Earnings Whispers - November 25, 2025

Summary for Monday, November 24, 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

Zoom Communications Missed Expectations

Logo for NasdaqZoom Communications (ZM) reported earnings of $1.52 per share on revenue of $1.23 billion for the fiscal third quarter ended October 2025. The consensus earnings estimate was $1.44 per share on revenue of $1.21 billion. The Earnings Whisper number was $1.55 per share. The company missed expectations by 1.94% while revenue grew 4.44% on a year-over-year basis.

The company said it expects fourth quarter non-GAAP earnings of $1.48 to $1.49 per share on revenue of $1.230 billion to $1.235 billion. The current consensus earnings estimate is $1.43 per share on revenue of $1.220 billion for the quarter ending January 31, 2026.

“Zoom is continuing to build on our vision of an AI-first platform that helps people connect and collaborate more seamlessly,” said Eric S. Yuan, Zoom’s founder and CEO. “This quarter we announced AI Companion 3.0, and we’re thrilled to see AI Companion adoption grow meaningfully. We’re also seeing strong momentum with Custom AI Companion and our AI-first Customer Experience suite, which helped make this one of our best CX quarters, with broad AI adoption across major deals. Our disciplined approach is fueling top-line growth, stellar profitability, and lower dilution helping us turn AI innovation into real, lasting value for customers and shareholders."

Zoom is a space where you can connect to others, share ideas, make plans, and build toward a future limited only by your imagination.

Chart for Nasdaq

Positive Guidance

Fluence Energy Sees Revenue Above Estimates

Logo for Fluence Energy, Inc.Fluence Energy, Inc. (FLNC) said it expects fiscal 2026 revenue of $3.20 billion to $3.60 billion. The current consensus estimate is revenue of $3.08 billion for the year ending September 30, 2026.

Fluence, a Siemens and AES company, is a global market leader in energy storage products, services, and digital applications for renewables and storage.

Chart for Fluence Energy, Inc.

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Negative Guidance

Waldencast Lowers Guidance

Logo for Waldencast PLCWaldencast PLC (WALD) said it expects 2025 revenue of approximately $273.9 million. The company's previous guidance was revenue of $276.6 million to $290.3 million, and the current consensus revenue estimate is $282.4 million for the year ending December 31, 2025.

Waldencast’s ambition is to build a global best-in-class beauty and wellness operating platform by developing, acquiring, accelerating, and scaling conscious, high-growth, purpose-driven brands.

Chart for Waldencast PLC

Other Top Guidance Announcements

ZETAZeta Global Raises Guidance with Acquisition
SMTCSemtech Sees Revenue Above Estimates
KEYSKeysight Technologies Guides Above Estimates
WWDWoodward Sees Revenue Above Estimates
AMTMAmentum Guides In-line
SYMSymbotic Revenue Above Estimates
PFGCPerformance Food Group Reaffirms
CENTCentral Garden & Pet Guides In-line
NWTGNewton Golf Reaffirms
USFDUS Foods Reaffirms
BLBDBlue Bird Reaffirms
AAgilent Guides Revenue Above Estimates

Apple’s Next Secret Is Already in Your Pocket

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Apple has hidden a new technology in every iPhone for two years. If it activates, one tiny company could make headlines overnight. Don’t wait until the reveal.

See Alex’s full “Project Orion” briefing before the news breaks.

Positive Surprise

GDEV Beat Consensus Estimates

Logo for NasdaqGDEV (GDEV) reported earnings of $1.32 per share on revenue of $97.57 million for the third quarter ended September 2025. The consensus earnings estimate was $0.42 per share on revenue of $96.50 million. The company beat consensus estimates by 214.29% while revenue fell 11.83% compared to the same quarter a year ago.

GDEV is a hub of gaming studios, focused on development and growth of its franchise portfolio across various genres and platforms.

Chart for Nasdaq

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Negative Surprise

Alico Missed Consensus Estimates

Logo for NasdaqAlico (ALCO) reported a loss of $1.10 per share on revenue of $0.80 million for the fiscal fourth quarter ended September 2025. The consensus estimate was a loss of $0.39 per share on revenue of $0.30 million. The company missed consensus estimates by 182.05% while revenue fell 14.22% compared to the same quarter a year ago.

Alico, Inc. primarily operates two divisions: Alico Citrus, one of the nation’s largest citrus producers, and Land Management and Other Operations, which includes land leasing and related support operations.

Chart for Nasdaq

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

Alibaba Group Holding is Expected to Beat Estimates

Logo for Alibaba Group Holding Ltd.Alibaba Group Holding (BABA) is confirmed to report earnings on Tuesday, November 25, 2025 at approximately 5:35 AM ET. The consensus earnings estimate is $0.66 per share on revenue of $34.43 billion, respresenting 2.2% year-over-year revenue growth, and the Earnings Whisper ® number is $0.71 per share. Investors are 31.9% bullish going into the company's earnings release. Option traders are pricing in a 7.5% move on earnings and the stock has averaged a 6.2% move in recent quarters.

Chart for Alibaba Group Holding 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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