Earnings Whispers - August 8, 2025

Summary for Thursday, August 7, 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

Trade Desk Missed Expectations

Logo for Trade Desk, Inc.Trade Desk (TTD) reported earnings of $0.41 per share on revenue of $694.04 million for the second quarter ended June 2025. The consensus earnings estimate was $0.42 per share on revenue of $684.33 million. The Earnings Whisper number was $0.44 per share. The company missed expectations by 6.82% while revenue grew 18.73% on a year-over-year basis.

The company said it expects third quarter revenue of at least $717.0 million. The current consensus revenue estimate is $714.26 million for the quarter ending September 30, 2025.

“Q2 was a strong quarter for The Trade Desk, with revenue growing to $694 million, up 19% year-over-year, as we continue to outpace the digital advertising market,” said Jeff Green, CEO and Co-Founder, The Trade Desk. “The first half of 2025 has been defined by meaningful innovation across our platform. Kokai is helping advertisers drive better results by integrating more data into every decision, using AI as a co-pilot, and unlocking the full potential of first-party data. We’ve also made significant progress in CTV, retail media, and the supply chain, empowering the world’s largest brands and agencies to reach audiences across the open internet. With continued innovation in Kokai, growing adoption of OpenPath, and deeper partnerships across the ecosystem, we’re delivering exceptional value to our clients and helping to strengthen the open internet in the process.”

The Trade Desk is a technology company that empowers buyers of advertising.

Chart for Trade Desk, Inc.

Positive Guidance

Varex Guides Above Estimates

Logo for Varex Imaging CorporationVarex Imaging Corporation (VREX) said it expects fourth quarter earnings of $0.10 to $0.30 per share on revenue of $210.0 million to $230.0 million. The current consensus earnings estimate is $0.08 per share on revenue of $199.03 million for the quarter ending September 30, 2025.

Varex Imaging Corporation is a leading innovator, designer and manufacturer of X-ray imaging components, which include X-ray tubes, digital detectors and other image processing solutions that are key components of X-ray imaging systems.

Chart for Varex Imaging Corporation

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Negative Guidance

Rackspace Technology Guides Below Estimates

Logo for Rackspace Technology, Inc.Rackspace Technology, Inc. (RXT) said it expects a third quarter loss of $0.06 to $0.04 per share on revenue of $660.0 million to $674.0 million. The current consensus estimate is a loss of $0.02 per share on revenue of $665.70 million for the quarter ending September 30, 2025.

Rackspace Technology is a leading end-to-end multicloud technology services company.

Chart for Rackspace Technology, Inc.

Other Top Guidance Announcements

ONTFON24 Reaffirms Earnings Guidance Above Estimates
ARBEArbe Robotics Reaffirms
APPNAppian Raises Guidance
UEICUniversal Electronics Sees Revenue Below Estimates
AAOIApplied Optoelectronics Guides In-line
OSOneStream Raises Guidance but Earnings Remain In-line with Estimates
NUSNu Skin Enterprises Guides Above Estimates
WLDNWilldan Group Raises Guidance
VIAVViavi Guides Above Estimates
ECVTEcovyst Narrows Guidance
YETIYETI Provides Mixed Guidance
LASRnLIGHT Sees Revenue Above Estimates
STEMStem Reaffirms

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Positive Surprise

CleanSpark Beat Expectations

Logo for CleanSpark, Inc.CleanSpark (CLSK) reported earnings of $0.78 per share on revenue of $198.64 million for the fiscal third quarter ended June 2025. The consensus estimate was for breakeven results on revenue of $195.09 million. The Earnings Whisper number was $0.02 per share. The company beat expectations by 3,800.00% while revenue grew 90.81% on a year-over-year basis.

CleanSpark, Inc., a Nevada corporation, is an energy technology and clean Bitcoin mining Company that is focused on solving modern energy challenges.

Chart for CleanSpark, Inc.

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Negative Surprise

Precision BioSciences Missed Consensus Estimates

Logo for Precision Biosciences IncPrecision BioSciences (DTIL) reported a loss of $2.13 per share on revenue of $0.02 million for the second quarter ended June 2025. The consensus estimate was a loss of $0.09 per share on revenue of $13.70 million. The company missed consensus estimates by 2,266.67% while revenue fell 99.96% compared to the same quarter a year ago.

Precision BioSciences, Inc. is a clinical stage biotechnology company dedicated to improving life (DTIL) with its novel and proprietary ARCUS® genome editing platform. ARCUS is a highly specific and versatile genome editing platform that was designed with therapeutic safety, delivery, and control in mind.

Chart for Precision Biosciences Inc

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

Tempus AI, Inc. is Expected to Beat Estimates

Logo for Tempus AI, Inc. before the market opens. The consensus estimate is a loss of $0.25 per share on revenue of $299.32 million, respresenting 80.3% year-over-year revenue growth, and the Earnings Whisper ® number is a loss of $0.22 per share. Investors are 17.7% bearish going into the company's earnings release. Option traders are pricing in a 13.6% move on earnings and the stock has averaged a 10.6% move in recent quarters.

Chart for Tempus AI, 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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