Earnings Whispers - August 12, 2025

Summary for Tuesday, August 12, 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

CoreWeave Missed Expectations

Logo for Coreweave Inc Cl ACoreWeave (CRWV) reported a loss of $0.25 per share on revenue of $1.21 billion for the second quarter ended June 2025. The consensus estimate was a loss of $0.20 per share on revenue of $1.08 billion. The Earnings Whisper number was a loss of $0.17 per share. The company missed expectations by 47.06%.

"Our strong second quarter performance demonstrates continued momentum across every dimension of our business," said Michael Intrator, Co-Founder, Chairman of the Board and Chief Executive Officer, CoreWeave. "We are scaling rapidly as we look to meet the unprecedented demand for AI."

Chart for Coreweave Inc Cl A

Positive Guidance

Everus Raises Guidance

Logo for Everus Construction GroupEverus Construction Group (ECG) said it expects 2025 revenue of $3.30 billion to $3.40 billion. The company's previous guidance was revenue of $3.00 billion to $3.10 billion and the current consensus revenue estimate is $3.09 billion for the year ending December 31, 2025.



Chart for Everus Construction Group

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Negative Guidance

Luminar Technologies Lowers Guidance

Logo for Luminar Technologies IncLuminar Technologies Inc (LAZR) said it expects third quarter revenue of $17.0 million to $19.0 million and now expects 2025 revenue of $67.0 million to $74.0 million. The company's previous guidance was 2025 revenue of $82.0 million to $90.0 million.The current consensus revenue estimate is $22.4 million for the quarter ending September 30, 2025 and revenue of $86.6 million for the year ending December 31, 2025.

Luminar is an autonomous vehicle sensor and software company with the vision to make autonomy safe and ubiquitous by delivering the only lidar and associated software that meets the industry’s stringent performance, safety, and economic requirements. Luminar has rapidly gained over 50 industry partners, including 7 of the top 10 global automotive OEMs.

Chart for Luminar Technologies Inc

Other Top Guidance Announcements

XAIRBeyond Air Reaffirms
FORMFormFactor Reaffirms
LITELumentum Sees Revenue Above Estimates
KLCKinderCare Narrows Revenue Guidance
PSFEPaysafe Reaffirms
WBTNWEBTOON Entertainment Sees Revenue Above Estimates
INTAIntapp Sees 2026 Revenue Above Estimates
RPIDRapid Micro Biosystems Reaffirms
CAHCardinal Health Raises Guidance
BTMBitcoin Depot Provides Revenue Guidance
NPCENeuroPace Raises Guidance, but Remains In-line with Estimates
IHSIHS Raises Guidance
HRBH&R Block Sees Revenue Above Estimates but Guides Earnings Below

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Positive Surprise

Theravance Biopharma Beat Consensus Estimates

Logo for Theravance Bio OrdTheravance Biopharma (TBPH) reported earnings of $1.08 per share on revenue of $26.20 million for the second quarter ended June 2025. The consensus estimate was a loss of $0.25 per share on revenue of $17.04 million. The company beat consensus estimates by 532.00% while revenue grew 83.75% on a year-over-year basis.

Theravance Biopharma Inc is engaged in discovery (research), development and commercialization of human therapeutics.

Chart for Theravance Bio Ord

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Negative Surprise

Circle Internet Group Missed Expectations

Logo for Circle Internet Group Inc Cl ACircle Internet Group (CRCL) reported a loss of $1.35 per share on revenue of $658.08 million for the second quarter ended June 2025. The consensus earnings estimate was $0.29 per share on revenue of $645.35 million. The Earnings Whisper number was $0.35 per share. The company missed expectations by 485.71%.

Circle is a global financial technology firm that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce, and financial applications worldwide.

Chart for Circle Internet Group Inc Cl A

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

Cisco Systems is Expected to Beat Estimates

Logo for Cisco Systems, Inc.Cisco Systems (CSCO) is confirmed to report earnings on Wednesday, August 13, 2025 at approximately 4:05 PM ET. The consensus earnings estimate is $0.98 per share on revenue of $14.61 billion, respresenting 7.1% year-over-year revenue growth, and the Earnings Whisper ® number is $1.01 per share. Investors are 39.2% bullish going into the company's earnings release. Option traders are pricing in a 5.6% move on earnings and the stock has averaged a 3.5% move in recent quarters.

Chart for Cisco Systems, 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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