Galapagos NV 2025 Q3 - Results - Earnings Call Presentation (NASDAQ:GLPG) 2025-11-06
Seeking Alpha· 2025-11-07 01:02
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Fastly: Finally Proving Its Growth Chops (NYSE:FSLY)
Seeking Alpha· 2025-11-07 01:02
Fastly, Inc. ( FSLY ) is an example of a turnaround this earnings season. The internet content delivery network company soared ~25% after reporting a strong Q3 beat-and-raise, which was unexpected in a tough macroeconomy. This move has put Fastly back into green territoryWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry ...
Fed's Hammack leans against more rate cuts because of high inflation
Yahoo Finance· 2025-11-07 01:02
By Michael S. Derby NEW YORK (Reuters) -Cleveland Federal Reserve President Beth Hammack said on Thursday ongoing high levels of inflation argue against the U.S. central bank cutting interest rates again. "I remain concerned about high inflation and believe policy should be leaning against it," Hammack said in the text of a speech to be delivered to an Economic Club of New York event. "After last week's meeting, I see monetary policy as barely restrictive, if at all, and it's not obvious to me that mo ...
CRH plc 2025 Q3 - Results - Earnings Call Presentation (NYSE:CRH) 2025-11-06
Seeking Alpha· 2025-11-07 01:02
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Box CEO on AI agents: They will change the way we work
Youtube· 2025-11-07 01:02
Joining us now with more is Aaron Levy, the co-founder and CEO of Box. Erin, it's good to see you again. >> Hey, good to be here.Thanks for having me. >> So, I I don't even like this term of AI agents. What is What is an agent. Like, is Chad GPT an agent. Is Grock an agent.What's an agent. Well, um I I think if you think about AI when it first came out, um really, you know, big on the scene a couple years ago with chat, the chat GBT moment, this was really a moment when you would talk back and forth with AI ...
Fastly: Finally Proving Its Growth Chops
Seeking Alpha· 2025-11-07 01:02
公司业绩表现 - 互联网内容分发网络公司Fastly Inc (FSLY) 在财报季展现出复苏态势 股价在公布强劲第三季度业绩后大幅上涨约25% [1] - 公司第三季度业绩超出市场预期并上调了业绩指引 这一表现在严峻的宏观经济背景下出乎意料 [1] - 此次股价上涨使Fastly的股价重回上涨区间 [1] 作者背景 - 文章作者Gary Alexander在华尔街拥有覆盖科技公司的经验 并在硅谷工作过 还担任多家种子轮初创公司的外部顾问 [1] - 作者自2017年起成为Seeking Alpha的定期撰稿人 其观点被多家网络媒体引用 文章也被同步至Robinhood等流行交易应用的公司页面 [1]
Clorox: ERP Overhang Eases, Defense Appeal Remains, But Outlook Still Uncertain (NYSE:CLX)
Seeking Alpha· 2025-11-07 01:01
Following my last article on the Clorox Company (NYSE: CLX ), the stock price declined by roughly 11% and underperformed the benchmark. The consumer staples industry is trading at a forward P/E ofDear Reader,I am a Senior Derivatives Expert with over 10 years of experience in the field of Asset Management, specializing in equity analysis and research, macroeconomics, and risk-managed portfolio construction. My professional background covers both institutional and private client asset management, where I hav ...
Constellation Energy to Report Q3 Earnings: How to Play the Stock?
ZACKS· 2025-11-07 01:01
Key Takeaways Strong demand from commercial customers and an expanding customer base boosted Q3 earnings.Q3 earnings are projected to rise 10.95% year over year, while revenues might fall 6.53%.Strong nuclear assets, renewables expansion and buybacks likely supported CEG's results.Constellation Energy Corporation (CEG) is expected to report third-quarter 2025 earnings on Nov. 7, before market open. The Zacks Consensus Estimate for revenues is pinned at $6.12 billion, indicating a decline of 6.53% from the y ...
Melco (MLCO) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
ZACKS· 2025-11-07 01:01
For the quarter ended September 2025, Melco Resorts (MLCO) reported revenue of $1.31 billion, up 11.4% over the same period last year. EPS came in at $0.21, compared to $0.08 in the year-ago quarter.The reported revenue represents a surprise of +1.91% over the Zacks Consensus Estimate of $1.29 billion. With the consensus EPS estimate being $0.11, the EPS surprise was +90.91%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Stree ...
Vistra Corp. 2025 Q3 - Results - Earnings Call Presentation (NYSE:VST) 2025-11-06
Seeking Alpha· 2025-11-07 01:01
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