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TSLX Q4 Deep Dive: Market Volatility and Strategic Investment Drive Near-Term Uncertainty
Business development company Sixth Street Specialty Lending (NYSE:TSLX) beat Wall Street’s revenue expectations in Q4 CY2025, but sales fell by 12.5% year on year to $108.2 million. Its non-GAAP profit of $0.62 per share was 23.3% above analysts’ consensus estimates.
RYAN Q4 Deep Dive: Margin Pressures and Project Empower Take Center Stage
Insurance specialty broker Ryan Specialty (NYSE:RYAN) fell short of the market’s revenue expectations in Q4 CY2025, but sales rose 13.2% year on year to $751.2 million. Its non-GAAP profit of $0.45 per share was 8.3% below analysts’ consensus estimates.
ABNB Q4 Deep Dive: Product Innovation and Global Expansion Drive Momentum
Online accommodations platform Airbnb (NASDAQ:ABNB) announced better-than-expected revenue in Q4 CY2025, with sales up 12% year on year to $2.78 billion. Guidance for next quarter’s revenue was optimistic at $2.61 billion at the midpoint, 3% above analysts’ estimates. Its non-GAAP profit of $0.56 per share was 14.3% below analysts’ consensus estimates.
CART Q4 Deep Dive: Multi-Engine Growth Accelerates Amid Expanding Grocery Tech Partnerships
Online grocery delivery platform Instacart (NASDAQ:CART) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 12.3% year on year to $992 million. Its non-GAAP profit of $0.97 per share was 2.8% above analysts’ consensus estimates.
YELP Q4 Deep Dive: AI Investments and Margin Pressures Shape Outlook
Local business platform Yelp (NYSE:YELP) met Wall Street’s revenue expectations in Q4 CY2025, but sales were flat year on year at $360 million. On the other hand, the company’s full-year revenue guidance of $1.47 billion at the midpoint came in 2.8% below analysts’ estimates. Its non-GAAP profit of $0.89 per share was 1.3% below analysts’ consensus estimates.
FROG Q4 Deep Dive: Security and AI Tailwinds Propel JFrog’s Software Supply Chain Platform
Software supply chain platform JFrog (NASDAQ:FROG) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 25.2% year on year to $145.3 million. Guidance for next quarter’s revenue was optimistic at $147 million at the midpoint, 2.4% above analysts’ estimates. Its non-GAAP profit of $0.22 per share was 16.2% above analysts’ consensus estimates.
TOST Q4 Deep Dive: AI Tools and New Markets Support Steady Growth, Margin Pressures Ahead
Restaurant technology platform Toast (NYSE:TOST) announced better-than-expected revenue in Q4 CY2025, with sales up 22% year on year to $1.63 billion. Its non-GAAP profit of $0.27 per share was 12.9% above analysts’ consensus estimates.
RIVN Q4 Deep Dive: Mass Market Launch and Software Growth Take Center Stage
Electric vehicle manufacturer Rivian (NASDAQ:RIVN) reported Q4 CY2025 results exceeding the market’s revenue expectations, but sales fell by 25.8% year on year to $1.29 billion. Its non-GAAP loss of $0.53 per share was 21% above analysts’ consensus estimates.
BFAM Q4 Deep Dive: Strong Back-Up Care Growth and Center Rationalization Shape Outlook
Child care and education company Bright Horizons (NYSE:BFAM) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 8.8% year on year to $733.7 million. On the other hand, the company’s full-year revenue guidance of $3.1 billion at the midpoint came in 0.6% below analysts’ estimates. Its non-GAAP profit of $1.15 per share was 2.5% above analysts’ consensus estimates.
ROKU Q4 Deep Dive: Platform Monetization, AI Integration, and Global Expansion Drive Results
Streaming TV platform Roku (NASDAQ: ROKU) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 16.1% year on year to $1.39 billion. Guidance for next quarter’s revenue was optimistic at $1.2 billion at the midpoint, 3% above analysts’ estimates. Its GAAP profit of $0.53 per share was 88.3% above analysts’ consensus estimates.