Stock Movers Snowflake Outlook; AT&T Acquisition; Urban Outfitters
May 22, 2025
The podcast dives into Snowflake's impressive forecast, with a projected 25% revenue growth, showcasing its resilience in a challenging economy. Urban Outfitters makes waves with a stronger-than-expected first-quarter performance, driving stock optimism. AT&T is in the spotlight after announcing a $5.75 billion acquisition of Lumen's fiber operations, aiming to enhance its broadband reach significantly. The hosts dissect market trends, retail dynamics, and the competitive landscape, making for an insightful listen.
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Urban Outfitters Strong Performance
- Urban Outfitters showed double-digit sales growth despite economic uncertainty.
- Strength in the Urban Outfitters brand and margin expansion drove positive analyst views.
Retail Analysis Challenges
- Retail analysts must judge fashion trends beyond typical financial metrics.
- Paul Sweeney notes retail analysis is complex and less formulaic than biotech.
AT&T Expands Fiber Network
- AT&T acquired Lumen's consumer fiber operations for $5.75 billion.
- This deal expands fiber broadband in major cities like Denver and Las Vegas.