Oracle FY2026 Q4 Earnings: $638 Billion RPO Masks a $5.8 Billion Cloud Reality
Oracle's FY2026 Q4 shows $19.2B revenue but just $5.8B in cloud infrastructure, against $638B RPO.
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Financial Analysis
Analyze financial data and metrics to evaluate business performance and health
Broadcom Q2 FY2026 Earnings: $22.19 Billion Record as $10.8 Billion AI Revenue Passes Half the Chip Business
Broadcom Q2 FY2026 (quarter ended May 4, 2026): $22.19B revenue, $10.8B AI revenue (+143% YoY) crossing half of semiconductor sales, $8.09B net income — tracked via public Beancount ledger FY2021–FY2026Q2.
Delta Air Lines Q2 2026 Earnings: $17.7 Billion Record Revenue Absorbs Highest-Ever Fuel Bill as 15% Dividend Hike Signals Confidence
Delta Air Lines Q2 2026: $17.7B record revenue, $2.9B net income, fuel $3.4B headwind and 15% dividend hike — tracked via public Beancount ledger FY2021–FY2026Q2.
JPMorgan Chase Q2 2026 Earnings: $57.3 Billion Revenue and Record $21.2 Billion Net Income as Visa Gain Lifts the Beat
JPMorgan Chase Q2 2026: $57.3B revenue (+27.7%) and record $21.2B net income (+41.2%), lifted by a $4.6B Visa gain — tracked in a public Beancount ledger.
Levi Strauss Q2 FY2026 Earnings: $1.69 Billion Revenue, 8% Beat and 27% EPS Growth Lifts Full-Year Guidance
Levi Strauss Q2 FY2026: $1.69B revenue (+8.3%), $230M net income, 27% EPS growth and 5.5–6.5% guidance raise — tracked via public Beancount ledger FY2021–FY2026Q2.
Netflix Q2 2026 Earnings: $12.56 Billion Revenue and Ad-Tier Pricing Power as $3.40 Billion Net Income Tests the Model
Netflix Q2 2026: $12.56B revenue (+13% YoY), $3.40B net income at 27% margin as ad-tier and price hikes compound — tracked via public Beancount ledger FY2021–FY2026Q2.
PepsiCo Q2 2026 Earnings: $23.0 Billion Revenue and 137% EPS Surge Even as North America Beverage Volume Slides 4%
PepsiCo Q2 2026: $23B revenue, $2.59B net income, EPS +137% YoY even as North America beverage volume fell 4% — tracked via public Beancount ledger FY2021–FY2026Q2.
AMD Q2 2026 Earnings: Data-Center Sales Double to $6.7 Billion as $11.5 Billion Revenue Makes AMD an AI Challenger
AMD Q2 2026: $11.5B revenue (+50% YoY) as data-center sales more than double to $6.7B, gross margin 54%, operating leverage returns — tracked via public Beancount ledger.
Coinbase Q2 2026 Earnings: $1.22 Billion Revenue Miss Tests the Everything Exchange Thesis
Coinbase Q2 2026: $1.22B revenue misses as transaction fees fall 18.5% while subscriptions hold — Everything Exchange diversification barely tested — tracked via public Beancount ledger.
Eli Lilly Q2 2026 Earnings: $12.2 Billion Quarter and $85–87 Billion Guide as GLP-1 Royalty Compounds
Eli Lilly Q2 2026: $12.2B revenue, $8.38 adjusted EPS, raises full-year guide to $85–87B as GLP-1 sales compound — tracked via public Beancount ledger.
Shopify Q2 2026 Earnings: $115.6 Billion GMV Fuels 34% Revenue Growth and 18% Free-Cash-Flow Margin
Shopify's Q2 2026 (quarter ended June 30, 2026) reported GMV of $115.6B up 32% YoY, revenue of $2.8B up 34%, net income of $420M at a 15.0% net margin, and an 18% free-cash-flow margin — its twelfth consecutive positive-FCF quarter — reconciled line by line in a public Beancount ledger.
Spotify Q2 2026 Earnings: 300 Million Premium Subscribers and a Record 30.1% Gross Margin Meet a Soft €670M Q3 Guide
Spotify's Q2 2026 report put revenue at EUR 4.2 billion (+33.3% year over year), crossed 300 million Premium subscribers for the first time, and set a record 30.1% gross margin — while the EUR 670 million Q3 operating-income guide landed roughly EUR 80 million below consensus. Every figure is reconciled in a public Beancount ledger covering FY2021 through FY2026Q2.