Wall St Engine
$CSCO | Cisco Q3'25 Earnings Highlights
🔹 Revenue: $14.15B (Est. 14.05B) 🟢; UP +11% YoY
🔹 Non-GAAP EPS: $0.96 (Est. $0.92) 🟢; UP +9% YoY
🔹 Operating Cash Flow: $4.1B; UP +2% YoY
FY25 Guidance
🔹 Revenue: $56.5B–$56.7B (Prev: $56B–$56.5B) 🟢
🔹 Non-GAAP EPS: $3.77–$3.79
🔹 GAAP EPS: $2.53–$2.58
Q4 FY25 Guidance
🔹 Revenue: $14.5B–$14.7B
🔹 Non-GAAP EPS: $0.96–$0.98
🔹 GAAP EPS: $0.62–$0.67
Segment Revenue Breakdown
🔹 Networking: $7.07B; UP +8% YoY
🔹 Security: $2.01B; UP +54% YoY
🔹 Collaboration: $1.03B; UP +4% YoY
🔹 Observability: $261M; UP +24% YoY
🔹 Services: $3.78B; UP +3% YoY
Geographic Revenue
🔹 Americas: $8.38B; UP +14% YoY
🔹 EMEA: $3.74B; UP +8% YoY
🔹 APJC: $2.03B; UP +9% YoY
Margins & Operating Metrics
🔹 GAAP Gross Margin: 65.6%
🔹 Non-GAAP Gross Margin: 68.6%
🔹 GAAP Operating Income: $3.2B; UP +46% YoY
🔹 GAAP Operating Margin: 22.6%
🔹 Non-GAAP Operating Income: $4.9B; UP +12% YoY
🔹 Non-GAAP Operating Margin: 34.5%
Strategic & Operational Updates
🔸 Product orders up +20% YoY; +9% YoY excluding Splunk
🔸 AI infrastructure orders from webscale customers exceeded $600M
🔸 Declared $0.41/share quarterly dividend, payable July 23, 2025
🔸 Returned $3.1B to shareholders via buybacks and dividends
🔸 Closed acquisition of SnapAttack to expand threat detection platform
CEO & CFO Commentary
🔸 CEO Chuck Robbins: “Demand for our technologies remains strong. Our AI momentum is accelerating with trusted partnerships and secure networking.”
🔸 CFO Scott Herren: “Execution drove EPS, revenue, and margins above guidance. Strong cash flows are fueling shareholder returns.”
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$CSCO | Cisco Q3'25 Earnings Highlights
🔹 Revenue: $14.15B (Est. 14.05B) 🟢; UP +11% YoY
🔹 Non-GAAP EPS: $0.96 (Est. $0.92) 🟢; UP +9% YoY
🔹 Operating Cash Flow: $4.1B; UP +2% YoY
FY25 Guidance
🔹 Revenue: $56.5B–$56.7B (Prev: $56B–$56.5B) 🟢
🔹 Non-GAAP EPS: $3.77–$3.79
🔹 GAAP EPS: $2.53–$2.58
Q4 FY25 Guidance
🔹 Revenue: $14.5B–$14.7B
🔹 Non-GAAP EPS: $0.96–$0.98
🔹 GAAP EPS: $0.62–$0.67
Segment Revenue Breakdown
🔹 Networking: $7.07B; UP +8% YoY
🔹 Security: $2.01B; UP +54% YoY
🔹 Collaboration: $1.03B; UP +4% YoY
🔹 Observability: $261M; UP +24% YoY
🔹 Services: $3.78B; UP +3% YoY
Geographic Revenue
🔹 Americas: $8.38B; UP +14% YoY
🔹 EMEA: $3.74B; UP +8% YoY
🔹 APJC: $2.03B; UP +9% YoY
Margins & Operating Metrics
🔹 GAAP Gross Margin: 65.6%
🔹 Non-GAAP Gross Margin: 68.6%
🔹 GAAP Operating Income: $3.2B; UP +46% YoY
🔹 GAAP Operating Margin: 22.6%
🔹 Non-GAAP Operating Income: $4.9B; UP +12% YoY
🔹 Non-GAAP Operating Margin: 34.5%
Strategic & Operational Updates
🔸 Product orders up +20% YoY; +9% YoY excluding Splunk
🔸 AI infrastructure orders from webscale customers exceeded $600M
🔸 Declared $0.41/share quarterly dividend, payable July 23, 2025
🔸 Returned $3.1B to shareholders via buybacks and dividends
🔸 Closed acquisition of SnapAttack to expand threat detection platform
CEO & CFO Commentary
🔸 CEO Chuck Robbins: “Demand for our technologies remains strong. Our AI momentum is accelerating with trusted partnerships and secure networking.”
🔸 CFO Scott Herren: “Execution drove EPS, revenue, and margins above guidance. Strong cash flows are fueling shareholder returns.”
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Wall St Engine
$CRWV | CoreWeave Q1'25 Earnings Highlights
🔹 Revenue: $981.6M (Est. $857.1M) 🟢; UP +420% YoY
🔹 Diluted EPS: -$1.49 (Est. -$0.12) 🔴
🔹 Adj EBITDA: $606.1M; UP +480% YoY
🔹 Adj EBITDA Margin: 62% (vs. 55% YoY)
🔹 Adj Operating Income: $162.6M; UP +550% YoY
🔹 Adj Net Loss: -$149.6M (vs. -$23.6M YoY)
🔹 Revenue Backlog: $25.9B (includes $14.7B RPO + $11.2B under contract)
GAAP Financials
🔹 Operating Loss: -$27.5M (vs. +$16.8M YoY)
🔹 Net Loss: -$314.6M (vs. -$129.2M YoY)
🔹 Net Loss Margin: -32%
🔹 Operating Expenses: $1.01B; UP +487% YoY
🔹 Interest Expense: $263.8M; UP +549% YoY
🔹 Stock-Based Comp: $177M (IPO-triggered vesting)
Strategic & Operational Updates
🔸 Secured $11.2B deal with OpenAI; drove surge in revenue backlog
🔸 Partnered with IBM to deliver compute for Granite models
🔸 Expanded to 420 MW of active compute power, 1.6 GW contracted
🔸 IPO raised $1.4B; $17.2B total raised to date
🔸 Launched CoreWeave AI Object Storage (CAIOS) and on-demand cluster scaling
🔸 Only cloud provider to earn Platinum rating from SemiAnalysis ClusterMAX™
🔸 GB200 support live across platform; MLPerf Inference v5.0 benchmark leader
🔸 Supporting NVIDIA AI Enterprise software and Cloud Functions
CEO & CFO Commentary
🔸 CEO Michael Intrator: “Strong Q1 caps off a string of milestones—IPO, OpenAI deal, and accelerating demand for our AI platform.”
🔸 CFO Nitin Agrawal: “Financials highlight the scale and opportunity; we’re investing for long-term leadership while managing capital structure efficiently.”
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$CRWV | CoreWeave Q1'25 Earnings Highlights
🔹 Revenue: $981.6M (Est. $857.1M) 🟢; UP +420% YoY
🔹 Diluted EPS: -$1.49 (Est. -$0.12) 🔴
🔹 Adj EBITDA: $606.1M; UP +480% YoY
🔹 Adj EBITDA Margin: 62% (vs. 55% YoY)
🔹 Adj Operating Income: $162.6M; UP +550% YoY
🔹 Adj Net Loss: -$149.6M (vs. -$23.6M YoY)
🔹 Revenue Backlog: $25.9B (includes $14.7B RPO + $11.2B under contract)
GAAP Financials
🔹 Operating Loss: -$27.5M (vs. +$16.8M YoY)
🔹 Net Loss: -$314.6M (vs. -$129.2M YoY)
🔹 Net Loss Margin: -32%
🔹 Operating Expenses: $1.01B; UP +487% YoY
🔹 Interest Expense: $263.8M; UP +549% YoY
🔹 Stock-Based Comp: $177M (IPO-triggered vesting)
Strategic & Operational Updates
🔸 Secured $11.2B deal with OpenAI; drove surge in revenue backlog
🔸 Partnered with IBM to deliver compute for Granite models
🔸 Expanded to 420 MW of active compute power, 1.6 GW contracted
🔸 IPO raised $1.4B; $17.2B total raised to date
🔸 Launched CoreWeave AI Object Storage (CAIOS) and on-demand cluster scaling
🔸 Only cloud provider to earn Platinum rating from SemiAnalysis ClusterMAX™
🔸 GB200 support live across platform; MLPerf Inference v5.0 benchmark leader
🔸 Supporting NVIDIA AI Enterprise software and Cloud Functions
CEO & CFO Commentary
🔸 CEO Michael Intrator: “Strong Q1 caps off a string of milestones—IPO, OpenAI deal, and accelerating demand for our AI platform.”
🔸 CFO Nitin Agrawal: “Financials highlight the scale and opportunity; we’re investing for long-term leadership while managing capital structure efficiently.”
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Offshore
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Wall St Engine
Digging deep into research has never been easier, but most retail investors still only spend around 6 minutes looking into a stock before buying—and just 14% of that time goes toward understanding the company’s fundamentals. Don’t skip the part that actually matters.
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Digging deep into research has never been easier, but most retail investors still only spend around 6 minutes looking into a stock before buying—and just 14% of that time goes toward understanding the company’s fundamentals. Don’t skip the part that actually matters.
Your MD pinged you at 2 am staffing you on tariff research... you staffed Hebbia https://t.co/gtUKTl7I9n tweet
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Quiver Quantitative
BREAKING: Representative Seth Magaziner just said:
"Tonight I’m holding the floor with bipartisan allies calling for a ban on Members of Congress from trading stocks...
The people are ready for a vote."
Magaziner has introduced a bill to ban congressional stock trading. https://t.co/UAsqaLVvOZ
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BREAKING: Representative Seth Magaziner just said:
"Tonight I’m holding the floor with bipartisan allies calling for a ban on Members of Congress from trading stocks...
The people are ready for a vote."
Magaziner has introduced a bill to ban congressional stock trading. https://t.co/UAsqaLVvOZ
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Offshore
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Wall St Engine
$GOOGL YouTube just launched “Peak Points,” a new Gemini AI-powered tool that places ads right after the most engaging parts of a video. Announced at Brandcast, this feature aims to drive better ad performance and more revenue for creators. Rolling out through 2025. – CNBC https://t.co/49V29mn2Dp
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$GOOGL YouTube just launched “Peak Points,” a new Gemini AI-powered tool that places ads right after the most engaging parts of a video. Announced at Brandcast, this feature aims to drive better ad performance and more revenue for creators. Rolling out through 2025. – CNBC https://t.co/49V29mn2Dp
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Offshore
Video
Quiver Quantitative
Representative Seth Magaziner:
"I am joined tonight by a bipartisan group of members...to call for members of Congress to be banned from trading stocks"
Magaziner has a group of members from both parties speaking in support of his bill. https://t.co/OyvKj0UKJA
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Representative Seth Magaziner:
"I am joined tonight by a bipartisan group of members...to call for members of Congress to be banned from trading stocks"
Magaziner has a group of members from both parties speaking in support of his bill. https://t.co/OyvKj0UKJA
tweet
Offshore
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Quiver Quantitative
BREAKING: Representative Tim Burchett speaks in support of a ban on congressional stock trading.
Says he's doubtful that Congress has the guts to pass a ban. https://t.co/PMJjCvR092
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BREAKING: Representative Tim Burchett speaks in support of a ban on congressional stock trading.
Says he's doubtful that Congress has the guts to pass a ban. https://t.co/PMJjCvR092
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Offshore
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Quiver Quantitative
"Our responsibility is to serve the people, and not our own financial interests"
- @RepMikeLevin https://t.co/2WDkXfd0d1
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"Our responsibility is to serve the people, and not our own financial interests"
- @RepMikeLevin https://t.co/2WDkXfd0d1
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