Earnings360 Newsletter for 12/9/2024

Earnings360 Newsletter for 12/9/2024
Earnings Highlights: PEN, YPF, XYZ, CRWV, ETN, CHT, ONC, Projections - See Details Inside! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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AI spending is accelerating — but leadership is changing (ad)
AI spending is accelerating — but leadership is changing
The AI story is changing. After a year dominated by headlines and valuation expansion, investors are now focused on who is actually monetizing AI at scale. Recent earnings and enterprise spending trends show AI budgets moving from experimentation to deployment. Companies are prioritizing infrastructure, data, and real use cases. The market is rewarding revenue traction, not promises. A new report identifies nine AI companies aligned with this next phase, businesses benefiting from sustained infrastructure spending, enterprise adoption, and recurring AI-driven revenue.
 
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Monday, December 9 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
CASY Casey's General Stores$685.16$4.29$4.85$0.56$3.95 thousand$4.03 thousand-2.9%
CMA Comerica$90.98 - $1.53 - $824.00$0.00
HQY HealthEquity$76.49$0.71$0.59($0.12)$300.43$0.00
MDB MongoDB$326.72$0.68$1.16$0.48$529.40$497.3922.3%
MTN Vail Resorts$136.09($4.99)($4.61)$0.38$260.28$251.45.7%
ORCL Oracle$145.59$1.48$1.47($0.01)$14.06 thousand$14.12 thousand8.6%
PL Planet Labs PBC$24.48($0.10)($0.07)$0.03$61.27$0.00
TOL Toll Brothers$158.28$4.34$4.63$0.29$3.33 thousand$3.17 thousand10.4%
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Friday, December 6 Friday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
DOOO BRP$77.56$0.50$0.85$0.35$0.00$0.00

Upcoming Earnings Reports

CompanyRelease DateRelease Time
UNFI United Natural Foods3/10/2026Morning
AZO AutoZone3/3/2026Morning
MNY MoneyHero5/5/2026Morning
GIII G-III Apparel Group3/12/2026Morning
VNCE Vince4/23/2026Morning
DBI Designer Brands3/19/2026Morning
HEPS D-MARKET Electronic Services & Trading2/26/2026Morning
LITB LightInTheBox1/1/2000Morning
JOUT Johnson Outdoors5/1/2026Morning
HUIZ Huize3/30/2026Morning
OLLI Ollie's Bargain Outlet3/18/2026Morning
ASO Academy Sports and Outdoors3/19/2026Morning
IPA ImmunoPrecise Antibodies1/1/2000Morning
LVTX LAVA Therapeutics1/1/2000Morning
ASHTY Ashtead Group3/3/2026Afternoon
SFIX Stitch Fix3/11/2026Afternoon
SPWH Sportsman's Warehouse4/7/2026Afternoon
GME GameStop3/24/2026Afternoon
SKIL Skillsoft4/13/2026Afternoon
FEIM Frequency Electronics3/12/2026Afternoon
PLAY Dave & Buster's Entertainment4/6/2026Afternoon
MIND MIND Technology4/28/2026Afternoon
CDMO Avid Bioservices1/1/2000Afternoon
MTB M&T Bank4/13/2026Morning
ADBE Adobe3/12/2026Afternoon
NDSN Nordson2/18/2026Afternoon
RFL Rafael3/12/2026Morning
REVG REV Group3/4/2026Morning
M Macy's3/5/2026Morning
PLAB Photronics2/25/2026Morning
BZ KANZHUN3/10/2026Morning
WDH Waterdrop3/11/2026Morning
IDEXY Industria de Diseno Textil3/11/2026Morning
OCCI OFS Credit3/6/2026Morning
VRA Vera Bradley3/11/2026Morning
CSBR Champions Oncology1/1/2000Afternoon
OXM Oxford Industries3/26/2026Afternoon
HNNA Hennessy Advisors5/5/2026Afternoon
JILL J.Jill3/18/2026Afternoon
KEQU Kewaunee Scientific3/11/2026Afternoon
LQDT Liquidity Services5/14/2026Morning
CIEN Ciena3/5/2026Morning
AVGO Broadcom3/4/2026Afternoon
STCN Steel Connect1/1/2000Morning
ALOT AstroNova3/19/2026Morning
LOVE Lovesac4/9/2026Morning
LIVE Live Ventures5/6/2026Morning
MAYS J. W. Mays3/12/2026Morning
RH RH4/1/2026Afternoon
GTIM Good Times Restaurants4/30/2026Afternoon
ATGN AltiGen Communications4/28/2026Afternoon
NX Quanex Building Products3/5/2026Afternoon
NASB NASB Financial5/5/2026Morning
VALU Value Line3/13/2026Afternoon
YYAI AiRWA3/23/2026Afternoon
AXR AMREP3/6/2026Afternoon
EDSA Edesa Biotech5/12/2026Afternoon
XCH XCHG4/22/2026Afternoon
VEON VEON3/13/2026Morning

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