BigBear.ai Holdings (NYSE:BBAI) Q3 2025 Earnings Call November 10, 2025 04:30 PM ET Speaker2Greetings, and welcome to BigBear.ai Holdings Q3 2025 earnings call and webcast. At this time, all participants are in a listen-only mode. If anyone should require operator assistance during the webcast, please press star then zero on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Chief Financial Officer, Sean Ricker. Thank you, sir. Please go ah ...

Q3 2025 Financial Results November 10, 2025 Q3 2025 FINANCIAL RESULTS Safe Harbor/Disclosure Statement These materials contain forward-looking statements relating to, among other things, the future performance of The RealReal that are based on the company's current expectations, forecasts and assumptions and involve risks and uncertainties. In some cases, you can identify forward-looking statements by terminology such as "may," "will," "should," "could," "expect," "plan," "anticipate," "target," "contemplat ...

November 10, 2025 © 2024 Chegg, Inc. / All Rights Reserved Safe Harbor Statement Forward-Looking Statements This press release contains forward-looking statements made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, which include, without limitation, statements regarding the impact of our leadership transition and the conclusion of our process to explore strategic alternatives; our newly announced restructuring plan, including the number of employees impacted ...

Company delivers profitable growth with record high quarterly Revenue and Gross Merchandise Value, strengthening its leadership position in luxury resale SAN FRANCISCO, Nov. 10, 2025 (GLOBE NEWSWIRE) -- The RealReal, Inc. (Nasdaq: REAL)—the world’s largest online marketplace for authenticated, resale luxury goods—today reported financial results for its third quarter ended September 30, 2025. Third quarter 2025 gross merchandise value (GMV) increased 20% year-over-year and total revenue increased 17% compar ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

showcake/iStock via Getty Images Listen below or on the go on Apple Podcasts and Spotify AI shopping referrals surge 1,200% in October. (0:15). Health insurers tumble on Trump healthcare posts. (1:40) Will your parked car soon be powering AI? (2:41) This is an abridged transcript of the podcast: Our top story so far, Adobe (ADBE) says U.S. online spending rose 8.2% year-over-year in October to $88.7 billion. Adobe also noted that generative-AI-driven traffic is rising sharply — and converting better. ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

行业整体趋势 - 全球半导体销售额在第三季度达到2084亿美元，环比增长15.8% [4] - 9月份半导体销售额为695亿美元，环比增长7%，较去年同期555亿美元增长25.1% [4] - 2024年芯片销售总额达6276亿美元，较2023年的5268亿美元增长19.1% [8] - 第三季度的强劲增长主要由广泛的产品需求推动，特别是存储器和逻辑芯片 [5] - 在人工智能投资加速的背景下，分析师预计半导体市场将以两位数增速持续增长至2025年 [8] 人工智能驱动的需求 - 围绕人工智能，尤其是生成式AI的热情在过去几年推动芯片销售增长，并提振了整体市场 [1] - 大型科技公司对AI进行大量投资，并将其收入增长归因于强劲的AI业务 [5] - 亚马逊与OpenAI签署一项价值380亿美元的协议，将使用数百万片英伟达的GPU芯片 [6] - 微软与数据中心公司IREN Limited达成97亿美元的交易，以获得英伟达的GB300 GPU [7] - 英伟达计划为美国能源部门建造AI超级计算机 [7] 重点公司分析 - Silicon Laboratories Inc (SLAB) 是物联网、互联网基础设施等市场的领先供应商，当前年度预期盈利增长率超过100%，过去60天当前年度盈利共识预期提升28.6% [9][10] - Analog Devices (ADI) 是模拟、混合信号和DSP集成电路的原始设备制造商，当前年度预期盈利增长率为21.5%，过去60天盈利共识预期微升0.4% [11][12] - NVIDIA Corporation (NVDA) 是视觉计算技术的全球领导者及GPU发明者，当前年度预期盈利增长率为49.2%，过去60天盈利共识预期提升0.5% [13][14] - ASML Holding N.V. (ASML) 是半导体行业先进技术系统的世界领先制造商，当前年度预期盈利增长率为39.7%，过去60天盈利共识预期提升3.6% [15][16] - Advanced Energy Industries, Inc. (AEIS) 是半导体行业电源子系统和过程控制技术的主要供应商之一，当前年度预期盈利增长率为56.1%，过去60天盈利共识预期提升1.9% [17][18]

文章核心观点 - Zacks股票研究博客当日重点分析了16只主要股票，其中包括摩根大通、Salesforce和Arista Networks [1][2] 摩根大通 - 公司年初至今股价表现优于金融-投资银行行业，涨幅达33.6%，而行业涨幅为32.7% [4] - 股东回报受持续运营实力驱动，业务扩张、贷款需求和利率变化将助力净利息收入增长 [4] - 分析师预计净利息收入至2027年复合年增长率为3.3% [5] - 投资银行业务拥有稳固项目管道和市场领导地位，但资本市场波动和高抵押贷款利率可能影响费用收入 [5] - 非利息收入今年预计不会呈现有利趋势，技术和营销投资将维持高成本 [5] - 预计开支至2027年复合年增长率为4.4%，2025年拨备金预计增长10.3% [6] Salesforce - 公司年初至今股价表现落后于计算机-软件行业，跌幅为28.6%，而行业涨幅为13.8% [6] - 面临激烈竞争和不利汇率波动，宏观经济不确定性导致的IT支出软化可能损害增长前景 [6] - 受益于强劲需求环境，客户正进行重大数字化转型，持续关注产品与客户需求契合推动收入增长 [7] - 国际市场持续赢得交易是增长动力，收购Slack使其成为企业团队协作领域领导者，提升了相对于Microsoft Teams的竞争地位 [7] - 持续扩展生成式AI产品的策略有助于把握该领域增长机遇，预计收入在2025至2028财年复合年增长率为8.6% [8] Arista Networks - 公司年初至今股价表现优于互联网-软件行业，涨幅达22.5%，而行业涨幅为7.6% [9] - 2025年第三季度业绩强劲，营收和调整后每股收益超出市场预期，受稳健需求趋势推动 [9] - 通过CloudEOS Edge为其多云和云原生软件产品系列新增多项产品 [9] - Arista 2.0策略获得客户良好反响，其现代网络平台是数据从孤岛转向中心转型的基础 [10] - 统一软件栈在广域网路由、园区网和数据中心基础设施等多种用例中的多功能性使其区别于竞争对手 [10] - 高集中度风险在一定程度上限制增长潜力，云网络解决方案领域的激烈竞争挤压利润率，高运营成本和持续供应链问题仍是阻力 [11]