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$AAPL PLANS TO LAUNCH SMART GLASSES BY LATE 2026 — Bloomberg reports Apple’s stepping into the AI wearables race, with large-scale prototype production starting this year. Glasses will feature cameras, mics, and speakers, and compete with Meta’s Ray-Bans. Plans for a camera-equipped Watch were dropped.
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$AAPL PLANS TO LAUNCH SMART GLASSES BY LATE 2026 — Bloomberg reports Apple’s stepping into the AI wearables race, with large-scale prototype production starting this year. Glasses will feature cameras, mics, and speakers, and compete with Meta’s Ray-Bans. Plans for a camera-equipped Watch were dropped.
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Quiver Quantitative
Elizabeth Warren: President Donald Trump is using the presidency to make himself richer through crypto https://t.co/SIFqkCbduG
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Elizabeth Warren: President Donald Trump is using the presidency to make himself richer through crypto https://t.co/SIFqkCbduG
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Wall St Engine
S&P 500 Closing Bell Heatmap (May 22, 2025)
$SPY +0.04% 🟩
$QQQ +0.19% 🟩
$DJI unch ⬜
$IWM +0.02% 🟩
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S&P 500 Closing Bell Heatmap (May 22, 2025)
$SPY +0.04% 🟩
$QQQ +0.19% 🟩
$DJI unch ⬜
$IWM +0.02% 🟩
S&P 500 Opening Bell Heatmap (May 22, 2025)
$SPY flat ⬜
$QQQ +0.19% 🟩
$DJI -0.19% 🟥
$IWM -0.42% 🟥 tweet
Wall St Engine
$WDAY | Workday Q1 Earnings Highlights
🔹 Revenue: $2.24B (Est. $2.218B) 🟢; +12.6% YoY
🔹 Adj EPS: $2.23 (Est. $2.01) 🟢; +28.2% YoY
FY Guidance (Reiterates):
🔹 Subscription Revenue: $8.8B; +14.0% YoY
🔹 Adj Operating Margin: 28.5%
Q2 Guidance:
🔹 Subscription Revenue: $2.16B; +13.5% YoY
🔹 Adjusted Operating Margin: 28.0%
Other Key Q1 Metrics:
🔹 Adj Operating Income: $677M (Est. $625.1M) 🟢
🔹 Subscription Revenue: $2.059B; +13.4% YoY
🔹 12-Month Subscription Revenue Backlog: $7.63B; +15.6% YoY
🔹 Total Subscription Revenue Backlog: $24.62B; +19.1% YoY
Cash Flow & Capital Return:
🔹 Operating Cash Flow: $457M (vs. $372M YoY)
🔹 Free Cash Flow: $421M (vs. $291M YoY)
🔹 Cash & Equivalents: $7.97B
🔹 Share Repurchase: 1.3M shares for $293M
🔹 New $1B Share Repurchase Program Announced
🔸 CEO Carl Eschenbach Commentary:
"Solid execution reflects the strength of our AI-driven platform as enterprises turn to Workday to manage people and finance with efficiency and agility."
🔸 CFO Zane Rowe Commentary:
"We’re reiterating our $8.8B subscription revenue target and raising our full-year margin outlook to 28.5%, driven by continued operational efficiency."
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$WDAY | Workday Q1 Earnings Highlights
🔹 Revenue: $2.24B (Est. $2.218B) 🟢; +12.6% YoY
🔹 Adj EPS: $2.23 (Est. $2.01) 🟢; +28.2% YoY
FY Guidance (Reiterates):
🔹 Subscription Revenue: $8.8B; +14.0% YoY
🔹 Adj Operating Margin: 28.5%
Q2 Guidance:
🔹 Subscription Revenue: $2.16B; +13.5% YoY
🔹 Adjusted Operating Margin: 28.0%
Other Key Q1 Metrics:
🔹 Adj Operating Income: $677M (Est. $625.1M) 🟢
🔹 Subscription Revenue: $2.059B; +13.4% YoY
🔹 12-Month Subscription Revenue Backlog: $7.63B; +15.6% YoY
🔹 Total Subscription Revenue Backlog: $24.62B; +19.1% YoY
Cash Flow & Capital Return:
🔹 Operating Cash Flow: $457M (vs. $372M YoY)
🔹 Free Cash Flow: $421M (vs. $291M YoY)
🔹 Cash & Equivalents: $7.97B
🔹 Share Repurchase: 1.3M shares for $293M
🔹 New $1B Share Repurchase Program Announced
🔸 CEO Carl Eschenbach Commentary:
"Solid execution reflects the strength of our AI-driven platform as enterprises turn to Workday to manage people and finance with efficiency and agility."
🔸 CFO Zane Rowe Commentary:
"We’re reiterating our $8.8B subscription revenue target and raising our full-year margin outlook to 28.5%, driven by continued operational efficiency."
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Wall St Engine
$INTU | Intuit Q3 Earnings Highlights
🔹 Revenue: $7.88B (Est. $7.56B) 🟢; +15% YoY
🔹 Adj EPS: $11.65 (Est. $10.96) 🟢; +18% YoY
🔹 Adj OI: $4.34B (Est. $4.10B) 🟢; +17% YoY
FY Guidance (Raised):
🔹 Revenue: $18.72B–$18.76B (Prev. $18.16B–$18.35B); +15% YoY
🔹 Adjusted EPS: $20.07–$20.12 (Prev. $19.16–$19.36) 🟢
🔹 Adjusted Operating Income: $7.54B–$7.56B (Est. $7.32B) 🟢
Q4 Guidance:
🔹 Revenue: $3.72B–$3.76B (Est. $3.53B) 🟢
🔹 Adjusted EPS: $2.63–$2.68 (Est. $2.59) 🟢
🔹 GAAP EPS: $0.84–$0.89
🔹 Online Ecosystem Revenue Growth: +21% YoY
Segment Performance:
🔹 Consumer Group Revenue: $4.0B; +11% YoY
🔹 Global Business Solutions Group Revenue: $2.8B; +19% YoY
🔹 Online Ecosystem Revenue: $2.1B; +20% YoY
🔹 Credit Karma Revenue: $579M; +31% YoY
🔹 ProTax Group Revenue: $278M; +9% YoY
Capital Allocation & Balance Sheet:
🔹 Share Repurchase: $754M in Q3
🔹 Dividend: $1.04/share (Payable July 18); +16% YoY
🔹 Cash & Investments: $6.2B
🔹 Total Debt: $6.4B
🔸 CEO Sasan Goodarzi Commentary:
“We're redefining what's possible with AI by becoming a one-stop shop of AI-agents and AI-enabled human experts, fueling success for both consumers and SMBs.”
🔸 CFO Sandeep Aujla Commentary:
“Our strength across the platform led us to raise full-year guidance across all company metrics for FY25.”
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$INTU | Intuit Q3 Earnings Highlights
🔹 Revenue: $7.88B (Est. $7.56B) 🟢; +15% YoY
🔹 Adj EPS: $11.65 (Est. $10.96) 🟢; +18% YoY
🔹 Adj OI: $4.34B (Est. $4.10B) 🟢; +17% YoY
FY Guidance (Raised):
🔹 Revenue: $18.72B–$18.76B (Prev. $18.16B–$18.35B); +15% YoY
🔹 Adjusted EPS: $20.07–$20.12 (Prev. $19.16–$19.36) 🟢
🔹 Adjusted Operating Income: $7.54B–$7.56B (Est. $7.32B) 🟢
Q4 Guidance:
🔹 Revenue: $3.72B–$3.76B (Est. $3.53B) 🟢
🔹 Adjusted EPS: $2.63–$2.68 (Est. $2.59) 🟢
🔹 GAAP EPS: $0.84–$0.89
🔹 Online Ecosystem Revenue Growth: +21% YoY
Segment Performance:
🔹 Consumer Group Revenue: $4.0B; +11% YoY
🔹 Global Business Solutions Group Revenue: $2.8B; +19% YoY
🔹 Online Ecosystem Revenue: $2.1B; +20% YoY
🔹 Credit Karma Revenue: $579M; +31% YoY
🔹 ProTax Group Revenue: $278M; +9% YoY
Capital Allocation & Balance Sheet:
🔹 Share Repurchase: $754M in Q3
🔹 Dividend: $1.04/share (Payable July 18); +16% YoY
🔹 Cash & Investments: $6.2B
🔹 Total Debt: $6.4B
🔸 CEO Sasan Goodarzi Commentary:
“We're redefining what's possible with AI by becoming a one-stop shop of AI-agents and AI-enabled human experts, fueling success for both consumers and SMBs.”
🔸 CFO Sandeep Aujla Commentary:
“Our strength across the platform led us to raise full-year guidance across all company metrics for FY25.”
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Dimitry Nakhla | Babylon Capital®
Intuit $INTU Reports a Strong Q3 🎯
✅ Rev: $7.75B vs $7.56B (est) | +15% YoY
✅ EPS: $11.65 vs $10.91 (est) | +18% YoY
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Revenue Breakdown 📊
Small Business: $2.8B, +19% YoY
Consumer Group: $4.0B, +11% YoY
Pro Tax: $278M, +9% YoY
Credit Karma: $579M, +31% YoY
Guidance ⬆️ https://t.co/TLN9ZUcAOZ
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Intuit $INTU Reports a Strong Q3 🎯
✅ Rev: $7.75B vs $7.56B (est) | +15% YoY
✅ EPS: $11.65 vs $10.91 (est) | +18% YoY
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Revenue Breakdown 📊
Small Business: $2.8B, +19% YoY
Consumer Group: $4.0B, +11% YoY
Pro Tax: $278M, +9% YoY
Credit Karma: $579M, +31% YoY
Guidance ⬆️ https://t.co/TLN9ZUcAOZ
Intuit $INTU Q3 2025 Preview 🗓️
Rev est: $7.56B (+12.2% YoY)
EPS est: $10.91 (+10.4% YoY)
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In Q3 2024 👇🏽
💵Rev: $6.74B
💰EPS: $9.88
Revenue Breakdown 📊
Small Business: $2.4B (+18% YoY)
Consumer Group: $3.7B (+9% YoY)
Pro Tax: $254M (+3% YoY)
Credit Karma: $443M (+8% YoY) tweet
Wall St Engine
$ROST | Ross Stores Q1 Earnings Highlights
🔹 Revenue: $4.98B (Est. $4.96B) 🟢; Flat YoY
🔹 Adj EPS: $1.47 (Est. $1.43) 🟢; +0.7% YoY
🔹 Net Income: $479.2M (Est. $470.1M) 🟢; -1.8% YoY
🔸 Wthdrew full-year sales and earnings guidance due to uncertainty from elevated China tariffs & macro volatility.
Q2 Guidance:
🔹 EPS: $1.40–$1.55 (Est. $1.64) 🔴
🔹 Comparable Sales: Flat to +3% (vs. +4% YoY in Q2 FY24)
🔸 Includes $0.11–$0.16 EPS impact from new China tariffs
Capital Returns:
🔹 Share Repurchase: 2.0M shares for $263M in Q1
🔹 FY25 Buyback Target: $1.05B (on track under $2.1B authorization)
CEO Jim Conroy Commentary:
🔸 “Monthly sales improved sharply through Q1, with earnings landing at the high end of expectations.”
🔸 “While we import little directly, over 50% of our merchandise originates from China. Elevated tariffs could pressure profitability.”
🔸 “Due to policy volatility, we are withdrawing full-year guidance and focusing on controllable execution amid macro uncertainty.”
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$ROST | Ross Stores Q1 Earnings Highlights
🔹 Revenue: $4.98B (Est. $4.96B) 🟢; Flat YoY
🔹 Adj EPS: $1.47 (Est. $1.43) 🟢; +0.7% YoY
🔹 Net Income: $479.2M (Est. $470.1M) 🟢; -1.8% YoY
🔸 Wthdrew full-year sales and earnings guidance due to uncertainty from elevated China tariffs & macro volatility.
Q2 Guidance:
🔹 EPS: $1.40–$1.55 (Est. $1.64) 🔴
🔹 Comparable Sales: Flat to +3% (vs. +4% YoY in Q2 FY24)
🔸 Includes $0.11–$0.16 EPS impact from new China tariffs
Capital Returns:
🔹 Share Repurchase: 2.0M shares for $263M in Q1
🔹 FY25 Buyback Target: $1.05B (on track under $2.1B authorization)
CEO Jim Conroy Commentary:
🔸 “Monthly sales improved sharply through Q1, with earnings landing at the high end of expectations.”
🔸 “While we import little directly, over 50% of our merchandise originates from China. Elevated tariffs could pressure profitability.”
🔸 “Due to policy volatility, we are withdrawing full-year guidance and focusing on controllable execution amid macro uncertainty.”
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Wall St Engine
$ADSK | Autodesk Q1 Earnings Highlights
🔹 Revenue: $1.63B (Est. $1.61B) 🟢
🔹 Adjusted EPS: $2.29 (Est. $2.15) 🟢
FY Guidance (Raised):
🔹 Revenue: $6.925B–$7.00B (Prev. $6.89B–$6.96B; Est. $6.926B) 🟢
🔹 Adj EPS: $9.50–$9.73 (Prev. $9.34–$9.67; Est. $9.52) 🟢
Q2 Guidance:
🔹 Revenue: $1.72B–$1.73B (Est. $1.70B) 🟢
🔹 Adjusted EPS: $2.44–$2.48 (Est. $2.34) 🟢
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$ADSK | Autodesk Q1 Earnings Highlights
🔹 Revenue: $1.63B (Est. $1.61B) 🟢
🔹 Adjusted EPS: $2.29 (Est. $2.15) 🟢
FY Guidance (Raised):
🔹 Revenue: $6.925B–$7.00B (Prev. $6.89B–$6.96B; Est. $6.926B) 🟢
🔹 Adj EPS: $9.50–$9.73 (Prev. $9.34–$9.67; Est. $9.52) 🟢
Q2 Guidance:
🔹 Revenue: $1.72B–$1.73B (Est. $1.70B) 🟢
🔹 Adjusted EPS: $2.44–$2.48 (Est. $2.34) 🟢
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$DECK | Deckers Outdoor Q4 Earnings Highlights
🔹 Revenue: $1.02B (Est. $1.006B) 🟢; +6.5% YoY
🔹 Adj EPS: $1.00 (Est. $0.59) 🟢
🔹 OI: $173.9M (Est. $107.1M) 🟢
🔹 Net Income: $151.4M (Est. $89.5M) 🟢
FY Outlook Withdrawn:
🔸 Deckers withdrew full-year FY26 guidance due to macroeconomic uncertainty and evolving global trade policies.
Q1 Guidance:
🔹 Revenue: $890M–$910M (Est. $925.3M) 🔴
🔹 EPS: $0.62–$0.67 (Est. $0.79) 🔴
Segment Revenue (Q4 YoY):
🔹 HOKA®: $586.1M; +10.0% YoY
🔹 UGG®: $374.3M; +3.6% YoY
🔹 Other Brands: $61.3M; -6.3% YoY
Channel Performance (Q4 YoY):
🔹 Wholesale: $611.6M; +12.3% YoY
🔹 DTC: $410.2M; -1.2% YoY
↳ DTC Comparable Sales: -1.6% YoY
Geographic Performance (Q4 YoY):
🔹 Domestic Sales: $647.7M; Flat YoY
🔹 International Sales: $374.1M; +19.9% YoY
💰 Capital Allocation:
🔹 Q4 Buyback: 1.78M shares for $266M
🔹 FY25 Buyback: 3.8M shares for $567M
🔹 FY26 Q1 Buyback (as of May 9): 765K shares for $84M
🔹 Total Buyback Authorization Increased to $2.5B
CEO Stefano Caroti:
🔸 “Despite global trade uncertainty, HOKA and UGG remain strong category leaders with long-term growth potential.”
CFO Steve Fasching:
🔸 “FY25 marks our 5th consecutive year of double-digit growth in revenue and EPS. With $1.9B in cash, strong cash flow, and a $2.5B buyback authorization, we’re well-positioned for strategic investment and shareholder return.”
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$DECK | Deckers Outdoor Q4 Earnings Highlights
🔹 Revenue: $1.02B (Est. $1.006B) 🟢; +6.5% YoY
🔹 Adj EPS: $1.00 (Est. $0.59) 🟢
🔹 OI: $173.9M (Est. $107.1M) 🟢
🔹 Net Income: $151.4M (Est. $89.5M) 🟢
FY Outlook Withdrawn:
🔸 Deckers withdrew full-year FY26 guidance due to macroeconomic uncertainty and evolving global trade policies.
Q1 Guidance:
🔹 Revenue: $890M–$910M (Est. $925.3M) 🔴
🔹 EPS: $0.62–$0.67 (Est. $0.79) 🔴
Segment Revenue (Q4 YoY):
🔹 HOKA®: $586.1M; +10.0% YoY
🔹 UGG®: $374.3M; +3.6% YoY
🔹 Other Brands: $61.3M; -6.3% YoY
Channel Performance (Q4 YoY):
🔹 Wholesale: $611.6M; +12.3% YoY
🔹 DTC: $410.2M; -1.2% YoY
↳ DTC Comparable Sales: -1.6% YoY
Geographic Performance (Q4 YoY):
🔹 Domestic Sales: $647.7M; Flat YoY
🔹 International Sales: $374.1M; +19.9% YoY
💰 Capital Allocation:
🔹 Q4 Buyback: 1.78M shares for $266M
🔹 FY25 Buyback: 3.8M shares for $567M
🔹 FY26 Q1 Buyback (as of May 9): 765K shares for $84M
🔹 Total Buyback Authorization Increased to $2.5B
CEO Stefano Caroti:
🔸 “Despite global trade uncertainty, HOKA and UGG remain strong category leaders with long-term growth potential.”
CFO Steve Fasching:
🔸 “FY25 marks our 5th consecutive year of double-digit growth in revenue and EPS. With $1.9B in cash, strong cash flow, and a $2.5B buyback authorization, we’re well-positioned for strategic investment and shareholder return.”
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