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Reflecting On Consumer Internet Stocks’ Q3 Earnings: Expedia (NASDAQ:EXPE)
Looking back on consumer internet stocks’ Q3 earnings, we examine this quarter’s best and worst performers, including Expedia (NASDAQ:EXPE) and its peers.
1 Small-Cap Stock with Exciting Potential and 2 We Ignore
Small-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings. However, these businesses (and their stock prices) often stay small because their subscale operations make it harder to expand their competitive moats.
2 S&P 500 Stocks Worth Investigating and 1 We Brush Off
The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.
2 Software Stocks to Own for Decades and 1 We Brush Off
Software is eating the world, and virtually no business is left untouched by it. In the past, the undeniable tailwinds fueling SaaS companies led to lofty valuation multiples that made it easier to raise capital. But this was a double-edged sword as the high prices exposed them to big drawdowns, and unfortunately, the industry has tumbled by 2.6% over the last six months. This drawdown is a stark contrast from the S&P 500’s 14.3% gain.
5 Insightful Analyst Questions From Deere’s Q3 Earnings Call
Deere’s third quarter results were met with a negative market reaction, as the company’s revenue growth fell short of Wall Street expectations despite higher year-over-year sales. Management attributed the underperformance to increased production costs, notably from tariffs, and margin pressures across core segments. CEO John May acknowledged, “We delivered over $5 billion in net income, but this was achieved amid significant challenges, including heightened uncertainty and a rapidly changing business environment.” The quarter also saw management emphasize ongoing cost control efforts and progress in reducing used equipment inventories, but acknowledged that these actions could not fully offset the impact of external headwinds.
BOX Q3 Deep Dive: AI-Powered Workflow Expansion Drives Customer Upgrades Amid Cautious Market Response
Cloud content management platform Box (NYSE:BOX) reported Q3 CY2025 results topping the market’s revenue expectations, with sales up 9.1% year on year to $301.1 million. The company expects next quarter’s revenue to be around $304 million, close to analysts’ estimates. Its non-GAAP profit of $0.31 per share was in line with analysts’ consensus estimates.
CRWD Q3 Deep Dive: AI Security Demand and Platform Expansion Shape Outlook
Cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) reported Q3 CY2025 results exceeding the market’s revenue expectations, with sales up 22.2% year on year to $1.23 billion. The company expects next quarter’s revenue to be around $1.30 billion, close to analysts’ estimates. Its non-GAAP profit of $0.96 per share was 2% above analysts’ consensus estimates.
GTLB Q3 Deep Dive: AI Adoption, New Platform Launch, and Market Headwinds
DevSecOps platform provider GitLab (NASDAQ:GTLB) reported Q3 CY2025 results exceeding the market’s revenue expectations, with sales up 24.6% year on year to $244.4 million. The company expects next quarter’s revenue to be around $251.5 million, close to analysts’ estimates. Its non-GAAP profit of $0.25 per share was 24% above analysts’ consensus estimates.
ASAN Q3 Deep Dive: AI-Driven Product Expansion and Operational Discipline Shape Outlook
Work management platform Asana (NYSE:ASAN) reported Q3 CY2025 results beating Wall Street’s revenue expectations, with sales up 9.3% year on year to $201 million. Guidance for next quarter’s revenue was better than expected at $205 million at the midpoint, 0.8% above analysts’ estimates. Its non-GAAP profit of $0.07 per share was in line with analysts’ consensus estimates.
OKTA Q3 Deep Dive: New Product Adoption and AI Security Drive Strategic Shifts
Identity management company Okta (NASDAQ:OKTA) reported Q3 CY2025 results beating Wall Street’s revenue expectations, with sales up 11.6% year on year to $742 million. Guidance for next quarter’s revenue was better than expected at $749 million at the midpoint, 1.6% above analysts’ estimates. Its non-GAAP profit of $0.82 per share was 8.4% above analysts’ consensus estimates.