May 14, 2025
An earnings triple play is a stock that reports earnings and manages to 1) beat analyst EPS estimates, 2) beat analyst sales estimates, and 3) raise forward guidance. You can read more about “triple plays” at Investopedia.com where they’ve given Bespoke credit for popularizing the term. We like triple plays as an indication that a company’s business is firing on all cylinders, with better-than-expected results and an improving outlook. A triple play is indicative of positive “fundamental momentum” instead of pure fundamentals, and there are always plenty of names with both high and low valuations on our quarterly list.
Bespoke’s Triple Play Report highlights companies that have recently reported earnings triple plays, and it features commentary from management on triple-play conference calls, company descriptions and analysis, and price charts. Bespoke’s Triple Play Report is available at the Bespoke Institutional level only. You can sign up for Bespoke Institutional now and receive a 14-day trial to read this week’s Triple Play Report, which features 26 new stocks. To sign up, choose either the monthly or annual checkout link below:
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Evertec (EVTC) is an example of a company that recently reported an earnings triple play after the close on 5/7. The following day, shares rallied 2.5% on the news, extending its streak to four straight share-price gains in reaction to earnings.
Here’s how AI describes the company: Evertec (EVTC) is a financial technology and transaction processing company headquartered in San Juan, Puerto Rico, with operations spanning 26 countries across Latin America and the Caribbean. The company operates through three core segments: Merchant Acquiring, which supports businesses in accepting electronic payments through point-of-sale infrastructure and transaction processing; Payment Processing, where Evertec owns and operates the ATH® debit network and provides ATM, POS, and card network services; and Business Solutions, offering technology outsourcing, core banking platforms, cash processing, and fulfillment services to financial institutions, corporations, and government entities. Processing roughly six billion transactions annually, Evertec plays a vital role in the region’s financial ecosystem. Evertec is well-positioned to benefit from the growing demand for integrated, electronic financial services throughout Latin America and the Caribbean.
EVTC delivered a strong Q1, with revenue rising 11% YoY to $228.8 million. Merchant Acquiring revenue grew 13% to $38.3 million, benefiting from continued growth in Puerto Rico’s consumer spend and higher transaction volumes. The Payment Processing segment posted $78.4 million in revenue, up 10%, and Business Solutions revenue grew 5% on stable demand for core banking and outsourcing services. EVTC discussed strength in Puerto Rico’s consumer economy, supported by low unemployment, wage growth, and government stimulus tailwinds that have proven more resilient than expected. The company emphasized ATH Móvil’s growing ubiquity in Puerto Rico, with expanding use among small and mid-sized businesses and increased relevance in peer-to-peer and government disbursement channels. In Latin America, EVTC is scaling its payment and core banking solutions with a mix of on-premise and SaaS deployments, while its footprint in Colombia and Chile continues to deepen.
Looking at the snapshot below from our Earnings Explorer, Evertec (EVTC) has been a stronger player against analyst estimates fairly consistently. The company has beaten EPS estimates 67% of the time and revenue estimates 87% of the time, and it now has 34 straight revenue beats going all the way back to 2017.
You can read more about EVTC and the 24 other triple plays we covered in our newest report by starting a Bespoke Institutional trial today.
Bespoke Investment Group, LLC believes all information contained in these reports to be accurate, but we do not guarantee its accuracy. None of the information in these reports or any opinions expressed constitutes a solicitation of the purchase or sale of any securities or commodities. This is not personalized advice. Investors should do their own research and/or work with an investment professional when making portfolio decisions. As always, past performance of any investment is not a guarantee of future results. Bespoke representatives or clients may have positions in securities discussed or mentioned in its published content.
May 9, 2025
Bespoke’s Conference Call Recaps use AI to summarize lengthy earnings calls. The commentary below is AI-generated and then edited by Bespoke for quality control. As always, none of these summaries should be construed as recommendations to buy or sell any securities, and investors should do their own research and/or consult with a financial professional before making any investment decisions.
Our latest recap available to Bespoke subscribers covers Affirm’s (AFRM) Q3 2025 earnings call.
Affirm (AFRM) is a fintech company in the Buy Now, Pay Later (BNPL) space, allowing consumers to split purchases into installments, with no late fees or hidden charges. It partners with major merchants across industries like retail, electronics, travel, and fitness to provide both 0% APR promotional financing and interest-bearing loans at checkout. Affirm also issues the Affirm Card, a hybrid debit-credit product that extends the brand’s reach beyond merchant integrations to make it a challenger in consumer payments. The company delivered 36% GMV growth YoY and saw its strongest month of growth in March (+40% GMV), driven by rising demand for 0% APR financing and broad-based merchant traction. Management highlighted strong repayment trends and increased prepayments, signaling healthy consumer credit. The Affirm Card added features like foreign transactions. Executives emphasized the app’s dual role in repayment and offer discovery, while AI investments are improving dispute resolution and contract review. New partnerships with Costco and a renewed Shopify deal further strengthened Affirm’s network. The stock fell 14% on 5/9 despite the stronger-than-anticipated results on weaker guidance…
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May 9, 2025
Bespoke’s Conference Call Recaps use AI to summarize lengthy earnings calls. The commentary below is AI-generated and then edited by Bespoke for quality control. As always, none of these summaries should be construed as recommendations to buy or sell any securities, and investors should do their own research and/or consult with a financial professional before making any investment decisions.
Our latest recap available to Bespoke subscribers covers Cloudflare’s (NET) Q1 2025 earnings call.
Cloudflare (NET) is a global cloud services provider that secures and accelerates everything connected to the Internet. Its platform offers content delivery, DDoS mitigation, Internet security, and edge computing solutions through a globally distributed network spanning over 310 cities. Cloudflare’s customer base ranges from startups to some of the world’s largest enterprises and government agencies. The company sits in front of roughly 20% of Internet traffic, providing unique insights into global web activity and cyber threats. NET reported revenue up 27% YoY to $479.1M and record growth in large customers. The quarter was highlighted by the company’s largest-ever deal (over $100M) due largely to its Workers developer platform, and record signings in both $1M+ and $5M+ cohorts. Workers and AI products saw explosive usage growth, with inference requests up 4,000%. Cloudflare also closed its longest SASE (Secure Access Service Edge) deal and noted that tariffs and hardware complexity are accelerating changes to its software-defined solutions. After beating revenue estimates, NET shares rose 7.5% on 5/9…
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May 9, 2025
Bespoke’s Conference Call Recaps use AI to summarize lengthy earnings calls. The commentary below is AI-generated and then edited by Bespoke for quality control. As always, none of these summaries should be construed as recommendations to buy or sell any securities, and investors should do their own research and/or consult with a financial professional before making any investment decisions.
Our latest recap available to Bespoke subscribers covers Carvana’s (CVNA) Q1 2025 earnings call.
Carvana (CVNA) is an e-commerce platform for buying and selling used cars online, with the purpose of simplifying and modernizing the car-buying process through fully digital transactions, home delivery, and a vertically integrated logistics and reconditioning network. The company owns and operates inspection centers, delivery infrastructure, and the ADESA wholesale auction network. CVNA serves retail consumers across the US and positions itself as a differentiated alternative to traditional dealerships by offering greater selection, convenience, and transparency. CVNA delivered record results in Q1 with 133,898 retail units sold (+46% YoY) and $4.23B in revenue (+38%), driven by gains in selection, brand trust, and efficiency. The company unveiled an ambitious goal to reach 3 million annual units over the next 5–10 years. Management hit on reinvesting gains into customer experience while leveraging existing infrastructure, including ADESA and underutilized inspection centers. Macro topics like tariffs and recession risks were addressed, with Carvana discussing adaptability and resilience in its model. Finance GPU was notably strong, aided by wider spreads and growing securitization support. The stock was up more than 12% on 5/8 after posting stronger results than expected…
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May 9, 2025
Bespoke’s Conference Call Recaps use AI to summarize lengthy earnings calls. The commentary below is AI-generated and then edited by Bespoke for quality control. As always, none of these summaries should be construed as recommendations to buy or sell any securities, and investors should do their own research and/or consult with a financial professional before making any investment decisions.
Our latest recap available to Bespoke subscribers covers Zillow’s (ZG) Q1 2025 earnings call.
Zillow (ZG) is a leading online real estate marketplace that helps consumers navigate buying, selling, renting, and financing homes. Its platform includes tools like Zillow Home Loans, the Premier Agent network, and the Housing Super App, which streamlines the moving process through integrated touring, financing, and agent support. With over 2 million active rental listings and 227 million monthly users, it remains one of the most influential players in US housing. ZG beat expectations in Q1 with $598M in revenue (+13% YoY), driven by strong growth in Rentals (+33%) and Mortgages (+32%). The Rentals segment hit a record $129M in revenue, fueled by a 47% increase in multi-family revenue and a 60,000-property count. Enhanced markets now account for 24% of connections and are expected to reach 35% by year-end. Showcase listings delivered a 30% higher agent win rate and 2% price premium. Despite a flat housing market, management reiterated 2025 goals for low to mid-teens revenue growth, citing momentum in rentals, product innovation, and integrated experiences. ZG shares were up modestly on 5/8…
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May 8, 2025
Bespoke’s Conference Call Recaps use AI to summarize lengthy earnings calls. The commentary below is AI-generated and then edited by Bespoke for quality control. As always, none of these summaries should be construed as recommendations to buy or sell any securities, and investors should do their own research and/or consult with a financial professional before making any investment decisions.
Our latest recap available to Bespoke subscribers covers Axon’s (AXON) Q1 2025 earnings call.
Axon (AXON) is a public safety technology company best known for its TASER devices and body-worn cameras, but its reach has expanded far beyond hardware. The company serves law enforcement agencies, federal clients, correctional institutions, and enterprise customers across the US and internationally. Its ecosystem includes digital evidence management tools, real-time video systems, AI transcription and assistance tools (like Draft One to write reports based on body cam footage and Axon Assistant), and rapidly growing capabilities in automatic license plate recognition (ALPR), drone defense, and fixed camera infrastructure. AXON delivered 31% YoY revenue growth to $604M, driven by strength in both software (+39%) and connected devices (+26%). Draft One and the AI Era Plan are gaining traction, with 30,000 active users and growing momentum expected into Q3/Q4. International bookings hit a record, and federal demand remains strong, especially around drones, border surveillance, and real-time video. Management highlighted fast adoption of TASER 10 (2x faster than TASER 7) and teased the upcoming Apollo cartridge as a game-changer. AXON also launched fixed ALPR products and integrations with Ring and Citizen. On better-than-expected results, AXON shares rose close to 13% on 5/8…
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