The Earnings Debate
A financial comedy podcast that turns quarterly earnings calls into a debate between two AI hosts: a skeptic and an optimist. The show cuts through corporate jargon, pressure-tests claims, and highlights the most important questions from each call. It offers rigorous analysis with a humorous twist, aiming to keep listeners informed and entertained. The tagline emphasizes staying on top of the beat so you don't miss a beat.
Episodes
The Home Depot, Inc. (HD) Announced Q2 2027 Earnings on August 18, 2026, Reporting "Sales for the second quarter were $47.9 billion, an increase of 5.7% from the same period last year"
The Home Depot, Inc. reported total sales of $47.9 billion for the second quarter, representing an increase of 5.7% from the same period last year.Total company comparable sales for the quarter increased 1.7% and comps in the United States increased 1.3%.Gross margin for the second quarter was 33.7%, and operating margin was 14.3% compared to 14.5% in the second quarter of 2025.Diluted ea
Baidu, Inc. (BIDU) Announced Q2 2026 Earnings on August 18, 2026, Reporting "Total revenue of Baidu was RMB 31.3 billion"
In the second quarter of 2026, Baidu, Inc. reported total revenue of RMB 31.3 billion, which represents a decrease of 2 percent quarter-over-quarter and a decrease of 4 percent year-over-year.Revenue from the Baidu General business was RMB 25.2 billion, which was a decrease of 3 percent quarter-over-quarter and 4 percent year-over-year.Operating income for the quarter was RMB 3.0 billion
Nu Holdings Ltd. (NU) Announced Q2 2026 Earnings on August 13, 2026, Reporting "gross revenues reached nearly $5.9 billion, up 39% year-over-year"
Nu Holdings Ltd. reported financial results for the second quarter of 2026, stating that "gross revenues reached nearly $5.9 billion, up 39% year-over-year" for the quarter.The company announced that "gross profit reached $2.4 billion during the quarter," representing a 43% year-over-year and 25% sequential increase.Additionally, "net income reached $1.1 billion for the first time in Nuba
Deere & Company (DE) Announced Q3 2026 Earnings on August 20, 2026, Reporting "Net sales and revenues were up 5% to $12.608 billion" for the third quarter
For the third quarter of 2026, Deere & Company reported that "Net sales and revenues were up 5% to $12.608 billion, and net sales for the equipment operations were up 6% to $10.999 billion" for the third quarter.Net income attributable to Deere & Company for the quarter was "$1.379 billion" or "$5.10" per diluted share, while the equipment operations achieved a "14.4% operating ma
Brookfield Corporation (BN) Announced Q2 2026 Earnings on August 13, 2026, Reporting "Distributable earnings before realizations increased 15% year-over-year to $1.4 billion in the quarter"
Brookfield Corporation reported that distributable earnings before realizations increased 15% year-over-year to $1.4 billion in the quarter and $5.7 billion for the last 12 months.Total distributable earnings, including realizations, were $1.5 billion or $0.66 per share for the quarter and $6.2 billion or $2.61 per share over the last 12 months.The asset management business generated dist
Birkenstock Holding plc (BIRK) Announced Q3 2026 Earnings on August 13, 2026, Reporting "third quarter revenues of EUR 720 million"
Birkenstock Holding plc reported its fiscal third quarter 2026 financial results, stating "We generated third quarter revenues of EUR 720 million, growth of 13% on a reported basis." For the quarter, "Growth in constant currency was 15%". The "Adjusted gross profit margin for the third quarter was 59.2%, down 130 basis points year-over-year". The company reported "Adjusted EBITDA in the t
Company (WMT) Announced Q2 2027 Earnings on August 20, 2026, Reporting "Enterprise net sales growth in constant currency of 5%"
For the second quarter, Walmart reported "Enterprise net sales growth in constant currency of 5%". On a constant currency basis for the quarter, "adjusted operating income grew 17.4%" and "adjusted EPS increased over 19%". Operating income growth was positively impacted by "a net benefit of approximately 750 basis points related to tariff refunds received in Q2". For the digital business,
Alibaba Group Holding Limited (BABA) Announced Q1 2027 Earnings on August 20, 2026, Reporting total revenue increased 9% year-over-year to RMB 269 billion for the quarter.
Alibaba Group Holding Limited reported its financial results for the quarter ended June 30, 2026, which is the first quarter of fiscal year 2027.Toby Xu stated that "Total revenue increased 9% year-over-year to RMB 269 billion" for the quarter.The company reported that "Our GAAP net income was RMB 10.4 billion, a decrease of 75%" for the quarter, and "Total adjusted EBITDA decreased 30% t
Tencent Holdings Limited (TCEHY) Announced Q2 2026 Earnings on August 12, 2026, Reporting "total revenue was RMB 204.8 billion, up 11% year-on-year."
Tencent Holdings Limited reported its financial results for the second quarter of 2026.Chief Financial Officer John Lo announced that "total revenue was RMB 204.8 billion, up 11% year-on-year" and "Gross profit was RMB 118.4 billion, up 13% year-on-year" for the quarter. On a reported basis for the quarter, "operating profit was RMB 67.3 billion, up 12% year-on-year". On a non-IFRS basis,
Sea Limited (SE) Announced Q2 2026 Earnings on August 11, 2026, Reporting "Sea generated $7.8 billion in revenue, up 48% year-on-year"
For the second quarter of 2026, Sea Limited reported total GAAP revenue of 7.8 billion dollars, representing an increase of 48 percent year-on-year.Total adjusted EBITDA for the quarter was over 917 million dollars, which was up by 11 percent year-on-year.The company's net income rose by 11 percent year-on-year to 458 million dollars for the second quarter.Looking at individual segments,
CAVA Group, Inc. (CAVA) Announced Q2 2026 Earnings on August 11, 2026, Reporting "CAVA revenue in the second quarter of 2026 grew 31.3% year-over-year to $365.4 million"
CAVA Group, Inc. reported second quarter 2026 revenue of $365.4 million, representing a 31.3 percent increase year-over-year.Same-restaurant sales increased by 9 percent, driven by traffic growth of 5.3 percent.The company reported net income of $23 million and diluted EPS of $0.19 for the second quarter.Adjusted EBITDA for the second quarter was $54.7 million, representing a 30 percent i
Lowe's Companies, Inc. (LOW) Announced Q2 2026 Earnings on August 19, 2026, Reporting "sales of $26 billion"
Lowe's Companies, Inc. reported sales of $26 billion for the second quarter of fiscal 2026, which was up 8.3% from the second quarter of last year.Comparable sales for the second quarter rose 0.2%.The company delivered GAAP diluted earnings per share of $4.27 for the second quarter, and adjusted diluted earnings per share of $4.40 for the second quarter.Gross margin for the second quarter
AECOM (ACM) Announced Q3 2026 Earnings on August 11, 2026, Reporting "full year NSR of approximately $7.3 billion"
AECOM reported financial results for the third quarter of fiscal 2026.The results included a "$337 million pretax charge" during the quarter that was "primarily the result of a delay in delivering a large construction management project." This project-related charge impacted third quarter net service revenue (NSR) and EBITDA by "$337 million," third quarter EPS by "$1.99," and third quart
Target Corporation (TGT) Announced Q2 2027 Earnings on August 19, 2026, Reporting "net sales of $26.5 billion" for the quarter
Target Corporation reported financial results for the second quarter of 2026.For the quarter, net sales of $26.5 billion were 5.3% higher than last year, with comparable sales increasing 3.8% driven by a 3.6% increase in traffic.The company reported a second quarter gross margin rate of 33.7%, which was 4.7 percentage points higher than last year and included a $994 million pretax benefit
Hims & Hers Health, Inc. (HIMS) Announced Q2 2026 Earnings on August 10, 2026, Reporting "In the second quarter, revenue grew nearly 40% year-over-year to more than $753 million."
Hims & Hers Health, Inc. reported that in the second quarter, "revenue grew nearly 40% year-over-year to more than $753 million". U.S. operations generated "$622 million of revenue", representing "domestic revenue growth" of "16% year-over-year", while international revenue increased over 17-fold year-over-year to "$131 million". Adjusted EBITDA for the second quarter was "$60 million
GoDaddy Inc. (GDDY) Announced Q2 2026 Earnings on July 30, 2026, Reporting "total revenue for the quarter grew 7% to $1.3 billion"
GoDaddy Inc. reported its second quarter 2026 financial results, where "total revenue for the quarter grew 7% to $1.3 billion" and "ARR grew 6% to $4.4 billion". Within its segments, the "Applications and Commerce segment grew revenue at 11% to $515 million" with a "Segment EBITDA margin" of "46.8%", and "Core Platform grew 4% to $783 million" with a "Segment EBITDA margin" of "33.4%". Th
Mitsui & Co., Ltd. (MITSY) Announced Q1 2027 Earnings on August 4, 2026, Reporting Record Q1 Profit of JPY 294.1 Billion
Mitsui & Co., Ltd. reported that core operating cash flow, or COCF, increased by JPY 64.6 billion year-on-year to JPY 280.9 billion for the first three months of the fiscal year.Profit for the first three months of the fiscal year increased by JPY 102.5 billion year-on-year to JPY 294.1 billion, reaching a record high for Q1. Revenue and profit margins were not explicitly reported in
Apple Inc. (AAPL) Announced Q3 2026 Earnings on July 30, 2026, Reporting "$109.4 billion in revenue, up 16% from a year ago and a June quarter record"
Apple reported June quarter results for fiscal year 2026, with CEO Tim Cook stating, "Today, Apple is proud to report $109.4 billion in revenue, up 16% from a year ago and a June quarter record." CFO Kevan Parekh reported that products revenue was $78.7 billion, up 18% year-over-year, and services revenue was $30.7 billion, up 12% year-over-year.Parekh stated that "Company gross margin wa
ServiceNow, Inc. (NOW) Announced Q2 2026 Earnings on July 22, 2026, Reporting "Q2 subscription revenues were $3.877 billion"
During the Q2 2026 earnings call, President and Chief Financial Officer Gina Mastantuono reported that Q2 subscription revenues were $3.877 billion, representing 23% year-over-year growth in constant currency.Remaining performance obligations, or RPO, ended the quarter at approximately $29 billion, representing 22% year-over-year constant currency growth.Current RPO was $13.2 billion, rep
Alphabet Inc. (GOOGL) Announced Q2 2026 Earnings on July 22, 2026, Reporting "Consolidated revenues were $119.8 billion"
Alphabet Inc. reported its second quarter 2026 results, with executive Anat Ashkenazi stating that "Consolidated revenues were $119.8 billion" for the quarter, up 24 percent year-over-year.Operating income was $40.8 billion and the operating margin was 34 percent for the second quarter.Net income and earnings per share increased significantly, primarily due to 98 billion dollars in other
Amazon.com, Inc. (AMZN) Announced Q2 2026 Earnings on July 30, 2026, Reporting $200.6 billion in revenue for the quarter.
Amazon.com, Inc. reported worldwide revenue of $200.6 billion for the second quarter of 2026, which represents a 20% increase year-over-year, or a 20% increase excluding the impact of foreign exchange.Worldwide operating income for the quarter was $27.5 billion. In the segment results, North America revenue was $116.2 billion, up 16% year-over-year, with an operating income of $9.1 billio
Spotify Technology S.A. (SPOT) Announced Q2 2026 Earnings on August 4, 2026, Reporting "Total revenue was EUR 4.8 billion"
Spotify Technology S.A. reported financial results for the second quarter of 2026.Management reported that "Total revenue was EUR 4.8 billion" for the quarter, growing 15% year-over-year.The company's "operating income of EUR 655 million" was EUR 25 million above guidance, delivering an "operating margin of 13.7%" for the quarter.Additionally, "free cash flow was EUR 797 million in the qu
Tesla, Inc. (TSLA) Announced Q2 2026 Earnings on July 22, 2026, Reporting net income was "positively impacted by a mark-to-market gain of $1 billion on our SpaceX holdings" for the quarter
During the second quarter of 2026, Tesla achieved record deliveries, with sequential growth across the Americas, APAC, and EMEA of 60%, 27%, and 12%, respectively.Automotive gross margins, excluding regulatory credits, declined sequentially from 19.2% to 16.3%, though management noted margins would have been approximately flat when controlling for a $230 million benefit from the prior qua
Coupang, Inc. (CPNG) Announced Q2 2026 Earnings on August 4, 2026, Reporting "total net revenues of $8.9 billion" for the quarter.
Coupang, Inc. reported consolidated financial results for the second quarter of 2026.Total net revenues for the quarter were $8.9 billion, representing growth of 4 percent on a reported basis and 10 percent in constant currency.Consolidated gross profit for the quarter was $2.5 billion, with a gross profit margin of 28.2 percent, which contracted 188 basis points year-over-year but expand
Novo Nordisk A/S (NVO) Announced Q2 2026 Earnings on August 5, 2026, Reporting "adjusted sales increased by 7% at constant exchange rates, reaching DKK 78.5 billion" for the Quarter
Novo Nordisk A/S reported its financial results for the second quarter of 2026, with Chief Financial Officer Karsten Knudsen stating that "adjusted sales increased by 7% at constant exchange rates, reaching DKK 78.5 billion" for the quarter.Knudsen noted that the adjusted gross margin for the second quarter was realized at 78.2 percent, compared to 82.7 percent in the second quarter of 20
Microsoft Corporation (MSFT) Announced Q4 2026 Earnings on July 29, 2026, Reporting "revenue was $90 billion, up 18% and 17% in constant currency" for the quarter.
For the fourth quarter of fiscal year 2026, Microsoft Corporation reported that "revenue was $90 billion, up 18% and 17% in constant currency" for the quarter.Gross margin dollars increased 15% and operating income increased 18% for the quarter.Earnings per share was "$4.74, an increase of 23% when adjusted for the impact from our investment in OpenAI" for the quarter.Company gross margin
Uber Technologies, Inc. (UBER) Announced Q2 2026 Earnings on August 5, 2026, Reporting "non-GAAP EPS growing 35% year-over-year"
Uber Technologies, Inc. reported that for the second quarter of 2026, gross bookings grew 22% year-on-year to more than $58 billion, marking the company's fourth consecutive quarter above 20% growth. CEO Dara Khosrowshahi announced that non-GAAP EPS grew 35% year-over-year, and trailing 12-month free cash flow exceeded $10 billion for the first time in the company's history. CFO Balaji Kr
MercadoLibre, Inc. (MELI) Announced Q2 2026 Earnings on August 5, 2026, Reporting "Net revenue surpassed $10 billion for the first time, growing 50% year-on-year"
MercadoLibre, Inc. reported its Q2 2026 financial results, announcing that "Net revenue surpassed $10 billion for the first time, growing 50% year-on-year" for the quarter.The company delivered "Income from operations was $683 million, with a margin of 6.7%". Management explained that the quarter's EBIT margin "was down 550 basis points year-on-year" as they continue to "prioritize long-t
Axon Enterprise, Inc. (AXON) Announced Q2 2026 Earnings on August 5, 2026, Reporting Revenue of $904 million, up 35% year-over-year for the Quarter.
In the second quarter of 2026, Axon Enterprise, Inc. reported revenue of $904 million for the quarter, which represents an increase of 35% year-over-year.Software & Services revenue increased 36% year-over-year to $398 million for the quarter, with the AI Era Plan growing "almost 700%". Connected Devices revenue grew 35% to $507 million for the quarter, and Platform Solutions revenue
Airbnb, Inc. (ABNB) Announced Q2 2026 Earnings on August 6, 2026, Reporting "Revenue grew 17% year-over-year to $3.6 billion" for the Quarter.
Airbnb, Inc. reported its financial results for the second quarter of 2026.Chief Financial Officer Ellie Mertz reported that for the Quarter, revenue "grew 17% year-over-year to $3.6 billion," which "exceeded the high end of our outlook". For the Quarter, she stated that "net income was $816 million" and "adjusted EBITDA was $1.3 billion, representing an adjusted EBITDA margin of 35%". Th
Datadog, Inc. (DDOG) Announced Q2 2026 Earnings on August 6, 2026, Reporting "revenue was $1.12 billion, an increase of 36% year-over-year"
Datadog, Inc. reported its financial results for the second quarter of fiscal year 2026.For the second quarter, revenue was $1.12 billion, representing an increase of 36% year-over-year.Second quarter gross profit was $892 million for a gross margin of 79.6%.Second quarter non-GAAP operating income was $257 million, representing a 23% operating margin.Additionally, the company generated s
UnitedHealth Group Incorporated (UNH) Announced Q2 2026 Earnings on July 16, 2026, Reporting "Total revenues were $112 billion"
UnitedHealth Group Incorporated reported its second quarter 2026 results.Management stated, "Total revenues were $112 billion" for the quarter.The company reported "adjusted earnings per share of $6.38" for the quarter and "operating earnings of $8 billion" which "grew 55% year-over-year". Management noted, "Our reported medical care ratio of 86.7% includes $860 million of net favorable p
Taiwan Semiconductor Manufacturing Company Limited (TSM) Announced Q2 2026 Earnings on July 16, 2026, Reporting "revenue of USD 40.2 billion".
Taiwan Semiconductor Manufacturing Company Limited reported its financial results for the second quarter of 2026.Management stated they concluded the second quarter with "revenue of USD 40.2 billion". Second quarter gross margin was 67.7%.Advanced technology accounted for 77% of wafer revenue.The company noted that 2-nanometer process technology contributed 3% of wafer revenue in the seco
J.B. Hunt Transport Services, Inc. (JBHT) Announced Q2 2026 Earnings on July 15, 2026, Reporting "total revenue increased 19%".
On a GAAP basis for the second quarter, "total revenue increased 19%, operating income improved 32% and diluted earnings per share improved 45% compared to the prior year period". Management reported that over the past year, the company has "removed over $135 million of structural costs". During the quarter, the Intermodal segment set a "quarterly volume record with over 578,000 loads", w
Johnson & Johnson (JNJ) Announced Q2 2026 Earnings on July 15, 2026, Reporting "Worldwide sales were $25.3 billion for the quarter."
Johnson & Johnson reported its second quarter 2026 financial results, stating that worldwide sales were $25.3 billion for the quarter, which represents a sales increase of 5.6 percent.Net earnings for the quarter were $5.5 billion, with diluted earnings per share of $2.27.Adjusted net earnings reached $7.1 billion for the quarter, and adjusted diluted earnings per share were $2.90.The
Elevance Health, Inc. (ELV) Announced Q2 2026 Earnings on July 15, 2026, Reporting "Operating revenue totaled $49.8 billion" for the Quarter.
Elevance Health reported second quarter operating revenue that totaled $49.8 billion.Second quarter adjusted diluted earnings per share were $7.45.Operating cash flow totaled $1.9 billion in the quarter, and days in claims payable were 45.4 days as of June 30.During the quarter, the company recorded a net below-the-line benefit of $0.80 per share, which management intends to use to fund o
ASML Holding N.V. (ASML) Announced Q2 2026 Earnings on July 15, 2026, Reporting "total net sales were EUR 9.3 billion"
For the second quarter of 2026, ASML reported that "total net sales were EUR 9.3 billion". Management noted that "Gross margin for the quarter was above our guidance at 54%". The company stated that "Net income in Q2 was EUR 2.9 billion" and resulted in "earnings per share of EUR 7.59". ASML additionally reported that "free cash flow in Q2 was EUR 1.3 billion".During the call, management
The Goldman Sachs Group, Inc. (GS) Announced Q2 2026 Earnings on July 14, 2026, Reporting "record revenues of $20.3 billion".
The Goldman Sachs Group, Inc. reported second quarter 2026 "record revenues of $20.3 billion, record earnings per share of $20.98 and an ROE of 23.5% and an ROTE of 25.5%". For the second quarter, management stated "Global Banking & Markets revenues were a record $15.5 billion in the second quarter". Additionally, "Asset & Wealth Management revenues were up 20% year-over-year to $
Wells Fargo & Company (WFC) Announced Q2 2026 Earnings on July 14, 2026, Reporting "Revenue grew 9% from a year ago."
Wells Fargo & Company reported its second quarter 2026 results.Chief Executive Officer Charles Scharf stated, "We grew diluted earnings per share to $2 in the second quarter, up 25% from a year ago." He also noted that "Revenue grew 9% from a year ago." Chief Financial Officer Michael Santomassimo added that "Our earnings increased 17% from a year ago to $6.4 billion." Santomassimo hi
JPMorgan Chase & Co. (JPM) Announced Q2 2026 Earnings on July 14, 2026, Reporting "net income of $16.9 billion"
JPMorgan Chase & Co. reported second quarter 2026 "net income of $16.9 billion", "EPS of $6.14", and an "ROTCE of 23%". Excluding significant items, quarter revenue was up 15% year-on-year.Expenses for the quarter of $27.3 billion were up 15% year-on-year.Credit costs for the quarter were $2.5 billion, featuring net charge-offs of $2.4 billion and a net reserve build of $149 million.T
Bank of America Corporation (BAC) Announced Q2 2026 Earnings on July 14, 2026, Reporting "Our revenue grew 15% year-over-year to $31.6 billion"
For the second quarter of 2026, Bank of America Corporation reported strong financial results.Executive Brian Moynihan stated, "Our revenue grew 15% year-over-year to $31.6 billion" and "Our net income was $9.1 billion, up 27% from last year". He also noted that "Our EPS increased 34% to $1.21 a share". The company generated a "return on tangible common equity of 17%" and "delivered 6.6%
PepsiCo, Inc. (PEP) Announced Q2 2026 Earnings on July 9, 2026, Reporting "net revenue of the company grew 7% in the first half of the year".
For the first half of the year, management reported that "net revenue of the company grew 7% in the first half of the year" and "Reported EPS grew 6% in the first half". Globally, the company stated, "we've grown global volumes, 3% in foods and 2% in beverages". In the international segment, the "second quarter operating margin grew by a full point". However, in the PBNA segment, "operati
FactSet Research Systems Inc. Announced Q3 2026 Earnings on July 1, 2026, Reporting "Revenue was $622.9 million, representing 6.4% growth over the previous year"
FactSet Research Systems Inc. reported its third quarter fiscal 2026 financial results, stating that organic ASV accelerated to 7.1% year-over-year, exceeding $2.48 billion.Third quarter revenue was $622.9 million, representing 6.4% growth over the previous year.Adjusted operating income was $211.8 million, representing a 34% margin for the quarter.Adjusted EPS grew 6.1% to $4.53.Manageme
NIKE, Inc. (NKE) Announced Q4 2026 Earnings on June 30, 2026, Reporting "revenues were down 1% on a reported basis and down 4% on a currency-neutral basis."
For the fourth quarter of fiscal 2026, Executive Vice President and Chief Financial Officer Matt Friend stated that "revenues were down 1% on a reported basis and down 4% on a currency-neutral basis." Friend noted that "Nike Direct was down 9%, with Nike Digital declining 12% and Nike Stores down 7%", while "Wholesale grew 1%." The company reported that "Gross margin was 49.2%, up 890 bas
Micron Technology, Inc. (MU) Announced Q3 2026 Earnings on June 24, 2026, Reporting Total fiscal Q3 revenue was $41.5 billion.
In fiscal Q3 2026, CFO Mark Murphy reported that Total fiscal Q3 revenue was $41.5 billion, up 74% sequentially and up 346% year-over-year.Fiscal Q3 DRAM revenue was a record $31.3 billion, and fiscal Q3 NAND revenue was a record $9.9 billion.The company generated an operating income of $33.7 billion in fiscal Q3, with a consolidated gross margin for fiscal Q3 of 84.9%.Non-GAAP diluted ea
Adobe Inc. (ADBE) Announced Q2 2026 Earnings on June 11, 2026, Reporting "$6.62 billion in revenue in Q2"
For the second quarter of fiscal 2026, CEO Shantanu Narayen stated that Adobe achieved "$6.62 billion in revenue in Q2". GAAP earnings per share for the quarter was $4.25, and non-GAAP earnings per share was $5.96.Senior Vice President Steve Day noted that cash flows from operations in the quarter were $2.17 billion, and total Adobe ending ARR reached $27.1 billion, which included approxi
Oracle Corporation (ORCL) Announced Q4 2026 Earnings on June 10, 2026, Reporting "Revenue was $19.2 billion"
Oracle Corporation reported its fourth quarter and full fiscal year 2026 results.For the quarter, management stated that revenue was $19.2 billion.Cloud infrastructure revenue grew 93 percent, and net operating income increased 22 percent in U.S. dollars to $8.6 billion.For the full year, the company reported surpassing revenues of $67 million for the first time, generating a non-GAAP ope
lululemon athletica inc. (LULU) Announced Q1 2026 Earnings on June 4, 2026, Reporting "total net revenue rose 4% or 2% in constant currency to $2.5 billion"
For the first quarter, Interim Co-CEO and CFO Meghan Frank reported "total net revenue rose 4% or 2% in constant currency to $2.5 billion". Gross profit for the first quarter was $1.34 billion or 54.2% of net revenue.Operating income for the quarter was $277 million, or 11.2% of net revenue.Net income for the quarter was $195 million, or $1.69 per diluted share.Inventory at the end of the
ServiceTitan, Inc. Announced Q1 2027 Earnings on June 4, 2026, Reporting "Q1 total revenue of $268.8 million grew 25% year-over-year."
ServiceTitan, Inc. reported its fiscal first quarter 2027 results.For the quarter, management stated, "Q1 total revenue of $268.8 million grew 25% year-over-year." The company reported "Subscription revenue of $202 million" and "Usage revenue grew 29% year-over-year to $58.5 million." Furthermore, management noted "Q1 operating income of $40.8 million resulted in operating margin of 15.2%
Veeva Systems Inc. (VEEV) Announced Q1 2027 Earnings on June 3, 2026, Reporting "Total revenue in the quarter was $883 million"
Veeva Systems Inc. reported fiscal 2027 first quarter financial results.For the quarter, management stated that "Total revenue in the quarter was $883 million with non-GAAP operating income of $395 million." Management also noted that the first quarter EBIT margin arrived at 45 percent.During the call, management introduced Veeva Falcon, describing it as the next chapter of their industry
Broadcom Inc. (AVGO) Announced Q2 2026 Earnings on June 3, 2026, Reporting "total revenue reached a record $22.2 billion"
In Q2 2026, Broadcom reported total revenue reached a record $22.2 billion, up 48 percent year-on-year. Q2 operating margin was a record 67 percent, and adjusted EBITDA was 69 percent of revenue, or $15.2 billion.Free cash flow in the quarter was a record $10.3 billion, representing 46 percent of revenue.The Semiconductor Solutions segment generated a record $15 billion in Q2 revenue, dri
CrowdStrike Holdings, Inc. (CRWD) Announced Q1 2027 Earnings on June 3, 2026, Reporting "total revenue of $1.39 billion"
CrowdStrike Holdings, Inc. reported first quarter fiscal 2027 total revenue of $1.39 billion, an increase of 26% over the first quarter of last year.First quarter non-GAAP operating income was $325.7 million, representing a non-GAAP operating margin of 24%.The company generated record free cash flow of $468.5 million, or 34% of revenue, for the quarter.CrowdStrike achieved record first qu
Medtronic plc (MDT) Announced Q4 2026 Earnings on June 3, 2026, Reporting "$9.8 billion in revenue" for the fourth quarter
Medtronic reported "$9.8 billion in revenue" for the fourth quarter of fiscal 2026, up "9.9% on a reported basis and 6.6% organically." For the full fiscal year, the company "delivered 36.4billioninrevenue."MedtronicreportedfourthquarteradjustedEPSof"1.55" and full fiscal year 2026 adjusted EPS of "$5.53." The company also reported an "adjusted gross margin was 65.4%" for the quarter and
GitLab Inc. (GTLB) Announced Q1 2027 Earnings on June 2, 2026, Reporting "Revenue of $264 million, growth of 23%"
GitLab Inc. reported its first quarter fiscal year 2027 financial results, with management stating "Revenue of $264 million, growth of 23%" and "operating profit of $38 million and a 14% non-GAAP operating margin" for the quarter.For the first quarter, adjusted free cash flow was $147 million, representing a free cash flow margin of 56%.Management also highlighted that they ended the quar
Palo Alto Networks, Inc. (PANW) Announced Q3 2026 Earnings on June 2, 2026, Reporting "Total revenue for the quarter was $3 billion".
Palo Alto Networks reported that "Total revenue for the quarter was $3 billion, growing 31% year-over-year". Management noted that the company "delivered $8.13 billion in NGS ARR during the third quarter". For the quarter, "diluted non-GAAP EPS... reached $0.85" and the company "generated adjusted free cash flow of $910 million". Additionally, "Total gross margin for the quarter was 75.8%
Dollar General Corporation (DG) Announced Q1 2027 Earnings on June 2, 2026, Reporting "Net sales for the quarter increased 3.4% to $10.8 billion"
For the first quarter, executives reported that "Net sales for the quarter increased 3.4% to $10.8 billion" and "Same-store sales increased 2% during the quarter". Management highlighted that "For Q1, gross profit as a percentage of sales was 31.6%, an increase of 65 basis points". Additionally, "Operating profit for the first quarter increased 10.8% to $638.5 million" and "EPS for the qu
Costco Wholesale Corporation (COST) Announced Q3 2026 Earnings on May 28, 2026, Reporting Net sales for the third quarter were $69.15 billion
Costco Wholesale Corporation reported net income for the third quarter of 2026 at $2.192 billion, or $4.93 per diluted share.Net sales for the third quarter were $69.15 billion, an increase of 11.6 percent from $61.96 billion in the third quarter of 2025.Comparable sales were up 9.8 percent.The company reported membership fee income of $1.373 billion. At the end of the third quarter, the
Dell Technologies Inc. (DELL) Announced Q1 2027 Earnings on May 28, 2026, Reporting "Revenue was $43.8 billion"
Dell Technologies Inc. reported its first quarter financial results, stating that revenue was $43.8 billion, up 88 percent.Diluted earnings per share was $4.86, up 214 percent for the quarter.Management noted the company delivered a record first quarter cash flow from operations of $4.1 billion.Gross margin dollars grew 57 percent to $7.9 billion, with a gross margin rate of 18.1 percent.
MongoDB, Inc. (MDB) Announced Q1 2027 Earnings on May 28, 2026, Reporting "total revenue of $688 million, up 25% year-over-year"
MongoDB reported total revenue of $688 million in the first quarter of fiscal 2027, representing a 25% increase year-over-year.Atlas consumption revenue grew 29.4% year-over-year, accounting for approximately 75% of total first quarter revenue, adding a record $117 million. EA and Other revenue grew 13% year-over-year in the first quarter.The company delivered first quarter non-GAAP incom
XPeng Inc. (XPEV) Announced Q1 2026 Earnings on May 28, 2026, Reporting "total revenues were RMB 13.03 billion for the first quarter of 2026".
XPeng Inc. reported its financial results for the first quarter of 2026, noting that total revenues were RMB 13.03 billion for the first quarter of 2026.Revenues from vehicle sales were $11 billion for the first quarter of 2026, while revenues from services and others were $2.03 billion for the first quarter of 2026.Gross margin was 20.6 percent for the first quarter of 2026, and vehicle
Salesforce, Inc. (CRM) Announced Q1 2027 Earnings on May 27, 2026, Reporting " Revenue was $11.13 billion "
Salesforce reported Q1 revenue of " $11.13 billion " and delivered " $6.7 billion " in Q1 operating cash flow.The current remaining performance obligation ended the first quarter at " $33.6 billion ". Management noted a Q1 non-GAAP operating margin of " 34.8% " and a Q1 GAAP operating margin of " 21.1% ". The company also commenced a " $25 billion accelerated share repurchase " program, w
Snowflake Inc. (SNOW) Announced Q1 2027 Earnings on May 27, 2026, Reporting "Product revenue came in at $1.334 billion with growth accelerating to 34% year-over-year"
Financial Results For the first quarter of fiscal 2027, Snowflake reported product revenue of $1.334 billion, representing 34% year-over-year growth.The company achieved a net revenue retention rate of 126%.First quarter non-GAAP operating margin expanded over 300 basis points year-over-year to 12%.Remaining performance obligations grew 38% year-over-year in the first quarter.During the q
Zscaler, Inc. (ZS) Announced Q3 2026 Earnings on May 26, 2026, Reporting "Revenue of $850 million grew 25% year-over-year"
Zscaler, Inc. reported financial results for the third quarter of fiscal 2026.Revenue for the quarter was $850 million, growing 25 percent year-over-year.Total annual recurring revenue was $3.5 billion, representing 25 percent year-over-year growth.Non-GAAP operating income was $196 million, with a non-GAAP operating margin of 23 percent.The company generated a free cash flow margin of 16
PDD Holdings Inc. (PDD) Announced Q1 2026 Earnings on May 27, 2026, Reporting "total revenues increased 11% year-over-year to RMB 106.2 billion".
For the first quarter of 2026, PDD Holdings Inc. reported that total revenues increased 11% year-over-year to RMB 106.2 billion.This growth was mainly driven by revenues from transaction services, which reached RMB 56.3 billion, up 20% from the same quarter last year.Revenues from online marketing services and others for the quarter were RMB 49.9 billion.The company reported a GAAP operat
Workday, Inc. (WDAY) Announced Q1 2027 Earnings on May 21, 2026, Reporting "Subscription revenue in Q1 was $2.354 billion, up 14%."
Workday reported its Q1 fiscal 2027 results, highlighting that subscription revenue in Q1 was $2.354 billion, up 14%.Total revenue in Q1 was $2.542 billion, a growth of 13%.The company reported non-GAAP operating income for the first quarter was $809 million, representing a non-GAAP operating margin of 31.8%.Free cash flow for the quarter was $616 million, growth of 46%.The 12-month subsc
Zoom Communications, Inc. (ZM) Announced Q1 2027 Earnings on May 21, 2026, Reporting "total revenue grew 5.5% year-over-year to $1.24 billion".
Zoom Communications, Inc. reported its first quarter fiscal year 2027 financial results, noting that in Q1 total revenue grew 5.5% year-over-year to $1.24 billion.The enterprise segment saw revenue growing 7.2% year-over-year, representing 61% of total Q1 revenue.Non-GAAP income from operations grew 9% year-over-year to $509 million, which yielded a non-GAAP operating margin of 41.1% for
Deere & Company (DE) Announced Q2 2026 Earnings on May 21, 2026, Reporting "Net sales and revenues were up 5% to $13.369 billion"
For the second quarter, Deere reported that "Net sales and revenues were up 5% to $13.369 billion, while net sales for the equipment operations were up 5% to $11.778 billion". Management noted an "equipment operations margin of 16.9%". For the quarter, "Net income attributable to Deere & Company was $1.773 billion or $6.55 per diluted share". The company also "recognized a recovery of
Intuit Inc. (INTU) Announced Q3 2026 Earnings on May 20, 2026, Reporting "revenue of $8.6 billion, up 10%"
Intuit reported third quarter fiscal 2026 financial results with revenue of $8.6 billion, up 10% for the quarter. GAAP operating income for the quarter was $4 billion versus $3.7 billion last year, and non-GAAP operating income was $4.7 billion versus $4.3 billion last year. GAAP diluted earnings per share for the quarter was $11.09 versus $10.02 a year ago, and non-GAAP diluted earnings
NVIDIA Corporation (NVDA) Announced Q1 2027 Earnings on May 20, 2026, Reporting "Total revenue of $82 billion was up 85% year-over-year and 20% sequentially".
NVIDIA Corporation reported its first quarter fiscal 2027 financial results, delivering total revenue of $82 billion, which was up 85% year-over-year and 20% sequentially.Data center revenue of $75 billion was up 92% year-over-year and 21% sequentially.The company generated record free cash flow of $49 billion for the first quarter, up from $35 billion in Q4. GAAP gross margin was 74.9% a
Lowe's Companies, Inc. (LOW) Announced Q1 2026 Earnings on May 20, 2026, Reporting "Sales for the first quarter were $23.1 billion"
Lowe's Companies, Inc. reported first quarter sales of $23.1 billion, with comparable sales increasing 0.6%.The company generated GAAP diluted earnings per share of $2.90 and adjusted diluted earnings per share of $3.03 for the quarter.Gross margin for the first quarter was 32.7%, and the adjusted operating margin rate was 11.5%.Additionally, the company generated $2.8 billion in free cas
Walmart Inc. (WMT) Announced Q1 2027 Earnings on May 21, 2026, Reporting "Consolidated revenue in constant currency increased nearly $10 billion".
For the first quarter, management stated that "Consolidated revenue in constant currency increased nearly $10 billion". They reported "First quarter adjusted operating income growth in constant currency of approximately 5%" alongside a "gross margin expansion of 29 basis points". The company noted it absorbed "approximately $175 million or about 250 basis points of operating income growth
Target Corporation (TGT) Announced Q1 2027 Earnings on May 20, 2026, Reporting "net sales of $25.4 billion"
During the first quarter, management reported that "net sales of $25.4 billion were 6.7% higher than last year." The company reported first quarter GAAP and adjusted EPS of $1.71.First quarter gross margin rate was 29%, and the first quarter operating margin rate was 4.5%.First-party digital sales grew nearly 9%, led by growth in same-day delivery of more than 27%. On the Target Plus thir
CAVA Group, Inc. (CAVA) Announced Q1 2026 Earnings on May 19, 2026, Reporting "CAVA revenue in the first quarter of 2026 grew 32.2% year-over-year to $434.4 million"
CAVA Group, Inc. reported first quarter 2026 revenue of $434.4 million, representing a 32.2% increase year-over-year.Same-restaurant sales increased 9.7%, driven by traffic growth of 6.8%.The company reported net income of $23.6 million for the first quarter and diluted EPS of $0.20.Adjusted EBITDA for the quarter was $61.7 million, a 37.6% increase over the prior year period. CAVA restau
The Home Depot, Inc. (HD) Announced Q1 2027 Earnings on May 19, 2026, Reporting Sales for the first quarter were $41.8 billion
The Home Depot, Inc. reported sales for the first quarter were $41.8 billion, representing an increase of 4.8% from the same period last year.Total company comparable sales for the first quarter increased 0.6% and U.S. comparable sales increased 0.4%.Diluted earnings per share for the first quarter were $3.30, and adjusted diluted earnings per share were $3.43.The company reported a gross
Baidu, Inc. (BIDU) Announced Q1 2026 Earnings on May 18, 2026, Reporting "Total revenue of Baidu was RMB 32.1 billion"
In Q1 2026, Baidu reported that total revenue of Baidu was RMB 32.1 billion.Revenue from Baidu General business was RMB 26.0 billion, and revenue from Baidu Core AI-powered business exceeded RMB 13 billion for the quarter.Operating income was RMB 3.2 billion with an operating margin of 10 percent, while non-GAAP operating income was RMB 3.8 billion with a non-GAAP operating margin of 12 p
Nu Holdings Ltd. (NU) Announced Q1 2026 Earnings on May 14, 2026, Reporting "record revenue, reaching $5 billion for the first time in our history"
Nu Holdings Ltd. reported a "quarter 1 historical high net income of $871 million" and "record revenue, reaching $5 billion for the first time in our history". The company achieved a "record low efficiency ratio below 18%", which officially reached "17.6% on a reported basis" for the quarter.The gross profit line "closed at $1.88 billion in the quarter", and net interest income reached a
Birkenstock Holding plc Announced Q2 2026 Earnings on May 13, 2026, Reporting "second quarter revenues of EUR 618 million".
Birkenstock Holding plc reported "second quarter revenues of EUR 618 million" for fiscal 2026.This represented a "growth of 8% on a reported basis" and 14% in constant currency.The adjusted gross profit margin for the quarter was 54.6%.Management reported "Adjusted EBITDA in the second quarter of EUR 198 million" with an adjusted EBITDA margin of 32.1%.Adjusted net profit for the quarter
Tencent Holdings Limited (TCEHY) Announced Q1 2026 Earnings on May 13, 2026, Reporting "total revenue was RMB 196.5 billion, up 9% year-on-year."
Tencent Holdings Limited reported its financial results for the first quarter of 2026.Management announced "total revenue was RMB 196.5 billion, up 9% year-on-year". During the first quarter, "Gross profit was RMB 111.3 billion, up 11% year-on-year" and "Overall gross margin was 57%, up 1 percentage point year-on-year". Executives highlighted that "Free cash flow was RMB 56.7 billion, up
Alibaba Group Holding Limited (BABA) Announced Q4 2026 Earnings on May 13, 2026, Reporting "total revenue was RMB 243.4 billion".
Alibaba Group Holding Limited reported its financial results for the quarter, stating that "total revenue was RMB 243.4 billion". Management noted that "Our GAAP net income was RMB 23.5 billion, an increase of 96%", while "Total adjusted EBITA decreased 84%" primarily due to strategic investments in technology businesses, quick commerce and user experience.For the quarter, the company rep
Brookfield Corporation (BN) Announced Q1 2026 Earnings on May 14, 2026, Reporting "Distributable earnings were $1.6 billion for the quarter"
Brookfield Corporation reported "Distributable earnings were $1.6 billion for the quarter" and $6 billion over the last 12 months.Distributable earnings before realizations for the quarter were $1.4 billion or $0.59 per share, representing a 7% increase over the prior year quarter.The Asset Management business generated $765 million of distributable earnings or $0.32 per share for the qua
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