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Good morning investors!

During the ever important earnings season, we publish our “Earnings Recap” — an in-depth summary of the earnings reports for stocks that we cover on a regular basis.

Earnings season was in full force this week with four of the MAG7 stocks reporting and many other major names providing us with a clearer picture of the current economic environment.

Here’s a look at all 19 names we are covering in this report — yes we were busy to make sure our investors get the best coverage in the market:

• Monday 5/5: Palantir and Realty Income

• Tuesday 5/6: AMD

• Wednesday 5/7: Disney and Uber

• Thursday 5/8: Shopify, Coinbase, and The Trade Desk

• Friday 5/9: Enbridge

Palantir (PLTR)

Palantir $PLTR ( ▼ 1.55% ) posted a strong Q1 2025, with revenue up 39% YoY to $883.9M and EPS coming in at $0.13, in line with estimates. U.S. commercial revenue jumped as enterprises leaned further into AI adoption, while government deals remained a reliable growth engine. Profitability scaled meaningfully with expanding margins and robust free cash flow. Management also raised full-year guidance, reinforcing confidence in long-term demand and operational leverage.

🔑 Key Points

• Revenue Beat: $883.9M in Q1 revenue (+39% YoY), ahead of $862.2M consensus

• Profit Explosion: Net income rose 103% to $214M; operating income surged 118% to $176M

• Commercial Momentum: U.S. Commercial revenue grew 71% YoY to $255M, signaling deep enterprise traction

• Government Strength: U.S. Government revenue climbed 45% YoY to $373M

• Cash Machine: Free cash flow hit $370.4M, up 149% YoY, with a 19.9% operating margin

👀 What You Need to Know

Palantir’s “Rule of 40” score hit an impressive 83, underscoring the rare balance of high growth and solid margins. Management highlighted a record 139 deals over $1 million, showcasing expanding customer budgets and deeper wallet share. Overall customer growth remains strong, with total count up 39% YoY, as both commercial and government demand continue to accelerate. Guidance was raised across revenue, operating income, and free cash flow for FY25, with revenue now expected to reach $3.89B–$3.90B. The company expects Q2 revenue to land between $934M and $938M.

PLTR shares are +5.6% so far this week.

Uber Technologies (UBER)

Uber $UBER ( ▲ 0.62% ) delivered a mixed Q1 2025, missing revenue estimates but crushing earnings expectations with EPS up over 60% from forecasts. Mobility remained the core growth driver, while Delivery posted solid gains and Freight remained flat. Operating income and cash flow scaled meaningfully, and Uber returned $1.8B to shareholders via buybacks.

🔑 Key Points

• Revenue rose 14% YoY to $11.53B, just below estimates

• EPS crushed expectations at $0.83 (+63% YoY)

• Adjusted EBITDA grew 35% to $1.9B; free cash flow hit $2.3B

• Mobility revenue rose 15% to $6.5B, while Delivery grew 18% to $3.8B

• Gross bookings increased 14% YoY to $42.8B, and monthly users hit 170M (+14%)

• Buybacks totaled $1.8B and Q2 guidance calls for accelerating bookings and EBITDA growth

👀 What You Need to Know

Uber continues to show that its scale is translating into profitability. Management is laser-focused on free cash flow and margin expansion, even in a tough macro environment. Mobility is proving durable, Delivery is holding up, and the company is putting cash to work via buybacks. With Q2 guidance calling for more of the same, Uber is becoming a cash-generating machine.

UBER shares are +6.2% so far this week.

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Walt Disney Co (DIS)

Walt Disney $DIS ( ▲ 0.78% ) posted a solid Q2 2025, delivering a clean beat on both revenue and earnings. The company’s EPS surged nearly 22% past estimates, supported by strength across Entertainment and Experiences. While subscriber growth in Disney+ was modest, it did surprise investors and top estimates. Meanwhile, cash flow skyrocketed and margins held firm—highlighting strong financial execution in a volatile media landscape. Management reaffirmed full-year guidance and remains committed to cost discipline and capital returns.

🔑 Key Points

• Revenue rose 7% YoY to $23.62B, beating estimates with strong Entertainment and Experiences performance

• EPS came in at $1.45, beating expectations by 22% and up 20% YoY

• Net income hit $3.3B, while operating cash flow soared 84% YoY to $6.8B

• Disney+ subs hit 126M, up 1% QoQ, with total D+/Hulu subs reaching 181M

• Reiterated FY guidance, including $17B in operating cash flow and $3B in buybacks

👀 What You Need to Know

Disney is executing a balanced strategy—growth in core business units, surging cash generation, and disciplined cost control. The streaming pivot continues, but the real story this quarter is margin strength and FCF acceleration. With $3B earmarked for buybacks and raised cash flow guidance, Disney is leaning into shareholder returns while stabilizing operations post-reshuffle.

DIS shares are +16.6% so far this week.

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Advanced Micro Devices (AMD)

AMD $AMD ( ▲ 1.14% ) posted a solid Q1 2025, beating both revenue and EPS expectations on the back of accelerating demand in data center and AI. Revenue rose 36% YoY to $7.44B, while EPS climbed 55% to $0.96. The standout was Data Center, which jumped 57% YoY, and Client revenue, up a staggering 68%. Gaming remains a weak spot, but strong execution elsewhere drove operating income up more than 2,000% YoY. Management highlighted key partnerships with Google, Meta, and Oracle, reinforcing AMD's growing relevance in next-gen computing.

🔑 Key Points

• Revenue jumped 36% YoY to $7.44B, led by explosive growth in the data center and client segments.

• EPS rose to $0.96, a 55% YoY increase and a slight beat versus estimates.

• Data Center revenue soared 57% YoY to $3.7B, while Client revenue surged 68% to $2.3B

• Gaming revenue fell 30% YoY to $647M, the only major segment in decline

• Operating income hit $806M (+2,139% YoY), with strong 50% gross margins and FCF up 92% to $727M

👀 What You Need to Know

Momentum is building behind AMD’s AI and server business, helping offset weakness in gaming. With record data center growth, strong free cash flow, and a clear runway for continued gains through partnerships, AMD is leaning into its next leg of growth. While guidance was a bit cautious due to a one-time charge, the core business appears stronger than ever.

AMD shares are +5.9% so far this week.

Shopify (SHOP)

Shopify $SHOP ( ▼ 2.37% ) kicked off 2025 with another solid quarter, as revenue climbed 27% YoY to $2.36B and net income hit $226M. Results were driven by broad strength across both subscription and merchant solutions, with gross merchandise volume rising 23%. Operating income more than doubled, and free cash flow surged 56%, marking seven straight quarters of double-digit FCF margins. However, shares pulled back as Q2 guidance came in merely in line with expectations, suggesting growth may be normalizing after a hot streak.

🔑 Key Points

• Revenue rose +27% YoY to $2.36B, with strength across subscriptions and merchant services.

• EPS came in at $0.25, matching estimates, as profitability held steady despite higher operating expenses.

• Gross merchandise volume grew 23%, continuing a strong run of consumer engagement on the platform.

• Merchant solutions revenue jumped 29% YoY to $1.74B

• Operating income rose sharply to $203M, up 136% YoY, as margins improved leading to free cash flow of $363M

👀 What You Need to Know

Shopify continues to execute at a high level, with revenue, FCF, and margins all showing strong YoY gains. Its business model is proving durable, even in uncertain retail conditions. However, the reaction from investors highlights how much was already priced in. The company’s guidance, while healthy, didn’t raise the bar, and in a market demanding upside surprises, that can be enough to trigger a pullback. Still, the long-term growth story and margin expansion trend remain intact.

SHOP shares are -3.0% so far this week.

Realty Income (O)

Realty Income $O ( ▲ 0.78% ) posted another steady quarter, with revenue rising 10% YoY to $1.38B, beating estimates by nearly 8%. Funds from operations (FFO) came in at $1.06 per share, exactly in line with consensus, and Adjusted FFO totaled $949.7M, up 10% YoY. Despite modest rent growth, the REIT continues to deliver consistent results on the back of strong occupancy and disciplined portfolio expansion.

🔑 Key Points

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