25 Q1 Earnings Season: Mixed Results, What's Your Pick?

Twilio Inc stock jumped over 8% in extended trading after reporting first-quarter financial results Reddit stock rose after forecasting second-quarter revenue above Wall Street estimates McDonald's fell 1.9% after the fast-food giant reported first-quarter revenue that missed analysts' expectations Eli Lilly declined 12% as it cut EPS guidance. Qualcomm tumbled 8.9% as the revenue outlook missed. -------------- How do you expect Q1 earnings season? Which companies are you bullish or bearish the most?

avatarMojoStellar
05-10
Rolls-Royce performance in the coming 6-months.  [Disclaimer: Not a financial advice. Merely on my personal view and learning purposes. Any investing consider Risk in it. Please do your own Due Diligence prior to investing.] Rolls-Royce (RYCEY) has demonstrated a robust recovery, positioning itself as a formidable player in the aerospace and defense sectors. Looking ahead to the next six months, the company's performance is expected to be influenced by several key factors. 🛡️ 1. Strengthened Defense Sector Position Rolls-Royce has secured a significant £9 billion contract with the UK Ministry of Defence, focusing on nuclear reactors for the Royal Navy's submarine fleet. This deal not only underscores the company's integral role in defense but also aligns with the AUKUS pact, enhancing
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avatarBarcode
05-08
$Lyft, Inc.(LYFT)$ 🚨🚘💥 Lyft-Off Incoming? $LYFT Charts a Course Through the AV Frontier 💥🚘🚨 Volatility is revving ahead of tonight’s earnings, with $LYFT pricing in a sharp 11.32% move. Past earnings have been anything but idle, with historical swings that command respect. This stock does not cruise, it surges or stalls, and traders are bracing for ignition. Open interest is surging, and $LYFT has rallied 19% over the past month. It now sits above its descending trendline for the first time in over a year, suggesting sentiment may have finally bottomed. 📈 Technical Signals: Wave 3 Fuel? Lyft may have completed an ABC correction and has now pierced its 200-day moving average with volume confirmation. If the Elliott Wave thesis is correct, we are en
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avatar1PC
05-08
Good transition from the previous Loss to current Profitable status 💪. This stock is not on my watchlist unfortunately [Sigh]
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avatarkoolgal
05-08
🌟🌟🌟Porch $Porch Group, Inc.(PRCH)$ achieved a profit for the 1st time compared to a loss in the previous quarter.  This is due to a change in its business model from a traditional insurance business to management fee and commission based model.  Porch also has a ecosystem of  real estate services cum data platforms and insurance products. That is how Porch is able to turnaround its business from loss making to a profitable company.
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avatarkoolgal
05-08
🌟🌟🌟It is amazing that $Porch Group, Inc.(PRCH)$ surged more than 52% in just 1 day.  However considering its excellent Q1 25 results it is not surprising.
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avatarKatieJJ
05-08
Warnings warning season mixed results
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avatarBarcode
05-08
$Warner Bros. Discovery(WBD)$ $MARA Holdings(MARA)$ $Kenvue Inc(KVUE)$ 🚨📈🎬 Thursday Thunder: WBD, MARA, KVUE Steal the Spotlight 📈🎬🚨 08May25 🇺🇸 USA | 09May25 🇳🇿NZST The market’s holding its breath! Today’s earnings session is a Q1 powder keg, with high-beta names, macro catalysts, and options markets signalling seismic moves. This isn’t just a trading day, it’s a defining moment for May’s momentum. From Hollywood’s tariff turmoil to crypto’s breakout potential, we’re dissecting the setups with surgical precision. Charts, flows, and macro triggers are locked and loaded. Let’s dominate! 📊 Earnings Snapshot: Options-Implied Moves Before Open: $SHOP (±9.5%) $WBD (±8.4
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avatarBarcode
05-07
$ARM Holdings(ARM)$ $AppLovin Corporation(APP)$ 🚨🤖📈 All About the A’s: ARM & AppLovin Attack Expectations Afterhours 📈🤖🚨 A heavyweight earning double-header is on deck, and the spotlightis squarely on two algorithm-fuelled architects of tech disruption: ARM Holdings ($ARM) and AppLovin ($APP). Both report after market close today, and both carry the weight of the AI rally on their shoulders. 📊 ARM Holdings ($ARM): Royalty on the Rise • Expected Revenue: $1.23B • Expected EPS: $0.52 • Reporting: After market close, 08May25, 🇳🇿NZST 📉 EPS History Q2’24: $0.06 Q3’24: $0.28 Q4’24: $0.29 Q1’25: $0.43 Q2’25: $0.50 est Q3’25: $0.52 est → Rapid ramp-up in profitability with momentum holding into FY25 📈 Revenue T
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avatarBarcode
05-06
$Upstart Holdings, Inc.(UPST)$ 🚀🧠📊 $UPST: THE VOLATILITY VANGUARD EYES A MONSTROUS MOVE 📊🧠🚀 Prepare for lift-off. $UPST reports after-hours today, 07 May 2025, NZ Time, and it is the top winner of implied move across the board, priced for fireworks 🎆  With a projected revenue of $201.1M, open interest at 320,008 contracts, and an options market baking in a +/-17.37% move ($8.71), this is no ordinary earnings day. This is the battleground of the week. Past reactions tell the story of a stock that doesn’t tiptoe on earnings: ✅ +31.82% ✅ +46.02% ✅ +39.51% ❌ -5.56% Despite a -25.53% drop since the last report, today’s setup suggests traders are betting big on a reversal. The bar chart data shows a Q4 2024 revenue surge, breaking a two-year slump
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avatarBarcode
05-06
$DoorDash, Inc.(DASH)$ 🧨📰🚨🗞️🚗🛒📦 DASH FOR DOMINATION 📦🛒🚗 Pre-earnings tension is sizzling as $DASH traders lock in call options like there’s no tomorrow. With $15.5 million in premium flow, net call premium building late into the session, and a $15 implied move, smart money is tipping DoorDash to deliver more than just burgers and burritos today. Whale activity hit the tape hard: $104K block on the May 9 $225 Calls, $49K block on the $220 Calls, and a pair of bearish sweeps hedging downside, showing how hot this earnings event is. The stage is set. $DASH will report Q1 2025 earnings before market open on 06 May 2025, with Street expectations at $0.38 EPS and $3.09B revenue, per The Earnings Correspondent. This edges just under the alternative conse
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avatarBarcode
05-06
$Advanced Micro Devices(AMD)$ $Upstart Holdings, Inc.(UPST)$🚨📊🤖 EARNINGS VOLTAGE: $UPST SPIKES, BUT $AMD DROPS A DARK POOL NUKE 🤖📊🚨 Implied volatility is off the charts for Tuesday’s earnings lineup, 𝗂𝗍 isn’t just loaded, it’s primed to explode! But one name stands out like a heat signature in a cold market… 💰 $AMD: The Most Interesting Chart Out There Forget the noise. Someone dropped $10 million on $AMD 105 calls expiring 17 June 2027, with spot at $100.77. That’s 3389 contracts at $29.50 premium. A block trade. Institutional. And potentially dark pool fuelled. And it didn’t stop there! Total call sweeps for AMD on 05May? Over $450 million at $100.59
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avatarTheEquityBluprint
05-05

5th May- Earnings Fuel Rally? Read Now.

This week, the S&P 500 surged 2.92% to 5,686, completely erasing its post-"Liberation Day" slump, while the Nasdaq jumped 3.42% to 17,977– another decisive move higher. What’s Driving the Rally? 1. Earnings Are Beating – By a Lot - 77% of S&P 500 companies have topped estimates so far, with an average beat of 9%– better than the 5-year (8.8%) and 10-year (7%) averages which means corporate America is delivering, justifying the market’s run-up. 2. Small Caps Are Waking Up - After lagging for months, small-caps have broken out vs. the Equal-Weighted S&P 500 to their highest levels since March. - This suggests broader market participation, not just mega-cap tech carrying the load. The Big Question: How Much Higher? The S&P 500 is now eyeing 5,740– a key psychological level. Bu
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5th May- Earnings Fuel Rally? Read Now.
avatarM.ARDI12
05-04
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avatarjessica_twt
05-02
$McDonald's(MCD)$ reports largest U.S. same-store sales decline since 2020One US netizen said, Paying $7 for a quick mediocre meal was one thing. Paying $12+ for the same quick mediocre meal means finding a fast casual sit down restaurant at comparable price, or bringing your own lunch to work. I'd imagine Taco Bell, Burger King, Carls Jr, etc., are in the same situation.
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avatarMaverickWealthBuilder
05-02

BIG TECH WEEKLY | Why MSFT is the winner of surprise?

Big-Tech’s PerformanceWeekly macro storyline: Bessent Reasons Rate-CutsTariff Shock Moves Forward — U.S. consumer sectors are generally facing a downturn in sales, rising costs, and squeezed profits. This includes companies like McDonald’s, Yum! Brands (KFC/Pizza Hut), Starbucks, Domino’s, and Hershey’s. Many of these companies cater to lower- to middle-income groups, and consumption downgrades are leading these consumers to cut back on non-essential spending. Economic uncertainty is spreading.April ADP employment numbers released on Wednesday showed an increase of only 62,000 jobs, far below expectations and the lowest in nine months. The decline was primarily in education and health services, possibly due to the aftermath of the DOGE healthcare rule, while the impact of tariffs might not
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BIG TECH WEEKLY | Why MSFT is the winner of surprise?
avatarMaverickWealthBuilder
05-02

AAPL 25Q2: iPhone Beat, ​​Tariff Trouble Ahead, China Struggle, AI Holds Future Growth

On May 1, $Apple(AAPL)$ released its financial results for the second fiscal quarter ended March 2025. The company’s overall performance slightly exceeded market expectations, with core business lines remaining resilient. However, as prior investor concerns were validated, Apple’s share price fell by over 4% in after-hours trading.Both revenue and earnings surpassed consensus forecasts this quarter. The Services segment once again set a new record and significantly contributed to margin expansion. Performance in the Greater China region slightly outpaced earlier conservative expectations.Nonetheless, Apple faces multiple challenges, including a potential $900 million increase in tariff-related costs in Q3, persistent demand pressures in China, and
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AAPL 25Q2: iPhone Beat, ​​Tariff Trouble Ahead, China Struggle, AI Holds Future Growth
avatarIgor Rezende
05-02

Verizon 4Q24 Report – Will their business segment achieve an upturn?

Consolidated numbers $Verizon(VZ)$ Earnings per Share (EPS) were at $1.19 compared to the $(0.64) loss in 4Q23. It is important to note that there was a 5.8 billion goodwill impairment charge that impacted their numbers in 4Q23. Quarter over quarter (QoQ), their EPS increased by 52% from $0.78, primarily driven by higher earnings in wireless equipment revenues due to increased upgrade volumes, along with an increase in their Other Income category (by 1006% to $797 million, yes you read that right) resulting from a revaluation of their pension and OPEB liabilities, making their future obligations less costly now. Verizon reported an EBITDA of $12.7 billion, an increase of 21% QoQ, due to Wireless service revenue growth and a higher provision for inco
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Verizon 4Q24 Report – Will their business segment achieve an upturn?
avatarnerdbull1669
05-02

Cloudflare (NET) Earnings To Show Monetization Success On Newer Products

$Cloudflare, Inc.(NET)$ is scheduled to report its Q1 2025 financial results on Thursday, 08 May 2025, after the U.S. market closes. They will also host an investor conference call that day at 2:00 p.m. Pacific Time / 5:00 p.m. Eastern Time. Revenue: Expected to be between $468.0 million and $469.4 million. This represents approximately 24% year-over-year growth. Non-GAAP EPS: Expected to be around $0.16 per share. This would be flat compared to the $0.16 reported in Q1 2024. GAAP EPS: Consensus estimates are around $-0.05 per share, compared to $-0.03 in Q1 2024. Non-GAAP Income from Operations: Cloudflare's guidance was for $54.0 million to $55.0 million. Cloudflare (NET) Last Positive Earnings Call Saw Share Price Decline By 13.36% NET had a pos
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Cloudflare (NET) Earnings To Show Monetization Success On Newer Products
avatarBarcode
05-01
$Snap Inc(SNAP)$ 🧠📉🚨 Snap Judgment: A Founder’s Exit and the Market’s Verdict 🚨📉🧠 This isn’t just a chart pattern or an options sweep. It’s a behavioural riddle, a long-game thesis under review, and a cautionary tale wrapped in bullish user metrics. $SNAP isn’t another ticker, it’s a psychological case study in monetisation, margin tension, and insider optics that make me pause. 📊 The Brutal Arithmetic of Underperformance Since IPO in March 2017, $SNAP has delivered a total return of -67%, compounding at -12.8% annually. That’s not volatility, it’s a structural erosion of shareholder value. If you’d parked $100 at the IPO, you’d have just $33 left today. This isn’t a tech winter, it’s a long freeze. 🧾 Insider Trading: $1.67 Billion Out, Nothing In
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avatarhuat8783
05-01
repost this for sharing
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