Data & Business Process Services Stocks Q1 Teardown: TransUnion Vs The Rest

Earnings
โดย Yahoo Finance·Read original
Summary · why it matters

Data and business process services stocks reported a strong first quarter, with revenues beating analysts' consensus estimates by 2.7% and next quarter's revenue guidance coming in 0.8% above expectations. TransUnion posted revenues of $1.25 billion, up 13.7% year on year and exceeding estimates by 2.7%, though it missed EPS guidance for the next quarter. Planet Labs delivered the highest guidance raise and fastest revenue growth among its peers, with revenues of $94.15 million, up 42.1% year on year and beating estimates by 4.3%, yet its stock fell 29.8% since reporting. Verisk reported revenues of $782.6 million, up 3.9% year on year and beating estimates by 1.3%, while EXL posted revenues of $570.4 million, up 13.8% year on year and surpassing estimates by 2%. Fair Isaac Corporation achieved the biggest analyst estimate beat with revenues of $691.7 million, up 38.7% year on year and topping estimates by 9.1%, but had the weakest full-year guidance update among its peers.

Impact on stocks 5

Artificial Intelligence▲ · 2 stocks
Fair Isaac Corporation
FICO
▲ PositiveCapitalrelevance

Fair Isaac achieved the biggest analyst estimate beat with revenues of $691.7M, up 38.7% YoY and topping estimates by 9.1%.

Space Economy▼ · 1 stocks
Planet Labs PBC
PL
▼ NegativeCapitalrelevance

Planet Labs delivered highest guidance raise and fastest revenue growth (42.1% YoY) but its stock fell 29.8% since reporting, indicating market disappointment.

Cybersecurity & Digital Trust▲ · 1 stocks
TransUnion
TRU
± MixedCapitalrelevance

TransUnion posted revenues of $1.25B, up 13.7% YoY and beating estimates by 2.7%, but missed EPS guidance for next quarter.

Climate Adaptation & Water▲ · 1 stocks
Verisk Analytics Inc
VRSK
▲ PositiveCapitalrelevance

Verisk reported revenues of $782.6M, up 3.9% YoY and beating estimates by 1.3%.

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