Earnings Whispers - August 29, 2025

Summary for Friday, August 29, 2025

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A summary of guidance and results for the day, with a list of top surprises
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Top Earnings News

Alibaba Group Holding Missed Expectations

Logo for Alibaba Group Holding Ltd.Alibaba Group Holding (BABA) reported earnings of $2.06 per share on revenue of $34.57 billion for the fiscal first quarter ended June 2025. The consensus earnings estimate was $2.13 per share on revenue of $34.26 billion. The Earnings Whisper number was $2.10 per share. The company missed expectations by 1.90% while revenue grew 3.29% on a year-over-year basis.

“This quarter, our strategic focus on consumption and AI + Cloud delivered strong growth. Our decisive investment in the quick commerce business achieved key milestones as we won consumer mindshare. We generated substantial synergies from combining resources of our consumer platforms which resulted in new highs in monthly active consumers and daily order volume. Driven by robust AI demand, Cloud Intelligence Group experienced accelerated revenue growth, and AI-related product revenue is now a significant portion of revenue from external customers. Looking ahead, we remain committed to investing in our two strategic pillars of consumption and AI + Cloud to capture historic opportunities and drive long-term growth,” said Eddie Wu, Chief Executive Officer of Alibaba Group.

Alibaba Group Holding Ltd is an online & mobile commerce company. Through its subsidiaries, it provides retail and wholesale marketplaces available through both personal computer and mobile interfaces.

Chart for Alibaba Group Holding Ltd.

Positive Guidance

BRP Guides Above Estimates

Logo for BRP Inc.BRP Inc. (DOOO) said it expects fiscal 2026 earnings of $3.09 to $3.45 per share on revenue of $5.89 billion to $6.03 billion. The current consensus earnings estimate is $2.61 per share on revenue of $5.76 billion for the year ending January 31, 2026.

BRP is a global leader in the world of powersports vehicles, propulsion systems and boats, built on over 75 years of ingenuity and intensive consumer focus.

Chart for BRP Inc.

View All Guidance


In-line Guidance

Crocs Reaffirms

Logo for Crocs Inc.Crocs Inc. (CROX) said it continues to expect third-quarter revenue of $945.4 million to $966.6 million. The current consensus revenue estimate is $962.0 million for the quarter ending September 30, 2025.

Crocs, Inc. is a world leader in innovative casual footwear for women, men, and children, combining comfort and style with a value that consumers know and love.

Chart for Crocs Inc.

NVIDIA's secret partner consumes city-level power.

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Nuclear stocks up 42% this year as grids strain. 99% don't know this infrastructure monopoly. Energy crisis = trillion $ opportunity →

Negative Surprise

Chagee Holdings Limited Missed Consensus Estimates

Logo for Chagee Holdings Limited ADRChagee Holdings Limited (CHA) reported earnings of $0.05 per share on revenue of $465.11 million for the second quarter ended June 2025. The consensus earnings estimate was $0.09 per share on revenue of $484.14 million. The company missed consensus estimates by 44.44% while revenue fell 97.46% compared to the same quarter a year ago.

Chagee is a leading premium tea drinks brand, serving healthy and delicious freshly-made tea drinks.

Chart for Chagee Holdings Limited ADR

A calendar showing logos of companies scheduled to report earnings on the next business day.
A list showing logos of companies scheduled to report earnings on the next business day based on expected moves.


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