May 7, 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 Hims & Hers Health’s (HIMS) Q1 2025 earnings call.
Hims & Hers Health (HIMS) is a direct-to-consumer digital health platform focused on making personalized healthcare accessible, affordable, and stigma-free. The company offers telehealth consultations, prescription treatments, and wellness products across specialties such as mental health, dermatology, sexual health, weight loss, and now low testosterone, menopause, and longevity. HIMS posted subscriber growth of 38% YoY to 2.4 million and a 50% increase in monthly revenue per subscriber, driven by the adoption of premium and personalized products. Weight loss became one of its largest specialties within 18 months, supported by a new partnership with Novo Nordisk. Management announced plans to expand into low testosterone and menopause before year-end, while investing in lab diagnostics to support precision medicine. Marketing efficiency improved significantly, with marketing spend dropping to 39% of revenue, and early results in the UK point to meaningful global opportunity. On better-than-expected results, HIMS jumped 18% on 5/6…
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May 7, 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 Airbnb’s (ABNB) Q1 2025 earnings call.
Airbnb (ABNB) connects hosts and guests for stays and experiences with its range of options beyond traditional hotels. Founded on the idea of turning homes into hospitality assets, Airbnb now facilitates travel in more than 220 countries. Its marketplace gives deep insight into global travel behavior, urban vs. rural demand shifts, and consumer price sensitivity. ABNB reported solid results led by strength in international markets and steady demand among higher-income US travelers, though some softness emerged in longer lead times. Expansion markets like Brazil grew more than twice as fast as core markets, and first-time bookers rose over 30% in the region. The company rolled out global total price displays and is nudging hosts toward competitive pricing. It also previewed a broader platform vision launching May 13, including services beyond homes. AI-powered customer support reached 50% of US users, already cutting live agent volume by 15%, and the hotel business is positioned as a key growth lever in dense urban markets. On better-than-expected results, ABNB shares rose 1% on 5/2…
Continue reading our Conference Call Recap for ABNB by becoming a Bespoke Institutional subscriber. You can sign up for Bespoke Institutional now and receive a 14-day trial to read our newest Conference Call Recap. To sign up, choose either the monthly or annual checkout link below:
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May 7, 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 Palantir’s (PLTR) Q1 2025 earnings call.
Palantir (PLTR) builds advanced software platforms (Foundry, Gotham, and AIP) that integrate artificial intelligence with complex data environments for government agencies, commercial enterprises, and defense operations. Its software powers mission-critical workflows, such as battlefield intelligence, healthcare automation, and supply chain optimization. The company delivered revenue growth of 39% YoY and US commercial growth of 71%. Demand for its AI Platform (AIP) continues to explode, with US commercial TCV hitting $810M, up 239%, and customer wins including Walgreens, AIG, and R1 RCM. AI agents are now embedded in core operations from insurance underwriting to sepsis detection. Defense momentum was equally strong: Maven adoption doubled, NATO signed on, and TITAN vehicles were delivered on time and on budget. CEO Alex Karp credited PLTR’s long-term investments and a cultural shift toward merit-based decision-making, citing the US government’s DOGE initiative as a tailwind. In-line EPS, stronger revenues, and raised guidance were not enough to move the stock higher as it fell 12.1% on 5/6…
Continue reading our Conference Call Recap for PLTR by becoming a Bespoke Institutional subscriber. You can sign up for Bespoke Institutional now and receive a 14-day trial to read our newest Conference Call Recap. To sign up, choose either the monthly or annual checkout link below:
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May 7, 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 Apple’s (AAPL) Q2 2025 earnings call.
Apple (AAPL) is known for the iPhone, Mac, iPad, Apple Watch, and AirPods, and also operates a growing services ecosystem including the App Store, Apple Music, iCloud, and Apple TV+. The company serves a worldwide customer base spanning individuals, enterprises, and governments. Its tight vertical integration and in-house silicon (like the M-series and A-series chips) make it a bellwether for both consumer tech trends and supply chain evolution. AAPL posted $95.4B in revenue (+5% YoY) and EPS of $1.65 (+8% YoY), driven by record Services revenue ($26.6B, +12%) and steady iPhone growth ($46.8B, +2%). Apple detailed a $900M expected tariff hit in Q3 and emphasized supply chain shifts, including a majority of US iPhone sales now sourced from India. The company is ramping Apple Intelligence across devices, with generative AI integrated via on-device models and private cloud compute. Mac, iPad, and Services posted healthy gains, while wearables declined. Regional strength came from India and Brazil, but China saw only modest improvement. The stock declined 3.75% on 5/2 despite topping estimates…
Continue reading our Conference Call Recap for AAPL by becoming a Bespoke Institutional subscriber. You can sign up for Bespoke Institutional now and receive a 14-day trial to read our newest Conference Call Recap. To sign up, choose either the monthly or annual checkout link below:
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May 7, 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 Amazon’s (AMZN) Q1 2025 earnings call.
Amazon (AMZN) is a global technology and retail powerhouse that operates across e-commerce, cloud computing (AWS), digital advertising, consumer electronics, and AI. It serves hundreds of millions of consumers and businesses worldwide, offering everything from groceries and household essentials to custom AI chips and enterprise cloud solutions. AMZN delivered a strong Q1 with $155.7B in revenue (up 10% YoY). Standouts included AWS, which grew 17% to a $117B run rate, and advertising, which rose 19% to $13.9B. The company doubled down on AI, highlighting its Trainium2 chip, Amazon Bedrock platform, and new Nova models. Consumer demand remained resilient, with essentials driving 1 in 3 US units sold. The fulfillment network set new delivery speed records, while tariff-driven inventory pull-forwards impacted margins. Alexa+ and Kuiper marked long-term bets, and management struck an optimistic tone despite macro uncertainty. The stock traded down after hours on 5/1 following the company’s earnings release, which showed better-than-expected results, and rallied to end the next trading session flat…
Continue reading our Conference Call Recap for AMZN by becoming a Bespoke Institutional subscriber. You can sign up for Bespoke Institutional now and receive a 14-day trial to read our newest Conference Call Recap. To sign up, choose either the monthly or annual checkout link below:
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May 7, 2025
See what’s driving market performance around the world in today’s Morning Lineup. Bespoke’s Morning Lineup is the best way to start your trading day. Read it now by starting a two-week trial to Bespoke Premium. CLICK HERE to learn more and start your trial.
“Inspiration is a guest that does not willingly visit the lazy.” – Pyotr Tchaikovsky
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While European markets are trading lower, equity futures in the US are higher by about 50 basis points this morning on positive trade talks with China.
As shown below, this week’s declines have yet to do much technical damage, but we’ll likely need a positive close today for the S&P to remain above its 50-day moving average. Right now, price is sitting in between the 50-DMA (below) and the 200-DMA (above), and the next stop on the upside will be a re-taking of the 200-DMA.
Weakness in the final hours of the trading day on Fed Days has been a hallmark of Powell’s tenure as Fed Chair. That’s actually in contrast with what we’ve seen for markets recently. The S&P is currently flat since “Liberation Day” back on April 2nd, but as shown below, we’re only flat because of intraday strength. Since 4/2, the S&P (SPY) has averaged an opening gap lower of 0.27% each day followed by an average gain of 0.28% from the open to the close.
