#revenue-growth

#revenue-growth

Disney beat earnings expectations this morning but missed on revenue, a split result that underscores the tension between the company's recovery momentum and its struggle to grow the top line. Adjusted EPS came in at $1.11 versus the $1.06 estimate, while revenue landed at $22.46 billion against a $22.98 billion expectation. The stock was trading near $116 at filing. The bright spot was Parks and Experiences, where operating income climbed 13% year over year on strong domestic and international performance.

Experian plc is a global data and technology company that operates across various sectors, including financial services, healthcare, and automotive, providing solutions like fraud prevention and digital marketing. In its latest earnings report for the first half of 2025, Experian reported strong financial performance, with a 12% increase in total revenue and a 14% rise in Benchmark EBIT from ongoing activities.

We're still a value to our consumers when people are pulling back and being more choiceful with their spending,

Revenue climbed 27% year-over-year to $3.45B, clearing the $3.36B consensus estimate by roughly $90M. That growth rate outpaced rival Uber's 18% quarterly expansion, signaling stronger order momentum in the core delivery business. The problem? Earnings per share came in at $0.55, missing the $0.68 estimate by 19%. GAAP net income of $244M also declined sequentially from $285M in Q2, a red flag that profitability may be plateauing after months of steady improvement.

American Superconductor (NASDAQ: AMSC) reported FY26 Q2 earnings after market close on Nov. 5, delivering a fifth consecutive quarter of profitability. Revenue reached $65.9M, up more than 20% year over year, though GAAP earnings per share declined slightly to $0.11 from $0.13 in the prior year period. The stock closed at $59.55 ahead of the report, reflecting investor confidence in the company's ongoing turnaround from years of losses, but shares of AMSC fell by as much as 20% in after hours trading.

What makes the miss particularly jarring is the underlying business strength visible through June. Revenue reached $218.7 million in Q2, up 13.6% year over year. Net income hit $37.0 million with a 15.2% profit margin. Operating margin stood at a healthy 16.3%. The company was printing money. Something shifted between the end of Q2 and the close of Q3, but management commentary on the miss has not yet been fully detailed.

MNTN, Inc., a leading technology platform in the Connected TV advertising sector, is revolutionizing how brands approach television advertising by making it as measurable and performance-driven as digital marketing. The company reported a strong third quarter for 2025, with revenue increasing by 31% year-over-year to $70 million, and a significant improvement in gross margin to 79%. MNTN also achieved a positive net income of $6.4 million, a notable turnaround from a net loss in the previous year.

Revenue reached $1.63 billion, beating the $1.59 billion consensus by 2.8% and climbing 25.1% year over year. Gross profit jumped 34.2% to $432 million, and the company added approximately 7,500 net new locations to reach 156,000 globally. Annual recurring revenue (ARR) surpassed $2.0 billion, up 30% from the prior year. The operational metrics paint a picture of a business firing on most cylinders.

Revenue climbed 71% year over year, and loan originations surged 80% to $2.9B. The company returned to GAAP profitability with net income of $31.81M, compared to a $6.76M loss in Q3 2024. Adjusted EBITDA expanded dramatically to $71.16M from $1.41M, representing a 26% margin. Fee revenue, a key metric for the platform's core lending operations, grew 54% year over year to $259M. Over 90% of loans processed through the platform are now fully automated, reflecting the maturation of Upstart's AI credit decisioning model.

The Switch 2's popularity has exceeded even Nintendo's anticipations, with the company raising its sales forecast for the console by more than 25 percent. In its latest earnings release, covering April 1st to September 30th, Nintendo now predicts that it'll sell 19 million Switch 2 units by March 2026, compared to its previous forecast of 15 million. The Japanese gaming giant reports that 10.36 million Switch 2 consoles have been sold so far following its launch in June,

Amkor's advanced packaging segment was a big plus this quarter, setting a new revenue record at $1.68 billion. The company achieved a 31% sequential revenue increase from Q2, a steep production ramp that underscores persistent demand from major customers in communications and computing end markets. Both segments posted record revenue this quarter, signaling broad-based strength rather than concentration in a single area.

Rambus ( NASDAQ: RMBS) reported Q3 2025 earnings after the close, beating Wall Street expectations on both the top and bottom lines. Revenue came in at $179.5 million, above the $175.7 million consensus estimate, representing 22.7% year-over-year growth.Non-GAAP earnings per share were $0.63, matching analyst expectations and maintaining Rambus's multi-quarter streak of consistent execution. Revenue Growth Outpaces Profit Pressure Rambus's performance was driven by robust product sales and licensing momentum.

CVS Health reported third-quarter results this morning that beat adjusted earnings expectations but delivered a mixed message on operations and cash flow. Adjusted EPS came in at $1.60, well above the $1.37 consensus estimate. Revenue reached $102.87 billion, topping the $98.85 billion expectation and books sales grew 7.8% year over year as all three of its business segments grew. Yet the stock barely moved in after-hours trading, settling near $82.40.

If any technology firm could be described as a darling of the financial markets, it would be NVIDIA ( NASDAQ:NVDA). Without a doubt, NVIDIA has become the gold standard of artificial intelligence (AI) chip and graphics processing unit (GPU) designers. While NVDA stock currently trades near $200, people are already targeting $250 and up. The market's overall sentiment surrounding NVIDIA is bullish,

Total Revenue -- $562 million, up 31% year over year for Q3 2025, with U.S. revenue comprising 58% (up 31%), EMEA at 27% (up 26% year over year), and APAC at 15% (up 43% year over year). Large Customers -- 4,009 customers spending over $100,000 annually as of Q3 2025, a 23% increase year over year, now contributing 73% of revenue, up from 67% in the third quarter last year.

Total Revenue -- $562 million, up 31% year over year for Q3 2025, with U.S. revenue comprising 58% (up 31%), EMEA at 27% (up 26% year over year), and APAC at 15% (up 43% year over year). Large Customers -- 4,009 customers spending over $100,000 annually as of Q3 2025, a 23% increase year over year, now contributing 73% of revenue, up from 67% in the third quarter last year.

We see little reason for concern around Meta's stock given the company's exceptionally strong operating performance, robust financial health, and continued leadership in digital advertising. Meta's transformation into an AI-driven advertising powerhouse-anchored by Instagram's growing dominance and massive infrastructure investments-underpins our confidence. Overall, while the stock trades at a premium valuation, we view it as fairly priced given its strength and momentum.

The Silicon Valley startup, which builds technology to help people build apps and websites with AI, expects to surpass $1 billion in revenue by next year, its CEO and founder Amjad Masad told Business Insider. That's about four times as much as the $240 million in annual sales that Replit is now generating, Masad added. Masad disclosed the updated projections after Business Insider obtained a leaked memo for investors from this summer, showing it projected $1 billion by the end of 2027.

Bank payment company GoCardless has recorded its first EBITDA positive quarter on an adjusted basis, operating in the black in the final three months of FY25 (April to June 2025). The result reflects strong cost discipline and a sustained growth trajectory, positioning the company for long-term financial sustainability. This milestone follows strong financial results in FY24, where GoCardless reported a 38% increase in revenue to £127m and a 55% reduction on losses, down to £35m.

However, after revenue increased to €994m, ($1.16 billion) up €100m ($116m) on the previous year, Barça said the results continue the "consolidation of the club's economic recovery" following years of financial struggles. The main factors for the rise in turnover are attributed to a new agreement with Nike, a boost in merchandising sales, improved results on the pitch and higher attendances at the Olympic Stadium.

The strategy, called Every Rose: Our Time, includes the goal of becoming the first England team to win back-to-back Rugby World Cups, and getting 100,000 women and girls playing the game across the country by 2030, up from the 60,000 who participate now. English rugby's governing body is also aiming to double its revenues from the women's game to 60m so it can invest more in the grassroots, and to have 3 million Red Roses fans.

When the company reported Q2 earnings on Aug. 4, it announced that revenues saw year-over-year growth of 48% and topped $1 billion in quarterly revenue for the first time ever, while U.S. government revenues rose 53% from the year-ago period to $426 million. Palantir beat on earnings with 16 cents per share versus Wall Street's expectations of 14 cents per share. The company also upped its full-year guidance, forecasting revenues between $4.142 billion and $4.150 billion, up from its previous forecast of $3.89 billion to $3.90 billion.

So far this year, the stock is up more than 143%, and since its October 2022 IPO, PLTR has surged an eye-catching 1,890%. In September, it was reported that the company agreed to a £1.5 billion defense deal with the U.K. That comes not he back of an announcement in early August that the U.S. Army is consolidating 75 contracts into a single 10-year arrangement with Palantir valued at $10 billion.