#  @LongYield LongYield LongYield posts on X about strong, growth, release, beat the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1532029910671314948/interactions)  - [--] Week [---------] +65,726% - [--] Month [---------] +81,299% - [--] Months [---------] +1,914% - [--] Year [---------] +485% ### Mentions: [--] [#](/creator/twitter::1532029910671314948/posts_active)  - [--] Week [---] +55% - [--] Month [---] +61% - [--] Months [-----] -53% - [--] Year [-----] -30% ### Followers: [-----] [#](/creator/twitter::1532029910671314948/followers)  - [--] Week [-----] -0.04% - [--] Month [-----] +0.02% - [--] Months [-----] -1.10% - [--] Year [-----] +4.30% ### CreatorRank: [-------] [#](/creator/twitter::1532029910671314948/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 73.02% [finance](/list/finance) 43.65% [technology brands](/list/technology-brands) 11.11% [cryptocurrencies](/list/cryptocurrencies) 10.32% [currencies](/list/currencies) 7.14% [countries](/list/countries) 6.35% [financial services](/list/financial-services) 2.38% [automotive brands](/list/automotive-brands) 2.38% [luxury brands](/list/luxury-brands) 1.59% [exchanges](/list/exchanges) 0.79% **Social topic influence** [strong](/topic/strong) 30.16%, [growth](/topic/growth) 22.22%, [release](/topic/release) 17.46%, [beat](/topic/beat) 15.87%, [eps](/topic/eps) #270, [momentum](/topic/momentum) #1044, [business](/topic/business) 7.94%, [cash flow](/topic/cash-flow) #619, [flow](/topic/flow) 6.35%, [ai](/topic/ai) 5.56% **Top accounts mentioned or mentioned by** [@joinyellowbrick](/creator/undefined) [@uitra_maga](/creator/undefined) [@icantputmynam](/creator/undefined) [@lindseygrahamsc](/creator/undefined) [@truflation](/creator/undefined) [@jaytc53](/creator/undefined) [@shawnryan762](/creator/undefined) [@comicdavesmith](/creator/undefined) [@aaronparnas](/creator/undefined) [@libwatchusa](/creator/undefined) [@davidgandler](/creator/undefined) [@orzty0701](/creator/undefined) [@bigmacattack41](/creator/undefined) **Top assets mentioned** [Spotify Technology (SPOT)](/topic/$spot) [AstraZeneca PLC (AZN)](/topic/$azn) [Quest Diagnostics Inc (DGX)](/topic/$dgx) [Caterpillar Inc. (CAT)](/topic/caterpillar-inc) [CatCoin (CAT)](/topic/$cat) [Unity Software Inc. (U)](/topic/$u) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [United Parcel Service, Inc. (UPS)](/topic/united-parcel-service) [Boston Scientific Corporation (BSX)](/topic/boston-scientific) [Basilisk (BSX)](/topic/$bsx) [Philip Morris International Inc. (PM)](/topic/$pm) [Coca-Cola Co (KO)](/topic/$ko) [Peloton Interactive, Inc. Class A Common Stock (PTON)](/topic/$pton) [Nu Holdings Ltd. (NU)](/topic/nu-holdings) [NuCypher (NU)](/topic/$nu) [Parker-Hannifin Corp (PH)](/topic/$ph) [Sandisk Corporation (SNDK)](/topic/$sndk) [2131KOBUSHIDE (21)](/topic/$21) [Iridium Communications Inc. (IRDM)](/topic/$irdm) [Roku, Inc. (ROKU)](/topic/$roku) [Airbnb, Inc. (ABNB)](/topic/$abnb) ### Top Social Posts Top posts by engagements in the last [--] hours "@LindseyGrahamSC Why has nobody won a Primary against you is beyond me" [X Link](https://x.com/anyuser/status/1858923397197025446) 2024-11-19T17:20Z [----] followers, 12.9K engagements "$PTON Peloton Interactive Inc Earnings Release ❌ Earnings Miss: Q2 FY2026 loss of $0.09 per share worse than consensus ($0.07) 💰 Revenue Below Estimates: $656.5M vs. $672.7M expected down 3% YoY 📉 Subscriber Decline: Paid Connected Fitness subs at 2.661M -7% YoY churn increased to 1.9% 📈 Margin & Profitability Improvement: Gross margin 50.5% (+320 bps YoY); Adjusted EBITDA $81M +39% YoY and above guidance 🔮 Q3 Outlook Soft: Revenue guided to $605$625M below Street expectations 📊 FY2026 Update: Revenue outlook trimmed to $2.40$2.44B while Adjusted EBITDA raised to $450$500M" [X Link](https://x.com/LongYield/status/2019397332794490943) 2026-02-05T13:06Z [----] followers, [---] engagements "$DGX Quest Diagnostics Earnings Release 🧪 📊 EPS (Q4): $2.42 adjusted in line with expectations (consensus $2.35; whisper $2.42) 💰 Revenue (Q4): $2.81B +7.1% YoY modestly above estimates 📈 Full-year 2025: Revenue $11.04B (+11.8% YoY); adjusted EPS $9.85 (+10.3% YoY) 🔍 Volume trends: Requisition volume +8.5% YoY driven by organic growth and acquisitions 🧭 [----] guidance: Adjusted EPS $10.50$10.70 on revenue $11.70$11.82B both above current consensus 💵 Capital returns: Quarterly dividend raised 7.5% to $0.86/share strong operating cash flow $1.89B" [X Link](https://x.com/LongYield/status/2021215312155218262) 2026-02-10T13:30Z [----] followers, [---] engagements "The U.S. economy looks strong low unemployment cooling inflation record markets. So why do so many Americans (especially younger generations) feel worse off than ever My new piece explains the K-shaped generational economy hiding behind the headlines and why asset ownership is now the real dividing line. https://substacktools.com/sharex/Xzx3OSiC https://substacktools.com/sharex/Xzx3OSiC" [X Link](https://x.com/LongYield/status/2021981099895771575) 2026-02-12T16:13Z [----] followers, [---] engagements "$NU Nu Holdings Ltd. Earnings Call Key Highlights: (1/2) 📈 Customer Growth and Market Penetration Total customer base reached [---] million with over [--] million net additions in Q3 [----] and an activity rate above 83% reflecting high user engagement. In Mexico the customer base exceeded [--] million representing approximately 14% of the adult population; in Colombia Nu nears [--] million customers. Brazil remains the anchor market with Nu now serving over 60% of the adult population and establishing itself as the largest SME bank by accounts. High penetration levels across core geographies reinforce" [X Link](https://x.com/LongYield/status/1989799336897909246) 2025-11-15T20:55Z [----] followers, [---] engagements "$PH Parker-Hannifin Corp. Earnings Release 💰 Earnings Beat: Fiscal Q2 EPS of $7.65 topped consensus $7.15 a 3.1% upside surprise 📊 Revenue Beat: Revenue of $5.17B exceeded estimates of $5.06B (2.3% beat) 📈 Strong Growth: EPS grew 17.2% YoY while revenue increased 9.1% YoY 🛠 Margin Expansion: Adjusted segment operating margin rose to 27.1% up [---] bps YoY 🚀 Guidance Raised: FY2026 EPS now seen at $30.40$31.00 (prior $29.60$30.40) with revenue of $20.94B$21.34B ✈ Demand Visibility: Record backlog of $11.7B led by robust aerospace and defense order growth" [X Link](https://x.com/LongYield/status/2016872283797602458) 2026-01-29T13:53Z [----] followers, [---] engagements "$SNDK Sandisk Corp Earnings Release Fiscal Q2 [----] (ended Jan [--] 2026) 📈 Strong Earnings Beat: Reported Non-GAAP EPS of $6.20 crushing the $3.78 consensus estimate (+67.6% surprise). GAAP EPS came in at $5.15. 💰 Revenue Growth: Revenue reached $3.03B topping expectations of $2.62B (+15.5% surprise) and up 61% YoY. Growth driven by AI demand across Datacenter (+64% QoQ) Edge (+21%) and Consumer (+39%). 📊 Margin Expansion: Non-GAAP gross margin jumped to 51.1% (from 32.5% YoY) reflecting improved product mix and stronger pricing. Non-GAAP operating income surged 386% YoY to $1.13B. 🚀 Upbeat" [X Link](https://x.com/LongYield/status/2016984775479726271) 2026-01-29T21:20Z [----] followers, [---] engagements "$CAT Caterpillar Inc. Earnings Call Key Highlights: (1/2) Record Financial Performance and Backlog Expansion 🏆 Full year [----] sales and revenues reached a record $67.6 billion the highest in Caterpillars history reflecting resilient demand across end markets. 📦 Backlog expanded to an all-time high of $51 billion increasing $21 billion year-over-year providing strong multi-year revenue visibility. 📊 Fourth quarter sales of $19.1 billion marked a quarterly record up 18% year-over-year driven by higher volumes in all three primary segments. 💰 Adjusted operating profit margin for the full" [X Link](https://x.com/LongYield/status/2018685086950883491) 2026-02-03T13:56Z [----] followers, [---] engagements "$U Unity Software Inc. Earnings Call Key Highlights: (1/2) Vector Acceleration and Advertising Momentum 🔹 Vector delivered its third consecutive quarter of mid-teens sequential revenue growth with revenue up 53% in the first three quarters since launch and January marking its strongest month ever 72% higher year-over-year. 🔹 In Q4 Vector represented 56% of Grow revenue up from 49% two quarters prior underscoring its rapid mix shift within the advertising portfolio. 🔹 Management expects Vectors quarterly revenue run rate to exceed $1 billion annually by the end of [----] reflecting confidence" [X Link](https://x.com/LongYield/status/2021657724359004596) 2026-02-11T18:48Z [----] followers, [---] engagements "$U Unity Software Inc. Earnings Call Key Highlights: (2/2) Commerce Platform Launch and Strategic Integration 🔹 Unitys enhanced in-app purchase commerce solution enters early access imminently with general availability expected in Q2 [----]. 🔹 The commerce product is designed to help developers adapt to evolving storefront regulations and gain greater control over payment layers and monetization. 🔹 Unity will participate modestly but at high margin in transaction economics prioritizing customer value and ecosystem integration over direct revenue maximization. 🔹 Management views commerce" [X Link](https://x.com/LongYield/status/2021657768751403300) 2026-02-11T18:49Z [----] followers, [---] engagements "$IRDM Iridium Communications Inc Earnings Release 📈 EPS Beat: Reported $0.24 EPS vs. $0.23 consensus (+4.3% surprise); EPS down 22.6% YoY 💰 Revenue Slightly Missed: $212.9M revenue vs. $219.6M expected (3.1% surprise); essentially flat YoY 📡 Service Revenue Strength: Service revenue +3% YoY to $158.9M now 75% of total revenue 🌐 Subscriber Growth: Total billable subscribers 2.54M (+3% YoY) driven by 6% growth in commercial IoT 📊 Profitability Metrics: Q4 net income $24.9M (vs. $36.3M YoY); OEBITDA $115.3M (2% YoY) 🔮 [----] Outlook: Service revenue growth flat to +2%; OEBITDA guided to" [X Link](https://x.com/LongYield/status/2021938525998915810) 2026-02-12T13:24Z [----] followers, [---] engagements "🤔 If you exclude Healthcare jobs the U.S. Labor Market has declined for [--] months. Everything is not fine. https://t.co/BRNrf5fII7 If you exclude Healthcare jobs the U.S. Labor Market has declined for [--] months. Everything is not fine. https://t.co/BRNrf5fII7" [X Link](https://x.com/LongYield/status/2021913005471281565) 2026-02-12T11:43Z [----] followers, [---] engagements "$ROKU Roku Inc Earnings Release 🚀 Big EPS Beat: Q4 EPS $0.53 vs. $0.28 consensus (+51% surprise); sharply higher vs. prior year. 💰 Revenue Growth: Q4 revenue $1.35B+ topping expectations; continued platform-driven expansion. 📈 Operating Momentum: Significant profitability improvement in Q4 reflecting leverage in advertising and platform revenue. 📺 Platform Strength: Ongoing growth in streaming engagement and ad capabilities; The Roku Channel remains a top app on the platform in the U.S. 🌍 Ecosystem Expansion: Roku TVs streaming devices audio products and smart home offerings supporting" [X Link](https://x.com/anyuser/status/2022057522874429927) 2026-02-12T21:17Z [----] followers, [---] engagements "$ABNB Airbnb Inc Earnings Release ❌ EPS Miss: Q4 EPS $0.56 vs. $0.66 consensus (18.8% surprise); earnings declined 23% YoY. 💵 Revenue Beat: Q4 revenue $2.78B vs. $2.72B est. (+2% beat) up 12% YoY. 📉 Profit Pressure: Earnings growth lagged revenue indicating margin compression despite top-line expansion. 🔮 Q1 [----] Outlook: Revenue guidance $2.59B$2.63B above $2.52B consensus. 📊 FY2026 Outlook: Revenue expected at $13.47B slightly above $13.38B consensus. 🌍 Platform Scale: Over 5M hosts and 2.5B+ guest arrivals cumulatively maintaining global marketplace strength." [X Link](https://x.com/anyuser/status/2022057667842519200) 2026-02-12T21:18Z [----] followers, [---] engagements "$FTNT Fortinet Inc Earnings Release 📈 Earnings Beat: Q4 EPS of $0.81 topped consensus $0.74 and Whisper $0.80 up 21% Y/Y. 💰 Revenue Outperformance: Q4 revenue reached $1.91B up 15% Y/Y above the $1.86B estimate. 📦 Billings Strength: Q4 billings grew 18% Y/Y to $2.37B with Unified SASE billings up 40%. 📊 Margins Solid: Q4 GAAP operating margin 33%; non-GAAP operating margin 37% reflecting strong cost discipline. 💵 Cash Generation: Full-year free cash flow of $2.21B maintaining Fortinets strong cash profile. 🔮 Outlook: FY26 revenue guided to $7.5B$7.7B with non-GAAP operating margin of" [X Link](https://x.com/LongYield/status/2019519326437740873) 2026-02-05T21:11Z [----] followers, [---] engagements "$AFRM Affirm Holdings Inc Earnings Release 🚀 Earnings Beat: Q2 EPS of $0.37 exceeded consensus $0.28 and Whisper $0.31 a 19% upside. 💰 Revenue Beat: Revenue reached $1.12B topping the $1.06B estimate and rising 29.6% Y/Y. 📈 Growth Momentum: Strong revenue growth reflects higher transaction volumes and expanding merchant adoption. 📊 Profitability Improvement: EPS grew 61% Y/Y highlighting improving operating leverage. ⚙ Business Execution: Results underscore continued traction in Affirms pay-over-time platform across key partners. 🔮 Tone: Management highlighted disciplined growth and" [X Link](https://x.com/LongYield/status/2019524378501726462) 2026-02-05T21:31Z [----] followers, [---] engagements "$INCY Incyte Corporation Earnings Snapshot 💊 Q4 EPS: $1.80 vs. $1.95 consensus (miss of 14%); below the $2.10 whisper 💰 Revenue: $1.51B beat estimates by 12% up 28% YoY 📈 Earnings Growth: +65% YoY despite heavier spending 🔬 Drivers: Strong demand for Jakafi and Opzelura plus contributions from Niktimvo and Zynyz 💸 Margins/Costs: EPS pressure from higher R&D (+31% YoY) and SG&A (+19% YoY) tied to pipeline investment and launches 🔮 [----] Outlook: Net product revenue guided at $4.77$4.94B implying continued double-digit growth https://twitter.com/i/web/status/2021212451186807227" [X Link](https://x.com/LongYield/status/2021212451186807227) 2026-02-10T13:19Z [----] followers, [---] engagements "$BSRR Sierra Bancorp Earnings Release 📉 Q3 Net Income Decline Net income of $9.7M or $0.72 per diluted share down 9% QoQ and 2% YoY due to higher credit loss provisions. YTD net income was $29.4M or $2.15 EPS a 3% YoY decrease though EPS increased due to share repurchases. 📊 Stronger Net Interest Metrics Net interest income rose 4% QoQ to $32M. Net interest margin improved to 3.78% up from 3.68% last quarter and 3.66% a year ago. Loan yield rose to 5.36% while cost of funds declined to 1.45%. 🏦 Loan & Deposit Trends Gross loans grew to $2.49B up $57M QoQ (9% annualized) led by a $50M" [X Link](https://x.com/LongYield/status/1982782075699610057) 2025-10-27T12:10Z [----] followers, [---] engagements "$TCPC BlackRock TCP Capital Corp. Earnings Release (Q3 2025) 💵 Net Investment Income (NII): Reported $0.32 per share exceeding the regular dividend of $0.25 and special dividend of $0.04 paid during the quarter. Adjusted NII was $0.30 per share after excluding merger-related amortization. 📉 Net Asset Value (NAV): Held steady at $8.71 per share unchanged from Q2 [----]. 📊 Portfolio Quality: Non-accruals declined to 3.5% of portfolio fair value (from 3.7% in Q2); company continues to diversify by reducing average position size in new investments. 📈 Investment Activity: Invested $63.1M across" [X Link](https://x.com/LongYield/status/1986423530360094914) 2025-11-06T13:20Z [----] followers, [---] engagements "$EDR eDreams ODIGEOs subscription engine is humming: H1 FY26 Prime +18% to 7.7M; cash EBITDA +16% (28% margin). Near-term hit from Ryanair & monthly shift but path to 13M members and 270M EBITDA by FY30plus 100M buybacks. Read the full analysis: https://open.substack.com/pub/longyield/p/beyond-flights-how-edreams-primer=1kb42c&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/longyield/p/beyond-flights-how-edreams-primer=1kb42c&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true" [X Link](https://x.com/LongYield/status/1993445327660372152) 2025-11-25T22:22Z [----] followers, [---] engagements "🌍 Westlake Expands Globally with ACI Acquisition 🏭 $WLK acquires ACI Compounding Solutions boosting global specialty materials footprint 📍 New manufacturing sites added in Portugal Romania & Tunisia 🔌 ACI serves wire & cable sectorsenhancing Westlakes Housing & Infrastructure Products 🤝 Integration expected to strengthen Westlake Global Compounds' tech & product lineup 🌐 Follows recent strategic focus on sustainability & portfolio growth 🔗 #Westlake #Mergers #Manufacturing #SpecialtyMaterials #WLK #Compounding #Chemicals https://twitter.com/i/web/status/2008220349394190713" [X Link](https://x.com/LongYield/status/2008220349394190713) 2026-01-05T16:53Z [----] followers, [---] engagements "$BK The Bank of New York Mellon Corporation Earnings Call Key Highlights: (1/2) Overall Financial Performance 🏦 Delivered record [----] net income of $5.3 billion on record revenue of $20.1 billion representing 8% year-over-year revenue growth. 📈 Achieved return on tangible common equity (ROTCE) of 26% and pretax margin of 35% reflecting strong operating discipline. 📊 Generated [---] basis points of positive operating leverage on a reported basis and [---] basis points excluding notable items. 💵 Earnings per share increased 28% year-over-year to $7.40 supported by consistent execution and" [X Link](https://x.com/LongYield/status/2011202846113366302) 2026-01-13T22:24Z [----] followers, [---] engagements "$KARO Karooooo Limited Earnings Release 📈 SaaS ARR Surges: Annualized recurring revenue (ARR) for Cartrack grew 28% YoY in USD to $298 million and 22% YoY in ZAR to ZAR5106 million. 💰 Strong Subscription Revenue: Cartrack subscription revenue increased 20% YoY to ZAR1236 million showing continued momentum in its SaaS model. 📊 Record Subscriber Growth: Cartrack added a record [------] net new subscribers up 29% YoY bringing total subscribers to [---] million (+16% YoY). 🚀 Growth Acceleration: Subscription revenue and ARR growth both accelerated compared to Q3 last year (14% YoY then vs. 2022%" [X Link](https://x.com/LongYield/status/2013733565133987944) 2026-01-20T22:01Z [----] followers, [---] engagements "$UAL United Airlines Holdings Inc. Earnings Call Key Highlights: (1/2) [--]. Full-Year [----] Performance and Strategic Resilience ✈ Management emphasized that despite significant macro and operational headwinds in [----] United expects to be the only U.S. airline to grow earnings per share year-over-year validating the resilience of its long-term strategy. 📊 Full-year [----] EPS reached $10.62 slightly higher than [----] even after absorbing an estimated $0.85 headwind related to operational challenges at Newark. 🛡 Leadership highlighted that Uniteds revenue-diverse and brand-loyal customer base" [X Link](https://x.com/LongYield/status/2014044170176868688) 2026-01-21T18:35Z [----] followers, [---] engagements "$IBKR Interactive Brokers Group Inc. Earnings Call Key Highlights: (1/2) [--]. Record Account Growth and Client Asset Expansion 👥 Interactive Brokers added more than [--] million net new accounts in [----] marking the highest annual account growth in the companys history. 💼 Client equity increased 37% year-over-year to $780 billion surpassing $0.75 trillion for the first time and reflecting strong market performance and net inflows. 🌍 Management highlighted sustained global demand for investing driven by declining interest rates and limited alternatives for returns at traditional financial" [X Link](https://x.com/LongYield/status/2014045620126773699) 2026-01-21T18:41Z [----] followers, [--] engagements "$INTC Intel just delivered the perfect bull case vs bear case quarter. ✅ AI-driven Xeon demand surging ✅ Cost cuts stabilizing the P&L ❌ Supply constraints capped revenue ❌ Q126 guide = trough + show me moment 🔍 Biggest watch items: 18A yields GM path back to 40%+ foundry customer traction. Full breakdown: Intels AI Demand Surge Meets a Supply Wall 👇 https://substacktools.com/sharex/4kLwqec5 https://substacktools.com/sharex/4kLwqec5" [X Link](https://x.com/LongYield/status/2015832295882539030) 2026-01-26T17:00Z [----] followers, [---] engagements "$ISRG Intuitive Surgical Inc. Earnings Call Key Highlights: (1/2) Full-year [----] performance and procedure growth 🤖 Intuitive reported a strong [----] with physicians performing more than [---] million procedures globally driving approximately 18% da Vinci procedure growth and 19% total procedure growth when including Ion. 🌍 U.S. da Vinci procedures grew 15% to over [--] million while international procedures increased 23% to more than [---] million reflecting broad-based adoption across Europe Asia and rest-of-world markets. 📊 Single-port procedures expanded 87% year over year and Ion procedures" [X Link](https://x.com/LongYield/status/2015893100720234933) 2026-01-26T21:02Z [----] followers, [---] engagements "$ISRG Intuitive Surgical Inc. Earnings Call Key Highlights: (2/2) Ion platform growth and lung cancer focus 🫁 Ion procedures grew 51% in [----] to over [------] with cumulative procedures surpassing [------] since FDA clearance in [----]. 🌍 The global Ion installed base approached [----] systems with management prioritizing higher utilization of existing systems in the U.S. and disciplined international expansion. 🔬 Intuitive is advancing Ion capabilities such as rapid on-site tissue evaluation (ROSE) and endobronchial ultrasound integration to shorten time from detection to treatment. 🎯 Management" [X Link](https://x.com/LongYield/status/2015893159088423186) 2026-01-26T21:02Z [----] followers, [---] engagements "$HCA HCA Healthcare Inc. Earnings Release Q4 [----] Highlights 💵 Revenue Growth: Q4 revenue rose 6.7% YoY to $19.51B driven by volume increases and stable pricing. 📈 Earnings Surge: Net income jumped 30.6% YoY to $1.88B with diluted EPS up 44.6% to $8.14; adjusted EPS came in at $8.01. 📊 Solid Operational Margin: Adjusted EBITDA increased 10.8% YoY to $4.11B with a margin of 21.1% up from 20.3% in Q4 [----]. 🏥 Volume Metrics: Same-facility admissions rose 2.4% equivalent admissions up 2.5% while inpatient surgeries were flat and outpatient surgeries declined slightly (-0.5%). 💸 Cash Flow &" [X Link](https://x.com/LongYield/status/2016138062145724818) 2026-01-27T13:15Z [----] followers, [---] engagements "$UPS United Parcel Service Inc. Earnings Release Q4 [----] Highlights 💵 Revenue Decline Continues: Consolidated revenue fell 7.8% YoY to $24.5B reflecting lower domestic volume despite higher revenue per piece. 💰 EPS Beat on Adjusted Basis: GAAP EPS was $2.10 impacted by transformation and impairment charges. Adjusted EPS came in at $2.38 down from $2.75 YoY but ahead of internal expectations. 🏠 Domestic Weakness International Strength: U.S. Domestic revenue dropped 3.2% but revenue per piece rose 8.3%. International segment revenue grew 2.5% driven by stronger pricing. ✈ Fleet Modernization" [X Link](https://x.com/LongYield/status/2016142293867098222) 2026-01-27T13:32Z [----] followers, [---] engagements "$FFIV F5 Inc. Earnings Release 📈 Revenue Growth Beat: Q1 FY2026 revenue reached $822M up 7% YoY led by a 37% surge in systems revenue and the sixth straight quarter of double-digit product revenue growth. 💪 Strong Profitability: Non-GAAP EPS was $4.45 up from $3.84 a year ago. Non-GAAP operating margin improved to 38.2% from 37.4% reflecting operational efficiency despite elevated expenses. 🧠 Product Mix Shift: Systems revenue climbed to $218M (+37%) while software revenue declined 8% YoY due to tough comps. Services revenue rose 4% YoY to $412M. 💸 Cash Usage: Repurchased $301M in stock" [X Link](https://x.com/LongYield/status/2016257708035379566) 2026-01-27T21:11Z [----] followers, [---] engagements "$NXT Nextpower Earnings Release ☀ Strong Growth Continues: Q3 FY2026 revenue hit $909M up 34% YoY; adjusted EPS was $1.10 up from $1.03 YoY. GAAP EPS came in at $0.85. 💼 Raised FY26 Outlook: Full-year revenue guided to $3.425B$3.5B with adjusted EPS of $4.26$4.36 (up from prior $4.04$4.25). Adjusted EBITDA now expected at $810M$830M. 📊 Solid Profitability: Adjusted EBITDA for Q3 was $214M (23.5% margin) with adjusted gross margin at 32.4%. GAAP gross margin compressed YoY to 31.7% due to pricing and mix. 💰 Strong Balance Sheet: Ended the quarter with $953M in cash no debt and YTD operating" [X Link](https://x.com/LongYield/status/2016258321582576086) 2026-01-27T21:13Z [----] followers, [---] engagements "$UPS United Parcel Service Inc. Earnings Call Key Highlights: (1/2) 📦 Fourth Quarter and Full-Year [----] Financial Performance 💰 UPS delivered Q4 [----] consolidated revenue of $24.5 billion operating profit of $2.9 billion and operating margin of 11.8% exceeding management expectations. 📊 Full-year [----] revenue totaled $88.7 billion with operating profit of $8.7 billion and an operating margin of 9.8% reflecting disciplined revenue quality and cost control. 🧾 Adjusted EPS in Q4 was $2.38 inclusive of charges related to the accelerated retirement of the MD-11 aircraft fleet and" [X Link](https://x.com/LongYield/status/2016510066585661561) 2026-01-28T13:53Z [----] followers, [---] engagements "$URI United Rentals Earnings Release Q4 & FY25 📊 Q4 Performance: Solid Revenue Margins Under Pressure Total revenue: $4.21B (+2.8% YoY) with rental revenue of $3.58B (+4.6% YoY) Net income: $653M (5.2% YoY) with margin of 15.5% Adjusted EPS: $11.09 (4.3% YoY); GAAP EPS: $10.27 Adjusted EBITDA: $1.90B margin 45.2% (120 bps YoY) 💼 Segment Highlights General Rentals: Revenue up 2.5% YoY; gross margin dipped to 36.2% (120 bps) Specialty Rentals: Stronger revenue growth (+9.2%) but margin compressed to 40.3% (520 bps) due to inflation delivery and mix 💸 Full-Year [----] Summary Total revenue:" [X Link](https://x.com/LongYield/status/2016623551889948944) 2026-01-28T21:24Z [----] followers, [---] engagements "$VOLV Earnings Call Key Highlights: AB Volvo (publ) Q4 [----] Earnings Call Key Highlights: (1/2) 🚚 Group Performance and Financial Resilience 📊 Delivered a solid Q4 performance in a volatile macro environment with adjusted operating margin of 10.3% and operating income of SEK [----] billion supported by cost discipline and services growth. 💰 Generated strong cash flow of SEK [----] billion resulting in a net cash position of SEK [--] billion in Industrial Operations reinforcing balance sheet strength late in the cycle. 📉 Reported net sales of SEK [---] billion declining on lower truck volumes but" [X Link](https://x.com/LongYield/status/2016635525038530899) 2026-01-28T22:12Z [----] followers, [---] engagements "$MA Mastercard Inc. Earnings Release 💰 Earnings Beat: Q4 EPS of $4.76 ahead of consensus $4.20 delivering an 11.7% upside surprise 📈 Strong Growth: EPS grew 24.6% year over year highlighting continued operating leverage 🧾 Revenue: Consensus estimate was $8.77B; reported revenue not specified in the summary provided 🌍 Business Momentum: Continued strength in global digital payments across 200+ countries and territories 📊 Market Reaction Setup: Results clearly indicate a beat vs. expectations supporting positive sentiment 🏦 Financial Update: Full Q4 and FY2025 financial details released" [X Link](https://x.com/LongYield/status/2016863131792818307) 2026-01-29T13:16Z [----] followers, [---] engagements "$CAT Caterpillar Inc. Earnings Release 💰 Earnings Beat: Q4 EPS of $5.16 topped consensus $4.67 a 6.8% upside surprise 📊 Revenue Outperformance: Revenue of $19.13B exceeded estimates of $17.83B (7.3% beat) 📈 Top-Line Growth: Revenue grew 18.0% year over year reflecting strong end-market demand 📉 Earnings Growth: EPS increased 0.4% year over year indicating margin normalization 🏗 Operational Strength: Solid performance across construction mining and energy-related equipment ⚙ Scale & Reach: Continued momentum as a leading global manufacturer and U.S. exporter" [X Link](https://x.com/LongYield/status/2016867215035830537) 2026-01-29T13:33Z [----] followers, [---] engagements "$NDAQ Nasdaq Inc. Earnings Release 💰 Earnings Beat: Q4 EPS of $0.96 topped consensus $0.91 a 3.2% upside surprise 📊 Revenue Surge: Revenue of $2.08B crushed estimates of $1.37B (51.8% beat) 📈 Growth Trends: EPS grew 26.3% YoY while revenue increased 2.5% YoY 🧩 Solutions Strength: Full-year net revenue exceeded $5.2B with $4.0B from Solutions driven by Financial Technology and Index businesses 🔁 Recurring Revenue: Annualized Recurring Revenue reached $3.1B up 10% YoY highlighting durable subscription-based growth 💸 Capital Returns: Strong cash generation supported dividends and share" [X Link](https://x.com/LongYield/status/2016868200873394655) 2026-01-29T13:37Z [----] followers, [---] engagements "$RCL Royal Caribbean Cruises Ltd. Earnings Release 💰 Earnings Miss: Q4 EPS of $2.80 came in just below consensus $2.81 (2.4% downside surprise) 📊 Revenue In Line: Revenue of $4.26B slightly missed estimates of $4.27B 📈 Strong Growth: EPS surged 71.8% YoY while revenue increased 13.2% YoY 🚢 Operational Momentum: Load factor reached 108% with continued strength in onboard and pre-cruise spending 🔮 Forward Outlook: Q1 EPS guided to $3.18$3.28 vs. consensus $3.00; full-year [----] EPS guided to $17.70$18.10 🌊 Demand Trends: Record WAVE season bookings and solid capacity growth outlook support" [X Link](https://x.com/LongYield/status/2016868700264034483) 2026-01-29T13:39Z [----] followers, [---] engagements "$RCI Rogers Communications Earnings Snapshot (Q4 FY2025) 💰 Strong Earnings Beat: EPS of $1.08 vs. consensus $0.98 (+10.2% surprise) 📈 Revenue Beat: $4.43B vs. $4.37B expected (+1.3% surprise) 🚀 Top-Line Acceleration: Revenue +13.0% YoY reflecting solid momentum across the business 📊 Earnings Growth: EPS +3.8% YoY showing improving profitability 📡 Business Profile: Leading Canadian communications and media company with strength in wireless broadband and TV assets https://twitter.com/i/web/status/2016874081442762845 https://twitter.com/i/web/status/2016874081442762845" [X Link](https://x.com/LongYield/status/2016874081442762845) 2026-01-29T14:00Z [----] followers, [--] engagements "$WDC Western Digital Corp Earnings Release Fiscal Q2 [----] (ended Jan [--] 2026) 📈 Earnings Beat: Non-GAAP EPS of $2.13 ahead of the $1.95 consensus estimate (+4.9% surprise). GAAP EPS was significantly higher at $4.73 due to one-time gains. 💸 Revenue Rebound: Posted $3.02B in revenue up 25% YoY and slightly ahead of expectations. Growth driven by strong demand for high-capacity HDDs supporting AI-driven workloads. 🧾 Margin Expansion: Non-GAAP gross margin rose to 46.1% (up [---] bps YoY) with non-GAAP operating margin climbing to 33.8% reflecting disciplined cost control and stronger mix. 🚀" [X Link](https://x.com/LongYield/status/2016985135384813613) 2026-01-29T21:21Z [----] followers, [---] engagements "$FUBO FuboTV Inc. Earnings Release 📺 Revenue Surges Post-Merger: Q1 [----] North America revenue grew to $1.54B (+40% Y/Y) while Pro Forma revenue (including Hulu + Live TV) hit $1.68B up 6% Y/Y. 📉 Net Loss Narrows: Reported net loss was $19.1M (vs. $38.6M prior year); Pro Forma net loss improved to $46.4M down from $130.4M Y/Y. Pro Forma Adjusted EBITDA came in positive at $41.4M up from $22.0M. 📊 Subscribers Hold Steady: North America subscribers totaled 6.2M slightly down from 6.3M Y/Y; Rest of World subscribers were 335K down from 362K. 💵 Solid Liquidity: Ended the quarter with $459M in" [X Link](https://x.com/LongYield/status/2018668863672484179) 2026-02-03T12:52Z [----] followers, [----] engagements "$PFE Pfizer Inc. Earnings Release 💵 Full-Year Revenue Dips Non-COVID Portfolio Grows: FY [----] revenue came in at $62.6B down 2% Y/Y but grew 6% operationally excluding COVID products (Comirnaty & Paxlovid). Q4 revenue was $17.6B down 1% Y/Y (or -3% operationally) but +9% growth ex-COVID. 💊 Adjusted Earnings Hold Up: FY [----] Adjusted EPS was $3.22 (+4% Y/Y) and Q4 Adjusted EPS hit $0.66 (+5% Y/Y). Reported EPS for FY [----] was $1.36; Q4 saw a GAAP loss of $(0.29) per share due to impairment charges. 📉 COVID Product Sales Down: Paxlovid revenue fell 70% and Comirnaty dropped 35% operationally" [X Link](https://x.com/LongYield/status/2018670235839029616) 2026-02-03T12:57Z [----] followers, [---] engagements "$MRK Merck & Co. Inc. Earnings Release 💵 Q4 & FY Revenue Growth: Q4 [----] sales rose to $16.4B (+5% Y/Y +4% ex-FX); full-year [----] revenue reached $65.0B up 1% Y/Y (or +2% ex-FX). Growth driven by oncology Animal Health and new product launches like WINREVAIR and CAPVAXIVE. 💊 KEYTRUDA Leads GARDASIL Falls: KEYTRUDA/KEYTRUDA QLEX sales hit $31.7B (+7% Y/Y) while GARDASIL/GARDASIL [--] plunged 39% to $5.2B due to declines in China and Japan. WINREVAIR and CAPVAXIVE contributed $1.4B and $759M respectively. 📉 Q4 GAAP EPS Down: Q4 GAAP EPS was $1.19 (vs. $1.48 in Q4 2024) including a $0.05/share" [X Link](https://x.com/LongYield/status/2018671210695893362) 2026-02-03T13:01Z [----] followers, [---] engagements "$GLXY Galaxy Digital Earnings Release 📉 Q4 Loss on Crypto Downturn: Reported a Q4 net loss of $482M (EPS: $(1.08)) driven by a 24% drop in crypto market cap and related asset depreciation. Adjusted EBITDA was $(518M) vs. +$630M in Q3. 📆 Full-Year [----] Results: FY [----] net loss totaled $241M (EPS: $(0.61)) impacted by $160M in one-time costs (reorganization mining asset impairments etc.). Adjusted EBITDA was $34M on $426M in adjusted gross profit. 💰 Strong Liquidity: Ended the year with $2.6B in cash & stablecoins (+168% YoY) and $3.0B in total equity (+38% YoY) supported by $325M equity" [X Link](https://x.com/LongYield/status/2018671586446844242) 2026-02-03T13:03Z [----] followers, [---] engagements "$PLTR Palantir Technologies Inc. Earnings Call Key Highlights: (1/2) U.S.-Led Revenue Acceleration and Record Growth 🚀 Fourth quarter revenue grew 70% year-over-year the highest growth rate in Palantirs history as a public company marking a sharp acceleration versus prior periods. U.S. business accounted for 77% of total revenue growing 93% year-over-year and 22% sequentially underscoring strong domestic demand. 📈 Full year [----] revenue increased 56% year-over-year to $4.5 billion reflecting broad-based momentum across commercial and government segments. 🧭 Management emphasized that growth" [X Link](https://x.com/LongYield/status/2018678570558620155) 2026-02-03T13:30Z [----] followers, [---] engagements "$ABBV AbbVie Inc. Earnings Release 💵 Solid EPS Beat: Q4 [----] adjusted EPS of $2.71 (vs. $2.16 in Q4 2024) up 26% YoY despite a $0.71/share hit from acquired IPR&D. GAAP EPS came in at $1.02. 📊 Revenue Growth: Q4 revenue rose 10% YoY to $16.62B driven by strong Immunology (+18%) and Neuroscience (+18%) segments. Full-year [----] revenue hit $61.16B (+9%). 🧬 Immunology Leaders: Skyrizi: $5.01B in Q4 up 33% YoY Rinvoq: $2.37B up 30% YoY Humira: $1.25B down 26% YoY (as expected post-LOE) 🧠 Neuroscience Strength: Segment revenue up 18% YoY in Q4 led by: Vraylar: $1.02B (+10%) Qulipta: $288M" [X Link](https://x.com/LongYield/status/2019039634420813887) 2026-02-04T13:25Z [----] followers, [---] engagements "$BSX Boston Scientific Corp. Earnings Release 📊 In-Line EPS Revenue Beat: Q4 adjusted EPS was $0.80 matching whisper expectations and within guidance; revenue of $5.29B beat consensus ($5.27B) up 15.9% YoY. 📈 Double-Digit Growth Across Segments: Cardiovascular up 18.2% MedSurg up 11.7% U.S. revenue surged 17% while EMEA APAC and Emerging Markets each grew over 12%+ 💰 Full-Year Strength: FY2025 revenue hit $20.07B (+19.9%) with adjusted EPS of $3.06 (up from $2.51 in 2024); GAAP EPS rose to $1.94. 🧪 Pipeline & Product Updates: FDA and CE approvals for FARAPOINT PFA catheter Launched" [X Link](https://x.com/LongYield/status/2019040057970016429) 2026-02-04T13:27Z [----] followers, [---] engagements "$CME CME Group Inc. Earnings Release 💼 Slight EPS Miss: Q4 [----] adjusted EPS came in at $2.77 just shy of the $2.79 whisper though ahead of consensus ($2.75). GAAP EPS was $3.24. 📈 Revenue Beat: Q4 revenue rose 8.1% YoY to $1.65B beating expectations ($1.62B) with record Q4 clearing & transaction fees ($1.33B) and market data revenue ($208M). 📊 Record Year: [----] marked CMEs fourth straight year of record annual revenue ($6.5B +6%) adjusted EPS ($11.20) and market data revenue ($803M +13%). 📉 Trading Activity: Q4 average daily volume (ADV) hit 27.4M contracts the highest ever for a Q4;" [X Link](https://x.com/LongYield/status/2019040554386944503) 2026-02-04T13:29Z [----] followers, [---] engagements "$BSX Boston Scientific Corp. Earnings Release 📊 In-Line EPS Revenue Beat: Q4 adjusted EPS was $0.80 matching whisper expectations and within guidance; revenue of $5.29B beat consensus ($5.27B) up 15.9% YoY. 📈 Double-Digit Growth Across Segments: Cardiovascular up 18.2% MedSurg up 11.7% U.S. revenue surged 17% while EMEA APAC and Emerging Markets each grew over 12%+ 💰 Full-Year Strength: FY2025 revenue hit $20.07B (+19.9%) with adjusted EPS of $3.06 (up from $2.51 in 2024); GAAP EPS rose to $1.94. 🧪 Pipeline & Product Updates: FDA and CE approvals for FARAPOINT PFA catheter Launched" [X Link](https://x.com/LongYield/status/2019040911573836079) 2026-02-04T13:30Z [----] followers, [---] engagements "$UBS UBS Group AG Earnings Release 💥 Big Beat on EPS & Revenue: Q4 [----] EPS of $0.37 vs. consensus of $0.25 (+48% surprise); revenue of $18.34B crushing estimates of $11.62B (+57.8%). EPS grew 61% YoY revenue up 35.6% YoY. 📈 Strong Profitability: Net profit of $1.2B in Q4 (+56% YoY); FY25 net profit hit $7.8B (+53% YoY). Return on CET1 capital: 6.6% (reported) 11.9% (underlying). Diluted FY25 EPS: $2.36 (+55% YoY). 💼 Integration Milestone: 85% of Swiss-booked Credit Suisse accounts migrated; cumulative cost savings now at $10.7B with $2.8B more expected in [----]. Non-core and legacy RWA" [X Link](https://x.com/LongYield/status/2019041468388675910) 2026-02-04T13:32Z [----] followers, [---] engagements "$ARM Arm Holdings plc Earnings Release 💵 EPS: $0.43 vs. $0.41 expected beat by 4.9% including Whisper number; strong bottom-line outperformance. 💹 Earnings Growth: +79.2% YoY significant surge highlighting strong momentum in profitability. 💰 Revenue: Estimated at $1.24B but actual revenue not disclosed in this summary no confirmed revenue surprise. 🧠 Business Focus: Arm emphasized AI and power-efficient computing as key growth drivers across global tech platforms. 🌍 Scale: Company claims reach across 100% of the connected global population leveraging its vast developer ecosystem." [X Link](https://x.com/LongYield/status/2019156175925731822) 2026-02-04T21:08Z [----] followers, [---] engagements "$SYM Symbotic Inc. Earnings Release ❌ EPS Miss: $0.02 vs. $0.08 expected (Whisper: $0.09) missed by 77.8% despite a YoY profit swing. 💵 Revenue: $630M vs. $622.3M expected beat on revenue up 29% YoY. 📈 Profit Turnaround: Net income of $13M vs. a $17M loss in the prior year a notable swing to profitability. 🧠 Adjusted EBITDA: $66.9M up from $17.9M YoY strong improvement in operational earnings. 🏗 Q2 Outlook: Revenue guidance of $650M$670M and adjusted EBITDA of $70M$75M signaling continued growth. 💰 Cash Position: Ended quarter with $1.8B in cash boosted by $424M in proceeds from a" [X Link](https://x.com/LongYield/status/2019156642764325108) 2026-02-04T21:10Z [----] followers, [---] engagements "$COP ConocoPhillips Earnings Release ❌ Earnings Miss: Q4 EPS of $1.02 vs. $1.08 consensus down 49% YoY 💰 Revenue Slight Beat: $14.19B just above estimates but -3.7% YoY 📉 Pricing Pressure: Realized price $42.46/BOE -19% YoY driving lower profitability 🛢 Production Mixed: Q4 output [----] MMBOED; underlying production -2.6% YoY after asset changes 💵 Capital Returns: Returned $9.0B in [----] (45% of CFO); $0.84/share quarterly dividend declared 🔮 [----] Outlook: Capex $12B production 2.332.36 MMBOED commitment to return 45% of CFO to shareholders" [X Link](https://x.com/LongYield/status/2019397557789560938) 2026-02-05T13:07Z [----] followers, [---] engagements "$BMY Bristol-Myers Squibb Company Earnings Release ❌ Earnings Miss vs Whisper: Q4 EPS $1.26 below Whisper $1.42 but above consensus $1.15 💰 Revenue Beat: $12.50B vs. $12.26B expected +1.3% YoY growth 📉 Earnings Decline: EPS down 25% YoY reflecting margin and portfolio pressures 🧪 Core Business: Continued performance from key biopharma franchises across oncology immunology and cardiovascular 📊 Mixed Takeaway: Solid top-line execution but profitability trailed higher market expectations 🔍 Investor Focus: Attention likely on pipeline progress and outlook following a year of earnings" [X Link](https://x.com/LongYield/status/2019398999099236721) 2026-02-05T13:13Z [----] followers, [---] engagements "$CAH Cardinal Health Inc. Earnings Release ✅ Strong Earnings Beat: Q2 FY2026 EPS $2.63 vs. $2.39 consensus +36% YoY 💰 Revenue Surge: $65.6B beating estimates and +19% YoY 📈 Broad-Based Profit Growth: Non-GAAP operating earnings $877M +38% YoY with double-digit growth across all segments 🏥 Segment Highlights: Pharma & Specialty Solutions profit +29% YoY; Global Medical Products profit +106% YoY 🔮 Guidance Raised: FY2026 EPS outlook lifted to $10.15$10.35 above prior guidance and Street view 🔁 Capital Allocation: $750M in share repurchases completed; leverage now within target range" [X Link](https://x.com/LongYield/status/2019399176967032951) 2026-02-05T13:14Z [----] followers, [---] engagements "$TEAM Atlassian Corp Earnings Release 📈 Earnings Beat: Q2 FY26 non-GAAP EPS of $1.22 beat consensus $1.14 by 11% up from $0.96 Y/Y. 💵 Revenue Growth: Revenue reached $1.59B up 23% Y/Y exceeding the $1.54B estimate. ☁ Cloud Strength: Cloud revenue hit $1.07B up 26% Y/Y marking Atlassians first $1B Cloud quarter. 📊 Profitability: Non-GAAP operating margin improved to 27% (from 26% last year); free cash flow totaled $168.5M. 📚 Visibility: Remaining performance obligations (RPO) rose 44% Y/Y to $3.8B signaling strong future demand. 🔮 Guidance Raised: FY26 revenue outlook lifted to $6.36B" [X Link](https://x.com/LongYield/status/2019518597832536159) 2026-02-05T21:08Z [----] followers, [---] engagements "$MSTR Strategy Inc Earnings Release 📉 Earnings Miss: Q4 loss of $42.93 per share far worse than the ($18.06) consensus a 138% miss driven by crypto-related losses. 💰 Revenue Slightly Up: Q4 revenue totaled $123.0M up 1.9% Y/Y modestly above last year but offering limited offset to losses. 🪙 Bitcoin Impact: Reported $17.4B unrealized loss on digital assets under fair-value accounting swinging results sharply negative. 📦 Bitcoin Holdings: Held [------] BTC as of Feb. [--] [----] acquired at an average cost of $76052 per BTC. 🧮 Operating Results: Q4 operating loss ballooned to $17.4B compared with" [X Link](https://x.com/LongYield/status/2019518851055059317) 2026-02-05T21:09Z [----] followers, [---] engagements "$ARW Arrow Electronics Inc Earnings Release 🚀 Earnings Beat: Q4 EPS of $4.39 crushed consensus $3.55 and Whisper $3.64 a +21% surprise with 48% Y/Y growth. 💰 Revenue Strength: Q4 sales reached $8.75B up 20% Y/Y above the high end of guidance. 📦 Segment Momentum: Global Components sales +22% Y/Y; ECS sales +16% Y/Y supported by cloud AI and datacenter demand. 📊 Profitability: Q4 GAAP EPS $3.75; non-GAAP operating income improved across both segments reflecting disciplined execution. 📅 Outlook: Q1 EPS guided to $2.70$2.90 on revenue $7.95B$8.55B ahead of current consensus. 🔁 Capital" [X Link](https://x.com/LongYield/status/2019519769456607435) 2026-02-05T21:13Z [----] followers, [---] engagements "$RDDT Reddit Inc Earnings Release 🚀 Earnings Beat: Q4 EPS of $1.24 topped consensus $0.96 reflecting strong profitability leverage. 💰 Revenue Surge: Q4 revenue rose 70% Y/Y to $726M well above the $667.6M estimate driven primarily by ads. 📈 User Growth: Daily Active Uniques (DAUq) +19% Y/Y to 121.4M with international DAUq up 28%. 📊 Margins & Cash Flow: Net margin 35%; Adjusted EBITDA $327M (45% margin); Free Cash Flow $264M in Q4. 🔁 Capital Return: Board authorized a $1B share repurchase program strengthening shareholder returns. 🔮 Outlook: Q1 revenue guided to $595M$605M above current" [X Link](https://x.com/LongYield/status/2019520956666876086) 2026-02-05T21:18Z [----] followers, [---] engagements "$MCHP Microchip Technology Inc Earnings Release 📉 Earnings Miss: Q3 non-GAAP EPS of $0.44 slightly below expectations (2% miss) despite strong Y/Y growth. 💰 Revenue In Line: Net sales of $1.186B up 15.6% Y/Y and +4.0% sequentially essentially matching updated guidance. 📊 Margin Expansion: Non-GAAP gross margin 60.5% up sharply from 52% a year ago reflecting inventory normalization and better utilization. ⚙ Profitability Improvement: Non-GAAP operating income $337.8M (28.5% margin) showing solid operating leverage. 💵 Shareholder Returns: Returned $246M via dividends in the quarter;" [X Link](https://x.com/LongYield/status/2019522422240895376) 2026-02-05T21:24Z [----] followers, [---] engagements "$BE Bloom Energy Corp Earnings Release 🚀 Earnings Beat: Q4 non-GAAP EPS of $0.45 handily topped consensus $0.30 a 36% upside. 💰 Strong Revenue: Q4 revenue of $777.7M up 35.9% Y/Y driven by AI data centers and C&I demand. 📊 Margins & Profitability: Non-GAAP gross margin 31.9%; non-GAAP operating income $133.0M reflecting solid operating leverage. 🔋 Cash Flow Strength: Generated $418M operating cash flow in Q4; second consecutive year of positive full-year operating cash flow. 📦 Backlog Momentum: $20B total backlog with product backlog $6B up roughly [---] Y/Y. 🔮 [----] Outlook: Revenue" [X Link](https://x.com/LongYield/status/2019524868396445755) 2026-02-05T21:33Z [----] followers, [---] engagements "$DLR Digital Realty Trust Earnings Release 📉 Slight EPS Miss: Core FFO of $1.86/share came in just below the whisper $1.87 a 0.5% miss but above consensus $1.83. 💰 Revenue Beat: Q4 revenue of $1.63B topped estimates ($1.58B) up 13.9% Y/Y. 📈 Solid FFO Growth: Reported FFO $1.89/share up from $1.61 last year reflecting continued operating strength. 🏢 Leasing & Backlog: Signed bookings supporting $400M of annualized GAAP rent (100% share); backlog $817M annualized base rent at DLRs share. 🔄 Pricing Power: Renewal lease cash rents up 6.1% highlighting resilient demand for data center" [X Link](https://x.com/LongYield/status/2019525073514766469) 2026-02-05T21:34Z [----] followers, [---] engagements "🤔 BREAKING: Truflation US CPI inflation fell from 0.99% to 0.86% today driven mainly by Rented Dwellings. More cooling on the horizon. https://t.co/uDjMVJQHRt BREAKING: Truflation US CPI inflation fell from 0.99% to 0.86% today driven mainly by Rented Dwellings. More cooling on the horizon. https://t.co/uDjMVJQHRt" [X Link](https://x.com/LongYield/status/2020485681944908166) 2026-02-08T13:11Z [----] followers, [---] engagements "$CLF Cleveland-Cliffs Inc. Earnings Release 📉 EPS Beat Still in the Red: Reported loss of $0.43 per share better than consensus loss of $0.62 and slightly ahead of adjusted expectations (loss of $0.45). 👏 Earnings improved YoY from a $0.68 adjusted loss in Q4 [----]. 💰 Revenue Slight Miss: Q4 revenue came in at $4.31B slightly below expectations of $4.62B and essentially flat YoY (down 0.3%). 🏗 Steel Shipments & Pricing: Shipped 3.8M net tons of steel in Q4 at an average selling price of $993/ton. Mix: 42% hot-rolled 28% coated 14% cold-rolled. 🧾 EBITDA Loss Shrinks: Adjusted EBITDA for Q4" [X Link](https://x.com/LongYield/status/2020844473060606224) 2026-02-09T12:57Z [----] followers, [---] engagements "$MNDY Earnings Release 📈 Earnings Beat: Posted EPS of $1.04 topping the $0.92 consensus reflecting strong profitability and operating leverage. 💰 Revenue Ahead of Estimates: Q4 revenue reached $333.9M above the $329.0M expected marking solid execution. 🚀 Strong Growth Profile: Revenue grew 24.6% YoY while earnings more than doubled (+108% YoY) highlighting scalable growth. 🔮 Q1 Outlook: Guides Q1 revenue of $338340M roughly in line but slightly below current market expectations. 📊 Full-Year [----] Guidance: Sees [----] revenue of $1.4521.462B modestly below the $1.48B consensus suggesting a" [X Link](https://x.com/LongYield/status/2020844708298207315) 2026-02-09T12:58Z [----] followers, [---] engagements "$PGY Pagaya Technologies Ltd. Earnings Release 📈 EPS Beat: Reported EPS of $0.80 ahead of $0.77 consensus delivering an 8.1% earnings surprise with sharp profitability improvement. 💰 Revenue Miss Strong Growth: Q4 revenue of $334.8M missed the $348.4M estimate but still grew a solid +19.8% YoY. 🚀 Profitability Inflection: Posted GAAP net income of $34M in Q4 versus a large loss last year; Adjusted EBITDA of $98M up 53% YoY. 📊 Platform Scale: Network volume reached $2.7B up 3% YoY with continued expansion across Personal Loans Auto and Point-of-Sale verticals. 🔮 [----] Guidance: Sees FY26" [X Link](https://x.com/LongYield/status/2020845194627645539) 2026-02-09T13:00Z [----] followers, [---] engagements "$APO Apollo Asset Management Inc. Earnings Release 📈 Big EPS Beat: Reported EPS of $2.47 well above the $2.04 consensus delivering a strong +21.7% earnings surprise. 💰 Revenue Surge: Posted $9.86B in revenue sharply higher year over year (+86.7% YoY) driven by scale and platform growth. 🚀 Earnings Growth: Earnings increased +30.7% YoY reflecting higher fee-related and spread-related earnings. 🏦 Asset-Gathering Momentum: [----] saw record origination activity over $300B and inflows exceeding $225B supporting durable growth. 📊 Platform Strength: Continued expansion across private equity" [X Link](https://x.com/LongYield/status/2020845464547934229) 2026-02-09T13:01Z [----] followers, [---] engagements "$KD Kyndryl Holdings Inc. Earnings Release 📉 Earnings Miss: Reported EPS of $0.52 below the $0.60 consensus resulting in a -16.1% earnings surprise. 💰 Revenue Slightly Below: Q3 revenue totaled $3.86B missing estimates of $3.91B but still up +3.1% YoY. 📊 Profitability Mixed: Adjusted EBITDA of $696M was solid while adjusted pretax income of $168M edged higher YoY. 🚀 Consulting Strength: Kyndryl Consult revenue grew 24% YoY with hyperscaler-related revenue up 58% YoY to $500M. ⚠ Guidance Cut: Lowered FY26 adjusted pretax income outlook to $575600M down from prior guidance of at least" [X Link](https://x.com/LongYield/status/2020845812801011961) 2026-02-09T13:02Z [----] followers, [---] engagements "$CNA CNA Financial Corp. Earnings Release 📉 EPS Miss: Reported EPS of $1.16 slightly below the $1.20 consensus resulting in a -3.3% earnings surprise. 💰 Revenue Beat: Q4 revenue of $3.83B exceeded estimates of $3.50B up +3.8% YoY. 🛡 Underwriting Performance: P&C combined ratio of 93.8% in Q4; underlying combined ratio of 92.3% reflecting disciplined underwriting. 📊 Investment Income Tailwind: Net investment income rose to $653M in Q4 driven by higher fixed-income yields. 💵 Shareholder Returns: Increased quarterly dividend 4% to $0.48/share and declared a $2.00 special dividend. 📈" [X Link](https://x.com/LongYield/status/2020845996427677822) 2026-02-09T13:03Z [----] followers, [--] engagements "$AIOT Powerfleet Inc. Earnings Release 📈 Profit Beat: Reported EPS of $0.02 above the breakeven consensus marking continued profitability improvement. 💰 Revenue Beat: Q3 revenue reached a record $113.5M topping estimates of $111.7M and growing +6.6% YoY. 🔁 Recurring Revenue Strength: Services revenue jumped 11% YoY to $91.1M now representing 80% of total revenue. 📊 Margin Expansion: Adjusted EBITDA rose 26% YoY to $25.7M with margin expanding to 23% from 19%. 🔮 FY26 Outlook Raised: Tightened FY26 revenue guidance to $440445M up from prior $435445M range. 🚀 Strategic Momentum: Secured a" [X Link](https://x.com/LongYield/status/2020848374912541059) 2026-02-09T13:12Z [----] followers, [---] engagements "$PM (2/2) Nicotine Pouches and ZYN Expansion 📦 ZYN shipments increased 36% globally to [----] billion pouches achieving PMIs [----] target one year early and expanding presence to [--] markets. In the U.S. ZYN shipments grew 37% despite supply constraints capturing around 50% of category growth and maintaining premium pricing and leading value share. 🌐 International ZYN volumes rose 31% or 112% excluding the Nordics with rapid growth in newer markets such as the U.K. Poland Italy and Austria. 🧠 Portfolio innovation including new strengths and formats like ZYN X-Low improved first-use acceptance" [X Link](https://x.com/LongYield/status/2020855466599797125) 2026-02-09T13:41Z [----] followers, [--] engagements "$BHARTIARTL Bharti Airtel Limited Earnings Call Key Highlights: (1/2) Consolidated Financial Performance and Cash Generation 💰 Consolidated revenue reached approximately INR [-----] crore in Q3 FY26 growing 3.5% sequentially supported by steady performance across India and Africa. 📊 Consolidated EBITDAaL stood at over INR [-----] crore up 4.2% sequentially with margins expanding by [--] basis points to 51.3% due to portfolio premiumization and cost discipline. 💸 Operating free cash flow (EBITDAaL minus CapEx) was strong at INR [-----] crore highlighting sustained cash generation capability. 🏦 Net" [X Link](https://x.com/LongYield/status/2020856274351481166) 2026-02-09T13:44Z [----] followers, [---] engagements "(2/2) Enterprise (B2B) and Digital Services Momentum 🏢 Airtel Business revenues reached INR [----] crore growing 1.5% sequentially with improving momentum across core connectivity and digital adjacencies. ☁ The digital portfolio spanning cloud cybersecurity IoT CPaaS and data centers grew 39% year-on-year reflecting strong demand. 🧱 Nxtra data centers saw growth driven by capacity expansion and new customer wins with a strategic ambition to reach [--] GW capacity over the medium term. 📑 Management emphasized a shift away from low-margin wholesale businesses toward higher-growth higher-value" [X Link](https://x.com/LongYield/status/2020856311475274233) 2026-02-09T13:44Z [----] followers, [--] engagements "$DG VINCI SA Earnings Call Key Highlights: (1/2) Group Financial Performance and Cash Generation 💶 VINCI delivered outstanding full-year [----] performance with revenue growth of approximately 4% driven by Energy Solutions and Concessions alongside higher EBITDA and operating income across all businesses. 📈 Net income reached EUR [---] billion despite a significant increase in French taxation; on a constant tax basis net income would have risen by around 10% to EUR [---] billion. 💰 Free cash flow achieved a new all-time high of about EUR [---] billion reflecting strong EBITDA growth and" [X Link](https://x.com/LongYield/status/2020858427866550748) 2026-02-09T13:52Z [----] followers, [---] engagements "(2/2) Renewable Energy Assets and Zero.e Platform 🌞 VINCI consolidated renewable energy production assets under the Zero.e platform with total capacity of about [--] GW including [---] GW operational and [---] GW under construction or ready-to-build. 🔌 Investments in solar PV and battery energy storage systems are expected to enhance asset value with targeted EBITDA exceeding EUR [---] million by [----]. 🧠 Battery storage investments are focused on supporting VINCIs own renewable assets improving equity returns by roughly [---] basis points. 🌏 Renewable investments remain selective and geographically" [X Link](https://x.com/LongYield/status/2020858503120728311) 2026-02-09T13:53Z [----] followers, [--] engagements "$AMZN Inc. Earnings Call Key Highlights: (1/2) Overall Financial Performance and Cash Flow 💰 Amazon reported Q4 [----] revenue of $213.4 billion representing 12% year-over-year growth excluding foreign exchange impacts reflecting broad-based strength across AWS Stores and Advertising. 📊 Operating income reached $25.0 billion despite $2.4 billion of special charges highlighting strong underlying profitability and operating leverage. 💵 Trailing twelve-month free cash flow totaled $11.2 billion while full-year operating cash flow increased 20% year-over-year to $139.5 billion. 🧾 Management" [X Link](https://x.com/LongYield/status/2020859459195535699) 2026-02-09T13:56Z [----] followers, [---] engagements "The $100B obesity drug war is just getting started. Eli Lilly vs. Novo Nordisk pricing pressure regulation pipelines and who actually wins the next decade. A deep financial & strategic breakdown 👇 https://substacktools.com/sharex/59-VRpYm https://substacktools.com/sharex/59-VRpYm" [X Link](https://x.com/LongYield/status/2020877149507375546) 2026-02-09T15:07Z [----] followers, [---] engagements "@truflation recession incoming fast" [X Link](https://x.com/LongYield/status/2020885927447392348) 2026-02-09T15:42Z [----] followers, [---] engagements "$ASST News Update 🚨" [X Link](https://x.com/LongYield/status/2020961065501409427) 2026-02-09T20:40Z [----] followers, [---] engagements "Maxim Group Reiterates Buy Rating for Strive (ASST) with $1.50 PT 📊 The financial services firm reiterated a Buy rating and set a price target of $1.50 for ASST" [X Link](https://x.com/LongYield/status/2020961077287322013) 2026-02-09T20:40Z [----] followers, [---] engagements "Market Context: The news comes as ASST closes its upsized SATA offering retiring most of the debt inherited from its recent acquisition of Semler Scientific 💸" [X Link](https://x.com/LongYield/status/2020961089111064624) 2026-02-09T20:40Z [----] followers, [---] engagements "$AMKR Amkor Technology Earnings Release 📈 EPS Beat: Q4 EPS of $0.69 vs consensus $0.43 a +43.8% surprise 💰 Revenue Strength: Q4 net sales $1.89B up 16% YoY exceeding expectations 🚀 Profit Growth: Q4 net income $172M up sharply from $106M last year 🧠 Advanced Packaging Momentum: Advanced products drove results reflecting strong demand in computing and AI-related markets 📊 Full-Year Results: FY2025 EPS $1.50 on revenue $6.71B both up YoY 🔮 Outlook: Q1 [----] guidance calls for EPS $0.18$0.28 on revenue $1.60$1.70B with elevated capex to support growth" [X Link](https://x.com/LongYield/status/2020967667843129838) 2026-02-09T21:06Z [----] followers, [---] engagements "$CHGG Chegg Inc Earnings Release 📉 EPS Miss: Q4 loss of $0.30 per share vs consensus $0.11 loss a 500% surprise 💸 Revenue Decline: Q4 revenue $72.7M down 49% YoY slightly above estimates but sharply lower overall 🔻 Profitability Pressure: Q4 net loss $32.8M reflecting continued weakness in the core academic business 🎓 Business Mix Shift: Chegg Skilling revenue $17.7M up 11% YoY partially offsetting declines in Academic Services 📊 Full-Year Results: FY2025 revenue $376.9M (39% YoY) with net loss of $103.4M 🔮 Outlook: Q1 [----] gui https://twitter.com/i/web/status/2020968361979675031" [X Link](https://x.com/LongYield/status/2020968361979675031) 2026-02-09T21:09Z [----] followers, [---] engagements "$UPWK Upwork Earnings Release 📈 EPS Beat: Q4 EPS of $0.36 vs consensus $0.31 a +5.9% surprise 💰 Revenue In Line: Q4 revenue of $198.35M meeting expectations 🧾 Profitability Solid: Non-GAAP results exceeded both consensus and whisper expectations 🔮 Q1 Outlook: Guides Q1 non-GAAP EPS of $0.26$0.28 on revenue $192$197M below current consensus 📊 Full-Year Guidance: [----] non-GAAP EPS $1.43$1.48 on revenue $835$850M broadly aligned with estimates 🌐 Business Focus: Continued leverage of Upworks global freelance marketplace amid evolving labor trends" [X Link](https://x.com/LongYield/status/2020968989959090566) 2026-02-09T21:12Z [----] followers, [---] engagements "$GTM ZoomInfo Technologies Earnings Release 📈 EPS Beat: Q4 adjusted EPS of $0.32 vs consensus $0.28 a +6.7% surprise 💰 Revenue Growth: Q4 GAAP revenue $319.1M up 3% YoY and above expectations 📊 Strong Margins: Adjusted operating margin of 38% with adjusted operating income $122.6M 💵 Cash Flow Strength: Q4 unlevered free cash flow of $135.2M; FY2025 free cash flow $454.9M 🔁 Shareholder Returns: Repurchased 40.5M shares in 2025; board approved an additional $1B buyback 🔮 Outlook: FY2026 adjusted EPS guided to $1.10$1.12 on revenue of $1.247$1.267B signaling stable growth" [X Link](https://x.com/LongYield/status/2020970434947137935) 2026-02-09T21:17Z [----] followers, [---] engagements "$ON onsemi Earnings Release 📉 EPS Miss (Whisper): Q4 non-GAAP EPS of $0.64 vs Whisper $0.65 (consensus $0.62) a 1.5% miss vs Whisper 💰 Revenue In Line: Q4 revenue of $1.53B essentially matching expectations but down 11% YoY 📊 Margins Compressed: Q4 non-GAAP gross margin 38.2% down sharply from 45.3% last year 💵 Cash Flow Strength: FY2025 free cash flow of $1.4B a record 24% FCF margin 🔁 Capital Return: Authorized a $6B share repurchase program over the next three years 🔮 Q1 Outlook: Non-GAAP EPS guided to $0.56$0.66 on revenue $1.44$1.54B signaling early signs of stabilization" [X Link](https://x.com/LongYield/status/2020971475490971690) 2026-02-09T21:22Z [----] followers, [---] engagements "$SSD Simpson Manufacturing Earnings Release 📈 EPS Beat: Q4 EPS of $1.35 vs consensus $1.25 a +0.7% surprise 💰 Revenue Growth: Q4 net sales $539.3M up 4.2% YoY 📊 Margins: Q4 operating margin 13.9% down YoY due to higher operating expenses and tariffs 🧱 Full-Year Strength: FY2025 revenue $2.33B (+4.5% YoY) with EPS $8.24 🔁 Capital Returns: Repurchased $120M of stock in 2025; declared $0.29 quarterly dividend 🔮 [----] Outlook: Operating margin guided to 19.5%20.5% supported by pricing discipline and cost control https://twitter.com/i/web/status/2020972777440936297" [X Link](https://x.com/LongYield/status/2020972777440936297) 2026-02-09T21:27Z [----] followers, [---] engagements "$SPOT Spotify Technology S.A. Earnings Release 🎧 Q4 EPS: $5.16 reported vs. $3.16 consensus a +61% earnings beat 💰 Revenue: $5.27B topping estimates of $5.16B 📈 Growth: Revenue up 16.6% YoY reflecting strong user monetization 🚀 Profitability: Earnings growth surged 175% YoY signaling margin expansion 🌍 Scale: Over 750M total users globally including 290M subscribers across [---] markets 🗣 Outlook Focus: Management highlighted continued momentum in subscriptions podcasts and audiobooks https://twitter.com/i/web/status/2021208330090271089 https://twitter.com/i/web/status/2021208330090271089" [X Link](https://x.com/LongYield/status/2021208330090271089) 2026-02-10T13:03Z [----] followers, [---] engagements "$DDOG Datadog Inc. Earnings Release 📊 Q4 EPS: $0.59 vs. $0.55 consensus a solid earnings beat 💵 Revenue: $953.2M above estimates up 29% YoY 🚀 Profitability: Non-GAAP operating margin 24% strong cash generation with $291M free cash flow 🧑💼 Customers: [---] customers with $1M+ ARR up sharply YoY signaling enterprise strength 🧠 Innovation: Launched multiple AI-driven products including Bits AI SRE Agent and Data Observability 🔮 Outlook: FY [----] non-GAAP EPS guided to $2.08$2.16 on revenue of $4.06$4.10B https://twitter.com/i/web/status/2021209175909384507" [X Link](https://x.com/LongYield/status/2021209175909384507) 2026-02-10T13:06Z [----] followers, [---] engagements "$FISV Fiserv Inc. Earnings Release 💳 Q4 EPS: $1.99 adjusted vs. $1.90 consensus a clear earnings beat 💰 Revenue: $5.28B well above estimates up 0.6% YoY 📊 Surprise: Revenue beat expectations by 6.7% driven by stronger-than-expected results 📉 Profitability: Adjusted EPS down 21% YoY reflecting margin pressure and transformation costs 🏦 Segments: Merchant Solutions grew while Financial Solutions saw modest decline 🔮 [----] Outlook: EPS guided to $8.00$8.30 with organic revenue growth of 13% https://twitter.com/i/web/status/2021210375329313192" [X Link](https://x.com/LongYield/status/2021210375329313192) 2026-02-10T13:11Z [----] followers, [---] engagements "$RACE Ferrari N.V. Earnings Release 🏎 Q4 EPS: $2.49 vs. $2.44 consensus a slight earnings miss 💰 Revenue: $2.10B above estimates up 13.3% YoY 📈 Profitability: Full-year EBIT margin 29.5% up [---] bps YoY 💎 Demand: Order book extends through [----] supporting Ferraris disciplined exclusivity model 💶 Cash Flow: Industrial free cash flow 1.54B up 50% YoY 🔮 [----] Outlook: Revenue targeted at 7.5B with 39% EBITDA margin driven by strong product mix https://twitter.com/i/web/status/2021210554048618638 https://twitter.com/i/web/status/2021210554048618638" [X Link](https://x.com/LongYield/status/2021210554048618638) 2026-02-10T13:12Z [----] followers, [---] engagements "$SPGI S&P Global Inc. Earnings Release 📊 Q4 EPS: $4.30 vs. $4.32 consensus a modest earnings miss 💰 Revenue: $3.92B slightly above estimates up 9.0% YoY 📉 Surprise: EPS missed expectations by 2.3% despite solid top-line growth 📈 Earnings Growth: EPS up 14% YoY reflecting operating leverage 🌐 Business Mix: Strength across credit ratings benchmarks and analytics offerings 🔍 Focus: Continued demand for data index products and ESG solutions supported growth https://twitter.com/i/web/status/2021210740510634364 https://twitter.com/i/web/status/2021210740510634364" [X Link](https://x.com/LongYield/status/2021210740510634364) 2026-02-10T13:12Z [----] followers, [---] engagements "$AZN AstraZeneca PLC Earnings Release 💊 Q4 EPS: $1.06 vs. $2.18 consensus a sharp earnings miss (52%) 💰 Revenue: $15.50B below estimates up 4.1% YoY 📉 Surprise: EPS materially impacted by one-time items including royalty buyouts and cost pressures 📈 Underlying Growth: FY [----] total revenue +8% CER with strong performance in Oncology and Rare Disease 🧪 Pipeline: [--] positive Phase [--] readouts in [----] and over [---] Phase [--] trials ongoing 🔮 [----] Outlook: EPS guided at $10.31 with revenue of $61.1$64.0B implying continued growth momentum https://twitter.com/i/web/status/2021210929728201088" [X Link](https://x.com/LongYield/status/2021210929728201088) 2026-02-10T13:13Z [----] followers, [---] engagements "$MAR Marriott International Inc. Earnings Release 🏨 Q4 EPS: $2.58 vs. $2.64 consensus a modest earnings miss (4.8%) 💰 Revenue: $6.69B in line with estimates up 4.1% YoY 📉 RevPAR: Worldwide RevPAR +1.9% with strong international growth (+6.1%) offset by flat U.S. & Canada 🌍 Growth Engine: Net rooms grew 4.3% in [----] with a record pipeline of 610K rooms 💵 Cash & Returns: $4.0B+ returned to shareholders in [----] via dividends and buybacks 🔮 [----] Outlook: EPS guided at $11.32$11.57 RevPAR growth 1.52.5% EBITDA growth 810% https://twitter.com/i/web/status/2021211117180039579" [X Link](https://x.com/LongYield/status/2021211117180039579) 2026-02-10T13:14Z [----] followers, [---] engagements "$OSCR Oscar Health Inc. Earnings Release 📉 Q4 EPS: $1.24 vs. $0.84 consensus a larger-than-expected loss (48% miss) 💰 Revenue: $2.81B below expectations of $3.21B but up 17% YoY 🏥 Cost Pressure: Medical Loss Ratio 95.4% reflecting higher utilization and market morbidity 📊 Profitability: Adjusted EBITDA $308M in Q4 worsening YoY 👥 Membership: Reached 2.0M members at year-end driving top-line growth 🔮 [----] Outlook: Revenue guided at $18.7B$19.0B with positive operating income expected as margins improve https://twitter.com/i/web/status/2021211539265429678" [X Link](https://x.com/LongYield/status/2021211539265429678) 2026-02-10T13:15Z [----] followers, [---] engagements "$DUK Duke Energy Corporation Earnings Release ⚡ Q4 EPS: $1.50 vs. $1.51 consensus a slight earnings miss (4.5%) 💰 Revenue: $7.94B above estimates up 7.9% YoY 📉 Earnings Trend: EPS down 9.6% YoY reflecting higher costs and prior-year comps 📊 Top-Line Strength: Revenue beat expectations by 3.9% driven by regulated utility growth 🔌 Business Mix: Stable performance across regulated electric and gas utilities 🔮 [----] Outlook: EPS guided at $6.55$6.80 in line with the $6.70 consensus https://twitter.com/i/web/status/2021212254780186662 https://twitter.com/i/web/status/2021212254780186662" [X Link](https://x.com/LongYield/status/2021212254780186662) 2026-02-10T13:18Z [----] followers, [---] engagements "$GILT Gilat Satellite Networks Earnings Takeaway 🚀Headline results (Q4 2025): 📈 EPS: $0.20 vs $0.13 consensus +54% beat 💰 Revenue: $137.0M vs $135.0M est. modest beat 🔥 Revenue growth: +75% YoY ⚙ Adjusted EBITDA: $18.2M +50% YoYFull-year 2025: Revenue: $451.7M (+48% YoY) Adjusted EBITDA: $53.2M (record +26% YoY) Non-GAAP EPS: $0.64 (up from $0.49)2026 guidance (key bullish point): 📊 Revenue: $500$520M ( 13% growth at midpoint) 💵 Adjusted EBITDA: $61$66M ( 19% growth) 🏦 Net cash: $183M giving balance-sheet flexibilityWhat drove the beat: Strong execution across Defense In-Flight" [X Link](https://x.com/LongYield/status/2021212739784343578) 2026-02-10T13:20Z [----] followers, [---] engagements "$DGX Quest Diagnostics Earnings Release 🧪 📊 EPS (Q4): $2.42 adjusted in line with expectations (consensus $2.35; whisper $2.42) 💰 Revenue (Q4): $2.81B +7.1% YoY modestly above estimates 📈 Full-year 2025: Revenue $11.04B (+11.8% YoY); adjusted EPS $9.85 (+10.3% YoY) 🔍 Volume trends: Requisition volume +8.5% YoY driven by organic growth and acquisitions 🧭 [----] guidance: Adjusted EPS $10.50$10.70 on revenue $11.70$11.82B both above current consensus 💵 Capital returns: Quarterly dividend raised 7.5% to $0.86/share strong operating cash flow $1.89B" [X Link](https://x.com/LongYield/status/2021212983658000798) 2026-02-10T13:21Z [----] followers, [---] engagements "The market isnt doubting AI. Its doubting payback. I break down the $700B AI capex wave at Microsoft Google Amazon and Meta and what actually matters next for margins inference economics and real monetization. From GPUs profits. Who gets paid first (and why): 👇 https://substacktools.com/sharex/3OYrp68V https://substacktools.com/sharex/3OYrp68V" [X Link](https://x.com/LongYield/status/2021229441540653497) 2026-02-10T14:27Z [----] followers, [---] engagements "$KO The Coca-Cola Company Earnings Call Key Highlights: (1/2) [--]. 🎯 Strategic Achievements Under Outgoing CEO Leadership 📈 Delivered 7% average organic revenue growth since [----] exceeding the long-term growth algorithm and marking a sustained return to top-line momentum. 🥤 Expanded the portfolio to [--] billion-dollar brands adding [--] new billion-dollar brands over the past decade with 75% now outside traditional sparkling soft drinks. 🌍 Strengthened system alignment with bottling partners advancing refranchising efforts and creating a virtuous cycle of higher returns and reinvestment. 💡" [X Link](https://x.com/LongYield/status/2021609455092158883) 2026-02-11T15:37Z [----] followers, [---] engagements "$KO The Coca-Cola Company Earnings Call Key Highlights:(2/2)6. 🔄 Volume and Price/Mix Dynamics 📊 Fourth-quarter organic revenue grew 5% supported by 1% unit case volume growth and 4% underlying pricing. ⚖ Price/mix was impacted by approximately [--] points of unfavorable mix in Q4 due to geographic category and timing factors though neutral on a four-quarter basis. 📦 Concentrate shipments outpaced unit case growth by [--] points influenced by shipment timing and an extra day in the quarter. 🎯 For [----] management expects a more balanced contribution between volume and price with volume building" [X Link](https://x.com/LongYield/status/2021609502743642127) 2026-02-11T15:37Z [----] followers, [--] engagements "$AZN AstraZeneca PLC Earnings Call Key Highlights: (1/2) [--]. 📈 Strong [----] Financial Performance and Growth Momentum 💰 Total revenue increased 8% at CER in [----] with product revenue up 10% reflecting sustained global demand for innovative medicines. 📊 Core EPS grew 11% in line with guidance supported by operating leverage and disciplined SG&A growth of just 3%. 🏭 Core gross margin held at 82% with Q4 impacted by $235 million in royalty buyouts while [----] is expected to be broadly flat to slightly higher. 💵 Operating cash flow rose 23% to $14.6 billion enabling continued pipeline" [X Link](https://x.com/LongYield/status/2021610525893779676) 2026-02-11T15:41Z [----] followers, [---] engagements "$AZN AstraZeneca PLC Earnings Call Key Highlights: (2/2) [--]. ⚖ Weight Management and Cardiometabolic Strategy 💊 Oral GLP-1 candidate elecoglipron met primary endpoints in Phase IIb obesity and diabetes trials and will advance into Phase III in [----]. 🏃 Management emphasized competitive monotherapy efficacy not reliance on combination therapy as justification for Phase III advancement. 🔄 Broader portfolio includes dual GLP-1/glucagon amylin receptor agonists long-acting injectables and combination strategies with SGLT2 inhibitors. 🌍 Cardiometabolism viewed as a foundational long-term growth" [X Link](https://x.com/LongYield/status/2021610616620757128) 2026-02-11T15:41Z [----] followers, [--] engagements "$SPOT Spotify Technology S.A. Earnings Call Key Highlights: (1/2) [--]. 🚀 Record User Growth and Engagement Momentum 📈 Q4 delivered the highest quarterly MAU net additions in company history bringing total users to over [---] million globally. 🎧 Wrapped engagement reached record levels with 300+ million users participating (+20%) and 630+ million social shares (+42%). 📅 Day [--] of Wrapped marked the highest single day of subscriber intake in Spotifys history. 🔁 Enhanced free tier improvements and higher engagement are driving conversion strength and continued healthy subscriber growth into" [X Link](https://x.com/LongYield/status/2021611391103254587) 2026-02-11T15:44Z [----] followers, [---] engagements "$SPOT Spotify Technology S.A. Earnings Call Key Highlights: (2/2) [--]. 🛠 AI-Driven Product Velocity and Engineering Transformation ⚙ Internal AI tools like Honk allow engineers to generate and deploy code via natural language significantly increasing development speed. 🚀 Senior engineers report transitioning from writing code to supervising AI-generated code since late [----] advancements. 📈 Management expects software output to increase dramatically as AI reduces coding friction with planning and synchronization becoming more critical. 🔄 Spotify believes AI will drive aggregation toward" [X Link](https://x.com/LongYield/status/2021611441216790542) 2026-02-11T15:45Z [----] followers, [--] engagements "@JayTC53 @ShawnRyan762 @ComicDaveSmith Thomas Massie forced them. nothing would be out without Massie" [X Link](https://x.com/LongYield/status/2021686087417024649) 2026-02-11T20:41Z [----] followers, [---] engagements "We are already turning into a marxos countey as it is you fanatical idiot. what do you think taking 25% from Nvidia sales is. what do you think giving money to farmers is. what do you think taking share in public companies is dude pay attention . you do not even know what capitalism really is we are becoming china as it is" [X Link](https://x.com/LongYield/status/2021975747632464035) 2026-02-12T15:52Z [----] followers, [--] engagements "Luxury isnt slowing. Its splitting. Herms prints 40%+ margins while LVMH and Kering fight operating deleverage China uncertainty and aspirational fatigue. This isnt a cycle anymore its a structural bifurcation. Heres the full deep-dive 👇 https://substacktools.com/sharex/7joaiEQZ https://substacktools.com/sharex/7joaiEQZ" [X Link](https://x.com/LongYield/status/2022320042105360832) 2026-02-13T14:40Z [----] followers, [---] engagements "$TSCO Tractor Supply Company Earnings Release 💰 Earnings Miss: Q4 EPS of $0.43 fell short of consensus $0.46 a 10.4% downside miss 📊 Revenue Miss: Revenue of $3.90B missed estimates of $4.02B (3.0% shortfall) 📈 Top-Line Growth: Revenue still grew 3.3% YoY driven by new store openings and modest comps 📉 Earnings Pressure: EPS declined 2.3% YoY reflecting higher SG&A and margin pressure 🔮 [----] Outlook: EPS guidance of $2.13$2.23 and revenue of $16.15B$16.46B both below current consensus 🏪 Operating Trends: Essential categories remained resilient while discretionary demand softened" [X Link](https://x.com/LongYield/status/2016871673841021166) 2026-01-29T13:50Z [----] followers, [---] engagements "$PM Philip Morris International Inc. Earnings Call Key Highlights: (1/2) Smoke-Free Transformation and Strategic Momentum 🔄 The company reinforced that the global shift from combustible cigarettes to smoke-free alternatives is a lasting structural trend with PMI maintaining category leadership and delivering a fifth consecutive year of positive total volumes. 🌱 Smoke-free products accounted for 41.5% of total net revenues in [----] nearing $17 billion while smoke-free gross profit contribution doubled over five years to 43% of total gross profit. 🌍 PMI expanded its smoke-free footprint to" [X Link](https://x.com/LongYield/status/2020855397205057646) 2026-02-09T13:40Z [----] followers, [---] engagements "$ACM AECOM Earnings Release 📉 EPS Miss: Q1 fiscal EPS of $1.29 vs consensus $1.41 a 7.9% surprise 💰 Revenue Below Estimates: Revenue of $3.83B down 5% YoY and below expectations 📊 Adjusted Performance Solid: Adjusted EPS $1.29 (2% YoY) with adjusted EBITDA up 6% to $287M 📚 Backlog Strength: Total backlog rose 9% YoY to a record $26.0B supported by a 1.5x book-to-burn 🔁 Capital Returns: Returned $340M+ to shareholders; board increased share repurchase authorization to $1B 🔮 Guidance Raised: FY2026 adjusted EPS now $5.85$6.05 up from prior outlook despite near-term EPS miss" [X Link](https://x.com/LongYield/status/2020969233362944291) 2026-02-09T21:13Z [----] followers, [---] engagements "AI isnt just a compute story anymore its a power story. After decades of flat electricity demand AI data centers are triggering a structural surge in load that grids generation and equipment simply cant scale fast enough. In my new deep-dive I explain why energy infrastructure (nuclear gas grid & equipment) may be the real picks and shovels of the AI cycle and where earnings visibility is strongest over the next [---] years. ⚡📈 https://substacktools.com/sharex/td7o2f_G https://substacktools.com/sharex/td7o2f_G" [X Link](https://x.com/LongYield/status/2021585537623024078) 2026-02-11T14:02Z [----] followers, [---] engagements "The GOAT The good news is the system is going away. Ron Paul looks back at [--]. (0:00) Monologue (23:59) Is America Going Bankrupt (25:50) Why Haven't America's Gold Reserves Been Audited (35:27) Who Are the Truth Tellers in Washington (40:33) Have Any of These Foreign Wars Made https://t.co/IPROa1yfCa The good news is the system is going away. Ron Paul looks back at [--]. (0:00) Monologue (23:59) Is America Going Bankrupt (25:50) Why Haven't America's Gold Reserves Been Audited (35:27) Who Are the Truth Tellers in Washington (40:33) Have Any of These Foreign Wars Made https://t.co/IPROa1yfCa" [X Link](https://x.com/LongYield/status/2021870051486560578) 2026-02-12T08:52Z [----] followers, [---] engagements "$TRIP Tripadvisor Inc Earnings Release 📉 EPS Miss: Reported $0.04 EPS vs. $0.13 consensus a 60% earnings miss; down 69.2% YoY 💰 Revenue Slightly Light: $411M revenue vs. $413.5M expected (0.6% surprise); 0% YoY growth 📊 Profitability Pressure: Significant earnings decline despite flat revenue performance 🌍 Business Overview: Operates global travel platforms including Tripadvisor Viator and TheFork 📡 Investor Update: Q4 and full-year [----] results available on IR site; conference call webcast accessible online https://twitter.com/i/web/status/2021937982580658263" [X Link](https://x.com/LongYield/status/2021937982580658263) 2026-02-12T13:22Z [----] followers, [---] engagements "**AVNT (AVNT)** - **Revenue**: $760.6M ($3260.2M YTD) - **Gross Margin**: 32.3% (32.5% YTD) - **Operating Income**: $73.0M ($362.8M YTD) - **Adjusted Operating Income**: $73.0M ($362.8M YTD) 9.6% of sales (11.1% YTD) - **EBITDA**: $94.4M ($396.2M YTD)" [X Link](https://x.com/LongYield/status/2021985576694780092) 2026-02-12T16:31Z [----] followers, [--] engagements "- **Adjusted EBITDA**: $118.1M ($544.6M YTD) 15.5% of sales (16.7% YTD) - **Net Income**: $17.2M ($83.6M YTD)" [X Link](https://x.com/LongYield/status/2021985589005013078) 2026-02-12T16:31Z [----] followers, [--] engagements "**PCG-PX (PCG-PX)** - EPS: $1.36 (+20%) - Non-GAAP Core EPS: $1.36 - Statutory tax rate: 27.98% - Wildfire Fund asset amortization costs: $(81M) pretax $(58M) post-tax for Q4 2025; $(352M) pretax $(254M) post-tax for FY [----] - SB [---] securitization regulatory asset and liability adjustments: $4M benefit pretax $3M benefit post-tax for Q4 2025; $(36M) cost pretax $(26M) cost post-tax for FY [----] - Customer bill credits tax benefits: $5M pretax $5M post-tax for Q4 and FY [----] - Wildfire-related costs net of recoveries: $(7M) pretax $(5M) post-tax for Q4 2025; $(135M) pretax $(97M) post-tax for" [X Link](https://x.com/LongYield/status/2021986093290381521) 2026-02-12T16:33Z [----] followers, [--] engagements "$ANET Arista Networks Earnings Release 📈 EPS Beat: Q4 non-GAAP EPS of $0.82 vs. $0.76 consensus (+2.5% surprise); up from $0.66 YoY. GAAP EPS was $0.75. 💰 Strong Revenue Growth: Q4 revenue $2.49B (+28.9% YoY +7.8% QoQ) above $2.37B estimate; FY2025 revenue reached $9.01B (+28.6% YoY). 🚀 Profitability Milestone: Q4 non-GAAP net income $1.05B (first time surpassing $1B in a quarter); non-GAAP operating margin 47.5%. 📊 Margins: Q4 GAAP gross margin 62.9% (vs. 63.8% YoY); non-GAAP gross margin 63.4%. FY non-GAAP gross margin held steady at 64.6%. 🧠 AI & Product Momentum: Highlighted AI" [X Link](https://x.com/anyuser/status/2022056826821652656) 2026-02-12T21:14Z [----] followers, [----] engagements "$RIVN Rivian Automotive Earnings Release 📉 EPS Beat (Narrower Loss): Q4 loss of ($0.66) per share vs. ($0.83) consensus a 12% beat; improved from ($0.70) YoY. 💵 Revenue: Q4 revenue $1.29B vs. $1.26B est.; down from $1.73B YoY due to lower regulatory credit sales and fewer deliveries. FY2025 revenue $5.39B (+8% YoY). 🟢 Gross Profit Positive: Q4 consolidated gross profit $120M (9% margin). FY2025 gross profit $144M a $1.3B+ improvement vs. FY2024 loss. 🚗 Production & Deliveries: Q4 produced [-----] vehicles delivered [----]. FY2025 deliveries totaled [-----] vehicles. 🧠 Software Surge: Q4" [X Link](https://x.com/anyuser/status/2022057200894849069) 2026-02-12T21:16Z [----] followers, [---] engagements "$TOST Toast Inc Earnings Release ❌ EPS Miss: Q4 EPS of $0.16 vs. $0.24 consensus (missed by 38%); still up sharply YoY from $0.05. 💵 Revenue Beat: Q4 revenue $1.63B (+22% YoY) vs. $1.62B est.; FY2025 revenue $6.15B (+24% YoY). 📈 Profitability Expansion: Q4 GAAP net income $101M (vs. $33M YoY); Adjusted EBITDA $163M (34% margin). FY net income $342M vs. $19M last year. 🧾 Platform Growth: ARR surpassed $2.0B (+26% YoY); total locations [------] (+22% YoY); Q4 GPV $51.4B (+22% YoY). 💰 Strong Cash Flow: Q4 free cash flow $178M; FY2025 FCF $608M (nearly 2x YoY). Board authorized additional $500M" [X Link](https://x.com/anyuser/status/2022057387117752802) 2026-02-12T21:17Z [----] followers, [---] engagements "$BROS Dutch Bros Q4 & FY2025 Earnings Snapshot ✅ Big EPS Beat: Q4 EPS $0.17 vs. $0.08 consensus (+54.5% surprise); +240% YoY growth. 📈 Revenue Strength: Q4 revenue $443.6M up 29.4% YoY (vs. $426.5M est.). 🚀 Same-Store Sales: System SSS: +7.7% (transactions +5.4%) Company-operated SSS: +9.7% (transactions +7.6%) 19th consecutive year of positive comps. 💰 Profitability Expansion: Q4 net income: $29.2M (vs. $6.4M last year) Adjusted EBITDA: $72.6M (+48.8% YoY) EBITDA margin: 16.4% 📊 Full-Year [----] Highlights Revenue: $1.64B (+27.9% YoY) Net income: $117.3M (vs. $66.5M in 2024) Adjusted" [X Link](https://x.com/anyuser/status/2022058089336225988) 2026-02-12T21:19Z [----] followers, [---] engagements "$AMAT Applied Materials Q1 FY2026 Earnings Snapshot ✅ EPS Beat: Non-GAAP EPS $2.38 vs. $2.19 consensus (+5.8% surprise); flat YoY. 📊 Revenue Beat: $7.01B vs. $6.86B est. (+2.2%) though down 2% YoY. 💰 Margins: GAAP gross margin: 49.0% Non-GAAP gross margin: 49.1% Non-GAAP operating margin: 30.0% 🚀 Segment Highlights Semiconductor Systems Revenue: $5.14B (down YoY) Record DRAM revenue Gross margin: 54.3% AI-driven demand in leading-edge logic HBM advanced packaging Applied Global Services (AGS) Revenue: $1.56B (up YoY) Record services & spares revenue Operating margin: 28.1% (improving" [X Link](https://x.com/anyuser/status/2022058472594985145) 2026-02-12T21:21Z [----] followers, [---] engagements "$MRNA Moderna Inc Earnings Release 📊 Q4 EPS: $(2.11) vs. $(2.60) est. beat by 4.1%; net loss $(826M) improved from $(1.1B) YoY 💰 Q4 Revenue: $678M vs. $663.6M est. +2.2% surprise but -29.8% YoY on lower COVID vaccine sales 📉 Cost Discipline: Q4 R&D $775M (-31% YoY); SG&A $308M (-12% YoY); FY operating expenses down sharply 📅 FY 2025: Revenue $1.9B (-40% YoY); net loss $(2.8B); EPS $(7.26) vs. $(9.28) last year 🔮 [----] Outlook: Targeting up to 10% revenue growth ($2.14B) with 50/50 U.S.-international mix; R&D $3.0B; year-end cash projected $5.5$6.0B 🧪 Pipeline Updates: Flu vaccine filings" [X Link](https://x.com/anyuser/status/2022317649653289276) 2026-02-13T14:31Z [----] followers, [---] engagements "**COLB (COLB)** - **Dividend Amount**: $0.37 per common share - **Payable Date**: March [--] [----] - **Record Date**: February [--] 2026" [X Link](https://x.com/anyuser/status/2022387671893672352) 2026-02-13T19:09Z [----] followers, [--] engagements "RT @AaronParnas: BREAKING: One Epstein survivor tells me this evening that this letter released by the Department of Justice is "missing a" [X Link](https://x.com/LongYield/status/2022850608718295183) 2026-02-15T01:49Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@LongYield LongYield
LongYield posts on X about strong, growth, release, beat the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [---------] +65,726%
- [--] Month [---------] +81,299%
- [--] Months [---------] +1,914%
- [--] Year [---------] +485%
Mentions: [--] #
- [--] Week [---] +55%
- [--] Month [---] +61%
- [--] Months [-----] -53%
- [--] Year [-----] -30%
Followers: [-----] #
- [--] Week [-----] -0.04%
- [--] Month [-----] +0.02%
- [--] Months [-----] -1.10%
- [--] Year [-----] +4.30%
CreatorRank: [-------] #
Social Influence
Social category influence stocks 73.02% finance 43.65% technology brands 11.11% cryptocurrencies 10.32% currencies 7.14% countries 6.35% financial services 2.38% automotive brands 2.38% luxury brands 1.59% exchanges 0.79%
Social topic influence strong 30.16%, growth 22.22%, release 17.46%, beat 15.87%, eps #270, momentum #1044, business 7.94%, cash flow #619, flow 6.35%, ai 5.56%
Top accounts mentioned or mentioned by @joinyellowbrick @uitra_maga @icantputmynam @lindseygrahamsc @truflation @jaytc53 @shawnryan762 @comicdavesmith @aaronparnas @libwatchusa @davidgandler @orzty0701 @bigmacattack41
Top assets mentioned Spotify Technology (SPOT) AstraZeneca PLC (AZN) Quest Diagnostics Inc (DGX) Caterpillar Inc. (CAT) CatCoin (CAT) Unity Software Inc. (U) Intuitive Surgical, Inc. (ISRG) United Parcel Service, Inc. (UPS) Boston Scientific Corporation (BSX) Basilisk (BSX) Philip Morris International Inc. (PM) Coca-Cola Co (KO) Peloton Interactive, Inc. Class A Common Stock (PTON) Nu Holdings Ltd. (NU) NuCypher (NU) Parker-Hannifin Corp (PH) Sandisk Corporation (SNDK) 2131KOBUSHIDE (21) Iridium Communications Inc. (IRDM) Roku, Inc. (ROKU) Airbnb, Inc. (ABNB)
Top Social Posts
Top posts by engagements in the last [--] hours
"@LindseyGrahamSC Why has nobody won a Primary against you is beyond me"
X Link 2024-11-19T17:20Z [----] followers, 12.9K engagements
"$PTON Peloton Interactive Inc Earnings Release ❌ Earnings Miss: Q2 FY2026 loss of $0.09 per share worse than consensus ($0.07) 💰 Revenue Below Estimates: $656.5M vs. $672.7M expected down 3% YoY 📉 Subscriber Decline: Paid Connected Fitness subs at 2.661M -7% YoY churn increased to 1.9% 📈 Margin & Profitability Improvement: Gross margin 50.5% (+320 bps YoY); Adjusted EBITDA $81M +39% YoY and above guidance 🔮 Q3 Outlook Soft: Revenue guided to $605$625M below Street expectations 📊 FY2026 Update: Revenue outlook trimmed to $2.40$2.44B while Adjusted EBITDA raised to $450$500M"
X Link 2026-02-05T13:06Z [----] followers, [---] engagements
"$DGX Quest Diagnostics Earnings Release 🧪 📊 EPS (Q4): $2.42 adjusted in line with expectations (consensus $2.35; whisper $2.42) 💰 Revenue (Q4): $2.81B +7.1% YoY modestly above estimates 📈 Full-year 2025: Revenue $11.04B (+11.8% YoY); adjusted EPS $9.85 (+10.3% YoY) 🔍 Volume trends: Requisition volume +8.5% YoY driven by organic growth and acquisitions 🧭 [----] guidance: Adjusted EPS $10.50$10.70 on revenue $11.70$11.82B both above current consensus 💵 Capital returns: Quarterly dividend raised 7.5% to $0.86/share strong operating cash flow $1.89B"
X Link 2026-02-10T13:30Z [----] followers, [---] engagements
"The U.S. economy looks strong low unemployment cooling inflation record markets. So why do so many Americans (especially younger generations) feel worse off than ever My new piece explains the K-shaped generational economy hiding behind the headlines and why asset ownership is now the real dividing line. https://substacktools.com/sharex/Xzx3OSiC https://substacktools.com/sharex/Xzx3OSiC"
X Link 2026-02-12T16:13Z [----] followers, [---] engagements
"$NU Nu Holdings Ltd. Earnings Call Key Highlights: (1/2) 📈 Customer Growth and Market Penetration Total customer base reached [---] million with over [--] million net additions in Q3 [----] and an activity rate above 83% reflecting high user engagement. In Mexico the customer base exceeded [--] million representing approximately 14% of the adult population; in Colombia Nu nears [--] million customers. Brazil remains the anchor market with Nu now serving over 60% of the adult population and establishing itself as the largest SME bank by accounts. High penetration levels across core geographies reinforce"
X Link 2025-11-15T20:55Z [----] followers, [---] engagements
"$PH Parker-Hannifin Corp. Earnings Release 💰 Earnings Beat: Fiscal Q2 EPS of $7.65 topped consensus $7.15 a 3.1% upside surprise 📊 Revenue Beat: Revenue of $5.17B exceeded estimates of $5.06B (2.3% beat) 📈 Strong Growth: EPS grew 17.2% YoY while revenue increased 9.1% YoY 🛠 Margin Expansion: Adjusted segment operating margin rose to 27.1% up [---] bps YoY 🚀 Guidance Raised: FY2026 EPS now seen at $30.40$31.00 (prior $29.60$30.40) with revenue of $20.94B$21.34B ✈ Demand Visibility: Record backlog of $11.7B led by robust aerospace and defense order growth"
X Link 2026-01-29T13:53Z [----] followers, [---] engagements
"$SNDK Sandisk Corp Earnings Release Fiscal Q2 [----] (ended Jan [--] 2026) 📈 Strong Earnings Beat: Reported Non-GAAP EPS of $6.20 crushing the $3.78 consensus estimate (+67.6% surprise). GAAP EPS came in at $5.15. 💰 Revenue Growth: Revenue reached $3.03B topping expectations of $2.62B (+15.5% surprise) and up 61% YoY. Growth driven by AI demand across Datacenter (+64% QoQ) Edge (+21%) and Consumer (+39%). 📊 Margin Expansion: Non-GAAP gross margin jumped to 51.1% (from 32.5% YoY) reflecting improved product mix and stronger pricing. Non-GAAP operating income surged 386% YoY to $1.13B. 🚀 Upbeat"
X Link 2026-01-29T21:20Z [----] followers, [---] engagements
"$CAT Caterpillar Inc. Earnings Call Key Highlights: (1/2) Record Financial Performance and Backlog Expansion 🏆 Full year [----] sales and revenues reached a record $67.6 billion the highest in Caterpillars history reflecting resilient demand across end markets. 📦 Backlog expanded to an all-time high of $51 billion increasing $21 billion year-over-year providing strong multi-year revenue visibility. 📊 Fourth quarter sales of $19.1 billion marked a quarterly record up 18% year-over-year driven by higher volumes in all three primary segments. 💰 Adjusted operating profit margin for the full"
X Link 2026-02-03T13:56Z [----] followers, [---] engagements
"$U Unity Software Inc. Earnings Call Key Highlights: (1/2) Vector Acceleration and Advertising Momentum 🔹 Vector delivered its third consecutive quarter of mid-teens sequential revenue growth with revenue up 53% in the first three quarters since launch and January marking its strongest month ever 72% higher year-over-year. 🔹 In Q4 Vector represented 56% of Grow revenue up from 49% two quarters prior underscoring its rapid mix shift within the advertising portfolio. 🔹 Management expects Vectors quarterly revenue run rate to exceed $1 billion annually by the end of [----] reflecting confidence"
X Link 2026-02-11T18:48Z [----] followers, [---] engagements
"$U Unity Software Inc. Earnings Call Key Highlights: (2/2) Commerce Platform Launch and Strategic Integration 🔹 Unitys enhanced in-app purchase commerce solution enters early access imminently with general availability expected in Q2 [----]. 🔹 The commerce product is designed to help developers adapt to evolving storefront regulations and gain greater control over payment layers and monetization. 🔹 Unity will participate modestly but at high margin in transaction economics prioritizing customer value and ecosystem integration over direct revenue maximization. 🔹 Management views commerce"
X Link 2026-02-11T18:49Z [----] followers, [---] engagements
"$IRDM Iridium Communications Inc Earnings Release 📈 EPS Beat: Reported $0.24 EPS vs. $0.23 consensus (+4.3% surprise); EPS down 22.6% YoY 💰 Revenue Slightly Missed: $212.9M revenue vs. $219.6M expected (3.1% surprise); essentially flat YoY 📡 Service Revenue Strength: Service revenue +3% YoY to $158.9M now 75% of total revenue 🌐 Subscriber Growth: Total billable subscribers 2.54M (+3% YoY) driven by 6% growth in commercial IoT 📊 Profitability Metrics: Q4 net income $24.9M (vs. $36.3M YoY); OEBITDA $115.3M (2% YoY) 🔮 [----] Outlook: Service revenue growth flat to +2%; OEBITDA guided to"
X Link 2026-02-12T13:24Z [----] followers, [---] engagements
"🤔 If you exclude Healthcare jobs the U.S. Labor Market has declined for [--] months. Everything is not fine. https://t.co/BRNrf5fII7 If you exclude Healthcare jobs the U.S. Labor Market has declined for [--] months. Everything is not fine. https://t.co/BRNrf5fII7"
X Link 2026-02-12T11:43Z [----] followers, [---] engagements
"$ROKU Roku Inc Earnings Release 🚀 Big EPS Beat: Q4 EPS $0.53 vs. $0.28 consensus (+51% surprise); sharply higher vs. prior year. 💰 Revenue Growth: Q4 revenue $1.35B+ topping expectations; continued platform-driven expansion. 📈 Operating Momentum: Significant profitability improvement in Q4 reflecting leverage in advertising and platform revenue. 📺 Platform Strength: Ongoing growth in streaming engagement and ad capabilities; The Roku Channel remains a top app on the platform in the U.S. 🌍 Ecosystem Expansion: Roku TVs streaming devices audio products and smart home offerings supporting"
X Link 2026-02-12T21:17Z [----] followers, [---] engagements
"$ABNB Airbnb Inc Earnings Release ❌ EPS Miss: Q4 EPS $0.56 vs. $0.66 consensus (18.8% surprise); earnings declined 23% YoY. 💵 Revenue Beat: Q4 revenue $2.78B vs. $2.72B est. (+2% beat) up 12% YoY. 📉 Profit Pressure: Earnings growth lagged revenue indicating margin compression despite top-line expansion. 🔮 Q1 [----] Outlook: Revenue guidance $2.59B$2.63B above $2.52B consensus. 📊 FY2026 Outlook: Revenue expected at $13.47B slightly above $13.38B consensus. 🌍 Platform Scale: Over 5M hosts and 2.5B+ guest arrivals cumulatively maintaining global marketplace strength."
X Link 2026-02-12T21:18Z [----] followers, [---] engagements
"$FTNT Fortinet Inc Earnings Release 📈 Earnings Beat: Q4 EPS of $0.81 topped consensus $0.74 and Whisper $0.80 up 21% Y/Y. 💰 Revenue Outperformance: Q4 revenue reached $1.91B up 15% Y/Y above the $1.86B estimate. 📦 Billings Strength: Q4 billings grew 18% Y/Y to $2.37B with Unified SASE billings up 40%. 📊 Margins Solid: Q4 GAAP operating margin 33%; non-GAAP operating margin 37% reflecting strong cost discipline. 💵 Cash Generation: Full-year free cash flow of $2.21B maintaining Fortinets strong cash profile. 🔮 Outlook: FY26 revenue guided to $7.5B$7.7B with non-GAAP operating margin of"
X Link 2026-02-05T21:11Z [----] followers, [---] engagements
"$AFRM Affirm Holdings Inc Earnings Release 🚀 Earnings Beat: Q2 EPS of $0.37 exceeded consensus $0.28 and Whisper $0.31 a 19% upside. 💰 Revenue Beat: Revenue reached $1.12B topping the $1.06B estimate and rising 29.6% Y/Y. 📈 Growth Momentum: Strong revenue growth reflects higher transaction volumes and expanding merchant adoption. 📊 Profitability Improvement: EPS grew 61% Y/Y highlighting improving operating leverage. ⚙ Business Execution: Results underscore continued traction in Affirms pay-over-time platform across key partners. 🔮 Tone: Management highlighted disciplined growth and"
X Link 2026-02-05T21:31Z [----] followers, [---] engagements
"$INCY Incyte Corporation Earnings Snapshot 💊 Q4 EPS: $1.80 vs. $1.95 consensus (miss of 14%); below the $2.10 whisper 💰 Revenue: $1.51B beat estimates by 12% up 28% YoY 📈 Earnings Growth: +65% YoY despite heavier spending 🔬 Drivers: Strong demand for Jakafi and Opzelura plus contributions from Niktimvo and Zynyz 💸 Margins/Costs: EPS pressure from higher R&D (+31% YoY) and SG&A (+19% YoY) tied to pipeline investment and launches 🔮 [----] Outlook: Net product revenue guided at $4.77$4.94B implying continued double-digit growth https://twitter.com/i/web/status/2021212451186807227"
X Link 2026-02-10T13:19Z [----] followers, [---] engagements
"$BSRR Sierra Bancorp Earnings Release 📉 Q3 Net Income Decline Net income of $9.7M or $0.72 per diluted share down 9% QoQ and 2% YoY due to higher credit loss provisions. YTD net income was $29.4M or $2.15 EPS a 3% YoY decrease though EPS increased due to share repurchases. 📊 Stronger Net Interest Metrics Net interest income rose 4% QoQ to $32M. Net interest margin improved to 3.78% up from 3.68% last quarter and 3.66% a year ago. Loan yield rose to 5.36% while cost of funds declined to 1.45%. 🏦 Loan & Deposit Trends Gross loans grew to $2.49B up $57M QoQ (9% annualized) led by a $50M"
X Link 2025-10-27T12:10Z [----] followers, [---] engagements
"$TCPC BlackRock TCP Capital Corp. Earnings Release (Q3 2025) 💵 Net Investment Income (NII): Reported $0.32 per share exceeding the regular dividend of $0.25 and special dividend of $0.04 paid during the quarter. Adjusted NII was $0.30 per share after excluding merger-related amortization. 📉 Net Asset Value (NAV): Held steady at $8.71 per share unchanged from Q2 [----]. 📊 Portfolio Quality: Non-accruals declined to 3.5% of portfolio fair value (from 3.7% in Q2); company continues to diversify by reducing average position size in new investments. 📈 Investment Activity: Invested $63.1M across"
X Link 2025-11-06T13:20Z [----] followers, [---] engagements
"$EDR eDreams ODIGEOs subscription engine is humming: H1 FY26 Prime +18% to 7.7M; cash EBITDA +16% (28% margin). Near-term hit from Ryanair & monthly shift but path to 13M members and 270M EBITDA by FY30plus 100M buybacks. Read the full analysis: https://open.substack.com/pub/longyield/p/beyond-flights-how-edreams-primer=1kb42c&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/longyield/p/beyond-flights-how-edreams-primer=1kb42c&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-11-25T22:22Z [----] followers, [---] engagements
"🌍 Westlake Expands Globally with ACI Acquisition 🏭 $WLK acquires ACI Compounding Solutions boosting global specialty materials footprint 📍 New manufacturing sites added in Portugal Romania & Tunisia 🔌 ACI serves wire & cable sectorsenhancing Westlakes Housing & Infrastructure Products 🤝 Integration expected to strengthen Westlake Global Compounds' tech & product lineup 🌐 Follows recent strategic focus on sustainability & portfolio growth 🔗 #Westlake #Mergers #Manufacturing #SpecialtyMaterials #WLK #Compounding #Chemicals https://twitter.com/i/web/status/2008220349394190713"
X Link 2026-01-05T16:53Z [----] followers, [---] engagements
"$BK The Bank of New York Mellon Corporation Earnings Call Key Highlights: (1/2) Overall Financial Performance 🏦 Delivered record [----] net income of $5.3 billion on record revenue of $20.1 billion representing 8% year-over-year revenue growth. 📈 Achieved return on tangible common equity (ROTCE) of 26% and pretax margin of 35% reflecting strong operating discipline. 📊 Generated [---] basis points of positive operating leverage on a reported basis and [---] basis points excluding notable items. 💵 Earnings per share increased 28% year-over-year to $7.40 supported by consistent execution and"
X Link 2026-01-13T22:24Z [----] followers, [---] engagements
"$KARO Karooooo Limited Earnings Release 📈 SaaS ARR Surges: Annualized recurring revenue (ARR) for Cartrack grew 28% YoY in USD to $298 million and 22% YoY in ZAR to ZAR5106 million. 💰 Strong Subscription Revenue: Cartrack subscription revenue increased 20% YoY to ZAR1236 million showing continued momentum in its SaaS model. 📊 Record Subscriber Growth: Cartrack added a record [------] net new subscribers up 29% YoY bringing total subscribers to [---] million (+16% YoY). 🚀 Growth Acceleration: Subscription revenue and ARR growth both accelerated compared to Q3 last year (14% YoY then vs. 2022%"
X Link 2026-01-20T22:01Z [----] followers, [---] engagements
"$UAL United Airlines Holdings Inc. Earnings Call Key Highlights: (1/2) [--]. Full-Year [----] Performance and Strategic Resilience ✈ Management emphasized that despite significant macro and operational headwinds in [----] United expects to be the only U.S. airline to grow earnings per share year-over-year validating the resilience of its long-term strategy. 📊 Full-year [----] EPS reached $10.62 slightly higher than [----] even after absorbing an estimated $0.85 headwind related to operational challenges at Newark. 🛡 Leadership highlighted that Uniteds revenue-diverse and brand-loyal customer base"
X Link 2026-01-21T18:35Z [----] followers, [---] engagements
"$IBKR Interactive Brokers Group Inc. Earnings Call Key Highlights: (1/2) [--]. Record Account Growth and Client Asset Expansion 👥 Interactive Brokers added more than [--] million net new accounts in [----] marking the highest annual account growth in the companys history. 💼 Client equity increased 37% year-over-year to $780 billion surpassing $0.75 trillion for the first time and reflecting strong market performance and net inflows. 🌍 Management highlighted sustained global demand for investing driven by declining interest rates and limited alternatives for returns at traditional financial"
X Link 2026-01-21T18:41Z [----] followers, [--] engagements
"$INTC Intel just delivered the perfect bull case vs bear case quarter. ✅ AI-driven Xeon demand surging ✅ Cost cuts stabilizing the P&L ❌ Supply constraints capped revenue ❌ Q126 guide = trough + show me moment 🔍 Biggest watch items: 18A yields GM path back to 40%+ foundry customer traction. Full breakdown: Intels AI Demand Surge Meets a Supply Wall 👇 https://substacktools.com/sharex/4kLwqec5 https://substacktools.com/sharex/4kLwqec5"
X Link 2026-01-26T17:00Z [----] followers, [---] engagements
"$ISRG Intuitive Surgical Inc. Earnings Call Key Highlights: (1/2) Full-year [----] performance and procedure growth 🤖 Intuitive reported a strong [----] with physicians performing more than [---] million procedures globally driving approximately 18% da Vinci procedure growth and 19% total procedure growth when including Ion. 🌍 U.S. da Vinci procedures grew 15% to over [--] million while international procedures increased 23% to more than [---] million reflecting broad-based adoption across Europe Asia and rest-of-world markets. 📊 Single-port procedures expanded 87% year over year and Ion procedures"
X Link 2026-01-26T21:02Z [----] followers, [---] engagements
"$ISRG Intuitive Surgical Inc. Earnings Call Key Highlights: (2/2) Ion platform growth and lung cancer focus 🫁 Ion procedures grew 51% in [----] to over [------] with cumulative procedures surpassing [------] since FDA clearance in [----]. 🌍 The global Ion installed base approached [----] systems with management prioritizing higher utilization of existing systems in the U.S. and disciplined international expansion. 🔬 Intuitive is advancing Ion capabilities such as rapid on-site tissue evaluation (ROSE) and endobronchial ultrasound integration to shorten time from detection to treatment. 🎯 Management"
X Link 2026-01-26T21:02Z [----] followers, [---] engagements
"$HCA HCA Healthcare Inc. Earnings Release Q4 [----] Highlights 💵 Revenue Growth: Q4 revenue rose 6.7% YoY to $19.51B driven by volume increases and stable pricing. 📈 Earnings Surge: Net income jumped 30.6% YoY to $1.88B with diluted EPS up 44.6% to $8.14; adjusted EPS came in at $8.01. 📊 Solid Operational Margin: Adjusted EBITDA increased 10.8% YoY to $4.11B with a margin of 21.1% up from 20.3% in Q4 [----]. 🏥 Volume Metrics: Same-facility admissions rose 2.4% equivalent admissions up 2.5% while inpatient surgeries were flat and outpatient surgeries declined slightly (-0.5%). 💸 Cash Flow &"
X Link 2026-01-27T13:15Z [----] followers, [---] engagements
"$UPS United Parcel Service Inc. Earnings Release Q4 [----] Highlights 💵 Revenue Decline Continues: Consolidated revenue fell 7.8% YoY to $24.5B reflecting lower domestic volume despite higher revenue per piece. 💰 EPS Beat on Adjusted Basis: GAAP EPS was $2.10 impacted by transformation and impairment charges. Adjusted EPS came in at $2.38 down from $2.75 YoY but ahead of internal expectations. 🏠 Domestic Weakness International Strength: U.S. Domestic revenue dropped 3.2% but revenue per piece rose 8.3%. International segment revenue grew 2.5% driven by stronger pricing. ✈ Fleet Modernization"
X Link 2026-01-27T13:32Z [----] followers, [---] engagements
"$FFIV F5 Inc. Earnings Release 📈 Revenue Growth Beat: Q1 FY2026 revenue reached $822M up 7% YoY led by a 37% surge in systems revenue and the sixth straight quarter of double-digit product revenue growth. 💪 Strong Profitability: Non-GAAP EPS was $4.45 up from $3.84 a year ago. Non-GAAP operating margin improved to 38.2% from 37.4% reflecting operational efficiency despite elevated expenses. 🧠 Product Mix Shift: Systems revenue climbed to $218M (+37%) while software revenue declined 8% YoY due to tough comps. Services revenue rose 4% YoY to $412M. 💸 Cash Usage: Repurchased $301M in stock"
X Link 2026-01-27T21:11Z [----] followers, [---] engagements
"$NXT Nextpower Earnings Release ☀ Strong Growth Continues: Q3 FY2026 revenue hit $909M up 34% YoY; adjusted EPS was $1.10 up from $1.03 YoY. GAAP EPS came in at $0.85. 💼 Raised FY26 Outlook: Full-year revenue guided to $3.425B$3.5B with adjusted EPS of $4.26$4.36 (up from prior $4.04$4.25). Adjusted EBITDA now expected at $810M$830M. 📊 Solid Profitability: Adjusted EBITDA for Q3 was $214M (23.5% margin) with adjusted gross margin at 32.4%. GAAP gross margin compressed YoY to 31.7% due to pricing and mix. 💰 Strong Balance Sheet: Ended the quarter with $953M in cash no debt and YTD operating"
X Link 2026-01-27T21:13Z [----] followers, [---] engagements
"$UPS United Parcel Service Inc. Earnings Call Key Highlights: (1/2) 📦 Fourth Quarter and Full-Year [----] Financial Performance 💰 UPS delivered Q4 [----] consolidated revenue of $24.5 billion operating profit of $2.9 billion and operating margin of 11.8% exceeding management expectations. 📊 Full-year [----] revenue totaled $88.7 billion with operating profit of $8.7 billion and an operating margin of 9.8% reflecting disciplined revenue quality and cost control. 🧾 Adjusted EPS in Q4 was $2.38 inclusive of charges related to the accelerated retirement of the MD-11 aircraft fleet and"
X Link 2026-01-28T13:53Z [----] followers, [---] engagements
"$URI United Rentals Earnings Release Q4 & FY25 📊 Q4 Performance: Solid Revenue Margins Under Pressure Total revenue: $4.21B (+2.8% YoY) with rental revenue of $3.58B (+4.6% YoY) Net income: $653M (5.2% YoY) with margin of 15.5% Adjusted EPS: $11.09 (4.3% YoY); GAAP EPS: $10.27 Adjusted EBITDA: $1.90B margin 45.2% (120 bps YoY) 💼 Segment Highlights General Rentals: Revenue up 2.5% YoY; gross margin dipped to 36.2% (120 bps) Specialty Rentals: Stronger revenue growth (+9.2%) but margin compressed to 40.3% (520 bps) due to inflation delivery and mix 💸 Full-Year [----] Summary Total revenue:"
X Link 2026-01-28T21:24Z [----] followers, [---] engagements
"$VOLV Earnings Call Key Highlights: AB Volvo (publ) Q4 [----] Earnings Call Key Highlights: (1/2) 🚚 Group Performance and Financial Resilience 📊 Delivered a solid Q4 performance in a volatile macro environment with adjusted operating margin of 10.3% and operating income of SEK [----] billion supported by cost discipline and services growth. 💰 Generated strong cash flow of SEK [----] billion resulting in a net cash position of SEK [--] billion in Industrial Operations reinforcing balance sheet strength late in the cycle. 📉 Reported net sales of SEK [---] billion declining on lower truck volumes but"
X Link 2026-01-28T22:12Z [----] followers, [---] engagements
"$MA Mastercard Inc. Earnings Release 💰 Earnings Beat: Q4 EPS of $4.76 ahead of consensus $4.20 delivering an 11.7% upside surprise 📈 Strong Growth: EPS grew 24.6% year over year highlighting continued operating leverage 🧾 Revenue: Consensus estimate was $8.77B; reported revenue not specified in the summary provided 🌍 Business Momentum: Continued strength in global digital payments across 200+ countries and territories 📊 Market Reaction Setup: Results clearly indicate a beat vs. expectations supporting positive sentiment 🏦 Financial Update: Full Q4 and FY2025 financial details released"
X Link 2026-01-29T13:16Z [----] followers, [---] engagements
"$CAT Caterpillar Inc. Earnings Release 💰 Earnings Beat: Q4 EPS of $5.16 topped consensus $4.67 a 6.8% upside surprise 📊 Revenue Outperformance: Revenue of $19.13B exceeded estimates of $17.83B (7.3% beat) 📈 Top-Line Growth: Revenue grew 18.0% year over year reflecting strong end-market demand 📉 Earnings Growth: EPS increased 0.4% year over year indicating margin normalization 🏗 Operational Strength: Solid performance across construction mining and energy-related equipment ⚙ Scale & Reach: Continued momentum as a leading global manufacturer and U.S. exporter"
X Link 2026-01-29T13:33Z [----] followers, [---] engagements
"$NDAQ Nasdaq Inc. Earnings Release 💰 Earnings Beat: Q4 EPS of $0.96 topped consensus $0.91 a 3.2% upside surprise 📊 Revenue Surge: Revenue of $2.08B crushed estimates of $1.37B (51.8% beat) 📈 Growth Trends: EPS grew 26.3% YoY while revenue increased 2.5% YoY 🧩 Solutions Strength: Full-year net revenue exceeded $5.2B with $4.0B from Solutions driven by Financial Technology and Index businesses 🔁 Recurring Revenue: Annualized Recurring Revenue reached $3.1B up 10% YoY highlighting durable subscription-based growth 💸 Capital Returns: Strong cash generation supported dividends and share"
X Link 2026-01-29T13:37Z [----] followers, [---] engagements
"$RCL Royal Caribbean Cruises Ltd. Earnings Release 💰 Earnings Miss: Q4 EPS of $2.80 came in just below consensus $2.81 (2.4% downside surprise) 📊 Revenue In Line: Revenue of $4.26B slightly missed estimates of $4.27B 📈 Strong Growth: EPS surged 71.8% YoY while revenue increased 13.2% YoY 🚢 Operational Momentum: Load factor reached 108% with continued strength in onboard and pre-cruise spending 🔮 Forward Outlook: Q1 EPS guided to $3.18$3.28 vs. consensus $3.00; full-year [----] EPS guided to $17.70$18.10 🌊 Demand Trends: Record WAVE season bookings and solid capacity growth outlook support"
X Link 2026-01-29T13:39Z [----] followers, [---] engagements
"$RCI Rogers Communications Earnings Snapshot (Q4 FY2025) 💰 Strong Earnings Beat: EPS of $1.08 vs. consensus $0.98 (+10.2% surprise) 📈 Revenue Beat: $4.43B vs. $4.37B expected (+1.3% surprise) 🚀 Top-Line Acceleration: Revenue +13.0% YoY reflecting solid momentum across the business 📊 Earnings Growth: EPS +3.8% YoY showing improving profitability 📡 Business Profile: Leading Canadian communications and media company with strength in wireless broadband and TV assets https://twitter.com/i/web/status/2016874081442762845 https://twitter.com/i/web/status/2016874081442762845"
X Link 2026-01-29T14:00Z [----] followers, [--] engagements
"$WDC Western Digital Corp Earnings Release Fiscal Q2 [----] (ended Jan [--] 2026) 📈 Earnings Beat: Non-GAAP EPS of $2.13 ahead of the $1.95 consensus estimate (+4.9% surprise). GAAP EPS was significantly higher at $4.73 due to one-time gains. 💸 Revenue Rebound: Posted $3.02B in revenue up 25% YoY and slightly ahead of expectations. Growth driven by strong demand for high-capacity HDDs supporting AI-driven workloads. 🧾 Margin Expansion: Non-GAAP gross margin rose to 46.1% (up [---] bps YoY) with non-GAAP operating margin climbing to 33.8% reflecting disciplined cost control and stronger mix. 🚀"
X Link 2026-01-29T21:21Z [----] followers, [---] engagements
"$FUBO FuboTV Inc. Earnings Release 📺 Revenue Surges Post-Merger: Q1 [----] North America revenue grew to $1.54B (+40% Y/Y) while Pro Forma revenue (including Hulu + Live TV) hit $1.68B up 6% Y/Y. 📉 Net Loss Narrows: Reported net loss was $19.1M (vs. $38.6M prior year); Pro Forma net loss improved to $46.4M down from $130.4M Y/Y. Pro Forma Adjusted EBITDA came in positive at $41.4M up from $22.0M. 📊 Subscribers Hold Steady: North America subscribers totaled 6.2M slightly down from 6.3M Y/Y; Rest of World subscribers were 335K down from 362K. 💵 Solid Liquidity: Ended the quarter with $459M in"
X Link 2026-02-03T12:52Z [----] followers, [----] engagements
"$PFE Pfizer Inc. Earnings Release 💵 Full-Year Revenue Dips Non-COVID Portfolio Grows: FY [----] revenue came in at $62.6B down 2% Y/Y but grew 6% operationally excluding COVID products (Comirnaty & Paxlovid). Q4 revenue was $17.6B down 1% Y/Y (or -3% operationally) but +9% growth ex-COVID. 💊 Adjusted Earnings Hold Up: FY [----] Adjusted EPS was $3.22 (+4% Y/Y) and Q4 Adjusted EPS hit $0.66 (+5% Y/Y). Reported EPS for FY [----] was $1.36; Q4 saw a GAAP loss of $(0.29) per share due to impairment charges. 📉 COVID Product Sales Down: Paxlovid revenue fell 70% and Comirnaty dropped 35% operationally"
X Link 2026-02-03T12:57Z [----] followers, [---] engagements
"$MRK Merck & Co. Inc. Earnings Release 💵 Q4 & FY Revenue Growth: Q4 [----] sales rose to $16.4B (+5% Y/Y +4% ex-FX); full-year [----] revenue reached $65.0B up 1% Y/Y (or +2% ex-FX). Growth driven by oncology Animal Health and new product launches like WINREVAIR and CAPVAXIVE. 💊 KEYTRUDA Leads GARDASIL Falls: KEYTRUDA/KEYTRUDA QLEX sales hit $31.7B (+7% Y/Y) while GARDASIL/GARDASIL [--] plunged 39% to $5.2B due to declines in China and Japan. WINREVAIR and CAPVAXIVE contributed $1.4B and $759M respectively. 📉 Q4 GAAP EPS Down: Q4 GAAP EPS was $1.19 (vs. $1.48 in Q4 2024) including a $0.05/share"
X Link 2026-02-03T13:01Z [----] followers, [---] engagements
"$GLXY Galaxy Digital Earnings Release 📉 Q4 Loss on Crypto Downturn: Reported a Q4 net loss of $482M (EPS: $(1.08)) driven by a 24% drop in crypto market cap and related asset depreciation. Adjusted EBITDA was $(518M) vs. +$630M in Q3. 📆 Full-Year [----] Results: FY [----] net loss totaled $241M (EPS: $(0.61)) impacted by $160M in one-time costs (reorganization mining asset impairments etc.). Adjusted EBITDA was $34M on $426M in adjusted gross profit. 💰 Strong Liquidity: Ended the year with $2.6B in cash & stablecoins (+168% YoY) and $3.0B in total equity (+38% YoY) supported by $325M equity"
X Link 2026-02-03T13:03Z [----] followers, [---] engagements
"$PLTR Palantir Technologies Inc. Earnings Call Key Highlights: (1/2) U.S.-Led Revenue Acceleration and Record Growth 🚀 Fourth quarter revenue grew 70% year-over-year the highest growth rate in Palantirs history as a public company marking a sharp acceleration versus prior periods. U.S. business accounted for 77% of total revenue growing 93% year-over-year and 22% sequentially underscoring strong domestic demand. 📈 Full year [----] revenue increased 56% year-over-year to $4.5 billion reflecting broad-based momentum across commercial and government segments. 🧭 Management emphasized that growth"
X Link 2026-02-03T13:30Z [----] followers, [---] engagements
"$ABBV AbbVie Inc. Earnings Release 💵 Solid EPS Beat: Q4 [----] adjusted EPS of $2.71 (vs. $2.16 in Q4 2024) up 26% YoY despite a $0.71/share hit from acquired IPR&D. GAAP EPS came in at $1.02. 📊 Revenue Growth: Q4 revenue rose 10% YoY to $16.62B driven by strong Immunology (+18%) and Neuroscience (+18%) segments. Full-year [----] revenue hit $61.16B (+9%). 🧬 Immunology Leaders: Skyrizi: $5.01B in Q4 up 33% YoY Rinvoq: $2.37B up 30% YoY Humira: $1.25B down 26% YoY (as expected post-LOE) 🧠 Neuroscience Strength: Segment revenue up 18% YoY in Q4 led by: Vraylar: $1.02B (+10%) Qulipta: $288M"
X Link 2026-02-04T13:25Z [----] followers, [---] engagements
"$BSX Boston Scientific Corp. Earnings Release 📊 In-Line EPS Revenue Beat: Q4 adjusted EPS was $0.80 matching whisper expectations and within guidance; revenue of $5.29B beat consensus ($5.27B) up 15.9% YoY. 📈 Double-Digit Growth Across Segments: Cardiovascular up 18.2% MedSurg up 11.7% U.S. revenue surged 17% while EMEA APAC and Emerging Markets each grew over 12%+ 💰 Full-Year Strength: FY2025 revenue hit $20.07B (+19.9%) with adjusted EPS of $3.06 (up from $2.51 in 2024); GAAP EPS rose to $1.94. 🧪 Pipeline & Product Updates: FDA and CE approvals for FARAPOINT PFA catheter Launched"
X Link 2026-02-04T13:27Z [----] followers, [---] engagements
"$CME CME Group Inc. Earnings Release 💼 Slight EPS Miss: Q4 [----] adjusted EPS came in at $2.77 just shy of the $2.79 whisper though ahead of consensus ($2.75). GAAP EPS was $3.24. 📈 Revenue Beat: Q4 revenue rose 8.1% YoY to $1.65B beating expectations ($1.62B) with record Q4 clearing & transaction fees ($1.33B) and market data revenue ($208M). 📊 Record Year: [----] marked CMEs fourth straight year of record annual revenue ($6.5B +6%) adjusted EPS ($11.20) and market data revenue ($803M +13%). 📉 Trading Activity: Q4 average daily volume (ADV) hit 27.4M contracts the highest ever for a Q4;"
X Link 2026-02-04T13:29Z [----] followers, [---] engagements
"$BSX Boston Scientific Corp. Earnings Release 📊 In-Line EPS Revenue Beat: Q4 adjusted EPS was $0.80 matching whisper expectations and within guidance; revenue of $5.29B beat consensus ($5.27B) up 15.9% YoY. 📈 Double-Digit Growth Across Segments: Cardiovascular up 18.2% MedSurg up 11.7% U.S. revenue surged 17% while EMEA APAC and Emerging Markets each grew over 12%+ 💰 Full-Year Strength: FY2025 revenue hit $20.07B (+19.9%) with adjusted EPS of $3.06 (up from $2.51 in 2024); GAAP EPS rose to $1.94. 🧪 Pipeline & Product Updates: FDA and CE approvals for FARAPOINT PFA catheter Launched"
X Link 2026-02-04T13:30Z [----] followers, [---] engagements
"$UBS UBS Group AG Earnings Release 💥 Big Beat on EPS & Revenue: Q4 [----] EPS of $0.37 vs. consensus of $0.25 (+48% surprise); revenue of $18.34B crushing estimates of $11.62B (+57.8%). EPS grew 61% YoY revenue up 35.6% YoY. 📈 Strong Profitability: Net profit of $1.2B in Q4 (+56% YoY); FY25 net profit hit $7.8B (+53% YoY). Return on CET1 capital: 6.6% (reported) 11.9% (underlying). Diluted FY25 EPS: $2.36 (+55% YoY). 💼 Integration Milestone: 85% of Swiss-booked Credit Suisse accounts migrated; cumulative cost savings now at $10.7B with $2.8B more expected in [----]. Non-core and legacy RWA"
X Link 2026-02-04T13:32Z [----] followers, [---] engagements
"$ARM Arm Holdings plc Earnings Release 💵 EPS: $0.43 vs. $0.41 expected beat by 4.9% including Whisper number; strong bottom-line outperformance. 💹 Earnings Growth: +79.2% YoY significant surge highlighting strong momentum in profitability. 💰 Revenue: Estimated at $1.24B but actual revenue not disclosed in this summary no confirmed revenue surprise. 🧠 Business Focus: Arm emphasized AI and power-efficient computing as key growth drivers across global tech platforms. 🌍 Scale: Company claims reach across 100% of the connected global population leveraging its vast developer ecosystem."
X Link 2026-02-04T21:08Z [----] followers, [---] engagements
"$SYM Symbotic Inc. Earnings Release ❌ EPS Miss: $0.02 vs. $0.08 expected (Whisper: $0.09) missed by 77.8% despite a YoY profit swing. 💵 Revenue: $630M vs. $622.3M expected beat on revenue up 29% YoY. 📈 Profit Turnaround: Net income of $13M vs. a $17M loss in the prior year a notable swing to profitability. 🧠 Adjusted EBITDA: $66.9M up from $17.9M YoY strong improvement in operational earnings. 🏗 Q2 Outlook: Revenue guidance of $650M$670M and adjusted EBITDA of $70M$75M signaling continued growth. 💰 Cash Position: Ended quarter with $1.8B in cash boosted by $424M in proceeds from a"
X Link 2026-02-04T21:10Z [----] followers, [---] engagements
"$COP ConocoPhillips Earnings Release ❌ Earnings Miss: Q4 EPS of $1.02 vs. $1.08 consensus down 49% YoY 💰 Revenue Slight Beat: $14.19B just above estimates but -3.7% YoY 📉 Pricing Pressure: Realized price $42.46/BOE -19% YoY driving lower profitability 🛢 Production Mixed: Q4 output [----] MMBOED; underlying production -2.6% YoY after asset changes 💵 Capital Returns: Returned $9.0B in [----] (45% of CFO); $0.84/share quarterly dividend declared 🔮 [----] Outlook: Capex $12B production 2.332.36 MMBOED commitment to return 45% of CFO to shareholders"
X Link 2026-02-05T13:07Z [----] followers, [---] engagements
"$BMY Bristol-Myers Squibb Company Earnings Release ❌ Earnings Miss vs Whisper: Q4 EPS $1.26 below Whisper $1.42 but above consensus $1.15 💰 Revenue Beat: $12.50B vs. $12.26B expected +1.3% YoY growth 📉 Earnings Decline: EPS down 25% YoY reflecting margin and portfolio pressures 🧪 Core Business: Continued performance from key biopharma franchises across oncology immunology and cardiovascular 📊 Mixed Takeaway: Solid top-line execution but profitability trailed higher market expectations 🔍 Investor Focus: Attention likely on pipeline progress and outlook following a year of earnings"
X Link 2026-02-05T13:13Z [----] followers, [---] engagements
"$CAH Cardinal Health Inc. Earnings Release ✅ Strong Earnings Beat: Q2 FY2026 EPS $2.63 vs. $2.39 consensus +36% YoY 💰 Revenue Surge: $65.6B beating estimates and +19% YoY 📈 Broad-Based Profit Growth: Non-GAAP operating earnings $877M +38% YoY with double-digit growth across all segments 🏥 Segment Highlights: Pharma & Specialty Solutions profit +29% YoY; Global Medical Products profit +106% YoY 🔮 Guidance Raised: FY2026 EPS outlook lifted to $10.15$10.35 above prior guidance and Street view 🔁 Capital Allocation: $750M in share repurchases completed; leverage now within target range"
X Link 2026-02-05T13:14Z [----] followers, [---] engagements
"$TEAM Atlassian Corp Earnings Release 📈 Earnings Beat: Q2 FY26 non-GAAP EPS of $1.22 beat consensus $1.14 by 11% up from $0.96 Y/Y. 💵 Revenue Growth: Revenue reached $1.59B up 23% Y/Y exceeding the $1.54B estimate. ☁ Cloud Strength: Cloud revenue hit $1.07B up 26% Y/Y marking Atlassians first $1B Cloud quarter. 📊 Profitability: Non-GAAP operating margin improved to 27% (from 26% last year); free cash flow totaled $168.5M. 📚 Visibility: Remaining performance obligations (RPO) rose 44% Y/Y to $3.8B signaling strong future demand. 🔮 Guidance Raised: FY26 revenue outlook lifted to $6.36B"
X Link 2026-02-05T21:08Z [----] followers, [---] engagements
"$MSTR Strategy Inc Earnings Release 📉 Earnings Miss: Q4 loss of $42.93 per share far worse than the ($18.06) consensus a 138% miss driven by crypto-related losses. 💰 Revenue Slightly Up: Q4 revenue totaled $123.0M up 1.9% Y/Y modestly above last year but offering limited offset to losses. 🪙 Bitcoin Impact: Reported $17.4B unrealized loss on digital assets under fair-value accounting swinging results sharply negative. 📦 Bitcoin Holdings: Held [------] BTC as of Feb. [--] [----] acquired at an average cost of $76052 per BTC. 🧮 Operating Results: Q4 operating loss ballooned to $17.4B compared with"
X Link 2026-02-05T21:09Z [----] followers, [---] engagements
"$ARW Arrow Electronics Inc Earnings Release 🚀 Earnings Beat: Q4 EPS of $4.39 crushed consensus $3.55 and Whisper $3.64 a +21% surprise with 48% Y/Y growth. 💰 Revenue Strength: Q4 sales reached $8.75B up 20% Y/Y above the high end of guidance. 📦 Segment Momentum: Global Components sales +22% Y/Y; ECS sales +16% Y/Y supported by cloud AI and datacenter demand. 📊 Profitability: Q4 GAAP EPS $3.75; non-GAAP operating income improved across both segments reflecting disciplined execution. 📅 Outlook: Q1 EPS guided to $2.70$2.90 on revenue $7.95B$8.55B ahead of current consensus. 🔁 Capital"
X Link 2026-02-05T21:13Z [----] followers, [---] engagements
"$RDDT Reddit Inc Earnings Release 🚀 Earnings Beat: Q4 EPS of $1.24 topped consensus $0.96 reflecting strong profitability leverage. 💰 Revenue Surge: Q4 revenue rose 70% Y/Y to $726M well above the $667.6M estimate driven primarily by ads. 📈 User Growth: Daily Active Uniques (DAUq) +19% Y/Y to 121.4M with international DAUq up 28%. 📊 Margins & Cash Flow: Net margin 35%; Adjusted EBITDA $327M (45% margin); Free Cash Flow $264M in Q4. 🔁 Capital Return: Board authorized a $1B share repurchase program strengthening shareholder returns. 🔮 Outlook: Q1 revenue guided to $595M$605M above current"
X Link 2026-02-05T21:18Z [----] followers, [---] engagements
"$MCHP Microchip Technology Inc Earnings Release 📉 Earnings Miss: Q3 non-GAAP EPS of $0.44 slightly below expectations (2% miss) despite strong Y/Y growth. 💰 Revenue In Line: Net sales of $1.186B up 15.6% Y/Y and +4.0% sequentially essentially matching updated guidance. 📊 Margin Expansion: Non-GAAP gross margin 60.5% up sharply from 52% a year ago reflecting inventory normalization and better utilization. ⚙ Profitability Improvement: Non-GAAP operating income $337.8M (28.5% margin) showing solid operating leverage. 💵 Shareholder Returns: Returned $246M via dividends in the quarter;"
X Link 2026-02-05T21:24Z [----] followers, [---] engagements
"$BE Bloom Energy Corp Earnings Release 🚀 Earnings Beat: Q4 non-GAAP EPS of $0.45 handily topped consensus $0.30 a 36% upside. 💰 Strong Revenue: Q4 revenue of $777.7M up 35.9% Y/Y driven by AI data centers and C&I demand. 📊 Margins & Profitability: Non-GAAP gross margin 31.9%; non-GAAP operating income $133.0M reflecting solid operating leverage. 🔋 Cash Flow Strength: Generated $418M operating cash flow in Q4; second consecutive year of positive full-year operating cash flow. 📦 Backlog Momentum: $20B total backlog with product backlog $6B up roughly [---] Y/Y. 🔮 [----] Outlook: Revenue"
X Link 2026-02-05T21:33Z [----] followers, [---] engagements
"$DLR Digital Realty Trust Earnings Release 📉 Slight EPS Miss: Core FFO of $1.86/share came in just below the whisper $1.87 a 0.5% miss but above consensus $1.83. 💰 Revenue Beat: Q4 revenue of $1.63B topped estimates ($1.58B) up 13.9% Y/Y. 📈 Solid FFO Growth: Reported FFO $1.89/share up from $1.61 last year reflecting continued operating strength. 🏢 Leasing & Backlog: Signed bookings supporting $400M of annualized GAAP rent (100% share); backlog $817M annualized base rent at DLRs share. 🔄 Pricing Power: Renewal lease cash rents up 6.1% highlighting resilient demand for data center"
X Link 2026-02-05T21:34Z [----] followers, [---] engagements
"🤔 BREAKING: Truflation US CPI inflation fell from 0.99% to 0.86% today driven mainly by Rented Dwellings. More cooling on the horizon. https://t.co/uDjMVJQHRt BREAKING: Truflation US CPI inflation fell from 0.99% to 0.86% today driven mainly by Rented Dwellings. More cooling on the horizon. https://t.co/uDjMVJQHRt"
X Link 2026-02-08T13:11Z [----] followers, [---] engagements
"$CLF Cleveland-Cliffs Inc. Earnings Release 📉 EPS Beat Still in the Red: Reported loss of $0.43 per share better than consensus loss of $0.62 and slightly ahead of adjusted expectations (loss of $0.45). 👏 Earnings improved YoY from a $0.68 adjusted loss in Q4 [----]. 💰 Revenue Slight Miss: Q4 revenue came in at $4.31B slightly below expectations of $4.62B and essentially flat YoY (down 0.3%). 🏗 Steel Shipments & Pricing: Shipped 3.8M net tons of steel in Q4 at an average selling price of $993/ton. Mix: 42% hot-rolled 28% coated 14% cold-rolled. 🧾 EBITDA Loss Shrinks: Adjusted EBITDA for Q4"
X Link 2026-02-09T12:57Z [----] followers, [---] engagements
"$MNDY Earnings Release 📈 Earnings Beat: Posted EPS of $1.04 topping the $0.92 consensus reflecting strong profitability and operating leverage. 💰 Revenue Ahead of Estimates: Q4 revenue reached $333.9M above the $329.0M expected marking solid execution. 🚀 Strong Growth Profile: Revenue grew 24.6% YoY while earnings more than doubled (+108% YoY) highlighting scalable growth. 🔮 Q1 Outlook: Guides Q1 revenue of $338340M roughly in line but slightly below current market expectations. 📊 Full-Year [----] Guidance: Sees [----] revenue of $1.4521.462B modestly below the $1.48B consensus suggesting a"
X Link 2026-02-09T12:58Z [----] followers, [---] engagements
"$PGY Pagaya Technologies Ltd. Earnings Release 📈 EPS Beat: Reported EPS of $0.80 ahead of $0.77 consensus delivering an 8.1% earnings surprise with sharp profitability improvement. 💰 Revenue Miss Strong Growth: Q4 revenue of $334.8M missed the $348.4M estimate but still grew a solid +19.8% YoY. 🚀 Profitability Inflection: Posted GAAP net income of $34M in Q4 versus a large loss last year; Adjusted EBITDA of $98M up 53% YoY. 📊 Platform Scale: Network volume reached $2.7B up 3% YoY with continued expansion across Personal Loans Auto and Point-of-Sale verticals. 🔮 [----] Guidance: Sees FY26"
X Link 2026-02-09T13:00Z [----] followers, [---] engagements
"$APO Apollo Asset Management Inc. Earnings Release 📈 Big EPS Beat: Reported EPS of $2.47 well above the $2.04 consensus delivering a strong +21.7% earnings surprise. 💰 Revenue Surge: Posted $9.86B in revenue sharply higher year over year (+86.7% YoY) driven by scale and platform growth. 🚀 Earnings Growth: Earnings increased +30.7% YoY reflecting higher fee-related and spread-related earnings. 🏦 Asset-Gathering Momentum: [----] saw record origination activity over $300B and inflows exceeding $225B supporting durable growth. 📊 Platform Strength: Continued expansion across private equity"
X Link 2026-02-09T13:01Z [----] followers, [---] engagements
"$KD Kyndryl Holdings Inc. Earnings Release 📉 Earnings Miss: Reported EPS of $0.52 below the $0.60 consensus resulting in a -16.1% earnings surprise. 💰 Revenue Slightly Below: Q3 revenue totaled $3.86B missing estimates of $3.91B but still up +3.1% YoY. 📊 Profitability Mixed: Adjusted EBITDA of $696M was solid while adjusted pretax income of $168M edged higher YoY. 🚀 Consulting Strength: Kyndryl Consult revenue grew 24% YoY with hyperscaler-related revenue up 58% YoY to $500M. ⚠ Guidance Cut: Lowered FY26 adjusted pretax income outlook to $575600M down from prior guidance of at least"
X Link 2026-02-09T13:02Z [----] followers, [---] engagements
"$CNA CNA Financial Corp. Earnings Release 📉 EPS Miss: Reported EPS of $1.16 slightly below the $1.20 consensus resulting in a -3.3% earnings surprise. 💰 Revenue Beat: Q4 revenue of $3.83B exceeded estimates of $3.50B up +3.8% YoY. 🛡 Underwriting Performance: P&C combined ratio of 93.8% in Q4; underlying combined ratio of 92.3% reflecting disciplined underwriting. 📊 Investment Income Tailwind: Net investment income rose to $653M in Q4 driven by higher fixed-income yields. 💵 Shareholder Returns: Increased quarterly dividend 4% to $0.48/share and declared a $2.00 special dividend. 📈"
X Link 2026-02-09T13:03Z [----] followers, [--] engagements
"$AIOT Powerfleet Inc. Earnings Release 📈 Profit Beat: Reported EPS of $0.02 above the breakeven consensus marking continued profitability improvement. 💰 Revenue Beat: Q3 revenue reached a record $113.5M topping estimates of $111.7M and growing +6.6% YoY. 🔁 Recurring Revenue Strength: Services revenue jumped 11% YoY to $91.1M now representing 80% of total revenue. 📊 Margin Expansion: Adjusted EBITDA rose 26% YoY to $25.7M with margin expanding to 23% from 19%. 🔮 FY26 Outlook Raised: Tightened FY26 revenue guidance to $440445M up from prior $435445M range. 🚀 Strategic Momentum: Secured a"
X Link 2026-02-09T13:12Z [----] followers, [---] engagements
"$PM (2/2) Nicotine Pouches and ZYN Expansion 📦 ZYN shipments increased 36% globally to [----] billion pouches achieving PMIs [----] target one year early and expanding presence to [--] markets. In the U.S. ZYN shipments grew 37% despite supply constraints capturing around 50% of category growth and maintaining premium pricing and leading value share. 🌐 International ZYN volumes rose 31% or 112% excluding the Nordics with rapid growth in newer markets such as the U.K. Poland Italy and Austria. 🧠 Portfolio innovation including new strengths and formats like ZYN X-Low improved first-use acceptance"
X Link 2026-02-09T13:41Z [----] followers, [--] engagements
"$BHARTIARTL Bharti Airtel Limited Earnings Call Key Highlights: (1/2) Consolidated Financial Performance and Cash Generation 💰 Consolidated revenue reached approximately INR [-----] crore in Q3 FY26 growing 3.5% sequentially supported by steady performance across India and Africa. 📊 Consolidated EBITDAaL stood at over INR [-----] crore up 4.2% sequentially with margins expanding by [--] basis points to 51.3% due to portfolio premiumization and cost discipline. 💸 Operating free cash flow (EBITDAaL minus CapEx) was strong at INR [-----] crore highlighting sustained cash generation capability. 🏦 Net"
X Link 2026-02-09T13:44Z [----] followers, [---] engagements
"(2/2) Enterprise (B2B) and Digital Services Momentum 🏢 Airtel Business revenues reached INR [----] crore growing 1.5% sequentially with improving momentum across core connectivity and digital adjacencies. ☁ The digital portfolio spanning cloud cybersecurity IoT CPaaS and data centers grew 39% year-on-year reflecting strong demand. 🧱 Nxtra data centers saw growth driven by capacity expansion and new customer wins with a strategic ambition to reach [--] GW capacity over the medium term. 📑 Management emphasized a shift away from low-margin wholesale businesses toward higher-growth higher-value"
X Link 2026-02-09T13:44Z [----] followers, [--] engagements
"$DG VINCI SA Earnings Call Key Highlights: (1/2) Group Financial Performance and Cash Generation 💶 VINCI delivered outstanding full-year [----] performance with revenue growth of approximately 4% driven by Energy Solutions and Concessions alongside higher EBITDA and operating income across all businesses. 📈 Net income reached EUR [---] billion despite a significant increase in French taxation; on a constant tax basis net income would have risen by around 10% to EUR [---] billion. 💰 Free cash flow achieved a new all-time high of about EUR [---] billion reflecting strong EBITDA growth and"
X Link 2026-02-09T13:52Z [----] followers, [---] engagements
"(2/2) Renewable Energy Assets and Zero.e Platform 🌞 VINCI consolidated renewable energy production assets under the Zero.e platform with total capacity of about [--] GW including [---] GW operational and [---] GW under construction or ready-to-build. 🔌 Investments in solar PV and battery energy storage systems are expected to enhance asset value with targeted EBITDA exceeding EUR [---] million by [----]. 🧠 Battery storage investments are focused on supporting VINCIs own renewable assets improving equity returns by roughly [---] basis points. 🌏 Renewable investments remain selective and geographically"
X Link 2026-02-09T13:53Z [----] followers, [--] engagements
"$AMZN Inc. Earnings Call Key Highlights: (1/2) Overall Financial Performance and Cash Flow 💰 Amazon reported Q4 [----] revenue of $213.4 billion representing 12% year-over-year growth excluding foreign exchange impacts reflecting broad-based strength across AWS Stores and Advertising. 📊 Operating income reached $25.0 billion despite $2.4 billion of special charges highlighting strong underlying profitability and operating leverage. 💵 Trailing twelve-month free cash flow totaled $11.2 billion while full-year operating cash flow increased 20% year-over-year to $139.5 billion. 🧾 Management"
X Link 2026-02-09T13:56Z [----] followers, [---] engagements
"The $100B obesity drug war is just getting started. Eli Lilly vs. Novo Nordisk pricing pressure regulation pipelines and who actually wins the next decade. A deep financial & strategic breakdown 👇 https://substacktools.com/sharex/59-VRpYm https://substacktools.com/sharex/59-VRpYm"
X Link 2026-02-09T15:07Z [----] followers, [---] engagements
"@truflation recession incoming fast"
X Link 2026-02-09T15:42Z [----] followers, [---] engagements
"$ASST News Update 🚨"
X Link 2026-02-09T20:40Z [----] followers, [---] engagements
"Maxim Group Reiterates Buy Rating for Strive (ASST) with $1.50 PT 📊 The financial services firm reiterated a Buy rating and set a price target of $1.50 for ASST"
X Link 2026-02-09T20:40Z [----] followers, [---] engagements
"Market Context: The news comes as ASST closes its upsized SATA offering retiring most of the debt inherited from its recent acquisition of Semler Scientific 💸"
X Link 2026-02-09T20:40Z [----] followers, [---] engagements
"$AMKR Amkor Technology Earnings Release 📈 EPS Beat: Q4 EPS of $0.69 vs consensus $0.43 a +43.8% surprise 💰 Revenue Strength: Q4 net sales $1.89B up 16% YoY exceeding expectations 🚀 Profit Growth: Q4 net income $172M up sharply from $106M last year 🧠 Advanced Packaging Momentum: Advanced products drove results reflecting strong demand in computing and AI-related markets 📊 Full-Year Results: FY2025 EPS $1.50 on revenue $6.71B both up YoY 🔮 Outlook: Q1 [----] guidance calls for EPS $0.18$0.28 on revenue $1.60$1.70B with elevated capex to support growth"
X Link 2026-02-09T21:06Z [----] followers, [---] engagements
"$CHGG Chegg Inc Earnings Release 📉 EPS Miss: Q4 loss of $0.30 per share vs consensus $0.11 loss a 500% surprise 💸 Revenue Decline: Q4 revenue $72.7M down 49% YoY slightly above estimates but sharply lower overall 🔻 Profitability Pressure: Q4 net loss $32.8M reflecting continued weakness in the core academic business 🎓 Business Mix Shift: Chegg Skilling revenue $17.7M up 11% YoY partially offsetting declines in Academic Services 📊 Full-Year Results: FY2025 revenue $376.9M (39% YoY) with net loss of $103.4M 🔮 Outlook: Q1 [----] gui https://twitter.com/i/web/status/2020968361979675031"
X Link 2026-02-09T21:09Z [----] followers, [---] engagements
"$UPWK Upwork Earnings Release 📈 EPS Beat: Q4 EPS of $0.36 vs consensus $0.31 a +5.9% surprise 💰 Revenue In Line: Q4 revenue of $198.35M meeting expectations 🧾 Profitability Solid: Non-GAAP results exceeded both consensus and whisper expectations 🔮 Q1 Outlook: Guides Q1 non-GAAP EPS of $0.26$0.28 on revenue $192$197M below current consensus 📊 Full-Year Guidance: [----] non-GAAP EPS $1.43$1.48 on revenue $835$850M broadly aligned with estimates 🌐 Business Focus: Continued leverage of Upworks global freelance marketplace amid evolving labor trends"
X Link 2026-02-09T21:12Z [----] followers, [---] engagements
"$GTM ZoomInfo Technologies Earnings Release 📈 EPS Beat: Q4 adjusted EPS of $0.32 vs consensus $0.28 a +6.7% surprise 💰 Revenue Growth: Q4 GAAP revenue $319.1M up 3% YoY and above expectations 📊 Strong Margins: Adjusted operating margin of 38% with adjusted operating income $122.6M 💵 Cash Flow Strength: Q4 unlevered free cash flow of $135.2M; FY2025 free cash flow $454.9M 🔁 Shareholder Returns: Repurchased 40.5M shares in 2025; board approved an additional $1B buyback 🔮 Outlook: FY2026 adjusted EPS guided to $1.10$1.12 on revenue of $1.247$1.267B signaling stable growth"
X Link 2026-02-09T21:17Z [----] followers, [---] engagements
"$ON onsemi Earnings Release 📉 EPS Miss (Whisper): Q4 non-GAAP EPS of $0.64 vs Whisper $0.65 (consensus $0.62) a 1.5% miss vs Whisper 💰 Revenue In Line: Q4 revenue of $1.53B essentially matching expectations but down 11% YoY 📊 Margins Compressed: Q4 non-GAAP gross margin 38.2% down sharply from 45.3% last year 💵 Cash Flow Strength: FY2025 free cash flow of $1.4B a record 24% FCF margin 🔁 Capital Return: Authorized a $6B share repurchase program over the next three years 🔮 Q1 Outlook: Non-GAAP EPS guided to $0.56$0.66 on revenue $1.44$1.54B signaling early signs of stabilization"
X Link 2026-02-09T21:22Z [----] followers, [---] engagements
"$SSD Simpson Manufacturing Earnings Release 📈 EPS Beat: Q4 EPS of $1.35 vs consensus $1.25 a +0.7% surprise 💰 Revenue Growth: Q4 net sales $539.3M up 4.2% YoY 📊 Margins: Q4 operating margin 13.9% down YoY due to higher operating expenses and tariffs 🧱 Full-Year Strength: FY2025 revenue $2.33B (+4.5% YoY) with EPS $8.24 🔁 Capital Returns: Repurchased $120M of stock in 2025; declared $0.29 quarterly dividend 🔮 [----] Outlook: Operating margin guided to 19.5%20.5% supported by pricing discipline and cost control https://twitter.com/i/web/status/2020972777440936297"
X Link 2026-02-09T21:27Z [----] followers, [---] engagements
"$SPOT Spotify Technology S.A. Earnings Release 🎧 Q4 EPS: $5.16 reported vs. $3.16 consensus a +61% earnings beat 💰 Revenue: $5.27B topping estimates of $5.16B 📈 Growth: Revenue up 16.6% YoY reflecting strong user monetization 🚀 Profitability: Earnings growth surged 175% YoY signaling margin expansion 🌍 Scale: Over 750M total users globally including 290M subscribers across [---] markets 🗣 Outlook Focus: Management highlighted continued momentum in subscriptions podcasts and audiobooks https://twitter.com/i/web/status/2021208330090271089 https://twitter.com/i/web/status/2021208330090271089"
X Link 2026-02-10T13:03Z [----] followers, [---] engagements
"$DDOG Datadog Inc. Earnings Release 📊 Q4 EPS: $0.59 vs. $0.55 consensus a solid earnings beat 💵 Revenue: $953.2M above estimates up 29% YoY 🚀 Profitability: Non-GAAP operating margin 24% strong cash generation with $291M free cash flow 🧑💼 Customers: [---] customers with $1M+ ARR up sharply YoY signaling enterprise strength 🧠 Innovation: Launched multiple AI-driven products including Bits AI SRE Agent and Data Observability 🔮 Outlook: FY [----] non-GAAP EPS guided to $2.08$2.16 on revenue of $4.06$4.10B https://twitter.com/i/web/status/2021209175909384507"
X Link 2026-02-10T13:06Z [----] followers, [---] engagements
"$FISV Fiserv Inc. Earnings Release 💳 Q4 EPS: $1.99 adjusted vs. $1.90 consensus a clear earnings beat 💰 Revenue: $5.28B well above estimates up 0.6% YoY 📊 Surprise: Revenue beat expectations by 6.7% driven by stronger-than-expected results 📉 Profitability: Adjusted EPS down 21% YoY reflecting margin pressure and transformation costs 🏦 Segments: Merchant Solutions grew while Financial Solutions saw modest decline 🔮 [----] Outlook: EPS guided to $8.00$8.30 with organic revenue growth of 13% https://twitter.com/i/web/status/2021210375329313192"
X Link 2026-02-10T13:11Z [----] followers, [---] engagements
"$RACE Ferrari N.V. Earnings Release 🏎 Q4 EPS: $2.49 vs. $2.44 consensus a slight earnings miss 💰 Revenue: $2.10B above estimates up 13.3% YoY 📈 Profitability: Full-year EBIT margin 29.5% up [---] bps YoY 💎 Demand: Order book extends through [----] supporting Ferraris disciplined exclusivity model 💶 Cash Flow: Industrial free cash flow 1.54B up 50% YoY 🔮 [----] Outlook: Revenue targeted at 7.5B with 39% EBITDA margin driven by strong product mix https://twitter.com/i/web/status/2021210554048618638 https://twitter.com/i/web/status/2021210554048618638"
X Link 2026-02-10T13:12Z [----] followers, [---] engagements
"$SPGI S&P Global Inc. Earnings Release 📊 Q4 EPS: $4.30 vs. $4.32 consensus a modest earnings miss 💰 Revenue: $3.92B slightly above estimates up 9.0% YoY 📉 Surprise: EPS missed expectations by 2.3% despite solid top-line growth 📈 Earnings Growth: EPS up 14% YoY reflecting operating leverage 🌐 Business Mix: Strength across credit ratings benchmarks and analytics offerings 🔍 Focus: Continued demand for data index products and ESG solutions supported growth https://twitter.com/i/web/status/2021210740510634364 https://twitter.com/i/web/status/2021210740510634364"
X Link 2026-02-10T13:12Z [----] followers, [---] engagements
"$AZN AstraZeneca PLC Earnings Release 💊 Q4 EPS: $1.06 vs. $2.18 consensus a sharp earnings miss (52%) 💰 Revenue: $15.50B below estimates up 4.1% YoY 📉 Surprise: EPS materially impacted by one-time items including royalty buyouts and cost pressures 📈 Underlying Growth: FY [----] total revenue +8% CER with strong performance in Oncology and Rare Disease 🧪 Pipeline: [--] positive Phase [--] readouts in [----] and over [---] Phase [--] trials ongoing 🔮 [----] Outlook: EPS guided at $10.31 with revenue of $61.1$64.0B implying continued growth momentum https://twitter.com/i/web/status/2021210929728201088"
X Link 2026-02-10T13:13Z [----] followers, [---] engagements
"$MAR Marriott International Inc. Earnings Release 🏨 Q4 EPS: $2.58 vs. $2.64 consensus a modest earnings miss (4.8%) 💰 Revenue: $6.69B in line with estimates up 4.1% YoY 📉 RevPAR: Worldwide RevPAR +1.9% with strong international growth (+6.1%) offset by flat U.S. & Canada 🌍 Growth Engine: Net rooms grew 4.3% in [----] with a record pipeline of 610K rooms 💵 Cash & Returns: $4.0B+ returned to shareholders in [----] via dividends and buybacks 🔮 [----] Outlook: EPS guided at $11.32$11.57 RevPAR growth 1.52.5% EBITDA growth 810% https://twitter.com/i/web/status/2021211117180039579"
X Link 2026-02-10T13:14Z [----] followers, [---] engagements
"$OSCR Oscar Health Inc. Earnings Release 📉 Q4 EPS: $1.24 vs. $0.84 consensus a larger-than-expected loss (48% miss) 💰 Revenue: $2.81B below expectations of $3.21B but up 17% YoY 🏥 Cost Pressure: Medical Loss Ratio 95.4% reflecting higher utilization and market morbidity 📊 Profitability: Adjusted EBITDA $308M in Q4 worsening YoY 👥 Membership: Reached 2.0M members at year-end driving top-line growth 🔮 [----] Outlook: Revenue guided at $18.7B$19.0B with positive operating income expected as margins improve https://twitter.com/i/web/status/2021211539265429678"
X Link 2026-02-10T13:15Z [----] followers, [---] engagements
"$DUK Duke Energy Corporation Earnings Release ⚡ Q4 EPS: $1.50 vs. $1.51 consensus a slight earnings miss (4.5%) 💰 Revenue: $7.94B above estimates up 7.9% YoY 📉 Earnings Trend: EPS down 9.6% YoY reflecting higher costs and prior-year comps 📊 Top-Line Strength: Revenue beat expectations by 3.9% driven by regulated utility growth 🔌 Business Mix: Stable performance across regulated electric and gas utilities 🔮 [----] Outlook: EPS guided at $6.55$6.80 in line with the $6.70 consensus https://twitter.com/i/web/status/2021212254780186662 https://twitter.com/i/web/status/2021212254780186662"
X Link 2026-02-10T13:18Z [----] followers, [---] engagements
"$GILT Gilat Satellite Networks Earnings Takeaway 🚀Headline results (Q4 2025): 📈 EPS: $0.20 vs $0.13 consensus +54% beat 💰 Revenue: $137.0M vs $135.0M est. modest beat 🔥 Revenue growth: +75% YoY ⚙ Adjusted EBITDA: $18.2M +50% YoYFull-year 2025: Revenue: $451.7M (+48% YoY) Adjusted EBITDA: $53.2M (record +26% YoY) Non-GAAP EPS: $0.64 (up from $0.49)2026 guidance (key bullish point): 📊 Revenue: $500$520M ( 13% growth at midpoint) 💵 Adjusted EBITDA: $61$66M ( 19% growth) 🏦 Net cash: $183M giving balance-sheet flexibilityWhat drove the beat: Strong execution across Defense In-Flight"
X Link 2026-02-10T13:20Z [----] followers, [---] engagements
"$DGX Quest Diagnostics Earnings Release 🧪 📊 EPS (Q4): $2.42 adjusted in line with expectations (consensus $2.35; whisper $2.42) 💰 Revenue (Q4): $2.81B +7.1% YoY modestly above estimates 📈 Full-year 2025: Revenue $11.04B (+11.8% YoY); adjusted EPS $9.85 (+10.3% YoY) 🔍 Volume trends: Requisition volume +8.5% YoY driven by organic growth and acquisitions 🧭 [----] guidance: Adjusted EPS $10.50$10.70 on revenue $11.70$11.82B both above current consensus 💵 Capital returns: Quarterly dividend raised 7.5% to $0.86/share strong operating cash flow $1.89B"
X Link 2026-02-10T13:21Z [----] followers, [---] engagements
"The market isnt doubting AI. Its doubting payback. I break down the $700B AI capex wave at Microsoft Google Amazon and Meta and what actually matters next for margins inference economics and real monetization. From GPUs profits. Who gets paid first (and why): 👇 https://substacktools.com/sharex/3OYrp68V https://substacktools.com/sharex/3OYrp68V"
X Link 2026-02-10T14:27Z [----] followers, [---] engagements
"$KO The Coca-Cola Company Earnings Call Key Highlights: (1/2) [--]. 🎯 Strategic Achievements Under Outgoing CEO Leadership 📈 Delivered 7% average organic revenue growth since [----] exceeding the long-term growth algorithm and marking a sustained return to top-line momentum. 🥤 Expanded the portfolio to [--] billion-dollar brands adding [--] new billion-dollar brands over the past decade with 75% now outside traditional sparkling soft drinks. 🌍 Strengthened system alignment with bottling partners advancing refranchising efforts and creating a virtuous cycle of higher returns and reinvestment. 💡"
X Link 2026-02-11T15:37Z [----] followers, [---] engagements
"$KO The Coca-Cola Company Earnings Call Key Highlights:(2/2)6. 🔄 Volume and Price/Mix Dynamics 📊 Fourth-quarter organic revenue grew 5% supported by 1% unit case volume growth and 4% underlying pricing. ⚖ Price/mix was impacted by approximately [--] points of unfavorable mix in Q4 due to geographic category and timing factors though neutral on a four-quarter basis. 📦 Concentrate shipments outpaced unit case growth by [--] points influenced by shipment timing and an extra day in the quarter. 🎯 For [----] management expects a more balanced contribution between volume and price with volume building"
X Link 2026-02-11T15:37Z [----] followers, [--] engagements
"$AZN AstraZeneca PLC Earnings Call Key Highlights: (1/2) [--]. 📈 Strong [----] Financial Performance and Growth Momentum 💰 Total revenue increased 8% at CER in [----] with product revenue up 10% reflecting sustained global demand for innovative medicines. 📊 Core EPS grew 11% in line with guidance supported by operating leverage and disciplined SG&A growth of just 3%. 🏭 Core gross margin held at 82% with Q4 impacted by $235 million in royalty buyouts while [----] is expected to be broadly flat to slightly higher. 💵 Operating cash flow rose 23% to $14.6 billion enabling continued pipeline"
X Link 2026-02-11T15:41Z [----] followers, [---] engagements
"$AZN AstraZeneca PLC Earnings Call Key Highlights: (2/2) [--]. ⚖ Weight Management and Cardiometabolic Strategy 💊 Oral GLP-1 candidate elecoglipron met primary endpoints in Phase IIb obesity and diabetes trials and will advance into Phase III in [----]. 🏃 Management emphasized competitive monotherapy efficacy not reliance on combination therapy as justification for Phase III advancement. 🔄 Broader portfolio includes dual GLP-1/glucagon amylin receptor agonists long-acting injectables and combination strategies with SGLT2 inhibitors. 🌍 Cardiometabolism viewed as a foundational long-term growth"
X Link 2026-02-11T15:41Z [----] followers, [--] engagements
"$SPOT Spotify Technology S.A. Earnings Call Key Highlights: (1/2) [--]. 🚀 Record User Growth and Engagement Momentum 📈 Q4 delivered the highest quarterly MAU net additions in company history bringing total users to over [---] million globally. 🎧 Wrapped engagement reached record levels with 300+ million users participating (+20%) and 630+ million social shares (+42%). 📅 Day [--] of Wrapped marked the highest single day of subscriber intake in Spotifys history. 🔁 Enhanced free tier improvements and higher engagement are driving conversion strength and continued healthy subscriber growth into"
X Link 2026-02-11T15:44Z [----] followers, [---] engagements
"$SPOT Spotify Technology S.A. Earnings Call Key Highlights: (2/2) [--]. 🛠 AI-Driven Product Velocity and Engineering Transformation ⚙ Internal AI tools like Honk allow engineers to generate and deploy code via natural language significantly increasing development speed. 🚀 Senior engineers report transitioning from writing code to supervising AI-generated code since late [----] advancements. 📈 Management expects software output to increase dramatically as AI reduces coding friction with planning and synchronization becoming more critical. 🔄 Spotify believes AI will drive aggregation toward"
X Link 2026-02-11T15:45Z [----] followers, [--] engagements
"@JayTC53 @ShawnRyan762 @ComicDaveSmith Thomas Massie forced them. nothing would be out without Massie"
X Link 2026-02-11T20:41Z [----] followers, [---] engagements
"We are already turning into a marxos countey as it is you fanatical idiot. what do you think taking 25% from Nvidia sales is. what do you think giving money to farmers is. what do you think taking share in public companies is dude pay attention . you do not even know what capitalism really is we are becoming china as it is"
X Link 2026-02-12T15:52Z [----] followers, [--] engagements
"Luxury isnt slowing. Its splitting. Herms prints 40%+ margins while LVMH and Kering fight operating deleverage China uncertainty and aspirational fatigue. This isnt a cycle anymore its a structural bifurcation. Heres the full deep-dive 👇 https://substacktools.com/sharex/7joaiEQZ https://substacktools.com/sharex/7joaiEQZ"
X Link 2026-02-13T14:40Z [----] followers, [---] engagements
"$TSCO Tractor Supply Company Earnings Release 💰 Earnings Miss: Q4 EPS of $0.43 fell short of consensus $0.46 a 10.4% downside miss 📊 Revenue Miss: Revenue of $3.90B missed estimates of $4.02B (3.0% shortfall) 📈 Top-Line Growth: Revenue still grew 3.3% YoY driven by new store openings and modest comps 📉 Earnings Pressure: EPS declined 2.3% YoY reflecting higher SG&A and margin pressure 🔮 [----] Outlook: EPS guidance of $2.13$2.23 and revenue of $16.15B$16.46B both below current consensus 🏪 Operating Trends: Essential categories remained resilient while discretionary demand softened"
X Link 2026-01-29T13:50Z [----] followers, [---] engagements
"$PM Philip Morris International Inc. Earnings Call Key Highlights: (1/2) Smoke-Free Transformation and Strategic Momentum 🔄 The company reinforced that the global shift from combustible cigarettes to smoke-free alternatives is a lasting structural trend with PMI maintaining category leadership and delivering a fifth consecutive year of positive total volumes. 🌱 Smoke-free products accounted for 41.5% of total net revenues in [----] nearing $17 billion while smoke-free gross profit contribution doubled over five years to 43% of total gross profit. 🌍 PMI expanded its smoke-free footprint to"
X Link 2026-02-09T13:40Z [----] followers, [---] engagements
"$ACM AECOM Earnings Release 📉 EPS Miss: Q1 fiscal EPS of $1.29 vs consensus $1.41 a 7.9% surprise 💰 Revenue Below Estimates: Revenue of $3.83B down 5% YoY and below expectations 📊 Adjusted Performance Solid: Adjusted EPS $1.29 (2% YoY) with adjusted EBITDA up 6% to $287M 📚 Backlog Strength: Total backlog rose 9% YoY to a record $26.0B supported by a 1.5x book-to-burn 🔁 Capital Returns: Returned $340M+ to shareholders; board increased share repurchase authorization to $1B 🔮 Guidance Raised: FY2026 adjusted EPS now $5.85$6.05 up from prior outlook despite near-term EPS miss"
X Link 2026-02-09T21:13Z [----] followers, [---] engagements
"AI isnt just a compute story anymore its a power story. After decades of flat electricity demand AI data centers are triggering a structural surge in load that grids generation and equipment simply cant scale fast enough. In my new deep-dive I explain why energy infrastructure (nuclear gas grid & equipment) may be the real picks and shovels of the AI cycle and where earnings visibility is strongest over the next [---] years. ⚡📈 https://substacktools.com/sharex/td7o2f_G https://substacktools.com/sharex/td7o2f_G"
X Link 2026-02-11T14:02Z [----] followers, [---] engagements
"The GOAT The good news is the system is going away. Ron Paul looks back at [--]. (0:00) Monologue (23:59) Is America Going Bankrupt (25:50) Why Haven't America's Gold Reserves Been Audited (35:27) Who Are the Truth Tellers in Washington (40:33) Have Any of These Foreign Wars Made https://t.co/IPROa1yfCa The good news is the system is going away. Ron Paul looks back at [--]. (0:00) Monologue (23:59) Is America Going Bankrupt (25:50) Why Haven't America's Gold Reserves Been Audited (35:27) Who Are the Truth Tellers in Washington (40:33) Have Any of These Foreign Wars Made https://t.co/IPROa1yfCa"
X Link 2026-02-12T08:52Z [----] followers, [---] engagements
"$TRIP Tripadvisor Inc Earnings Release 📉 EPS Miss: Reported $0.04 EPS vs. $0.13 consensus a 60% earnings miss; down 69.2% YoY 💰 Revenue Slightly Light: $411M revenue vs. $413.5M expected (0.6% surprise); 0% YoY growth 📊 Profitability Pressure: Significant earnings decline despite flat revenue performance 🌍 Business Overview: Operates global travel platforms including Tripadvisor Viator and TheFork 📡 Investor Update: Q4 and full-year [----] results available on IR site; conference call webcast accessible online https://twitter.com/i/web/status/2021937982580658263"
X Link 2026-02-12T13:22Z [----] followers, [---] engagements
"AVNT (AVNT) - Revenue: $760.6M ($3260.2M YTD) - Gross Margin: 32.3% (32.5% YTD) - Operating Income: $73.0M ($362.8M YTD) - Adjusted Operating Income: $73.0M ($362.8M YTD) 9.6% of sales (11.1% YTD) - EBITDA: $94.4M ($396.2M YTD)"
X Link 2026-02-12T16:31Z [----] followers, [--] engagements
"- Adjusted EBITDA: $118.1M ($544.6M YTD) 15.5% of sales (16.7% YTD) - Net Income: $17.2M ($83.6M YTD)"
X Link 2026-02-12T16:31Z [----] followers, [--] engagements
"PCG-PX (PCG-PX) - EPS: $1.36 (+20%) - Non-GAAP Core EPS: $1.36 - Statutory tax rate: 27.98% - Wildfire Fund asset amortization costs: $(81M) pretax $(58M) post-tax for Q4 2025; $(352M) pretax $(254M) post-tax for FY [----] - SB [---] securitization regulatory asset and liability adjustments: $4M benefit pretax $3M benefit post-tax for Q4 2025; $(36M) cost pretax $(26M) cost post-tax for FY [----] - Customer bill credits tax benefits: $5M pretax $5M post-tax for Q4 and FY [----] - Wildfire-related costs net of recoveries: $(7M) pretax $(5M) post-tax for Q4 2025; $(135M) pretax $(97M) post-tax for"
X Link 2026-02-12T16:33Z [----] followers, [--] engagements
"$ANET Arista Networks Earnings Release 📈 EPS Beat: Q4 non-GAAP EPS of $0.82 vs. $0.76 consensus (+2.5% surprise); up from $0.66 YoY. GAAP EPS was $0.75. 💰 Strong Revenue Growth: Q4 revenue $2.49B (+28.9% YoY +7.8% QoQ) above $2.37B estimate; FY2025 revenue reached $9.01B (+28.6% YoY). 🚀 Profitability Milestone: Q4 non-GAAP net income $1.05B (first time surpassing $1B in a quarter); non-GAAP operating margin 47.5%. 📊 Margins: Q4 GAAP gross margin 62.9% (vs. 63.8% YoY); non-GAAP gross margin 63.4%. FY non-GAAP gross margin held steady at 64.6%. 🧠 AI & Product Momentum: Highlighted AI"
X Link 2026-02-12T21:14Z [----] followers, [----] engagements
"$RIVN Rivian Automotive Earnings Release 📉 EPS Beat (Narrower Loss): Q4 loss of ($0.66) per share vs. ($0.83) consensus a 12% beat; improved from ($0.70) YoY. 💵 Revenue: Q4 revenue $1.29B vs. $1.26B est.; down from $1.73B YoY due to lower regulatory credit sales and fewer deliveries. FY2025 revenue $5.39B (+8% YoY). 🟢 Gross Profit Positive: Q4 consolidated gross profit $120M (9% margin). FY2025 gross profit $144M a $1.3B+ improvement vs. FY2024 loss. 🚗 Production & Deliveries: Q4 produced [-----] vehicles delivered [----]. FY2025 deliveries totaled [-----] vehicles. 🧠 Software Surge: Q4"
X Link 2026-02-12T21:16Z [----] followers, [---] engagements
"$TOST Toast Inc Earnings Release ❌ EPS Miss: Q4 EPS of $0.16 vs. $0.24 consensus (missed by 38%); still up sharply YoY from $0.05. 💵 Revenue Beat: Q4 revenue $1.63B (+22% YoY) vs. $1.62B est.; FY2025 revenue $6.15B (+24% YoY). 📈 Profitability Expansion: Q4 GAAP net income $101M (vs. $33M YoY); Adjusted EBITDA $163M (34% margin). FY net income $342M vs. $19M last year. 🧾 Platform Growth: ARR surpassed $2.0B (+26% YoY); total locations [------] (+22% YoY); Q4 GPV $51.4B (+22% YoY). 💰 Strong Cash Flow: Q4 free cash flow $178M; FY2025 FCF $608M (nearly 2x YoY). Board authorized additional $500M"
X Link 2026-02-12T21:17Z [----] followers, [---] engagements
"$BROS Dutch Bros Q4 & FY2025 Earnings Snapshot ✅ Big EPS Beat: Q4 EPS $0.17 vs. $0.08 consensus (+54.5% surprise); +240% YoY growth. 📈 Revenue Strength: Q4 revenue $443.6M up 29.4% YoY (vs. $426.5M est.). 🚀 Same-Store Sales: System SSS: +7.7% (transactions +5.4%) Company-operated SSS: +9.7% (transactions +7.6%) 19th consecutive year of positive comps. 💰 Profitability Expansion: Q4 net income: $29.2M (vs. $6.4M last year) Adjusted EBITDA: $72.6M (+48.8% YoY) EBITDA margin: 16.4% 📊 Full-Year [----] Highlights Revenue: $1.64B (+27.9% YoY) Net income: $117.3M (vs. $66.5M in 2024) Adjusted"
X Link 2026-02-12T21:19Z [----] followers, [---] engagements
"$AMAT Applied Materials Q1 FY2026 Earnings Snapshot ✅ EPS Beat: Non-GAAP EPS $2.38 vs. $2.19 consensus (+5.8% surprise); flat YoY. 📊 Revenue Beat: $7.01B vs. $6.86B est. (+2.2%) though down 2% YoY. 💰 Margins: GAAP gross margin: 49.0% Non-GAAP gross margin: 49.1% Non-GAAP operating margin: 30.0% 🚀 Segment Highlights Semiconductor Systems Revenue: $5.14B (down YoY) Record DRAM revenue Gross margin: 54.3% AI-driven demand in leading-edge logic HBM advanced packaging Applied Global Services (AGS) Revenue: $1.56B (up YoY) Record services & spares revenue Operating margin: 28.1% (improving"
X Link 2026-02-12T21:21Z [----] followers, [---] engagements
"$MRNA Moderna Inc Earnings Release 📊 Q4 EPS: $(2.11) vs. $(2.60) est. beat by 4.1%; net loss $(826M) improved from $(1.1B) YoY 💰 Q4 Revenue: $678M vs. $663.6M est. +2.2% surprise but -29.8% YoY on lower COVID vaccine sales 📉 Cost Discipline: Q4 R&D $775M (-31% YoY); SG&A $308M (-12% YoY); FY operating expenses down sharply 📅 FY 2025: Revenue $1.9B (-40% YoY); net loss $(2.8B); EPS $(7.26) vs. $(9.28) last year 🔮 [----] Outlook: Targeting up to 10% revenue growth ($2.14B) with 50/50 U.S.-international mix; R&D $3.0B; year-end cash projected $5.5$6.0B 🧪 Pipeline Updates: Flu vaccine filings"
X Link 2026-02-13T14:31Z [----] followers, [---] engagements
"COLB (COLB) - Dividend Amount: $0.37 per common share - Payable Date: March [--] [----] - Record Date: February [--] 2026"
X Link 2026-02-13T19:09Z [----] followers, [--] engagements
"RT @AaronParnas: BREAKING: One Epstein survivor tells me this evening that this letter released by the Department of Justice is "missing a"
X Link 2026-02-15T01:49Z [----] followers, [----] engagements
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