AppFolio (APPF) came out with quarterly earnings of $1.31 per share, missing the Zacks Consensus Estimate of $1.45 per share. This compares to earnings of $1.3 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -9.66%. A quarter ago, it was expected that this property management software maker would post earnings of $1.28 per share when it actually produced earnings of $1.38, delivering a surprise of +7.81%.Over the last four qua ...

OneSpan (OSPN) came out with quarterly earnings of $0.33 per share, beating the Zacks Consensus Estimate of $0.28 per share. This compares to earnings of $0.33 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +17.86%. A quarter ago, it was expected that this internet security company would post earnings of $0.27 per share when it actually produced earnings of $0.34, delivering a surprise of +25.93%.Over the last four quarters, ...

Twilio (TWLO) came out with quarterly earnings of $1.25 per share, beating the Zacks Consensus Estimate of $1.05 per share. This compares to earnings of $1.02 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +19.05%. A quarter ago, it was expected that this company would post earnings of $1.02 per share when it actually produced earnings of $1.19, delivering a surprise of +16.67%.Over the last four quarters, the company has sur ...

Rimini Street (RMNI) came out with quarterly earnings of $0.08 per share, missing the Zacks Consensus Estimate of $0.1 per share. This compares to earnings of $0.22 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -20.00%. A quarter ago, it was expected that this company would post earnings of $0.09 per share when it actually produced break-even earnings, delivering a surprise of -100%.Over the last four quarters, the company h ...

Reddit Inc. (RDDT) came out with quarterly earnings of $0.8 per share, beating the Zacks Consensus Estimate of $0.53 per share. This compares to earnings of $0.16 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +50.94%. A quarter ago, it was expected that this company would post earnings of $0.2 per share when it actually produced earnings of $0.45, delivering a surprise of +125%.Over the last four quarters, the company has su ...

Alkami Technology (ALKT) came out with quarterly earnings of $0.13 per share, missing the Zacks Consensus Estimate of $0.15 per share. This compares to earnings of $0.09 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -13.33%. A quarter ago, it was expected that this provider of digital banking services would post earnings of $0.09 per share when it actually produced earnings of $0.13, delivering a surprise of +44.44%.Over the ...

Key Takeaways Figma posted record Q2 2025 revenues of $250M, up 41% year over year. New AI tools and product launches, including Figma Make and Figma Draw, drive growth. Figma faces tough competition from Adobe and Atlassian as shares plunge 58.4% in three months. Figma (FIG) is benefiting from its focus on innovation, especially in AI-powered tools, which is driving strong revenue growth. In the second quarter of 2025, the company achieved a record $250 million in revenues, representing a notable 41% year- ...

核心观点 - 市场预期Block公司2025年第三季度每股收益为0.63美元，同比下降28.4%，而营收预计为63.4亿美元，同比增长6.1% [1][3] - 实际业绩与市场预期的对比是影响股价短期走势的关键因素，超出预期可能推动股价上涨，低于预期则可能导致下跌 [1][2] - 基于盈利ESP为-0.18%和Zacks评级为3的组合，难以断定Block将超出每股收益预期 [12] 财务业绩预期 - Block公司预计季度每股收益为0.63美元，较去年同期下降28.4% [3] - 预计季度营收为63.4亿美元，较去年同期的59.7亿美元增长6.1% [3] - 过去30天内，该季度的共识每股收益预期被下调了1.37%至当前水平 [4] 预期修正与盈利预测模型 - Zacks盈利ESP模型通过对比“最精确预期”与“共识预期”来预测实际业绩偏离方向 [7][8] - 正的盈利ESP结合良好的Zacks评级是预测盈利超预期的强有力指标 [9][10] - Block的“最精确预期”低于共识预期，导致其盈利ESP为-0.18%，表明分析师近期对其盈利前景转趋悲观 [12] 历史业绩表现 - 上一财季，Block实际每股收益为0.62美元，超出市场预期的0.60美元，超出幅度为3.33% [13] - 在过去四个季度中，公司仅有一次达到共识每股收益预期 [14] 同业公司比较 - 同业公司Freshworks Inc 预计季度每股收益为0.13美元，同比增长18.2% [18] - Freshworks预计季度营收为2.0862亿美元，同比增长11.8% [19] - 尽管Freshworks过去30天内共识每股收益预期被下调11.1%，但其盈利ESP为0.00%，且拥有Zacks评级第1级 [19] - Freshworks在过去的四个季度中每次都超出共识每股收益预期 [20]

The market expects BlackLine (BL) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended September 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released o ...

Thryv Holdings, Inc. (THRY) came out with quarterly earnings of $0.23 per share, missing the Zacks Consensus Estimate of $0.43 per share. This compares to a loss of $2.65 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -46.51%. A quarter ago, it was expected that this company would post earnings of $0.46 per share when it actually produced earnings of $0.42, delivering a surprise of -8.7%.Over the last four quarters, the compa ...