AIV Logo AIV Assistant

Loading...

Earnings Recaps

Browse reported earnings of the most popular stocks

50 companies Today
Akebia Therapeutics, Inc. logo
AK
Akebia Therapeutics, Inc.
AKBA
Q3 2025
Reported:

Akebia's Q3 2025 results highlight promising launch momentum for Vafseo despite revenue of $14.3 million, driven by strong prescriber interest and increasing patient access.

Key takeaways
  • Vafseo has generated more prescriptions in its first 41 weeks than any recent dialysis launch, indicating notable market acceptance.
  • Patient accessibility increased from 40,000 to nearly 70,000, aided by partnerships with DaVita and smaller providers.
  • Recent data presented at the ASN meeting suggests Vafseo may lower mortality and hospitalization risks for dialysis patients, bolstering its clinical differentiation.
  • Plans are underway to engage with the FDA about a three-times-weekly dosing regimen, which could enhance patient adherence and facilitate broader adoption.
  • Ongoing operational challenges to integrate Vafseo into existing dialysis protocols are being addressed to improve therapy availability.

Almirall, S.A. logo
AL
Almirall, S.A.
ALM.MC
Q3 2025
Reported:

Almirall reported strong financial results for the first nine months of 2025, bolstered by impressive sales growth in its medical dermatology portfolio, particularly from Ebglyss and Ilumetri.

Key takeaways
  • Net sales of Ilumetri reached EUR 171 million, representing a 12% year-on-year growth, with peak sales expected to exceed EUR 300 million.
  • Ebglyss sales nearly quadrupled to EUR 75.5 million, underscoring its success as a leading atopic dermatitis treatment in a rapidly expanding market.
  • Strong momentum in newly launched European markets boosts confidence in Almirall’s product positioning and growth trajectory.
  • Ongoing clinical trials and collaborations, particularly in atopic dermatitis, are expected to enhance the company's competitive edge and growth potential.
  • Almirall reiterated its mid-term guidance, reflecting confidence in its product pipeline and market strategies.

AST SpaceMobile, Inc. logo
AS
AST SpaceMobile, Inc.
ASTS
Q3 2025
Reported:

AST SpaceMobile achieved significant commercial progress in Q3 2025, securing landmark agreements with Verizon and STC, while advancing its technology milestones in the space-based cellular broadband market.

Key takeaways
  • Signed definitive agreements with Verizon and STC, highlighting expanding commercial partnerships with over 50 mobile network operators globally.
  • Demonstrated successful technology milestones, including direct voice and video calls via Blue Bird satellites with Verizon and Bell Canada.
  • Secured over $1 billion in total contracted revenue commitments from commercial partners, signaling strong market confidence.
  • Manufacturing efforts remain on track, with plans to ramp up satellite production to six satellites per month by 2025 year-end.
  • Expected to activate intermittent nationwide service by early 2026, targeting comprehensive coverage across the Continental U.S. and select international markets.

Beasley Broadcast Group, Inc. logo
BB
Beasley Broadcast Group, Inc.
BBGI
Q3 2025
Reported:

Beasley Broadcast Group reported third-quarter 2025 revenues of approximately $51 million, reflecting an 11% decline on a same-station basis, while digital revenue surged, accounting for 25% of total revenue and demonstrating strong growth potential.

Key takeaways
  • Digital revenue grew approximately 28% year-over-year, driven by targeted digital solutions, outperforming traditional revenue streams.
  • The company's digital segment operating income reached a record 28%, underscoring improved inventory economics and pricing flexibility.
  • Local direct revenue saw a 3.5% year-over-year increase, now representing nearly 60% of total local business, enhancing revenue predictability.
  • Comprehensive cost reduction efforts are projected to yield an additional $1.5 million in annual savings, impacting the P&L by year-end.
  • Leadership transitions include Caroline Beasley serving as Principal Financial Officer following the resignation of the CFO, aiming for continuity and strategic execution.

Bain Capital Specialty Finance, Inc. logo
BC
Bain Capital Specialty Finance, Inc.
BCSF
Q3 2025
Reported:

Bain Capital Specialty Finance delivered a solid third quarter, with net investment income per share at $0.45, exceeding the regular dividend by 7%, despite a slight decline in net asset value.

Key takeaways
  • Q3 net investment income was $0.45 per share, achieving an annualized yield of 10.3%.
  • Earnings per share stood at $0.29, reflecting a 6.6% annualized return on book value.
  • Gross originations reached $340 million, with a focus on first lien borrowers and maintaining disciplined pricing.
  • Non-accrual investments remained stable at 1.5% of total investments, underscoring strong credit quality across the portfolio.
  • Quarterly dividends declared totaled $0.45 per share, aligning with management's commitment to attractive shareholder returns.

KE Holdings Inc. logo
BE
KE Holdings Inc.
BEKE
Q3 2025
Reported:

KE Holdings reported mixed results for Q3 2025, with total revenues increasing slightly year-over-year while experiencing declines in net income amid ongoing optimization efforts and investments in AI technology.

Key takeaways
  • Total revenues reached RMB 23.1 billion, up 2.1% year-over-year, but GAAP net income fell 36.1% to RMB 747 million.
  • GTV for existing home transactions showed a 5.8% year-over-year increase, while new home transactions experienced significant declines, down 13.7% year-over-year.
  • The company achieved city-level profitability in its home renovation and rental business, contributing to a record high combined profit for gross margins.
  • Share repurchases in Q3 were at their highest level in two years, reinforcing a commitment to shareholder returns.
  • Efficiency enhancements via AI and operational optimizations are central to the company's growth strategy moving forward.

Bank of Cyprus Holdings Public Limited Company logo
BK
Bank of Cyprus Holdings Public Limited Company
BKCYF
Q3 2025
Reported:

Bank of Cyprus reported stable earnings for the first nine months of 2025, with strong net interest income and an upgraded return on tangible equity (ROTE) target, reflecting robust operational efficiency and capital strength.

Key takeaways
  • Net interest income for Q3 remained resilient at EUR 180 million, supported by strong volume growth and effective hedging strategies.
  • ROTE exceeded 18.4%, with a CET1 ratio above 20%, allowing for an attractive 70% earnings distribution.
  • The bank successfully refinanced EUR 300 million in subordinated Tier 2 notes, reducing funding costs and enhancing capital ratios.
  • Asset quality improved, with the non-performing exposure (NPE) ratio at 1.2% and a cost of risk at 33 basis points.
  • The bank's deposit base grew 3% quarter-on-quarter, signaling sustained customer confidence amid a favorable economic backdrop.

Eastside Distilling, Inc. logo
BL
Eastside Distilling, Inc.
BLNE
Q3 2025
Reported:

Beeline Holdings reported a successful third quarter in 2025, highlighted by achieving its first positive cash flow in its lending subsidiary and significant growth in mortgage originations. The company is on track to become cash flow positive overall by early 2026.

Key takeaways
  • Beeline Loans recorded a 35% quarter-over-quarter increase in lending originations, rising from $51.9 million to $69.8 million.
  • The company transitioned to a debt-free status in September 2025, strengthening its financial position.
  • Monthly closed loan units surged by 91% since January, showcasing the scalability of Beeline's digital mortgage operations.
  • Revenue per closed mortgage file improved from $6,400 to $8,828, with projections indicating normalization between $10,000 and $11,000.
  • Beeline's AI sales agent, "Bob," significantly enhanced lead conversion rates, indicating strong technological advantages in the sales process.

Capricor Therapeutics, Inc. logo
CA
Capricor Therapeutics, Inc.
CAPR
Q3 2025
Reported:

Capricor Therapeutics reported significant advancements ahead of the anticipated results from the pivotal HOPE-3 Phase 3 study of Daramycin, targeting Duchenne muscular dystrophy, bolstered by a robust safety profile demonstrated across a significant patient population.

Key takeaways
  • The HOPE-3 study, involving 105 participants, marks one of the largest double-blind trials in Duchenne muscular dystrophy, focusing on non-ambulant patients.
  • Safety data from over 800 infusions indicate a consistent safety profile with no new safety signals reported, aligning with the company's commitment to patient safety.
  • The company plans to submit HOPE-3 results to address FDA feedback following a Complete Response Letter (CRL) received in July, which stipulated the need for additional evidence of efficacy.
  • The FDA has classified the resubmission for Daramycin as Type 2, potentially expediting the review process ahead of a new PDUFA date in 2026.
  • Capricor has positioned itself to address unmet medical needs related to Duchenne muscular dystrophy-associated cardiomyopathy, a leading cause of mortality in affected patients.

Caledonia Mining Corporation Plc logo
CM
Caledonia Mining Corporation Plc
CMCL
Q3 2025
Reported:

Caledonia Mining reported a strong Q3 2025 performance with a 52% revenue increase to $71 million and significant EBITDA growth of 162% to $33 million, driven by higher gold prices, despite a tragic fatality at the Blanket mine.

Key takeaways
  • Gold production at Blanket reached over 19,000 ounces, benefiting from a rising gold price of approximately $3,400 per ounce, up 40% quarter-on-quarter.
  • The company declared a quarterly dividend of $0.14 per share, underscoring its commitment to returning value to shareholders.
  • Operational improvements included the introduction of short interval control systems, leading to enhanced production consistency.
  • Despite strong operational metrics, a temporary drop in ore grade was noted due to safety-related halts following a fatal incident.

Cannae Holdings, Inc. logo
CN
Cannae Holdings, Inc.
CNNE
Q3 2025
Reported:

Cannae Holdings delivered robust third-quarter results, significantly advancing its strategic plan by monetizing public investments and enhancing shareholder returns.

Key takeaways
  • Successfully sold Dun & Bradstreet, generating $630 million and enabling $424 million in capital returns to shareholders, including $275 million in share buybacks.
  • Reduced exposure to public investments from 70% to 20%, focusing on proprietary private investments expected to yield outsized returns.
  • Ongoing capital allocation in sports-related assets, including a 30% stake increase in JANA Partners and a $25 million investment in Black Knight Football.
  • Achieved $424 million in total share repurchases and dividends since announcing a strategic plan in 2024, representing 35% of outstanding shares at that time.
  • Narrowed the share price discount to NAV by approximately 20%, indicating growing investor confidence and commitment to shareholder value creation.

two logo
CR
two
CRNT
Q3 2025
Reported:

Ceragon Networks Ltd. reported strong Q3 2025 earnings with revenues of $85.5 million, driven by robust demand across key markets and improved visibility into customer spending plans.

Key takeaways
  • Revenue surpassed expectations, reflecting strong operational resilience.
  • Non-GAAP gross margin held steady at 35%, with adjusted EPS of approximately $0.04, excluding foreign exchange impacts.
  • Free cash flow of $3.3 million underscores the strength of the business model amid growing demand for high-capacity connectivity solutions.
  • Ongoing investments in AI and data-intensive applications are expected to boost demand for Ceragon's innovative E-band and 60 GHz technologies.
  • Successful proof-of-concept deployments and strategic customer engagements position Ceragon for growth in the expanding fixed wireless access market.

CoreWeave, Inc. Class A Common Stock logo
CR
CoreWeave, Inc. Class A Common Stock
CRWV
Q3 2025
Reported:

CoreWeave, Inc. delivered exceptional Q3 2025 results, achieving $1.4 billion in revenue—a remarkable 134% year-over-year increase—while significantly expanding its revenue backlog and power capacity amid soaring demand for AI cloud services.

Key takeaways
  • Revenue backlog increased by over $25 billion in Q3, totaling more than $55 billion at quarter-end, nearly double the previous quarter.
  • CoreWeave reached $50 billion in remaining performance obligations (RPO), the fastest in cloud history.
  • Expanded power footprint by 120 megawatts to approximately 590 megawatts, with contracted capacity now at 2.9 gigawatts.
  • Secured large-scale contracts with major clients like Meta and OpenAI, enhancing revenue diversification.
  • Launched CoreWeave Federal to serve U.S. government agencies, beginning collaborations with NASA for scientific exploration.

DocGo Inc. Common Stock logo
DC
DocGo Inc. Common Stock
DCGO
Q3 2025
Reported:

DocGo's Q3 2025 results reflect strong operational momentum with record volumes across key business segments, underpinned by a robust balance sheet and strategic acquisition plans. The company anticipates significant growth in 2026, projecting revenues of $280 million to $300 million.

Key takeaways
  • Achieved record volumes in medical transportation, driven by long-term contracts, with expectations to surpass $200 million in revenue for 2025.
  • Announced acquisition of SteadyMD, expected to enhance growth in virtual care services and contribute $5 million to revenue in 2025.
  • 2026 revenue guidance suggests 12%-20% growth year-over-year, with a path to adjusted EBITDA positive run rate by year-end.
  • Targeted hiring initiatives in the EMS sector aim to capture additional revenue and improve service capacity.
  • Multiple service lines are contributing positively to adjusted EBITDA, highlighting operational efficiency despite corporate overhead costs.

eToro Group Ltd. logo
ET
eToro Group Ltd.
ETOR
Q3 2025
Reported:

eToro delivered a robust third quarter with net contributions up 28% year-over-year to $215 million and adjusted EBITDA increasing 43% to $78 million, showcasing strong operational resilience and innovation.

Key takeaways
  • Funded accounts grew 16% year-over-year, reaching $3.73 billion, highlighting user trust and effective marketing strategies.
  • Assets under administration soared 76% to an all-time high of $20.8 billion, driven by new deposits and strong investment returns.
  • Successful launch of Copy Trading in the U.S. is anticipated to enhance user engagement and platform traction.
  • Continued expansion into futures trading and partnerships positions eToro to capture growing retail investor interest across global markets.
  • New AI-driven tools and enhanced wealth management offerings underline eToro's commitment to innovation and user empowerment in investing.

EVgo Inc. Class A Common Stock logo
EV
EVgo Inc. Class A Common Stock
EVGO
Q3 2025
Reported:

EVgo reported strong Q3 2025 results with $92 million in total revenue and record charging network revenues, signaling significant growth in its EV charging infrastructure and usage. The company is poised to achieve breakeven adjusted EBITDA in Q4.

Key takeaways
  • Total revenue increased to $92 million, reflecting robust growth aligned with EV market trends.
  • Charging network revenues reached a record high, supported by nearly 4,600 operational stalls.
  • The company received a $41 million advance from the DOE Loan to accelerate nationwide charging infrastructure development.
  • EVgo's revenue growth outpaces the growth in EV vehicles, attributed to strategic network planning and increased utilization.
  • Adjusted EBITDA is set to turn positive in Q4 2025, driven by significant operating leverage and fixed cost structures.

FibroGen, Inc. logo
FG
FibroGen, Inc.
FGEN
Q3 2025
Reported:

FibroGen's third quarter 2025 results highlight significant corporate transformations with the successful sale of FibroGen China for $220 million, extending the company's financial runway into 2028 and paving the way for advancing its promising oncology pipeline.

Key takeaways
  • Completed the sale of FibroGen China to AstraZeneca for approximately $220 million, enhancing liquidity and eliminating debt obligations.
  • Progressed with FG-3246 and FG-3180 in metastatic castration-resistant prostate cancer (mCRPC), initiating a Phase II trial and anticipating key trial results in early 2026.
  • Clear regulatory pathway established for roxadustat's Phase III trial submission for lower-risk myelodysplastic syndromes, enhancing the company's therapeutic potential.
  • FG-3246 shows promising early results, with notable radiographic progression-free survival and response rates in heavily pretreated mCRPC patients.

Global Business Travel Group Inc. Class A Common Stock logo
GB
Global Business Travel Group Inc. Class A Common Stock
GBTG
Q3 2025
Reported:

American Express Global Business Travel reported strong third-quarter results, achieving a 23% growth in total transaction value and raising its full-year guidance following the strategic acquisition of CWT.

Key takeaways
  • Total revenue grew by 13%, with adjusted gross profit margin at an impressive 60%.
  • The company generated $38 million in free cash flow and demonstrated strong customer retention, alongside $3.2 billion in new wins value over the past year.
  • The acquisition of CWT is expected to deliver $155 million in net cost synergies over three years, enhancing the company's market position and financial outlook.
  • A new strategic alliance with SAP Concur is set to enhance Amex GBT's travel and expense solutions, targeting significant growth opportunities in the SME market.
  • The company reaffirmed the midpoint of its 2025 guidance while providing a positive outlook for continued double-digit adjusted EBITDA growth.

Green Dot Corporation logo
GD
Green Dot Corporation
GDOT
Q3 2025
Reported:

Green Dot Corporation reported a strong third quarter in 2025, with adjusted revenues up 21% despite a 17% decline in adjusted EBITDA, driven by ongoing strategic developments and new partnerships.

Key takeaways
  • Adjusted revenue rose 21% year-over-year, reflecting robust business growth.
  • EBITDA declined 17%, in line with expectations, while performance exceeded internal projections.
  • New partnerships established with crypto.com and Workday, expanding service offerings and enhancing revenue streams.
  • Ceased operations in Shanghai to optimize growth strategies and reduce risks.
  • Continued emphasis on balance sheet profitability with a focus on managing growth sustainably.

Gemini Space Station, Inc. Class A Common Stock logo
GE
Gemini Space Station, Inc. Class A Common Stock
GEMI
Q3 2025
Reported:

Gemini achieved strong performance in its inaugural quarter as a public company, reporting record trading volumes and significant user growth amid an expanding global footprint.

Key takeaways
  • Trading volumes reached $16.4 billion, a multi-year quarterly high, driven by increased institutional activity.
  • The Gemini Credit Card surpassed 100,000 open accounts, with quarterly transaction volumes exceeding $350 million, more than doubling from the previous quarter.
  • New product launches, including the Gemini Wallet and enhanced credit card features, positioned the company for continued growth.
  • Successful regulatory expansion with the launch in Australia and securing a MiCA license in Europe allows for new product offerings in key markets.
  • Strong user acquisition reflected the company's strategic focus on trust, engagement, and liquidity, reinforcing its long-term growth foundation.

Getty Images Holdings, Inc. logo
GE
Getty Images Holdings, Inc.
GETY
Q3 2025
Reported:

Getty Images reported revenue of $240 million for Q3 2025, reflecting a slight year-over-year decrease, but showcased growth in annual subscription revenue and continued advancements in AI licensing agreements.

Key takeaways
  • Q3 revenue declined 0.22% year-over-year on a currency-neutral basis; adjusted EBITDA decreased 2.4% with a stable margin of 32.8%.
  • Annual subscription revenue grew to 58.4% of total revenue, driven by a 17% increase in premium access revenue.
  • New AI licensing deals, including a multiyear agreement with Perplexity, align with company’s traditional content business model.
  • The proposed merger with Shutterstock moves to a phase two regulatory review, delaying closure into 2026 despite ongoing commitments to secure approvals.
  • Legal victory in the UK against Ability.ai underscores Getty’s position in protecting intellectual property rights in the AI landscape.

Gevo, Inc. logo
GE
Gevo, Inc.
GEVO
Q3 2025
Reported:

Gevo, Inc. reported a strong third quarter for 2025, showcasing substantial progress in operational performance and financial metrics driven by its North Dakota site.

Key takeaways
  • Generated $43.6 million in combined operating revenue, interest, and investment income, reflecting operational growth.
  • Achieved positive non-GAAP adjusted EBITDA of $6.6 million, underscoring effective cost management and operational efficiency.
  • Successfully sold $52 million worth of production tax credits for 2025, highlighting monetization potential from carbon assets.
  • GND is poised to potentially generate over $100 million in adjusted EBITDA annually without significant capital investment in new projects.
  • Plans to expand jet fuel production with an estimated $150 million uplift in adjusted EBITDA by adding a 30 million gallon jet fuel plant at GND.

HF Foods Group Inc. logo
HF
HF Foods Group Inc.
HFFG
Q3 2025
Reported:

Net revenue grew 2.9% to $307 million in Q3 2025, fueled by volume increases and strategic pricing improvements, while adjusted EBITDA surged 41.5% to $11.7 million, highlighting robust operational execution amid macroeconomic challenges.

Key takeaways
  • Adjusted EBITDA increased significantly by 41.5% year-over-year to $11.7 million, reflecting strong operational focus and strategic initiatives.
  • Strategic investments in digital transformation and capacity expansion, including a new ERP system and renovations to distribution centers, are expected to drive efficiencies and growth.
  • Despite reduced foot traffic, robust sales activity in select markets offset challenges, maintaining steady revenue growth.
  • HF Foods remains committed to M&A opportunities, aiming to expand its geographic footprint and operational synergies in the Asian specialty market.
  • Significant progress in diversifying the supplier base and enhancing the supply chain to ensure continuity and cost-effectiveness.

Howard Hughes Holdings Inc. logo
HH
Howard Hughes Holdings Inc.
HHH
Q3 2025
Reported:

Howard Hughes reported a robust third quarter in 2025, driven by record land sales and strong growth across all business segments, prompting an upward revision of full-year earnings guidance.

Key takeaways
  • Record EBT of $205 million in the MPC segment, bolstered by the sale of 319 acres in Summerlin, including a notable bulk sale.
  • NOI increased 5% year-over-year to $68 million, with office and retail segments achieving 7% and 9% growth, respectively.
  • Total condo presales reached an impressive $1.4 billion, indicating strong demand despite broader market conditions.
  • Full-year EBT guidance raised to $450 million, and adjusted operating cash flow guidance increased to $440 million, reflecting significant portfolio performance.
  • Continued strategic developments and reinvestment into communities signal a commitment to sustaining long-term value creation.

Insight Molecular Diagnostics Inc. logo
IM
Insight Molecular Diagnostics Inc.
IMDX
Q3 2025
Reported:

Insight Molecular Diagnostics demonstrated significant progress in their Q3 2025 performance, highlighting advancements in their GraftAssure DX assay and preparing for an anticipated strong market introduction in 2026.

Key takeaways
  • Successfully optimized GraftAssure DX’s test workflow from two steps to one, enhancing turnaround time and ease of use for transplant centers.
  • Positive feedback and data from pilot studies at multiple sites indicate high confidence in assay performance ahead of the upcoming FDA submission.
  • A growing interest in in-house testing from transplant centers drives demand, supported by a new registry program aimed at collecting real-world data on the assay’s performance.
  • Statistical equivalence demonstrated against legacy tests reinforces GraftAssure’s competitive position, enabling easier transitions for clinicians.
  • First reports using the anticipated Centimeters score are expected in 2026, with early access for registry participants, fostering early adoption.

Kaltura Inc. Common Stock logo
KL
Kaltura Inc. Common Stock
KLTR
Q3 2025
Reported:

Kaltura reported strong third-quarter results with total revenue of $43.9 million and record adjusted EBITDA of $4.2 million, marking its ninth consecutive quarter of profitability. The company announced a strategic acquisition of Ethof.ai, which is expected to enhance its capabilities in immersive AI-driven customer and employee experiences.

Key takeaways
  • Total revenue of $43.9 million for Q3 2025, with subscription revenue constituting $42 million.
  • Non-GAAP net profit of $2 million for the quarter, achieving five consecutive quarters of profitability.
  • Adjusted EBITDA reached $4.2 million, with a non-GAAP gross margin improving to 70% from 68% year-over-year.
  • Strategic acquisition of Ethof.ai will bolster Kaltura's offerings in conversational AI and video content creation.
  • The integration of Esoft technology aims to enhance customer engagement through real-time, immersive video experiences.

Life360, Inc. logo
LI
Life360, Inc.
LIF
Q3 2025
Reported:

Life360 reported a record third quarter for 2025, marking significant growth in active users and paying circles driven by innovative product offerings and effective marketing strategies.

Key takeaways
  • Monthly active users rose 19% year-over-year to nearly 92 million, with a notable addition of 3.7 million users this quarter.
  • Paying Circles increased by 23% year-over-year, achieving a record 2.7 million circles with 170,000 net new additions.
  • Life360's new feature, no-show alerts, generated strong engagement with over 1 million alerts configured.
  • The partnership with AccuWeather now extends severe weather alerts to all family members, enhancing the platform's value proposition.
  • International markets saw a 29% growth in Paying Circles, signaling strong potential for further expansion.

LivePerson, Inc. logo
LP
LivePerson, Inc.
LPSN
Q3 2025
Reported:

LivePerson delivered strong Q3 2025 results, surpassing revenue and adjusted EBITDA expectations, while advancing key AI initiatives and partnerships to enhance customer engagement.

Key takeaways
  • Revenue of $60.2 million exceeded guidance, reflecting efficient operations and improved customer sentiment.
  • Adjusted EBITDA reached $4.8 million, demonstrating effective cost control and financial discipline.
  • LivePerson's Generve AI suite saw adoption in nearly 20% of conversations, validating growing market traction.
  • The launch of Copilot Translate and Conversation Simulator positions LivePerson as a pivotal player in integrating AI with customer service, enhancing efficiency and agent productivity.
  • Strategic partnership with Google deepens integration capabilities, facilitating richer customer interactions through unique messaging services.

Laird Superfood, Inc. logo
LS
Laird Superfood, Inc.
LSF
Q3 2025
Reported:

Laird Superfood reported a solid 10% year-over-year increase in net sales to $12.9 million in Q3 2025, driven primarily by strong wholesale channel performance, despite a decline in e-commerce sales.

Key takeaways
  • Wholesale net sales surged 39% year-over-year, accounting for 53% of Q3 sales, as the company expands distribution in grocery and club stores.
  • Gross profit decreased 7% to $4.7 million, with margins contracting to 36.5%, partly due to commodity cost inflation and a shift toward lower-margin wholesale sales.
  • The upcoming launch of new products, like protein coffee and upgraded liquid creamers, signifies strategic investment in innovation to cater to evolving consumer preferences.
  • The decision to discontinue the Picky Bars brand allows for a more focused investment in the core Laird brand, reflecting management's commitment to streamline operations.
  • Recent relief from tariff pressures on coconut milk products is expected to improve financials by over $1 million in 2026.

Microvast Holdings Inc. Common Stock logo
MV
Microvast Holdings Inc. Common Stock
MVST
Q3 2025
Reported:

Microvast Holdings, Inc. reported record Q3 2025 revenue of $123.3 million, reflecting a 21.6% year-over-year increase, alongside improved profitability metrics essential for sustainable growth.

Key takeaways
  • Gross profit margin improved to 37.6%, a 4.4 percentage point increase from the prior year, underscoring operational efficiency.
  • Achieved operating profit of $13 million and adjusted EBITDA of $21.9 million, signaling strong financial health and scalability.
  • Continued advancement in battery technology, with successful cycle testing of all-solid-state battery prototypes demonstrating enhanced stability and performance.
  • Ongoing expansion of production capacity with the Huzhou phase 3.2 line set to add up to two gigawatt-hours annually, positioned to meet rising market demand.
  • Strategic focus on innovation and market share growth, with investments aimed at diversifying product offerings and establishing a stronger global presence.

Nebius Group N.V. logo
NB
Nebius Group N.V.
NBIS
Q3 2025
Reported:

Nebius Group reported robust Q3 2025 results, with revenue soaring nearly 355% year-over-year, driven by strong demand and significant new contracts with major players like Meta and Microsoft.

Key takeaways
  • Q3 revenue reached $146 million, up 39% sequentially, with annualized run rate revenue for core business at $551 million.
  • Signed a major $3 billion deal with Meta, adding to the previously announced Microsoft contract valued at $17.4-$19.4 billion.
  • Core infrastructure business grew 400% year-over-year, indicating overwhelming demand outstripping current capacity.
  • Projected annualized run rate revenue of $7 to $9 billion by the end of 2026, supported by aggressive capacity expansion plans.
  • Capital expenditures for 2025 increased to approximately $5 billion to secure critical infrastructure for future growth.

Oversea-Chinese Banking Corporation Limited logo
O3
Oversea-Chinese Banking Corporation Limited
O39.SI
Q3 2025
Reported:

OCBC reported a solid third quarter 2025 with group net profit of SGD 1.98 billion, marking a 9% increase from the prior quarter, driven by record noninterest income even as net interest income declined due to lower benchmark rates.

Key takeaways
  • Noninterest income surged by 24% quarter-on-quarter to SGD 1.57 billion, fueled by strong fee, trading, and insurance contributions.
  • Loans and deposits grew by 7% and 11% year-on-year, respectively, supported by a diversified asset portfolio.
  • The capital position remained robust with a Common Equity Tier 1 ratio of 16.9%, while asset quality indicators showed stability with an NPL ratio of 0.9%.
  • Wealth management income reached a record SGD 1.62 billion, accounting for 43% of total group income, driven by significant net new money inflows of SGD 12 billion in Q3.
  • Operating expenses were well managed, resulting in a cost-to-income ratio maintained below 40% at 39.3%.

Organon & Co. logo
OG
Organon & Co.
OGN
Q3 2025
Reported:

Organon reported third-quarter 2025 revenue of $1.6 billion with an adjusted EBITDA of $518 million, despite ongoing challenges related to improper sales practices for its Nexplanon product.

Key takeaways
  • Third-quarter revenue of $1.6 billion represents steady demand, reflecting the resilience of the product portfolio.
  • Adjusted EBITDA margin improved to 32.3%, indicating effective cost management despite operational hurdles.
  • An internal investigation into sales practices concluded with limited revenue impact and no need for financial restatements.
  • New leadership has been appointed to oversee remediation efforts, ensuring compliance and operational excellence moving forward.
  • The company remains committed to its strategic priorities of deleveraging and revenue growth amid ongoing changes in management.

Outset Medical, Inc. logo
OM
Outset Medical, Inc.
OM
Q3 2025
Reported:

Outset Medical, Inc. reported third-quarter revenue of $29.4 million, reflecting 3% growth year-over-year, while navigating challenges in sales execution and timing of deal closures.

Key takeaways
  • Sales opportunities expected to close in Q3 have been postponed to Q4 and into 2026, highlighting complexities in securing large enterprise-wide contracts.
  • Tableau console sales grew 8%, contributing to a significant increase in average deal size by over 20%, indicating strong customer demand for insourcing dialysis.
  • Non-GAAP gross margin improved to 39.9%, with ongoing improvements expected to reach the 50% target, fueled by efficient expense management and increasing product gross margins.
  • Leadership transition in the sales department may create temporary disruption but is aimed at strengthening commercial execution moving forward.
  • Recurring revenue from Tableau consumables and services reached $21.1 million, with improvements in order patterns anticipated to stabilize in the coming quarters.

Plug Power Inc. logo
PL
Plug Power Inc.
PLUG
Q3 2025
Reported:

Plug Power Inc. delivered a robust third quarter in 2025, generating $177 million in revenue with strong performance across its hydrogen business while improving operational cash burn by over 50%.

Key takeaways
  • GenEco electrolyzer revenue surged 46% sequentially, highlighting growing demand for hydrogen production solutions.
  • Strategic asset monetization expected to generate over $275 million, enhancing liquidity and positioning in the data center market.
  • Achieved 97% uptime and 92.8% efficiency at the Georgia green hydrogen plant, emphasizing operational reliability.
  • Transition to a new CEO, Jose Luis Crespo, signaling continuity in strategy amid evolving market dynamics.
  • Suspension of DOE loan program activities allows for capital redeployment to higher-return hydrogen initiatives.

PubMatic, Inc. logo
PU
PubMatic, Inc.
PUBM
Q3 2025
Reported:

PubMatic delivered a stronger-than-expected Q3 2025, with revenue and adjusted EBITDA exceeding guidance, driven by significant growth in Connected TV (CTV) and emerging revenue streams.

Key takeaways
  • CTV revenue increased over 50% year-over-year, bolstered by enhanced premium supply and the expansion of agency marketplaces.
  • Emerging revenues soared by over 80% year-over-year as AI-driven solutions gained traction.
  • Strategic partnerships, particularly with NVIDIA, are enhancing infrastructure capabilities, resulting in 5x faster bid responses and reduced auction timeouts.

Quanterix Corporation logo
QT
Quanterix Corporation
QTRX
Q3 2025
Reported:

Quanterix Corporation reported a solid Q3 2025 performance with $40.2 million in revenue, marking a 12% year-over-year increase and demonstrating effective integration post-Akoya acquisition.

Key takeaways
  • Achieved $67 million of the targeted $85 million in cost synergies from the Akoya acquisition within just over three months.
  • Instrumentation and accelerator revenues showed sequential growth, signaling potential market stabilization.
  • Invested approximately $27 million in R&D, underlining commitment to innovation, particularly in Alzheimer's diagnostics.
  • On track to maintain a strong cash position with projected year-end cash of around $120 million and no debt.
  • Early success in commercial synergy with growing interest in multimodal biomarker strategies among customers.

The RealReal, Inc. logo
RE
The RealReal, Inc.
REAL
Q3 2025
Reported:

The RealReal delivered strong Q3 results with record GMV of $520 million, reflecting a 20% year-over-year increase, while adjusted EBITDA rose significantly, showcasing enhanced operational efficiencies and growing demand for luxury resale.

Key takeaways
  • Achieved quarterly GMV of $520 million, up 20% from the previous year, marking a new record.
  • Adjusted EBITDA rose to $9.3 million, representing 5.4% of total revenue and a 380 basis point improvement year-over-year.
  • Strong adoption of AI tools led to a 12% increase in productivity among luxury managers, with a focus on high-quality supply.
  • Active consignor base grew significantly, with over 1 million active buyers achieved for the first time.
  • The company's strategic focus on personalized service and trust-building with customers is reinforcing brand loyalty and driving repeat transactions.

Rocket Lab USA Inc. Common Stock logo
RK
Rocket Lab USA Inc. Common Stock
RKLB
Q3 2025
Reported:

Rocket Lab USA delivered a record-breaking third quarter with $155 million in revenue, marking a 48% year-over-year increase and setting the stage for continued growth in the small satellite launch market.

Key takeaways
  • Achieved a record 17 dedicated launches in 2025, significantly expanding the launch contract backlog to 49 contracts.
  • Gross margin improved from negative 34% in 2020 to an expected positive range of 37-39% in Q4 2025.
  • Successful integration of twin spacecraft for NASA's Mars mission, reinforcing capabilities in space systems and national security programs.
  • Closed the acquisition of Geos to bolster payload offerings and is nearing the acquisition of laser communications firm Manaruk.

Repay Holdings Corporation logo
RP
Repay Holdings Corporation
RPAY
Q3 2025
Reported:

Repay's Q3 2025 results show a return to profitable growth with 5% revenue and 1% gross profit growth, as strategic initiatives and partnerships bolster performance across its consumer and business payment segments.

Key takeaways
  • Achieved 5% revenue growth and 1% gross profit growth year-over-year on a normalized basis, reflecting successful strategic execution.
  • Adjusted EBITDA margin remained strong at 40%, while free cash flow conversion stood at 67%, supporting reinvestment in growth initiatives.
  • Expanded partnership network to 291, adding five new software partners, including Alpha Systems and Fuze, to enhance market reach and service offerings.
  • Business Payments segment reported a 12% increase in normalized gross profit, driven by robust accounts payable platform performance and increased supplier network, now at over 540,000.
  • Continued focus on automation and AI tools is expected to improve operational efficiency and accelerate future growth.

K+S Aktiengesellschaft logo
SD
K+S Aktiengesellschaft
SDF.DE
Q3 2025
Reported:

K&S delivered strong Q3 results, achieving year-over-year EBITDA growth driven by improved pricing and effective hedging, while free cash flow rose significantly.

Key takeaways
  • Q3 EBITDA exceeded prior year levels, attributed to favorable pricing and absence of inventory drawdown.
  • Free cash flow surged from EUR 24 million to EUR 37 million.
  • Full-year EBITDA guidance confirmed between EUR 570 million and EUR 630 million, with stability in pricing expected.
  • Production focus shifted towards specialty products, potentially influencing overall volume growth in 2026.
  • Market demand for potash remains robust, despite recovery in supply from Russia and Belarus.

Sea Limited logo
SE
Sea Limited
SE
Q3 2025
Reported:

Sea Limited delivered robust Q3 2025 results, reporting $6 billion in revenue and $874 million in adjusted EBITDA, marking year-on-year growth of 38% and 58%, respectively.

Key takeaways
  • Shopee's GMV surged by over 28% year-on-year, driven by increased active buyers and purchase frequency.
  • Garena achieved its best quarterly performance since 2021, with bookings up more than 50% year-on-year.
  • Money's loan portfolio expanded by 70% year-on-year while maintaining a stable risk profile.
  • Continued focus on optimizing logistics and fulfillment capabilities enhances competitive edge and operational efficiency.

Seaport Entertainment Group Inc logo
SE
Seaport Entertainment Group Inc
SEG
Q3 2025
Reported:

Seaport Entertainment Group demonstrates resilience amid leadership transition and evolving market dynamics, focusing on operational optimization and strategic asset management, particularly with the anticipated sale of its 250 Water Street project.

Key takeaways
  • Anticipated sale of 250 Water Street will enhance cash flow by over $7 million through reduced carrying costs, with a closing date set for December 15.
  • Year-to-date, same-store Seaport Food and Beverage revenues rose by 8%, indicating a positive trend in hospitality demand.
  • New York City tourism is recovering, with projections of total visitation reaching 65 million in 2025, bolstered by resilient domestic travel despite ongoing challenges in international arrivals.
  • Strengthened office leasing activity in Manhattan, particularly in the financial districts, is expected to drive demand for commercial space and support long-term rent increases in Lower Manhattan.
  • The company plans to reinvest in its existing portfolio to enhance performance and capitalize on the area's growing residential population, which has increased by 45% in the Financial District.

Skye Bioscience, Inc. logo
SK
Skye Bioscience, Inc.
SKYE
Q3 2025
Reported:

Skye Bioscience, Inc. delivered promising data from its Phase 2a CBEYOND study, demonstrating strong efficacy of Nimazumab in combination with semaglutide and reporting a net loss of $12.8 million for Q3 2025.

Key takeaways
  • Cash reserves stood at $35.3 million, expected to fund operations through 2027.
  • R&D expenses rose to $9.4 million, reflecting increased clinical trial activity and manufacturing costs.
  • Positive findings from the CBEYOND study revealed a 30% improvement in weight loss efficacy when combining Nimazumab with semaglutide.
  • Data also demonstrated enhanced metabolic benefits and safety with no significant adverse effects observed.
  • Enrollment in a 26-week extension study was completed, with results anticipated by late Q1 2026.

SenesTech, Inc. logo
SN
SenesTech, Inc.
SNES
Q3 2025
Reported:

SenesTech reported a strong third quarter for fiscal year 2025, achieving record revenues with a 43% year-over-year increase, driven by the rapid adoption of its Evolve product line and strategic retail partnerships.

Key takeaways
  • E-commerce sales exceeded 50% of total revenue, experiencing a notable 55% year-over-year growth, bolstered by a new partnership with Lowe's.
  • Gross margins maintained at a solid 63%, while operating expenses decreased by 4% year-over-year and 12% sequentially.
  • Adjusted EBITDA loss improved to $1.2 million, the best in the company's history, showcasing effective cash management strategies.
  • Retail sales surged by 254% year-over-year, facilitated by increased adoption through ACE Hardware and Bradley Caldwell in over 8,000 locations.
  • Municipal revenue grew 139% year-over-year, reflecting expanding deployments in major cities like New York, Chicago, and Baltimore.

Tower Semiconductor Ltd. logo
TS
Tower Semiconductor Ltd.
TSEM
Q3 2025
Reported:

Tower Semiconductor demonstrated robust growth in Q3 2025, achieving record revenues of $396 million and a projected fourth-quarter revenue guidance of $440 million, supported by strong demand across key technology segments.

Key takeaways
  • Revenue grew 20% year-over-year, with a net profit of $54 million.
  • The RF infrastructure segment surged to $107 million, contributing 27% to total revenue, with anticipated full-year growth of 75%.
  • Silicon photonics revenue increased by 70% year-over-year, driven by heightened demand for advanced data center solutions.
  • Capacity expansions related to silicon photonics and silicon germanium are underway to meet increasing market demand anticipated through 2026.
  • Strategic partnerships, including collaborations with NVIDIA and Xscape Photonics, position the company at the forefront of innovation in AI data center technologies.

Tyson Foods, Inc. logo
TS
Tyson Foods, Inc.
TSN
Q4 2025
Reported:

Tyson Foods demonstrated robust financial performance in Q4 2025, with increased sales, adjusted operating income, and earnings per share driven by strong demand across key segments, particularly chicken and prepared foods.

Key takeaways
  • Adjusted operating income rose to $457 million in the Chicken segment, supported by higher volumes and lower feed costs.
  • Prepared Foods business saw sales and adjusted income growth, leveraging operational efficiencies and consumer-driven innovation.
  • Retail branded products outperformed the broader food and beverage sector, growing 2.4% in volume, with significant gains in key brands like Hillshire Farm and Tyson.
  • Despite challenges in the Beef segment due to low cattle supplies, the company remains focused on enhancing efficiencies and expanding value-added offerings.
  • Tyson's diversified business model and strong financial position, with a net leverage of 2.1x, position it well for continued growth amidst a competitive landscape.

Vonage Holdings Corp. logo
VG
Vonage Holdings Corp.
VG
Q3 2025
Reported:

Venture Global Inc. delivered exceptional Q3 2025 results, with revenue and income soaring dramatically year-over-year, while reaffirming its position as a key player in the LNG market.

Key takeaways
  • Achieved $3.3 billion in revenue, up 260% year-over-year, and $1.5 billion in consolidated adjusted EBITDA, reflecting a 439% increase.
  • Successfully exported 100 cargos in a single quarter and marked the shipment of its 500th cargo from Calcasieu Pass, underscoring operational excellence.
  • Tightened 2025 EBITDA guidance to a range of $6.35 billion to $6.5 billion due to expected margin compression on future cargos.
  • Secured $1.575 billion financing through a joint venture and finalized a new $2 billion revolving credit facility, enhancing liquidity.
  • Signed two new 20-year sales and purchase agreements, further solidifying long-term revenue streams.

TeraWulf Inc. Common Stock logo
WU
TeraWulf Inc. Common Stock
WULF
Q3 2025
Reported:

TeraWulf achieved significant operational and financial milestones in Q3 2025, highlighted by a transformative 10-year agreement with Fluidstack and Google, and marked the commencement of its high-performance computing (HPC) revenue stream.

Key takeaways
  • Signed a 10-year contract for approximately 360 megawatts of IT load with Fluidstack, generating $670 million in average annual revenue.
  • Closed $3.2 billion in senior secured financing backed by Google, facilitating the Lake Mariner HPC build-out.
  • Recorded first HPC revenues of $7.2 million during the quarter, with substantial progress on multiple construction projects.
  • Expanded the operational footprint with a new joint venture for a 168-megawatt HPC campus in Texas, emphasizing scalability and efficiency.
  • Increased annual target for new HPC signings to a range of 250 to 500 megawatts, reflecting robust customer demand and strategic growth.

Yalla Group Limited logo
YA
Yalla Group Limited
YALA
Q3 2025
Reported:

Yalla Group Limited reported strong Q3 2025 results, with total revenue of $89.6 million and a net margin of 45.4%, showcasing continued operational efficiency and growth in the MENA digital economy.

Key takeaways
  • Revenue exceeded guidance, up 8.1% year-over-year, driven by a significant increase in mobile users and gaming engagement.
  • Launched new title "Turbo Match" and preparing for the release of "Boom Survivor," with promising early user metrics.
  • Advanced AI initiatives, including a multi-modal AI module (CMIS), enhancing content moderation and user acquisition efficiency.
  • Successfully repurchased over $51.9 million in ADS or Class A shares, completing the full year 2025 commitment ahead of schedule, with plans for continued buybacks.
  • Celebrated fifth anniversary of public listing, reinforcing our leadership position in MENA's online social networking and gaming sectors.

📊 Community

See what investors are trading, holding, and sharing

🌐
All
📈
Stock
📊
ETF
🏦
Mutual Fund
🪙
Crypto
💱
Forex
# Asset Price Community % Type Currency Sector