Latest news with #NASDAQGM
Yahoo
6 hours ago
- Business
- Yahoo
RUM Q1 Earnings Call: User Retention, Creator Monetization, and Wallet Launch in Focus
Video sharing platform Rumble (NASDAQGM:RUM) reported Q1 CY2025 results beating Wall Street's revenue expectations , with sales up 33.7% year on year to $23.71 million. Its GAAP loss of $0.01 per share was 90% above analysts' consensus estimates. Is now the time to buy RUM? Find out in our full research report (it's free). Revenue: $23.71 million vs analyst estimates of $22.77 million (33.7% year-on-year growth, 4.1% beat) EPS (GAAP): -$0.01 vs analyst estimates of -$0.10 (90% beat) Adjusted EBITDA: -$22.71 million vs analyst estimates of -$17.71 million (-95.8% margin, 28.2% miss) Operating Margin: -146%, up from -190% in the same quarter last year Market Capitalization: $3.17 billion Rumble's first quarter results highlighted significant improvement in user retention and audience monetization, according to CEO Chris Pavlovski. He pointed to an 87% retention rate for monthly active users (MAUs) compared to the prior post-election cycle, attributing this to recent investments in Rumble's video platform and product enhancements. Pavlovski noted, 'Our user retention in Q1 greatly exceeded the previous post-midterm election cycle, something our team was laser-focused on accomplishing since Q1 2023.' The company also reported progress in diversifying its revenue streams, with increased subscription revenue and new advertising partnerships. Management emphasized the importance of these operational gains as foundational to Rumble's ongoing growth strategy. Looking forward, Rumble's management is prioritizing the launch of the Rumble Wallet in partnership with Tether, targeting a Q3 rollout to support creator payments and international monetization. CEO Chris Pavlovski described the wallet as a 'gateway to monetize international markets,' noting that localization efforts and ongoing discussions with crypto exchanges are underway. Management anticipates that the wallet will drive major user growth and expand revenue opportunities, particularly for creators preferring crypto payments. Additionally, CFO Brandon Alexandroff highlighted continued investments in Rumble Cloud and a focus on cost discipline, stating, 'We continue to expect to move materially towards adjusted EBITDA breakeven in 2025.' Management attributed the quarter's performance to better user retention, growth in advertising partnerships, and investments in product development, while one-time payroll costs impacted expenses. User retention improvement: Rumble achieved an 87% retention rate of monthly active users following the U.S. election cycle, up from 60% after the prior cycle, reflecting improved product engagement and feature updates. Advertising partnerships traction: The company secured new brand campaigns with Netflix, and Chevron, signaling a shift as larger advertisers begin to engage with Rumble's platform after previously cited industry headwinds. Product diversification: Rumble advanced its core offerings—Rumble Video, Rumble Ads, and Rumble Cloud—while also preparing to launch the Rumble Wallet, broadening its ecosystem and revenue potential. International and crypto focus: Management sees the Rumble Wallet as critical to monetizing international markets, aided by localized content and integration with crypto exchanges. This initiative is designed to appeal to both creators and the global user base. One-time expense impact: Operating expenses increased due to a one-time executive departure and payroll tax events related to the Tether investment, with management emphasizing these were not recurring items. Rumble's outlook centers on expanding its international presence, accelerating creator monetization, and progressing toward adjusted EBITDA breakeven through new product launches and operational discipline. Rumble Wallet launch: Management expects the Q3 debut of the Rumble Wallet, built with Tether, to open new monetization channels by enabling crypto payments for creators and users, particularly outside North America. The wallet is also positioned to compete directly with established platforms like Coinbase. Brand advertiser pipeline: Leadership anticipates that recent traction with major brands will lead to additional advertising partnerships, which could support higher audience monetization and stabilize revenue beyond cyclical political events. Cost management and investment: The company is balancing investment in core products and international expansion with a stated goal of moving toward adjusted EBITDA breakeven. Management cautioned that while investments will remain elevated, cost discipline is a priority, supported by a strengthened cash position from the Tether transaction. In upcoming quarters, the StockStory team will monitor (1) the adoption and monetization impact of the Rumble Wallet, (2) the growth and retention of both creators and users as international markets come online, and (3) the ramp-up of new brand advertising partnerships. Progress in these areas, along with further cost discipline, will be key to Rumble's trajectory toward profitability. Rumble currently trades at a trailing 12-month price-to-sales ratio of 21.9×. At this valuation, is it a buy or sell post earnings? The answer lies in our full research report (it's free). The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today. 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
Yahoo
02-06-2025
- Business
- Yahoo
1 of Wall Street's Favorite Stock Worth Investigating and 2 to Be Wary Of
Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it's worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover. At StockStory, we look beyond the headlines with our independent analysis to determine whether these bullish calls are justified. Keeping that in mind, here is one stock likely to meet or exceed Wall Street's lofty expectations and two where analysts may be overlooking some important risks. Consensus Price Target: $17.14 (22.2% implied return) With over 2,400 hours of local news produced weekly and 640 broadcast channels reaching millions of American homes, Sinclair (NASDAQ:SBGI) operates a network of 185 local television stations across 86 U.S. markets, producing news programming and distributing content from major networks. Why Should You Sell SBGI? Sales tumbled by 7.2% annually over the last five years, showing market trends are working against its favor during this cycle Estimated sales decline of 9.2% for the next 12 months implies a challenging demand environment Incremental sales over the last two years were much less profitable as its earnings per share fell by 25.1% annually while its revenue grew At $14.03 per share, Sinclair trades at 2.3x forward EV-to-EBITDA. Dive into our free research report to see why there are better opportunities than SBGI. Consensus Price Target: $16.13 (27.2% implied return) Founded in 1989 as a pioneer in regenerative medicine technology, Integra LifeSciences (NASDAQ:IART) develops and manufactures medical technologies for neurosurgery, wound care, and surgical reconstruction, including regenerative tissue products and surgical instruments. Why Do We Pass on IART? Organic revenue growth fell short of our benchmarks over the past two years and implies it may need to improve its products, pricing, or go-to-market strategy Earnings per share fell by 1.2% annually over the last five years while its revenue grew, showing its incremental sales were much less profitable Free cash flow margin shrank by 17.1 percentage points over the last five years, suggesting the company is consuming more capital to stay competitive Integra LifeSciences's stock price of $12.68 implies a valuation ratio of 4.9x forward P/E. To fully understand why you should be careful with IART, check out our full research report (it's free). Consensus Price Target: $129.31 (71.2% implied return) Pioneering the "Find, Fight and Follow" approach to disease management, Lantheus Holdings (NASDAQGM:LNTH) develops and commercializes radiopharmaceuticals and other imaging agents that help healthcare professionals detect, diagnose, and treat diseases. Why Do We Like LNTH? Impressive 34.3% annual revenue growth over the last five years indicates it's winning market share this cycle Free cash flow margin increased by 29.5 percentage points over the last five years, giving the company more capital to invest or return to shareholders Improving returns on capital reflect management's ability to monetize investments Lantheus is trading at $75.54 per share, or 10.5x forward P/E. Is now the right time to buy? Find out in our full research report, it's free. The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 5 Growth Stocks for this month. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+351% five-year return). Find your next big winner with StockStory today for free.
Yahoo
24-05-2025
- Business
- Yahoo
Is It Too Late To Consider Buying ACM Research, Inc. (NASDAQ:ACMR)?
While ACM Research, Inc. (NASDAQ:ACMR) might not have the largest market cap around , it led the NASDAQGM gainers with a relatively large price hike in the past couple of weeks. Shareholders may appreciate the recent price jump, but the company still has a way to go before reaching its yearly highs again. As a stock with high coverage by analysts, you could assume any recent changes in the company's outlook is already priced into the stock. However, what if the stock is still a bargain? Let's take a look at ACM Research's outlook and value based on the most recent financial data to see if the opportunity still exists. Our free stock report includes 1 warning sign investors should be aware of before investing in ACM Research. Read for free now. Good news, investors! ACM Research is still a bargain right now. According to our valuation, the intrinsic value for the stock is $35.67, but it is currently trading at US$22.41 on the share market, meaning that there is still an opportunity to buy now. However, given that ACM Research's share is fairly volatile (i.e. its price movements are magnified relative to the rest of the market) this could mean the price can sink lower, giving us another chance to buy in the future. This is based on its high beta, which is a good indicator for share price volatility. View our latest analysis for ACM Research Future outlook is an important aspect when you're looking at buying a stock, especially if you are an investor looking for growth in your portfolio. Buying a great company with a robust outlook at a cheap price is always a good investment, so let's also take a look at the company's future expectations. With profit expected to grow by 73% over the next couple of years, the future seems bright for ACM Research. It looks like higher cash flow is on the cards for the stock, which should feed into a higher share valuation. Are you a shareholder? Since ACMR is currently undervalued, it may be a great time to increase your holdings in the stock. With a positive outlook on the horizon, it seems like this growth has not yet been fully factored into the share price. However, there are also other factors such as capital structure to consider, which could explain the current undervaluation. Are you a potential investor? If you've been keeping an eye on ACMR for a while, now might be the time to enter the stock. Its prosperous future outlook isn't fully reflected in the current share price yet, which means it's not too late to buy ACMR. But before you make any investment decisions, consider other factors such as the strength of its balance sheet, in order to make a well-informed buy. In light of this, if you'd like to do more analysis on the company, it's vital to be informed of the risks involved. In terms of investment risks, we've identified 1 warning sign with ACM Research, and understanding this should be part of your investment process. If you are no longer interested in ACM Research, you can use our free platform to see our list of over 50 other stocks with a high growth potential. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. 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
Yahoo
09-05-2025
- Business
- Yahoo
What To Expect From Rumble's (RUM) Q1 Earnings
Video sharing platform Rumble (NASDAQGM:RUM) will be reporting results tomorrow after market hours. Here's what to look for. Rumble beat analysts' revenue expectations by 1.7% last quarter, reporting revenues of $30.23 million, up 48.2% year on year. It was a softer quarter for the company, with revenue guidance for next quarter missing analysts' expectations. Is Rumble a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting Rumble's revenue to grow 28.4% year on year to $22.77 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. Rumble has missed Wall Street's revenue estimates four times over the last two years. Looking at Rumble's peers in the digital media & content platforms segment, some have already reported their Q1 results, giving us a hint as to what we can expect. Stride delivered year-on-year revenue growth of 17.8%, beating analysts' expectations by 3.6%, and IAC reported a revenue decline of 8.6%, falling short of estimates by 29.5%. Stride's stock price was unchanged after the results, while IAC was down 3.6%. Read our full analysis of Stride's results here and IAC's results here. There has been positive sentiment among investors in the digital media & content platforms segment, with share prices up 14.2% on average over the last month. Rumble is up 11.4% during the same time and is heading into earnings with an average analyst price target of $14 (compared to the current share price of $7.73). Unless you've been living under a rock, it should be obvious by now that generative AI is going to have a huge impact on how large corporations do business. While Nvidia and AMD are trading close to all-time highs, we prefer a lesser-known (but still profitable) semiconductor stock benefiting from the rise of AI. Click here to access our free report on our favorite semiconductor growth story.
Yahoo
07-05-2025
- Business
- Yahoo
Lantheus (NASDAQ:LNTH) Reports Sales Below Analyst Estimates In Q1 Earnings, Stock Drops
Long-term growth is the most important, but within healthcare, a half-decade historical view may miss new innovations or demand cycles. Lantheus's annualized revenue growth of 22.3% over the last two years is below its five-year trend, but we still think the results suggest healthy demand. Reviewing a company's long-term sales performance reveals insights into its quality. Any business can put up a good quarter or two, but the best consistently grow over the long haul. Over the last five years, Lantheus grew its sales at an incredible 34.3% compounded annual growth rate. Its growth beat the average healthcare company and shows its offerings resonate with customers, a helpful starting point for our analysis. Pioneering the "Find, Fight and Follow" approach to disease management, Lantheus Holdings (NASDAQGM:LNTH) develops and commercializes radiopharmaceuticals and other imaging agents that help healthcare professionals detect, diagnose, and treat diseases. "We are laying the foundation for the next chapter of Lantheus' business with the acquisition of Evergreen Theragnostics and planned acquisition of Life Molecular Imaging, both of which add growth drivers that complement our business and diversify our revenues. These transactions also add exciting new pipeline programs in both late- and early-stage development and key capabilities that enable Lantheus to progress novel programs from bench to clinic," said Brian Markison, Chief Executive Officer at Lantheus. The company dropped its revenue guidance for the full year to $1.57 billion at the midpoint from $1.58 billion, a 0.6% decrease Is now the time to buy Lantheus? Find out in our full research report . Radiopharmaceutical company Lantheus Holdings (NASDAQ:LNTH) fell short of the market's revenue expectations in Q1 CY2025, with sales flat year on year at $372.8 million. The company's full-year revenue guidance of $1.57 billion at the midpoint came in 1.5% below analysts' estimates. Its non-GAAP profit of $1.53 per share was 7.5% below analysts' consensus estimates. Story Continues Lantheus Year-On-Year Revenue Growth This quarter, Lantheus's $372.8 million of revenue was flat year on year, falling short of Wall Street's estimates. Looking ahead, sell-side analysts expect revenue to grow 7% over the next 12 months, a deceleration versus the last two years. Despite the slowdown, this projection is above the sector average and implies the market is baking in some success for its newer products and services. 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. Operating Margin Lantheus has managed its cost base well over the last five years. It demonstrated solid profitability for a healthcare business, producing an average operating margin of 18.4%. Analyzing the trend in its profitability, Lantheus's operating margin rose by 28.2 percentage points over the last five years, as its sales growth gave it immense operating leverage. This performance was mostly driven by its recent improvements as the company's margin has increased by 32.6 percentage points on a two-year basis. These data points are very encouraging and shows momentum is on its side. Lantheus Trailing 12-Month Operating Margin (GAAP) This quarter, Lantheus generated an operating profit margin of 27.4%, down 1.4 percentage points year on year. This reduction is quite minuscule and indicates the company's overall cost structure has been relatively stable. Earnings Per Share We track the long-term change in earnings per share (EPS) for the same reason as long-term revenue growth. Compared to revenue, however, EPS highlights whether a company's growth is profitable. Lantheus's EPS grew at an astounding 39.7% compounded annual growth rate over the last five years, higher than its 34.3% annualized revenue growth. This tells us the company became more profitable on a per-share basis as it expanded. Lantheus Trailing 12-Month EPS (Non-GAAP) We can take a deeper look into Lantheus's earnings to better understand the drivers of its performance. As we mentioned earlier, Lantheus's operating margin declined this quarter but expanded by 28.2 percentage points over the last five years. This was the most relevant factor (aside from the revenue impact) behind its higher earnings; taxes and interest expenses can also affect EPS but don't tell us as much about a company's fundamentals. In Q1, Lantheus reported EPS at $1.53, down from $1.69 in the same quarter last year. This print missed analysts' estimates, but we care more about long-term EPS growth than short-term movements. Over the next 12 months, Wall Street expects Lantheus's full-year EPS of $6.62 to grow 8.6%. Key Takeaways from Lantheus's Q1 Results We struggled to find many positives in these results. Its full-year EPS guidance missed significantly and its EPS fell short of Wall Street's estimates. Overall, this quarter could have been better. The stock traded down 8.3% to $96.07 immediately following the results. Lantheus's earnings report left more to be desired. Let's look forward to see if this quarter has created an opportunity to buy the stock. What happened in the latest quarter matters, but not as much as longer-term business quality and valuation, when deciding whether to invest in this stock. We cover that in our actionable full research report which you can read here, it's free.
