PODCAST

Earnings Report Digest

ValueVerge

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

business investing

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00:01:46

DELL (DELL), 2025 Q1 earnings digest

Earnings Report Digest ·

2025/05/30

$DELL has released its earnings for Q1 2026. Key stats show revenue at $23.38B, up 5.1% Y/Y, but EPS of $1.55 missed estimates by $0.14. Early indications suggest risks in consumer demand, having declined 19%, while the enterprise sector continues to drive growth.

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00:01:40

COSTCO (COST), 2025 Q1 earnings digest

Earnings Report Digest ·

2025/05/30

$COST has released its Q3 2025 earnings, showcasing an EPS of $4.28, beating estimates by $0.04, with revenues of $63.21B, a robust 8.02% increase year-over-year. However, risks include inflation impacts on inventory and ongoing tariffs, which caused a $130 million LIFO charge this quarter, stressing financial health.

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00:01:51

Intuit (INTU), 2025 Q1 earnings digest

Earnings Report Digest ·

2025/05/23

$INTU announced its Q3 earnings, revealing impressive revenue growth of 15%, hitting $7.75B, and beat EPS estimates at $1.65. Key risks include slightly declining shares in TurboTax units due to market dynamics.

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00:01:54

Zoom Communications, Inc. (ZM), 2025 Q1 earnings digest

Earnings Report Digest ·

2025/05/22

$ZM has released its Q1 2026 earnings, reporting an EPS of $1.43, beating estimates by $0.12. Revenue reached $1.17B, growing 2.93% year-over-year and surpassing projections. Highlights include a low churn rate of 2.8%, reflecting strong customer retention. However, the Enterprise segment outlook is cautious due to elongated deal cycles amid macroeconomic challenges.

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00:01:43

Target Corporation (TGT), 2025 Q1 earnings digest

Earnings Report Digest ·

2025/05/22

$TGT just released its Q1 2025 earnings. EPS of $1.30 missed expectations by $0.35, with revenue at $23.85B down 2.79% year-over-year, reflecting ongoing challenges in discretionary spending and consumer confidence.

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00:01:59

Snowflake Inc. (SNOW), 2025 Q1 earnings digest

Earnings Report Digest ·

2025/05/22

$SNOW has released its Q1 2026 earnings, reporting an EPS of $0.24, which beat expectations by $0.03. Revenue grew to $1.04 billion, up 25.75% Y/Y, surpassing forecasts by $36.39 million. Key metrics include a gross margin of 75.7% and a healthy net revenue retention of 124%. Risks include potential market fluctuations and customer consumption trends.

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00:01:49

Medtronic plc. (MDT), 2025 Q1 earnings digest

Earnings Report Digest ·

2025/05/22

$MDT is here with their latest earnings release. For Q4 2025, Medtronic reported an EPS of $1.62, exceeding expectations by $0.04, and revenues of $8.93B, reflecting a 3.94% year-over-year growth. Key highlights include an 8% surge in the cardiovascular sector and a strategic move to separate its diabetes business, enhancing focus on high-margin growth areas. However, risks include tariff impacts of $200M–$350M and gross margin headwinds.

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00:01:52

TJX Companies, Inc. (TJX), 2025 Q1 earnings digest

Earnings Report Digest ·

2025/05/22

$TJX has released its Q1 2026 earnings, showing a quarterly EPS of $0.92, beating expectations by $0.01, with revenue reaching $13.11B, a year-over-year growth of 5.06%. 🚀 Key highlights include a pretax profit margin of 10.3%, down slightly from last year, and a strong comp sales growth of 3%. 📈 However, the future may hold risks with ongoing tariff pressures and fluctuating gross margins. Despite this, TJX remains optimistic about navigating these challenges. For more details, visit

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00:01:52

Lowe's Companies, Inc. (LOW), 2025 Q1 earnings digest

Earnings Report Digest ·

2025/05/22

$LOW reports Q1 2025 results with EPS of $2.92, slightly beating estimates. However, revenue fell 2.03% YOY to $20.93B, raising concerns about the ongoing pressure in the DIY sector💼.

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00:01:49

Deere & Company (DE), 2025 Q1 earnings digest

Earnings Report Digest ·

2025/05/16

$DE has released its Q2 earnings, reporting an EPS of $6.64, beating expectations by $1.02, despite a revenue drop of 17.92% year-over-year to $11.17B. Key aspects include a strong profit margin of 18.8% in equipment operations, showcasing operational resilience amid macro uncertainties.

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00:01:52

Alibaba Group Holding Limited (BABA), 2025 Q1...

Earnings Report Digest ·

2025/05/16

$BABA has reported its Q4 2025 earnings results. Key stats show an EPS of $1.74, slightly missing estimates by $0.04, and revenue of $32.81B, reflecting a growth of 6.96% Y/Y, yet falling short of expectations by $515M. The results highlight profitability concerns amidst increasing investments in technology and user experience.

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00:01:48

Walmart Inc. (WMT), 2025 Q1 earnings digest

Earnings Report Digest ·

2025/05/16

$WMT has released its earnings report for Q1 2026. Key highlights include an EPS of $0.61, a 4% increase in consolidated revenue to $163.98B, while revenue slightly missed expectations. Risks include navigating tariff impacts and managing inflation across categories.

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00:01:45

SONY (SONY), 2025 Q1 earnings digest

Earnings Report Digest ·

2025/05/15

$SONY has released its Q4 2025 earnings report. The company reported an EPS of $0.22, beating estimates by $0.10, though its revenue of $17.91B fell short by $3.00B with a 19.48% decline year-over-year.

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00:02:00

Cisco Systems, Inc. (CSCO), 2025 Q1 earnings digest

Earnings Report Digest ·

2025/05/15

$CSCO has released its Q3 2025 earnings, showcasing solid performance. EPS of $0.96 (beating estimates) and revenue of $14.15B (up 11.39% YoY) highlight strong profitability and growth. Order growth was robust at 20%, signaling good momentum, though risks remain from ongoing tariff uncertainties. 🌟📈 With AI orders exceeding $600M, Cisco is capitalizing on emerging tech opportunities, but must navigate potential impact from tariffs on future margins. 🛑💼

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00:01:51

Energy Transfer LP Unit (ET), 2025 Q1 earnings digest

Earnings Report Digest ·

2025/05/07

$ET has released its Q1 2025 earnings. Key stats show EPS of $0.36, beating expectations, but revenue slipped 2.82% year-over-year to $21.02B, missing estimates. Risks include litigation tied to Winter Storm Uri, impacting financial health.

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00:01:49

DoorDash (DASH), 2025 Q1 earnings digest

Earnings Report Digest ·

2025/05/07

$DASH has released its Q1 2025 earnings report, revealing mixed results. The company reported an EPS of $1.07, surpassing expectations by $0.10, but revenue fell short at $3.03B, missing estimates by $62.46M. 🚀

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00:01:50

Arista Networks Inc (ANET), 2025 Q1 earnings digest

Earnings Report Digest ·

2025/05/07

💼 $ANET has released its Q1 2025 earnings, reporting an EPS of $0.65, beating expectations, and a revenue of $2 billion, up 27.6% Y/Y. Key highlights include a gross margin of 64.1% and strong customer momentum across various sectors, especially AI and cloud. 📈

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00:01:34

AMD (AMD), 2025 Q1 earnings digest

Earnings Report Digest ·

2025/05/07

$AMD just released its Q1 2025 earnings results. The company reported an EPS of $0.96, beating estimates by $0.03, and a revenue of $7.44B, up 36% YoY, surpassing expectations by $318.31M. 🔍 Highlights include a 57% growth in the data center segment and a 28% gain in client and gaming. 🚀 Risks include new export controls impacting revenue guidance by $1.5B for the year. 📉 Future growth opportunities are bolstered by the upcoming launch of the MI350 series and strong demand across segments. For

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00:01:54

Palantir Technologies Inc (PLTR), 2025 Q1 earnings...

Earnings Report Digest ·

2025/05/06

$PLTR has released its Q1 2025 earnings, showcasing robust revenue growth of 39% year-over-year, with US revenue surging 55%. Key stats reveal an adjusted EPS of $0.13, and a strong adjusted operating margin of 44%, indicating solid profitability. ⚖️ Risk factors include global uncertainty potentially affecting spending, but demand for their AI solutions remains high. Future opportunities seem promising, with AIP driving expansion. 🚀 For more details, check valueverge.com/PLTR.

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00:01:44

Eaton Corporation, PLC (ETN), 2025 Q1 earnings digest

Earnings Report Digest ·

2025/05/03

$ETN has released its earnings report for Q1 2025, showing a solid performance with an EPS of $2.72, beating estimates by $0.01, and revenues of $6.38B, a rise of 7.3% year-over-year.

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Earnings Report Digest

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