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$TMDX | TransMedics Q1'25 Earnings Highlights
🔹 Revenue: $143.5M (Est. $123.66M) 🟢; +48% YoY
🔹 Adj. EPS: $0.70 (Est. $0.26) 🟢
🔹 Aircraft Fleet: 21 owned as of March 31, 2025
FY25 Guidance (Raised)
🔹 Revenue: $565M–$585M (Est. $540.5M) 🟢
🔹 Midpoint represents +30% YoY growth
Other Metrics:
🔹 Net Income: $25.7M (18% of revenue);
🔹 Gross Margin: 61% (vs. 62% YoY; 59% QoQ)
🔹 Operating Expenses: $60.8M (vs. $47.5M YoY)
🔹 Stock-based Compensation Expense: $8.7M (vs. $6.5M YoY)
🔹 Cash Balance: $310.1M
Strategic & Clinical Highlights
🔸 Strength driven by expanded OCS use (especially Liver & Heart) under National OCS Program (NOP)
🔸 Announced design center and disposables manufacturing facility in Mirandola, Italy
🔸 Hosted 10 scientific abstracts at ISHLT showcasing OCS/NOP clinical value
🔸 Logistics services contributed to revenue upside
CEO Dr. Waleed Hassanein Commentary
🔸 “Q1 performance underscores our strong execution and the unique attributes of our business.”
🔸 “With the strength of OCS NOP, we’re confident in our ability to sustain this momentum through 2025 and beyond.”
🔸 “We remain focused on enabling broader organ utilization and cost-efficient transplant outcomes.”
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$TMDX | TransMedics Q1'25 Earnings Highlights
🔹 Revenue: $143.5M (Est. $123.66M) 🟢; +48% YoY
🔹 Adj. EPS: $0.70 (Est. $0.26) 🟢
🔹 Aircraft Fleet: 21 owned as of March 31, 2025
FY25 Guidance (Raised)
🔹 Revenue: $565M–$585M (Est. $540.5M) 🟢
🔹 Midpoint represents +30% YoY growth
Other Metrics:
🔹 Net Income: $25.7M (18% of revenue);
🔹 Gross Margin: 61% (vs. 62% YoY; 59% QoQ)
🔹 Operating Expenses: $60.8M (vs. $47.5M YoY)
🔹 Stock-based Compensation Expense: $8.7M (vs. $6.5M YoY)
🔹 Cash Balance: $310.1M
Strategic & Clinical Highlights
🔸 Strength driven by expanded OCS use (especially Liver & Heart) under National OCS Program (NOP)
🔸 Announced design center and disposables manufacturing facility in Mirandola, Italy
🔸 Hosted 10 scientific abstracts at ISHLT showcasing OCS/NOP clinical value
🔸 Logistics services contributed to revenue upside
CEO Dr. Waleed Hassanein Commentary
🔸 “Q1 performance underscores our strong execution and the unique attributes of our business.”
🔸 “With the strength of OCS NOP, we’re confident in our ability to sustain this momentum through 2025 and beyond.”
🔸 “We remain focused on enabling broader organ utilization and cost-efficient transplant outcomes.”
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Wall St Engine
$HUBS | HubSpot Q1'25 Earnings Highlights
🔹 Revenue: $714.1M (Est. $699.88M) 🟢; UP +16% YoY
🔹 Adj. EPS: $1.78 (Est. $1.77) 🟢
🔹 Avg. Subscription Revenue per Customer: $11,038; DOWN -4% YoY
Guidance
🔹 Q2 Revenue: $738M–$740M (Est. $725.4M) 🟢
🔹 Q2 EPS: $2.10–$2.12 (Est. $2.13) 🔴
🔹 FY25 Revenue: $3.036B–$3.044B (Est. $2.997B) 🟢
🔹 FY25 EPS: $9.29–$9.37 (Est. $9.18) 🟢
Other Key Metrics:
🔹 Subscription Revenue: $698.7M; UP +16% YoY
🔹 Prof. Services & Other Revenue: $15.4M; UP +13% YoY
🔹 Adj. Operating Income: $100.3M
🔹 Adj. Operating Margin: 14.0%
🔹 Free Cash Flow: $122.3M; UP +18% YoY
🔹 Operating Cash Flow: $161.6M
🔹 Calculated Billings: $766.8M; UP +20% YoY
🔹 Customer Count: 258,258; UP +19% YoY
🔹 Cash + Investments: $2.2B
Strategic & Business Highlights
🔸 Authorized $500M share repurchase program (12-month window)
🔸 AI-first strategy driving engagement — Customer Agent cited as standout success
🔸 Positioning as platform of choice amid tech stack consolidation trends
CEO Yamini Rangan Commentary
🔸 “We had a solid start to 2025, with continued revenue growth and customer expansion.”
🔸 “Our AI-first strategy is working—Customer Agent is delivering strong results.”
🔸 “HubSpot is well-positioned to drive long-term durable growth through innovation and platform consolidation.”
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$HUBS | HubSpot Q1'25 Earnings Highlights
🔹 Revenue: $714.1M (Est. $699.88M) 🟢; UP +16% YoY
🔹 Adj. EPS: $1.78 (Est. $1.77) 🟢
🔹 Avg. Subscription Revenue per Customer: $11,038; DOWN -4% YoY
Guidance
🔹 Q2 Revenue: $738M–$740M (Est. $725.4M) 🟢
🔹 Q2 EPS: $2.10–$2.12 (Est. $2.13) 🔴
🔹 FY25 Revenue: $3.036B–$3.044B (Est. $2.997B) 🟢
🔹 FY25 EPS: $9.29–$9.37 (Est. $9.18) 🟢
Other Key Metrics:
🔹 Subscription Revenue: $698.7M; UP +16% YoY
🔹 Prof. Services & Other Revenue: $15.4M; UP +13% YoY
🔹 Adj. Operating Income: $100.3M
🔹 Adj. Operating Margin: 14.0%
🔹 Free Cash Flow: $122.3M; UP +18% YoY
🔹 Operating Cash Flow: $161.6M
🔹 Calculated Billings: $766.8M; UP +20% YoY
🔹 Customer Count: 258,258; UP +19% YoY
🔹 Cash + Investments: $2.2B
Strategic & Business Highlights
🔸 Authorized $500M share repurchase program (12-month window)
🔸 AI-first strategy driving engagement — Customer Agent cited as standout success
🔸 Positioning as platform of choice amid tech stack consolidation trends
CEO Yamini Rangan Commentary
🔸 “We had a solid start to 2025, with continued revenue growth and customer expansion.”
🔸 “Our AI-first strategy is working—Customer Agent is delivering strong results.”
🔸 “HubSpot is well-positioned to drive long-term durable growth through innovation and platform consolidation.”
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Wall St Engine
President Trump is calling for a 30-day ceasefire between Russia and Ukraine, warning that either side could face sanctions if they break the truce. https://t.co/79UqwIqGlT
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President Trump is calling for a 30-day ceasefire between Russia and Ukraine, warning that either side could face sanctions if they break the truce. https://t.co/79UqwIqGlT
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Wall St Engine
Adobe $ADBE will offer U.S. government agencies a 70% discount on software packages—including Acrobat—through November, following a DOGE-led review of tech spending. https://t.co/NZPrzD8rjL
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Adobe $ADBE will offer U.S. government agencies a 70% discount on software packages—including Acrobat—through November, following a DOGE-led review of tech spending. https://t.co/NZPrzD8rjL
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Capital Employed
Another fresh batch of Q1 2025 fund letters just added.
89 added now in total.
The majority of funds are in negative territory this year to date.
https://t.co/lJZP1lUdTx https://t.co/NNg5Ufn6TA
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Another fresh batch of Q1 2025 fund letters just added.
89 added now in total.
The majority of funds are in negative territory this year to date.
https://t.co/lJZP1lUdTx https://t.co/NNg5Ufn6TA
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Hidden Value Gems
Cannot remember a company where SOTP valuation was lower than the share price.
“Listed companies Shell, Chevron, ExxonMobil and TotalEnergies, as well as Abu Dhabi’s Adnoc, have separately run the numbers, according to industry sources and advisers, while oil trader Vitol could be interested in elements of the business.”
“A sum of the parts valuation suggests BP’s assets are worth in excess of £120bn, without including debt and liabilities, more than twice its current market capitalisation of £57bn, which follows a sharp slump in its shares over the past 12 months.”
$BP
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Cannot remember a company where SOTP valuation was lower than the share price.
“Listed companies Shell, Chevron, ExxonMobil and TotalEnergies, as well as Abu Dhabi’s Adnoc, have separately run the numbers, according to industry sources and advisers, while oil trader Vitol could be interested in elements of the business.”
“A sum of the parts valuation suggests BP’s assets are worth in excess of £120bn, without including debt and liabilities, more than twice its current market capitalisation of £57bn, which follows a sharp slump in its shares over the past 12 months.”
$BP
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Wall St Engine
NVIDIA $NVDA to release a downgraded version of its H20 AI chip in China by July, per Reuters. The modified H20 will reportedly feature reduced memory capacity and performance. https://t.co/Sh8nFbcDGX
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NVIDIA $NVDA to release a downgraded version of its H20 AI chip in China by July, per Reuters. The modified H20 will reportedly feature reduced memory capacity and performance. https://t.co/Sh8nFbcDGX
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Wall St Engine
TSMC just posted its highest-ever monthly revenue in April — NT$349.57B (≈$11.54B USD), up 48% YoY and +22% from March. https://t.co/8a8zeJwfjj
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TSMC just posted its highest-ever monthly revenue in April — NT$349.57B (≈$11.54B USD), up 48% YoY and +22% from March. https://t.co/8a8zeJwfjj
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Wall St Engine
China’s 🇨🇳 April export numbers came in stronger than expected—up 8.1% year-over-year—even as shipments to the U.S. 🇺🇸 dropped sharply by 21% due to new tariffs. The data shows China is redirecting trade flows to other key markets like Southeast Asia, the EU, and India to offset U.S. losses. That’s likely raising concerns globally about overcapacity and potential product dumping.
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China’s 🇨🇳 April export numbers came in stronger than expected—up 8.1% year-over-year—even as shipments to the U.S. 🇺🇸 dropped sharply by 21% due to new tariffs. The data shows China is redirecting trade flows to other key markets like Southeast Asia, the EU, and India to offset U.S. losses. That’s likely raising concerns globally about overcapacity and potential product dumping.
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