Earnings Whispers - December 2, 2025

Summary for Monday, December 1, 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

Credo Technology Group Holding Beat Expectations

Logo for Credo Technology Group Holding LtdCredo Technology Group Holding (CRDO) reported earnings of $0.67 per share on revenue of $268.03 million for the fiscal second quarter ended October 2025. The consensus earnings estimate was $0.50 per share on revenue of $235.23 million. The Earnings Whisper number was $0.55 per share. The company beat expectations by 21.82% while revenue grew 272.08% on a year-over-year basis.

The company said it expects third quarter revenue of $335.0 million to $345.0 million. The current consensus revenue estimate is $248.1 million for the quarter ending January 31, 2026.

Bill Brennan, Credo’s President and Chief Executive Officer, stated, “In the second quarter Credo delivered revenue of $268.0 million, an increase of 20% sequentially and an extraordinary 272% increase year-over-year. These are the strongest quarterly results in Credo’s history, and they reflect the continued build-out of the world’s largest AI training and inference clusters. Looking forward, the combination of continued growth in our core AEC and IC franchises, plus the upcoming ramps of our recently announced ZeroFlap Optics, ALCs, and OmniConnect gearbox solutions, gives us an outlook with strong revenue growth and profitability through fiscal 2026 and beyond.”

Credo is a leading provider of high-performance serial connectivity solutions for the hyperscale datacenter, 5G carrier, enterprise networking, artificial intelligence, and high-performance computing markets.

Chart for Credo Technology Group Holding Ltd

Positive Guidance

MongoDB Guides Above Estimates

Logo for MongoDB, Inc.MongoDB, Inc. (MDB) said it expects fourth quarter non-GAAP earnings of $1.44 to $1.48 per share on revenue of $665.0 million to $670.0 million. The current consensus earnings estimate is $0.91 per share on revenue of $622.14 million for the quarter ending January 31, 2026.

MongoDB is the leading modern, general purpose database platform, designed to unleash the power of software and data for developers and the applications they build.

Chart for MongoDB, Inc.

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Negative Guidance

Strategy Guides Below Estimates

Logo for Strategy IncStrategy Inc (MSTR) said it expects 2025 non-GAAP results to range from a loss of $17.00 per share to earnings of $19.00 per share. The current consensus earnings estimate is $49.15 per share for the year ending December 31, 2025.

MicroStrategy Inc is a provider of enterprise-ready analytics, mobile, and security software platforms. The Company provides system-of-record reporting and interactive visualization capabilities offered on any device or in the cloud.

Chart for Strategy Inc

Other Top Guidance Announcements

ASYSAmtech Guides Higher
KMTSKestra Medical Technologies Sees Revenue Above Estimates
SLPSimulations Plus Reaffirms
OGSONE Gas Sees 2026 Above Estimates
BNLBroadstone Net Lease Guides In-line
VSTSVestis Guides In-line

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Positive Surprise

Cango Beat Consensus Estimates

Logo for Cango Inc Cl ACango (CANG) reported earnings of $0.19 per share on revenue of $224.64 million for the third quarter ended September 2025. The consensus estimate was a loss of $0.20 per share on revenue of $173.70 million. The company beat consensus estimates by 195.00% while revenue grew 5,748.37% on a year-over-year basis.

Cango Inc. is a leading automotive transaction service platform in China connecting car buyers, dealers, financial institutions, and other industry participants.

Chart for Cango Inc Cl A

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Negative Surprise

Simulations Plus Missed Expectations

Logo for Simulations Plus IncSimulations Plus (SLP) reported earnings of $0.10 per share on revenue of $17.46 million for the fiscal fourth quarter ended August 2025. The consensus earnings estimate was $0.10 per share on revenue of $17.17 million. The Earnings Whisper number was $0.15 per share. The company missed expectations by 33.33% while revenue fell 6.63% compared to the same quarter a year ago.

The company said it continues to expect fiscal 2026 non-GAAP earnings of $1.03 to $1.10 per share on revenue of $79.0 million to $82.0 million. The current consensus earnings estimate is $1.03 per share on revenue of $80.00 million for the year ending August 31, 2026.

Simulations Plus Inc designs and develops pharmaceutical simulation software to promote cost-effective solutions to a number of problems in pharmaceutical research and in the education of pharmacy and medical students.

Chart for Simulations Plus Inc

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

Marvell Technology Group is Expected to Beat Estimates

Logo for Marvell Technology Group Ltd.Marvell Technology Group (MRVL) is confirmed to report earnings on Tuesday, December 2, 2025 at approximately 4:05 PM ET. The consensus earnings estimate is $0.74 per share on revenue of $2.06 billion, respresenting 35.9% year-over-year revenue growth, and the Earnings Whisper ® number is $0.76 per share. Investors are 40.4% bearish going into the company's earnings release. Option traders are pricing in a 12.0% move on earnings and the stock has averaged a 14.5% move in recent quarters.

Chart for Marvell Technology Group Ltd.

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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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