Earnings

Quarterly results explained in plain language, with reported figures versus expectations.

• Meta Platforms Q1 2026 Earnings: Ad Revenue Jumps 33% as AI Spending Plans Surge

  META · April 30, 2026

  Meta'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, 2026

  Microsoft'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, 2026

  Visa'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, 2026

  Newmont'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, 2026

  Tesla'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, 2026

  Caterpillar 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, 2026

  Micron'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, 2026

  Oracle'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, 2026

  Atlassian'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.

• Peloton Q2 2026 earnings: losses narrow and profit outlook rises as subscribers keep declining

  PTON · February 5, 2026

  Peloton's revenue and subscribers kept shrinking, but cost cuts narrowed its loss and pushed the company to raise its full-year profit outlook.

• Take-Two Interactive Q3 FY2026 Earnings: Revenue Jumps on GTA and NBA 2K Strength

  TTWO · February 4, 2026

  Take-Two posted higher revenue and bookings growth for the quarter ended Dec. 31, 2025, and raised its full-year sales outlook, though it still expects a net loss for the year.

• Atkore Q1 FY2026 earnings: sales flat, profit down on pricing pressure, full-year outlook held

  ATKR · February 3, 2026

  Atkore's Q1 FY2026 sales were roughly flat and profit fell from a year ago on lower electrical product prices, but the company held its full-year outlook steady.

• Disney Q1 2026 Earnings: Parks Hit $10B, Streaming Profit Jumps, But Overall Income Dips

  DIS · February 2, 2026

  Disney's revenue grew 5% to $26.0B and streaming and theme parks both expanded, but overall profit dipped as entertainment-segment costs rose.

• Apple Q1 2026 earnings: record $143.8B quarter on iPhone, Services strength

  AAPL · January 30, 2026

  Apple posted record December-quarter revenue and profit, led by its best-ever iPhone sales and all-time-high Services revenue.

• Sandisk Q2 2026 earnings: revenue jumps 31% as enterprise SSD demand surges

  SNDK · January 30, 2026

  Sandisk's fiscal Q2 revenue rose sharply on booming data-center chip demand, and the company guided for another large jump next quarter.

• Visa Q1 2026 Earnings: Revenue Climbs 15% on Strong Holiday and Cross-Border Spending

  V · January 30, 2026

  Visa's fiscal Q1 2026 revenue rose 15% year-over-year to $10.9 billion, powered by strong consumer spending and cross-border activity.

• Western Digital Q2 2026 Earnings: Cloud Storage Demand From AI Data Centers Drives Sharp Growth

  WDC · January 30, 2026

  Western Digital's fiscal Q2 2026 revenue jumped 25% to $3.02B on surging AI data-center demand for high-capacity hard drives, with 2026 production capacity already sold out.

• Microsoft Q2 2026 earnings: cloud growth strong, OpenAI stake lifts profit

  MSFT · January 28, 2026

  Microsoft's revenue rose 17% on strong Azure and AI demand, while heavy AI infrastructure spending and a one-time OpenAI accounting gain shaped the profit picture.

• Uber Q3 2025 earnings: revenue up 20%, one-time gains lift reported profit

  UBER · January 12, 2026

  Uber's revenue grew about 20% and bookings rose 21% in Q3 2025, with reported profit lifted mainly by a large tax benefit and investment gains.

• Micron Q1 FY2026 earnings: record revenue as AI memory demand surges

  MU · December 18, 2025

  Micron posted record revenue and profit for its fiscal first quarter, fueled by soaring AI-related demand for memory chips, and guided to even sharper growth ahead.