#earnings-report

#earnings-report

Nu's Q3 2025 results were difficult to criticize. Revenue reached $4.17 billion, exceeding consensus expectations of roughly $4.04 billion by about $134 million. Revenue grew 46% year-over-year, underscoring continued momentum across its core markets. Net income totaled $783 million, up 39% year-over-year on an FX-neutral basis.

Fastenal's Q4 revenue rose 11% year-over-year, driven by contributions from its various product lines, and generating net income of $294 million, in-line with Wall Street estimates for earnings of $0.26 per share. The company's focus on operational investments - with plans to raise capital expenditures to $310 million to $330 million in 2026, up from $230.6 million in 2025 - to fund a new Atlanta distribution hub, expanded trucking capacity, and IT enhancements, all point to expected growth.

"This position now applied by the Group going forward has also resulted in a partnership signed in Q2 FY2025-26 not being recognized in IFRS15 revenues," the company said. "The above results in the Company not complying with its leverage covenant ratio under certain existing financing agreements at September 30, 2025. However, this is being addressed by the aforementioned actions relating to the concerned debt instruments."

Ouster shipped 7,200 sensors in Q3, the highest quarterly volume in company history. Revenue came in at $39.5M, beating the $37.81M consensus by $1.69M. The loss per share was $0.37, narrowly better than the estimated $0.38. On the surface, it's a solid quarter. The real story, though, is what the numbers reveal about demand and execution. Revenue climbed 41% year over year.

Nintendo released its latest quarterly earnings report today for the six-month period that ended on September 30, revealing a number of new details about the health of the company's business, including updated sales figures for the Switch and Switch 2. The original Switch has now sold 154.01 million units since it launched in 2017, and that's fairly close to the PS2's lifetime record of 160 million.

Disney posted better-than-expected earnings driven by improvements in streaming profitability and steady performance in its theme park segment, offering some relief to investors. Concerns remain over ESPN's long-term value, as its high legacy costs and shrinking cable viewership make its recent deal with the NFL Network appear more defensive than transformative.

Shares of Ford Motor Company lost 3.70% over the past month despite an 18.55% increase this year and a 5.24% dividend yield.

Duolingo witnessed a backlash on social media after announcing AI integrations led to reduced staffing, despite a 40% year-over-year growth in active users.

Wendy's experienced too many promotions during the summer, leading to ineffective execution and mixed messages to customers, prompting a simplification of its promotional calendar.

BuzzFeed's revenue reached $46.4 million in Q2 2025, beating estimates by 17.7%. High-margin areas like programmatic advertising and affiliate commerce contributed significantly to this growth.

Digital Turbine recorded non-GAAP (adjusted) earnings per share of $0.05 on revenue of $130.92 million in fiscal Q1. While sales for the period beat the average Wall Street analyst estimate by roughly $9 million, the company's earnings per share came in $0.03 lower than the target.

Analysts predict Symbotic's Fiscal Q3 earnings will include a GAAP EPS of ($0.01), adjusted EPS of $0.05, revenue of $533.25 million, EBITDA of $28.9 million, and gross margin of 20.4%. Anything above these figures is considered a earnings 'beat'.

The Fed decided to keep rates steady this week at 4.25-4.5%, focusing investor attention more than usual. Numerous earnings reports were released during the week.

Rivian Automotive Inc. reported a loss of $0.80 per share, surpassing Wall Street's expectation of $0.65, and projected a loss of $2.0 to $2.3 billion this year.

Shares of Rivian Automotive Inc. have experienced a 6.6% pullback ahead of its second-quarter report, reflecting a 19.9% decrease from a year prior.

Roku's video advertising business has been booming, with video advertising growth surpassing overall platform revenue during the second quarter, reflecting a robust demand diversification strategy.