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May 9, 2025
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HubSpot Inc. dropped 5.3% to $625.05 after the customer service software provider reported first-quarter 2025 results.
Revenue edged up to $714.14 million from $617.41 million, net income swung to a loss of $21.79 million from a profit of $5.93 million, and diluted earnings per share swung to a loss of 42 cents from a profit of 12 cents a year ago.
The company authorized a share repurchase program for up to $500.0 million over a period of up to 12 months.
HubSpot guided second-quarter revenue to be between $738.0 million and $740.0 million, compared to $637.2 million in 2024; non-GAAP operating income between $124.0 million and $125.0 million, compared to $109.3 million; and non-GAAP net income per share between $2.10 and $2.12, compared to $1.94 in the prior year.
For the full year, the company estimated revenue to be between $3.036 billion and $3.044 billion, compared to $2.63 billion in 2024; non-GAAP operating income between $558.0 million and $562.0 million, compared to $460.2 million; and non-GAAP net income per common share between $9.29 and $9.37, compared to $8.12 a year ago. -
Cloudflare Inc. surged 8.4% to $134.70 after the cybersecurity and network services provider reported higher sales in the first quarter of 2025.
Revenue increased to $479.09 million from $378.60 million, net loss widened to $38.45 million from a loss of $35.54 million, and diluted loss per share expanded to 11 cents from a loss of 10 cents a year ago.
The company guided second-quarter revenue to be between $500.0 million and $501.0 million, compared to $401.0 million in 2024; non-GAAP income between $62.5 million and $63.5 million, compared to $69.5 million; and non-GAAP net income per share of 18 cents, compared to 20 cents in the prior year.
For the full year, Cloudflare estimated revenue to be between $2.090 billion and $2.094 billion, compared to $1.67 billion in 2024; non-GAAP income from operations between $272.0 million and $276.0 million, compared to $230.1 million; and non-GAAP net income per share between 79 cents and 80 cents, compared to 75 cents a year ago. -
MercadoLibre Inc. advanced 6.5% to $2,420 after the Argentinian e-commerce and financial services company reported first-quarter 2025 results.
Revenue jumped to $5.93 billion from $4.33 billion, net income edged up to $494 million from $344 million, and diluted earnings per share rose to $9.74 from $6.78 a year ago.
The company said total payment volume in the quarter rose 43% to $58.3 billion and gross merchandise volume increased 17% to $13.3 billion from a year earlier. -
Shopify Inc. eased 0.4% to $93.61 after the Canada-based e-commerce company reported first-quarter 2025 results.
Revenue edged up to $2.36 billion from $1.86 billion, net loss expanded to $682 million from a loss of $273 million, and diluted loss per share widened to 53 cents from a loss of 21 cents a year ago.
The company said free cash flow came in at $363 million, compared to $232 million a year earlier.
Shopify guided second-quarter revenue to grow at a mid-twenties percentage rate from $2.0 billion a year ago and free cash flow margin to be in the mid-teens, similar to the first quarter of 2025.
During the first quarter, operating income jumped to $203 million from $86 million, and net income excluding the impact of equity investments rose to $226 million from $144 million a year ago. -
The Walt Disney Co. advanced 10.4% to $101.66 after the media and resort company reported second-quarter 2025 results.
Revenue edged up to $23.62 billion from $22.08 billion, net income swung to a profit of $3.27 billion from a loss of $20 million, and diluted earnings per share swung to a profit of $1.81 from a loss of 1 cent a year ago.
The company estimated full-year adjusted earnings per share to be $5.75, an increase of 16% from the prior year, including an equity loss of approximately $300 million from the company’s joint venture in India. -
DoorDash Inc. eased 3.9% to $182.72 after the food delivery company reported first-quarter 2025 results.
Revenue climbed to $3.03 billion from $2.51 billion, net income swung to a profit of $193 million from a loss of $23 million, and diluted earnings per share swung to a profit of 44 cents from a loss of 6 cents a year ago.
Total orders in the quarter amounted to 732 million, compared to 620 million in the prior year.
The company has proposed to acquire UK-based Deliveroo in a deal valuing the British rival at about £2.9 billion or $3.85 billion.
DoorDash aims to expand its presence overseas after previously snapping up Finland’s food delivery app Wolt in 2022 for €7 billion or $7.9 billion. -
Uber Technologies Inc. eased 1.9% to $84.18 after the ride-hailing and delivery services provider reported first-quarter 2025 results.
Revenue jumped to $11.53 billion from $10.13 billion, net income swung to a profit of $1.78 billion from a loss of $654 million, and diluted earnings per share swung to a profit of 83 cents from a loss of 32 cents a year ago.
Gross bookings grew 14% to $42.8 billion from the prior year, or 18% on a constant currency basis, and trips during the quarter grew 18% to 3.0 billion.
The company estimated second-quarter gross bookings to be between $45.75 billion and $47.25 billion, an increase of 16% to 20% from a year earlier, and adjusted EBITDA to be between $2.02 billion and $2.12 billion, an increase of 29% to 35% from a year ago. -
Carvana Co. surged 3.02% to $266.99 after the online used car retailer reported first-quarter 2025 results.
Revenue edged up to $4.23 billion from $3.06 billion, and net income jumped to $373 million from $49 million a year ago.
Adjusted EBITDA came in at $488 million, compared to $235 million a year earlier.
During the quarter, Carvana sold 133,898 retail units, an increase of 46% from 91,878 retail units in the prior year. -
Costco Wholesale Corp. gained 0.2% to $1,007.15 after the wholesale retailer reported sales results for the 35 weeks ending in May.
Net sales increased 8.2% to $180.05 billion from $166.44 billion a year ago, as comparable store sales edged up 5.9% for the first 35 weeks.
Total comparable store sales climbed 4.4% in April, of which U.S. sales were up 5.2%, sales in Canada jumped 1.5%, and sales in the other international segment rose 3.2%.
E-commerce sales increased 12.6% in April and 16.3% for the 35-week period. -
Gartner Inc. advanced 2.4% to $437.11 after the research and advisory company reported first-quarter 2025 results.
Revenue jumped to $1.53 billion from $1.47 billion, net income inched up to $210.9 million from $210.5 million, and diluted earnings per share rose to $2.71 from $2.67 a year ago.
The company said operating cash flow increased 66% to $314 million and free cash flow edged up 73.3% to $288 million, as contract value climbed 7%.
The company guided for the medium term its research segment to grow between 12% and 16%, conferences up 5% to 10%, and consulting up 3% to 8%, while total revenue is estimated to increase by at least 10%.
The full-year revenue outlook in the research segment was narrowed to $5.33 billion as of May 6 from $5.36 billion as of February 4, bringing down the total revenue estimate to $6.53 billion from $6.55 billion, respectively.
The company estimated full-year adjusted earnings per share to be $11.70, revised upwardly from $11.45 earlier this year.
In comparison, in 2024 revenue was $6.3 billion, and adjusted earnings per share were $14.09.
May 8, 2025
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