Revenue Growth

Apple’s fiscal Q3 2025 saw a revenue boost due to accelerated device purchases driven by consumer anxiety over potential tariffs, contributing one percentage point to the company’s 10% year-over-year revenue growth. Initial tariff announcements led to speculation about significant iPhone price increases, prompting consumers to buy early. Apple absorbed $800 million in tariff expenses in the June quarter and anticipates $1.1 billion in the September quarter, potentially leading to a $50 price increase for the iPhone 17 series models.

CoStar Group (CSGP) reported strong Q2 2025 results, with revenue up 15% to $781 million. Adjusted EBITDA surged 108% to $85 million. Apartments.com drove net new bookings to a record $93 million, up 65% from Q1. Homes.com’s sales team grew significantly, and member agents secured 62% more listings. “Boost” was launched on Homes.com, enhancing property exposure. CoStar raised its full-year revenue guidance to $3.135-$3.155 billion and adjusted EBITDA to $370-$390 million. They expect Q3 revenue between $800 to $805 million

Analysts boosted AMD’s stock to ‘buy’ with a $200 target, citing its MI350 AI chips as a strong Nvidia competitor. Increased optimism centers on the MI350’s performance rivaling Nvidia’s Blackwell and higher-than-expected pricing, with the MI355 model now projected to sell for $25,000. HSBC significantly raised AMD’s projected 2026 AI chip revenue to $15.1 billion (up from $9.6B). The positive outlook drove AMD’s stock up 4.15% recently.

Hydreight Technologies reported strong Q1 2025 results, with a 34% year-over-year revenue increase to $6.53 million. GAAP revenue reached $4.54 million, and gross margin and adjusted EBITDA improved. The company achieved net profitability, ending the quarter with $6.04 million in cash. New nurse signups and pharmacy orders grew significantly. Driven by its strategic initiatives, Hydreight is focused on expansion and profitability within the digital health sector.

Eightco Holdings (NASDAQ: OCTO) reported Q1 2025 revenue of $9.9 million (+25% YoY), driven by its expansion into the high-volume, low-margin refurbished Apple products market. Operating losses narrowed 55% to $1.4 million through reduced SG&A expenses (-28% to $2.2 million), but gross margins collapsed to 8.2% from 17.5%, raising concerns about balancing growth with profitability amid rising interest costs ($1.3 million) and a $2.5 million net loss versus prior-year $1.9 million profit.