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Earnings Miss

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Trade Desk slumps 28% on miss as downgrades mount, while peers stand firm
investing21 days ago

Trade Desk slumps 28% on miss as downgrades mount, while peers stand firm

The Trade Desk shares tumbled 28% after Q2 revenue of $715 million missed estimates and its Q3 outlook of at least $650 million fell short of consensus around $805 million, triggering a broad downgrade wave as analysts cite macro pressure on advertisers, execution issues and a shift to cheaper programmatic media; meanwhile AppLovin and Magnite showed relative strength, suggesting the weakness is company-specific rather than a wider ad-tech downturn.

via Yahoo Finance|
#ad-tech#applovin#downgrades
Rockstar founder stakes Celsius, offers to take the helm after earnings miss
business21 days ago

Rockstar founder stakes Celsius, offers to take the helm after earnings miss

Rockstar Energy founder Russ Savage disclosed a roughly 4.7% stake in Celsius Holdings (about 12 million shares) and publicly offered to become Celsius CEO, saying new leadership and tighter cost control are needed after Celsius posted a disappointing earnings miss; the stock fell on the results, while Celsius CEO John Fieldly cited product rationalization and brand integrations as factors in the weak quarter.

via CNBC|
#business#celsius-holdings#ceo
Doximity climbs 55% on AI optimism despite earnings miss
business21 days ago

Doximity climbs 55% on AI optimism despite earnings miss

Doximity's stock jumped roughly 55% after its fiscal Q1 miss, as CEO Jeff Tangney highlighted a heavy AI investment plan and a 'once-in-a-generation' AI opportunity in medicine. The company’s Ask AI model reportedly outpaced rivals like Anthropic’s Fable 5 in a Stanford-Harvard study, and scribe note usage surged 10x year over year. The quarter showed adjusted earnings of 29 cents on $156.6 million revenue (vs 30 cents and $151.8 million expected), while Q2 revenue guidance was $170–$171 million, underscoring investor optimism about AI-driven growth.

via Barron's|
#ai#business#docs
Trade Desk tumbles after Q2 miss and tepid guidance streak
finance22 days ago

Trade Desk tumbles after Q2 miss and tepid guidance streak

The Trade Desk posted Q2 revenue of $715.06 million and adjusted EPS of $0.34, missing Wall Street expectations, and issued weaker Q3 guidance of at least $650 million in revenue and about $160 million EBITDA (vs. consensus near $805 million and $340 million). Shares slid more than 26% after hours following a 6.8% drop in the regular session. Retail chatter on StockTwits remained broadly bullish, with debates over whether the disappointment stemmed from weak guidance or slower growth. CEO Jeff Green said the company will intensify AI, measurement, and decisioning tools to boost future value, and customer retention stayed above 95%.

via Yahoo Finance|
#ad-tech#earnings-miss#finance
Flutter misses earnings, replaces CEO as FanDuel strategy pivots
business23 days ago

Flutter misses earnings, replaces CEO as FanDuel strategy pivots

Flutter Entertainment missed Q2 earnings estimates and cut its full-year U.S. EBITDA guidance by 22% to $760 million, announcing CEO Peter Jackson will depart at quarter’s end with Dan Taylor taking over Flutter’s international business on Oct. 1. The company plans about $270 million in additional U.S. EBITDA investment in H2 2026 to boost FanDuel through better rewards, promotions and protections, as FanDuel’s U.S. market share slips. Shares fell about 13% after the announcement, while Flutter pushes a pivot to revive FanDuel and restore momentum ahead of 2027.

via cnbc.com|
#business#dan-taylor#earnings-miss
Meta dips after earnings miss as capex plans weigh on sentiment
finance29 days ago

Meta dips after earnings miss as capex plans weigh on sentiment

Meta Platforms stock slumped up to about 9% after hours following a second-quarter report that missed on earnings per share ($6.18 vs. $7.14 expected) but beat on revenue ($60.8 billion). Advertising revenue came in at $59.3 billion vs. $59.07 billion expected. The company narrowed and raised its 2026 capital expenditure guidance to $135–$145 billion, signaling continued heavy data-center spending. Analysts described the results as barely passable, citing higher capex and only modest cash-flow improvement despite the top-line beat and a revenue outlook that still fell short of some forecasts.

via Yahoo Finance|
#advertising-revenue#capex-guidance#earnings-miss
Meta’s AI Push Triggers Selloff as Earnings Miss Wipes Billions from Zuckerberg’s Stake
business1 month ago

Meta’s AI Push Triggers Selloff as Earnings Miss Wipes Billions from Zuckerberg’s Stake

Meta Platforms posted Q2 revenue of $60.8B, beating estimates, but EPS of $6.18 missed consensus $7.22 as costs jumped 55% to $42.03B and free cash flow collapsed 91% to $784M. The company raised full-year capex guidance to $130-145B to fund AI infrastructure, lifting total expenses to $165-169B and fueling investor skepticism about the AI gamble. Shares slid in after-hours trading, wiping about $15B off Mark Zuckerberg's stake given his roughly 13% ownership, even as advertising revenue rose 27% and the core business remained healthy.

via 24/7 Wall St.|
#ai-investments#business#earnings-miss
SK Hynix’s booming profits fail to ease AI-spending concerns
finance1 month ago

SK Hynix’s booming profits fail to ease AI-spending concerns

SK Hynix posted a record Q2 operating profit up 557% year over year but fell short of lofty expectations, fueling investor concerns about whether AI-driven memory spending can sustain its rapid pace; the company said it will raise 2026 capex by about 50% to at least $31 billion to expand AI memory production, prompting price-target cuts from Barclays and Susquehanna as chip stocks drop on oversupply fears ahead of results from Microsoft, Amazon and Meta and amid ongoing rate worries.

via Yahoo Finance|
#ai-memory#capital-expenditure#earnings-miss
IBM Hit by Oppenheimer Downgrade as Q2 Miss Triggers Selloff
business1 month ago

IBM Hit by Oppenheimer Downgrade as Q2 Miss Triggers Selloff

Oppenheimer downgraded IBM to Perform from Outperform after the company reported a weaker-than-expected Q2 with preliminary revenue around $17.2 billion, citing softer demand for transaction-processing software, a shift in customer spend toward servers and storage, and several large contracts pushed into late quarter, a combination that sparked a sell-off; while Red Hat, HashiCorp, Confluent and the server/storage segments show strength, those gains aren’t enough to offset broader weakness, and IBM’s path to meeting full-year guidance may take longer as enterprise tech spending pivots toward AI infrastructure.

via Yahoo Finance|
#business#downgrade#earnings-miss
Dick's Q1 2026: Revenue Surges on Foot Locker Deal, but Earnings Miss on Acquisition Costs
business3 months ago

Dick's Q1 2026: Revenue Surges on Foot Locker Deal, but Earnings Miss on Acquisition Costs

Dick's Sporting Goods posted a Q1 2026 earnings miss as $96.5 million in acquisition-related costs weighed on profits, even as revenue jumped 63% to $5.17 billion driven by the Foot Locker acquisition. Adjusted EPS was $2.90 vs $2.92 expected, and while comps guidance was nudged up for both Dick's and Foot Locker, the company trimmed its consolidated operating income and GAAP EPS targets for 2026. Foot Locker showed mid-single-digit comp growth, helping overall results, with Dick's stores posting about 6% comps and Foot Locker U.S. up roughly 6.4%. The firm also expanded its Fast Break pilot as it integrates the two businesses.

via CNBC|
#acquisition-costs#business#dicks-sporting-goods
Flutter's FanDuel Misses Q4 Targets, Guides Softer 2026 Revenue
business6 months ago

Flutter's FanDuel Misses Q4 Targets, Guides Softer 2026 Revenue

Flutter Entertainment reported a Q4 2025 miss across most metrics, with revenue of $4.74B (vs. $4.97B expected), adjusted EPS of $1.74 (vs. $1.95), and EBITDA of $832M (vs. $893M). Revenue rose 25% year over year, but 2026 revenue guidance of $17.75B–$19.05B came in below consensus. CEO Peter Jackson cited tougher bettor conditions and said prediction markets could spur legalization, while there was no evidence of sportsbook cannibalization. Shares fell about 7% after hours.

via CNBC|
#2026-guidance#business#earnings-miss
Kyndryl’s CFO Departure Triggers Sharp Stock Drop Amid Accounting Review
business6 months ago

Kyndryl’s CFO Departure Triggers Sharp Stock Drop Amid Accounting Review

Kyndryl stock fell about 55% after the CFO and general counsel left abruptly amid an accounting review. The company also flagged cash-management scrutiny and potential material weaknesses in internal controls for fiscal 2025–2026, while reporting an adjusted profit of $0.52 per share on $3.86 billion in revenue, missing analyst expectations of $0.60 and $3.89 billion.

via Barron's|
#accounting-review#business#cfo-departure
UnitedHealth Struggles With Earnings Miss And Margin Headwinds
business7 months ago

UnitedHealth Struggles With Earnings Miss And Margin Headwinds

UnitedHealth reported a Q4 revenue and EPS miss with its medical care ratio at 89.1%, signaling ongoing margin pressure. Medicare Advantage reimbursement increases are expected to be modest, adding near-term headwinds and tempering the earnings outlook. Management suggests 2026 will be a transition year, offering potential long-term upside for patient investors while the near term remains challenging.

via Seeking Alpha|
#business#earnings-miss#margin-pressure