Tempus AI reported first-quarter 2025 adjusted earnings per share (EPS) of negative $0.24, beating estimates by $0.03, with revenue of $255.7 million surpassing the $248 million forecast. Adjusted EBITDA loss narrowed to $16.2 million versus an expected $22 million loss. The company raised its full-year 2025 revenue guidance to $1.25 billion, slightly above the $1.24 billion estimate, and projects adjusted EBITDA of $5 million. Gross margins improved to 60.7% from 53.3%, driven by high-margin data revenue. Fiverr posted Q1 2025 revenue of $107.2 million, up 14.6% year-over-year, exceeding the $106 million estimate, with adjusted EPS of $0.64 beating the $0.62 forecast. Fiverr's Q2 revenue guidance ranges from $105 million to $109 million, near the $108.2 million consensus. The company's Fiverr GO AI product has gained traction with 6,000 seller activations and 200,000 buyer interactions, contributing to a 94% growth in services revenue. Carvana reported record Q1 2025 revenue of $4.23 billion, surpassing the $4 billion estimate, and EPS of $1.51, well above the $0.65 forecast. The online vehicle retailer achieved a net profit of $373 million and sold nearly 134,000 vehicles, a 46% increase year-over-year. AppLovin posted Q1 2025 EPS of $1.67 and revenue of $1.48 billion, beating estimates. The company entered a definitive agreement to sell its mobile gaming business to Tripledot Studios for $400 million in cash and a roughly 20% ownership stake, with the deal expected to close in Q2 2025. EPAM Systems reported Q1 revenue of $1.30 billion and EPS of $2.41, both exceeding estimates, with raised guidance for Q2 and full-year 2025 EPS. Appian's Q1 2025 cloud subscription revenue grew 15% year-over-year to $99.8 million, with total revenue up 11% to $166.4 million and adjusted EBITDA of $16.8 million.
$APP 4Q24 --> 1Q25 revenue increase = $159 million 4Q24 --> 1Q25 EBITDA increase = $167 million Honestly, don't think I've ever seen ebitda increase more than revenue before Look at the 1Q income statement..... revenue +400mil, costs down across the board ex G&A Picked up 20 https://t.co/qPYhKvhyLY https://t.co/9XxO4DCB6K
Key Takeaways from $APPN's Earnings Call - In Q1 2025, Appian's cloud subscription revenue grew 15% year-over-year to $99.8 million, while total revenue increased 11% to $166.4 million. - The company achieved adjusted EBITDA of $16.8 million, following $21.2 million in the https://t.co/7Rk53A6Tj7
Tripledot to acquire AppLovin mobile studio portfolio for $800 million https://t.co/XTdnz35Iuf