Earnings Report

Zepp Health’s Q2 2025 earnings reveal a strong rebound, with revenue surging to US$59.4 million, a 46.2% year-over-year increase, surpassing company forecasts. Losses narrowed significantly, with GAAP net loss at US$7.7 million and adjusted net loss at US$6.16 million. The company projects Q3 2025 revenue between US$72 million and US$76 million, a 70-79% year-over-year increase. Key to this growth is the Amazfit brand, driven by new products like the Balance 2 and Helio Strap, and boosted by athlete endorsements and effective marketing.

Ezviz Network’s first-half 2025 report reveals revenue of RMB 2.827 billion (up 9.45% YoY) and net profit of RMB 302 million (up 7.38% YoY), fueled by technology investments and market expansion. Operating cash flow surged 911%. Total assets reached RMB 8.416 billion. Their intelligent home entry business, featuring the new AI-powered Qiming Facial Video Lock, is a key growth driver. Ezviz’s smart door locks ranked among the top online sellers during the 618 shopping festival, indicating improved market competitiveness.

Microsoft has joined the $4 Trillion Club, becoming the second company after Nvidia to reach this valuation. Shares surged 8% following a strong Fiscal Year 2025 Q4 earnings report. Microsoft reported a Q4 revenue of $76.44 billion, up 18% year-over-year, driven by AI-powered cloud services. Full-year revenue reached $281.724 billion, a 15% increase. Analysts are optimistic, with Morgan Stanley and JPMorgan Chase raising their price targets. Nvidia first achieved the $4 trillion milestone earlier in July.

Applied Industrial Technologies (AIT) will release its fiscal 2025 fourth-quarter results on August 14, 2025, before market open. An investor conference call will follow at 10 a.m. ET, accessible via webcast and phone. The call will discuss the quarter’s performance and future outlook. Replays will be available. Applied is a major industrial distributor and tech solutions provider serving diverse markets with MRO, OEM, and system install applications.

Tesla investor Ross Gerber criticizes Tesla’s “garbage” Q2 earnings, citing a 12% revenue decline. He attributes the company’s struggles to CEO Elon Musk’s “PR crisis” and believes Musk’s political involvement is alienating consumers, impacting sales. Gerber suggests Musk needs to step back from the public eye to improve Tesla’s image and boost sales. He also advocates for Tesla to release lower-cost models to enhance global competitiveness and believes Tesla is currently in a crisis.

Coca-Cola reported a 1% increase in net revenue for Q2 2025, reaching $12.54 billion, with a significant 63% jump in operating income. Net profit attributable to shareholders was $3.81 billion. The company addressed rumors of a formula change, announcing the launch of a cane sugar-sweetened Coca-Cola product in the U.S. this fall. This cane sugar option will complement, not replace, existing products, offering consumers greater choice. The announcement follows reports of discussions with Donald Trump regarding the formula.

Alfa Laval’s Q2 2025 earnings reveal a mixed performance. Order intake fell 14% YoY, but organic growth in net sales increased by 2%. Adjusted EBITA rose 2% to SEK 3.0 billion, with a margin of 17.8%. EPS increased to SEK 4.87. Cash flow from operating activities decreased. The company finalized the acquisition of Fives’ cryogenic business. Management anticipates slightly higher demand in Q3.

LendingTree, Inc. (NASDAQ: TREE) will release its Q2 2025 earnings on July 31, 2025, after market close. A shareholder letter will be available on its investor relations website. A conference call will be held at 5:00 p.m. ET, featuring CEO Doug Lebda, to discuss financial highlights and future strategies. A live webcast and replay will be accessible on the company’s website. LendingTree operates a large online financial platform connecting consumers with financial partners for various financial products.