Latest Earnings Analysis

• Arlo (ARLO) Q1 2025: Paid Subscribers Climb 51%, Accelerating Services-First Model Momentum
  July 05, 2025 · ARLO
• ARKO (ARKO) Q1 2025: Dealerization Delivers $2.4M Quarterly Lift Amid Retail Headwinds
  July 05, 2025 · ARKO
• ZipRecruiter (ZIP) Q1 2025: Paid Employers Surge 10% Sequentially, Yet Revenue Remains Soft Amid Macro Uncertainty
  July 05, 2025 · ZIP
• American Coastal (ACIC) Q1 2025: Reinsurance Limit Rises 16% as Underwriting Focus Sharpens
  July 05, 2025 · ACIC
• Aurora (AUR) Q1 2025: Driverless Trucks Log 4,000+ Miles, Unlocking Commercial Expansion Roadmap
  July 05, 2025 · AUR
• Serve Robotics (SERV) Q1 2025: Delivery Volume Jumps 75% as Fleet Expansion Accelerates
  July 05, 2025 · SERV
• WM Technology (MAPS) Q1 2025: New Client Growth Lifts Paying Base by 5% Amid Industry Headwinds
  July 05, 2025 · MAPS
• AMN Healthcare (AMN) Q1 2025: Labor Disruption Adds $39M as Technology Drives Margin Stabilization
  July 05, 2025 · AMN
• Carrot Packaging (KRT) Q1 2025: China Sourcing Drops to 15% as Tariffs Reshape Supply Chain
  July 05, 2025 · KRT
• Adtalem (ATGE) Q3 2025: Walden Enrollment Jumps 13.5% as Digital Tools Lift Retention
  July 05, 2025 · ATGE
• Diodes (DIOD) Q1 2025: AI-Driven Computing Lifts Revenue 10% as Channel Inventory Normalizes
  July 05, 2025 · DIOD
• Synaptics (SYNA) Q3 2025: Core IoT Surges 43% as Wireless and Processor Design Wins Accelerate
  July 05, 2025 · SYNA
• Rackspace (RXT) Q1 2025: Bookings Jump 9% as Services Shift Accelerates Margin Recovery
  July 05, 2025 · RXT
• Cantaloupe (CTLP) Q3 2025: Smart Store Equipment Sales Jump 18% as Platform Evolution Accelerates
  July 05, 2025 · CTLP
• Compass (COMP) Q1 2025: Market Share Jumps 125 bps as Three-Phase Strategy Drives Agent Expansion
  July 05, 2025 · COMP
• Definitive Healthcare (DH) Q1 2025: Subscription Revenue Down 7% as Retention Stabilizes, Integration Push Drives Early Signs of Recovery
  July 05, 2025 · DH
• Sweetgreen (SG) Q1 2025: Infinite Kitchen Drives 18% Margin in New Units Despite April Sales Slide
  July 05, 2025 · SG
• News Corp (NWS) Q3 2025: Dow Jones Margin Expands to 23% as Digital Drives 88% of Profitability
  July 05, 2025 · NWS
• Trex (TREX) Q1 2025: New Products Drive 22% of Sales as Channel Realignment Reshapes Decking Seasonality
  July 05, 2025 · TREX
• JFrog (FROG) Q1 2025: Cloud Revenue Jumps 42% as Usage Outpaces Commitments
  July 05, 2025 · FROG
• Cloudflare (NET) Q1 2025: $100M+ Workers Deal Signals Enterprise Platform Shift
  July 05, 2025 · NET
• FIGS (FIGS) Q1 2025: Tariffs Cut 150bps from Margin, Supply Chain Flex Shields Growth Levers
  July 05, 2025 · FIGS
• Rumble (RUM) Q1 2025: Brand Advertiser Wins and 87% User Retention Signal Monetization Inflection
  July 05, 2025 · RUM
• Wolfspeed (WOLF) Q3 2025: 200mm Ramp Drives 50% Sequential Mohawk Valley Growth Amid $400M Restructuring
  July 05, 2025 · WOLF
• Dropbox (DBX) Q1 2025: Operating Margin Jumps 500bps as Core Efficiency Initiatives Take Hold
  July 05, 2025 · DBX
• Toast (TOST) Q1 2025: Recurring Gross Profit Streams Jump 37% as Platform Expansion Accelerates
  July 05, 2025 · TOST
• AbCellera (ABCL) Q1 2025: $43M R&D Spend Accelerates Clinical Pipeline Transition
  July 05, 2025 · ABCL
• OLO (OLO) Q1 2025: ARPU Up 12% as Flywheel Adoption Accelerates Enterprise Penetration
  July 05, 2025 · OLO
• EVC Q1 2025: ATS Revenue Jumps 57% as Media Segment Faces Local Advertiser Pullback
  July 05, 2025 · EVC
• EverCommerce (EVCM) Q1 2025: Payments Revenue Rises 8% as Cross-Sell and Margin Expansion Accelerate
  July 05, 2025 · EVCM
• Peakstone Realty Trust (PKST) Q1 2025: Industrial ABR Jumps $2.4M as Office Dispositions Hit $144M
  July 05, 2025 · PKST
• Grindr (GRND) Q1 2025: "Right Now" Drives 25% Growth as AI and Intent-Based Features Scale
  July 05, 2025 · GRND
• Progeny (PGNY) Q1 2025: Core Client Base Grows 18%, Diversification Anchors Resilient Expansion
  July 05, 2025 · PGNY
• HCI (HCI) Q1 2025: Exeo Spinoff Targets $150B Market After 17% Premium Growth
  July 05, 2025 · HCI
• SIGA (SIGA) Q1 2025: $70M U.S. Stockpile Orders Anchor Near-Term Visibility
  July 05, 2025 · SIGA
• Fox Factory Holding (CODI) Q1 2025: $25M Cost-Out Plan Drives 200bp Margin Rebound Amid Tariff Pressures
  July 05, 2025 · CODI
• Pulse Biosciences (PLSE) Q1 2025: Cash Jumps to $119M as NSPFA Clinical Momentum Builds
  July 05, 2025 · PLSE
• PubMatic (PUBM) Q1 2025: CTV Revenue Surges 50% as Secular Growth Mix Hits 70%
  July 05, 2025 · PUBM
• Illumina (ILMN) Q1 2025: Tariffs Cut $85M From Outlook as China Headwinds Shrink to 4% of Sales
  July 05, 2025 · ILMN
• Profound Medical (PROF) Q1 2025: Tulsa Revenue Jumps 82% as CAPTEN Trial Drives Adoption Pipeline
  July 05, 2025 · PROF
• Scitech Biosciences (CTKB) Q1 2025: Recurring Revenue Rises to 31% Amid 7.6% Top-Line Decline
  July 05, 2025 · CTKB
• Pacira Biosciences (PCRX) Q1 2025: Xpirel Volume Up 7% as No Pain Reimbursement Drives Early Uptake
  July 05, 2025 · PCRX
• ZIMV Q1 2025: EBITDA Margin Expands 520bps as Strategic Mix Shift Drives Profitability
  July 05, 2025 · ZIMV
• Exponential Fitness (XPOF) Q1 2025: Studio Closures Rise to 6%, Forcing Operational Reset
  July 05, 2025 · XPOF
• Paramount Global (PARA) Q1 2025: Paramount+ Revenue Jumps 16% as Content Drives Subscriber Momentum
  July 05, 2025 · PARA
• Crinetics (CRNX) Q1 2025: R&D Spend Jumps 43% as Paltusotine Launch Nears, Pipeline Push Accelerates
  July 05, 2025 · CRNX
• ICUI Q1 2025: $99M EBITDA Expansion Highlights Margin Resilience Amid $30M Tariff Headwind
  July 05, 2025 · ICUI
• Expedia (EXPE) Q1 2025: B2B Bookings Up 14% as U.S. Travel Softens
  July 05, 2025 · EXPE
• TransMedics (TMDX) Q1 2025: Liver Drives 48% Revenue Surge as OCS Platform Expands Clinical Lead
  July 05, 2025 · TMDX
• DoubleVerify (DV) Q1 2025: Supply-Side Revenue Jumps 35%, Expanding Platform Leverage
  July 05, 2025 · DV