Earnings live: Cisco stock drops after outlook disappoints, AppLovin sinks, Equinix surges

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• Wall Street analysts estimate 13% EPS growth for S&P 500 Q4 2025, up from initial 8.3% expectation

  80% confidence

• Vertiv expects data center market momentum to continue in 2026 with record backlog providing clear visibility into another year of significant growth

  80% confidence

• $600 million investment across marketing, sales, R&D and pricing will accelerate return to profitable growth

  80% confidence

• Marriott is seeing a K-shaped economic bifurcation of consumers with consistent strength in luxury segment throughout the year

  80% confidence

• Mattel achieved strong topline growth in Q4 with positive consumer demand in every region, but December US gross billings grew less than expected

  80% confidence

• Cisco sees strong, broad-based demand for technology solutions and remains focused on capturing significant opportunities ahead

  80% confidence

• Robinhood aims to become a Financial SuperApp through banking services, stock tokens, crypto trading, and event contracts

  80% confidence

• Kraft Heinz challenges are fixable and within company's control

  80% confidence

Data points we hold from this source