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Renato Neves, CFA Software Uber Q2 Preview: Can Ride Hails & Eats Handle Robotaxi Disruption?
Street sees $0.63 EPS on $12.5 billion revenue as mobility, delivery, and robotaxi pivots share the spotlight. Aug 05, 2025
Renato Neves, CFA Software Unity Q2 Preview: Can Create and Ads Fuel a Turnaround?
Street expects $0.14 adjusted EPS on $435 million revenue as Create segment recovery, ad monetization, and cost discipline take center stage. Aug 05, 2025
Renato Neves, CFA Healthcare Plans Oscar Health Q2 Preview: ACA Headwinds Meet Margins Under Pressure
Analysts expect a $0.81 loss per share on $2.91 billion in revenue as medical loss ratio and marketplace dynamics take center stage. Aug 05, 2025
Renato Neves, CFA Media - Diversified What to Watch Ahead of Disney Q3 Earnings
Street expects $1.45 EPS on $23.7 billion revenue as DTC margins, subscriber trends, and parks profitability anchor the quarter. Aug 05, 2025
Renato Neves, CFA Media - Diversified AppLovin Q2 Preview: Can Ad Tech Growth Offset the Apps Exit?
Street expects $1.96 EPS on $1.22 billion advertising revenue as software pivot, App divestiture, and cost leverage define the quarter. Aug 05, 2025
Renato Neves, CFA Travel & Leisure As Global Demand Shifts, Airbnb Faces a New Growth Test
Street expects $0.94 EPS on $3 billion in revenue as nights, ADR, and fee mix command attention. Aug 05, 2025
Nauman khan Drug Manufacturers Pfizer Q2 Earnings Preview--Should You Buy, Hold, or Sell?
Pfizer Earnings: Patent Cliffs, Cost Cuts, and AI Gamble in Focus Aug 05, 2025
Renato Neves, CFA Software Shopify Q2 Preview: Tariff Noise and GMV Leverage in Focus
Street expects $0.29 EPS on $2.54 billion revenue as GMV dynamics and merchant resilience come into view. Aug 05, 2025
Renato Neves, CFA Restaurants McDonald's Q2 Preview: Can Profit Outpace Sluggish Sales?
Street expects $3.14 EPS on $6.7 billion revenue as comp sales, margin leverage, and efficiency initiatives come into focus. Aug 05, 2025
Renato Neves, CFA Consumer Packaged Goods Can e.l.f. Keep Margins Pretty Despite Tariffs?
Street sees $0.84 EPS on $352 million revenue as Gen Z momentum meets margin risks and global expansion. Aug 05, 2025
Nauman khan Interactive Media Pinterest Q2 Earnings Loom--Should You Buy, Hold, or Sell?
Pinterest Earnings Preview: Can AI and Amazon Deals Drive a Breakout Q2? Aug 05, 2025
Nauman khan Software Palantir Q2 Smash: 48% Revenue Jump Sends Stock Soaring
Palantir Crushes Estimates, Lifts Full-Year Outlook in AI Boom Aug 05, 2025
Nauman khan Consumer Packaged Goods Hims & Hers Stock Nosedives After Q2 Revenue Miss Despite 73% Growth
Wall Street Punishes Hims: Stock Tanks on Revenue Letdown Aug 05, 2025
Chemicals
DuPont de Nemours Inc (DD) Q2 2025 Earnings: EPS of $1.12 Beats Estimate, Revenue Hits $3.3 Billion
DuPont's Q2 2025 Performance: A Closer Look at Financial Achievements and Challenges Aug 05, 2025
Software
Gartner Inc Surpasses Q2 2025 Estimates with $1.7 Billion Revenue and $3.11 EPS
Revenue and EPS Beat Expectations Amidst Strategic Initiatives Aug 05, 2025
Software
Leidos Holdings Inc (LDOS) Q2 Earnings: EPS of $3.01 Beats Estimate, Revenue Hits $4.25 Billion
Robust Financial Performance and Strategic Acquisitions Drive Growth Aug 05, 2025
Medical Diagnostics & Research
Waters Corp (WAT) Q2 2025 Earnings Call Highlights: Strong Sales Growth and Raised Guidance
Waters Corp (WAT) reports robust Q2 performance with 9% sales growth and raises full-year guidance, despite challenges in certain segments. Aug 05, 2025
REITs
Simon Property Group Inc (SPG) Q2 2025 Earnings Call Highlights: Strong Leasing Activity and Record Occupancy Rates
Simon Property Group Inc (SPG) reports robust growth in funds from operations and increased dividend amidst challenges in the retail sector. Aug 05, 2025
Software
Palantir Technologies Inc (PLTR) Q2 2025 Earnings Call Highlights: Record Revenue and Strategic Growth Amid Challenges
Palantir Technologies Inc (PLTR) surpasses $1 billion in quarterly revenue for the first time, driven by strong US commercial growth, while facing international expansion hurdles. Aug 05, 2025
REITs
SBA Communications Corp (SBAC) Q2 2025 Earnings Call Highlights: Strong Revenue Growth and Strategic Acquisitions Propel Future Outlook
SBA Communications Corp (SBAC) reports robust domestic and international growth, strategic site acquisitions, and an optimistic full-year guidance amid market challenges. Aug 05, 2025
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