Earnings Whispers - August 28, 2025

Summary for Thursday, August 28, 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

Marvell Technology Group Missed Expectations

Logo for Marvell Technology Group Ltd.Marvell Technology Group (MRVL) reported earnings of $0.67 per share on revenue of $2.01 billion for the fiscal second quarter ended July 2025. The consensus earnings estimate was $0.67 per share on revenue of $2.01 billion. The Earnings Whisper number was $0.70 per share. The company missed expectations by 4.29% while revenue grew 57.60% on a year-over-year basis.

The company said it expects third quarter non-GAAP earnings of $0.69 to $0.79 per share on revenue of $1.957 billion to $2.163 billion. The current consensus earnings estimate is $0.73 per share on revenue of $2.11 billion for the quarter ending October 31, 2025.

"Marvell delivered record revenue of $2.006 billion in the second quarter – a 58% year-over-year increase – and we expect continued growth into the third quarter, accompanied by operating margin and earnings per share expansion," said Matt Murphy, Marvell's Chairman and CEO. "Marvell's growth is being fueled by strong AI demand for our custom silicon and electro-optics products, as well as a significant increase in the pace of recovery in our enterprise networking and carrier infrastructure end markets. Our custom AI design activity is at an all-time high, with the Marvell team now engaged in over 50 new opportunities across more than 10 customers."

Marvell Technology Group Ltd is a fabless semiconductor provider of analog, mixed-signal, digital signal processing and embedded microprocessor integrated circuits.

Chart for Marvell Technology Group Ltd.

Positive Guidance

Ambarella Guides Above Estimates

Logo for Ambarella, Inc.Ambarella, Inc. (AMBA) said it expects third quarter revenue of $100.0 million to $108.0 million. The current consensus revenue estimate is $91.87 million for the quarter ending October 31, 2025.

Ambarella Inc is a developer of semiconductor processing solutions for video that enable high-definition (HD), video capture, sharing and display.

Chart for Ambarella, Inc.

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Negative Guidance

Li Auto Sees Revenue Below Estimates

Logo for Li Auto Inc.Li Auto Inc. (LI) said it expects third quarter revenue of $3.50 billion to $3.70 billion. The current consensus revenue estimate is $5.95 billion for the quarter ending September 30, 2025.

Li Auto Inc. is an innovator in China’s new energy vehicle market. The Company designs, develops, manufactures, and sells premium smart electric vehicles.

Chart for Li Auto Inc.

Other Top Guidance Announcements

TITNTitan Machinery Raises Revenue Guidance Above Estimates
HRLHormel Foods Guides Earnings Below Estimates
DGDollar General Corporation
GCOGenesco Raises Revenue Guidance
MBUUMalibu Boats Sees Revenue Below Estimates
BURLBurlington Raises Guidance
BBWIBath & Body Works Narrows Guidance
BBWBuild-A-Bear Workshop Raises Guidance but Remains In-line with Estimates
ESTCElastic Raises Guidance
ULTAULTA Beauty Raises Guidance
VSCOVictoria's Secret Raises Revenue Guidance
ADSKAutodesk Raises Guidance

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Positive Surprise

Petco Health and Wellness Company Beat Expectations

Logo for Petco Health and Wellness Company, Inc.Petco Health and Wellness Company (WOOF) reported earnings of $0.05 per share on revenue of $1.49 billion for the fiscal second quarter ended July 2025. The consensus estimate was a loss of $0.02 per share on revenue of $1.49 billion. The Earnings Whisper number was $0.01 per share. The company beat expectations by 400.00% while revenue fell 2.31% compared to the same quarter a year ago.

The company said it expects third quarter revenue of approximately $1.47 billion and continues to expect fiscal 2026 revenue of approximately $5.96 billion. The current consensus revenue estimate is $1.48 billion for the quarter ending October 31, 2025 and revenue of $5.98 billion for the year ending January 31, 2026.

Petco is a category-defining health and wellness company focused on improving the lives of pets, pet parents and our own Petco partners.

Chart for Petco Health and Wellness Company, Inc.

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Negative Surprise

Lucky Strike Entertainment Missed Consensus Estimates

Logo for Lucky Strike Entertainment CorpLucky Strike Entertainment (LUCK) reported a loss of $0.49 per share on revenue of $301.18 million for the fiscal fourth quarter ended June 2025. The consensus estimate was a loss of $0.07 per share on revenue of $293.95 million. The company missed consensus estimates by 600.00%.

Lucky Strike Entertainment is one of the world’s premier location-based entertainment platforms.

Chart for Lucky Strike Entertainment Corp

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

Alibaba Group Holding is Expected to Miss Estimates

Logo for Alibaba Group Holding Ltd.Alibaba Group Holding (BABA) is confirmed to report earnings on Friday, August 29, 2025 at approximately 5:35 AM ET. The consensus earnings estimate is $2.13 per share on revenue of $34.26 billion, respresenting 2.4% year-over-year revenue growth, and the Earnings Whisper ® number is $2.10 per share. Investors are 31.4% bullish going into the company's earnings release. Option traders are pricing in a 7.8% move on earnings and the stock has averaged a 5.0% 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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