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Wall St Engine
RT @wallstengine: Polymarket odds for Fed moves:
May: 99% chance of no change
June: 63% chance of no change
July: 45% chance of no change https://t.co/kYGYOdQ1ZS
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RT @wallstengine: Polymarket odds for Fed moves:
May: 99% chance of no change
June: 63% chance of no change
July: 45% chance of no change https://t.co/kYGYOdQ1ZS
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Hidden Value Gems
RT @HiddenValueGems: If you are a Berkshire shareholder, will you sell some or all of your shares in the next 1-2 weeks following yesterday’s news?
- Yes
- No
- Haven’t decided yet
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RT @HiddenValueGems: If you are a Berkshire shareholder, will you sell some or all of your shares in the next 1-2 weeks following yesterday’s news?
- Yes
- No
- Haven’t decided yet
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Wall St Engine
OpenAI is shifting its for-profit arm into a Public Benefit Corporation (PBC), while keeping full control under its original non-profit.
The nonprofit will now also hold a major equity stake in the PBC, giving it more resources to support its mission as demand for AI tools like ChatGPT continues to surge.
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OpenAI is shifting its for-profit arm into a Public Benefit Corporation (PBC), while keeping full control under its original non-profit.
The nonprofit will now also hold a major equity stake in the PBC, giving it more resources to support its mission as demand for AI tools like ChatGPT continues to surge.
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Wall St Engine
Goldman notes 17% of S&P 500 $SPY firms gave Q2 guidance, and 45% gave FY—both close to average. But more companies than usual are keeping Full Year Guide unchanged, which they say reflects growing caution as firms hold off on updates due to uncertainty around tariff policy. https://t.co/E0ZDUWhmAd
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Goldman notes 17% of S&P 500 $SPY firms gave Q2 guidance, and 45% gave FY—both close to average. But more companies than usual are keeping Full Year Guide unchanged, which they say reflects growing caution as firms hold off on updates due to uncertainty around tariff policy. https://t.co/E0ZDUWhmAd
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Wall St Engine
S&P 500 Closing Bell Heatmap (May 05, 2025)
$SPY -0.56% 🟥
$QQQ -0.59% 🟥
$DJI -0.24% 🟥
$IWM -0.74% 🟥
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S&P 500 Closing Bell Heatmap (May 05, 2025)
$SPY -0.56% 🟥
$QQQ -0.59% 🟥
$DJI -0.24% 🟥
$IWM -0.74% 🟥
S&P 500 Opening Bell Heatmap (May 05, 2025)
$SPY -0.74% 🟥
$QQQ -0.81% 🟥
$DJI -0.49% 🟥
$IWM -0.89% 🟥 tweet
Wall St Engine
$PLTR | Palantir Q1'25 Earnings Highlights:
🔹 Revenue: $884M (Est. $862.8M) 🟢; UP +39% YoY
🔹 Adj EPS: $0.13 (Est. $0.13) 🟡
🔹 Adj EBITDA: $397M
🔹 Rule of 40 Score: 83%
Q2 Guidance:
🔹 Revenue: $934M–$938M (Est. $898.5M) 🟢
🔹 Adjusted Income from Operations: $401M–$405M
FY25 Guidance:
🔹 Revenue: $3.89B–$3.90B (Est. $3.75B) 🟢
🔹 U.S. Commercial Revenue Guidance: >$1.178B; UP +68% YoY
🔹 Adjusted Income from Operations: $1.711B–$1.723B
🔹 Adjusted Free Cash Flow: $1.6B–$1.8B
🔹 GAAP Operating Income and Net Income expected in every quarter
Q1 Segment & Regional Performance:
🔹 U.S. Revenue: $628M; UP +55% YoY, +13% QoQ
🔹 U.S. Commercial Revenue: $255M; UP +71% YoY, +19% QoQ
🔹 U.S. Government Revenue: $373M; UP +45% YoY, +9% QoQ
🔹 Total Customer Count: UP +39% YoY, +8% QoQ
🔹 Closed 139 deals ≥ $1M; 51 ≥ $5M; 31 ≥ $10M
Contract Metrics:
🔹 U.S. Commercial Total Contract Value (TCV): $810M; UP +183% YoY
🔹 U.S. Commercial Remaining Deal Value (RDV): $2.32B; UP +127% YoY, +30% QoQ
Other Metrics:
🔹 Adjusted Income from Operations: $391M; Margin 44%
🔹 GAAP Income from Operations: $176M; Margin 20%
🔹 Adjusted Free Cash Flow: $370M; Margin 42%
🔹 Cash from Operations: $310M; Margin 35%
🔹 Net Income: $214M; Margin 24%
🔹 Cash, Equivalents & U.S. Treasuries: $5.4B
CEO Alexander Karp's Commentary:
🔸 "We are in the middle of a tectonic shift in adoption, especially in the U.S. where revenue soared 55% YoY, and U.S. commercial revenue hit a $1B+ run rate."
🔸 "We’re delivering the operating system for the modern enterprise in the AI era. Hence, we’re raising full-year revenue guidance to +36% and U.S. commercial growth to +68%."
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$PLTR | Palantir Q1'25 Earnings Highlights:
🔹 Revenue: $884M (Est. $862.8M) 🟢; UP +39% YoY
🔹 Adj EPS: $0.13 (Est. $0.13) 🟡
🔹 Adj EBITDA: $397M
🔹 Rule of 40 Score: 83%
Q2 Guidance:
🔹 Revenue: $934M–$938M (Est. $898.5M) 🟢
🔹 Adjusted Income from Operations: $401M–$405M
FY25 Guidance:
🔹 Revenue: $3.89B–$3.90B (Est. $3.75B) 🟢
🔹 U.S. Commercial Revenue Guidance: >$1.178B; UP +68% YoY
🔹 Adjusted Income from Operations: $1.711B–$1.723B
🔹 Adjusted Free Cash Flow: $1.6B–$1.8B
🔹 GAAP Operating Income and Net Income expected in every quarter
Q1 Segment & Regional Performance:
🔹 U.S. Revenue: $628M; UP +55% YoY, +13% QoQ
🔹 U.S. Commercial Revenue: $255M; UP +71% YoY, +19% QoQ
🔹 U.S. Government Revenue: $373M; UP +45% YoY, +9% QoQ
🔹 Total Customer Count: UP +39% YoY, +8% QoQ
🔹 Closed 139 deals ≥ $1M; 51 ≥ $5M; 31 ≥ $10M
Contract Metrics:
🔹 U.S. Commercial Total Contract Value (TCV): $810M; UP +183% YoY
🔹 U.S. Commercial Remaining Deal Value (RDV): $2.32B; UP +127% YoY, +30% QoQ
Other Metrics:
🔹 Adjusted Income from Operations: $391M; Margin 44%
🔹 GAAP Income from Operations: $176M; Margin 20%
🔹 Adjusted Free Cash Flow: $370M; Margin 42%
🔹 Cash from Operations: $310M; Margin 35%
🔹 Net Income: $214M; Margin 24%
🔹 Cash, Equivalents & U.S. Treasuries: $5.4B
CEO Alexander Karp's Commentary:
🔸 "We are in the middle of a tectonic shift in adoption, especially in the U.S. where revenue soared 55% YoY, and U.S. commercial revenue hit a $1B+ run rate."
🔸 "We’re delivering the operating system for the modern enterprise in the AI era. Hence, we’re raising full-year revenue guidance to +36% and U.S. commercial growth to +68%."
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Wall St Engine
$HIMS & Hers Health Q1'25 Earnings Highlights:
🔹 Revenue: $586.0M (Est. $538.2M) 🟢; +111% YoY
🔹 Adj EPS: $0.20 (Est. $0.12) 🟢
🔹 Net Income: $49.5M (Est. $28.2M) 🟢; +346% YoY
🔹 Adj EBITDA: $91.1M (Est. $61.3M) 🟢; +182% YoY
🔹 Gross Margin: 73% (Est. 77%) 🔴
FY25 Guidance:
🔹 Revenue: $2.3B–$2.4B (Est. $2.32B) 🟢
🔹 Adjusted EBITDA: $295M–$335M (Est. $297M) 🟢
Q2 FY25 Guidance:
🔹 Revenue: $530M–$550M
🔹 Adjusted EBITDA: $65M–$75M
🔹 Adjusted EBITDA Margin: 12%–14%
2030 Long-Term Targets:
🔸 Revenue: At least $6.5B
🔸 Adjusted EBITDA: At least $1.3B
Q1 Subscriber & Platform Metrics:
🔹 Total Subscribers: 2.37M; UP +38% YoY
🔹 Monthly Online Revenue per Avg Subscriber: $84; UP +53% YoY
Q1 Revenue Breakdown:
🔹 Online Revenue: $576.4M; UP +115% YoY
🔹 Wholesale Revenue: $9.6M; DOWN -7% YoY
Others:
🔹 Free Cash Flow: $50.1M; UP +321% YoY
🔹 Operating Cash Flow: $109.1M; UP +323% YoY
CEO Andrew Dudum's Commentary:
🔸 "We’re starting 2025 with incredible momentum. Millions are turning to us for personal, affordable care. We’re building a future-ready platform that enables cross-industry collaboration with pharma, diagnostics, and providers to serve tens of millions."
CFO Yemi Okupe's Commentary:
🔸 "Our subscriber base grew to 2.4M, with 1.4M using personalized solutions. Our 111% YoY revenue growth and rising engagement reaffirm our long-term growth across five levers: personalization, new specialties, enhanced care access, partnerships, and global expansion."
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$HIMS & Hers Health Q1'25 Earnings Highlights:
🔹 Revenue: $586.0M (Est. $538.2M) 🟢; +111% YoY
🔹 Adj EPS: $0.20 (Est. $0.12) 🟢
🔹 Net Income: $49.5M (Est. $28.2M) 🟢; +346% YoY
🔹 Adj EBITDA: $91.1M (Est. $61.3M) 🟢; +182% YoY
🔹 Gross Margin: 73% (Est. 77%) 🔴
FY25 Guidance:
🔹 Revenue: $2.3B–$2.4B (Est. $2.32B) 🟢
🔹 Adjusted EBITDA: $295M–$335M (Est. $297M) 🟢
Q2 FY25 Guidance:
🔹 Revenue: $530M–$550M
🔹 Adjusted EBITDA: $65M–$75M
🔹 Adjusted EBITDA Margin: 12%–14%
2030 Long-Term Targets:
🔸 Revenue: At least $6.5B
🔸 Adjusted EBITDA: At least $1.3B
Q1 Subscriber & Platform Metrics:
🔹 Total Subscribers: 2.37M; UP +38% YoY
🔹 Monthly Online Revenue per Avg Subscriber: $84; UP +53% YoY
Q1 Revenue Breakdown:
🔹 Online Revenue: $576.4M; UP +115% YoY
🔹 Wholesale Revenue: $9.6M; DOWN -7% YoY
Others:
🔹 Free Cash Flow: $50.1M; UP +321% YoY
🔹 Operating Cash Flow: $109.1M; UP +323% YoY
CEO Andrew Dudum's Commentary:
🔸 "We’re starting 2025 with incredible momentum. Millions are turning to us for personal, affordable care. We’re building a future-ready platform that enables cross-industry collaboration with pharma, diagnostics, and providers to serve tens of millions."
CFO Yemi Okupe's Commentary:
🔸 "Our subscriber base grew to 2.4M, with 1.4M using personalized solutions. Our 111% YoY revenue growth and rising engagement reaffirm our long-term growth across five levers: personalization, new specialties, enhanced care access, partnerships, and global expansion."
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