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@AlphaSenseInc AlphaSense
AlphaSense posts on X about eps, cash flow, googl, $googl the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX +133%
- X Month XXXXXXX +3.20%
- X Months XXXXXXXXX +70%
- X Year XXXXXXXXX +28%
Mentions: XX #
- X Week XXX +70%
- X Month XXX -XX%
- X Months XXXXX +38%
- X Year XXXXX +31%
Followers: XXXXXX #
- X Week XXXXXX +0.82%
- X Month XXXXXX +3.20%
- X Months XXXXXX +21%
- X Year XXXXXX +59%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks #5659 finance XXXXX% technology brands XXXX% cryptocurrencies XXXX% countries XXXX% automotive brands XXXX% agencies XXXX% exchanges XXXX% currencies XXXX% social networks XXXX%
Social topic influence eps 8.2%, cash flow 4.92%, googl 4.1%, $googl 4.1%, msft 3.28%, $msft 3.28%, momentum #238, currency 2.87%, amzn 2.46%, $amzn XXXX%
Top accounts mentioned or mentioned by @sumzero @smantel @andrewrangeley @bonhoeffer_kds @mheducation @netapps @gartnerinc @cackerso @marketwatch @morningstarinc @awscloud @speedwell_llc @buysideanon @rihardjarc @invesquotes @mubstonks @sagasta15 @tseides @sjoldvalueguy @bibilybobs
Top assets mentioned Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Amazon.com, Inc. (AMZN) Metadium (META) Apple, Inc. (AAPL) Intel Corporation (INTC) NXP Semiconductors NV (NXPI) GM (GM) Enphase Energy Inc (ENPH) Chipotle Mexican Grill, Inc. (CMG) Coca-Cola Co (KO) Crown Castle Inc (CCI) Morgan Stanley (MS) Verizon Communications Inc. (VZ) Intuitive Surgical, Inc. (ISRG) Now Coin (NOW) Danaher Corporation (DHR) GammaSwap (GS) Cleveland-Cliffs, Inc. (CLF) GE Vernova Inc. (GEV) Centene Corp (CNC) Freeport-McMoRan Inc (FCX) BlackCoin (BLK) BlackRock Inc (BLK) Tesla, Inc. (TSLA) SAP SE (SAP) Newmont Corporation (NEM) Domino's Pizza Inc (DPZ) Deckers Outdoor, Corp. (DECK) Blackstone, Inc. (BX) American Airlines Group Inc (AAL) Limitus (LMT) QuantumScape Corporation (QS) PepsiCo, Inc. (PEP) Omnicom Group Inc. (OMC) Cal-Maine Foods Inc (CALM) Comerica, Inc. (CMA) Snap-on Incorporated (SNA) Public Storage (PSA) Prudential Financial Inc (PRU) Annaly Capital Management, Inc. (NLY) Metronome (MET) KLA Corp (KLAC) Fimarkcoin (FMC) Enovix Corporation Common Stock (ENVX) eBay Inc (EBAY) American Water Works Company, Inc. (AWK) Align Technology, Inc. (ALGN) Alliance Fan Token (ALL)
Top Social Posts #
Top posts by engagements in the last XX hours
"Interview with a$META employee on potential winners in AI Agent segment ( $MSFT $META $GOOGL $META $AAPL ): - The expert emphasizes that while general-purpose AI agents such as $MSFT's OmniParser Ada or OpenAI Operator generate interest through flashy demos they are not yet practically useful due to their inability to perform high-stakes tasks or reliably reduce user effort. - In contrast vertical AI agents tailored to specific industries such as legal or healthcare are gaining traction because they address narrow repeatable and high-value workflows where accuracy and domain knowledge are"
@AlphaSenseInc on X 2025-07-18 14:28:09 UTC 24.9K followers, 2924 engagements
"Interview with industry expert on OpenAI's dominance and future development ( $MSFT $AMZN $GOOGL $META ): - The expert sees Anthropic as one of the most impressive GenAI players especially in the B2B space. While OpenAI remains the leader Anthropic has built strong momentum with its Claude models particularly Sonnet XXX which is highly regarded in the developer community. But where Anthropic truly stands out is with its innovation around the MCP protocol (Model Context Protocol) an open-source standard for AI function calling and tool integration. - The expert firmly believes that" @AlphaSenseInc on X 2025-07-15 14:09:20 UTC 24.9K followers, 2223 engagements
"$CALM Earnings: - Quarterly net sales of $XXX billion and net income of $XXXXX million or $XXXX per diluted share - Fiscal year net sales of $XXX billion and net income of $XXX billion or $XXXXX per diluted share Commenting on the fourth quarter of fiscal 2025 results Sherman Miller president and chief executive officer of Cal-Maine Foods stated Our results for the fourth quarter of fiscal 2025 marked a strong finish to a challenging but successful year of transformation for Cal-Maine Foods. We continued to advance our growth strategy in a dynamic market environment maintained a strong focus" @AlphaSenseInc on X 2025-07-22 20:11:18 UTC 24.9K followers, 1525 engagements
"$CMA reported strong Q2 2025 results with improved loan growth stable net interest income and enhanced profitability despite deposit pressures. Management highlighted positive momentum in customer activity while maintaining a conservative approach to capital and credit management. Key Financial Results: - EPS of $XXXX representing a XX% increase over prior quarter - Net interest income remained stable at $XXX million for third consecutive quarter - Efficiency ratio improved with better noninterest income and expense performance - Net charge-offs at XX basis points at low end of normal range" @AlphaSenseInc on X 2025-07-18 13:47:08 UTC 24.9K followers, 1383 engagements
"$SNA reported flat Q2 2025 sales amid mixed results across segments with Tools Group showing signs of recovery while C&I faced headwinds from trade policy uncertainty. Management highlighted strong gross margins despite currency impacts demonstrating resilience in their manufacturing strategy of producing in markets where they sell. Key Financial Results: - Sales of $XXXXX billion flat year-over-year with -XXX% organic decline - Operating income of $XXXXX million down XXX% year-over-year - Operating margin of XXXX% down XXX basis points vs prior year - Gross margin of XXXX% down XX basis" @AlphaSenseInc on X 2025-07-17 15:47:37 UTC 24.9K followers, 1150 engagements
"Some BIG names reporting after the 🔔 today: $AGI $ALB $ALL $ALGN $AM $ASH $AWK $BE $BHC $CAKE $CCI $CP $CRK $CWAN $EBAY $ENVX $FMC $GRBK $HOOD $KLAC $META $MET $MSFT $NLY $PRU $PSA $PPC $QCOM $SFM $SNBR Follow us for timely earnings reports expert insights and breaking market news" @AlphaSenseInc on X 2025-04-30 19:27:21 UTC 24.9K followers, 5101 engagements
"$CX Earnings: - Net Income reached US$318million for the quarter with net sales of US$4.1billion and EBITDA of US$823million. - Consolidated EBITDA margin remained resilient at XX% with relatively stable to improved performance in three of Cemexs four regions supported mainly by higher pricing and lower costs. EMEA region posted its highest first-half EBITDA in recent history driven by continued recovery margin expansion and favorable pricing trend. As we began the implementation of our strategic framework we moved quickly in the second quarter to transform our corporate structure introducing" @AlphaSenseInc on X 2025-07-24 11:27:01 UTC 24.9K followers, 1330 engagements
"$MS Earnings: - Net Revenues of $XXXX Billion - EPS of $XXXX - ROTCE of XXXX% - Institutional Securities reported net revenues of $XXX billion reflecting strong performance in our Markets businesses on higher client activity with notable strength in Equity - Wealth Management delivered a pre-tax margin of XXXX% for the quarter. - Net revenues of $XXX billion reflect strong asset management revenues higher levels of client activity and the positive impact of DCP. - Investment Management results reflect net revenues of $XXX billion primarily driven by asset management fees on higher average" @AlphaSenseInc on X 2025-07-16 11:30:52 UTC 24.9K followers, 1643 engagements
"$AVY delivered solid Q2 2025 results despite challenging macro conditions with earnings above midpoint expectations and strong free cash flow. Key themes included tariff impacts on apparel/retail segments strong Materials Group performance and continued growth in high-value categories like food and logistics within Intelligent Labels platform. Key Financial Results: - Q2 2025 adjusted EPS of $XXXX comparable to prior year - Strong adjusted EBITDA margin of XXXX% up XX basis points year-over-year - Sales declined X% on an organic basis - Generated strong adjusted free cash flow of nearly $190" @AlphaSenseInc on X 2025-07-22 16:28:59 UTC 24.9K followers, 1236 engagements
"$VZ Earnings: - EPS of $XXXX in second-quarter 2025 compared to EPS of $XXXX in second-quarter 2024; adjusted EPS excluding special items of $XXXX compared to $XXXX in second-quarter 2024. - Total operating revenue of $XXXX billion in second-quarter 2025 up XXX percent year-over-year. - Cash flow from operations totaled $XXXX billion in first-half of 2025 up from $XXXX billion in first-half of 2024. - Free cash flow was $XXX billion in first-half of 2025 up from $XXX billion in first-half of 2024. - Wireless service revenue in second-quarter 2025 was an industry-leading $XXXX billion up 2.2" @AlphaSenseInc on X 2025-07-21 11:36:48 UTC 24.8K followers, 2418 engagements
"$ISRG Earnings: - Second quarter 2025 revenue of $XXXX billion increased XX% compared with $XXXX billion in the second quarter of 2024. - Second quarter 2025 GAAP net income attributable to Intuitive was $XXX million or $XXXX per diluted share compared with $XXX million or $XXXX per diluted share in the second quarter of 2024. - Second quarter 2025 non-GAAP net income attributable to Intuitive was $XXX million or $XXXX per diluted share compared with $XXX million or $XXXX per diluted share in the second quarter of 2024. - Worldwide da Vinci procedures grew approximately XX% compared with the" @AlphaSenseInc on X 2025-07-22 20:06:35 UTC 24.9K followers, 2188 engagements
"FERRERO TO ACQUIRE WK KELLOGG CO "The Ferrero Group ("Ferrero" or the "Company") and WK Kellogg Co (NYSE: $KLG) today announced that they have entered into a definitive agreement under which Ferrero has agreed to acquire WK Kellogg Co for $XXXXX per share in cash representing a total enterprise value of $XXX billion. The acquisition which includes the manufacturing marketing and distribution of WK Kellogg Co's iconic portfolio of breakfast cereals across the United States Canada and the Caribbean is part of Ferrero's plan for strategic growth and expands the Company's reach across more" @AlphaSenseInc on X 2025-07-10 13:31:50 UTC 24.9K followers, 1835 engagements
"$AXP Earnings: - Net income of $XXX billion compared with net income of $XXX billion a year ago. - Earnings per share was $XXXX down X percent from $XXXX a year ago or up XX percent excluding the $XXXX gain from the sale of Accertify in the prior year. Our second-quarter results continued the strong momentum we have seen in our business over the last several quarters with revenues growing X percent year-over-year to reach a record $XXXX billion and adjusted EPS rising XX percent said Stephen J. Squeri Chairman and Chief Executive Officer. We saw record Card Member spending in the quarter" @AlphaSenseInc on X 2025-07-18 11:43:37 UTC 24.9K followers, 1661 engagements
"$MMM Earnings: - GAAP sales of $XXX billion up 1.4%; operating margin XXXX% down (230) bps; EPS of $XXXX down XX% all YoY - Adjusted sales of $XXX billion with organic growth of XXX% YoY - Adjusted operating margin of XXXX% up 290bps YoY - Adjusted EPS of $XXXX up 12%YoY - Operating cash flow of $(1.0) billion with adjusted free cash flow of $XXX billion - 2025 adjusted EPS guidance increased from $XXXX - $XXXX to $XXXX - $XXXX including the impact of tariffs "We delivered strong results in the second quarter posting positive organic sales growth and double-digit EPS growth" said William" @AlphaSenseInc on X 2025-07-18 11:42:18 UTC 24.9K followers, 1192 engagements
"$RTX Earnings: - Sales of $XXXX billion up X percent versus prior year and up X percent organically excluding divestitures - GAAP EPS of $XXXX including $XXXX of acquisition accounting adjustments and $XXXX of restructuring and other net significant and/or non-recurring items - Adjusted EPS of $XXXX up XX percent versus prior year - Operating cash flow of $XXX billion; free cash outflow of $XXX billion "We continued our momentum in the second quarter with organic sales and profit growth* across all three segments including XX percent commercial aftermarket growth" said RTX Chairman and CEO" @AlphaSenseInc on X 2025-07-22 11:43:17 UTC 24.9K followers, 1380 engagements
"$THC Earnings: - Net income available to common shareholders in second quarter 2025 was $XXX million or $XXXX per diluted share - Adjusted diluted earnings per share increased XX% to $XXXX in second quarter 2025 compared to $XXXX in second quarter 2024 - Consolidated Adjusted EBITDA in second quarter 2025 increased XXXX% to $XXXXX billion compared to second quarter 2024; Second quarter 2025 Adjusted EBITDA margin was XXXX% - Second quarter 2025 Ambulatory Care Adjusted EBITDA of $XXX million increased XXXX% over second quarter 2024 - Board of Directors authorized a $XXX billion increase to" @AlphaSenseInc on X 2025-07-22 11:45:25 UTC 24.9K followers, 1196 engagements
"$SAM Earnings: - Net revenue of $XXXXX million increased XXX% - Gross margin of XXXX% up XXX basis points year over year - Net income of $XXXX million an increase of $XXX million or XXXX% year over year - Diluted income per share of $XXXX an increase of XXXX% year over year Our depletions declined by X% in the second quarter as volumes were pressured across the beer industry due to economic uncertainty impacting consumer behavior and some impact from poor weather in some key selling weeks said Chairman and Founder Jim Koch. While the external environment remains dynamic we were able to grow" @AlphaSenseInc on X 2025-07-24 20:33:20 UTC 24.9K followers, 1451 engagements
"$PCAR Earnings: - Net income of $XXXXX million $XXXX per diluted share - Second quarter net sales and financial services revenues were $XXXX billion compared to $XXXX billion achieved in the second quarter of 2024. - Global truck deliveries of 39300 units. - Record PACCAR Parts revenues of $XXXX billion. - PACCAR Parts pre-tax income of $XXXXX million. - PACCAR Financial Services pre-tax income of $XXXXX million. PACCAR achieved good revenues and net income in the second quarter of 2025 said Preston Feight chief executive officer. Peterbilt Kenworth and DAF delivered good results PACCAR Parts" @AlphaSenseInc on X 2025-07-22 12:03:38 UTC 24.9K followers, 1069 engagements
"$INTC CEO on their AI strategy: "So I think we're going to unfold our AI strategy in the months to come. But let me just share with you I think we're going to look at it from where are we going to target and focus. And first of all it's the inference side and also the Agentic AI and that is really taking off. And we want to provide that interception on that. And then we're going to take a different approach. We're going to look at the whole system software to the silicon and then drive the performance. And Agentic AI is very important is the accurate and speed. So I think with all this AI" @AlphaSenseInc on X 2025-07-24 22:36:46 UTC 24.9K followers, 2964 engagements
"$NXPI Earnings: - Revenue was $XXXX billion down X percent year-on-year - GAAP gross margin was XXXX percent GAAP operating margin was XXXX percent and GAAP diluted Net Income per Share was $XXXX - Non-GAAP gross margin was XXXX percent non-GAAP operating margin was XXXX percent and non-GAAP diluted Net Income per Share was $XXXX - Cash flow from operations was $XXX million with net capex investments of $XX million resulting in non-GAAP free cash flow of $XXX million - Capital return during the quarter was $XXX million representing XX percent of second quarter non-GAAP free cash flow. Share" @AlphaSenseInc on X 2025-07-21 20:13:29 UTC 24.9K followers, 3105 engagements
"$CB Earnings: - Net income of $XXXX billion or $XXXX per share and core operating income of $XXXX billion or $XXXX per share. - P&C net premiums written were $XXXXX billion up XXX% or XXX% in constant dollars. - Global P&C net premiums written which exclude Agriculture were up XXX% or XXX% in constant dollars. - P&C underwriting income was a record $XXXX billion up XXXX% with a combined ratio of 85.6%. P&C current accident year underwriting income excluding catastrophe losses was a record $XXXX billion up XXXX% over prior year with a combined ratio of 82.3%. - Annualized return on equity" @AlphaSenseInc on X 2025-07-22 20:18:20 UTC 24.9K followers, 1629 engagements
"$NOW Earnings: - ServiceNow exceeds guidance across all Q2 2025 topline growth and profitability metrics - Net income per share - diluted: $XXXX - Subscription revenues of $3113 million in Q2 2025 representing XXXX% year-over-year growth XXXX% in constant currency - Total revenues of $3215 million in Q2 2025 representing XXXX% year-over-year growth XXXX% in constant currency - Current remaining performance obligations of $XXXXX billion as of Q2 2025 representing XXXX% year-over-year growth XXXX% in constant currency ServiceNows outstanding second quarter results continue our long track record" @AlphaSenseInc on X 2025-07-23 20:12:41 UTC 24.9K followers, 4631 engagements
"$DHR Earnings: - Net earnings were $XXX million or $XXXX per diluted common share and non-GAAP adjusted diluted net earnings per common share were $XXXX. - Revenues increased XXX% year-over-year to $XXX billion and non-GAAP core revenue increased XXX% year-over-year. - Operating cash flow was $XXX billion and non-GAAP free cash flow was $XXX billion. Rainer M. Blair President and Chief Executive Officer stated "Our team's strong execution using the Danaher Business System paired with another quarter of robust growth in our Bioprocessing business and disciplined cost management enabled us to" @AlphaSenseInc on X 2025-07-22 11:25:50 UTC 24.9K followers, 1726 engagements
"Interview with industry expert on $ORCL's strategic rise in multi-cloud AI era ( $MSFT $AMZN $GOOGL $MDB ): - The expert emphasizes that $ORCLs long-term growth is significantly underestimated driven by several underappreciated factors. $ORCL's cloud platform has quietly matured underscored by its $30B deal with OpenAI proof of growing credibility in enterprise AI infrastructure. Additionally roughly XX% of $ORCL's extensive customer base still runs on-premise contributing steady high-margin maintenance revenue. These legacy clients are central to $ORCL's Cloud First strategy and their" @AlphaSenseInc on X 2025-07-14 14:17:05 UTC 24.9K followers, 5543 engagements
"$GS CEO's thoughts on tokenization: "Obviously the legislative agenda that's putting a regulatory structure around stablecoins and digitization is important. We're very focused on it. I think this market structure build that is yet to come is very very important in the context of this in the direction of travel. We think there are a handful of places where there could be interesting opportunity for us potentially around funding. We also think that the continued digitization of the financial system takes friction out and creates new opportunities. And so we've got a very significant group of" @AlphaSenseInc on X 2025-07-16 15:27:48 UTC 24.9K followers, 1277 engagements
"$KDP Earnings: - Net sales for the second quarter increased XXX% to $XXX billion. On a constant currency basis net sales advanced XXX% driven by volume/mix growth of XXX% and favorable net price realization of 2.2%. The acquisition of GHOST contributed XXX percentage points to volume/mix growth. - GAAP net income increased XXX% to $XXX million or $XXXX per diluted share including an unfavorable year-over-year impact of items affecting comparability. - Adjusted net income increased XXXX% to $XXX million and Adjusted diluted EPS increased XXXX% to $XXXX. Adjusted diluted EPS growth was driven" @AlphaSenseInc on X 2025-07-24 11:17:03 UTC 24.9K followers, 1184 engagements
"$IPG Earnings: - Total revenue of $XXX billion including billable expenses - Diluted loss per share of $XXXX as reported and diluted earnings per share of $XXXX as adjusted - Revenue before billable expenses ("net revenue") of $XXX billion - Organic net revenue decrease of -XXX% due to prior-year client account activity - Reported net income was $XXXXX million which includes after-tax expense of $XXXX million for previously announced strategic restructuring actions - Adjusted EBITA before restructuring charges and deal costs was $XXXXX million with margin of XXXX% on revenue before billable" @AlphaSenseInc on X 2025-07-22 11:42:11 UTC 24.9K followers, XXX engagements
"$CLF Earnings: - Revenues of $XXX billion - GAAP net loss of $XXX million inclusive of $XXX million of previously disclosed non-recurring charges related to idled facilities - Adjusted net loss of $XXX million or $XXXX per diluted share Mr. Goncalves continued: "Our return to generating meaningful free cash flow and rapidly reducing debt is in sight. Domestic steel pricing remains strong we have visibility into our cost reductions and our order book remains healthy. Very importantly the end of the five-year contract to supply slabs from Indiana Harbor to one of our competitors comes in less" @AlphaSenseInc on X 2025-07-21 11:38:24 UTC 24.9K followers, 2997 engagements
"$MOH Earnings: - GAAP earnings per diluted share of $XXXX and adjusted earnings per diluted share of $XXXX - Premium revenue was approximately $XXXX billion for the second quarter of 2025 an increase of XX% year over year. Our second quarter results and revised full year outlook reflect a challenging medical cost trend environment said Joseph Zubretsky President and Chief Executive Officer. The current earnings pressure we are experiencing results from what we believe to be a temporary dislocation between premium rates and medical cost trend which has recently accelerated. We are still" @AlphaSenseInc on X 2025-07-23 20:18:13 UTC 24.9K followers, 3087 engagements
"Former $MSFT employee shares insight into why $MSFT is winning the AI race ( $CRM $GOOGL $AMZN ): - The expert explains that although $MSFT Copilot and ChatGPT use the same underlying OpenAI models their user experiences differ significantly due to $MSFT's enterprise-focused design. To ensure trust compliance and security for industries like finance and healthcare $MSFT wraps the model in strict governance responsible AI filters and permissioning layers often limiting flexibility reducing response richness and increasing latency. In contrast ChatGPT is optimized for speed usability and" @AlphaSenseInc on X 2025-07-17 14:12:17 UTC 24.9K followers, 3283 engagements
"$NDAQ Earnings: - Second quarter 2025 net revenue was $XXX billion an increase of XX% over the second quarter of 2024 or up XX% on an organic basis. This included Solutions3 revenue growing 10%. - GAAP diluted earnings per share grew over XXX% in the second quarter of 2025. Non-GAAP5 diluted earnings per share grew XX% in the second quarter of 2025. - Annualized Recurring Revenue (ARR) of $XXX billion increased XX% over the second quarter of 2024 or up X% on an organic basis. Annualized SaaS revenue increased XX% or XX% on an organic basis and represented XX% of ARR. - Financial Technology" @AlphaSenseInc on X 2025-07-24 11:18:14 UTC 24.9K followers, 1241 engagements
"$TXN CEO on the current state of the auto market: "So automotive again peaked for us in the third quarter of 2023 and in the last I would say X quarters a little bit up a little bit down but hovering around a certain level of high single digit down versus that number. So -- and think about the automotive customers those who shipped into the U.S. they have tariffs to deal with. So I don't think they want to -- I think they're being cautious right now. And I think the orders we get is only when they really need it. I don't think there is any inventory replenishment there not only at the OEMs" @AlphaSenseInc on X 2025-07-22 21:52:04 UTC 24.9K followers, 2817 engagements
"$IVZ Earnings: - Diluted EPS of $(0.03) - Adjusted Diluted EPS of $XXXX - $XXXX billion of net long-term inflows for the quarter primarily driven by ETFs and Index China JV & India Fundamental Fixed Income and Multi-Asset/Other - Ending AUM grew to a record high of $XXX trillion; an increase of XXX% from the prior quarter - XXXX% operating margin in Q2 2025; XXXX% adjusted operating margin "Our global scale and breadth of products were integral to sustaining long-term organic growth even during the turbulent first month of the quarter. During the quarter we generated $XX billion in net" @AlphaSenseInc on X 2025-07-22 11:53:08 UTC 24.9K followers, 1074 engagements
"$COF Earnings: - Second quarter of 2025 of $XXX billion or $(8.58) per diluted common share compared with net income of $XXX billion or $XXXX per diluted common share in the first quarter of 2025 and with net income of $XXX million or $XXXX per diluted common share in the second quarter of 2024. - Adjusted net income for the second quarter of 2025 was $XXXX per diluted common share. "We completed our acquisition of Discover on May 18th. Were fully mobilized and hard at work on integration which is going well" said Richard D. Fairbank Founder Chairman and Chief Executive Officer. "Were as" @AlphaSenseInc on X 2025-07-22 20:12:58 UTC 24.9K followers, 2209 engagements
"Interview with $U customer on gaming monetization and $U's strategic outlook ( $MSFT $META $APP $AAPL ): - The expert believes the reported performance gains from $U's Vector are likely a short-term optimization rather than evidence of a fundamentally improved product. While $U may be winning a larger share of auctions and selectively lowering backend margins to show short-term ROAS improvements for key publishers like Voodoo the expert sees no structural signal of improved user acquisition capability. - The expert clarifies that return on ad spend targets are typically uniform across" @AlphaSenseInc on X 2025-07-21 14:53:18 UTC 24.9K followers, 11.2K engagements
"$ACI Earnings: - Net income of $XXX million or $XXXX per share - Adjusted net income of $XXX million or $XXXX per share - Adjusted EBITDA of $1111 million - Identical sales increased XXX% - Digital sales increased XX% - Loyalty members increased XX% to XXXX million "In the first quarter we delivered solid operating and financial performance while investing in our core operations and improving our customer value proposition" said Susan Morris Chief Executive Officer. "Ongoing investments in our strategic priorities drove increased engagement across our digital platforms evidenced by strong" @AlphaSenseInc on X 2025-07-15 11:32:20 UTC 24.9K followers, 1255 engagements
"$CCI Earnings: - Net income (loss). Net income (loss) for the second quarter 2025 was $XXX million compared to $XXX million for the second quarter 2024. - Adjusted EBITDA. Second quarter 2025 Adjusted EBITDA was $XXX million compared to $XXX million for the second quarter 2024. The decrease in the year was a result of the lower contribution from site rental revenues as discussed above partially offset by a $XX million decrease in selling general and administrative costs primarily driven by the reduction in staffing levels and office closures announced in June 2024 and the absence of $20" @AlphaSenseInc on X 2025-07-23 20:19:35 UTC 24.9K followers, 1401 engagements
"$CHTR Earnings: - Second quarter revenue of $XXXX billion grew by XXX% year-over-year driven by residential mobile service revenue growth of XXXX% residential Internet revenue growth of XXX% and other revenue growth of 18.9%. - Second quarter total mobile lines increased by 500000. As of June XX 2025 Charter served XXXX million mobile lines. - Second quarter Adjusted EBITDA of $XXX billion grew by XXX% year-over-year. "Our converged connectivity revenue grew by over X% in the second quarter with a long runway for growth" said Chris Winfrey President and CEO of Charter. "Our seamless" @AlphaSenseInc on X 2025-07-25 11:29:22 UTC 24.9K followers, 1346 engagements
"Key Takeaways from $NU's Earnings Call - Nu Holdings reached XXX million customers across markets with XXX million in Brazil XX million in Mexico and X million in Colombia. - The company maintains a high activity ratio above XX% with nearly XXX million monthly active customers. - In Brazil about XX% of the population is a customer with XX% being active and close to XX% using Nu as their primary bank translating to over XX% market share in principality. - The credit portfolio reached $XXXX billion in Q1 growing X% quarter-over-quarter and XX% year-over-year on an FX-neutral basis. - Net income" @AlphaSenseInc on X 2025-05-14 00:04:13 UTC 24.9K followers, 5122 engagements
"$NXPI CEO on the pace of recovery in thier automotive business: "Our Automotive business is accelerating massively from the second into the third quarter when you think about the sequential growth. So we just gave you actual of the second quarter which were X% up quarter-on-quarter. And for the first time in a long time by the way flat year-on-year as you rightfully said. And we said now mid-single digits up into the third quarter. So that is doubling in terms of sequential growth Vivek. So therefore I'd say there is a clear difference. Furthermore the underlying inventory burn which has held" @AlphaSenseInc on X 2025-07-22 13:59:39 UTC 24.8K followers, 1099 engagements
"$PEGA CEO on GenAI Coach: "We're seeing customers really liking the way that we've been applying AI things like Coach. Coach is something that will kind of step in and help you finish a piece of work or tell you about why to do things. Knowledge buddy is a way to be able to create a repository that you can get processes and procedures. But as by the way now with Body is a tremendous asset because we're using knowledge buddies to hold both our and our partners' IP. So it's a vehicle to get IP and bigger operational. So we've got dozens of these AI features those types of things summarization" @AlphaSenseInc on X 2025-07-23 15:43:59 UTC 24.9K followers, 1217 engagements
"$INTC Earnings: - Second-quarter revenue was $XXXX billion flat year-over-year (YoY). - Second-quarter earnings (loss) per share (EPS) attributable to Intel was $(0.67); non-GAAP EPS attributable to Intel was $(0.10). - $(0.45) impact to GAAP EPS attributable to Intel from $XXX billion of restructuring charges; $(0.23) and $(0.20) impact to GAAP and non-GAAP EPS attributable to Intel respectively from $XXX million of impairment charges and $XXX million in one-time period costs. - Forecasting third-quarter 2025 revenue of $XXXX billion to $XXXX billion; expecting third-quarter EPS attributable" @AlphaSenseInc on X 2025-07-24 20:03:18 UTC 24.9K followers, 3937 engagements
"$GEV Earnings: - Revenue of $9.1B +11% +12% organically* with growth in both equipment and services - Net income of $0.5B; net income margin of XXX% - Adjusted EBITDA of $0.8B and adjusted EBITDA margin of XXX% - Cash from operating activities of $0.4B; free cash flow of $0.2B - $7.9B cash balance; $1.7B in capital returned to shareholders year-to-date - Orders of $12.4B +4% organically; continued strong demand at Power and Electrification - Backlog growth of $5.2B sequentially from equipment and services GE Vernova had a productive second quarter positioning us well to continue to accelerate" @AlphaSenseInc on X 2025-07-23 10:45:15 UTC 24.9K followers, 2177 engagements
"$CNC Earnings: - For the second quarter of 2025 premium and service revenues increased XX% to $XXXX billion from $XXXX billion in the comparable period of 2024. - Diluted loss per share was $(0.51) for the second quarter of 2025 driven primarily by a reduction in the Company's net 2025 Marketplace risk adjustment revenue transfer estimate. "We are disappointed by our second quarter results but we have a clear understanding of the trends that have impacted our performance and are working with urgency and focus to restore our earnings trajectory" said Chief Executive Officer of Centene Sarah M." @AlphaSenseInc on X 2025-07-25 11:31:31 UTC 24.9K followers, 1672 engagements
"$MANH Earnings: - Consolidated total revenue was $XXXXX million for Q2 2025 compared to $XXXXX million for Q2 2024. - GAAP diluted earnings per share was $XXXX for Q2 2025 compared to $XXXX for Q2 2024. - Adjusted diluted earnings per share a non-GAAP measure was $XXXX for Q2 2025 compared to $XXXX for Q2 2024. - Cloud subscription revenue was $XXXXX million for Q2 2025 compared to $XXXX million for Q2 2024. - License revenue was $XXX million for Q2 2025 compared to $XXX million for Q2 2024. - Services revenue was $XXXXX million for Q2 2025 compared to $XXXXX million for Q2 2024. Manhattan" @AlphaSenseInc on X 2025-07-22 20:16:31 UTC 24.9K followers, 1569 engagements
"$FCX Earnings: - Net income attributable to common stock in second-quarter 2025 totaled $XXX million $XXXX per share and adjusted net income attributable to common stock totaled $XXX million $XXXX per share. - Consolidated production totaled XXX million pounds of copper XXX thousand ounces of gold and XX million pounds of molybdenum in second-quarter 2025. - Consolidated sales totaled XXX billion pounds of copper XXX thousand ounces of gold and XX million pounds of molybdenum in second-quarter 2025. Kathleen Quirk President and Chief Executive Officer said As a leading copper producer our" @AlphaSenseInc on X 2025-07-23 12:08:57 UTC 24.9K followers, 1584 engagements
"$BLK CEO on stablecoins and tokenization: "Yes in my world tour working with central banks and regulators conversation about stable coin is vibrant right now. And so what we are going to see is more competitive type of stable coins they may have some role in diversifying away from dollar as we digitize more and more currency. But the opportunity for BlackRock in our world in both stable coin or all the entire role of tokenization of financial assets tokenization of real assets like real estate is going to be the future. And we believe more than ever before that we are as well positioned as" @AlphaSenseInc on X 2025-07-15 13:24:22 UTC 24.9K followers, 5481 engagements
"$HLT Earnings: - Diluted EPS was $XXXX for the second quarter and diluted EPS adjusted for special items was $XXXX - Net income was $XXX million for the second quarter - Adjusted EBITDA was $1008 million for the second quarter - System-wide comparable RevPAR declined XXX percent on a currency neutral basis for the second quarter compared to the same period in 2024 - Full year 2025 system-wide RevPAR is projected to be flat to an increase of XXX percent on a comparable and currency neutral basis compared to 2024; full year net income is projected to be between $1640 million and $1682 million;" @AlphaSenseInc on X 2025-07-23 10:26:07 UTC 24.9K followers, 1225 engagements
"$DOW Earnings: - Net sales were $XXXX billion down X% year-over-year reflecting declines in all operating segments. Sequentially net sales were down X% as seasonally higher demand in Performance Materials & Coatings was more than offset by declines across the other operating segments. - GAAP loss per share was $1.18; operating earnings per share (EPS) was a loss of $XXXX compared to earnings of $XXXX in the year-ago period and earnings of $XXXX in the prior quarter. Op. EPS excludes significant items totaling $XXXX per share primarily driven by restructuring program severance and related" @AlphaSenseInc on X 2025-07-24 11:20:15 UTC 24.9K followers, 1775 engagements
"$MS CEO on corporate sentiment and tariffs: "My sense in recent weeks is that if the just to use the word cadence again if the cadence of tariff policy execution is such that it is viewed to be sort of within broadly expected parameters and obviously the part of the negotiation is for the administration to optimize results but if there's a sense that it is within sort of bands of outcome and that the negotiation will take a certain amount of time as appropriate but it's sort of quantifiable that is clearly going to be a catalyst for further clearing of uncertainty. What is interesting in the" @AlphaSenseInc on X 2025-07-16 13:51:07 UTC 24.9K followers, 1291 engagements
"$LUV Earnings: - Net income of $XXX million or $XXXX income per diluted share - Net income excluding special items of $XXX million or $XXXX income per diluted shar - Returned $XXX billion to Shareholders through a combination of share repurchases and dividends Bob Jordan President Chief Executive Officer & Vice Chairman of the Board of Directors stated "We continued to make meaningful progress against our transformational plan in second quarter most notably implementing bag fees and a basic economy product. We had an exceptional operational rollout and continued to deliver outstanding" @AlphaSenseInc on X 2025-07-24 11:35:33 UTC 24.9K followers, 2063 engagements
"$DLR Earnings: - Reported net income available to common stockholders of $XXXX per share in 2Q25 compared to $XXXX in 2Q24 - Reported FFO per share of $XXXX in 2Q25 compared to $XXXX in 2Q24 - Reported Core FFO per share of $XXXX in 2Q25 compared to $XXXX in 2Q24 - Reported Constant-Currency Core FFO per share of $XXXX in 2Q25 - Reported rental rate increases on renewal leases of XXX% on a cash basis in 2Q25 "Record bookings in our XX megawatt plus interconnection product set underscore the strength of our full spectrum strategy and the breadth of the growing demand for digital" @AlphaSenseInc on X 2025-07-24 20:08:07 UTC 24.9K followers, 1221 engagements
"$TSLA Earnings: - EPS: $XXXX - Total revenue decreased XX% YoY to $22.5B. YoY - Operating income decreased XX% YoY to $0.9B resulting in a XXX% operating margin - Operating cash flow of $2.5B - Quarter-end cash cash equivalents and investments was $36.8B. The sequential decrease of $0.2B was primarily the result of changes in restricted cash and cash used in financing activities partially offset by free cash flow. "Q2 2025 was a seminal point in Teslas history: the beginning of our transition from leading the electric vehicle and renewable energy industries to also becoming a leader in AI" @AlphaSenseInc on X 2025-07-23 20:15:20 UTC 24.9K followers, 2233 engagements
"$BYD Earnings: - Revenues of $XXX billion up from $XXXXX million in the second quarter of 2024. - Net income of $XXXXX million or $XXXX per share for the second quarter of 2025 compared to $XXXXX million or $XXXX per share for the year-ago period. - Total Adjusted EBITDAR was $XXXXX million in the second quarter of 2025 increasing from $XXXXX million in the second quarter of 2024. - Adjusted Earnings for the second quarter of 2025 were $XXXXX million or $XXXX per share compared to $XXXXX million or $XXXX per share for the same period in 2024. Keith Smith President and Chief Executive Officer" @AlphaSenseInc on X 2025-07-24 20:09:06 UTC 24.9K followers, 1342 engagements
"As McGraw Hill gears up for a $4.2B IPO its edge isnt just scale. It's innovation. Content alone wont win in educational publishing anymore. In a market where AI digital-first challengers and rising costs are reshaping the rules only the tech-forward survive. See how McGraw Hill is positioning itself and what it means for the future of edtech. @MHEducation" @AlphaSenseInc on X 2025-07-23 10:48:44 UTC 24.9K followers, 1253 engagements
"Still losing hours to manual research Your competitors arent. AI agents are transforming how strategy and research teams work. Get faster insights with zero guesswork and no critical signals missed. Join AlphaSense experts and @NetApp's Rajeev Samuel to see how its done. 📅 Thursday July 24th XX PM ET X AM PT X PM BST Register" @AlphaSenseInc on X 2025-07-17 14:22:00 UTC 24.9K followers, 1223 engagements
"$C Earnings: - Net income for the second quarter 2025 of $XXX billion or $XXXX per diluted share on revenues of $XXXX billion - ROCE: XXX% - RoTCE: XXX% - CET1 Capital Ratio: XXXX% - Citigroup cost of credit of $XXX billion increased XX% driven by a higher net build in the allowance for credit losses (ACL) related to deterioration in the macroeconomic outlook in the current quarter relative to the prior-year period and a net ACL build related to transfer risk associated with client activity in Russia largely offset by a lower net ACL build for volume and lower net credit losses in the card" @AlphaSenseInc on X 2025-07-15 12:03:11 UTC 24.9K followers, 1683 engagements
"📈 Get ready for a blockbuster earnings week XXX S&P XXX companies are set to report Q2 results. Follow us for real-time earnings reports expert insights and breaking market news $AAL $AGNC $APH $BX $CLF $CMG $CNC $DECK $DPZ $ENPH $FCX $GEV $GM $GOOGL $IBM $INTC $ISRG $KO $LMT $NEM $NOW $NXPI $PM $QS $SAP $STLD $T $TSLA $VZ" @AlphaSenseInc on X 2025-07-20 20:04:44 UTC 24.9K followers, 2137 engagements
"$CMG Earnings: - Total revenue increased XXX% to $XXX billion - Comparable restaurant sales decreased XXX% - Operating margin was XXXX% a decrease from XXXX% - Restaurant level operating margin1 was XXXX% a decrease from XXXX% - Diluted earnings per share was $XXXX a XXX% decrease from $XXXX - Adjusted diluted earnings per share was $XXXX a XXX% decrease from $XXXX "We are seeing momentum build as we rolled out our summer marketing initiatives and as our comparisons ease" said Scott Boatwright Chief Executive Officer Chipotle. "Our talented restaurant teams remain focused on delivering" @AlphaSenseInc on X 2025-07-23 20:11:37 UTC 24.9K followers, 10.8K engagements
"$DX reported strong Q2 2025 results highlighted by portfolio growth increased leverage and continued focus on Agency MBS investments. Key themes included capital raising success strategic deployment into attractive Agency MBS spreads and positioning for potential Fed rate cuts while maintaining disciplined risk management. Key Financial Results: - Portfolio size increased XX% to $XX billion from $XX billion in Q1 and over XX% larger than prior year - Market capitalization exceeded $XXX billion as of June XX representing nearly XX% growth since June 2024 - Book value nearly unchanged from" @AlphaSenseInc on X 2025-07-21 14:58:56 UTC 24.8K followers, 1317 engagements
"$DHR CEO on biotech activity and AI: "I would say that if we just look where we are today biotech is at lower activity levels but stable. The investment environment has been tough here with the amount of venture capital that goes into these biotechs flowing and those that are already out there really needing to focus on those therapeutic programs that show the best data. And I think that is representative of what has been going on here more generally in the sector that the enormous wave of investment that we saw during and just after the pandemic has waned. And the market is now finding its" @AlphaSenseInc on X 2025-07-22 13:30:51 UTC 24.9K followers, 2123 engagements
"$WDFC Earnings: - Total net sales were $XXXXX million an increase of X percent compared to the prior year fiscal quarter. - Diluted earnings per share were $XXXX compared to $XXXX in the prior year fiscal quarter an increase of X percent. - Net income was $XXXX million an increase of X percent from the prior year fiscal quarter. - Operating income was $XXXX million an increase of X percent from the prior year fiscal quarter. Today we reported third quarter net sales of $XXXXX million a new record high for net sales in a quarter reflecting a modest X percent year-over-year increase said Steve" @AlphaSenseInc on X 2025-07-10 20:06:53 UTC 24.9K followers, 1695 engagements
"$HAS Earnings: - Net revenue: $XXX million - Net loss of $XXXX per share and Adjusted net earnings of $XXXX per diluted share an $XXXX improvement year over year. - Adjusted operating profit was $XXX million stable year-over-year reflecting the strength of MAGIC and a more efficient cost structure. Hasbros return to growth in the first half of 2025 is clear validation that our Playing to Win strategy is working said Chris Cocks Chief Executive Officer Hasbro Inc. We delivered record-setting results from MAGIC: THE GATHERING alongside strong contributions from our games portfolio licensing" @AlphaSenseInc on X 2025-07-23 10:33:09 UTC 24.9K followers, 1413 engagements
"Former $PYPL employee shares $PYPL's path to success in the extremely competitive payments ecosystems ( $ADYEN $AAPL $XYZ ) : - According to the expert $PYPL's Braintree once a developer-focused flexible solution lost ground as $PYPL repositioned it toward enterprise use without matching the pace of innovation seen at competitors. Stripe has grown from SMB roots into the lower enterprise tier with strong developer tools modern architecture and powerful orchestration. Meanwhile $ADYEN dominates global omnichannel enterprise payments with an integrated platform and a 7080% market share in" @AlphaSenseInc on X 2025-07-24 15:15:34 UTC 24.9K followers, 2707 engagements
"We have entered a new era of AI maturity with $GOOGL acquiring Windsurf's senior talent through 'acqui-hiring'. Following OpenAI's failed acquisition attempt the move underscores 'vibe coding' as a key priority pairing programming with developer personalities. Our Director of Research (TMT) Michelle Brophy points out tech giants buying stakes in rivals attracts the attention of antitrust regulators while hiring has not. Mentions of vibe coding across our XXX million document library have spiked since February and continue to rise following Windsurf's acquisition. With the right AI-driven" @AlphaSenseInc on X 2025-07-22 17:00:02 UTC 24.9K followers, 1294 engagements
"$NOC Earnings: - Sales increase X percent sequentially to $XXXX billion - Operating margin rate of XXXX percent; segment operating margin rate of XXXX percent - Diluted earnings per share (EPS) of $XXXX inclusive of a $XXXX EPS benefit from the training services divestiture completed in the quarter The Northrop Grumman team delivered a strong second quarter with increased sales and outstanding operating performance said Kathy Warden chair chief executive officer and president. We are working with our customers to accelerate capability delivery to enable their vision of peace through strength." @AlphaSenseInc on X 2025-07-22 11:28:15 UTC 24.9K followers, 1504 engagements
"Former $AMZN employee breaks down the cloud market's competitive shifts ( $MSFT $GOOGL $NVDA $CRWV ): - The expert believes $AMZN made a strategic misstep by not aligning with $NVDA early in the generative AI wave which left it without a competitive GPU offering as the market rapidly shifted toward CUDA-based workloads. While $AMZN still holds structural advantages like operating scale lower data center costs strong margins from custom Graviton CPUs proprietary networking via Nitro and a lucrative marketplace business these are no longer sufficient to offset its GPU disadvantage. - The expert" @AlphaSenseInc on X 2025-07-22 14:23:29 UTC 24.9K followers, 15.1K engagements
"Corporate Development in the Software Industry gives AlphaSense 5/5 Rating in @Gartner_inc Peer Insights Generative AI Apps (Transitioning to AI Knowledge Management Apps/ General Productivity) Market. Read the full review here: #gartnerpeerinsights" @AlphaSenseInc on X 2025-07-22 18:43:14 UTC 24.9K followers, 1332 engagements
"$KO delivered X% organic revenue growth in Q2 2025 despite volume declines demonstrating resilience amid challenging market conditions. Management highlighted strong execution of productivity initiatives regional performance variations and confidence in meeting updated 2025 guidance despite external headwinds. Key Financial Results: - Organic revenue grew X% with X% price/mix growth - Unit case volume declined X% due to weaker-than-expected June - Comparable EPS of $XXXX up X% year-over-year despite currency headwinds - Comparable gross margin increased approximately XX basis points -" @AlphaSenseInc on X 2025-07-22 13:53:03 UTC 24.9K followers, 1377 engagements
"$CMG CEO discusses macroeconomic factors and consumer sentiment in Q2: "We did see some share loss in the April-May time frame as the low-income consumer pulled back but we're back to share gains yet again in June-July. So I think it truly is trending along with the macro and consumer sentiment at this point. And so I don't have overarching fears. We always keep our eye on the competitors as you -- I'm sure you're aware Danilo. But we see no one on the rise today that is causing us to remake our strategy. And we'll continue to meet the consumer where they are and try to drive demand through" @AlphaSenseInc on X 2025-07-23 22:37:45 UTC 24.9K followers, 1518 engagements
"$NFLX Earnings: - EPS $XXXX - Revenue: $XX billion "We now forecast 2025 revenue of $44.8-$45.2B up from $43.5-$44.5B and a F/X neutral operating margin of XXXX% (vs. XX% previously) or XX% on a reported basis. Our higher forecast X primarily reflects the weakening of the US dollar vs. most other currencies plus healthy member growth and ad sales."" @AlphaSenseInc on X 2025-07-17 20:04:00 UTC 24.9K followers, 1633 engagements
"$DECK's CFO comments on the company's growth framework for HOKA and UGG amid tariffs: "I think the framework still holds. I think coming out of the performance of Q1 more confidence in the framework as we navigate kind of the uncertainty around tariffs. So I think yes largely what we laid out at the beginning of the year in terms of how we're thinking about fiscal year '26 is still intact with more confidence. I think in terms of how we're looking at reinstating full year guidance our intention is to get there. I think right now with uncertainty around the details of the tariffs. So we're" @AlphaSenseInc on X 2025-07-24 22:45:48 UTC 24.9K followers, 1628 engagements
"$SAP Earnings: - Total revenue was up X% to XXXX billion and up XX% at constant currencies. - Current cloud backlog of XXXX billion up XX% and up XX% at constant currencies - Cloud revenue up XX% and up XX% at constant currencies - Cloud ERP Suite revenue up XX% and up XX% at constant currencies - IFRS operating profit of XXX billion; non-IFRS operating profit of XXX billion up XX% and up XX% at constant currencies Christian Klein CEO: "We have delivered yet another quarter of outstanding results. AI innovations such as Joule becoming available "everywhere and for everything" and SAP Business" @AlphaSenseInc on X 2025-07-22 20:08:15 UTC 24.9K followers, 3435 engagements
"$CALX Earnings: - Revenue: $XXXXX million - Net income (loss) per diluted common share: ($0.00) - Non-GAAP Net income (loss) per diluted common share: $XXXX "During the second quarter of 2025 the Calix team delivered strong sequential revenue growth of XX% as our broadband experience provider customers (BXPs) continued to win new subscribers drive down churn and grow revenue via the unique capabilities of our appliance-based platform cloud and managed services model. As a result our remaining performance obligations (RPOs) rose XX% year-over-year and X% quarter-over-quarter to $XXX million" @AlphaSenseInc on X 2025-07-21 20:19:09 UTC 24.9K followers, 1694 engagements
"$CAG Earnings: - Diluted earnings per share for the fourth quarter was $0.53; adjusted earnings per share (EPS) decreased XXX% to $XXXX - Net sales decreased XXX% to $XXX billion Sean Connolly president and chief executive officer of Conagra Brands commented "I'm proud of the Conagra team for their hard work throughout fiscal 2025 as we navigated an environment that proved to be more challenging than we anticipated. We entered the year focused on returning volume to growth and delivered consistent progress through the first half. This resulted in a return to absolute volume growth in domestic" @AlphaSenseInc on X 2025-07-10 11:50:51 UTC 24.9K followers, 1467 engagements
"$GD Earnings: - Revenue $XX billion up XXX% from year-ago quarter - Diluted EPS $XXXX up XXXX% from year-ago quarter - $XXX billion cash from operating activities XXX% of net earnings - Very strong order activity in Marine and Aerospace segments "During the first half of the year each of our four segments achieved growth in revenue and earnings with margins on a companywide basis expanding XX basis points over the same period last year" said Phebe Novakovic chairman and chief executive officer. "Our strong cash flow and healthy backlog position us well to have a good second half."" @AlphaSenseInc on X 2025-07-23 11:05:02 UTC 24.9K followers, 1552 engagements
"$GS Earnings: - Net revenue: $XXXXX billion - Net earnings: $XXXX billion - EPS: $XXXXX - Annualized ROE: XXXX% - Annualized ROTE: XXXX% - Book Value Per Share: $XXXXXX Our strong results for the quarter reflected healthy client activity levels across our businesses our differentiated franchise positions and the talent and commitment of our people. At this time the economy and markets are generally responding positively to the evolving policy environment. But as developments rarely unfold in a straight line we remain very focused on risk management. Given the strategic decisions and" @AlphaSenseInc on X 2025-07-16 11:39:48 UTC 24.9K followers, 2057 engagements
"$ENPH Earnings: - Revenue of $XXXXX million - GAAP operating income of $XXXX million; non-GAAP operating income of $XXXX million - GAAP net income of $XXXX million; non-GAAP net income of $XXXX million - GAAP diluted earnings per share of $0.28; non-GAAP diluted earnings per share of $XXXX - GAAP gross margin of 46.9%; non-GAAP gross margin of XXXX% with net IRA benefit - Non-GAAP gross margin of XXXX% excluding net IRA benefit of 11.4%" @AlphaSenseInc on X 2025-07-22 20:09:19 UTC 24.9K followers, 3389 engagements
"$OTIS Earnings: - Second quarternet sales of $XXX billion were flat versus the prior year driven primarily by a decrease in New Equipment sales in China and the Americas offset by Service sales with growth in all lines of business. - GAAP EPS of $XXXX decreased X% compared to the prior year driven by non-recurring items.Adjusted EPS of $XXXX decreased X% driven by operational performance taxes and interest expense partially offset by favorable foreign exchange rates a lower share count and favorable minority interest. - Second quarterGAAP operating profit of $XXX million decreased $XX million" @AlphaSenseInc on X 2025-07-23 10:30:50 UTC 24.9K followers, 1273 engagements
"Volkswagen reported H1 2025 results marked by significant challenges from increased U.S. import tariffs and restructuring costs while showing progress on cost reduction initiatives and electric vehicle growth. The company reduced its full-year guidance due to tariff impacts but highlighted strong product momentum and restructuring benefits beginning to materialize. Key Financial Results: - Sales revenue remained stable at EUR XXX billion in H1 2025 - Operating profit declined XX% to EUR XXX billion - Operating return on sales was XXX% - Vehicle deliveries increased X% to XXX million units -" @AlphaSenseInc on X 2025-07-25 11:45:42 UTC 24.9K followers, 1163 engagements
"$PEP CEO on CELSIUS and the energy drink market: ".we continue to see energy as a large and growing category in our beverage business and consumers are adopting those beverages in their lifestyle and I think that will continue. That what we're participating is multiple right We're participating in ownership of some businesses like CELSIUS. And we're also creating value by distributing some of those brands in the marketplace and that makes our business stronger with our customers but also obviously we create value from our infrastructure and our assets. So that's the way we're participating." @AlphaSenseInc on X 2025-07-17 13:52:23 UTC 24.9K followers, 1246 engagements
"$BSX Earnings: - Reported net sales of $XXXXX billion representing an increase of XXXX percent on a reported basis compared to the company's guidance range of XXXX to XXXX percent; XXXX percent on an operational basis; and XXXX percent on an organic basis compared to the company's guidance range of XX to XX percent all compared to the prior year period. - Reported GAAP net income attributable to Boston Scientific common stockholders of $XXXX per share compared to the company's guidance range of $XXXX to $XXXX per share and achieved adjusted EPS of $XXXX per share compared to the guidance" @AlphaSenseInc on X 2025-07-23 10:34:25 UTC 24.9K followers, 1560 engagements
"$FAST Earnings: - Diluted net income per share: $XXXX - Net sales: $XXXX billion - Net cash provided by operating activities was $XXXXX in the second quarter of 2025 an increase of XXX% from the second quarter of 2024" @AlphaSenseInc on X 2025-07-14 11:46:47 UTC 24.9K followers, 1479 engagements
"$BABA employee breaks down $AMZN's strengths and competitive edge: - A key yet often overlooked strength of $AMZN has been its operational excellence particularly its advanced logistics network and customer-friendly return and refund policies. An expert highlights that $AMZN once defined a best-in-class customer experience by issuing refunds even before receiving returned items fostering a level of trust and frictionless service that few competitors could match. However since Jeff Bezos stepped away from daily operations this flexibility has tightened reportedly due to ESG considerations and" @AlphaSenseInc on X 2025-07-16 13:54:09 UTC 24.9K followers, 2452 engagements
"$DECK Earnings: - First Quarter FY 2026 Revenue Increased XX% to $XXX Million - First Quarter FY 2026 Diluted EPS Increased XX% to $XXXX - HOKA brand net sales increased XXXX% to $XXXXX million compared to $XXXXX million. - UGG brand net sales increased XXXX% to $XXXXX million compared to $XXXXX million. - Other brands net sales decreased XXXX% to $XXXX million compared to $XXXX million. - Gross margin was XXXX% compared to 56.9%. HOKA and UGG outperformed our first quarter expectations with robust growth delivering solid results to begin fiscal year 2026 said Stefano Caroti President and" @AlphaSenseInc on X 2025-07-24 20:11:02 UTC 24.9K followers, 2441 engagements
"A multi-cloud customer reveals key differences between leading cloud providers ( $MSFT $AMZN $GOOGL $ORCL ): - The expert explains that their use of OCI is not driven by its standalone technical capabilities but by its integration benefits particularly with $ORCL ERP data and hybrid flows linked through $MSFT's Azure Interconnect. Their multi-cloud strategy began in 2021 initially dominated by AWS then expanding to Azure and GCP. In the past year they've started evaluating OCI mainly for $ORCL - centric workloads and are currently running proofs of concept to determine where OCI fits best." @AlphaSenseInc on X 2025-07-25 14:05:00 UTC 24.9K followers, 1479 engagements
"$PHM Earnings: - Earnings of $XXXX Per Share - Closings Totaled 7639 Homes Generating Home Sale Revenues of $XXX Billion - Home Sale Gross Margin of XXXX% - Net New Orders Totaled 7083 Homes with a Value of $XXX Billion - Unit Backlog of 10779 Homes with a Value of $XXX Billion - Debt-to-Capital Ratio Lowered to XXXX% - Cash Balance of $XXX Billion After Repurchasing $XXX Million of Common Shares PulteGroup continues to deliver strong financial results as our disciplined business practices allow us to navigate todays highly competitive homebuilding environment said Ryan Marshall President and" @AlphaSenseInc on X 2025-07-22 11:46:40 UTC 24.9K followers, 1112 engagements
"$GM Earnings: - Revenue: $XXXX billion - EPS-diluted-adj: $XXXX - EBIT-adj: $X billion - Adj. auto FCF: $XXX billion - EBIT-adj. margin: XXX% - Wholesale units: 974K "Despite slower EV industry growth we believe the long-term future is profitable electric vehicle production and this continues to be our north star. As we adjust to changing demand we will prioritize our customers brands and a flexible manufacturing footprint and leverage our domestic battery investments and other profit-improvement plans. Overall GM is well positioned to succeed in an ICE market that now has a longer runway. We" @AlphaSenseInc on X 2025-07-22 11:23:34 UTC 24.9K followers, 1401 engagements
"$KEY Earnings: - Net income from continuing operations attributable to Key common shareholders of $XXX million or $.35 per diluted common share "Our second quarter results demonstrate continued strong momentum. Revenue was up XX% year-over-year driven by our clearly defined net interest income tailwinds and XX% growth in noninterest income while expenses grew 7%. Sequentially net interest income grew 4%. Credit quality continues to trend in a positive direction with overall credit migration improving for the sixth consecutive quarter. Business activity with clients and prospects continues to" @AlphaSenseInc on X 2025-07-22 11:54:19 UTC 24.9K followers, 1123 engagements
"$GOOGL Earnings: - Consolidated Alphabet revenues in Q2 2025 increased XX% or XX% in constant currency year over year to $XXXX billion reflecting robust momentum across the business. Google Search & other YouTube ads Google subscriptions platforms and devices and Google Cloud each delivered double-digit growth in Q2. - Google Services revenues increased XX% to $XXXX billion reflecting strong performance across Google Search & other Google subscriptions platforms and devices and YouTube ads. - Google Cloud revenues increased XX% to $XXXX billion led by growth in Google Cloud Platform (GCP)" @AlphaSenseInc on X 2025-07-23 20:05:06 UTC 24.9K followers, 3843 engagements
"$HAL Earnings: - Net income of $XXXX per diluted share. - Cash flow from operations of $XXX million and free cash flow of approximately $XXX million. - Revenue of $XXX billion and operating margin of 13%. - Approximately $XXX million of share repurchases. Halliburton today is more differentiated with deeper technology advantages to address our customers requirements and more collaborative than ever before. I believe our value proposition to collaborate and engineer solutions to maximize asset value for our customers is a powerful driver of both customer and shareholder value commented Jeff" @AlphaSenseInc on X 2025-07-22 11:44:10 UTC 24.9K followers, 1260 engagements
"$HWC Earnings: - Net income totaled $XXXXX million or $XXXX per diluted share compared to $XXXXX million or $XXXX per diluted share in the first quarter of 2025 - Return on Assets (ROA) was XXXX% or XXXX% when adjusted for supplemental disclosure items compared to XXXX% in prior quarter - Adjusted pre-provision net revenue (PPNR) totaled $XXXXX million up $XXX million compared to the first quarter of 2025 - Loans increased $XXXXX million or X% linked quarter annualized (LQA) - Deposits decreased $XXXXX million or X% LQA We are pleased to share another strong report for the second quarter of" @AlphaSenseInc on X 2025-07-15 20:08:56 UTC 24.9K followers, 1472 engagements
"$CSX reported Q2 2025 results highlighting operational recovery from Q1 challenges with improved network performance and service metrics. Management discussed mixed market conditions progress on key infrastructure projects and continued focus on efficiency initiatives while maintaining an open stance toward industry consolidation opportunities. Key Financial Results: - Revenue of $XXX billion down X% year-over-year - Operating margin declined XXX basis points year-over-year but improved XXX basis points sequentially - Earnings per share decreased XX% year-over-year but grew 29%" @AlphaSenseInc on X 2025-07-23 21:58:03 UTC 24.9K followers, 1347 engagements
"$ALLY Earnings: - GAAP EPS: $XXXX - Adj. EPS: $XXXX - GAAP net revenue: $XXX billion - Adj. total net revenue: $XXX billion - Pre-tax income of $XXX million up $XXX million year over year. Core pre-tax income of $XXX million up $XX million year over year I am encouraged and energized by the progress we have made as an organization over the first half of the year. Our results demonstrate sound strategic positioning and disciplined execution contributing to an improving financial trajectory. These results reflect the power of focus from our 10000+ colleagues and our ongoing commitment to" @AlphaSenseInc on X 2025-07-18 11:51:14 UTC 24.9K followers, 1362 engagements
"$BLK Earnings: - Diluted EPS of $XXXXX or $XXXXX as adjusted - $XXX billion of year-to-date total net inflows led by a record first half for iShares ETFs alongside private markets and cash net inflows - $XX billion of quarterly total net inflows reflect impact of a single institutional client's $XX billion lower-fee index partial redemption - Closed acquisition of HPS Investment Partners on July 1st adding $XXX billion of client AUM and $XXX billion of fee-paying AUM Laurence D. Fink Chairman and CEO: For many years BlackRock has worked to serve the ambitions of each and every client around" @AlphaSenseInc on X 2025-07-15 11:17:58 UTC 24.9K followers, 1498 engagements
"$HON Earnings: - Sales of $XXXX Billion Reported Sales Up X% Organic Sales Up X% Exceeding High End of Previous Guidance - Earnings Per Share of $XXXX and Adjusted Earnings Per Share of $XXXX Exceeding High End of Previous Guidance "Honeywell delivered outstanding results in the second quarter with both organic growth and adjusted earnings per share exceeding guidance despite the unpredictable macroeconomic backdrop" said Vimal Kapur chairman and chief executive officer of Honeywell. "With Building Automation leading the way three out of four segments grew sales at better than X% in the" @AlphaSenseInc on X 2025-07-24 11:19:21 UTC 24.9K followers, 1252 engagements
"$STT Earnings: - EPS of $2.17; $XXXX excluding notable items - Revenue: $XXXX billion - Return on average common equity (ROE): XXXX% - Record $XX trillion of AUC/A and record $X trillion of aum - New investment servicing AUC/A wins of $XXX trillion - Investment management net inflows of $XX billion - Total operating leverage (341) bps; XXX bps ex-notables - Fee operating leverage (75) bps; XXX bps ex-notables - Pre-tax margin of 26%; XX% ex-notables Ron O'Hanley Chairman and Chief Executive Officer: "We delivered strong financial results and continued business momentum all while supporting" @AlphaSenseInc on X 2025-07-15 11:36:31 UTC 24.9K followers, 1357 engagements
"$VLO Earnings: - Reported net income attributable to Valero stockholders of $XXX million or $XXXX per share - Repaid the outstanding principal balance of $XXX million of XXXX% Senior Notes that matured in April - Declared a regular quarterly cash dividend on common stock of $XXXX per share on July XX - Returned $XXX million to stockholders through dividends and stock buybacks We remain committed to maintaining our track record of commercial and operational excellence which has been a hallmark of Valeros strategy for over a decade said Riggs. Our commitment remains underpinned by a strong" @AlphaSenseInc on X 2025-07-24 11:26:03 UTC 24.9K followers, 1249 engagements
"$AGYS Earnings: - Total net revenue increased XXXX% to a record $XXXX million compared to total net revenue of $XXXX million in the comparable prior-year period. - Adjusted diluted EPS (non-GAAP) was $XXXX per share in the fiscal 2026 first quarter compared to $XXXX per share in the comparable prior-year period (reconciliation included in financial tables). - Recurring revenue (comprising subscription and maintenance charges) was a record $XXXX million or XXXX% of total net revenue compared to $XXXX million or XXXX% of total net revenue for the same period in fiscal 2025. Subscription revenue" @AlphaSenseInc on X 2025-07-21 20:06:33 UTC 24.9K followers, 1561 engagements
"$BK Earnings: - Diluted EPS of $XXXX increased 27%; or XX% excluding notable items - Total revenue of $XXX billion increased X% - Noninterest expense of $XXX billion increased 4%; also X% excluding notable items - Pre-tax operating margin of XX% - ROTCE of XXXX% - Average deposits of $XXX billion increased X% yearover-year and X% sequentially "BNY delivered a strong performance in the second quarter. Total revenue was up X% year-over-year and for the first time exceeded $X billion in a quarter. We also generated another quarter of significant positive operating leverage which resulted in an" @AlphaSenseInc on X 2025-07-15 11:22:31 UTC 24.9K followers, 1267 engagements
"$BX Earnings: - GAAP Net Income was $XXX billion for the quarter and $XXX billion year-to-date (YTD). GAAP Net Income Attributable to Blackstone Inc. was $XXX million for the quarter and $XXX billion YTD. - Fee Related Earnings (FRE) of $XXX billion ($1.19/share) in the quarter - Distributable Earnings (DE) of $XXX billion ($1.21/share) in the quarter - Net Accrued Performance Revenues of $XXX billion ($5.37/share) - Total Assets Under Management (AUM) of $1211.2 billion Stephen A. Schwarzman Chairman and Chief Executive Officer said Blackstone delivered outstanding second-quarter results" @AlphaSenseInc on X 2025-07-24 11:22:36 UTC 24.9K followers, 1354 engagements
"$TSM reported strong Q2 2025 results driven by robust AI and HPC demand with revenue of $30.1B exceeding guidance. The company raised full-year 2025 revenue growth forecast to XX% while maintaining capital expenditure guidance. Management highlighted plans for significant global manufacturing expansion particularly in the US and provided updates on next-generation technology development including N2 and A16. Key Financial Results: - Q2 revenue increased XXXX% sequentially to $30.1B exceeding guidance - Gross margin of XXXX% down XXX percentage points sequentially - Operating margin increased" @AlphaSenseInc on X 2025-07-17 12:13:35 UTC 24.9K followers, 1798 engagements
"$C CEO on stablecoins and digital assets: "Look the assets the next evolution in the broader digitization of payments financing and liquidity. I view it just as we were seeing a change with fintechs a few years ago. Ultimately what we care about is what our clients want and how do we meet that need. What our clients want is multi-asset multibank cross-border always-on solutions providing a safe and sound manner with as many of the complexities sold for them that's like a compliance accounting reporting et cetera. And that's what we do. We are the global leader in enabling clients to move" @AlphaSenseInc on X 2025-07-15 18:34:51 UTC 24.8K followers, 1669 engagements
"$QS announced an expanded collaboration with Volkswagen's PowerCo including up to $XXX million in additional payments signed a new joint development agreement with another major automotive OEM and successfully baselined their next-generation Cobra process for separator production. The company extended its cash runway into 2029. Key Financial Results: - Q2 2025 capital expenditures were $XXX million - GAAP operating expenses and GAAP net loss in Q2 were $XXXXX million and $XXXXX million respectively - Adjusted EBITDA loss was $XX million in Q2 - Ended Q2 with $XXXXX million in liquidity" @AlphaSenseInc on X 2025-07-23 22:43:18 UTC 24.9K followers, 1713 engagements
"$ENPH reported Q2 2025 results highlighting continued U.S. market strength international expansion challenges and strategic initiatives around product innovation and cost reduction to navigate an expected XX% market decline in 2026 due to solar tax credit changes. Industry Trends & Dynamics: - U.S. solar market showing signs of improvement with rising battery attach rates - Expected XX% drop in TAM in 2026 due to tax credit changes - Industry shifting towards leases and PPA anchored by 48e tax credit through 2027 - Batteries becoming central to solar sales due to declining costs and tax" @AlphaSenseInc on X 2025-07-22 21:58:53 UTC 24.9K followers, 2120 engagements
"Big news: AlphaSense is now live on @awscloud Marketplace in the new AI Agents and Tools category AWS customers can quickly and easily deploy our leading AI search and market intelligence platform to accelerate their AI agent and workflow development. More here:" @AlphaSenseInc on X 2025-07-16 17:23:32 UTC 24.9K followers, 1484 engagements
"$NEM Earnings: -Reported Net Income of $XXX billion Adjusted Net Income (ANI) of $XXX billion equating to $XXXX per diluted share and Adjusted EBITDA2 of $XXX billion "Newmont delivered a strong second quarter producing approximately XXX million attributable gold ounces and generating an all time record quarterly free cash flow of $XXX billion underscoring the strength of our world-class portfolio and the disciplined execution of the commitments we shared at the beginning of the year" said Tom Palmer Newmont's Chief Executive Officer. "We remain firmly on track to achieve our 2025 guidance as" @AlphaSenseInc on X 2025-07-24 20:09:48 UTC 24.9K followers, 1993 engagements
"Private equity is being redefined. Not by capital but by AI. From due diligence to portfolio ops generative AI is reshaping how PE firms uncover insights move faster and compete smarter. But the risks are real and firms need a strategy" @AlphaSenseInc on X 2025-07-21 12:57:00 UTC 24.8K followers, 1305 engagements
"$HCA Earnings: - Revenues increased XXX percent to $XXXXXX billion - Net income attributable to HCA Healthcare Inc. increased XXXX percent to $XXXXX billion - Diluted earnings per share increased XXXX percent to $XXXX per diluted share and diluted earnings per share as adjusted increased XXXX percent to $XXXX per diluted share - Adjusted EBITDA increased XXX percent to $XXXXX billion - Cash flows from operating activities totaled $XXXXX billion compared to $XXXXX billion in the second quarter of 2024 We are pleased to report strong financial results for the second quarter. They reflected" @AlphaSenseInc on X 2025-07-25 11:34:04 UTC 24.9K followers, 1381 engagements
"$KO Earnings: - Net revenues grew X% to $XXXX billion and organic revenues (non-GAAP) grew 5%. Revenue performance included X% growth in price/mix and a X% decline in concentrate sales. Concentrate sales were in line with unit case volume. - EPS grew XX% to $XXXX and included the impact of an 11-point currency headwind. Comparable EPS (non-GAAP) grew X% to $XXXX and included the impact of a 5-point currency headwind. - Operating margin was XXXX% and comparable operating margin (non-GAAP) was 34.7%. Operating margin performance included items impacting comparability as well as currency" @AlphaSenseInc on X 2025-07-22 11:21:04 UTC 24.9K followers, 1458 engagements
"$DPZ Earnings: - Diluted EPS was $XXXX in the second quarter of 2025 as compared to $XXXX in the second quarter of 2024 representing a $XXXX or XXX% decrease. - Revenue: $XXX billion - U.S. same store sales growth of XXX% - Global retail sales growth (excluding foreign currency impact) of XXX% Our team delivered strong Q2 results said Russell Weiner Dominos Chief Executive Officer. Internationally we continued to grow despite macro challenges. In the U.S. both delivery and carryout grew driving meaningful market share gains within the U.S. pizza QSR category. We are now fully rolled out on" @AlphaSenseInc on X 2025-07-21 11:34:28 UTC 24.8K followers, 1354 engagements
"As crypto regulations begin to take form talk of stablecoin is spiking across documents on the AlphaSense platform signaling growing investor focus on this corner of the market. $USDT $USDC" @AlphaSenseInc on X 2025-07-25 13:41:04 UTC 24.9K followers, XXX engagements
"$ABT Q2 2025 earnings call highlighted strong performance across segments with high single-digit sales growth and double-digit EPS growth despite headwinds in diagnostics. Management emphasized continued innovation in medical devices particularly in diabetes care and cardiovascular products while addressing challenges from COVID testing decline and China market dynamics. Key Financial Results: - Q2 2025 adjusted EPS of $XXXX representing XX% growth year-over-year and XX% sequential growth from Q1 - Sales growth excluding COVID testing was XXX% in Q2 and X% in first half of 2025 - Gross margin" @AlphaSenseInc on X 2025-07-17 14:27:58 UTC 24.9K followers, 1397 engagements
"Interview with a former $GOOGL employee on $TSLA's potential and $GOOGL's Waymo position in the market today: - The expert emphasizes that successful autonomous vehicle deployment hinges on sensor redundancy using cameras LiDAR radar and ultrasonic sensors because each modality fails in different ways allowing for more robust safety cases. The expert believes the industry is now at a critical inflection point: after more than a decade and billions in investment companies like Waymo backed by $GOOGL are hitting the steep part of the S-curve enabling rapid growth. - The expert clarifies that" @AlphaSenseInc on X 2025-07-23 14:13:47 UTC 24.9K followers, 6979 engagements
"$LMT Earnings: - Sales of $XXXX billion - Recorded pre-tax losses on programs of $XXX billion and other charges of $XXX million which impacted earnings per share by $XXXX - Net earnings of $XXX million or $XXXX per share including impacts of program losses and other charges - Cash from operations of $XXX million and free cash flow of $(150) million - Returned $XXX billion of cash to shareholders through dividends and share repurchases - Reaffirming 2025 guidance for sales and free cash flow "Over the course of the past few months Lockheed Martin systems and platforms once again proved highly" @AlphaSenseInc on X 2025-07-22 11:40:58 UTC 24.9K followers, 2512 engagements
"$WB Earnings: - Net revenues were US$396.9 million flat year-over-year or an increase of X% year-over-year on a constant currency basis - Non-GAAP income from operations was US$129.5 million representing a non-GAAP operating margin of 33%. - Non-GAAP net income attributable toWeibo's shareholders was US$119.5 million and non-GAAP diluted net income per share was US$0.45. - Monthly active users ("MAUs") were XXX million in March 2025. - Average daily active users ("DAUs") were XXX million in March 2025. "We are pleased with our progresses made on the AI product front" said Gaofei Wang CEO of" @AlphaSenseInc on X 2025-05-21 11:03:31 UTC 24.9K followers, 1350 engagements
"$OMC CTO on AI agents: ".we believe that we sit on effectively the most elite data set in the industry and our generative AI strategy is grounded in this notion of an agentic framework. And what those agents are allowing us to do is to effectively infuse the intelligence of our elite data set into every facet of the marketing workflow. So every discipline all the teams across Omnicom now have the capability to drive deeper intelligence and a deeper understanding into every part of the work that they're doing for clients. This not only connects our capabilities but also drives a better" @AlphaSenseInc on X 2025-07-15 22:16:05 UTC 24.9K followers, 1634 engagements
"$AAL Earnings: - Record quarterly revenue of $XXXX billion - Second-quarter GAAP net income of $XXX million or $XXXX per diluted share - Excluding net special items second-quarter net income of $XXX million or $XXXX per diluted share - Second-quarter operating margin of approximately X% American delivered record revenue in an evolving demand environment in the second quarter thanks to the hard work and dedication of our team said Americans CEO Robert Isom. We remain confident that the actions we have taken over the past several years to refresh our fleet manage costs and strengthen our" @AlphaSenseInc on X 2025-07-24 11:16:11 UTC 24.9K followers, 1211 engagements
"$GM CEO on their EV strategy going forward given the upcoming changes in tax credits and regulatory schemes: ".we have a very strategic EV portfolio when you look at luxury trucks and then the affordable vehicles like the the Blazer and the Equinox EVs. And so we think we're covering the market very well before we even had IRA and the $7500 tax credit and some of the other portions of that there still was demand for EVs. And we think as charging grows and that's X of the things we highlighted because we are continuing very capital efficiently through partnerships to make sure we continue to" @AlphaSenseInc on X 2025-07-22 14:01:55 UTC 24.9K followers, 1249 engagements
"$FOR Group reported solid Q3 2025 results with revenue growth of XX% and lot sales up XX% though margins declined slightly. The company maintained strong liquidity while moderating land acquisitions and focusing on development. Management highlighted continued affordability challenges in the housing market but remains confident in long-term demand for finished lots. Key Financial Results: - Revenue increased XX% to $XXXXX million vs $XXXXX million in prior year quarter - Net income was $XXXX million or $XXXX per diluted share vs $XXXX million or $XXXX per share last year - Gross margin was" @AlphaSenseInc on X 2025-07-22 17:50:13 UTC 24.9K followers, 1117 engagements
"$BKR delivered strong Q2 2025 results with margin expansion across both segments highlighted by record IET backlog and robust data center orders. The company announced strategic portfolio optimization moves while maintaining its full-year guidance despite trade policy headwinds. Key Financial Results: - Adjusted EBITDA rose to $XXXX billion with XXX basis point year-over-year margin improvement - Generated free cash flow of $XXX million - IET orders totaled $XXX billion with no material LNG equipment orders - IET backlog grew X% sequentially to a record $XXXX billion - GAAP diluted EPS was" @AlphaSenseInc on X 2025-07-23 15:38:49 UTC 24.9K followers, 1303 engagements
"$UNP Earnings: - Net income of $XXX billion - Diluted earnings per share (EPS) of $XXXX and adjusted diluted EPS of $XXXX - Operating ratio (OR) of XXXX% and adjusted OR* of XXXX% We are delivering on our strategy and our second quarter results demonstrate our commitment to leading the industry as we set new standards for safety service and operational excellence. said Jim Vena Union Pacific Chief Executive Officer. "The foundation is built we are growing with our customers and we have strong momentum as we continue to maximize the value of our great franchise" @AlphaSenseInc on X 2025-07-24 11:56:35 UTC 24.9K followers, 1290 engagements
"$DHI Earnings: - Net income attributable to D.R. Horton of $XXX billion or $XXXX per diluted share - Consolidated pre-tax income of $XXX billion with a pre-tax profit margin of XXXX% - Consolidated revenues of $XXX billion - Homes sales revenues of $XXX billion on 23160 homes closed - Net sales orders of 23071 homes with an order value of $XXX billion David Auld Executive Chairman said The D.R. Horton team delivered a strong third quarter highlighted by earnings per diluted share of $XXXX. Consolidated pre-tax income for the quarter was $XXX billion on revenues of $XXX billion with a pre-tax" @AlphaSenseInc on X 2025-07-22 11:24:49 UTC 24.9K followers, 1428 engagements
"$PEP Earnings: - Revenue: $XXXX billion - Core EPS: $XXXX - Core operating profit: $XXXX billion "We're encouraged by the acceleration in our net revenue growth versus the previous quarter with our businesses effectively navigating through a challenging environment. Our international business momentum continued while our North America businesses improved their execution and competitiveness in key subcategories and channels" said Chairman and CEO Ramon Laguarta. Laguarta continued "As we look ahead we will continue to build upon the successful expansion and growth of our International business" @AlphaSenseInc on X 2025-07-17 12:16:47 UTC 24.9K followers, 1561 engagements
"$LVS reported strong Q2 2025 results driven by record-breaking performance at Marina Bay Sands in Singapore while acknowledging underperformance in Macau operations that led to strategic shifts in customer reinvestment approach. Key Financial Results: - Marina Bay Sands achieved historic quarterly EBITDA of $XXX million - Mass gaming and slot win in Singapore reached $XXX million up XX% vs Q2 2019 and XX% higher year-over-year - Macau EBITDA was $XXX million for the quarter - Hold-adjusted EBITDA margin for Macau portfolio was XXXX% down XX basis points compared to Q2 2024 Industry Trends and" @AlphaSenseInc on X 2025-07-23 21:55:08 UTC 24.9K followers, 1348 engagements
"$FLEX Earnings: - Net Sales: $XXX billion - GAAP Operating Income: $XXX million - Adjusted Operating Income: $XXX million - GAAP Net Income: $XXX million - Adjusted Net Income: $XXX million - GAAP Earnings Per Share: $XXXX - Adjusted Earnings Per Share: $XXXX "Our first quarter results are a great start to FY26 and a testament to the strength of our strategic focus on high-growth end-markets like data center and power" said Revathi Advaithi CEO of Flex. "We've built and scaled a regionalized footprint and integrated services in a way that continues to transform Flex into a strategic" @AlphaSenseInc on X 2025-07-24 12:20:23 UTC 24.9K followers, 1416 engagements
"$OMC Earnings: - Revenue of $XXX billion with organic growth of XXX% - Net income of $XXXXX million; $XXXXX million Non-GAAP adjusted - Diluted earnings per share of $1.31; $XXXX Non-GAAP adjusted - Operating income of $XXXXX million; Non-GAAP Adj. EBITA of $XXXXX million with XXXX% margin "We delivered solid XXX% organic revenue growth this quarter even in the face of ongoing macroeconomic and geopolitical uncertainty - underscoring once again the resilience and agility of our business" said John Wren Chairman and Chief Executive Officer of Omnicom. "Our continued investment in our" @AlphaSenseInc on X 2025-07-15 20:08:04 UTC 24.9K followers, 1485 engagements