Earnings Whispers - August 11, 2025

Summary for Monday, August 11, 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

BigBear.ai Missed Expectations

Logo for BigBear.aiBigBear.ai (BBAI) reported a loss of $0.71 per share on for the second quarter ended June 2025. The consensus estimate was a loss of $0.06 per share on revenue of $40.99 million. The Earnings Whisper number was a loss of $0.06 per share. The company missed expectations by 1,083.33%.

The company said it expects 2025 revenue of $125.0 million to $140.0 million. The company's previous guidance was revenue of $160.0 million to $180.0 million and the current consensus revenue estimate is $166.85 million for the year ending December 31, 2025.

"Our robust balance sheet allows us to make significant transformational investments to shape the future of BigBear.ai. Our capital raising activities this quarter coincide with the tremendous opportunities we see coming from the One Big Beautiful Bill, particularly in the Department of Homeland Security, and several of which are uniquely aligned to our core capabilities. This legislation will bring a generational investment and provides over $170 billion in supplemental funding to the Department of Homeland Security, and $150 billion to the Department of Defense for disruptive defense technology. This is not incremental funding for innovation - this is a transformative level of investment. As a Mission Ready AI company with a national and border security focus, it’s directly in our lane,” said Kevin McAleenan, CEO of BigBear.ai.

BigBear.ai operationalizes artificial intelligence and machine learning at scale through its end-to-end data analytics platform.

Chart for BigBear.ai

Positive Guidance

Telos Sees Revenue Above Estimates

Logo for Telos CorporationTelos Corporation (TLS) said in its earnings presentation it expects third quarter revenue of $44.0 million to $47.0 million. The current consensus revenue estimate is $37.87 million for the quarter ending September 30, 2025.

Telos Corporation empowers and protects the world’s most security-conscious organizations with solutions for continuous security assurance of individuals, systems, and information. Telos’ offerings include cybersecurity solutions for IT risk management and information security; cloud security solutions to protect cloud-based assets and enable continuous compliance with industry and government security standards; and enterprise security solutions to ensure that personnel can work and collaborate securely and productively.

Chart for Telos Corporation

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Negative Guidance

GoPro Guides Below Estimates

Logo for GoPro, Inc.GoPro, Inc. (GPRO) said in its earnings presentation it expects a third quarter loss of $0.06 to $0.02 per share on revenue of $150.0 million to $170.0 million. The current consensus earnings estimate is $0.03 per share on revenue of $209.73 million for the quarter ending September 30, 2025.

GoPro Inc develops hardware and software solutions to alleviate consumer pain points associated with capturing, managing, sharing and enjoying engaging content. It produces mountable and wearable cameras and accessories.

Chart for GoPro, Inc.

Other Top Guidance Announcements

OMIOwens & Minor Updates Guidance
CECelanese Guides Below Estimates
MYOMyomo Lowes Guidance
GDOTGreen Dot Raises Earnings Guidance
MUMicron Raises Guidance
AQSTAquestive Therapeutics Reaffirms
PUBMPubMatic Guides Below Estimates
HIHillenbrand Updates Guidance with Revenue Above Estimates
SNCRSynchronoss Technologies Reaffirms
FGIFGI Industries Reaffirms
FLNCFluence Energy Reaffirms
LIFLife360 Raises Guidance but Remains In-line with Estimates

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Positive Surprise

Green Dot Beat Consensus Estimates

Logo for Green Dot CorporationGreen Dot (GDOT) reported earnings of $0.40 per share on for the second quarter ended June 2025. The consensus earnings estimate was $0.04 per share on revenue of $495.75 million. The company beat consensus estimates by 900.00%.

The company said it now expects 2025 non-GAAP earnings of $1.28 to $1.42 per share and continues to expect revenue of $2.00 billion to $2.10 billion. The company's previous guidance was earnings of $1.14 to $1.28 per share and the current consensus earnings estimate is $1.22 per share on revenue of $2.05 billion for the year ending December 31, 2025.

Green Dot Corp is a pro-consumer financial technology company. The Company provides reloadable prepaid debit cards and cash reload processing services in the United States. The Company also processes tax refund disbursements in the United States.

Chart for Green Dot Corporation

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Negative Surprise

Cannae Missed Consensus Estimates

Logo for Cannae Holdings, Inc.Cannae (CNNE) reported a loss of $3.93 per share on for the second quarter ended June 2025. The consensus estimate was a loss of $0.31 per share on revenue of $110.80 million. The company missed consensus estimates by 1,167.74%.

Cannae Holdings, Inc. holds majority and minority equity investment stakes in a number of entities, including Ceridian Holdings, LLC, American Blue Ribbon Holdings, LLC and T-System Holding LLC. Cannae Holdings, Inc., formerly known as Fidelity National Financial Inc., is based in FL, United States.

Chart for Cannae Holdings, Inc.

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

CoreWeave is Expected to Beat Estimates

Logo for CoreWeave, Inc.CoreWeave (CRWV) is confirmed to report earnings on Tuesday, August 12, 2025 at approximately 4:05 PM ET. The consensus estimate is a loss of $0.20 per share on revenue of $1.08 billion, and the Earnings Whisper ® number is a loss of $0.17 per share. Investors are 32.3% bearish going into the company's earnings release. Option traders are pricing in a 19.5% move on earnings and the stock has averaged a 2.5% move in recent quarters.

Chart for CoreWeave, Inc.

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


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