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May 13, 2025
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Monday.com Ltd. eased 0.6% to $277.50 after the Israeli-based project management software service provider reported first-quarter 2025 results.
Revenue increased to $282.25 million from $216.91 million, net income soared to $27.42 million from $7.08 million, and diluted earnings per share rose to 52 cents from 14 cents a year ago.
The company guided second-quarter revenue to be between $292 million and $294 million, an increase of 24% to 25% over the previous year.
For the full year, the software company estimated revenue to be between $1.22 billion and $1.23 billion, an increase of 25% to 26% compared to the prior year. -
Air Canada soared 14.6% to C$17.54 after Canada’s largest airline company reported first-quarter 2025 results.
Revenue edged down to C$5.20 billion from C$5.23 billion, net loss expanded to C$102 million from a loss of C$81 million, and diluted loss per share widened to 40 cents from a loss of 22 cents a year ago.
The company said its cargo and vacation segments delivered solid results in the period, and the airline carried nearly 10.8 million passengers during the quarter.
Air Canada has previously said its decline in U.S.-bound bookings over the next six months mirrors an industry-wide drop of roughly 10%. -
Starwood Property Trust Inc. eased 0.1% to $19.15 after the real estate finance company reported first-quarter 2025 results.
Revenue declined to $418.18 million from $523.09 million, net income edged down to $112.25 million from $154.33 million, and diluted earnings per share fell to 45 cents from 59 cents a year ago.
The company invested $1.4 billion in commercial lending and a record $0.7 billion in infrastructure lending during the quarter.
Starwood Property paid a quarterly dividend of 48 cents per share, and the company also issued $500 million of corporate debt, extending the average maturity to 3.7 years -
Expedia Inc. plunged 7.4% to $156.50 after the travel technology company released first-quarter 2025 results.
Revenue edged up to $2.99 billion from $2.89 billion, net loss widened to $200 million from a loss of $135 million, and diluted loss per share expanded to $1.56 from a loss of 99 cents a year ago.
The company repurchased approximately 1.7 million shares for $330 million during the quarter and paid a quarterly dividend of 40 cents per share on March 27.
“We posted first quarter bookings and revenue within our guidance range despite weaker than expected demand in the US,” the company said in a release to investors.
The number of booked room nights increased 6% in the quarter to 107.7 million from 101.2 million a year earlier.
Expedia guided second-quarter and full-year gross bookings to increase between 2% and 4% from a year ago, and the company also expects second-quarter revenue to grow between 3% and 5% and full-year revenue to increase by 2% to 4% from the same period in 2024. -
Trade Desk Inc. advanced 10.9% to $66.42 after the advertising technology company reported sharply higher sales in the first quarter of 2025.
Revenue jumped to $616.02 million from $491.25 million, net income climbed to $50.68 million from $31.66 million, and diluted earnings per share rose to 10 cents from 6 cents a year ago.
The company said Warner Bros. Discovery has recently integrated its OpenPath product to drive more direct, transparent, and efficient demand to its news properties.
During the quarter, TradeDesk used $386 million of cash to repurchase shares, and as of March 31, the company had $631 million available under authorization.
The company estimated second-quarter revenue to be at least $682 million, compared to $585 million in 2024, and adjusted EBITDA of approximately $259 million, compared to $242 million a year ago. -
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.
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