#earnings-guidance

#earnings-guidance

Goldman Sachs views Kohl's Q4 as a story where the headline earnings number flatters the underlying business. Below-the-line items offset decelerating comp momentum and a sales miss, according to the firm's research note. In other words, expense cuts, favorable tax treatment, and one-time items helped deliver a profit beat that doesn't reflect the health of the core retail operation.

The Trade Desk said fourth-quarter 2025 revenue rose 14% year over year to $847 million. Highlighting how the company's growth has been decelerating, The Trade Desk's revenue grew 25% in the first quarter of 2025, followed by 19% growth in Q2 and 18% growth in Q3.

We're working really hard to figure out how do we improve business process execution for our customers at a lower cost. I think that's where the agentic model fits in. What can agents do to replace human labor? And then obviously longer term, we've got to figure out what we're going to do with those humans that are displaced.

This year, Mark Zuckerberg is planning to write the kind of corporate check that can change a company's personality. On Wednesday, Meta $META delivered a monster quarter - about $59.9 billion in revenue and $8.88 in EPS - and then budgeted 2026 like it plans to buy the future in bulk: $115 billion to $135 billion in capex, plus expenses heading toward $169 billion, as Meta keeps working to turn "superintelligence" into a procurement problem.

Micron's performance set several company records. Revenue of $13.64 billion, up 57% year-over-year from $8.71 billion, was a record high, while adjusted earnings reached $4.78 per share, substantially exceeding analyst estimates of $3.95 per share. CEO Sanjay Mehrotra noted that AI demand acceleration fueled its results, with the company fully selling out its 2026 HBM supply, including advanced HBM4 nodes.

Snowflake ( ) released its third-quarter earnings yesterday, posting results that topped Wall Street estimates. Product revenue climbed 28% year-over-year to $1.21 billion, while adjusted earnings hit $0.35 per share, beating the consensus estimate of $0.31. Yet, the stock plunged 11% in midday trading today as investors fixated on the company's fourth-quarter guidance .

Kohl's announced on Monday that interim CEO Michael Bender will become the ailing retailer's permanent new CEO-making him the third chief executive to head the company in about three years. The news comes a day before the Wisconsin-based department store releases its third-quarter earnings report, on November 25 at 9:00 a.m. "Over the past several months as interim CEO, Michael has proven to be an exceptional leader for Kohl's-progressively improving results, driving short and long-term strategy, and positively impacting cultural change," board chair John Schlifske said in a statement. Bender has served as interim CEO for the last six and a half months.

(Bloomberg/Ignacio Gonzalez) Expedia Group Inc. raised its full-year gross bookings and revenue outlook, signaling that strong travel trends are continuing into the holiday quarter. Revenue for the year is now expected to increase 6.5% at the midpoint, up from 3% to 5% previously, the company said Thursday in a statement. Analysts expected a 4.6% rise, according to Bloomberg-compiled estimates. It also sees gross bookings growing 7%, again ahead of estimates and Expedia's previous guidance.

Impinj delivered revenue of $96.1M, topping the $92.63M consensus estimate by 3.7%. More meaningful was the adjusted EBITDA of $19.1M, which exceeded guidance. On a year-over-year basis, revenue inched up just 0.95% to $96.1M from $95.2M, a deceleration that reflects the softer demand environment the company has navigated. The non-GAAP EPS of $0.58 beat the $0.50 estimate by 16%, signaling that cost management and operational efficiency are driving profitability even as topline growth stalls. Operating income swung positive to $656K from a $769K loss in the prior year quarter. This inflection matters because it shows the Gen2X product focus and restructuring efforts are taking hold.

Investors are now asking whether the July blowout marks the start of a structural inflection or a one-time surge ahead of the holiday ad cycle. The company's next phase depends on maintaining ad performance gains, scaling its new search experience, and sustaining international adoption. Management has described this period as a "once-in-a-generation opportunity" for Reddit to redefine how human conversations power both advertising and AI ecosystems.

United Airlines (Nasdaq:UAL) reports fiscal third-quarter 2025 results after the close today at 4 p.m. ET, marking one of the most closely watched earnings of the airline earnings season.The stock has rallied toward $100 in recent weeks amid optimism that corporate travel and domestic yields have turned a corner after a soft first half.United's Q2 call emphasized margin durability, supply-side discipline across the industry, and a visible inflection in demand.