#earnings-guidance

#earnings-guidance

Impinj delivered revenue of $96.1M, topping the $92.63M consensus estimate by 3.7%. More meaningful was the adjusted EBITDA of $19.1M, which exceeded guidance. On a year-over-year basis, revenue inched up just 0.95% to $96.1M from $95.2M, a deceleration that reflects the softer demand environment the company has navigated. The non-GAAP EPS of $0.58 beat the $0.50 estimate by 16%, signaling that cost management and operational efficiency are driving profitability even as topline growth stalls. Operating income swung positive to $656K from a $769K loss in the prior year quarter. This inflection matters because it shows the Gen2X product focus and restructuring efforts are taking hold.

Investors are now asking whether the July blowout marks the start of a structural inflection or a one-time surge ahead of the holiday ad cycle. The company's next phase depends on maintaining ad performance gains, scaling its new search experience, and sustaining international adoption. Management has described this period as a "once-in-a-generation opportunity" for Reddit to redefine how human conversations power both advertising and AI ecosystems.

United Airlines (Nasdaq:UAL) reports fiscal third-quarter 2025 results after the close today at 4 p.m. ET, marking one of the most closely watched earnings of the airline earnings season.The stock has rallied toward $100 in recent weeks amid optimism that corporate travel and domestic yields have turned a corner after a soft first half.United's Q2 call emphasized margin durability, supply-side discipline across the industry, and a visible inflection in demand.