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Reporting Season August 2025 – Week 1

Bell Direct
August 14, 2025

We’re only one week into August earnings season, but key themes are emerging fast. Investors are reacting to the most important metrics, including cost management, FY26 earnings outlook, AI spend and dividend policies, and this season is shaping up to be one of the most revealing yet.

In this weeks video, Grady covers:

  • TPG Telecom (ASX:TPG): Fell 1.4% after slashing FY25 EBITDA guidance by over $350m
  • ResMed (ASX:RMD): Rose 2% on the back of strong Q4 and FY25 results, with 10% revenue growth and improved margins
  • Credit Corp (ASX:CCP): Jumped nearly 20% after posting a 16% profit lift, driven by strong US collections and record local earnings
  • Key takeaways from week one results across the market.

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