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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
Faizan Farooque Media - Diversified Warner Bros. Discovery Shares Slip After Classic Cartoon Purge
WBD removed much of its classic animated library from Max. 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 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
Faizan Farooque Software Palantir Tops $1B Quarterly Revenue; Raises 2025 Outlook
Q2 EPS 16 cents adj. vs. 14 cents est.; revenue $1.00B vs. $940M est. 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
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
Aerospace & Defense
Axon Enterprise Inc (AXON) Q2 2025 Earnings Call Highlights: Record Revenue Growth and Raised Guidance Amidst Strategic Expansions
Axon Enterprise Inc (AXON) reports a 33% revenue increase and raises 2025 guidance, driven by strong performance in software, services, and platform solutions. Aug 05, 2025
Biotechnology
Vertex Pharmaceuticals Inc (VRTX) Q2 2025 Earnings Call Highlights: Strong Revenue Growth and Strategic Product Launches
Vertex Pharmaceuticals Inc (VRTX) reports a 12% revenue increase and successful product launches, while addressing challenges in market access and R&D investments. Aug 05, 2025
Semiconductors
ON Semiconductor Corp (ON) Q2 2025 Earnings Call Highlights: Resilient Revenue Growth Amid Market Challenges
ON Semiconductor Corp (ON) reports strong Q2 results with significant AI data center growth, despite challenges in automotive and industrial sectors. Aug 05, 2025
Consumer Packaged Goods
Tyson Foods Inc (TSN) Q3 2025 Earnings Call Highlights: Strong Growth Amid Market Challenges
Tyson Foods Inc (TSN) reports robust earnings with significant gains in prepared foods and pork segments, despite ongoing challenges in the beef market. Aug 05, 2025
Medical Diagnostics & Research
IDEXX Laboratories Inc (IDXX) Q2 2025 Earnings Call Highlights: Strong Revenue and EPS Growth Amid Macroeconomic Challenges
IDEXX Laboratories Inc (IDXX) reports robust financial performance with an 11% revenue increase and a 17% EPS growth, while navigating sector headwinds and macroeconomic pressures. Aug 05, 2025
Building Materials
Martin Marietta Materials Inc Reports Q2 Revenue of $1.81 Billion, Misses Estimates; Net Earnings at $328 Million
Strategic Asset Exchange and Acquisition Bolster Future Growth Prospects Aug 05, 2025
Oil & Gas
Coterra Energy Inc (CTRA) Q2 2025 Earnings: EPS of $0.67 Beats Estimates, Revenue Hits $1,742 Million
Strong Production and Capital Efficiency Highlight Quarter Aug 04, 2025
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