Tag

Revenue Miss

All articles tagged with #revenue miss

Super Micro Soars After EPS Beat, Guides Higher for Q3
finance20 days ago

Super Micro Soars After EPS Beat, Guides Higher for Q3

Super Micro Computer reported Q2 CY2026 revenue of $11.12B (vs. $11.55B est, a 3.8% miss) but non-GAAP EPS of $1.70 vs. $0.96 expected, with adjusted EBITDA of $1.67B. The company guided Q3 to about $15B in revenue and $1.06 EPS, both well above consensus. Operating margin rose to 13.4% and free cash flow margin to 6.5%. Shares climbed roughly 9.7% to $34.83 after the results, as investors priced in stronger profitability and a robust outlook amid ongoing demand for data-center/server solutions.

On Holding tumbles ~22% after Q2 miss, trims full-year growth outlook
finance20 days ago

On Holding tumbles ~22% after Q2 miss, trims full-year growth outlook

On Holding AG's stock fell about 22% after its second-quarter revenue missed estimates and the company cut its full-year net sales growth outlook to the low-20% range (CC). Q2 EPS was CHF 0.31 vs. CHF 0.29 expected, while revenue was CHF 850.3 million vs. CHF 881.4 million consensus. Growth was led by a 34.3% CC increase in direct-to-consumer, Asia-Pacific accounting for >20% of sales, and apparel up 56.2% CC. Gross margin rose to 65.4% and adjusted EBITDA margin to 19.8%. For the year, gross margin guidance was raised to at least 65% and EBITDA margin to 19.5-20.0%, with net sales guidance of CHF 3.47-3.56 billion, below a Citi consensus and signaling pressure into the second half.

Trade Desk slides on Q2 miss and softer Q3 outlook
company-earnings25 days ago

Trade Desk slides on Q2 miss and softer Q3 outlook

The Trade Desk posted Q2 CY2026 revenue of $715.1M (up 3% YoY) vs estimates of $752.1M, with adjusted EPS of $0.34 vs $0.40 and EBITDA of $241.3M vs $262M. Q3 revenue guidance of about $650M (midpoint) fell well short of consensus $804.8M and EBITDA guidance of $160M vs $339.6M. The stock dropped 21.8% to around $13.81 after the report, as investors weighed softer near-term outlook despite a 10.3-month CAC payback; long-term growth remains solid but the near-term trajectory looks weaker.

markets25 days ago

NuScale Stock Dips After Q2 Revenue Miss and Rising R&D Costs

NuScale Power Corp. (SMR) reported Q2 revenue of $75,000, missing the $8.91 million consensus, while its quarterly loss per share was $0.13, which matched estimates. R&D expenses rose by about $6.6 million year over year. CEO John Hopkins emphasized growing demand for clean power, and the stock fell roughly 5.8% in extended trading to about $8.84 following the report.

Applovin sinks after Q2 revenue miss as AI-adtech headwinds surface
business25 days ago

Applovin sinks after Q2 revenue miss as AI-adtech headwinds surface

Applovin posted a Q2 revenue miss with EPS of $3.76 (in line) and revenue of $1.92B vs $1.94B expected, sending the stock down about 17%. CEO Adam Foroughi attributed the miss to timing of AI-powered adtech model improvements as the company expands into e-commerce; revenue rose 53% year over year. Piper Sandler downgraded the stock to neutral and cut its price target from $665 to $385, noting uncertainty about the cadence of future beat/raise moves as management advances its AI-adtech strategy.

P&G delivers EPS beat but revenue miss in Q4 2026 as demand weakens
business1 month ago

P&G delivers EPS beat but revenue miss in Q4 2026 as demand weakens

P&G posted a mixed Q4 2026: adjusted EPS of $1.43 beat expectations, while revenue of $21.2 billion missed consensus amid flat organic growth and generally slowing demand. Beauty led with 3% volume growth; other segments were weaker, and health care was the softest. For fiscal 2027, the company sees EPS of $6.89–$7.11 and 1%–3% sales growth, but faces roughly $1 billion in after‑tax headwinds from higher costs. CEO Shailesh Jejurikar will become chair of the board on August 1.

Goldman Sachs posts EPS beat, but Apple Card markdowns weigh on revenue
business7 months ago

Goldman Sachs posts EPS beat, but Apple Card markdowns weigh on revenue

Goldman Sachs posted Q4 2025 EPS of $14.01 (beat) and revenue of about $13.5B (miss vs. $13.9B). The shortfall came from Apple Card markdowns linked to the pending sale of the portfolio to JPMorgan, with Platform Solutions’ negative net revenue (-$1.68B) a drag. A reserve release for credit losses ($2.48B) partially offset the markdowns, and net interest income was strong, while Global Banking & Markets and Asset & Wealth Management showed solid results.

UnitedHealth Boosts Earnings and Guidance Amid Cost Management
business10 months ago

UnitedHealth Boosts Earnings and Guidance Amid Cost Management

UnitedHealth Group beat earnings expectations with a $2.92 EPS but missed revenue targets and saw a 50% drop in operating income, driven by challenges in managing medical costs and Medicare funding. The company's UnitedHealthcare segment grew strongly, while Optum's growth slowed, raising concerns about future margins. Despite raising full-year guidance, cautious outlooks remain as management navigates ongoing headwinds, with shares rising pre-market on positive earnings and Berkshire Hathaway's new investment.

Cava Shares Drop Amid Lowered Sales Forecasts and Economic Uncertainty
business1 year ago

Cava Shares Drop Amid Lowered Sales Forecasts and Economic Uncertainty

Cava Group's stock dropped 22% after missing second-quarter revenue expectations and lowering its full-year same-store sales growth forecast to 4-6%, citing a revenue shortfall despite increased restaurant openings and earnings beat. The company opened 16 new locations in the quarter and plans to open up to 70 this year, raising pre-opening cost estimates but maintaining its EBITDA outlook.

Spotify Stock Declines Amid Mixed Earnings and Outlook
business1 year ago

Spotify Stock Declines Amid Mixed Earnings and Outlook

Spotify's stock fell over 7% after missing revenue expectations and providing weak guidance for the upcoming quarter, despite a 10% revenue increase and growth in active users and subscribers. The company cited higher costs and foreign exchange headwinds as factors, but also highlighted new AI features and expansion efforts. Shares have gained 57% this year, and Spotify has increased its share repurchase program.