Earnings Whispers - November 7, 2025

Summary for Thursday, November 6, 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 IncTrade Desk (TTD) reported earnings of $0.45 per share on revenue of $739.43 million for the third quarter ended September 2025. The consensus earnings estimate was $0.43 per share on revenue of $718.16 million. The Earnings Whisper number was $0.46 per share. The company missed expectations by 2.17% while revenue grew 17.74% on a year-over-year basis.

The company said it expects fourth quarter revenue of at least $840.0 million. The current consensus revenue estimate is $831.27 million for the quarter ending December 31, 2025.

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

Chart for Trade Desk Inc

Positive Guidance

Universal Electronics Guides to a Fourth Quarter Profit

Logo for Universal Electronics Inc.Universal Electronics Inc. (UEIC) said it expects fourth quarter non-GAAP earnings of $0.01 to $0.11 per share on revenue of $82.0 million to $92.0 million. The current consensus estimate is a loss of $0.04 per share on revenue of $90.9 million for the quarter ending December 31, 2025.

Universal Electronics Inc develops control technology solutions and manufactures and sells re-programmed universal remote control products, AV accessories, and software to enhance home entertainment systems.

Chart for Universal Electronics Inc.

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Negative Guidance

Fox Factory Guides Earnings Below Estimates

Logo for Fox Factory Holding Corp.Fox Factory Holding Corp. (FOXF) said it expects fourth quarter earnings of $0.05 to $0.25 per share on revenue of $340.0 million to $370.0 million. The current consensus earnings estimate is $0.55 per share on revenue of $367.00 million for the quarter ending December 31, 2025.

Fox Factory Holding Corp designs, manufactures and markets high end suspension products for mountain bikes and powered vehicles, including all-terrain vehicles, snowmobiles and other off-road vehicles.

Chart for Fox Factory Holding Corp.

Other Top Guidance Announcements

BRFHBarfresh Reaffirms
OSOneStream Guides Above Estimates
CCLDCareCloud Provides Mixed Guidance
APPNAppian Sees Earnings Below Estimates
SNDKSanDisk Guides Above Estimates
LASRnLIGHT Sees Revenue Above Estimates
DDOGDatadog Guides Above Estimates
RXTRackspace Technology Guides In-line
FROGJFrog Guides Above Estimates
NRDYNerdy Guides Below Estimates
GMEDGlobus Medical Raises Guidance
AMNAMN Healthcare Services Sees Revenue Above Estimates
ARLOArlo Guides In-line

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Positive Surprise

Vericel Beat Consensus Estimates

Logo for Vericel CorporationVericel (VCEL) reported earnings of $0.10 per share on revenue of $67.50 million for the third quarter ended September 2025. The consensus estimate was a loss of $0.02 per share on revenue of $64.29 million. The company beat consensus estimates by 600.00% while revenue grew 16.58% on a year-over-year basis.

The company said it expects 2025 revenue of $272.0 million to $276.0 million. The current consensus revenue estimate is $275.07 million for the year ending December 31, 2025.

Vericel Corp is engaged in the development of patient-specific expanded cellular therapies for use in the treatment of patients with severe diseases and conditions. It markets two cell therapy products including Carticel and Epicel.

Chart for Vericel Corporation

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Negative Surprise

Ready Capital Missed Consensus Estimates

Logo for Ready Capital CorpReady Capital (RC) reported a loss of $0.94 per share on revenue of $137.49 million for the third quarter ended September 2025. The consensus earnings estimate was $0.02 per share on revenue of $44.08 million. The company missed consensus estimates by 4,800.00% while revenue fell 39.31% compared to the same quarter a year ago.

Ready Capital Corporation (NYSE: RC) is a multi-strategy real estate finance company that originates, acquires, finances and services small- to medium-sized balance commercial loans. The Company specializes in loans backed by commercial real estate, including agency multifamily, investor and bridge as well as U.S. Small Business Administration loans under its Section 7(a) program. Headquartered in New York, New York, the Company employs over 400 lending professionals nationwide.

Chart for Ready Capital Corp

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

Wendy's International is Expected to Beat Estimates

Logo for Wendy's International, Inc.Wendy's International (WEN) is confirmed to report earnings on Friday, November 7, 2025 at approximately 7:00 AM ET. The consensus earnings estimate is $0.20 per share on revenue of $541.06 million, a decline of 4.5% year-over-year, and the Earnings Whisper ® number is $0.21 per share. Investors are 52.6% bearish going into the company's earnings release. Option traders are pricing in a 5.5% move on earnings and the stock has averaged a 2.2% move in recent quarters.

Chart for Wendy's International, 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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