Read the companies behind the earnings headlines

Earnings analyses

• FedEx FY2026 Q4 Earnings: $94.7 Billion on $1 Billion of Cuts and a Freight Spin

Earnings analyses

• Nike FY2026 Q4 Earnings: The 890-Basis-Point Margin Jump That Wasn't a Turnaround

Earnings analyses

• Oracle FY2026 Q4 Earnings: $638 Billion RPO Masks a $5.8 Billion Cloud Reality

Earnings analyses

• Broadcom FY2025 Earnings: $63.9B in Revenue, and a Net Income That Nearly Quadrupled to $23.1B
• Broadcom Q2 FY2026 Earnings: $22.19 Billion Record as $10.8 Billion AI Revenue Passes Half the Chip Business

Earnings analyses

• Delta Air Lines Q2 2026 Earnings: $17.7 Billion Record Revenue Absorbs Highest-Ever Fuel Bill as 15% Dividend Hike Signals Confidence

Earnings analyses

• JPMorgan Chase Q2 2026 Earnings: $45.7 Billion Revenue and $18.1 Billion Net Income as $50 Billion Buyback Tests Capital Returns

Earnings analyses

• Levi Strauss Q2 FY2026 Earnings: $1.69 Billion Revenue, 8% Beat and 27% EPS Growth Lifts Full-Year Guidance

Earnings analyses

• Netflix Q2 2026 Earnings: $12.56 Billion Revenue and Ad-Tier Pricing Power as $3.26 Billion Net Income Tests the Model

Earnings analyses

• PepsiCo Q2 2026 Earnings: $23.0 Billion Revenue and 137% EPS Surge Even as North America Beverage Volume Slides 4%

Earnings analyses

• AMD Q2 2026 Earnings: Data-Center Sales Double to $6.7 Billion as $11.5 Billion Revenue Makes AMD an AI Challenger

Earnings analyses

• Coinbase Q2 2026 Earnings: $1.22 Billion Revenue Miss Tests the Everything Exchange Thesis

Earnings analyses

• Eli Lilly Q2 2026 Earnings: $12.2 Billion Quarter and $85–87 Billion Guide as GLP-1 Royalty Compounds

Earnings analyses

• Shopify Q2 2026 Earnings: $115.6 Billion GMV Fuels 34% Revenue Growth and 18% Free-Cash-Flow Margin

Earnings analyses

• Spotify Q2 2026 Earnings: 300 Million Premium Subscribers and a Record 30.1% Gross Margin Meet a Soft €670M Q3 Guide

Earnings analyses

• Adyen H1 2026 Financial Report: €803.8B Processed Volume, Take Rate Drops to 16.2 bps, Testing 20 Years of Pricing Discipline

Earnings analyses

• Airbnb Q4 FY2025 Earnings: $12.2B Revenue, 16% Booking Growth, and an AI-First Bet — Is ABNB Finally a Buy?
• Airbnb FY2025 Earnings: A $12 Billion Platform Pays Full Price for Its Second Act
• Airbnb FY2026 Q2 Earnings: $3.6B Revenue (+17%) and $816M Net Income Beat Tests Marketing Leverage

Earnings analyses

• Apple's Best March Quarter Ever: $111.2B Revenue, a New $100B Buyback, and Retained Earnings Turn Positive Again
• Apple's Strongest June Quarter Ever: $109.4B Revenue, $2.02 EPS, and Services and Mac Hit New June Records

Earnings analyses

• Palantir Q1 2026 Earnings: An 85% Growth Rate, a 53% Net Margin, and a Balance Sheet That Still Says It Has Never Made Money
• Palantir FY2026 Q2 Earnings: 93% Growth and 149% U.S. Commercial Surge Force an 82% Full-Year Guide

Earnings analyses

• Amazon FY2025 Earnings: A Record $77.7B Profit — and AWS Now Generates 57% of It
• Amazon Q2 2026 Earnings: AWS Accelerates 37% as a $53B Anthropic Gain Rewrites Profit

Earnings analyses

• Meta Q1 2026 Earnings: It Beat Every Number and the Stock Fell 7% Anyway
• Meta Q2 2026 Earnings: Revenue Grew 28%, but Profit Fell for the First Time in the AI Era

Earnings analyses

• Microsoft FY2025 Earnings: The $101B Profit Machine Betting Everything on AI Infrastructure
• Microsoft FY2026 Q3: Azure Hits 40% Growth as the $190 Billion Capex Bet Compounds
• Microsoft FY2026 Earnings: The $133B Profit Machine Now Spends $116B a Year on AI Infrastructure

Earnings analyses

• Robinhood Q4 FY2025 Earnings: From Meme-Stock Punchline to $1.9B Profit — So Why Did the Stock Drop 9%?
• Robinhood Q1 2026 Earnings: Prediction Markets Just Overtook Crypto — and the Stock Got Punished Anyway
• Robinhood Q2 2026 Earnings: A Record Quarter, Its First-Ever Debt, and a One-Time Gain Hiding in Plain Sight

Earnings analyses

• Alphabet Q4 2025 Earnings: Inside the $403B Revenue Machine Powering the AI Era
• Alphabet Q1 2026: Google Cloud Grows 63%, and a $37.7B Paper Gain Drives the EPS Beat
• Alphabet Q2 2026: A $99B Paper Gain, 82% Cloud Growth, and the End of the Buyback Era

Earnings analyses

• Circle Q4 FY2025 Earnings: From $299 to $50 to a 29% Surge — The Stablecoin Stock That Refused to Die
• Circle Q1 2026: $694M in Revenue, and Most of It Never Stays

Earnings analyses

• Micron FY2026 Q3 Earnings: Revenue Rose 346%. The Cost of Making the Chips Rose 10%.

Earnings analyses

• MiniMax FY2025 Earnings: $79M in Revenue, and a $1.9 Billion Loss That Isn't What It Looks Like

Earnings analyses

• The Open Ledger Movement
• NVIDIA Q3 FY2026 Earnings: Inside the $57B Quarter Powering the AI Revolution
• NVIDIA's $68B Quarter: When Compute Equals Revenue and GPUs Print Money
• NVIDIA Q1 FY2027: $81.6B Revenue, and $15.9B of Net Income That Isn't From Chips
• NVIDIA Q2 FY2027: $96.2B Revenue, $59.7B Net Income — and Operating Cash Flow Cut in Half

Earnings analyses

• SpaceX's First Public Earnings: Starlink's $11.4B Profit Machine Is Bankrolling a $6.4B AI Bet

Earnings analyses

• Tesla Q1 2026: Margins Hit a 5-Quarter High While Deliveries Keep Falling — and a New $25B+ Capex Guide Rattled the Stock