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US stocks reverse course to erase gains, Gen Z workers face unemployment and wage challenges
Youtube· 2025-11-21 06:15
[music] [music] That is the closing bell on Wall Street and now it's market domination overtime. We're giving you full coverage of all the moves to get you up to speed on the action from today's [music] trade. Yahoo Finances Jared Blickery joining us now with the latest market action.Jared, >> thank you Josh. It is a big reversal day. Let's just start with the Dow that was uh down 386 points, 8/10en of 1%.That's not a lot, but in consideration of where we began the day, which was much higher than we closed, ...
Thursday's Final Thoughts: Markets Can't Shake A.I. Fears, Digesting Jobs Report
Youtube· 2025-11-21 06:00
Back to Market on Close. I'm Marley Caden here in [music] Chicago alongside Sam Bodis at the New York Stock Exchange. We'll close out this Thursday's show with some thoughts on the session today.Some takeaways for me. Our labor market data drought is finally over. We got September's non-farm payrolls report this morning.The economy added 119,000 jobs in the month, which topped expectations for 50,000. That's in contrast to the 4,000 jobs lost in August following a downward revision. July was also revised do ...
Veeva(VEEV) - 2026 Q3 - Earnings Call Presentation
2025-11-21 06:00
财务指导 - FY 2026总收入指导为31.66亿至31.69亿美元[28] - FY 2026订阅收入预计约为26.72亿美元[28] - FY 2026非GAAP运营收入预计约为14.17亿美元,非GAAP运营利润率约为45%[28][14] - FY 2026正常化账单预计约为33.69亿美元,年增长率约为13%[21][19] - FY 2026服务收入指导为4.94亿至4.97亿美元[28] - FY 2026非GAAP每股净收入预计约为7.93美元[28] - Q4'26总收入指导为8.07亿至8.10亿美元[30] - FY 2026非GAAP运营现金流预计约为13.35亿美元,非GAAP运营现金流利润率约为42%[28][23] 业绩总结 - Q3'26总收入为6.82亿美元,年增长率为16%[10] - Q3'26非GAAP运营收入为3.65亿美元,非GAAP运营利润率为45%[16] - 2025财年总订阅收入预计为2,285百万美元,同比增长20%[39] - 2025财年商业解决方案订阅收入预计为1,105百万美元,同比增长11%[39] - 2025财年研发解决方案订阅收入预计为1,180百万美元,同比增长30%[39] - 2025财年总服务收入预计为462百万美元,持平于2024财年[39] - 2025财年非GAAP订阅毛利率预计为86.3%[39] - 2025财年非GAAP运营收入预计为1,152百万美元,同比增长37%[39] - 2025财年GAAP现金流运营预计为1,090百万美元,同比增长20%[39] - 2025财年计算账单预计为2,970百万美元,同比增长14%[39] 现金流与毛利 - 截至2025年现金、现金等价物及短期投资为5,150百万美元,同比增长28%[39] - 2025财年总收入的GAAP毛利率为74.5%[41] - 2025财年非GAAP毛利率为76.8%[41] - 2025财年订阅服务的GAAP毛利率为86.3%[41] - 2025财年专业服务的GAAP毛利率为18.5%[41] - 2025财年GAAP营业收入为691.4百万美元[41] - 2025财年非GAAP营业收入为1,152.3百万美元[41] - 2025财年GAAP营业利润率为25.2%[41] - 2025财年非GAAP营业利润率为39.7%[41] - 2025财年GAAP现金流为1,090.1百万美元[41] - 2025财年非GAAP现金流为1,081.1百万美元[41] 用户数据与增长 - 客户合同自2023年2月1日起标准化,包含终止便利权(TFC),对2024财年的收入和运营收入产生了一次性影响[48] - 2024财年第一季度订阅收入增长为3%,第二季度为10%,第三季度为12%,第四季度为13%[48] - 2024财年总收入增长为4%(Q1),10%(Q2),12%(Q3),12%(Q4)[48] - 2025财年第一季度订阅收入增长预计为29%,第二季度为19%,第三季度为17%,第四季度为17%[48] - 2025财年总收入增长预计为24%(Q1),15%(Q2),13%(Q3),14%(Q4)[48] - 标准化TFC权利后,2024财年非GAAP运营收入利润率为30%(Q1),36%(Q2),38%(Q3),38%(Q4)[48] - 2025财年非GAAP运营收入利润率预计为40%(Q1),41%(Q2),43%(Q3),43%(Q4)[48] - 2024财年订阅收入的正常化增长率为16%(Q1),14%(Q2),15%(Q3),15%(Q4)[49] - 2025财年服务收入的正常化增长率预计为4%(Q1),(4%)(Q2),(3%)(Q3),3%(Q4)[50] - 标准化TFC权利对2025财年的非GAAP运营收入利润率没有影响[50]
Elastic(ESTC) - 2026 Q2 - Earnings Call Presentation
2025-11-21 06:00
Corporate Overview and Q2FY26 Financial Results November 20, 2025 Forward Looking Statements; Use of Non-GAAP Measures This presentation and the accompanying oral presentation contain forward-looking statements that involve substantial risks and uncertainties, which include, but are not limited to, statements regarding our expected financial results for the fiscal quarter ending January 31, 2026 and fiscal year ending April 30, 2026, our strategic areas of focus, expectations and plans regarding our future ...
Veeva Stock Drops After Q3 Earnings, Revenue Beat Estimates
Benzinga· 2025-11-21 05:57
Veeva Systems, Inc. (NYSE:ESTC) shares dropped after the company released its third-quarter earnings report after Thursday's closing bell. Here's a look at the details in the report. VEEV stock is moving. Watch the price action here.The Details: Veeva reported quarterly earnings of $2.04 per share, which beat the analyst estimate of $1.95.Quarterly revenue of $811.2 million beat the Street estimate of $792.82 million. Subscription services revenues were $682.5 million, up from $580.9 million one year ago, a ...
JFrog to Present at Upcoming Investor Conferences
Businesswire· 2025-11-21 05:56
Share SUNNYVALE, Calif.--(BUSINESS WIRE)--JFrog Ltd. ("JFrog†) (Nasdaq: FROG), the Liquid Software Company and creators of the JFrog Software Supply Chain Platform, today announced that it will present at the following investor conferences during the fourth quarter of 2025: The live webcasts and replays will be available on JFrog's investor relations website: https://investors.jfrog.com/events-and-presentations/events. About JFrog JFrog Ltd. (Nasdaq: FROG), the creators of the unified DevOps, DevSecOps an ...
Wall Street falls as Nvidia AI optimism fades
Yahoo Finance· 2025-11-21 05:48
America’s top stock market indexes have slumped after initially surging earlier in the session.Mr Dalio said a “tightening of monetary policy” or another “need for cash” could end up causing the bubble to burst.“We are in that territory but don’t have the pricking of the bubble yet.” he added. “A lot can go up before the bubble bursts.”“Don’t sell just because there’s a bubble,” Mr Dalio told investors, as he suggested stock markets could still rise.However, the billionaire hedge fund manager said investors ...
Elastic Stock Drops After Q2 Earnings Despite Double Beat
Benzinga· 2025-11-21 05:45
Elastic N.V. (NYSE:ESTC) shares dropped after the company released its second-quarter earnings report after Thursday's closing bell. Here's a look at the details in the report. ESTC stock is moving. Watch the price action here.The Details: Elastic reported quarterly adjusted earnings of 64 cents per share, beating the analyst estimate of 58 cents. Quarterly revenue came in at $423.48 million, which beat the Street estimate of $418.16 million. Read Next: Nvidia Sell Signal? 3 Market Legends Dump The StockEla ...
Google's winning streak continues as viral Nano Banana gets an upgrade
MarketWatch· 2025-11-21 05:38
The updated AI image-editing tool has advanced text-rendering features that showcase Google's ability to solve a persistent industrywide challenge. ...
Microsoft Enters Oversold Territory
Forbes· 2025-11-21 05:31
公司投资吸引力 - 微软公司在股息排名公式中表现高于平均水平,位列覆盖范围的前50%,表明其结合了强劲的基本面和看似低廉的估值,是值得投资者进一步研究的最具“吸引力”的标的之一 [1] 技术指标与股价 - 在周四的交易中,微软股价进入超卖区域,最低成交价为每股477.57美元 [2] - 根据相对强弱指数衡量,微软的RSI读数已达到28.6,低于30的超卖阈值,而股息股票覆盖范围的平均RSI为44.0 [2][3] - 股价下跌为股息投资者创造了获取更高收益率的机会,基于近期487.12美元的股价,微软年度股息3.64美元(按季度支付)对应的年化股息率为0.75% [3] 投资机会分析 - 看涨的投资者可能将微软28.6的RSI读数视为近期大幅抛售即将结束的信号,并开始寻找买入机会 [4] - 股息投资者应研究微软的股息历史等基本面数据点,以评估其近期股息持续的可能性 [4]