Latest Stories
Stocks making big moves yesterday: DoorDash, Chegg, Noodles, Red Robin, and DraftKings
Check out the companies making headlines yesterday:
MDB Q3 Deep Dive: Atlas Growth and AI Positioning Drive Outperformance
Database platform company MongoDB (NASDAQ:MDB) reported Q3 CY2025 results beating Wall Street’s revenue expectations, with sales up 18.7% year on year to $628.3 million. On top of that, next quarter’s revenue guidance ($667.5 million at the midpoint) was surprisingly good and 6.5% above what analysts were expecting. Its non-GAAP profit of $1.32 per share was 66.2% above analysts’ consensus estimates.
The Top 5 Analyst Questions From Analog Devices’s Q3 Earnings Call
Analog Devices delivered a quarter that surpassed Wall Street’s expectations, with management attributing these results to robust demand across all key end markets, particularly industrial, automotive, and communications. CEO Vincent Roche cited the company’s focus on research and development and success in capturing value from new products as core contributors to the performance. Roche highlighted that “AI, automation, and the drive for efficient energy management” were among the most powerful forces behind growth, with industrial and data center segments performing especially well.
5 Must-Read Analyst Questions From Zscaler’s Q3 Earnings Call
Zscaler's third quarter results were met with a negative market reaction despite the company exceeding Wall Street's expectations for both revenue and adjusted earnings per share. Management highlighted the acceleration of growth across its three key pillars—AI security, Zero Trust Everywhere, and Data Security Everywhere. CEO Jay Chaudhry attributed the quarter’s performance to robust demand for the company’s AI-focused offerings and the rapid adoption of its Zero Trust platform. He emphasized that “ARR from these three growth pillars accelerated in the quarter,” underlining their importance to Zscaler’s ongoing momentum.
5 Must-Read Analyst Questions From Workday’s Q3 Earnings Call
Workday’s third quarter saw management attribute growth to continued adoption of its AI-driven products, robust customer wins across key industries, and expansion into international markets. Despite exceeding Wall Street’s revenue and profit expectations, the market responded negatively, which management linked to investor concerns about the durability of subscription growth and the integration of recent acquisitions. CEO Carl Eschenbach highlighted that over three-quarters of net new deals included AI capabilities and that momentum in large enterprise and public sector wins was a primary driver of the quarter’s results.
5 Revealing Analyst Questions From Abercrombie and Fitch’s Q3 Earnings Call
Abercrombie & Fitch’s third quarter results were met with a positive market reaction, driven by strong momentum at Hollister and resilient performance across core categories despite margin compression. Management credited double-digit growth in the Hollister brand, successful brand collaborations, and disciplined inventory management as key drivers. CEO Fran Horowitz noted, “Our traffic is positive. Our customer file continues to grow. We're seeing nice engagement in our digital and stores channels.” The company also highlighted the effectiveness of targeted marketing and product launches, particularly in women’s and seasonal categories.
The 5 Most Interesting Analyst Questions From Dell’s Q3 Earnings Call
Dell’s third quarter was characterized by robust demand for AI servers and continued operational discipline, with management highlighting accelerated order momentum and improved profitability in key segments. CEO Jeff Clarke pointed to an "all-time high in AI server orders" and emphasized the company's ability to deploy large-scale AI infrastructure rapidly. Growth in the Infrastructure Solutions Group and stable performance in commercial PCs contributed to the overall results, while improved storage margins and double-digit international growth in commercial PCs further supported performance.
The 5 Most Interesting Analyst Questions From Petco’s Q3 Earnings Call
Petco’s third quarter drew a positive market response, reflecting management’s focus on operational discipline and foundational improvements. CEO Joel Anderson credited enhanced retail fundamentals and disciplined expense management for driving better profitability, despite a year-on-year sales decline. The company’s strategy to streamline operations included shifting away from unprofitable sales and strengthening in-store execution. CFO Sabrina Simmons highlighted an expanding operating margin and improved cash flow, stating, “Savings were achieved across the board, in especially in G&A areas,” while also noting that marketing spend remained flat. This disciplined approach supported a notable increase in adjusted EBITDA and free cash flow.
5 Revealing Analyst Questions From Urban Outfitters’s Q3 Earnings Call
Urban Outfitters delivered a robust third quarter, with management citing broad-based sales growth across all its brands and geographies as key drivers. Strong store and digital traffic, particularly at the Urban Outfitters and Free People brands, fueled higher transaction volumes and improved profitability. Co-President Frank Conforti attributed the performance to lower markdowns, effective marketing investments, and notable momentum in the Nuuly rental business, which saw subscriber growth of over 40%. CEO Dick Hayne emphasized that "all brands produced positive comps across all geographies this quarter," underscoring the strength of the company’s diversified business model.
Dick's’s Q3 Earnings Call: Our Top 5 Analyst Questions
Dick’s Sporting Goods’ third quarter was marked by a combination of robust results in its core business and underperformance from the newly acquired Foot Locker segment. While sales and comparable store growth at Dick’s banners continue to benefit from strong product assortment and omnichannel execution, management acknowledged that Foot Locker’s operational missteps and excess inventory weighed heavily on profitability. Executive Chairman Ed Stack described Foot Locker’s situation as “straying from retail 101,” emphasizing the need for aggressive cleanup and store portfolio optimization to stabilize the business.