U.S. Communications Stock News

NYSE:DV
NYSE:DVMedia

DoubleVerify Holdings NYSE DV Q4 EPS Jump Tests Bearish Margin Concerns

DoubleVerify Holdings (DV) closed out FY 2025 with fourth quarter revenue of US$205.6 million and basic EPS of US$0.18, while full year trailing twelve month figures show revenue of US$748.3 million and basic EPS of US$0.31. Over the past few quarters, revenue has moved from US$169.6 million in Q3 2024 to US$190.6 million in Q4 2024 and then to US$205.6 million in Q4 2025, with quarterly EPS shifting from US$0.11 to US$0.14 to US$0.18 over the same periods. This has created a results season...
NasdaqGS:NTAP
NasdaqGS:NTAPTech

NetApp (NTAP) Margin Improvement Reinforces Bullish Profitability Narrative In Q3 2026

NetApp (NTAP) has put another solid quarter on the board, with Q3 2026 revenue of US$1.7 billion, basic EPS of US$1.69 and trailing twelve month EPS of US$6.08 helping frame how the latest print fits into its recent performance. The company has seen revenue move from US$1.66 billion in Q2 2025 to US$1.71 billion in Q3 2026, while quarterly basic EPS has ranged between US$1.16 and US$1.69 over that period. This sets up a story where a stable top line and consistent earnings keep margins firmly...
NYSE:CODI
NYSE:CODIDiversified Financial

Compass Diversified (CODI) FY 2025 Loss Deepens Challenging Bullish Margin Repair Narratives

Compass Diversified (CODI) has just wrapped up FY 2025 with fourth quarter revenue of US$468.6 million and a basic EPS loss of US$0.95, while on a trailing twelve month basis revenue sits at about US$1.9 billion with a basic EPS loss of US$3.05. Over the past few quarters, the company has seen quarterly revenue move from US$426.7 million in Q2 2024 to US$456.6 million in Q3 2024 and then into the US$453.8 million to US$478.7 million range through 2025, alongside quarterly basic EPS losses...
NYSE:SOLV
NYSE:SOLVMedical Equipment

Solventum (SOLV) One Off US$1.5b Gain Raises Questions For Bullish Margin Narratives

Solventum (SOLV) has just wrapped up FY 2025 with Q4 revenue of US$1.998 billion, Basic EPS of US$0.36 and trailing twelve month EPS of US$8.94, alongside a very large one off gain that helped push earnings up 224.8% over the past year. Over the last few quarters the company has seen revenue move between US$2.070 billion and US$2.161 billion, while trailing twelve month net income excluding extra items has shifted from US$479 million in FY 2024 Q4 to US$1.56 billion in FY 2025 Q4. This leaves...
NasdaqGM:AUPH
NasdaqGM:AUPHBiotechs

Aurinia Pharmaceuticals (AUPH) Earnings Spike Above Revenue Challenges Profit Quality Narratives

Aurinia Pharmaceuticals (AUPH) closed FY 2025 with Q4 revenue of US$77.1 million and basic EPS of US$1.60, alongside trailing twelve month EPS of US$2.14 on revenue of US$283.1 million. This frames a very strong headline earnings story. Over the past few quarters, the company has seen revenue move from US$59.9 million in Q4 2024 to US$77.1 million in Q4 2025, while quarterly EPS shifted from roughly breakeven at US$0.01 to US$1.60, with trailing twelve month net income reaching US$287.2...
NYSE:TFC
NYSE:TFCBanks

Is Truist Financial’s (TFC) M&A Hire and Bitcoin ETF Push Reframing Its Strategic Identity?

Earlier this month, Truist Financial Corporation named veteran dealmaker Matthew Miller as managing director and head of mergers & acquisitions, while also announcing plans to redeem US$1.25 billion of fixed-to-floating rate senior notes due March 2027 and expanding Truist Wealth’s lineup to include two SEC-registered spot bitcoin ETFs from Fidelity and BlackRock. Together, these moves highlight Truist’s effort to sharpen its advisory capabilities, refine its balance sheet, and cautiously...
NYSE:SUN
NYSE:SUNOil and Gas

The Bull Case For Sunoco (SUN) Could Change Following Upsized Long-Dated Debt Refinancing - Learn Why

Sunoco LP recently priced at 100% an upsized private offering of US$600 million in 5.375% senior notes due 2031 and US$600 million in 5.625% senior notes due 2034, with proceeds earmarked to redeem existing 6.000% notes and for general partnership purposes, including possible debt repayment. This refinancing move reshapes Sunoco’s debt profile by extending maturities and potentially lowering interest costs on portions of its capital structure, which could influence how investors view its...
NasdaqGM:VITL
NasdaqGM:VITLFood

Vital Farms (VITL) Earnings Growth Of 24.2% Tests Market Skepticism On Profit Quality

Vital Farms (VITL) has just wrapped up FY 2025 with fourth quarter revenue of US$213.6 million and basic EPS of US$0.36, alongside full year trailing twelve month EPS of US$1.49 on revenue of US$759.4 million. Earnings for the past year have been reported as growing 24.2%. The company has seen quarterly revenue move from US$145.0 million in Q3 2024 to US$165.9 million in Q4 2024, then to US$162.2 million, US$184.8 million, US$198.9 million and finally US$213.6 million through FY 2025. Over...
NYSE:NP
NYSE:NPInsurance

Neptune Insurance Holdings (NP) Trailing Loss Challenges Bullish High Margin Narratives

Neptune Insurance Holdings (NP) closed FY 2025 with Q4 revenue of US$43.8 million and basic EPS of US$0.03, set against trailing 12 month revenue of US$159.6 million and a basic EPS loss of US$0.26. The company has seen quarterly revenue move from US$31.5 million in Q4 2024 to US$43.8 million in Q4 2025. Basic EPS has ranged from a loss of US$0.21 in Q1 2025 to US$0.06 in the year earlier quarter, leaving investors weighing solid top line progress against margins that are still under...
NYSE:DSX
NYSE:DSXShipping

Diana Shipping (NYSE:DSX) One Off US$17.3m Gain Challenges Earnings Quality Narrative

Diana Shipping (NYSE:DSX) has just wrapped up FY 2025 with fourth quarter revenue of US$52.1 million and basic EPS of US$0.02, rounding out a year where trailing twelve month revenue came in at US$213.5 million and EPS at US$0.11. Over recent periods, the company has seen quarterly revenue move between US$51.9 million and US$54.9 million, while basic EPS ranged from about US$0.01 to US$0.07. During the same timeframe, trailing twelve month EPS rose from US$0.06 to US$0.11 as revenue shifted...
NYSE:SG
NYSE:SGHospitality

Sweetgreen Q4 Loss Worsening To US$49.7 Million Tests Bullish Profitability Narrative

Sweetgreen (SG) just closed out FY 2025 with Q4 revenue of US$155.2 million and a basic EPS loss of US$0.42, while trailing 12 month revenue came in at US$679.5 million with a TTM basic EPS loss of US$1.14. Over the year, the company has seen quarterly revenue shift from US$166.3 million in Q1 and US$185.6 million in Q2 to US$172.4 million in Q3 and US$155.2 million in Q4, with basic EPS losses ranging from US$0.21 to US$0.42 per quarter. With TTM net losses still substantial and same...
NYSE:FLUT
NYSE:FLUTHospitality

Flutter Entertainment (FLUT) Q4 Loss Undercuts Bullish Profitability Narrative

Flutter Entertainment (NYSE:FLUT) closed out FY 2025 with fourth quarter revenue of US$4.7b and a basic EPS loss of US$0.05, alongside trailing twelve month revenue of US$16.4b and a TTM basic EPS loss of US$1.75. Over the past four reported quarters, revenue has ranged from US$3.7b to US$4.7b, while quarterly basic EPS has swung between a profit of US$1.59 and a loss of US$3.92. This sets up a mixed backdrop for a business that is still loss making on a TTM basis but is being assessed on...
NYSE:SM
NYSE:SMOil and Gas

SM Energy (SM) Margin Compression Challenges Bullish Valuation Narratives After FY 2025 Results

SM Energy (SM) has just posted its FY 2025 numbers, with fourth quarter revenue of US$705 million and basic EPS of US$947.83, supported by net income of US$109 million. Over the past few quarters, revenue has moved within a range from US$762.74 million in Q2 2025 to US$807.74 million in Q1 2025, while quarterly EPS has shifted between US$1.35 and US$1.76 over that span. This sets up a trailing twelve month revenue base of about US$3.2 billion and EPS of US$5.63. Taken together, these results...
NYSE:LNG
NYSE:LNGOil and Gas

Cheniere Energy (LNG) EPS Surge Reinforces Bullish Profitability Narratives For FY 2025

Cheniere Energy (LNG) has wrapped up FY 2025 with fourth quarter revenue of US$5.5b and basic EPS of US$10.79, against a backdrop of trailing twelve month revenue of US$20.0b and EPS of US$24.26 that puts the full year firmly in focus for investors. The company has seen revenue move from US$4.5b and EPS of US$4.35 in Q4 2024 to US$5.5b and EPS of US$10.79 in Q4 2025, while trailing net income over the last twelve months reached US$5.3b. This frames a year where profitability metrics sit at...
NYSE:GOLF
NYSE:GOLFLeisure

Acushnet Holdings (GOLF) Margin Compression Challenges Bullish Profitability Narrative Heading Into Earnings

Acushnet Holdings (GOLF) closed FY 2025 with Q4 revenue of US$477.2 million and a basic EPS loss of US$0.58, while trailing twelve month revenue stood at US$2.6 billion and TTM basic EPS was US$3.13. Over recent quarters, the company has seen quarterly revenue move from US$620.5 million and EPS of US$0.89 in Q3 2024 to US$703.4 million with EPS of US$1.62 in Q1 2025, before settling at US$657.7 million and US$0.81 in Q3 2025, which feeds into the current TTM profile investors are assessing...
NasdaqGS:FA
NasdaqGS:FAProfessional Services

First Advantage (FA) Quarterly Profitability Streak Tests Long Running Loss Narrative

First Advantage FY 2025 Earnings Snapshot First Advantage (FA) has wrapped up FY 2025 with Q4 revenue of US$420.0 million and basic EPS of US$0.02, alongside trailing 12 month revenue of about US$1.6 billion and a loss of US$34.8 million on a net income basis. The company has seen quarterly revenue move from US$199.1 million in Q3 FY 2024 to US$307.1 million in Q4 FY 2024, then to US$354.6 million in Q1 FY 2025, US$390.6 million in Q2, US$409.2 million in Q3 and US$420.0 million in Q4. Basic...
NasdaqGS:AEVA
NasdaqGS:AEVAElectronic

Aeva Technologies (AEVA) Q4 Loss Highlights Tension With High Growth And Valuation Narratives

Aeva Technologies (AEVA) has wrapped up FY 2025 with Q4 revenue of US$5.6 million and a basic EPS loss of US$0.42, alongside a full year trailing EPS loss of US$2.55 on revenue of US$18.1 million. The company has seen quarterly revenue move from US$2.7 million in Q4 2024 to US$5.6 million in Q4 2025, while basic EPS has shifted from a loss of US$0.67 to a loss of US$0.42 over the same period, with net income swinging between a loss of US$36.1 million in Q4 2024 and a loss of US$25.3 million...
NYSE:CCO
NYSE:CCOMedia

Clear Channel Outdoor (CCO) Q4 Loss Highlights Ongoing Profitability Strain Despite Revenue Scale

Clear Channel Outdoor Holdings (CCO) just closed out FY 2025 with Q4 revenue of US$461.5 million and a basic EPS loss of US$0.01, while trailing twelve month revenue sat at about US$1.6 billion and EPS at a loss of US$0.22. Over recent quarters the company has seen revenue move from US$375.2 million in Q3 2024 to US$426.7 million in Q4 2024 and then US$461.5 million in Q4 2025. Basic EPS has swung between a loss of US$0.06 in Q3 2024, a loss of US$0.00 in Q4 2024, and a loss of US$0.01 in Q4...
NYSE:QBTS
NYSE:QBTSSoftware

D Wave Quantum (QBTS) Trailing US$355 Million Loss Tests Bullish Growth Narratives

D-Wave Quantum (QBTS) has wrapped up FY 2025 with Q4 revenue of US$2.8 million, a basic EPS loss of US$0.12, and a net loss of US$42.3 million. This sets the tone for a year in which the trailing twelve months show US$24.6 million in revenue, a basic EPS loss of US$1.11, and a net loss of US$355.1 million. Over recent quarters, the company has reported quarterly revenue between US$1.9 million and US$15.0 million, while basic EPS has ranged from a loss of US$0.02 to a loss of US$0.55. These...
NYSE:DNA
NYSE:DNALife Sciences

Ginkgo Bioworks Q4 Loss Profile Reinforces Bearish Narratives On Cash Burn And Profit Timing

Ginkgo Bioworks Holdings (DNA) has just wrapped up FY 2025 with Q4 revenue of about US$33.4 million and a basic EPS loss of US$1.41, while net income excluding extra items came in at a loss of US$80.8 million. Over recent quarters the company has seen revenue move from US$89.0 million in Q3 2024 to US$48.3 million in Q1 2025, US$49.6 million in Q2, US$38.8 million in Q3 and US$33.4 million in Q4. This has come alongside basic EPS losses ranging between US$1.08 and US$2.00. Together, these...
NasdaqGS:CAI
NasdaqGS:CAIBiotechs

Caris Life Sciences (CAI) Q4 Profitability Turnaround Tests Skeptical Earnings Narratives

Caris Life Sciences (CAI) closed out FY 2025 with Q4 revenue of US$292.9 million and basic EPS of US$0.29, alongside net income of US$82.0 million. Over the past six reported quarters, the company has seen revenue move from US$129.9 million in Q4 2024 to US$292.9 million in Q4 2025. Over the same period, basic EPS has ranged from a loss of US$7.97 in Q2 2025 to a profit of US$0.29 in the latest quarter. This sets up a story in which improving margins and the quality of those earnings are...
NYSE:SRE
NYSE:SREIntegrated Utilities

Sempra (SRE) Margin Drop To 13.2% Tests Bullish Growth And Valuation Narratives

Latest Earnings Snapshot and What Comes Next Sempra (SRE) just closed out FY 2025 with fourth quarter revenue of US$3,749 million and basic EPS of US$0.54, while trailing twelve month revenue stood at US$13.7 billion and basic EPS at US$2.77. This sets a baseline for how the market may view this update. The company reported quarterly revenue of US$3,758 million in Q4 2024 and US$3,749 million in Q4 2025, while basic EPS moved from US$1.05 to US$0.54 over the same period. As a result,...
NasdaqCM:ASUR
NasdaqCM:ASURProfessional Services

Asure Software Q4 Profit Challenges Ongoing Unprofitability Narrative For Asure Software (ASUR)

Asure Software (ASUR) closed out FY 2025 with Q4 revenue of US$39.3 million and basic EPS of US$0.03, set against a trailing twelve month net loss of US$13.1 million and basic EPS of a US$0.48 loss. Over recent quarters the company has seen revenue move from US$29.3 million in Q3 2024 to US$30.8 million in Q4 2024 and then to US$39.3 million in Q4 2025, while quarterly basic EPS has shifted from a loss of US$0.12 in Q4 2024 to a profit of US$0.03 in Q4 2025. For investors, that mix of growing...
NYSE:APO
NYSE:APODiversified Financial

Apollo Global Management Margins Slip To 11% Challenging Bullish Earnings Narratives

Apollo Global Management FY 2025 earnings snapshot Apollo Global Management (APO) closed out FY 2025 with fourth quarter revenue of about US$9.8b and basic EPS of US$1.44, anchored by net income of US$854m. This highlights how the firm is converting a large top line into bottom line results. The company reported quarterly revenue of US$5.2b in Q4 FY 2024 and US$9.8b in Q4 FY 2025, while basic EPS moved from US$2.94 to US$1.44 over the same period. Investors are likely to weigh the revenue...