Vornado Realty Trust (VNO) Q1 2025 Earnings Call Transcript — Neutral

VNO   Seeking Alpha — May 06, 2025

Vornado Realty Trust (NYSE:VNO ) Q1 2025 Earnings Conference Call May 6, 2025 10:00 AM ET Company Participants Steve Borenstein - EVP & Corporate Counsel Steven Roth - Chairman & CEO Michael Franco - President & CFO Glen Weiss - EVP, Office Leasing & Co-Head, Real Estate Barry Langer - EVP, Development & Co-Head, Real Estate Thomas Sanelli - EVP, Finance & CAO Conference Call Participants Steve Sakwa - Evercore ISI Dylan Burzinski - Green Street John Kim - BMO Capital Markets Floris van Dijkum - Compass Point Alexander Goldfarb - Piper Sandler Jana Galan - Bank of America Seth …

image for news Vornado Realty Trust (VNO) Q1 2025 Earnings Call Transcript

Blackstone President shuts down calls for end to “US exceptionalism” — Positive

BX   Bloomberg Markets and Finance — May 06, 2025

Blackstone President and COO Jon Gray shut down calls for an end to "US exceptionalism," and says that "the Madisonian system works. The US will continue to get through this [economic uncertainty] even if we have an economic slowdown" bloom.bg/4iVfuRn

image for news Blackstone President shuts down calls for end to “US exceptionalism”

Super Micro Computer Inc. SMCI reports third-quarter 2025 earnings after Tuesday's market closes, and the numbers can't come soon enough.

image for news Super Micro Computer Suffers 80% Fall From AI Peak, Traders Wary Ahead Of Q3 Earnings

Apple: Desperately Looking For A Narrative (Underweight) — Neutral

AAPL   Seeking Alpha — May 06, 2025

Apple's high valuation multiples are hard to justify due to slowing growth and lack of a compelling story, despite its reliable cash flow. The company's revenue growth has decelerated, with iPhone sales stagnating and Services segment growth slowing, indicating limited upside in the near term. Geopolitical tensions and fierce competition, especially in China, pose significant headwinds, making it challenging for Apple to maintain or grow its market share.

image for news Apple: Desperately Looking For A Narrative (Underweight)

Symbiotic Gears Up to Report Q2 Earnings: What's in the Offing? — Positive

SYM   Zacks Investment Research — May 06, 2025

Robust growth in systems revenues is anticipated to have benefited SYM's top line in the second quarter of fiscal 2025.

image for news Symbiotic Gears Up to Report Q2 Earnings: What's in the Offing?

Silgan Holdings Q1 Earnings Surpass Estimates, Shares Rise 4% — Positive

SLGN   Zacks Investment Research — May 06, 2025

SLGN Q1 results reflect gains from higher volumes and strong performance from the Weener acquisition.

image for news Silgan Holdings Q1 Earnings Surpass Estimates, Shares Rise 4%

Ball Corp Earnings Surpass Estimates in Q1, Sales Increase Y/Y — Positive

BALL   Zacks Investment Research — May 06, 2025

BALL's Q1 results reflect gains from higher volumes and price/mix across all segments.

image for news Ball Corp Earnings Surpass Estimates in Q1, Sales Increase Y/Y

IQVIA Earnings & Revenues Beat Estimates in Q1, Increase Y/Y — Positive

IQV   Zacks Investment Research — May 06, 2025

IQV's top line in the first quarter of 2025 benefits from the Research and Development, and Technology and Analytics segments.

image for news IQVIA Earnings & Revenues Beat Estimates in Q1, Increase Y/Y

Gartner Earnings Surpass Estimates in Q1, Revenues Increase Y/Y — Positive

IT   Zacks Investment Research — May 06, 2025

An improved segmental performance benefits IT's top line in the first quarter of 2025.

image for news Gartner Earnings Surpass Estimates in Q1, Revenues Increase Y/Y

Clear Secure to Report Q1 Earnings: What's in Store for the Stock? — Positive

YOU   Zacks Investment Research — May 06, 2025

YOU's Q1 results are likely to have benefited from ClearOne and Okta ties, while seasonality and discount phase-outs are expected to have pressured growth.

image for news Clear Secure to Report Q1 Earnings: What's in Store for the Stock?

The tech company promises higher total employment as it reinvests resources toward roles like software development.

image for news IBM CEO Says AI Has Replaced Hundreds of Workers But Created New Programming, Sales Jobs

Xometry, Inc. (XMTR) Q1 2025 Earnings Call Transcript — Neutral

XMTR   Seeking Alpha — May 06, 2025

Xometry, Inc. (NASDAQ:XMTR ) Q1 2025 Earnings Conference Call May 6, 2025 8:30 AM ET Company Participants Shawn Milne - Vice President of Investor Relations Randy Altschuler - Chief Executive Officer James Miln - Chief Financial Officer Sanjeev Sahni - President Conference Call Participants Brian Drab - William Blair Ron Josey - Citi Greg Palm - Craig-Hallum Troy Jensen - Cantor Fitzgerald Operator Good day and thank you for standing by. Welcome to the Xometry Q1 2025 Earnings Call.

image for news Xometry, Inc. (XMTR) Q1 2025 Earnings Call Transcript

Expeditors Q1 Earnings & Revenues Top Estimates, Improves Y/Y — Positive

EXPD   Zacks Investment Research — May 06, 2025

EXPD's solid first-quarter 2025 results reflect growth across the company's air tonnage and ocean volumes on the back of a solid international network.

image for news Expeditors Q1 Earnings & Revenues Top Estimates, Improves Y/Y

INSP Stock Gains Following Q1 Earnings Beat, Gross Margin Contracts — Positive

INSP   Zacks Investment Research — May 06, 2025

Inspire Medical's first-quarter 2025 performance reflects increased market penetration in existing centers and expansion into new territories and centers, along with strong domestic results.

image for news INSP Stock Gains Following Q1 Earnings Beat, Gross Margin Contracts

Freshpet Misses Earnings Estimates in Q1, Lowers 2025 Guidance — Neutral

FRPT   Zacks Investment Research — May 06, 2025

FRPT's fiscal first-quarter results reflect higher year-over-year sales. Also, the adjusted gross margin expands 40 basis points to 45.7%.

image for news Freshpet Misses Earnings Estimates in Q1, Lowers 2025 Guidance

Deckers Stock Looks Overvalued at 18.15X: Time to Consider Selling? — Negative

DECK   Zacks Investment Research — May 06, 2025

DECK faces margin pressures, inventory constraints and rising expenses, which are expected to negatively impact short-term growth and profitability.

image for news Deckers Stock Looks Overvalued at 18.15X: Time to Consider Selling?

Ball Corporation (BALL) Q1 2025 Earnings Call Transcript — Neutral

BALL   Seeking Alpha — May 06, 2025

Ball Corporation (NYSE:BALL ) Q1 2025 Earnings Conference Call May 6, 2025 11:00 AM ET Company Participants Brandon Potthoff - Director of Investor Relations Dan Fisher - Chief Executive Officer Howard Yu - Chief Financial Officer & Executive Vice President Conference Call Participants Ghansham Panjabi – Baird Stefan Diaz - Morgan Stanley Anthony Pettinari - Citi Phil Ng - Jefferies Edlain Rodriguez – Mizuho Josh Spector - UBS George Staphos - Bank of America Jeffrey Zekauskas - J.P. Morgan Michael Roxland - Truist Chris Parkinson - Wolfe Research Arun Viswanathan - RBC Operator Greetings, and welcome to the Ball Corporation …

image for news Ball Corporation (BALL) Q1 2025 Earnings Call Transcript

AudioCodes Ltd. (AUDC) Q1 2025 Earnings Call Transcript — Neutral

AUDC   Seeking Alpha — May 06, 2025

AudioCodes Ltd. (NASDAQ:AUDC ) Q1 2025 Earnings Conference Call May 6, 2025 8:30 AM ET Company Participants Roger Chuchen - Investor Relations Shabtai Adlersberg - President and Chief Executive Officer Niran Baruch - Vice President, Finance and Chief Financial Officer Conference Call Participants Joshua Reilly - Needham & Company Operator Good morning, everybody, and welcome to the AudioCodes First Quarter 2025 Earnings Conference Call.

image for news AudioCodes Ltd. (AUDC) Q1 2025 Earnings Call Transcript

2 Reasons Hims & Hers Will Break $50s - Buy Post Earnings — Positive

HIMS   Seeking Alpha — May 06, 2025

Hims & Hers Health, Inc. impressed with strong Q1 earnings, subscriber growth, and a promising partnership with Novo Nordisk, but didn't guide as well as we all hoped. The two reasons I'm buying are 1. The partnership with Novo should expand to include Ozempic and 2. Oral pill approval from the FDA should be achieved and boost financials. I think we're still at the start of Hims' comeback story, and the stock is still cheap considering its upside potential.

image for news 2 Reasons Hims & Hers Will Break $50s - Buy Post Earnings

Amazon's Zoox issued a software recall for 270 of its robotaxis after a crash in Las Vegas last month, the company said. In this article AMZN

image for news Amazon's Zoox robotaxi unit issues software recall after recent Las Vegas crash