3 op. income outlook: $15.5B-$20.5B (+3% YoY)
July 31, 2025 at 8:18 PM
$AMZN | Amazon is -4.7% after-hours.
🔹 EPS: $1.68 vs. $1.33 est. ✅
🔹 Revenue: $167.70B vs. $162.19B est. ✅
Key takeaways:
🔸 N. America rev: +11% YoY
🔸 International rev: +16% YoY
🔸 AWS rev: +18% YoY
🔸 Q3 revenue outlook: $174.0B-$179.5B (+12% YoY)
🔸 Q3 op. income outlook: $15.5B-$20.5B (+3% YoY)
🔹 EPS: $1.68 vs. $1.33 est. ✅
🔹 Revenue: $167.70B vs. $162.19B est. ✅
Key takeaways:
🔸 N. America rev: +11% YoY
🔸 International rev: +16% YoY
🔸 AWS rev: +18% YoY
🔸 Q3 revenue outlook: $174.0B-$179.5B (+12% YoY)
🔸 Q3 op. income outlook: $15.5B-$20.5B (+3% YoY)
$ABBV | AbbVie is +2.5% this morning.
🔹 EPS: $2.97 vs. $2.88 est. ✅
🔹 Revenue: $15.42B vs. $15.03B est. ✅
Key takeaways:
🔸 Humira revenue: -58% YoY
🔸 Skyrizi revenue: +62% YoY
🔸 Rinvoq revenue: +42% YoY
🔸 FY EPS outlook: $11.88-$12.08 (~$11.77 prior)
🔹 EPS: $2.97 vs. $2.88 est. ✅
🔹 Revenue: $15.42B vs. $15.03B est. ✅
Key takeaways:
🔸 Humira revenue: -58% YoY
🔸 Skyrizi revenue: +62% YoY
🔸 Rinvoq revenue: +42% YoY
🔸 FY EPS outlook: $11.88-$12.08 (~$11.77 prior)
July 31, 2025 at 2:50 PM
$ABBV | AbbVie is +2.5% this morning.
🔹 EPS: $2.97 vs. $2.88 est. ✅
🔹 Revenue: $15.42B vs. $15.03B est. ✅
Key takeaways:
🔸 Humira revenue: -58% YoY
🔸 Skyrizi revenue: +62% YoY
🔸 Rinvoq revenue: +42% YoY
🔸 FY EPS outlook: $11.88-$12.08 (~$11.77 prior)
🔹 EPS: $2.97 vs. $2.88 est. ✅
🔹 Revenue: $15.42B vs. $15.03B est. ✅
Key takeaways:
🔸 Humira revenue: -58% YoY
🔸 Skyrizi revenue: +62% YoY
🔸 Rinvoq revenue: +42% YoY
🔸 FY EPS outlook: $11.88-$12.08 (~$11.77 prior)
$MA | Mastercard is +3.1% this morning.
🔹 EPS: $4.15 vs. $4.03 est. ✅
🔹 Revenue: $8.13B vs. $7.93B est. ✅
Key takeaways:
🔸 Payment network revenue: +13% YoY
🔸 Services revenue: +23% YoY
🔸 Gross dollar volume: +9% YoY
🔸 Cross border volume: +15% YoY
🔸 Q3/FY revenue outlook: +15% to +17% YoY
🔹 EPS: $4.15 vs. $4.03 est. ✅
🔹 Revenue: $8.13B vs. $7.93B est. ✅
Key takeaways:
🔸 Payment network revenue: +13% YoY
🔸 Services revenue: +23% YoY
🔸 Gross dollar volume: +9% YoY
🔸 Cross border volume: +15% YoY
🔸 Q3/FY revenue outlook: +15% to +17% YoY
July 31, 2025 at 2:09 PM
$MA | Mastercard is +3.1% this morning.
🔹 EPS: $4.15 vs. $4.03 est. ✅
🔹 Revenue: $8.13B vs. $7.93B est. ✅
Key takeaways:
🔸 Payment network revenue: +13% YoY
🔸 Services revenue: +23% YoY
🔸 Gross dollar volume: +9% YoY
🔸 Cross border volume: +15% YoY
🔸 Q3/FY revenue outlook: +15% to +17% YoY
🔹 EPS: $4.15 vs. $4.03 est. ✅
🔹 Revenue: $8.13B vs. $7.93B est. ✅
Key takeaways:
🔸 Payment network revenue: +13% YoY
🔸 Services revenue: +23% YoY
🔸 Gross dollar volume: +9% YoY
🔸 Cross border volume: +15% YoY
🔸 Q3/FY revenue outlook: +15% to +17% YoY
Jobless claims were lower than expected last week
🔹 Initial Jobless Claims: 218K vs. 224K est. (217K prior*)
🔸 Continuing Claims: 1.946M vs. 1.953M est. (1.946M prior*)
🔹 Initial Jobless Claims: 218K vs. 224K est. (217K prior*)
🔸 Continuing Claims: 1.946M vs. 1.953M est. (1.946M prior*)
July 31, 2025 at 1:24 PM
Jobless claims were lower than expected last week
🔹 Initial Jobless Claims: 218K vs. 224K est. (217K prior*)
🔸 Continuing Claims: 1.946M vs. 1.953M est. (1.946M prior*)
🔹 Initial Jobless Claims: 218K vs. 224K est. (217K prior*)
🔸 Continuing Claims: 1.946M vs. 1.953M est. (1.946M prior*)
PCE month-over-month was in-line with estimates, as last month's data was revised higher
🔹 PCE MoM: 0.3% vs. 0.3% est. (0.2% prior)
🔸 Core PCE MoM: 0.3% vs. 0.3% est. (0.2% prior)
🔹 PCE MoM: 0.3% vs. 0.3% est. (0.2% prior)
🔸 Core PCE MoM: 0.3% vs. 0.3% est. (0.2% prior)
July 31, 2025 at 1:04 PM
PCE month-over-month was in-line with estimates, as last month's data was revised higher
🔹 PCE MoM: 0.3% vs. 0.3% est. (0.2% prior)
🔸 Core PCE MoM: 0.3% vs. 0.3% est. (0.2% prior)
🔹 PCE MoM: 0.3% vs. 0.3% est. (0.2% prior)
🔸 Core PCE MoM: 0.3% vs. 0.3% est. (0.2% prior)
PCE was hotter than expected in June while May data was revised higher
🔹 PCE YoY: 2.6% vs. 2.5% est. (2.4% prior*)
🔸 Core PCE YoY: 2.8% vs. 2.7% est. (2.8% prior*)
🔹 PCE YoY: 2.6% vs. 2.5% est. (2.4% prior*)
🔸 Core PCE YoY: 2.8% vs. 2.7% est. (2.8% prior*)
July 31, 2025 at 1:00 PM
PCE was hotter than expected in June while May data was revised higher
🔹 PCE YoY: 2.6% vs. 2.5% est. (2.4% prior*)
🔸 Core PCE YoY: 2.8% vs. 2.7% est. (2.8% prior*)
🔹 PCE YoY: 2.6% vs. 2.5% est. (2.4% prior*)
🔸 Core PCE YoY: 2.8% vs. 2.7% est. (2.8% prior*)
$LRCX | Lam Research is +2.1% after-hours.
🔹 EPS: $1.33 vs. $1.21 est. ✅
🔹 Revenue: $5.17B vs. $5.00B est. ✅
Key takeaways:
🔸 Systems revenue: +58% YoY
🔸 China revenue: +20% YoY
🔸 Deferred revenue: $2.7B
🔸 Q1 revenue outlook: $4.9B-$5.5B
🔸 Q1 EPS outlook: $1.10-$1.30
🔹 EPS: $1.33 vs. $1.21 est. ✅
🔹 Revenue: $5.17B vs. $5.00B est. ✅
Key takeaways:
🔸 Systems revenue: +58% YoY
🔸 China revenue: +20% YoY
🔸 Deferred revenue: $2.7B
🔸 Q1 revenue outlook: $4.9B-$5.5B
🔸 Q1 EPS outlook: $1.10-$1.30
July 30, 2025 at 9:16 PM
$LRCX | Lam Research is +2.1% after-hours.
🔹 EPS: $1.33 vs. $1.21 est. ✅
🔹 Revenue: $5.17B vs. $5.00B est. ✅
Key takeaways:
🔸 Systems revenue: +58% YoY
🔸 China revenue: +20% YoY
🔸 Deferred revenue: $2.7B
🔸 Q1 revenue outlook: $4.9B-$5.5B
🔸 Q1 EPS outlook: $1.10-$1.30
🔹 EPS: $1.33 vs. $1.21 est. ✅
🔹 Revenue: $5.17B vs. $5.00B est. ✅
Key takeaways:
🔸 Systems revenue: +58% YoY
🔸 China revenue: +20% YoY
🔸 Deferred revenue: $2.7B
🔸 Q1 revenue outlook: $4.9B-$5.5B
🔸 Q1 EPS outlook: $1.10-$1.30
$QCOM | Qualcomm is -4.5% after-hours.
🔹 EPS: $2.77 vs. $2.71 est. ✅
🔹 Revenue: $10.37B vs. $10.34B est. ✅
Key takeaways:
🔸 QCT revenue: +11% YoY
🔸 QTL revenue: +4% YoY
🔸 Handsets revenue: +7% YoY
🔸 Q4 EPS outlook: $2.75-$2.95
🔸 Q4 revenue outlook: $10.3B-$11.1B
🔹 EPS: $2.77 vs. $2.71 est. ✅
🔹 Revenue: $10.37B vs. $10.34B est. ✅
Key takeaways:
🔸 QCT revenue: +11% YoY
🔸 QTL revenue: +4% YoY
🔸 Handsets revenue: +7% YoY
🔸 Q4 EPS outlook: $2.75-$2.95
🔸 Q4 revenue outlook: $10.3B-$11.1B
July 30, 2025 at 8:49 PM
$QCOM | Qualcomm is -4.5% after-hours.
🔹 EPS: $2.77 vs. $2.71 est. ✅
🔹 Revenue: $10.37B vs. $10.34B est. ✅
Key takeaways:
🔸 QCT revenue: +11% YoY
🔸 QTL revenue: +4% YoY
🔸 Handsets revenue: +7% YoY
🔸 Q4 EPS outlook: $2.75-$2.95
🔸 Q4 revenue outlook: $10.3B-$11.1B
🔹 EPS: $2.77 vs. $2.71 est. ✅
🔹 Revenue: $10.37B vs. $10.34B est. ✅
Key takeaways:
🔸 QCT revenue: +11% YoY
🔸 QTL revenue: +4% YoY
🔸 Handsets revenue: +7% YoY
🔸 Q4 EPS outlook: $2.75-$2.95
🔸 Q4 revenue outlook: $10.3B-$11.1B