PODCAST

Earnings Report Digest

ValueVerge

Discussions on the latest quarterly earnings reports from growth and value stocks.

business investing

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00:01:43

Lowe's Companies, Inc. (LOW), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/27

$LOW has released its Q4 2024 earnings. The company reported an EPS of $1.93, beating estimates by $0.09, with revenue at $18.55B, slightly declining by 0.26% Y/Y but still exceeding projections.

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00:01:56

Synopsys, Inc. (SNPS), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/27

$SNPS released its Q1 2025 earnings, reporting an EPS of $3.03, beating expectations by $0.24, while revenue declined 11.76% year-over-year to $1.46B. Despite the decline, strong performance in design automation (+4% Y/Y) and ongoing advancements in AI-driven solutions were highlighted. Key risks include challenges in key markets, particularly automotive and consumer electronics. Future growth is supported by trends in AI and HPC. More details at valueverge.com/SNPS. 📊📉📈

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00:01:46

Salesforce, Inc. (CRM), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/27

$CRM has released its Q4 earnings report. Key highlights include an EPS of $2.78, exceeding expectations by $0.17, while revenue reached $9.99B, slightly missing estimates by $42.51M. 📈

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00:01:43

NVIDIA Corporation (NVDA), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/27

$NVDA NVIDIA has released its Q4 2025 earnings report, showing strong performance with an EPS of $0.89, beating expectations by $0.04. Revenue reached $39.33B, marking a 78% increase year-over-year, driven by exceptional demand in the data center segment. 📈

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00:01:46

First Solar, Inc. (FSLR), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/26

$FSLR has released its Q4 2024 earnings, highlighting a mixed performance. While the EPS of $3.65 fell short by $1.08, revenue of $1.51B showed a solid 30.68% year-over-year increase. Key highlights include a record 14.1 GW of module sales and a strong backlog of 68.5 GW. ⚡️

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00:01:45

Intuit Inc. (INTU), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/26

$INTU has released its Q2 2025 earnings, revealing a strong performance with an EPS of $3.32, beating expectations by $0.74, and revenue of $3.96B, marking a 17% year-over-year increase. Key highlights include significant growth in Global Business Solutions and Online Ecosystem revenue, showcasing Intuit's robust AI-driven strategy.

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00:01:47

Home Depot, Inc. (HD), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/26

$HD has released its Q4 2024 earnings, showing a quarterly EPS of $3.02, slightly missing expectations, while revenues reached $39.70B, exceeding estimates with a 14.14% year-over-year growth. While growth in sales and participation was observed, a decline in comp sales (-1.8% for the year) presents challenges. Notably, operating margins have decreased, influenced by mix changes following the SRS acquisition. The outlook for Q1 2025 includes moderate total sales growth (~2.8%) but reflects a

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00:01:51

Tempus AI, Inc. (TEM), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/25

$TEM has released its Q4 2024 earnings, showcasing a revenue of $200.68M, which fell short by $2.12M, and an EPS of -$0.18, missing by $0.03. Despite this, significant growth was observed with a 35.8% year-over-year revenue increase and a remarkable 49.7% rise in gross profit. The company holds $940M in total remaining contract value with 140% net revenue retention, emphasizing strong financial health 📈. Future risks include potential volatility in revenue recognition and market competition. For

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00:01:52

Hims & Hers Health, Inc. (HIMS), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/25

$HIMS has released its Q4 2024 earnings report, showing strong growth with revenue of $481.14M, up 95% YoY, and a net income of $26M—marking the first full year of profitability. 📈💰

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00:01:48

ZOOM(ZM), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/25

$ZM has released its Q4 2025 earnings, showing an EPS of $1.41, beating expectations by $0.10, and revenue of $1.18 billion, up 3.29% year-over-year. Key stats reveal enterprise revenue growth at 6% and a low average monthly churn of 2.8%, highlighting positive financial health.

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00:01:46

Sprouts Farmers Market, Inc. (SFM), 2024 Q4 earnings...

Earnings Report Digest ·

2025/02/21

$SFM has released its Q4 2024 earnings, showcasing notable performance. Key stats indicate an EPS of $0.79, beating estimates by $0.06, and revenue of $2.00B, a remarkable 17.53% increase year-over-year. Some risks include rising SG&A costs due to strategic investments.

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00:01:49

Nu Holdings Ltd. (NU), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/21

$NU released its Q4 2024 earnings, highlighting a revenue of $2.99B (+24.3% Y/Y) but slightly missing estimates. Key stats reveal a solid growth trajectory with 20.4M new customers in 2024, but risks persist from FX impacts on margins and operational costs. 📊

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00:01:48

MercadoLibre, Inc. (MELI), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/21

$MELI has released its Q4 2024 earnings report showing strong performance with EPS at $12.61, beating expectations by $5, and revenue of $6.06B, up 42.2% YoY, also exceeding forecasts by $118.19M. 📈 Key metrics reveal robust growth and profitability, although macroeconomic risks due to inflation in Brazil could impact credit performance. 🏦

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00:01:53

Booking Holdings Inc. Common St (BKNG), 2024 Q4...

Earnings Report Digest ·

2025/02/21

$BKNG just released its Q4 earnings report, highlighting robust financial performance with EPS of $41.55, exceeding estimates by $5.50, and revenue reaching $5.47B (14% Y/Y growth).

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00:01:37

Alibaba Group Holding Limited (BABA), 2024 Q4...

Earnings Report Digest ·

2025/02/21

$BABA just released its Q3 2025 earnings report, showcasing solid performance. Key highlights include an EPS of $2.95, surpassing expectations, and a revenue of $38.60B, reflecting a 6.67% year-over-year growth. Key stats indicate strong profitability with GAAP net income rising by 333% and adjusted EBITDA increasing by 4%. However, risks persist in free cash flow, which dropped by 31% due to increased investments in cloud infrastructure.

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00:01:56

Walmart Inc. (WMT), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/21

$WMT has released its Q4 2025 earnings report, showing a solid quarter despite some challenges. Highlights include a revenue of $178.83B (+4.02% Y/Y) and an EPS of $0.66 (+$0.01). While sales growth was strong, there are risks from currency impacts and a competitive grocery landscape.

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00:01:53

Analog Devices Inc (ADI), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/20

$ADI has released its Q1 2025 earnings report, revealing an EPS of $1.63, beating estimates by $0.09, while revenue reached $2.42B, a decline of 3.56% YoY. Key highlights include improved margins (68.8%) and a strong cash position of $2.7B. Risks remain, notably in the consumer sector (down 15% QoQ). Future opportunities are promising, with expected revenue growth of $2.5B in Q2 and continued investments in automation, healthcare, and automotive driving potential. 🚀 Check detailed analysis at

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00:01:53

Baidu(BIDU), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/19

$BIDU just released its Q4 earnings report, showcasing mixed results. With an EPS of $2.64 beating expectations by $0.78, revenue stood at $4.69B, a slight decline of 3.45% YoY despite beating forecasts by $85.61M. While profitability metrics are solid, risks in the marketing segment persist. Highlights include a robust 26% growth in AI Cloud revenue. Future opportunities lie in expanded AI service adoption, but competition remains fierce. 🚀📈 For more insights, check valueverge.com/BIDU.

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00:01:35

Cadence Design Systems(CDNS), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/19

$CDNS has released its Q4 2024 earnings, reporting an EPS of $1.88 and revenues of $1.36B, both exceeding expectations.📈 With a Y/Y revenue growth of 26.89%, Cadence is capitalizing on the AI-driven semiconductor demand, but faces potential headwinds in China, which is projected to have flat revenues for 2025 due to export control concerns.💼

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00:01:44

Medtronic(MDT), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/02/19

$MDT has released its Q3 2025 earnings, showcasing an EPS of $1.39, slightly beating expectations, but a revenue of $8.29B missed by $33.58M. Key stats reveal a valuation risk with slowed revenue growth of 2.51% YoY and high operating leverage potential with gross margins expanding to 66.6%.

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Earnings Report Digest

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