Beat the Street

NET 2025 Q2

May 8, 2025 / NET

Cloudflare (NET) reports earnings:

Profit: $0.16 vs. $0.16 = +0%
Profit Est: $0.17 vs. $0.16 = +6%
Missed the street by $0.01
Revenue: +27%
Revenue Est: +24%

May 8, 2025 / TTD

The Trade Desk (TTD) reports earnings:

Profit: $0.33 vs. $0.26 = +27%
Profit Est: $0.26 vs. $0.26 = +0%
Beat the street by $0.07
Revenue: +25%
Revenue Est: +19%

May 8, 2025 / HUBS

HubSpot (HUBS) reports earnings:

Profit: $1.78 vs. $1.68 = +6%
Profit Est: $1.76 vs. $1.68 = +5%
Beat the street by $0.02
Revenue: +16%
Revenue Est: +13%

May 7, 2025 / ARM

Arm (ARM) reports earnings:

Profit: $0.55 vs. $0.36 = +53%
Profit Est: $0.52 vs. $0.36 = +44%
Beat the street by $0.03
Revenue: +34%
Revenue Est: +31%

May 7, 2025 / MELI

MercadoLibre (MELI) reports earnings:

Profit: $9.74 vs. $6.78 = +44%
Profit Est: $8.52 vs. $6.78 = +26%
Beat the street by $1.22
Revenue: +37%
Revenue Est: +28%

May 7, 2025 / BROS

Dutch Bros (BROS) reports earnings:

Profit: $0.14 vs. $0.09 = +56%
Profit Est: $0.12 vs. $0.09 = +33%
Beat the street by $0.02
Revenue: +29%
Revenue Est: +24%

May 6, 2025 / ANET

Arista Networks (ANET) reports earnings:

Profit: $0.65 vs. $0.50 = +31%
Profit Est: $0.59 vs. $0.50 = +19%
Beat the street by $0.06
Revenue: +28%
Revenue Est: +25%

May 6, 2025 / DDOG

Datadog (DDOG) reports earnings:

Profit: $0.46 vs. $0.44 = +5%
Profit Est: $0.43 vs. $0.44 = -2%
Beat the street by $0.03
Revenue: +25%
Revenue Est: +21%

May 6, 2025 / SMCI

Supermicro Computers (SMCI) reports earnings:

Profit: $0.31 vs. $0.67 = -53%
Profit Est: $0.63 vs. $0.67 = -5%
Missed the street by $0.32
Revenue: +20%
Revenue Est: +52%