Latest Earnings Analysis

• SITM Q1 2025: Data Center Revenue Jumps 198% as Precision Timing Penetrates AI Infrastructure
  July 04, 2025 · SITM
• BIOTE (BTMD) Q1 2025: Dietary Supplement Revenue Jumps 26% as Sales Force Realignment Targets Clinic Growth
  July 04, 2025 · BTMD
• Energy Recovery (ERII) Q1 2025: $9M China Wastewater Hit Spurs International Pivot
  July 04, 2025 · ERII
• AMC (AMC) Q1 2025: Per Patron Margin Surges 51% Over 2019 as Premium Format Expansion Accelerates
  July 04, 2025 · AMC
• Joby Aviation (JOBY) Q1 2025: Certification Progress Accelerates 12 Points, Dubai Launch Prepares for 2026
  July 04, 2025 · JOBY
• Vero Mobility (VRRM) Q1 2025: $52M ARR Bookings Signal Recurring Revenue Momentum Despite Travel Uncertainty
  July 04, 2025 · VRRM
• Pitney Bowes (PBI) Q1 2025: Cost Cuts Hit $157M Run Rate, Unlocking Capital Allocation Flexibility
  July 04, 2025 · PBI
• Houlihan Lokey (HLI) Q4 2025: Corporate Finance Jumps 44% as Acquisitions and Global Expansion Drive Record Year
  July 04, 2025 · HLI
• Q2 Holdings (QTWO) Q1 2025: Subscription Revenue Rises to 81% of Mix, Powering Margin Expansion
  July 04, 2025 · QTWO
• Paycom (PAYC) Q1 2025: Automation Lifts EBITDA Margin 180bps, Signals Durable Efficiency Gains
  July 04, 2025 · PAYC
• QuidelOrtho (QDEL) Q1 2025: Tariff Headwind of $30–40M Fully Offset as Labs Drive 7% Growth
  July 04, 2025 · QDEL
• Xperi (XPER) Q1 2025: EBITDA Margin Expands 900bps as Platform Monetization Accelerates
  July 04, 2025 · XPER
• Inogen (INGN) Q1 2025: B2B Unit Volumes Up 27%, Offsetting DTC Weakness
  July 04, 2025 · INGN
• Hippo (HIPO) Q1 2025: Spinnaker-Driven Revenue Jumps 30% as Portfolio Shift Lowers Volatility
  July 04, 2025 · HIPO
• Silvaco (SVCO) Q1 2025: $600M SAM Expansion Offsets 11% Revenue Decline as Acquisitions Take Center Stage
  July 04, 2025 · SVCO
• Zillow (Z) Q1 2025: Rentals Revenue Accelerates 33%, Unlocking $1B+ Marketplace Ambition
  July 04, 2025 · Z
• Hudson Technologies (HDSN) Q1 2025: Reclaimed Volume Grows Double Digits as Tariffs Drive Supply Disruption
  July 04, 2025 · HDSN
• Genpact (G) Q1 2025: Data Tech AI Revenue Rises 12% as Large Deal Delays Shift Growth Cadence
  July 04, 2025 · G
• KAR (OPENLANE) Q1 2025: Dealer Volumes Up 15% as Digital Marketplace Gains Share
  July 04, 2025 · KAR
• Kratos (KTOS) Q1 2025: $12.6B Pipeline and Hypersonics Set Stage for Double-Digit Growth
  July 04, 2025 · KTOS
• Backblaze (BLZE) Q1 2025: B2 Cloud Storage Accelerates to 23% Growth, AI Drives Strategic Upside
  July 04, 2025 · BLZE
• Coherent (COHR) Q3 2025: Networking Revenue Jumps 45% as AI Data Center Demand Drives Portfolio Shift
  July 04, 2025 · COHR
• OraSure Technologies (OSUR) Q1 2025: Diagnostics Revenue Climbs 8% as Funding Shifts Reshape Growth Mix
  July 04, 2025 · OSUR
• Cardlytics (CDLX) Q1 2025: MQUs Jump 12% as Platformization Drives New Non-FI Channel
  July 04, 2025 · CDLX
• Informatica (INFA) Q1 2025: Cloud ARR Jumps 30% as Last-Mile Modernizations Accelerate
  July 04, 2025 · INFA
• Nextdoor (KIND) Q1 2025: Platform WOW Up 5% as “Next” Launch Targets Deeper Engagement
  July 04, 2025 · KIND
• TriplePoint Venture Growth (TPVG) Q1 2025: $640M Term Sheet Surge Signals Early-Stage Portfolio Rotation
  July 04, 2025 · TPVG
• Cryoport (CYRX) Q1 2025: Life Sciences Services Now 56% of Revenue as DHL Deal Reshapes Strategic Focus
  July 04, 2025 · CYRX
• Guild Holdings (GHLD) Q1 2025: Originations Surge 35% as Balanced Model Shields Against Volatility
  July 04, 2025 · GHLD
• Digi International (DGII) Q2 2025: ARR Jumps 12% as Solutions-Led Model Drives 29% Recurring Mix
  July 04, 2025 · DGII
• Proficient Auto Logistics (PAL) Q1 2025: $60M New Business Offsets 9% Import Rate Drop Amid Tariff Uncertainty
  July 04, 2025 · PAL
• Dutch Bros (BROS) Q1 2025: 29% Revenue Growth Anchors Path to 2,029 Shops by 2029
  July 04, 2025 · BROS
• CSGS Q1 2025: Margin Expands 240bps as SaaS Mix and Revenue Diversification Accelerate
  July 04, 2025 · CSGS
• CRNC Q2 2025: Connected Car Penetration Rises to 29% as AI Drives PPU to $4.87
  July 04, 2025 · CRNC
• Alta Equipment Group (ALTG) Q1 2025: SG&A Down $7.9M as Portfolio Reshuffle Drives Margin Focus
  July 04, 2025 · ALTG
• AOSL Q3 2025: Computing Segment Jumps 15%, AI and Graphics Drive Content Expansion
  July 04, 2025 · AOSL
• Open Lending (LPRO) Q1 2025: Profit Share Per Loan Down 48%, Forcing Conservative Revenue Recognition
  July 04, 2025 · LPRO
• DISCO (LAW) Q1 2025: Large Customer Base Rises 8% as AI and Strategic Focus Drive Expansion
  July 04, 2025 · LAW
• Honest Company (HNST) Q1 2025: Wipes Consumption Jumps 40% as Margin Expansion Outpaces Revenue
  July 04, 2025 · HNST
• Revolution Medicines (RVMD) Q1 2025: R&D Spend Jumps 74% as Phase III RAS Portfolio Expands
  July 04, 2025 · RVMD
• Schrodinger (SDGR) Q1 2025: Software Revenue Jumps 46% as Predictive Tox Beta Nears Launch
  July 04, 2025 · SDGR
• Magnite (MGNI) Q1 2025: CTV Grows 15%, Google Remedy Could Unlock $50M+ Per 100bps Share Shift
  July 04, 2025 · MGNI
• Acadia (ACAD) Q1 2025: Daybue Patient Base Rises to 954, Persistency Surpasses 65% Beyond Year One
  July 04, 2025 · ACAD
• Core Scientific (CORZ) Q1 2025: CoreWeave Contracts Fund 90%+ CapEx, Accelerating GPU Data Center Shift
  July 04, 2025 · CORZ
• AMRK Q3 2025: DTC Customers Surge 64% as Volatile Metals Markets Pressure Margins
  July 04, 2025 · AMRK
• Vir Biotechnology (VIR) Q1 2025: $1B Cash Runway Extends Program Push Through 2027
  July 04, 2025 · VIR
• Skyworks (SWKS) Q2 2025: Broad Markets Up 3% as Wi-Fi 7 and Automotive Drive Recovery
  July 04, 2025 · SWKS
• Veracyte (VCYT) Q1 2025: Decipher Volumes Jump 37% as Metastatic Launch Expands Prostate Franchise
  July 04, 2025 · VCYT
• Blue Bird (BLBD) Q2 2025: Tariffs Push 145% Cost on EV Kits, Forcing Mix Shift to ICE
  July 04, 2025 · BLBD
• Light & Wonder (LNW) Q1 2025: DTC Jumps to 13% of SciPlay Revenue, Accelerating Margin Expansion
  July 04, 2025 · LNW