ValueVerge

Earnings Report Digest

Business EN ↓ 469 episodes

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

Author

ValueVerge

Category

Business

Podcast website

valueverge.com

Latest episode

Jul 19, 2025

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Episodes

Dick's Sporting Goods Inc (DKS), 2024 Q4 earnings digest 12.03.2025

$DKS just released its Q4 earnings report. Key highlights include an EPS of $3.62, which exceeded estimates by $0.11. Revenue grew to $3.89B, a slight 0.45% year-over-year. Despite record sales of $13.4B, there are risks due to inventory increase (+18%) and macroeconomic uncertainties.

Ferguson Enterprises Inc. (FERG), 2024 Q4 earnings digest 12.03.2025

$FERG has just released its Q2 2025 earnings. Key highlights include an EPS of $1.52, missing expectations by $0.08, while revenue of $6.87B surpassed forecasts by $104.81M. The overall growth remains muted amid persistent commodity de-valuation.

BioNTech SE (BNTX), 2024 Q4 earnings digest 11.03.2025

$BNTX has released its Q4 2024 earnings, showing an EPS of $1.17, exceeding estimates by $0.76, while revenues declined 20.23% year-over-year to $1.29B, beating expectations by $44.78M. Financial highlights include a cash position of €17.4B, ensuring strong financial health despite a total net loss of €665M for 2024. 📉

Oracle (ORCL), 2024 Q4 earnings digest 11.03.2025

$ORCL has released its Q3 2025 earnings report, revealing a miss on EPS at $1.47 and revenue of $14.13B, below estimates. Key stats show a strong RPO of $130B, a significant 63% increase y/y, reflecting financial health. However, the EPS slip may concern investors. 📉💰

Samsara Inc. (IOT), 2024 Q4 earnings digest 07.03.2025

🚨 $IOT highlights its Q4 2025 earnings with an EPS of $0.11, surpassing estimates by $0.04, and revenue of $346.29M, a 25% YoY increase! Key risks include reliance on large enterprise customer growth and longer sales cycles.

Hewlett Packard Enterprise Comp (HPE), 2024 Q4 earnings digest 07.03.2025

$HPE has released its Q1 2025 earnings results, revealing revenues of $7.85B, up 16.27% year-over-year, beating expectations but slightly missing EPS at $0.49. Key highlights include strong server business growth of 30% y/y but profit margins facing pressures from aggressive pricing.

Kroger Company (KR), 2024 Q4 earnings digest 07.03.2025

$KR has released its Q4 2024 earnings. The company reported an EPS of $1.14, beating expectations by $0.03, but revenue declined by 7.44% year-over-year to $34.31B, missing estimates. Risks include increased competition and inflationary pressures affecting pricing strategies.

JD.com, Inc. (JD), 2024 Q4 earnings digest 07.03.2025

$JD has released its Q4 2024 earnings report, showing significant growth in revenue and profits. Key stats include an EPS of $1.02 beating estimates by $0.19 and revenue of $47.88B (12.6% YOY growth), demonstrating strong profitability and financial health. However, future risks include market fluctuations and potential supply chain issues.

Costco(COST), 2024 Q4 earnings digest 07.03.2025

$COST has released its Q2 2025 earnings report, showing mixed results. Key stats include an EPS of $4.02, missing estimates by $0.08, while revenue rose to $63.72B (up 9.04% Y/Y). Risks highlighted: foreign exchange impacts and inflationary pressures.

Broadcom Inc. (AVGO), 2024 Q4 earnings digest 07.03.2025

$AVGO has released its Q1 2025 earnings, reporting a solid performance with EPS at $1.60, beating estimates by $0.09, and revenue hitting a record $14.92B, a 25% increase YoY. Highlights include strong AI semiconductor growth (+77% YoY) to $4.1B, although non-AI segments faced seasonal declines. Risks include the potential impact of geopolitical tensions and evolving AI regulations. Future growth...

Abercrombie & Fitch Co(ANF), 2024 Q4 earnings digest 06.03.2025

$ANF has released Q4 2024 earnings, reporting an EPS of $3.57 and revenue of $1.58B, both exceeding expectations. With a 9% revenue increase year-over-year and an operating margin of 16.2%, the outlook remains strong. Key risks include pressured gross margins from higher freight costs.

MongoDB, Inc. (MDB), 2024 Q4 earnings digest 06.03.2025

$MDB has released its Q4 2025 earnings. Highlights include EPS of $1.28, beating estimates by $0.61, and revenue of $548.4M, a 20% year-over-year increase, surpassing expectations.

Marvell Technology, Inc. (MRVL), 2024 Q4 earnings digest 06.03.2025

$MRVL released its Q4 2025 earnings, showcasing solid performance. It reported EPS of $0.60 (beating estimates by $0.01) and revenues of $1.82B (up 27.4% YoY). Key highlights include strong growth in the data center sector, driven by AI demand, and significant cash flow of $1.68B. However, caution exists around seasonal declines in the consumer market. 🎉 Future expectations show potential revenue...

Best Buy Co., Inc. (BBY), 2024 Q4 earnings digest 05.03.2025

$BBY has released its Q4 2025 earnings, reporting an EPS of $2.58, beating estimates by $0.17, while revenues stood at $13.95B—a decline of 4.77% YoY. The performance reflects solid digital sales, accounting for nearly 40% of total sales, but overall profitability showed slight pressure.

CrowdStrike Holdings, Inc. (CRWD), 2024 Q4 earnings digest 05.03.2025

$CRWD has released its Q4 2025 earnings, reporting an EPS of $1.03, beating expectations by $0.17, and revenue of $1.06B, growing 25.22% year-over-year. Key highlights include a strong gross dollar retention rate of 97% and a record free cash flow of $240M for the quarter.

HP Inc. (HPQ), 2024 Q4 earnings digest 28.02.2025

$HPQ has released its Q1 2025 earnings, revealing an EPS of $0.74, which aligns with expectations, while revenue reached $13.5B, beating estimates by $151.49M. Key highlights include a 2% YoY revenue growth primarily driven by Personal Systems. Risks involve commodity cost pressures impacting margins. Future growth hinges on AI PCs and a strategic focus on commercial segments. 🌟 Solid PC demand a...

Monster Beverage Corporation (MNST), 2024 Q4 earnings digest 28.02.2025

$MNST has released its Q4 2024 earnings report. The company reported EPS of $0.38, missing estimates by $0.02, though revenue of $1.81B exceeded expectations (+4.74% Y/Y).

Vistra Corp. (VST), 2024 Q4 earnings digest 28.02.2025

$VST has released its Q4 earnings report, highlighting a mixed performance. While revenue hit $4.04B, exceeding expectations, EPS fell short by $2.40. Profitable growth continues with a revenue increase of 31.16% year-over-year, emphasizing strong financial health despite challenges. With adjusted EBITDA projected between $5.5B to $6.1B for 2025, Vistra is positioned for potential growth opportuni...

Autodesk, Inc. (ADSK), 2024 Q4 earnings digest 28.02.2025

$ADSK has released its Q4 2025 earnings report, showing an EPS of $2.29, surpassing expectations by $0.15, and revenue of $1.64B, up 11.57% YoY. Despite facing foreign exchange headwinds, the company announced ongoing restructuring efforts to optimize operations. ⚖️

TJX Companies, Inc. (TJX), 2024 Q4 earnings digest 27.02.2025

📈 $TJX has released its Q4 2025 earnings, reporting an EPS of $1.23, beating estimates by $0.06. Revenue reached $16.35B, slightly down from last year (-0.37% Y/Y), but above expectations by $109.77M, reflecting robust customer transactions. Key highlights include a 5% comp sales growth and a pre-tax profit margin of 11.6% (up from 10.9%). Risks include potential impacts from foreign exchange flu...

Lowe's Companies, Inc. (LOW), 2024 Q4 earnings digest 27.02.2025

$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.

Synopsys, Inc. (SNPS), 2024 Q4 earnings digest 27.02.2025

$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...

Salesforce, Inc. (CRM), 2024 Q4 earnings digest 27.02.2025

$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. 📈

NVIDIA Corporation (NVDA), 2024 Q4 earnings digest 27.02.2025

$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. 📈

First Solar, Inc. (FSLR), 2024 Q4 earnings digest 26.02.2025

$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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