PODCAST

Earnings Report Digest

ValueVerge

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

business investing

All Episodes

00:01:49

Comcast Corporation (CMCSA), 2025 Q1 earnings digest

Earnings Report Digest ·

2025/04/25

$CMCSA has released its Q1 2025 earnings report, showing an EPS of $1.09, beating estimates by $0.10, while revenue came in at $29.89B, a slight decline of 0.57% year-over-year. Key stats reveal solid profitability with a 5% adjusted EPS growth and $5.4B in free cash flow.

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00:01:41

Pepsico, Inc. (PEP), 2025 Q1 earnings digest

Earnings Report Digest ·

2025/04/25

$PEP has released its Q1 2025 earnings, with an EPS of $1.48, missing estimates by $0.01, and revenue of $17.92B, a slight decline of 1.81% Y/Y yet beating expectations by $190.27M. Key highlights include profitability risks tied to ongoing tariffs and consumer pressures, while growth from the international segment remains a strong point. Future opportunities involve strategic investments in pricing and enhanced operational efficiency. 📉👀🌍 Full details at valueverge.com/PEP.

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00:01:47

Procter & Gamble Company (PG), 2025 Q1 earnings digest

Earnings Report Digest ·

2025/04/25

$PG released its Q3 2025 earnings report, where EPS came in at $1.54, slightly beating estimates, while revenue fell 2.07% year-over-year to $19.78B, missing expectations by $376M.

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00:01:45

Alphabet Inc. (GOOG), 2025 Q1 earnings digest

Earnings Report Digest ·

2025/04/25

$GOOG has released its Q1 2025 earnings report, showcasing a solid quarter. Key stats include an EPS of $2.81 (beating estimates by $0.80) and revenues of $90.23B, representing a year-over-year growth of 12.04%. Risks include rising depreciation and competition in AI applications.

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00:01:47

Lam Research Corporation (LRCX), 2025 Q1 earnings digest

Earnings Report Digest ·

2025/04/24

$LRCX has released its Q3 2025 earnings report, revealing a solid performance. Key stats include EPS of $1.04 (beating expectations) and revenue of $4.72B, up 24.43% year-over-year. Risks may arise from fluctuating market conditions and tariff impacts, affecting future guidance.

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00:01:53

ServiceNow, Inc. (NOW), 2025 Q1 earnings digest

Earnings Report Digest ·

2025/04/24

$NOW has released its Q1 2025 earnings, highlighting an EPS of $4.04, beating expectations by $0.21, and revenues of $3.09B, representing an 18.63% year-over-year growth. Key stats indicate strong demand, with 72 deals over $1M in new ACV. Risks include macroeconomic uncertainties, especially in federal sectors.

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00:01:49

AT&T Inc. (T), 2025 Q1 earnings digest

Earnings Report Digest ·

2025/04/24

$T has released its Q1 2025 earnings, reporting a mixed performance. Total revenue rose to $30.63B, up 1.99% Y/Y, surpassing expectations, while EPS of $0.51 missed estimates by $0.01. Notably, solid growth in mobility and broadband drove results, yet challenges remain, including potential tariff impacts on device costs.

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00:01:46

SAP SE (SAP), 2025 Q1 earnings digest

Earnings Report Digest ·

2025/04/23

$SAP has released its Q1 2025 earnings report, reporting an EPS of $1.65 which beats estimates by $0.22, while revenues of $10.30B slightly missed expectations. Notably, their current cloud backlog rose by 29% to €18.2 billion and cloud revenue grew 26% year-over-year.

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00:01:57

Lockheed Martin Corporation (LMT), 2025 Q1 earnings...

Earnings Report Digest ·

2025/04/23

$LMT has released its Q1 2025 earnings results, showcasing a solid financial performance with an EPS of $7.28, exceeding expectations by $0.97, and revenue rising 4.47% year-over-year to $17.96B. 🚀 Key highlights include strong margins at 11.6% and a robust backlog of $173 billion. However, risks from tariffs and the Next Generation Air Dominance program remain. Looking ahead, Lockheed anticipates mid-single-digit growth and aims to navigate these challenges while investing $10 billion in R&D

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00:01:53

Verizon Communications Inc. (VZ), 2025 Q1 earnings...

Earnings Report Digest ·

2025/04/23

$VZ has released its Q1 2025 earnings report, showing EPS of $1.19 (up 3.5% YoY) and revenue of $33.49B (1.53% YoY growth). Key highlights include a 2.7% growth in wireless service revenue and record adjusted EBITDA of $12.6B. Risks include federal account pressures affecting business and higher churn rates due to recent price hikes.

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00:01:39

TESLA(TSLA), 2025 Q1 earnings digest

Earnings Report Digest ·

2025/04/23

$TSLA just released Q1 2025 earnings, showing an EPS of $0.27, missing estimates by $0.14, and revenue of $19.34B, down 9.23% year-over-year. Risks include reduced vehicle deliveries and supply chain challenges amid a new production upgrade.

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00:01:49

Netflix, Inc. (NFLX), 2025 Q1 earnings digest

Earnings Report Digest ·

2025/04/18

🚀 $NFLX has released its Q1 2025 earnings, reporting an EPS of $6.61, beating estimates by $0.93, and revenue of $10.54B, reflecting a 12.51% year-over-year growth. Key risks include rising content expenses impacting future margins. 📉

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00:01:50

American Express Company (AXP), 2025 Q1 earnings digest

Earnings Report Digest ·

2025/04/18

$AXP has released its Q1 2025 earnings, showing solid EPS of $3.64, beating expectations, and revenues reaching $16.97B (+7.38% Y/Y). Key metrics indicate robust profitability with a 34% ROE, while the CET1 ratio stands at 10.7%. Risks include heightened macroeconomic uncertainty impacting consumer spending behavior. 🌍 📉

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00:01:41

UnitedHealth Group Incorporated (UNH), 2025 Q1...

Earnings Report Digest ·

2025/04/18

$UNH has released its Q1 2025 earnings report, revealing an EPS of $7.20, which missed estimates by $0.09 and a revenue of $109.58B, falling short by $2.03B. Highlights show a strong growth in membership for Medicare Advantage and Optum, with increased care activity likely affecting financial performance. Valuation appears under pressure, while growth opportunities exist through enhanced digital engagement and expansion in value-based care. 📉💡 Future performance will hinge on effective strategies

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00:01:53

TSMC (TSM), 2025 Q1 earnings digest

Earnings Report Digest ·

2025/04/18

$TSM is releasing its Q1 2025 earnings report. Earnings per share of $2.12 beat expectations, with revenue up 41.4% year-over-year at $25.78B. While profitability ratios remain strong with a gross margin of 58.8%, risks persist from geopolitical uncertainties and tariff impacts. 🌏⚖️ Advanced tech contributes 73% of wafer revenue, driven by AI demands, but smartphone seasonality affected forecasts. Future guidance signals a revenue increase of 38% sequentially for Q2. 🚀📈 For in-depth analysis,

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00:01:54

Abbott Laboratories (ABT), 2025 Q1 earnings digest

Earnings Report Digest ·

2025/04/17

$ABT announced its Q1 2025 earnings, reporting an EPS of $1.09, slightly beating expectations, while revenue of $10.36B fell short by $58.96M. Despite this, sales grew 3.95% YoY, revealing solid performance in nutrition and medical devices. The risk of tariffs impacting financials was acknowledged. Highlights: ⚖️ Gross margin up +140bps, °📊 12.5% growth in medical devices, and forecast earnings per share of $1.23 to $1.27 for the next quarter. Future opportunities include expanding biosimilars and

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00:01:53

ASML (ASML), 2025 Q1 earnings digest

Earnings Report Digest ·

2025/04/17

$ASML has released its Q1 2025 earnings. Key stats: EPS of $6.83 (+4.40% YoY) surpassed expectations; revenue of $8.82B (+56.24% YoY) also beat forecasts. Strong growth from EUV and logic systems is a highlight, but risks from macroeconomic uncertainties and tariffs loom.

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00:01:37

PNC, 2025 Q1 earnings digest

Earnings Report Digest ·

2025/04/16

$PNC has recently released its Q1 2025 earnings, revealing an EPS of $3.51, which beat expectations by $0.12, though revenue of $5.45B fell short by $29.88M. Key highlights include a solid net income growth of 13% year-over-year, driven by improved net interest income and controlled expenses. However, there are concerns about potential impacts from uncertainty in the market due to tariffs. Opportunities for growth in C&I loans and revenue management strategies have been acknowledged. For

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00:01:44

Interactive Brokers Group, Inc. (IBKR), 2025 Q1...

Earnings Report Digest ·

2025/04/16

$IBKR has released their Q1 2025 earnings report. Key stats show an EPS of $1.88, missing expectations by $0.05, and a revenue of $1.40B, down 16.04% year-over-year, missing by $9.4M. Risks may include declining interest rates affecting net income.

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00:01:51

Citigroup, Inc. (C), 2025 Q1 earnings digest

Earnings Report Digest ·

2025/04/16

$C announces Q1 2025 earnings, reporting an EPS of $1.99, surpassing expectations by $0.13, and a revenue of $21.6B, a 2.33% Y/Y increase. Key highlights include net income of $4.1B and a CET1 ratio of 13.4%. Key risks involve the uncertain macroeconomic outlook impacting credit costs and consumer spending. Future opportunities include growth in investment banking and AI integration. 📈🌍 Investors should stay informed on Citi's resilience amid challenges. More details at valueverge.com/C.

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Earnings Report Digest

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