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Marvin Labs posts on X about eps, cash flow, $940b, $964b the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence stocks XXXXX% finance XXXXX% cryptocurrencies XXXX% technology brands XXXX% countries XXXX%
Social topic influence eps 29.41%, cash flow 5.88%, $940b 4.41%, $964b 4.41%, $googlbut 4.41%, tariffs 4.41%, $101b 4.41%, marvin 2.94%, $10b 2.94%, $13b XXXX%
Top accounts mentioned or mentioned by @blondesnmoney @ft @joecarlsonshow @realcardiffman
Top assets mentioned NVIDIA Corp. (NVDA) Charter Communications Inc (CHTR) Dow Inc (DOW) UNIPOLY (UNP) Chipotle Mexican Grill, Inc. (CMG) Heroes of NFT (HON) Phillips XX (PSX) General Dynamics Corporation (GD) Coca-Cola Co (KO) NXP Semiconductors NV (NXPI) Crown Castle Inc (CCI) Verizon Communications Inc. (VZ) CME Group Inc (CME) Alphabet Inc Class A (GOOGL) CSX Corporation (CSX) BlackCoin (BLK) Limitus (LMT) Msci Inc (MSCI) Hilton Hotels Corporation Common Stock (HLT) Marsh & McLennan Companies, Inc. (MMC)
Top posts by engagements in the last XX hours
"@blondesnmoney Capex is the big story. Quarter Capex XX% above consensus. Annual Capex up 10bn to $85bn with more to come in XX. And finally talk of massive upcoming depreciation with economic life of all that investment declining" @marvin_labs on X 2025-07-24 00:47:04 UTC XXX followers, XXX engagements
"The least surprising $NVDA news. Nvidia AI chips worth $1bn smuggled to China after Trump export controls - via @FT" @marvin_labs on X 2025-07-24 13:14:28 UTC XXX followers, XX engagements
"$CHTR 2Q-2025 results underline stagnation not a turnaround. * Revenue: $13.77B up XXX% year-over-year. Barely above expectation of $13.76B. * Adjusted EPS: $XXXX up XXX% vs prior year but X% below expectation. * Adjusted EBITDA: $5.7B up XXX% year-over-year. * Net income: $1.3B nearly flat vs 2Q-2024. * Free cash flow: $1.0B down from $1.3B in prior year. * Internet customers fell by 117000; mobile lines grew by 500000. Flat top line and earnings suggest operational improvements are slow to materialize. Declining Internet subscribers offset mobile traction while cash flow drops highlight" @marvin_labs on X 2025-07-25 11:04:13 UTC XXX followers, XXX engagements
"Growth at $DSY.PA falters in 2Q-2025 as earnings and revenue fall just short of expectations despite management highlighting strong product segments. * Revenue: 1.52B down XXX% vs expectation of 1.55B * Adjusted EPS: XXXX essentially flat and misses expectation by XXX% * Software revenue up 6%. Subscription revenue up 10%. 3D Experience up 20%. Soft topline versus what was expected raises concerns about traction despite highlighted growth in key segments. Margin-sensitive investors may scrutinize the flat EPS given headwinds in customer complexity and global sector risks. Earnings call" @marvin_labs on X 2025-07-24 09:07:13 UTC XXX followers, XX engagements
"@joecarlsonshow Cloud has been a massive positive surprise finally moving margins closer to competitor levels. Another $10bn of Capex though starts to become a worry in particular as economic life of that Capex is shorter than pre AI data center investments" @marvin_labs on X 2025-07-24 00:39:45 UTC XXX followers, XXX engagements
"Introducing: The Real-Time Tariff Tracker Stay ahead with the 2025 US tariff impact on earnings revenue and margins. Our cutting-edge Q2 2025 analysis exposes how tariffs shape supply chains pricing and industry financials. Get hourly updates with filings press releases earnings calls and rich financial insights all at no cost" @marvin_labs on X 2025-07-25 12:00:11 UTC XXX followers, XX engagements
"Just Launched: Real-Time Tariff Tracker Monitor how 2025 US tariffs affect company earnings revenue and margins. Our real-time Q2 2025 earnings analysis reveals tariff impacts on supply chains pricing and financial performance across industries. Updated hourly with filings press releases earnings calls and a wealth of financial content. Available for free" @marvin_labs on X 2025-07-25 10:04:17 UTC XXX followers, XX engagements
"Painful reality for $DOW in 2Q-2025: margin headwinds and global price pressure drag results sharply below expectations. * Revenue: $10.1B down X% year-over-year and missed expectations by 1.2%. * Adjusted EPS: -$0.42 a $XXXX miss vs expectation and a $XXXX decline from a year ago. * Operating EBIT loss of $21M down $840M year-over-year. * Cash from ops: negative $470M vs prior year driven by weak earnings and margin compression. Margin deterioration and pricing declines across all segments signal sustained industry pressure and limited short-term upside. Global volume gains in North America" @marvin_labs on X 2025-07-24 10:12:21 UTC XXX followers, XXX engagements
"$UNP 2Q-2025: Delivering solid numbers despite tough intermodal comps and pricing challenges. * Adjusted EPS: $XXXX up XX% vs 2Q-2024 and beat the $XXXX expectation by 4.6%. * Revenue: $6.2B +3.2% year-over-year and XXX% above expectations. * Adjusted operating ratio: XXXX% an improvement of 230bps year-over-year. * Revenue carloads up X% over 2Q-2024. Upside in EPS and margin largely reflect higher freight volume and improved efficiency. Outperformance on both revenue and profitability highlights progress. Management flags international intermodal headwinds for the second half. Earnings call" @marvin_labs on X 2025-07-24 11:49:53 UTC XXX followers, XXX engagements
"Chipotle $CMG faces pressure in 2Q-2025 as growth slows despite optimism about a June sales rebound. * Revenue: $3.06B up XXX% year-over-year but misses expectation by 1.7%. * Adjusted EPS: $XXXX slightly ahead of the $XXXX expectation but down XXX% from last year. * Comparable restaurant sales dropped 4.0%; total transactions down 4.9%. * Operating margin slipped to XXXX% from 19.7%. Lagging sales and lower margins point to ongoing demand and cost pressures dampening impact from new openings. Efficiency measures and price increases are helping control food and labor costs but are not fully" @marvin_labs on X 2025-07-23 20:18:52 UTC XXX followers, XXX engagements
"$HON defies market expectations in 2Q-2025organic growth overcame macro pressures but margin contraction looms. * Sales: $10.4B up X% year-over-year beating expectations by XXX% * Adjusted EPS: $XXXX up XX% year-over-year topping expectations by XXX% * Operating income: up X% to $2.4B * Segment margin: XXXX% a 10bps decrease; operating margin: XXXX% down 30bps * Operating cash flow: $1.3B down X% year-over-year; free cash flow: $1.0B down X% * FY2025 guidance for organic growth and EPS increased Stronger revenues and EPS signal resilient demand in core segments while margin contraction and" @marvin_labs on X 2025-07-24 10:16:52 UTC XXX followers, XXX engagements
"$PSX just defied expectations in 2Q-2025. While refining ran at its highest rates since 2018 earnings signaled a notable twist. * Adjusted EPS: $XXXX vs expectation of $XXXX a XX% beat. Flat versus 2Q-2024. * Midstream adjusted EBITDA: $1B keeping pace toward a $4.5B year-end goal. * Over $900M returned to shareholders this quarter highlighting strong capital return. * Year-to-date clean product yield is X% above 2024s record. Refining efficiency held up but EPS was static compared to last yearshowing strong execution but not organic bottom-line growth. Capital returns and operational metrics" @marvin_labs on X 2025-07-25 17:11:44 UTC XXX followers, XX engagements
"US import tariffs are proving tougher on $VOW3.DE in 2Q-2025 than many anticipated. * No headline revenue or adjusted EPS figures disclosed yet for 2Q-2025 while expectations stood at 82.2B revenue and XXXX adjusted EPS. * Management flags sharp increases in US tariffs as a significant challenge signaling material headwinds not foreseen at the years start. Tariff-related uncertainties may force shifts in pricing supply chains or sales strategies increasing volatility in the near term. Lack of key data could point to internal reassessment amid turbulence. Earnings call scheduled for today at" @marvin_labs on X 2025-07-25 08:47:54 UTC XXX followers, XX engagements
"Wall Street just got surprised: $GD 2Q-2025 revenue and adjusted EPS both beat expectation. * Revenue: $13B (up XXX% year-over-year) a XXX% beat vs expectation * Adjusted EPS: $XXXX (up XXXX% year-over-year) XXX% above expectation * Operating margin: XXXX% up 30bps from last year * Book-to-bill: 2.2-to-1 with $28.3B in new orders and $103.7B in backlog Top-line outperformance points to strong demand across defense and aerospace. Margin expansion and cash from operations at XXX% of net earnings reinforce balance sheet flexibility. Strength in order flow boosts backlog and supports forward" @marvin_labs on X 2025-07-23 11:56:41 UTC XXX followers, XX engagements
"2Q-2025 $KO profit beats did not settle the debate: margin gains and solid adjusted EPS ($0.87 vs $XXXX expect) but slowing volume (-1% y/y) shows limits to premiumization against weaker demand. * Revenue reached $12.6B (+2% y/y) matching expectation as pricing carried growth over volume. * Operating margin advance (+190bps) reflects cost discipline and portfolio shift but management signals caution gains depend on sustaining pricing power and navigating cost moves. * Unit case volume fell as severe weather in Latin America and Asia and consumer fatigue in North America restricted growth." @marvin_labs on X 2025-07-22 23:31:24 UTC XXX followers, XX engagements
"$NXPI 2Q-2025: Falling revenue signals continued semiconductor sector headwinds despite tech cycle hopes. * Revenue: $2.93B down X% year-on-year and below the consensus expectation of $3.04B * Adjusted EPS: $XXXX down from 2Q-2024 and missing the $XXXX expectation * GAAP gross margin: 53.4%; adjusted operating margin: XXXX% * Free cash flow: $696M; capital returned during the quarter was $461M Year-on-year drops in both revenue and adjusted earnings point to ongoing demand pressure in NXPs major markets. Margin preservation signals cost discipline but slow top-line growth risks long-term" @marvin_labs on X 2025-07-22 10:35:34 UTC XXX followers, XX engagements
"Macro volatility is hitting $MC.PA hard in 2Q-2025 with profitability under pressure and consumer demand impacted by abrupt currency swings. * Recurring operating profit: 9B down XX% vs 1H-2024 * Operating margin: XXXX% 150bps higher than 1H-2019 but under current year pressure * Wines & spirits revenue: 2.6B down X% organically vs 2024 * Champagne & Wines sub-segment sales: 1.4B (+2% organic) Cognac & spirits: 1.2B (-15% organic) * Free cash flow: 4B solid net financial position Earnings are declining as macro uncertainty and FX volatility curb US and Chinese tourist spending abroad." @marvin_labs on X 2025-07-24 17:38:30 UTC XXX followers, XX engagements
"Tower assets arent bailing $CCI out in 2Q-2025even with a raised 2025 guidance pressure is apparent. * Adjusted EPS: $XXXX up XX% vs expectation * Revenue: $1.01B missed expectation by X% * Adjusted EBITDA guidance (2025): $2.81B now X% above Aprils guidance Top-line growth fell short of expectation in a quarter dependent on towers after fiber exited but profitability held up due to cost control and higher leasing activity. Raised guidance signals short-term improvements but declining year-over-year revenue and EBITDA underline long-term challenges in core business strength. Earnings call" @marvin_labs on X 2025-07-23 20:25:59 UTC XXX followers, XX engagements
"$VZ 2Q-2025: Verizon's industry leadership faces bigger tests as competition ramps up even while reporting strong headline gains. * Wireless service revenue at $20.9B maintaining sector lead. * More than 300000 net additions across mobility and broadband this quarter. * Verizon raises full-year guidance for adjusted EBITDA adjusted EPS and free cash flow. Growth in wireless and broadband customers signals effective retention and acquisition strategies but the raised guidance increases pressure on delivery for the second half of the year. Buyers will watch execution as rivals intensify efforts" @marvin_labs on X 2025-07-21 11:00:24 UTC XXX followers, XX engagements
"Record highs are not always about beating the Street: $CME 2Q-2025 earnings. * Revenue: $1.7B up XX% year-over-year and X% above expectation. * Adjusted EPS: $2.96; reported diluted EPS: $XXXX up XX% vs last year but below expectation ($2.92). * Net income: $1.0B vs $883M last year; adjusted net income: $1.1B. * ADV: 30.2M contracts up XX% year-over-year. Top line growth exceeded market expectation but adjusted EPS outperformed only on a non-GAAP basis. Miss in reported EPS versus expectation may raise investor questions despite record ADV and revenue. Earnings call set for 08:30 am EDT today" @marvin_labs on X 2025-07-23 11:12:15 UTC XXX followers, XXX engagements
"Strong Q2-2025 numbers from $GOOGLbut headline beats alone do not clear the path. Cloud capacity bottlenecks and shifting CapEx priorities define the new narrative. * Revenue: $96.4B (+14% y/y) beat the $94.0B expectation * Adjusted EPS: $XXXX (+22% y/y) above $XXXX expectation * Operating margin: XXXX% (flat y/y) after $1.4B legal charge * Google Cloud: $13.6B revenue (+32% y/y); margin up to XXXX% from XXXX% y/y * FY2025 CapEx guidance raised by $10B to $85B on cloud infra investment Deep margin gains in Cloud point to long-term profitability progress but management flagged that demand is" @marvin_labs on X 2025-07-23 21:55:46 UTC XXX followers, 1522 engagements
"Rail challenges deepen for $CSX in 2Q-2025 as bottom-line pressures erase expectations for a rebound. * Revenue: $3.57B down X% year-over-year slightly below expectation. * Adjusted EPS: $XXXX down XX% year-over-year beating expectation by 5%. * Operating margin: XXXX% a decline of 320bps from prior year. * Expenses rose X% even as volume stayed essentially flat. Margins and income fell sharply as rising costs outpaced revenue. Lack of real volume growth compounds underlying concerns about market demand and operating leverage. Earnings call today at 04:30 pm EDT" @marvin_labs on X 2025-07-23 20:12:34 UTC XXX followers, XXX engagements
"$BLK 2Q-2025: Inflation and outflows are no longer the main challengeshareholder returns may now hinge on scale and product mix. * Diluted EPS: $XXXXX (adj. $12.05) vs expectation $XXXXX. As adjusted up XX% year-on-year. * Revenue: $5.41B up XX% year-on-year above expectation of $5.41B. * $68B total quarterly net inflows; but this reflects a $52B redemption by a single institutional client. * Operating income (GAAP) down X% year-on-year from noncash acquisition expenses; as adjusted up 12%. * Closed HPS Investment Partners acquisition post-quarter; adds $165B AUM. Net inflows are strong" @marvin_labs on X 2025-07-15 10:41:54 UTC XXX followers, XXX engagements
"Global demand on the rise but $LMT 2Q-2025 results miss on sales despite outperforming on earnings. * Revenue: $18.16B down XXX% vs expectation and up XXX% year-over-year. * Adjusted EPS: $XXXX up XX% vs expectation and up XXX% year-over-year. Weaker revenue despite heightened security requirements suggests contract timing or cost pressures impacting top line while cost controls improve earnings. Recent supply chain and inflationary pressures remain headwinds. Earnings call today at 11:00 am EDT" @marvin_labs on X 2025-07-22 20:23:21 UTC XXX followers, XX engagements
"$MSCI 2Q-2025: Subscription gains aren't enough to mute rising scrutiny on operating leverage. * Revenue: $772.7M up XXX% year-over-year above the $764.3M expectation * Adjusted EPS: $XXXX up 14.6%; also above expectation of $XXXX * Operating margin: XXXX% up 100bps from prior year * Retention rate: XXXX% steady against the asset management industry Margin expansion outpaced revenue indicating improved discipline on costs. EPS growth benefitted from margin gains and buybacks but top-line expansion will likely be scrutinized as asset-based fees carry more weight relative to subscriptions." @marvin_labs on X 2025-07-22 10:49:20 UTC XXX followers, XXX engagements
"Despite softening demand $HLT posted resilience in 2Q-2025. * Adjusted EPS came in at $XXXX beating the $XXXX expectation and up XXXX% year-over-year. * Net income was $442M rising from $421M a year ago. * Adjusted EBITDA reached $1.01B for the quarter. * Comparable RevPAR declined XXX% versus 2Q-2024 marking pressured top line performance. * System net unit growth hit XXX% year-over-year and the development pipeline reached a record 510600 rooms. EPS outperformance suggests cost control maintained margins in a mixed demand environment. RevPAR decline flags continued travel and economic" @marvin_labs on X 2025-07-23 10:07:42 UTC XXX followers, XXX engagements
"Growth at $MMC for 2Q-2025 is driven by acquisitions not underlying performance. * Revenue: $7.0B up XX% vs 2Q-2024; underlying revenue up only 4%. Headline growth far outpaces organic gains. * Adjusted EPS: $XXXX up XX% vs prior year and modestly above expectations. * Adjusted operating income: $2.1B up 14%. * Risk & Insurance Services revenue: $4.6B up XX% (4% underlying) Acquisitions are fueling reported revenue and income but underlying organic growth remains subdued. Adjusted EPS and operating income rose at a faster pace giving some margin improvement. Earnings call is scheduled for" @marvin_labs on X 2025-07-17 10:37:09 UTC XXX followers, XX engagements