Thermo Fisher Scientific Q1
Adj EPS: $5.15 (est $5.11)
Revenue: $10.36B (est $10.23B)
AT&T Q1
Adj. EPS: $0.51 (Est: $0.52)
Revenue: $30.6B (Est: $30.39B) ; UP +2.0% YoY
To Resume Share Buybacks in the Q2
Postpaid Phone Net Adds: 324K (Est: 253.5K)
FY25 Guidance
Adj. EPS: $1.97–$2.07 (Est: $2.09)
Boston Scientific Q1
Adj EPS: $0.75 (est $0.67)
Revenue: $4.66B (est $4.57B)
Sees Q2 Adj EPS Between $0.71 - $0.73 (est $0.71)
GE Vernova Q1
EPS: $0.91 (est $0.63)
Revenue: $8.03B (est $7.56B)
Net Income: $264M (est $186.8M)
2025 Tariff Impact Seen Between $300M - $400M
Sees FY Adj FCF Between $2B - $2.5B (est $2.09B)
Sees FY Revenue Between $36B -$37B (est $36.76B)
Adj EPS: $5.15 (est $5.11)
Revenue: $10.36B (est $10.23B)
AT&T Q1
Adj. EPS: $0.51 (Est: $0.52)
Revenue: $30.6B (Est: $30.39B) ; UP +2.0% YoY
To Resume Share Buybacks in the Q2
Postpaid Phone Net Adds: 324K (Est: 253.5K)
FY25 Guidance
Adj. EPS: $1.97–$2.07 (Est: $2.09)
Boston Scientific Q1
Adj EPS: $0.75 (est $0.67)
Revenue: $4.66B (est $4.57B)
Sees Q2 Adj EPS Between $0.71 - $0.73 (est $0.71)
GE Vernova Q1
EPS: $0.91 (est $0.63)
Revenue: $8.03B (est $7.56B)
Net Income: $264M (est $186.8M)
2025 Tariff Impact Seen Between $300M - $400M
Sees FY Adj FCF Between $2B - $2.5B (est $2.09B)
Sees FY Revenue Between $36B -$37B (est $36.76B)
Donald Trump to exempt carmakers from some US tariffs
https://www.ft.com/content/fa0f6749-729e-41ca-917b-7b534041f6f8
https://www.ft.com/content/fa0f6749-729e-41ca-917b-7b534041f6f8
Ft
Donald Trump to exempt carmakers from some US tariffs
President’s latest retreat follows intense lobbying by industry executives
IBM Q1
Revenue: $14.54B (Est: $14.41B) ; UP +0.5% YoY
Operating EPS: $1.60 (Est: $1.42) ; DOWN -5% YoY
Adj Gross Margin: 56.6% (Est: 55.6%) ; UP +190 bps YoY
FY25 Guidance
Revenue Growth (Constant Currency): At least +5% (Est: +4.78%)
Lam Research Q3
Rev: $4.72B (est. $4.64B)
Adj EPS: $1.04 (est. $1.00)
Sees Q4 Rev: $4.7B to $5.3B (est. $4.59B)
Sees Q4 Adj EPS: $1.10 to $1.30 (est. 98c)
Texas Instruments Q1
Rev: $4.07B (est. $3.91B)
Oper Profit: $1.32B (est. $1.18B)
EPS: $1.28 (est. $1.07)
Analog Rev: $3.21B (est. $3.1B)
CAPEX: $1.12B (est. $1.18B)
Sees Q2 Rev: $4.17B to $4.53B (est. $4.12B)
ServiceNow Q1
Adj EPS: $4.04 (Est: $3.83)
Total Revenue: $3.09B (Est: $3.08B) ; UP +18.5% YoY
Subscription Revenue: $3.01B (Est: $3.00B) ; UP +19% YoY
Adjusted Gross Profit: $2.54B (Est: $2.53B) Adjusted Gross Margin: 82% (Est: 81.8%) ; DOWN from 83% YoY
Adjusted Subscription Gross Margin: 84.5% (Est: 83.9%) ; DOWN from 86% YoY
Adj. Free Cash Flow: $1.48B (Est: $1.32B) ; UP +21% YoY
Revenue: $14.54B (Est: $14.41B) ; UP +0.5% YoY
Operating EPS: $1.60 (Est: $1.42) ; DOWN -5% YoY
Adj Gross Margin: 56.6% (Est: 55.6%) ; UP +190 bps YoY
FY25 Guidance
Revenue Growth (Constant Currency): At least +5% (Est: +4.78%)
Lam Research Q3
Rev: $4.72B (est. $4.64B)
Adj EPS: $1.04 (est. $1.00)
Sees Q4 Rev: $4.7B to $5.3B (est. $4.59B)
Sees Q4 Adj EPS: $1.10 to $1.30 (est. 98c)
Texas Instruments Q1
Rev: $4.07B (est. $3.91B)
Oper Profit: $1.32B (est. $1.18B)
EPS: $1.28 (est. $1.07)
Analog Rev: $3.21B (est. $3.1B)
CAPEX: $1.12B (est. $1.18B)
Sees Q2 Rev: $4.17B to $4.53B (est. $4.12B)
ServiceNow Q1
Adj EPS: $4.04 (Est: $3.83)
Total Revenue: $3.09B (Est: $3.08B) ; UP +18.5% YoY
Subscription Revenue: $3.01B (Est: $3.00B) ; UP +19% YoY
Adjusted Gross Profit: $2.54B (Est: $2.53B) Adjusted Gross Margin: 82% (Est: 81.8%) ; DOWN from 83% YoY
Adjusted Subscription Gross Margin: 84.5% (Est: 83.9%) ; DOWN from 86% YoY
Adj. Free Cash Flow: $1.48B (Est: $1.32B) ; UP +21% YoY