Earnings Articles
Why Plane Tickets Cost So Much More This Holiday Season
Airfares rose 23.4% in the year to August. Delta's third quarter shows where the extra money went, mostly to jet fuel, and what its holiday outlook implies.
PepsiCo Is Selling More Chips but Making Less Money
PepsiCo’s snacks got cheaper in North America and snack volume rose 1% in Q3, while the foods business earned 12% less core operating profit.
Applied Digital Earnings: Hyperscaler Leases Not Live Yet
Applied Digital has 250 of 1,410 leased MW live, all for CoreWeave, and none for hyperscalers yet. See how a $221.0M GAAP loss became a $4.1M adjusted loss.
Why Nike Stock Fell After Earnings Despite a Profit Beat
Nike beat profit estimates but expects sales to fall again this year. What the outlook means for China, margins, the dividend and the stock.
Micron’s Record Earnings: How Long Can the Memory Boom Last?
Micron’s record fiscal Q4 left MU stock flat. Past memory cycles, the new-fab calendar, its long-term contracts, and what the share price implies.
SPCX Q2 2026 earnings: revenue surges, stock falls
SpaceX nearly doubled Q2 2026 revenue to $7.8B, narrowed its GAAP net loss and improved margins, while continuing heavy investment in AI and space infrastructure.
AMD Q2 2026 earnings: record revenue, stock drops
AMD delivered record Q2 2026 revenue of $11.5B, up 49.6% year over year, as Data Center sales more than doubled and margins expanded sharply. Yet the stock fell about 7.8% after earnings, on a share price that had already more than doubled in 2026.
Netflix Q4 2025 Earnings: Revenue Hits $12.05B, 325M Subscribers, Warner Bros. Acquisition
Netflix Q4 2025 results: $12.05B revenue (+18% YoY), 325M+ subscribers, $2.96B operating income, and Warner Bros. acquisition announced at $27.75/share. Full year 2025 revenue hit $45.2B with 29.5% operating margin.