To The Moon

Following is a summary of the earnings reports and stock price movements of 11 key companies after the market closed on August 7, 2025, EST. The reports are categorized into "up" and "down" groups, along with key catalysts.

[Up Winners]

1. $SoundHound AI Inc(SOUN)$ rise 14% post market due to raise guidance

• Second-quarter revenue reached $42.7 million, a 217% year-over-year increase, a record high, and the company raised its full-year guidance to $157-177 million. The company highlighted the surge in demand for voice AI in verticals like food service, automotive, and healthcare. CEO Keyvan Mohajer stated that "virtual customer service has become widely accepted."

• Gross profit margin was 61% (compared to 48% in the same period last year), with subscription revenue accounting for more than half of the company's total revenue for the first time.

• Backlog reached $780 million, a fourfold year-over-year increase.

2. $Dutch Bros Inc.(BROS)$ jump 21% after latest quarterly same-store sales and profit margin both exceeded expectations.

• Management provided optimistic guidance for store openings and costs in the second half of the year, sending its stock price soaring 12% after the market closed. • Same-store sales increased by 9.1%, exceeding consensus expectations by 6.3%; store-level profit margin was 18.5%, a 220 bps improvement quarter-over-quarter.

• Management expects to open 165-175 new stores in 2025 and lowered capital expenditure guidance by 8%.

3. $Celsius Holdings, Inc.(CELH)$ increased 17.27% after raised its full-year guidance again

• Energy drink leader Celsius reported a doubling of revenue year-over-year, continued expansion in its North American channel,

• North American shipments reached 136 million cans, a 102% year-over-year increase; Walmart and Costco accounted for a combined 38% of revenue.

• Gross profit margin was 46.3%, a 150 bps improvement quarter-over-quarter, primarily driven by lower PET preform costs.

4. $NEBIUS(NBIS)$ (an Nvidia holding)closed a 18.55% increase as Q2 revenue increased by 106%

• Second-quarter revenue increased by 106% quarter-over-quarter, driven by accelerated AI data center orders, resulting in an 18% daily increase. • The average unit price of AI accelerator cards was $14,500, flat quarter-over-quarter; new three-year contracts totaled $620 million.

• Operating cash flow turned positive for the first time, reaching $11 million.

[Depreciators]

1. $Fortinet(FTNT)$ declined 22.03% as Q2 saw slowing full-year order growth, leading to ratings downgrades from several major banks

• Second-quarter revenue reached $1.63 billion, up 14% year-over-year, in line with expectations.

• Product revenue grew only 4%, the lowest in five years; service revenue increased by 21%, but this still failed to offset the hardware slowdown.

• Management lowered its full-year 2025 order growth guidance from 16% to 8-10%.

• However, management warned that the firewall upgrade cycle is nearing its end, leading to slowing full-year order growth. Several major banks downgraded their ratings, sending the stock price plummeting 22%.

2. $Eli Lilly(LLY)$ drop 14.14% after Q2 earnings

• Released Phase III data for its oral weight loss drug, showing a 12.4% 72-week weight loss rate, compared to competitor $Novo-Nordisk A/S(NVO)$ ‘s14.9%. Market concerns about its competitiveness led to a 14% drop in its stock price in a single day, dragging down domestic $Asymchem Laboratories(Tianjin)Co.,Ltd.(002821)$ by over 8%.

• The oral GLP-1 drug orforglipron achieved a 12.4% 72-week weight loss rate, while the subcutaneous version, Zepbound, achieved an 18.8% rate over the same period, creating a significant disparity in market comparisons.

• R&D expenditures were $2.4 billion, up 37% year-over-year, primarily focused on oral formulations and combination therapies.

3. $Crocs(CROX)$ plummet nearly 30% as management lowered its full-year profit guidance

• The "ugly hole shoe" trend has cooled, with negative same-store sales growth in the second quarter and high inventory levels.

• • Same-store sales were -6%; inventory turnover days were 131 days, up 23 days year-over-year. • Management lowered its full-year 2025 EPS guidance from $11.00–11.25 to $9.00–9.25.

4. $Warby Parker Inc.(WRBY)$ see a 7% decline in its share price after earnings

• Direct-to-consumer (DTC) online revenue accounted for 65%, growing at an 18% rate, but customer acquisition costs rose by 15%.

• Management maintained its full-year 20% revenue growth target, while its valuation remained high at 8.3x P/S in 2025E.

• Despite slightly beating earnings expectations, WRBY's high valuation was met with market disagreement, leading to a concentrated profit-taking

5. $SHARKNINJA INC(SN)$ 's slowing user growth resurfaced, share price still fell 6%.

• Global DAUs reached 61.8 million, a quarter-over-quarter increase of only 1.5 million, the lowest quarterly net addition since 2023; North American DAUs remained flat for two consecutive quarters. • Paid subscribers reached 10.5 million, up 4% quarter-over-quarter, but ARPU fell from $3.11 to $2.98.

• Operating losses narrowed to $32 million (compared to a loss of $47 million in the same period last year), and free cash flow turned positive at $11 million, primarily due to the passing of the peak in server depreciation and amortization.

• Management maintained its guidance for user growth in the low single digits for the second half of 2025, raising concerns about an early peak in growth.

6. $Ralph Lauren(RL)$’s stock price fell 6.48% due to weak luxury consumption and lower-than-expected Asia-Pacific sales.

• Total revenue was $1.51 billion, a year-on-year decrease of -2% (+1% in constant currency terms); Asia-Pacific revenue was $360 million, a year-on-year decrease of -11%. Traffic to directly-operated stores in mainland China remained 18% below 2019 levels.

• Same-store sales in high-end leather goods and ready-to-wear categories were -7%, dragging down the overall gross margin to 63.5% (-130 bps). • Inventory turnover days were 119 days, an increase of 21 days year-over-year; the company has extended its fiscal 2025 inventory reduction target by another quarter.

• Management maintained its full-year revenue guidance of "low-single-digit growth" but lowered its operating margin forecast from 14.5% to 13.2%, primarily due to deeper discounting in wholesale channels in the Asia-Pacific region.

7. $YETI Holdings Inc.(YETI)$’s Q2 earnings fell far short of expectations due to a high base and inventory reduction in its outdoor category, sending its stock price plummeting 11%.

• Second-quarter gross profit margin was 54.2%, down from 58.4% last year, primarily due to increased inventory clearance discounts.

• Full-year EPS guidance was lowered from $2.80–2.95 to $2.30–2.45.

Which company are you most excited to dig deeper into tonight?

A. $SoundHound AI Inc(SOUN)$ (How long can voice AI sales continue to surge?)

B. $Crocs(CROX)$ (Are Crocs really outdated?)

C. $Eli Lilly(LLY)$ (Can oral weight loss pills make a comeback?)

D. $NEBIUS(NBIS)$ (Is Nvidia's "own child" worth investing in?)

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