logo
Liberty Broadband Earnings: What To Look For From LBRDK

Liberty Broadband Earnings: What To Look For From LBRDK

Yahoo06-05-2025

Telecommunications and cable service provider Liberty Broadband (NASDAQ:LBRDK) will be reporting results tomorrow before market hours. Here's what you need to know.
Liberty Broadband beat analysts' revenue expectations by 4.2% last quarter, reporting revenues of $263 million, up 5.2% year on year. It was a stunning quarter for the company, with a solid beat of analysts' EPS estimates.
Is Liberty Broadband a buy or sell going into earnings? Read our full analysis here, it's free.
This quarter, analysts are expecting Liberty Broadband's revenue to grow 1.3% year on year to $248.1 million, improving from its flat revenue in the same quarter last year.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Liberty Broadband has missed Wall Street's revenue estimates four times over the last two years.
Looking at Liberty Broadband's peers in the media & entertainment segment, some have already reported their Q1 results, giving us a hint as to what we can expect. Interpublic Group's revenues decreased 8.5% year on year, meeting analysts' expectations, and Omnicom Group reported revenues up 1.6%, falling short of estimates by 0.6%. Interpublic Group traded up 2.7% following the results while Omnicom Group was down 7.3%.
Read our full analysis of Interpublic Group's results here and Omnicom Group's results here.
There has been positive sentiment among investors in the media & entertainment segment, with share prices up 11.2% on average over the last month. Liberty Broadband is up 3.8% during the same time and is heading into earnings with an average analyst price target of $96.75 (compared to the current share price of $78.97).
Today's young investors likely haven't read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next.

Orange background

Try Our AI Features

Explore what Daily8 AI can do for you:

Comments

No comments yet...

Related Articles

Why Carnival (CCL) Shares Are Sliding Today
Why Carnival (CCL) Shares Are Sliding Today

Yahoo

time9 hours ago

  • Yahoo

Why Carnival (CCL) Shares Are Sliding Today

Shares of cruise ship company Carnival (NYSE:CCL) fell 5.2% in the morning session after the major indices tumbled amid heightened geopolitical tensions in the Middle East following Israeli strikes on Iranian nuclear and military sites. This development sent crude oil prices surging, as investors fear potential disruptions to global oil supply and a wider regional conflict. For companies tied to the travel sector, the fallout could mean a short-term drop in demand as travelers grow wary of regional instability. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Is now the time to buy Carnival? Access our full analysis report here, it's free. Carnival's shares are very volatile and have had 24 moves greater than 5% over the last year. In that context, today's move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 17 days ago when the stock gained 5.5% on the news that the major indices rebounded (Nasdaq +2.0%, S&P 500 +1.5%) as President Trump postponed the planned 50% tariff on European Union imports, shifting the start date to July 9, 2025. Companies with substantial business ties to Europe likely had some relief as the delay reduced near-term cost pressures and preserved cross-border demand. Carnival is down 9.6% since the beginning of the year, and at $22.64 per share, it is trading 20.5% below its 52-week high of $28.49 from January 2025. Investors who bought $1,000 worth of Carnival's shares 5 years ago would now be looking at an investment worth $1,164. Today's young investors likely haven't read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next. Sign in to access your portfolio

Why American Airlines (AAL) Shares Are Trading Lower Today
Why American Airlines (AAL) Shares Are Trading Lower Today

Yahoo

time9 hours ago

  • Yahoo

Why American Airlines (AAL) Shares Are Trading Lower Today

Shares of global airline American Airlines (NASDAQ:AAL) fell 5.4% in the morning session after Israel carried out significant strikes on Iranian nuclear and military sites, dramatically escalating fears of a broader conflict in the Middle East. This development has sent crude oil prices surging, as investors fear potential disruptions to global oil supply and a wider regional conflict. The conflict also fueled fears of higher operating costs for airlines and reduced global travel demand. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Is now the time to buy American Airlines? Access our full analysis report here, it's free. American Airlines's shares are quite volatile and have had 19 moves greater than 5% over the last year. In that context, today's move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 17 days ago when the stock gained 5.1% on the news that the major indices rebounded (Nasdaq +2.0%, S&P 500 +1.5%) as President Trump postponed the planned 50% tariff on European Union imports, shifting the start date to July 9, 2025. Companies with substantial business ties to Europe likely had some relief as the delay reduced near-term cost pressures and preserved cross-border demand. American Airlines is down 37.6% since the beginning of the year, and at $10.61 per share, it is trading 43.2% below its 52-week high of $18.66 from January 2025. Investors who bought $1,000 worth of American Airlines's shares 5 years ago would now be looking at an investment worth $635.21. Today's young investors likely haven't read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

Adobe (NASDAQ:ADBE) Beats Q2 Sales Targets, Quarterly Revenue Guidance Slightly Exceeds Expectations
Adobe (NASDAQ:ADBE) Beats Q2 Sales Targets, Quarterly Revenue Guidance Slightly Exceeds Expectations

Yahoo

timea day ago

  • Yahoo

Adobe (NASDAQ:ADBE) Beats Q2 Sales Targets, Quarterly Revenue Guidance Slightly Exceeds Expectations

Creative software maker Adobe (NASDAQ:ADBE) reported revenue ahead of Wall Street's expectations in Q2 CY2025, with sales up 10.6% year on year to $5.87 billion. Guidance for next quarter's revenue was better than expected at $5.9 billion at the midpoint, 0.7% above analysts' estimates. Its non-GAAP profit of $5.06 per share was 1.7% above analysts' consensus estimates. Is now the time to buy Adobe? Find out in our full research report. Revenue: $5.87 billion vs analyst estimates of $5.79 billion (10.6% year-on-year growth, 1.5% beat) Adjusted EPS: $5.06 vs analyst estimates of $4.97 (1.7% beat) Adjusted Operating Income: $2.67 billion vs analyst estimates of $2.62 billion (45.5% margin, 2% beat) The company slightly lifted its revenue guidance for the full year to $23.55 billion at the midpoint from $23.43 billion Management raised its full-year Adjusted EPS guidance to $20.60 at the midpoint, a 1.2% increase Operating Margin: 35.9%, in line with the same quarter last year Free Cash Flow Margin: 36.5%, down from 43% in the previous quarter Annual Recurring Revenue: $18.09 billion at quarter end Billings: $5.72 billion at quarter end, up 17% year on year Market Capitalization: $176 billion 'Our strategy to deliver ground-breaking innovation for Business Professionals and Consumers, and Creative and Marketing Professionals is delighting customers and we are pleased to raise Adobe's FY25 revenue target,' said Shantanu Narayen, chair and CEO, Adobe. One of the most well-known Silicon Valley software companies around, Adobe (NASDAQ:ADBE) is a leading provider of software as service in the digital design and document management space. A company's long-term performance is an indicator of its overall quality. Any business can put up a good quarter or two, but the best consistently grow over the long haul. Over the last three years, Adobe grew its sales at a 10.6% compounded annual growth rate. Although this growth is acceptable on an absolute basis, it fell short of our standards for the software sector, which enjoys a number of secular tailwinds. Luckily, there are other things to like about Adobe. This quarter, Adobe reported year-on-year revenue growth of 10.6%, and its $5.87 billion of revenue exceeded Wall Street's estimates by 1.5%. Company management is currently guiding for a 9.1% year-on-year increase in sales next quarter. Looking further ahead, sell-side analysts expect revenue to grow 8.2% over the next 12 months, a slight deceleration versus the last three years. This projection doesn't excite us and indicates its products and services will see some demand headwinds. At least the company is tracking well in other measures of financial health. Today's young investors likely haven't read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next. Billings is a non-GAAP metric that is often called 'cash revenue' because it shows how much money the company has collected from customers in a certain period. This is different from revenue, which must be recognized in pieces over the length of a contract. Adobe's billings punched in at $5.72 billion in Q2, and over the last four quarters, its growth slightly outpaced the sector as it averaged 12.3% year-on-year increases. This performance aligned with its total sales growth and shows the company is successfully converting sales into cash. Its growth also enhances liquidity and provides a solid foundation for future investments. The customer acquisition cost (CAC) payback period represents the months required to recover the cost of acquiring a new customer. Essentially, it's the break-even point for sales and marketing investments. A shorter CAC payback period is ideal, as it implies better returns on investment and business scalability. Adobe is efficient at acquiring new customers, and its CAC payback period checked in at 38.2 months this quarter. The company's relatively fast recovery of its customer acquisition costs gives it the option to accelerate growth by increasing its sales and marketing investments. We enjoyed seeing Adobe beat analysts' billings, revenue, EPS, and adjusted operating income expectations this quarter. We were also glad it lifted its full-year revenue and EPS guidance. Overall, this print had some key positives. Investors were likely hoping for more, and shares traded down 1.2% to $408.88 immediately following the results. Is Adobe an attractive investment opportunity at the current price? We think that the latest quarter is just one piece of the longer-term business quality puzzle. Quality, when combined with valuation, can help determine if the stock is a buy. We cover that in our actionable full research report which you can read here, it's free.

DOWNLOAD THE APP

Get Started Now: Download the App

Ready to dive into the world of global news and events? Download our app today from your preferred app store and start exploring.
app-storeplay-store