Uber Q3 2026: Bookings Up 20%, Revenue Up 10% — a UK Accounting Change Explains the Gap
Uber's Q3 2026 bookings rose 20% to $59.8B, revenue only 10%: a UK principal-to-agent switch cut $1.1B from revenue and costs; operating income rose 30%.
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Alphabet Q3 2026: Cloud Revenue Doubles as Capex Outruns Cash Flow
Alphabet's Q3 2026 operating income rose 30% and Cloud revenue doubled, but $51.4B of capex topped cash flow, so free cash flow went negative $9.1B.
Microsoft FY2027 Q1: Azure Up 48% on Less Hardware Than Planned
Azure grew 48% while capex missed its $50B guide on delayed capacity; net income rose 32% on an OpenAI comparison, and free cash flow fell 27%.
Anthropic IPO Filing: Q3 Compute Grew Faster Than Revenue, With $895B Committed
Anthropic's S-1/A shows Q3 revenue up 47% to $16.96B while compute rose 77%, turning a profit into a $567M operating loss against $895B of signed commitments.
AGNC Q3 2026: $1.40B Loss, Book Value −16.9% to $7.13
AGNC Q3 2026: a $1.36B net loss as $5.0B of unrealized losses cut tangible book 16.9% to $7.13, while $0.37 spread income covered the $0.36 dividend.
Allegion Q3 2026: $2.59 EPS Up 19% as Americas Non-Residential Surges and Outlook Rises
Allegion earned $2.59 per share in Q3 2026, up 19%, on 9.6% revenue growth led by Americas non-residential — and raised its full-year outlook.
Ally Financial Q3 2026: $1.34 Adjusted EPS Up 16% as Auto Originations Hit $12.9B
Ally Financial earned an adjusted $1.34 per share in Q3 2026, up 16%, on record auto applications and $142B of retail deposits.
BNY Q3 2026: EPS $2.34 (+24%) on $5.68B Revenue
BNY Q3 2026: EPS jumped 24% to $2.34 as fee revenue grew 12% and NII 15%; $63.4T in custody assets, $1.4B returned.
BOK Financial Q3 2026: EPS $2.64 (+19%) as NII Grows 9.6%
BOK Financial Q3 2026: EPS rose 19% to $2.64 as NII grew 9.6% to $370M with zero provision, while brokerage fees halved and buybacks cut shares 3.9%.
Citizens Q3 2026: EPS $1.41 (+34%) on NII Surge and Lower Provision
Citizens Q3 2026: EPS jumped 34% to $1.41 as NII surged 12.6% to $1.68B and provision fell 19%, with efficiency improving to 60%.
Interactive Brokers Q3 2026: $0.69 EPS Up 17% as Net Interest Hits $1.15B and Dividend Jumps 71%
Interactive Brokers earned $0.69 per share in Q3 2026, up 17%, as net interest income grew 19% to $1.15B — and hiked its dividend 71% to $0.15.
Liberty Energy Q3 2026: $1.2B Revenue, $39M Loss on Investment Hit
Liberty Energy Q3 2026: revenue jumped 26.3% to $1.2B but a $62.9M investment loss drove a $39M net loss; 1.2 GW AI power deal signed.