Earnings
Quarterly results explained in plain language, with reported figures versus expectations.
Sandisk Q3 FY2026 Earnings: Data-Center Demand and Chip Prices Drive Sharp Revenue Jump
SNDK · May 1, 2026Sandisk's revenue nearly doubled sequentially to $5.95 billion as data-center demand and rising memory-chip prices lifted sales and profit.
Atlassian Q3 FY2026 earnings: cloud and Data Center growth drive 32% revenue gain
TEAM · May 1, 2026Atlassian's revenue grew sharply on cloud and AI adoption, while a GAAP net loss was driven by one-time restructuring charges rather than the core business.
Twilio Q1 2026 earnings: revenue up 20% as AI-driven demand lifts messaging and voice
TWLO · May 1, 2026Twilio's revenue climbed 20% year-over-year to $1.41 billion in Q1 2026, driven by AI-fueled messaging and voice demand, and the company raised its full-year growth outlook.
Western Digital Q3 2026 earnings: AI storage demand drives record gross margin, dividend hike
WDC · May 1, 2026Western Digital's cloud/AI-driven storage demand pushed revenue up 45% and gross margin above 50% for the first time, alongside a 20% dividend increase.
Amazon Q1 2026 Earnings: AWS Growth Accelerates as AI Spending Surges
AMZN · April 30, 2026Amazon's Q1 2026 revenue rose 17% and AWS cloud growth hit a 15-quarter high, but heavy AI spending pushed free cash flow near zero.
Bristol-Myers Squibb Q1 2026 earnings: newer drugs offset declines in older ones
BMY · April 30, 2026BMS posted roughly flat quarterly revenue as newer medicines grew and older ones softened; the company reaffirmed its full-year 2026 outlook.
Chipotle Q1 2026 earnings: revenue up 7.4%, profit down on higher costs
CMG · April 30, 2026Chipotle's Q1 2026 revenue grew 7.4% on new store openings and a return to positive customer traffic, but profit fell as labor, occupancy and marketing costs rose.
ConocoPhillips Q1 2026 Earnings: Profit Down on Weaker Prices, Cash Returns Hold Steady
COP · April 30, 2026ConocoPhillips earned $1.78 per share in Q1 2026, down from a year ago as lower oil and gas prices and a Middle East-driven output disruption in Qatar weighed on results, even as U.S. onshore production grew and cash generation stayed strong.
Alphabet Q1 2026 Earnings: Cloud Revenue Jumps 63% as AI Spending Ramps Up
GOOGL · April 30, 2026Alphabet's revenue and profit rose sharply from a year ago, powered by fast-growing cloud and AI-driven search, while the company raised its 2026 infrastructure spending plans.
IMAX Q1 2026 earnings: profit up, revenue down as China box office softens
IMAX · April 30, 2026IMAX's net income rose year-over-year even as total revenue dipped, with China weakness offset by strong growth elsewhere and hits like Project Hail Mary.
Eli Lilly Q1 2026 earnings: Mounjaro and Zepbound fuel a 56% revenue jump, guidance raised
LLY · April 30, 2026Eli Lilly's Q1 2026 revenue and profit both surged year over year on booming Mounjaro and Zepbound sales, and the company raised its full-year guidance.
Meta Platforms Q1 2026 Earnings: Ad Revenue Jumps 33% as AI Spending Plans Surge
META · April 30, 2026Meta's Q1 2026 revenue rose 33% to $56.31B on stronger ad pricing and volume, but the company also sharply raised its 2026 AI spending plans and announced major layoffs.
Microsoft Q3 FY2026 earnings: cloud and AI demand drive 18% revenue growth
MSFT · April 29, 2026Microsoft's fiscal Q3 2026 revenue grew 18% year-over-year to $82.9 billion, powered by strong Azure and AI demand, alongside wider profit margins and heavy planned AI infrastructure spending.
Visa Q2 2026 Earnings: Revenue Up 17% on Higher Card Spending and Transaction Volume
V · April 29, 2026Visa's fiscal Q2 2026 revenue rose 17% year-over-year to $11.2 billion, powered by higher card spending, transaction processing, and cross-border activity.
Newmont Q1 2026 Earnings: Record Cash Flow and Profit as Gold Prices Surge
NEM · April 23, 2026Newmont's revenue and profit roughly doubled from a year ago, powered by record-high gold prices, and the company posted its best-ever quarterly cash flow.
Tesla Q1 2026 earnings: revenue up 16% on vehicle sales, deliveries lag production
TSLA · April 23, 2026Tesla's revenue grew 16% year over year to $22.4 billion, but vehicle deliveries trailed production and inventory piled up.
Caterpillar Q4 2025 Earnings: Record $19.1B Quarter, Tariffs Pressure Margins
CAT · March 26, 2026Caterpillar posted record quarterly and full-year revenue in Q4 2025, fueled by strong power-generation demand, but new tariffs weighed on profit margins.
Micron Q2 2026 earnings: record revenue and cash flow as AI memory demand surges
MU · March 19, 2026Micron's fiscal Q2 2026 revenue nearly tripled year-over-year on surging AI-driven memory demand, with record cash flow and margins and a sharply higher spending plan.
Oracle Q3 2026 Earnings: Cloud and AI Infrastructure Demand Drive Sharp Growth
ORCL · March 11, 2026Oracle's fiscal Q3 2026 revenue rose 22% to $17.2 billion, powered by a 44% jump in cloud revenue and a record backlog of AI infrastructure contracts.
Atlassian Q2 2026 earnings: cloud revenue tops $1 billion for the first time
TEAM · February 6, 2026Atlassian's revenue grew 23% year-over-year to $1.59 billion, led by cloud subscriptions crossing $1 billion for the first time, even as the company posted a small accounting loss.