Earnings Whispers - November 13, 2025

Summary for Wednesday, November 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

Cisco Systems Reported In-line with Expectations

Logo for Cisco Systems IncCisco Systems (CSCO) reported earnings of $1.00 per share on revenue of $14.88 billion for the fiscal first quarter ended October 2025. The consensus earnings estimate was $0.98 per share on revenue of $14.78 billion. The Earnings Whisper number was $1.00 per share. The company reported in-line with expectations while revenue grew 7.53% on a year-over-year basis.

The company said it expects second quarter non-GAAP earnings of $1.01 to $1.03 per share on revenue of $15.0 billion to $15.20 billion. The current consensus earnings estimate is $0.99 per share on revenue of $14.65 billion for the quarter ending January 31, 2026. The company said it expects fiscal 2026 non-GAAP earnings of $4.08 to $4.14 per share on revenue of $60.20 billion to $61.00 billion. The company's previous guidance was earnings of $4.00 to $4.06 per share on revenue of $59.0 billion to $60.0 billion, and the current consensus earnings estimate is $4.05 per share on revenue of $59.59 billion for the year ending July 31, 2026.

"We had a solid start to fiscal 2026, and Cisco is on track to deliver our strongest year yet," said Chuck Robbins, chair and CEO of Cisco. "The widespread demand for our technologies highlights the critical role of secure networking and the value of our portfolio as customers move quickly to unlock the potential of AI."

Cisco Systems Inc is engaged in designing, manufacturing and selling of Internet Protocol (IP) based networking products and services related to the communications and information technology (IT) industry.

Chart for Cisco Systems Inc

Positive Guidance

FTC Solar Sees Revenue Above Estimates

Logo for FTC Solar, IncFTC Solar, Inc (FTCI) said it expects fourth quarter revenue of $30.0 million to $35.0 million. The current consensus revenue estimate is $23.40 million for the quarter ending December 31, 2025.

Founded in 2017 by a group of renewable energy industry veterans, FTC Solar is a?fast-growing, global provider of solar tracker systems, technology, software, and engineering services.

Chart for FTC Solar, Inc

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Negative Guidance

Airgain Guides Below Estimates

Logo for Airgain, Inc.Airgain, Inc. (AIRG) said it expects fourth quarter non-GAAP earnings of approximately breakeven on revenue of $12.0 million to $14.0 million. The current consensus earnings estimate is $0.04 per share on revenue of $15.2 million for the quarter ending December 31, 2025.

Airgain is a leading provider of advanced wireless connectivity solutions and technologies used to enable high performance wireless networking across a broad range of devices and markets, including consumer, enterprise, and automotive.

Chart for Airgain, Inc.

Other Top Guidance Announcements

CRMDCorMedix Raises Guidance
ARDTArdent Health Lowers Earnings Guidance
SURGSurgePays Reaffirms Above Estimates
SVCOSilvaco Guides Below Estimates
FLYFirefly Aerospace Raises Guidance
LOARLoar Raises 2025 Guidance, but Guides In-line for 2026
WBTNWEBTOON Guides Below Estimates
CURICuriosityStream Guides Above Estimates
KLCKinderCare Lowers Guidance
GFSGlobalFoundries Guides In-line
SSTISoundThinking Lowers Guidance
ENLTEnlight Renewable Energy Raises Guidance
NOANorth American Construction Reaffirms Revenue Above Estimates

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Positive Surprise

uCloudlink Group Beat Consensus Estimates

Logo for Ucloudlink Group Inc ADRuCloudlink Group (UCL) reported earnings of $0.24 per share on revenue of $21.15 million for the third quarter ended September 2025. The consensus earnings estimate was $0.02 per share on revenue of $22.10 million. The company beat consensus estimates by 1,100.00% while revenue fell 16.03% compared to the same quarter a year ago.

The company said it expects fourth quarter revenue of $22.0 million to $26.5 million. The current consensus revenue estimate is $25.0 million for the quarter ending December 31, 2025.

uCloudlink is the world’s first and leading mobile data traffic sharing marketplace, pioneering the sharing economy business model for the telecommunications industry.

Chart for Ucloudlink Group Inc ADR

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Negative Surprise

XOMA Missed Consensus Estimates

Logo for Xoma Royalty CorporationXOMA (XOMA) reported a loss of $0.35 per share on revenue of $9.35 million for the third quarter ended September 2025. The consensus estimate was a loss of $0.02 per share on revenue of $12.59 million. The company missed consensus estimates by 1,650.00% while revenue grew 29.93% on a year-over-year basis.

XOMA Corp is a biotechnology company, which is engaged in the development and manufacturing of therapeutic antibodies and other agents designed to treat inflammatory, autoimmune, infectious and oncological diseases.

Chart for Xoma Royalty Corporation

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

Walt Disney is Expected to Beat Estimates

Logo for Walt Disney CoWalt Disney (DIS) is confirmed to report earnings on Thursday, November 13, 2025 at approximately 6:40 AM ET. The consensus earnings estimate is $1.03 per share on revenue of $22.88 billion, respresenting 1.4% year-over-year revenue growth, and the Earnings Whisper ® number is $1.12 per share. Investors are 29.8% bearish going into the company's earnings release. Option traders are pricing in a 7.4% move on earnings and the stock has averaged a 6.0% move in recent quarters.

Chart for Walt Disney Co

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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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