Qualcomm Q1 25 Earnings:
* Adjusted EPS: $3.41 (est $2.97)
* Revenue: $11.67B (est $10.93B)
* Sees Q2 25 Revenue: $10.3B to $11.2B (est $10.35B)
* Sees Q2 25 Adjusted EPS: $2.70 to $2.90 (est $2.69)
(Numbers seen better than estimates. Stock fell by 3 percent post trading hours)
Ford Q4 24 Earnings:
* Adjusted EPS: $0.39 (est $0.33)
* Revenue: $48.2B (est $43.02B)
* Sees FY Adjusted EBIT: $7.0B–8.5B
* Sees FY Adjusted Free Cash Flow: $3.5B–4.5B
(Numbers seen better than estimates. Stock fell by 5 percent post trading hours on mixed guidance)
Arm Holdings Q3 25 Earnings:
* Adjusted EPS: $0.39 (est $0.34)
* Revenue: $983M (est $946.7M)
* Sees Q4 Adjusted EPS: $0.48 – $0.56 (est $0.52)
* Sees Q4 Revenue: $1.18B – $1.28B (est $1.22B)
(Numbers seen inline with estimates. Stock fell by 4 percent post trading hours)
Uber Q4 2024 Earnings:
– EPS $3.21 (Prev Y/Y $0.66)- Rev $11.96B (est $11.77B)
– Adj EBITDA $1.48B (est $1.85B)- Delivery Bookings £$2.13B (est $19.7B)
– Trips 3.07B (est 3.02B)- Sees Q1 Adj EBITDA $1.79B To $1.89B (est $1.84B)
(Operational Numbers seen lower than estimates)
Walt Disney Q1 2025 Earnings:
– Adj EPS $1.76 (est $1.42)- Rev $24.69B (est $24.57B)
– Ent. Rev $10.87B (est $11B)- Hulu Subscribers 53.6M (est 52.34M)
– Sees Q2 Modest decline In Disney Subscribers (Q/Q)- Reaffirm FY Adj EPS Up High Single Digit (Y/Y) (est 8.1%)
(Numbers seen better than estimates)
Bunge Global Q4 2024 Earnings
– Adj EPS $2.13 (est $2.24)- Rev $13.54B (est $13.60B)
– Sees 2025 Adj EPS About $7.75 (est $8.49)
(Numbers seen lower than estimates)
Johnson Controls Q1 2025 Earnings
– Adj EPS 64C (est 59C)
– Rev $5.43B (est $5.28B)- Raises FY25 Guidance
– Sees FY Adj EPS About $3.50 To $3.60 (est $3.50)- Sees Q2 Adj EPS About 77C To 79C (est 73C)
(Numbers seen better than estimates)