Earnings Whispers - November 6, 2025

Summary for Wednesday, November 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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Why gold’s 50% gain isn’t what it seems?

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As financial media fixates on flashy sectors and speculative headlines, gold is riding a quieter but deeper wave. Our A.I. highlights where these historic flows are going next: safe-asset demand, fiscal strain, and currency risk all affect not just gold’s future direction, but an even bigger surprise. We’re hosting a free live training session to walk you through these signals and show you how to follow smart, real-time cues (and not the hype). Join the live A.I. forecast and get ahead of the crowd.

Top Earnings News

Robinhood Markets Beat Expectations

Logo for Robinhood Markets Inc Cl ARobinhood Markets (HOOD) reported earnings of $0.61 per share on revenue of $1.27 billion for the third quarter ended September 2025. The consensus earnings estimate was $0.51 per share on revenue of $1.21 billion. The Earnings Whisper number was $0.57 per share. The company beat expectations by 7.02% while revenue grew 100.00% on a year-over-year basis.

"Our team’s relentless product velocity drove record business results in Q3 and we’re not slowing down— Prediction Markets are growing rapidly, Robinhood Banking is starting to roll out, and Robinhood Ventures is coming,” said Vlad Tenev, Chairman and CEO of Robinhood.

Robinhood Markets is on a mission to democratize finance for all.

Chart for Robinhood Markets Inc Cl A

Positive Guidance

Fastly Guides Above Estimates

Logo for Fastly, Inc.Fastly, Inc. (FSLY) said it expects fourth quarter non-GAAP earnings of $0.04 to $0.08 per share on revenue of $159.0 million to $163.0 million. The current consensus earnings estimate is $0.01 per share on revenue of $153.82 million for the quarter ending December 31, 2025.

Fastly’s powerful and programmable edge cloud platform helps the world’s top brands deliver online experiences that are fast, safe, and engaging through edge compute, delivery, security, and observability offerings that improve site performance, enhance security, and empower innovation at global scale.

Chart for Fastly, Inc.

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Negative Guidance

Resideo Guides Below Estimates

Logo for Resideo Technologies, Inc.Resideo Technologies, Inc. (REZI) said it expects fourth quarter non-GAAP earnings of $0.42 to $0.52 per share on revenue of $1.85 billion to $1.89 billion. The current consensus earnings estimate is $0.77 per share on revenue of $1.91 billion for the quarter ending December 31, 2025.

Resideo is a leading global manufacturer and distributor of technology-driven products and solutions that provide comfort, security, energy efficiency and control to customers worldwide.

Chart for Resideo Technologies, Inc.

Other Top Guidance Announcements

ACADACADIA Pharmaceuticals Narrows Guidance
SHOOSteve Madden Guides Above Estimates
AMPLAmplitude Guides Above Estimates
MKSIMKS Instruments Guides Above Estimates
KMTKennametal Raises Guidance
FRSHFreshworks Guides Above Estimates
SESSES AI Narrows Guidance Above Estimates
ARMArm Guides Above Estimates
ELFe.l.f. Beauty Guides Below Estimates
ELANElanco Animal Health Sees Fourth Quarter Earnings Below Estimates, but Revenue Above
PTCPTC Guides In-line
IONQIonQ Raises Guidance
VECOVeeco Guides In-line

Apple’s Next Secret Is Already in Your Pocket

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Apple has hidden a new technology in every iPhone for two years. If it activates, one tiny company could make headlines overnight. Don’t wait until the reveal.

See Alex’s full “Project Orion” briefing before the news breaks.

Positive Surprise

Miller Industries Beat Consensus Estimates

Logo for Miller IndustriesMiller Industries (MLR) reported earnings of $0.27 per share on revenue of $178.67 million for the third quarter ended September 2025. The consensus earnings estimate was $0.02 per share. The company beat consensus estimates by 1,250.00% while revenue fell 43.15% compared to the same quarter a year ago.

Miller Industries, Inc. is a leading integrated provider of vehicle towing and recovery equipment and services. The Company's business is divided into two segments: (i) manufacturing and distributing towing and recovery equipment and providing financial and related services to the towing and recovery industry and (ii) providing towing and specialized transportation services. The Company markets its towing and recovery equipment under several well-recognized brand names and markets its towing services under the national brand name of RoadOne(R).

Chart for Miller Industries

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Negative Surprise

Amplitude Missed Expectations

Logo for Amplitude Inc Cl AAmplitude (AMPL) reported a loss of $0.18 per share on revenue of $88.56 million for the third quarter ended September 2025. The consensus earnings estimate was $0.19 per share on revenue of $86.03 million. The Earnings Whisper number was $0.01 per share. The company missed expectations by 1,900.00% while revenue grew 17.74% on a year-over-year basis.

The company said it expects fourth quarter non-GAAP earnings of $0.04 to $0.05 per share on revenue of $89.0 million to $91.0 million. The current consensus earnings estimate is $0.03 per share on revenue of $87.56 million for the quarter ending December 31, 2025.

Amplitude is the pioneer in digital optimization software.

Chart for Amplitude Inc Cl A

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

Trade Desk is Expected to Beat Estimates

Logo for Trade Desk, Inc.Trade Desk (TTD) is confirmed to report earnings on Thursday, November 6, 2025 at approximately 4:00 PM ET. The consensus earnings estimate is $0.43 per share on revenue of $718.16 million, respresenting 14.4% year-over-year revenue growth, and the Earnings Whisper ® number is $0.46 per share. Investors are 59.6% bearish going into the company's earnings release. Option traders are pricing in a 17.6% move on earnings and the stock has averaged a 18.6% move in recent quarters.

Chart for Trade Desk, 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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