All articles tagged with #revenue guidance
Delta, American and JetBlue raised their first-quarter revenue guidance as demand remains strong, offsetting higher jet fuel costs; Delta now expects high-single-digit revenue growth, American more than 10%, and JetBlue 5%–7%, while Southwest says its forecast is on track, signaling broad industry revenue strength despite fuel headwinds.
IonQ beat Q4 revenue with $61.9 million and issued a 2026 revenue target of $235 million, triggering about a 7% after-hours stock jump; the quantum‑computing pure‑play remains unprofitable, with EBITDA loss of $67.4 million and a full-year net loss of $753 million, even as it accelerates acquisitions (including Oxford Ionics) and grows government contracts such as a Missile Defense Agency award; investors have weighed recent short-seller allegations, but analysts remain mixed and many see the stock at a strategic inflection point.
Datavault AI updated its preliminary FY2025 revenue to $38–$40 million (about +30% from the prior $30M estimate) with midpoint implying roughly 1,300% YoY growth, boosted by licensing fees and the Data Science Group’s tokenization services. The company reaffirmed a $200 million revenue target for FY2026, signaling 400%–426% YoY growth. The FY2025 results are unaudited and will be reported to the SEC; management cites a robust new-business pipeline and expected high retention in 2026.
IBM exceeded Wall Street estimates in Q3 with strong revenue growth and raised its full-year guidance, driven by AI tailwinds, but its stock fell 5% after hours.
Figma's shares dropped over 10% after-hours following a Q2 earnings report that missed profit expectations but showed record revenue and strong user growth. The company announced an upcoming early lock-up release of employee shares, which may increase selling pressure. Despite raising full-year revenue guidance and positive financials, investor sentiment remains cautious due to potential share overhang from lock-up expirations.
Adobe exceeded Q2 earnings and revenue expectations, driven by AI demand, and raised its full-year revenue and EPS guidance. Despite strong performance, its stock remains flat post-earnings amid competitive AI developments and a lower valuation compared to historical averages.
Pinterest's stock dropped by up to 15% after the company issued weak revenue guidance for the fourth quarter, despite surpassing expectations in its third-quarter earnings. The company reported $898 million in revenue and 40 cents per share in adjusted earnings, both above estimates. However, its fourth-quarter revenue forecast of $1.125 billion to $1.145 billion fell short of analyst expectations. The decline is attributed to ongoing weaknesses in the food and beverage advertising sector. Pinterest also announced a $2 billion share buyback, while its expenses rose due to investments in AI and R&D.
UiPath's shares plummeted after the resignation of its CEO and disappointing revenue guidance. Despite a solid net dollar retention rate and a low valuation, the company faces challenges in acquiring new customers and must reset expectations. The new CEO, Daniel Dines, aims to address these issues and leverage AI for growth, making the stock potentially attractive for investors willing to buy the dip.
Dell Technologies reported better-than-expected fiscal first-quarter revenue and earnings, raising its full-year outlook and providing strong Q2 guidance. The company highlighted its Nvidia-based AI server backlog and opportunities in AI, despite challenges in margins. Dell's AI-optimized server orders surged, and the company emphasized its strategic partnerships with major tech firms. Despite the positive outlook, Dell shares fell 18.2% in extended trading.
UiPath (PATH) stock dropped 30.4% after announcing a CEO change, with founder Daniel Dines replacing Rob Enslin. Despite positive Q1 fiscal 2025 results, the company's revenue guidance for the next quarter and fiscal year fell short of analysts' expectations, contributing to the stock's decline.
Workday's stock fell by 8% despite reporting first-quarter earnings and revenue that exceeded expectations, due to the company cutting its full-year subscription revenue guidance. CFO Zane Rowe attributed the revised guidance to increased sales scrutiny and lower customer headcount growth.
During Netflix's Q1 2024 Earnings Call, the company announced its decision to stop reporting quarterly membership and ARM data in 2025, citing the evolution of its revenue model and plans to focus on key metrics like revenue, OI, OI margin, net income, EPS, and free cash flow. The company also discussed its strong member growth, revenue guidance, margin growth trajectory, and scaling of its ad tier, emphasizing the importance of engagement and revenue growth. Additionally, Netflix is working on improving its advertising capabilities and expects ads revenue to follow engagement over time.
Adobe's stock dropped 11% in after-hours trading despite beating analyst estimates for the first quarter of fiscal 2024. The company's revenue guidance for the second quarter fell short of Wall Street's expectations, leading to the decline. Adobe's digital media and digital experience segments showed growth, and the company announced a new stock repurchase authorization of up to $25 billion. While the weaker-than-expected revenue guidance for Q2 may cause concern, the overall outlook remains solid, and the company's Q1 performance was strong.
CrowdStrike's shares surged 21% in after-hours trading after the cybersecurity company reported better-than-expected earnings and revenue, as well as strong guidance for the upcoming quarter and full year. The company also announced the acquisition of Flow Security and aims to achieve $10 billion in annual recurring revenue by 2030.
C3.ai Inc reported a strong third quarter with total revenue of $78.4 million, exceeding expectations and showing 18% year-over-year growth. The company's enterprise AI market is experiencing significant demand, with a 73% increase in qualified opportunity pipeline and a focus on generative AI. C3.ai's go-to-market model transition to consumption-based pricing has been successful, driving engagement and contract volume growth. The company also announced increased revenue guidance for Q4 and fiscal year 2024, anticipating revenue in the range of $82 to $86 million for Q4 and $306 to $310 million for the year.