Earnings Whispers - August 6, 2025

Summary for Tuesday, August 5, 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

Advanced Micro Devices Missed Expectations

Logo for Advanced Micro Devices, Inc.Advanced Micro Devices (AMD) reported earnings of $0.48 per share on revenue of $7.69 billion for the second quarter ended June 2025. The consensus earnings estimate was $0.49 per share on revenue of $7.41 billion. The Earnings Whisper number was $0.51 per share. The company missed expectations by 5.88% while revenue grew 31.71% on a year-over-year basis.

The company said it expects third quarter revenue of $8.40 billion to $9.00 billion. The current consensus revenue estimate is $8.18 billion for the quarter ending September 30, 2025.

“We delivered strong revenue growth in the second quarter led by record server and PC processor sales,” said Dr. Lisa Su, AMD Chair and CEO. “We are seeing robust demand across our computing and AI product portfolio and are well positioned to deliver significant growth in the second half of the year, driven by the ramp of our AMD Instinct MI350 series accelerators and ongoing EPYC and Ryzen processor share gains.”

Advanced Micro Devices Inc is a semiconductor company with facilities around the world. It operates in two segments: Computing Solutions and Graphics and Visual Solutions.

Chart for Advanced Micro Devices, Inc.

Positive Guidance

Douglas Emmett Raises Guidance

Logo for Douglas Emmett Inc.Douglas Emmett Inc. (DEI) said it expects 2025 earnings of $1.62 to $2.15 per share. The company's previous guidance was earnings of $1.42 to $1.48 per share, and the current consensus earnings estimate is $1.45 per share for the year ending December 31, 2025.

Douglas Emmett Inc is a self-administered real estate investment trust. It owns and operates office and multifamily properties located in California and Hawaii. It has two segments namely, Office Properties and Multifamily Properties.

Chart for Douglas Emmett Inc.

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Negative Guidance

Frontier Guides Below Estimates

Logo for Frontier Group Holdings, Inc. Frontier Group Holdings, Inc. (ULCC) said it expects a third-quarter loss of $0.42 to $0.26 per share. The current consensus estimate is a loss of $0.09 per share for the quarter ending September 30, 2025.

Frontier Airlines is committed to “Low Fares Done Right.” Headquartered in Denver, Colorado, the company operates more than 100 A320 family aircraft and has the largest A320neo fleet in the U.S.

Chart for Frontier Group Holdings, Inc.

Other Top Guidance Announcements

MYGNMyriad Genetics Raises Revenue Guidance
RYTMRhythm Pharmaceuticals Reaffirms Above Estimates
IPGPIPG Photonics Guides In-line
HPPHudson Pacific Properties Guides In-line
NVRIEnviri Lowers Guidance
CCLDCareCloud Reaffirms Below Estimates
AEISAdvanced Energy Guides Above Estimates
SLABSilicon Labs Guides In-line
ACLSAxcelis Technologies Guides Above Estimates
OPENOpendoor Guides Below Estimates
REZIResideo Technologies Guides Above Estimates
SWKSSkyworks Guides Above Estimates
LGIHLGI Homes Withdraws Guidance

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Positive Surprise

Vivid Seats Beat Consensus Estimates

Logo for Vivid Seats Inc Cl AVivid Seats (SEAT) reported earnings of $0.28 per share on revenue of $143.57 million for the second quarter ended June 2025. The consensus estimate was a loss of $0.04 per share on revenue of $153.98 million. The company beat consensus estimates by 800.00% while revenue fell 27.61% compared to the same quarter a year ago.

Vivid Seats is a leading online ticket marketplace committed to becoming the ultimate partner for connecting fans to the live events, artists, and teams they love.

Chart for Vivid Seats Inc Cl A

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Negative Surprise

Ares Commercial Real Estate Missed Consensus Estimates

Logo for Ares Commercial Real Estate CorAres Commercial Real Estate (ACRE) reported a loss of $0.53 per share on revenue of $12.57 million for the second quarter ended June 2025. The consensus estimate was a loss of $0.01 per share on revenue of $27.54 million. The company missed consensus estimates by 5,200.00% while revenue fell 25.19% compared to the same quarter a year ago.

Ares Commercial Real Estate Corp is a specialty finance company that is primarily focused on directly originating, managing and servicing a diversified portfolio of commercial real estate (CRE) debt-related investments for its own account.

Chart for Ares Commercial Real Estate Cor

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

AppLovin is Expected to Beat Estimates

Logo for AppLovin CorporationAppLovin (APP) is confirmed to report earnings on Wednesday, August 6, 2025 at approximately 4:10 PM ET. The consensus earnings estimate is $1.99 per share on revenue of $1.21 billion, respresenting 12.0% year-over-year revenue growth, and the Earnings Whisper ® number is $2.15 per share. Investors are 10.8% bullish going into the company's earnings release. Option traders are pricing in a 16.7% move on earnings and the stock has averaged a 22.6% move in recent quarters.

Chart for AppLovin Corporation

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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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