Broadcom has beaten EPS estimates in each of the last eight quarters, and Polymarket crowd odds currently sit at 95.85% in favor of a beat. Last quarter was strong on paper. Broadcom reported Q4 FY2025 revenue of $18.02B, beating estimates by 2.63%, with AI semiconductor revenue up 74% year over year.
Last quarter, SoundHound posted revenue of $42.05 million, up 68% year-over-year, and beat the non-GAAP EPS consensus by a wide margin, coming in at -$0.03 versus the -$0.09 estimate. Management followed that with a raised full-year revenue guide of $165 to $180 million.
"As we anticipated on our last call, we did expect to lean in more heavily to the offering of 3.99% [mortgage rate buydown]," said Jessica Hansen, D.R. Horton's senior vice president of investor relations. "That is something that we've been doing, and we saw the mortgage rate in our backlog come down. It's actually below 5% today coming into this quarter."