� 𝐨𝐟 𝐚𝐧𝐲 𝐢𝐧𝐝𝐢𝐯𝐢𝐝𝐮𝐚𝐥 𝐨𝐫 𝐬𝐢𝐭𝐮𝐚𝐭𝐢𝐨𝐧. 𝐏𝐚𝐬𝐭 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 𝐢𝐬 𝐧𝐨 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞 𝐨𝐟 𝐟𝐮𝐭𝐮𝐫𝐞 𝐫𝐞𝐬𝐮𝐥𝐭𝐬.

𝐈𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐡𝐚𝐬 𝐛𝐞𝐞𝐧 𝐨𝐛𝐭𝐚𝐢𝐧𝐞𝐝 𝐟𝐫𝐨𝐦 𝐬𝐨𝐮𝐫𝐜𝐞𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞𝐝 𝐭𝐨 𝐛𝐞 𝐫𝐞𝐥𝐢𝐚𝐛𝐥𝐞, 𝐛𝐮𝐭 𝐢𝐬 𝐧𝐨𝐭 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞𝐝 𝐚𝐬 𝐭𝐨 𝐜𝐨𝐦𝐩𝐥𝐞𝐭𝐞𝐧𝐞𝐬𝐬 𝐨𝐫 𝐚𝐜𝐜𝐮𝐫𝐚𝐜𝐲. - Dimitry Nakhla | Babylon Capital® tweet

⁠Wall St Engine
$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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⁠Wall St Engine
$HIMS is rolling out a new offer: eligible new customers can now access prescription Wegovy® for $549/month for 6 months. The move aims to make proven obesity treatments more affordable and widen access to Hims & Hers’ full weight loss care program, per the company.
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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% 🟩

S&P 500 Opening Bell Heatmap (May 22, 2025)

$SPY flat ⬜
$QQQ +0.19% 🟩
$DJI -0.19% 🟥
$IWM -0.42% 🟥 - Wall St Engine
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⁠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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⁠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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⁠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
___

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)
___

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) - Dimitry Nakhla | Babylon Capital®
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⁠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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⁠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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⁠Wall St Engine
$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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