SONO braces for y/y Q3 revenue decline despite sequential growth, as tariff costs and weak consumer demand weigh on results.

IDCC beats Q2 estimates as licensing momentum lifts revenues and earnings; full-year guidance raised on strong outlook.

Avient Corporation (NYSE:AVNT ) Q2 2025 Earnings Conference Call August 1, 2025 8:00 AM ET Company Participants Ashish K. Khandpur - President, CEO & Chairman of the Board Giuseppe Di Salvo - VP of Investor Relations & Treasurer Jamie A.

Shoulder Innovations IPO priced below range, reflecting investor caution as revenue growth slows sharply despite strong prior expansion. Valuation is modest at 3-4x sales, supported by a substantial net cash position, but ongoing operating losses remain a concern. Key risks include product concentration, regulatory challenges, and fierce competition from established medtech giants like J&J and Stryker.

Newell Brands (NWL) shares sank roughly 15% Friday when the consumer products maker gave weaker-than-anticipated guidance on higher costs from tariffs.

Moderna Inc (NASDAQ:MRNA, ETR:0QF) shares fell almost 9% in early trade as the pharmaceutical giant lowered its full-year guidance and announced a workforce reduction, overshadowing a Q2 earnings beat. The company lowered its 2025 revenue outlook by $300 million to a range of $1.5 billion to $2.2 billion, attributed to shipment timing.

Shares of Coinbase Global Inc (NASDAQ:COIN) were last seen down 15.5% at $319.31, after the company's second-quarter earnings of 12 cents per share and revenue of $1.5 billion both missed estimates.

Huron Consulting Group Inc. (NASDAQ:HURN ) Q2 2025 Earnings Call July 31, 2025 5:00 PM ET Company Participants C. Mark Hussey - President, CEO & Director John D.

Nike's fundamentals have deteriorated, but recent management changes and innovation efforts offer a path to recovery and renewed growth. Despite significant stock appreciation, I see further, though more modest, upside potential, justifying my continued soft "buy" rating. Valuation is elevated versus peers, but only modest profit and cash flow improvements are needed for fair value based on historical norms.

It's an understatement to say that Reddit had an excellent second quarter. On Thursday, July 31, the social media company reported a boost in revenue from $281 million to $500 million—a 78% increase year-over-year (YOY).

The Friday session continues to see a lot of chop in the oil markets, as the market is trying to sort out the situation with Russian oil, as Donald Trump has threatened massive sanctions again, and tariffs on countries that buy Russian oil.

AdvanSix Inc. (NYSE:ASIX ) Q2 2025 Earnings Conference Call August 1, 2025 9:30 AM ET Company Participants Adam Kressel - VP of Investor Relations & Treasurer Christopher Gramm - Vice President of Financial Planning and Analysis & Interim CFO Erin N. Kane - CEO, President & Director Conference Call Participants Operator Good morning, and welcome to the AdvanSix Second Quarter 2025 Earnings Conference Call.

Federated Hermes, Inc. (NYSE:FHI ) Q2 2025 Earnings Conference Call August 1, 2025 9:00 AM ET Company Participants Deborah Ann Cunningham - Executive VP & Chief Investment Officer of Money Markets John Christopher Donahue - President, CEO & Chairman Raymond J. Hanley - Senior Vice President Thomas Robert Donahue - VP, Treasurer, CFO & Director Conference Call Participants Brian Bertram Bedell - Deutsche Bank AG, Research Division Kenneth Brooks Worthington - JPMorgan Chase & Co, Research Division Michael Patrick Davitt - Autonomous Research US LP William Raymond Katz - TD Cowen, Research Division Operator Greetings, and welcome to the Federated …

ZBRA's Q2 results are likely to show 5% revenue growth as RFID, mobile computing and retail software demand drive segment gains.

AEye, Inc. (NASDAQ:LIDR ) Q2 2025 Earnings Call July 31, 2025 5:00 PM ET Company Participants Conor B. Tierney - CFO & Chief Business Development Officer Matthew Fisch - CEO & Chairman Conference Call Participants Casey Ryan - Unidentified Company Glenn George Mattson - Ladenburg Thalmann & Co. Inc., Research Division Poe Fratt - Unidentified Company Scott Christian Buck - H.C.

Select Medical Holdings Corporation (NYSE:SEM ) Q2 2025 Earnings Conference Call August 1, 2025 9:00 AM ET Company Participants Michael F. Malatesta - Executive VP & CFO Robert A.

Common wisdom is that SCHD responds negatively to elevated borrowing rates. As a reflection, the Federal Reserve's recent decision to keep rates unchanged has led to noticeable SCHD price corrections. However, historical data show no strong negative correlation between SCHD's performance and higher interest rates over the long term.

ETN's second-quarter earnings are likely to have benefited from strong demand and an improvement in end markets.

Shake Shack delivered strong Q2 results, beating EPS and revenue expectations with robust margin expansion and efficient growth in new locations. Despite improved guidance and operational momentum, the stock is fairly valued after a recent correction, with limited near-term upside from current levels. I maintain a 'Hold' rating, as the market has priced in much of the positive news and sector recovery remains fragile, warranting patience.

Perella Weinberg Partners (NASDAQ:PWP ) Q2 2025 Earnings Conference Call August 1, 2025 9:00 AM ET Company Participants Alexandra Kathleen Gottschalk - MD & CFO Andrew Bednar - CEO, Partner of New York & Director Taylor Reinhardt - Executive Director & Head of Investor Relations Conference Call Participants Brendan James O'Brien - Wolfe Research, LLC Devin Patrick Ryan - Citizens JMP Securities, LLC, Research Division James Edwin Yaro - Goldman Sachs Group, Inc., Research Division Alexander Scott Bond - Research Analyst Operator Good morning, everyone, and welcome to the Perella Weinberg Partners Second Quarter 2025 Earnings Conference Call. [Operator Instructions].