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CoreWeave (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."
Positive Guidance
Everus Raises Guidance
Everus 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.
Luminar 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.
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Positive Surprise
Theravance Biopharma Beat Consensus Estimates
Theravance 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.
Circle 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.
Cisco Systems is Expected to Beat Estimates
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.