All articles tagged with #q1 guidance
The Trade Desk beat Q4 earnings (59c vs 58c) and revenue ($846.79M vs $840.46M) but issued softer Q1 guidance (revenue >$678M vs consensus $689.48M), sending the stock down about 14.7% in extended trading; full-year 2025 gross spend is projected at $13.4B with customer retention above 95%.
Microsoft's Q1 earnings showed strong revenue and cloud growth, with Azure surpassing expectations, but shares dropped 4% after guidance indicated capacity constraints through FY2026 and a $3.1 billion loss from OpenAI investment. Despite beating earnings estimates, the market reacted negatively to the outlook, with shares rebounding slightly after initial declines.
ON Semiconductor's stock is rising despite reporting lackluster Q1 guidance and year-over-year revenue declines in its fourth-quarter earnings results, with earnings per share of $1.25 from sales of $2 billion. The company, which makes power and sensor chips for automotive and industrial markets, is facing a pullback in demand despite benefiting from the push for electrification and sustainable safety grids. The stock surged more than 8% following the report, with analysts noting that the performance reflects the expectations game with earnings.
AMD's stock dropped 2.5% due to light Q1 guidance, despite Q4 results meeting expectations. The company's Q4 2023 revenue slightly surpassed estimates, with strong performance in the data center and client segments, but declines in gaming and embedded segments. Q1 2024 revenue guidance fell short of Wall Street's expectations, but AMD raised its 2024 outlook for data-center AI chip sales, expecting revenue to exceed $3.5 billion.