Dell Technologies (DELL) posted $23.38 billion in revenue for the quarter ending April 2025, marking a 5.1% increase from the same period last year and slightly surpassing the Zacks Consensus Estimate of $23.14 billion. Earnings per share (EPS) came in at $1.55, falling short of the expected $1.72, though still up from $1.27 a year earlier.
Despite the earnings miss, Dell’s performance in several key areas showcased solid growth. The Infrastructure Solutions Group delivered $10.32 billion in revenue, beating the $10.26 billion estimate and rising 11.8% year over year. Within this segment, storage brought in $4 billion (+6.3%), and servers and networking generated $6.32 billion (+15.6%), aligning closely with analyst forecasts.
The Client Solutions Group also saw positive momentum in the commercial division, reporting $11.05 billion—an 8.8% increase and ahead of the $10.66 billion estimate. However, the consumer segment dipped 19.3% year over year, pulling in $1.46 billion, which missed the $1.74 billion expectation.
Operating income came in lower than expected in both major divisions: $653 million for Client Solutions Group (vs. $696.04 million projected) and $998 million for Infrastructure (vs. $1.13 billion expected).
Despite mixed results, Dell’s stock has surged 24% in the past month, outpacing the S&P 500’s 6.7% gain. Currently holding a Zacks Rank #3 (Hold), Dell is expected to perform in line with broader market trends in the short term.
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Zscaler (ZS) posted robust third-quarter results for the fiscal year ending April 2025, reporting $678.03 million in revenue—a 22.6% jump from the same period last year. The company also delivered an earnings per share (EPS) of $0.84, slightly lower than the $0.88 posted a year ago but ahead of Wall Street’s projection of $0.75, marking a 12% EPS beat.
Revenue surpassed the Zacks Consensus Estimate of $666.39 million by 1.75%, reflecting strong operational momentum.
Among the key performance indicators, billings came in at $784.51 million, just shy of the average analyst estimate of $792.21 million. Remaining performance obligations totaled $4.98 billion, exceeding the $4.73 billion consensus from three analysts.
Zscaler’s dollar-based net retention rate stood at 114%, narrowly missing the expected 115%. Revenue from direct customers surged 57.6% year-over-year to $80.14 million, beating the $76.85 million estimate. Revenue through channel partners also rose 19% to $597.89 million, above the projected $589.01 million.
Over the past month, Zscaler’s stock has gained 12.2%, outperforming the S&P 500’s 6.7% increase. The stock currently holds a Zacks Rank #3 (Hold), suggesting it may track the broader market in the near term.
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Nvidia (NVDA) shares rose 6% in premarket trading on Thursday after reporting a record-breaking first-quarter revenue that exceeded Wall Street expectations. The surge in sales comes even as the chipmaker acknowledged a significant setback—billions in lost revenue—due to U.S. export restrictions on its most advanced chips destined for China.
Despite these regulatory hurdles, Nvidia’s latest product lineup continues to see rising demand. Analysts at JPMorgan noted that the strong performance signals a positive outlook for server manufacturers such as Dell Technologies (DELL) and Hewlett Packard Enterprise (HPE), who rely heavily on Nvidia’s new Blackwell platform chips. Dell is set to release its earnings later Thursday, while HPE will report next Tuesday.
CEO Jensen Huang is scheduled to speak at an upcoming industry event and will address investors again at Nvidia’s annual investor day on June 25. Ahead of Thursday’s market open, Nvidia shares were trading at $142.81, poised for their highest opening since late January.
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Royal Bank of Canada (RBC) reported a robust second-quarter performance, posting a net income of $4.4 billion, a notable rise from $3.95 billion during the same period last year.
Earnings per diluted share increased to $3.02, up from $2.74 a year ago. On an adjusted basis, RBC earned $3.12 per diluted share, compared to $2.92 last year. However, the adjusted earnings slightly missed analyst expectations of $3.19 per share, based on estimates from LSEG Data & Analytics.
Total revenue climbed to $15.67 billion, up from $14.15 billion year-over-year, highlighting steady growth across key business lines. Meanwhile, the bank set aside $1.42 billion in provisions for credit losses, marking an increase from $920 million in the previous year.
This financial update reflects RBC’s continued resilience despite higher credit risk allocations.
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Nvidia is poised to report $6.2 billion in revenue from China for its fiscal first quarter, making up over 14% of the chipmaker’s total revenue, according to Wall Street consensus tracked by Bloomberg. The quarter, which ended April 27, comes just after the Trump administration enforced a ban on Nvidia’s H20 chip sales to China — a move that could reshape future earnings.
Despite the restrictions, Nvidia’s China sales are expected to surge 150% year-over-year. In comparison, U.S. revenue is forecasted to rise by 60%, reaching $21.6 billion. Overall, analysts project total revenue of $43.3 billion for the quarter.
Nvidia CEO Jensen Huang called the export ban “deeply painful,” revealing the company lost $15 billion in potential sales. The chipmaker is also absorbing a $5.5 billion charge in Q1 from writing down unsellable inventory due to the ban.
“Not only am I losing $5.5 billion… we walked away from $15 billion of sales and around $3 billion in taxes,” Huang said in an interview with Stratechery. He emphasized that China remains a $50 billion market opportunity for Nvidia.
The company’s stock has faced headwinds in 2025, with shares dropping in January amid competition from China’s DeepSeek and again in April as trade tensions rattled markets. However, anticipation builds as Nvidia prepares to report earnings on Wednesday. Investors are optimistic that strong demand for its Blackwell AI chips and a new partnership with Saudi Arabia could boost momentum.
Ahead of the report, Nvidia shares climbed 3% on Tuesday. Options market data suggests the stock could swing up to 7.4% post-earnings.
Bank of America’s Vivek Arya cautioned that the $5.5 billion inventory write-down could drag down Nvidia’s gross margin this quarter. Still, both Arya and Stifel’s Ruben Roy expect Nvidia to slightly surpass Wall Street’s expectations. However, concerns linger over a potentially “messy” second-quarter outlook due to ongoing China restrictions.
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President Donald Trump’s tariff strategy continued to deliver a sharp revenue boost in May, with receipts from customs and excise taxes climbing past $22.3 billion, Treasury Department data shows.
A significant portion of this revenue arrived on May 22, when a single-day deposit of over $16.5 billion was recorded. This monthly total has already surpassed April’s $17.4 billion and March’s $9.6 billion.
Since January 1, government collections from tariffs and related taxes have exceeded $92 billion—highlighting a notable revenue surge during Trump’s second term, far outpacing his first term and recent years.
The increase in May reflects the full-month impact of Trump’s sweeping 10% tariffs, which were imposed on nearly all foreign imports starting April 5. Additional revenue gains followed tariff reductions for China and limited cuts for the UK, both introduced earlier this month.
Trump, addressing the public via social media on Tuesday, hinted at further trade measures. He noted his current pause on 50% tariffs targeting Europe and added, “I am empowered to ‘SET A DEAL’ for Trade into the United States if we are unable to make a deal.”
Looking ahead, the administration is considering new sector-specific tariffs on semiconductors, pharmaceuticals, and potentially even consumer tech giants like Apple and Samsung.
While the reported figures combine customs duties and certain excise taxes under one category, Treasury officials expect more detailed breakdowns in the coming weeks. Historically, customs duties comprise the majority of this total.
Despite representing only a small slice of overall federal revenues, Trump continues to champion tariffs as a key fiscal tool. “We’re going to make a lot of money [from tariffs], and that money’s going to be used to reduce taxes,” he said in an April 23 statement.
The latest figures reinforce Trump’s push for a tariff-driven trade policy, with further revenue and tax changes possibly on the horizon.
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American Aires Inc. (CSE: WiFi) (OTCQB: AAIRF), a Canadian nanotechnology firm pioneering electromagnetic field (EMF) modulation, reported record-breaking revenue of $5.38 million for Q1 2025, marking a 164% year-over-year surge.
The company also posted a 184% rise in gross profit, while gross margin climbed by 500 basis points to reach 65%. This impressive performance reflects Aires’ ongoing momentum and the effectiveness of its strategic partnerships, which include high-profile collaborations with UFC, WWE, Canada Basketball, NHL star John Tavares, and NBA standout RJ Barrett. Notably, 2025 marks the first full year of leveraging these key partnerships.
Management attributed the revenue growth to scaled advertising investments and increased brand visibility, which helped broaden the customer base and tap into new markets. Despite seasonal challenges typical in the first quarter, Aires sustained strong sales, underscoring the success of its long-term strategy.
As of March 31, the company held $1.55 million in cash and $2.20 million in inventory. While Q1 saw a higher adjusted EBITDA loss of $1.56 million (compared to a $0.88 million loss a year earlier) due to continued promotional spending, management remains optimistic. Cost optimizations, including reduced product and fulfillment expenses, are expected to boost EBITDA performance in the upcoming quarters.
“Our Q1 results clearly demonstrate that our strategy is delivering,” said CEO Josh Bruni. “We’re investing with intention — expanding our footprint, reinforcing our impact, and building toward sustainable profitability.”
Aires reaffirmed its 2025 guidance, projecting full-year revenue between $28 million and $32 million, with adjusted EBITDA ranging from a $2 million loss to a $2 million profit. This outlook is supported by the company’s strong three-year growth trajectory — 128% in 2022, 79% in 2023, and 73% in 2024. Management expects continued growth in the 55% to 77% range this year.
About American Aires Inc.
American Aires is a Toronto-based nanotech company focused on enhancing well-being through EMF modulation. Its Lifetune products help reduce EMF radiation from devices like smartphones, laptops, baby monitors, and 5G networks. Aires also promotes EMF-safe environments through its Aires Certified Spaces™ initiative.
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Deckers Outdoor Corp (NYSE: DECK) delivered record-breaking results for fiscal year 2025, posting a 16% year-over-year increase in revenue, reaching $4.986 billion. Strong brand performance, particularly from HOKA and UGG, propelled the growth.
The company expanded its gross margin by 230 basis points to 57.9% and improved operating margin by 200 basis points to 23.6%. Earnings per share surged 30% to $6.33, reflecting robust financial health.
HOKA revenue climbed 24% to $2.2 billion, driven by international expansion and heightened brand recognition. UGG followed closely with a 13% gain, reaching $2.5 billion, supported by consistent growth across global markets.
Deckers ended the fiscal year with $1.9 billion in cash and equivalents. Inventory levels rose 4% to $495 million. The company repurchased $567 million worth of shares during the year.
In the fourth quarter, revenue rose 6% to $1.02 billion, while gross margin improved by 50 basis points to 56.7%. Quarterly EPS increased 22% to $1.
Despite the strong performance, the company remains cautious heading into fiscal year 2026. Deckers flagged macroeconomic uncertainties and anticipates up to $150 million in additional costs due to tariffs, which could impact gross margins and consumer demand. The company also foresees higher promotional activity and an unfavorable channel mix affecting profitability.
HOKA’s U.S. direct-to-consumer sales faced short-term pressure due to product transitions and broader economic factors. However, CFO Steven Fasching noted that international DTC channels remain strong and reiterated long-term confidence in the brand’s potential. CEO Stefano Caroti emphasized HOKA’s strong global foundation and growth prospects across lifestyle and fitness categories.
To counteract tariff-related cost increases, Deckers is working on price adjustments and collaborating with manufacturing partners to share the burden. The company aims to recover up to 50% of the projected tariff impact.
While Deckers did not issue formal guidance for FY26, leadership remains optimistic about HOKA’s mid-teens growth potential in a normalized economic environment.
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Autodesk (NASDAQ: ADSK) delivered better-than-expected results for Q1 FY2025, reporting adjusted earnings of $2.29 per share, surpassing the Zacks Consensus Estimate of $2.14. This also marks a year-over-year increase from $1.87 per share in the same quarter last year. The result reflects an earnings surprise of 7.01%.
Revenue also came in ahead of expectations, reaching $1.63 billion—up from $1.42 billion a year ago—beating the consensus estimate by 1.64%. This quarter continues Autodesk’s streak, having exceeded both earnings and revenue estimates for the fourth consecutive time.
Despite the strong performance, Autodesk shares are down around 0.9% year-to-date, slightly underperforming the S&P 500’s 0.6% decline. The future stock movement will largely hinge on management’s commentary and revised guidance following the earnings call.
Looking ahead, investor focus shifts to Autodesk’s earnings outlook. The current consensus projects earnings of $2.34 per share on $1.7 billion in revenue for the next quarter and $9.48 EPS on $6.92 billion in revenue for the fiscal year. However, the stock currently holds a Zacks Rank #3 (Hold), indicating it may perform in line with the broader market in the near term.
In related industry news, UiPath (NYSE: PATH), another software firm in the automation space, is expected to report its Q1 results on May 29. Analysts predict earnings of $0.10 per share, reflecting a 23.1% decline from last year, with revenue projected at $332.33 million—a slight dip from the year-ago quarter.
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Workday (WDAY) has once again outperformed Wall Street expectations, posting strong financial results for its first fiscal quarter ended April 2025. The enterprise cloud software provider reported adjusted earnings of $2.23 per share, surpassing the Zacks Consensus Estimate of $1.99. This marks a notable jump from $1.74 per share reported in the same quarter last year.
The earnings beat reflects a 12.06% surprise, following a similarly strong performance in the previous quarter, where Workday delivered $1.92 per share against a forecast of $1.75—an upside of 9.71%. The company has now exceeded EPS estimates for four consecutive quarters.
Workday also posted quarterly revenue of $2.24 billion, up from $1.99 billion a year ago, and ahead of the $2.22 billion forecast. This revenue beat by 1.10% continues the company’s streak of outperforming consensus revenue expectations for the fourth straight quarter.
The stock has gained approximately 4.1% year-to-date, outperforming the broader S&P 500, which declined by 0.6% in the same period.
As investors look ahead, attention will shift to Workday’s earnings outlook and management’s insights during the earnings call. Future stock movement will likely hinge on how current and projected earnings estimates evolve, a factor closely tracked by tools such as the Zacks Rank, known for leveraging earnings revisions to predict short-term stock trends.
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OutSystems, a global leader in AI-driven application development, has officially surpassed €500 million in revenue, reinforcing its strong position in the enterprise software space. This financial milestone comes as the company enters a new chapter, appointing tech industry veteran Woodson Martin as its new Chief Executive Officer.
Martin, a former executive at Salesforce and Business Objects, steps in to lead OutSystems into its next stage of innovation and growth. His appointment follows the transition of founder Paulo Rosado, who after more than 20 years at the helm, will now serve as Chairman of the Board and strategic advisor.
Reflecting on the company’s journey from its early days in a Portuguese garage to becoming a €500M powerhouse, Rosado said, “We built this company to help organizations rapidly create digital solutions tailored to their needs. Reaching this milestone is a proud moment for all of us, and Woodson is the right leader to build on our legacy.”
Martin brings over 18 years of leadership experience from Salesforce, where he most recently served as EVP and GM of AppExchange. Under his leadership, the platform expanded to over 7,500 apps and 10 million installs, serving more than 150,000 global customers.
“OutSystems is uniquely positioned to lead the future of enterprise application development,” said Martin. “I’m excited to help our customers and partners unlock new value through AI-powered apps, agents, and automation.”
Founded in 2001, OutSystems enables companies to build, deploy, and maintain mission-critical applications faster and more efficiently. With over 2,000 customers, 500 partners, and a vibrant developer community, the company continues to drive innovation at scale across more than 75 countries.
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Analog Devices Inc. has projected a stronger-than-expected third quarter, fueled by rising demand for its semiconductors across the automotive and industrial sectors. The chipmaker, based in Wilmington, Massachusetts, estimates third-quarter revenue of $2.75 billion, plus or minus $100 million—surpassing Wall Street’s average forecast of $2.62 billion, according to LSEG data.
The company also anticipates adjusted earnings of $1.92 per share, give or take 10 cents, exceeding analysts’ expectations of $1.83 per share. Following the announcement, Analog Devices’ stock gained 2.5% in premarket trading.
The analog semiconductor industry is gradually rebounding, with increased demand from industrial automation and the automotive market. Additionally, rising orders from consumer electronics, particularly devices enhanced with AI capabilities, are contributing to the recovery.
Peers such as Texas Instruments, Onsemi, and Microchip Technology have also maintained steady performances in recent quarters.
Analog Devices, which supplies chips to major players like Boeing and Siemens, serves diverse sectors including aerospace, industrial equipment, and consumer technology. For the second quarter ended April 30, the company posted a 22% revenue increase to $2.64 billion, beating analyst expectations of $2.51 billion.
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