
Waystar reported its Q4 2024 earnings with an adjusted EPS of $0.29, surpassing estimates of $0.14, and revenue of $244.1 million, exceeding expectations of $232.1 million, marking an 18% year-over-year increase. The adjusted EBITDA for the quarter was $100.2 million, above the estimated $93.09 million. For fiscal year 2025, Waystar provided guidance of adjusted EPS between $1.29 and $1.32, with projected revenue of $1.0 billion to $1.02 billion. In contrast, Four reported a Q4 adjusted EPS of $1.44, exceeding estimates of $1.14, but its revenue of $887 million fell short of expectations of $1.006 billion, despite a 26% year-over-year increase. The adjusted EBITDA was $205.9 million against an estimate of $209.21 million. For FY25, Four's revenue guidance is set between $1.65 billion and $1.72 billion. Arista Networks announced a Q4 adjusted EPS of $0.65, beating expectations of $0.57, with revenue reaching $1.93 billion, also above the estimated $1.90 billion, reflecting a 25.3% year-over-year growth. Arista's Q1 2025 guidance indicates revenue between $1.93 billion and $1.97 billion. Cadence Design Systems reported an adjusted EPS of $1.88, surpassing estimates of $1.82, with revenue of $1.356 billion, exceeding the expected $1.346 billion, and a 26.8% year-over-year increase. The company anticipates FY25 revenue between $5.14 billion and $5.22 billion. Bumble's Q4 earnings revealed a revenue of $261.6 million, slightly above estimates of $260.5 million, but down 4.4% year-over-year, with an adjusted EBITDA of $72.5 million, exceeding expectations of $71.9 million.
$BMBL Q4'24 Earnings Highlights: ๐น Revenue: $261.6M (Est. $260.5M) ๐ข; DOWN -4.4% YoY ๐น Adj EBITDA: $72.5M (Est. $71.9M) ๐ข; DOWN -1.6% YoY ๐น Total Paying Users: 4.18M; UP +5.3% YoY ๐น Total ARPPU: $20.58; DOWN -9.1% YoY ๐น Adj EBITDA Margin: 27.7%; UP +0.8pp YoY Q1'25โฆ
$ANET | Post Market: +4% | ๐๐ซ๐ข๐ฌ๐ญ๐ ๐๐ ๐๐๐ซ๐ง๐ข๐ง๐ ๐ฌ ๐๐๐ฉ๐จ๐ซ๐ญ:Revenue: $1.93B (โ 25.3% YoY) | GAAP EPS: $0.62 | Adjusted EPS: $0.65 ๐ ๐๐ฎ๐ฌ๐ข๐ง๐๐ฌ๐ฌ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ: โก๏ธ ๐๐ซ๐ข๐ฌ๐ญ๐ ๐๐๐ญ๐ ๐๐ ๐๐๐ฉ๐ฅ๐จ๐ฒ๐ฆ๐๐ง๐ญ: Meta adopted Arista 7700R4 Distributedโฆ https://t.co/FbcWL3yaAu
Arista Networks ripping higher on Q4 earnings print: ~EPS: $0.65 vs $0.57 est ~REV: $1.93B vs $1.90B est https://t.co/d4rsD8QEZM $ANET ๐ข +3.98% in AH https://t.co/ic07OQoG1H

