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
ServiceTitan, Inc. (TTAN) Announced Q2 2027 Earnings on September 8, 2026, Reporting "Q2 total revenue of $292.8 million grew 21% year-over-year."
ServiceTitan, Inc. reported its fiscal second quarter 2027 financial results.For the quarter, the company reported that Q2 total revenue of $292.8 million grew 21% year-over-year.Subscription revenue for the quarter was $212.4 million, growing 22% year-over-year, and usage revenue for the quarter grew 24% year-over-year to $72.1 million.The company reported that Q2 operating income of $44
Dell Technologies Inc. (DELL) Announced Q2 2027 Earnings on September 1, 2026, Reporting "Revenue was $47 billion, up 58%"
Dell Technologies Inc. reported its fiscal year 2027 second quarter financial results, stating that total revenue was up 58 percent to 47 billion dollars.Gross margin dollars grew 78 percent to 9.9 billion dollars, with a gross margin rate of 21.1 percent.Non-GAAP operating income grew 160 percent to 5.9 billion dollars, representing 12.6 percent of revenue, and net income was up 189 perc
Medtronic plc (MDT) Announced Q1 2027 Earnings on September 1, 2026, Reporting "revenue of $9.8 billion" for the first quarter
Medtronic plc reported first quarter fiscal year 2027 financial results, including "revenue of $9.8 billion" for the quarter, up "13.7% on both the reported and organic basis." This performance "benefited from the extra selling week, which we estimate contributed approximately $570 million or 670 basis points to total organic enterprise revenue growth." The company delivered first quarter
GitLab Inc. (GTLB) Announced Q2 2027 Earnings on September 1, 2026, Reporting "Revenue was $286.3 million, up 21% year-over-year"
Management noted that "Q2 was an exceptional quarter", reporting that second quarter total revenue was $286.3 million, up 21% year-over-year, and non-GAAP operating income was $42.6 million, representing a 15% operating margin.Non-GAAP gross margin was 86.5%.For the second quarter, adjusted free cash flow was $9.8 million, representing a 3% margin, and the company ended the quarter with $
Palo Alto Networks, Inc. (PANW) Announced Q4 2026 Earnings on September 1, 2026, Reporting "revenue grew 34% to $3.41 billion in the fourth quarter" for the Quarter.
Palo Alto Networks reported "total revenue grew 34% to $3.41 billion in the fourth quarter" of fiscal year 2026.For the full fiscal year 2026, "revenue reached $11.5 billion, up 24% year-over-year." Performance metrics for the fourth quarter included "Q4 non-GAAP EPS of $1.02" and "Q4 non-GAAP operating margin came in at 29.6%." For the fourth quarter, the company reported "adjusted free
Snowflake Inc. (SNOW) Announced Q2 2027 Earnings on September 2, 2026, Reporting "Product revenue came in at $1.49 billion with growth accelerating to 37% year-over-year"
Financial Results For the second quarter of fiscal 2027, Snowflake reported product revenue of $1.49 billion, representing 37% year-over-year growth, which marks the company's third straight quarter of product revenue acceleration.Remaining performance obligations grew 30% year-over-year to reach $9 billion, with approximately 54% expected to be recognized as revenue in the next 12 months
Broadcom Inc. (AVGO) Announced Q3 2026 Earnings on September 2, 2026, Reporting "Consolidated revenue was a record $29.6 billion for the quarter, up 86% year-on-year"
Broadcom reported consolidated revenue of a record $29.6 billion for the third quarter of fiscal year 2026, representing an increase of 86% year-on-year.Gross margin for the quarter was 75% of revenue, which was down 210 basis points sequentially as AI semiconductor revenue was a greater proportion of the total revenue mix. Q3 operating income was a record $20.1 billion, representing an i
MongoDB, Inc. (MDB) Announced Q2 2027 Earnings on September 1, 2026, Reporting "Total revenue in the second quarter was $771.8 million representing 30% year-over-year growth"
MongoDB reported strong financial results for the second quarter of fiscal year 2027.Michael Berry stated that "Total revenue in the second quarter was $771.8 million representing 30% year-over-year growth" compared to 24% growth in the year-ago period.Atlas revenue grew approximately 29% year-over-year, marking the sixth straight quarter of year-over-year dollar growth, adding a "record
Zscaler, Inc. (ZS) Announced Q4 2026 Earnings on September 3, 2026, Reporting "Q4 revenue was $898 million, up 25% year-over-year"
Zscaler, Inc. reported financial results for the fourth quarter and full fiscal year 2026.For the fourth quarter, revenue was $898 million, representing an increase of 25 percent year-over-year and 6 percent sequentially.Non-GAAP operating income for the fourth quarter was $218 million, up 37 percent year-over-year, with a record non-GAAP operating margin of 24.3 percent and non-GAAP gros
lululemon athletica inc. (LULU) Announced Q2 2026 Earnings on September 3, 2026, Reporting "total net revenue decreased 4% or 5% in constant currency to $2.4 billion"
For the second quarter of 2026, interim Co-CEO and CFO Meghan Frank reported that "total net revenue decreased 4% or 5% in constant currency to $2.4 billion" for the quarter and "comparable sales decreased 10%" for the quarter.She stated "gross profit for the second quarter was $1.46 billion, or 60.5% of net revenue" and "operating income for the quarter was $454 million, or 18.8% of net
Workday, Inc. (WDAY) Announced Q2 2027 Earnings on August 27, 2026, Reporting "Subscription revenue in Q2 was $2.471 billion, up 14%"
Workday, Inc. reported its second quarter fiscal year 2027 results.Subscription revenue in Q2 was $2.471 billion, up 14%.Professional services revenue was $178 million, resulting in total revenue of $2.649 billion, growth of 13%.Non-GAAP operating income was $824 million for the quarter, representing a non-GAAP operating margin of 31.1%.Operating cash flow totaled $520 million in the quar
Dollar General Corporation (DG) Announced Q2 2026 Earnings on August 27, 2026, Reporting "Net sales for the quarter increased 5.2% to $11.3 billion"
For the second quarter of 2026, Dollar General reported that "Net sales for the quarter increased 5.2% to $11.3 billion" compared to net sales of "$10.7 billion in last year's second quarter". Management stated that "Same-store sales increased 3.5% during the quarter" which was driven by customer traffic growth of "2%" and average basket growth of "1.5%". "For Q2, gross profit as a percen
NVIDIA Corporation (NVDA) Announced Q2 2027 Earnings on August 26, 2026, Reporting "Total revenue of $96 billion more than doubled year-over-year as growth accelerated for the fourth consecutive quarter"
NVIDIA Corporation reported financial results for the second quarter of fiscal year 2027.Executive Vice President and Chief Financial Officer Colette Kress announced "record revenue, operating income and EPS". Total revenue for the second quarter was reported as "$96 billion," which "more than doubled year-over-year as growth accelerated for the fourth consecutive quarter". The Data Cente
Salesforce, Inc. (CRM) Announced Q2 2027 Earnings on August 26, 2026, Reporting "Q2 revenue came in at $11.35 billion"
Salesforce delivered record second-quarter financial results. Q2 revenue came in at "$11.35 billion", which was up 11% year-over-year.Subscription and support revenue was "$10.82 billion", up 12% year-over-year in nominal and 11% in constant currency.Current remaining performance obligation ended the quarter at "$33.5 billion", up 14% in constant currency.The company achieved a Q2 non-GAA
Veeva Systems Inc. (VEEV) Announced Q2 2027 Earnings on August 26, 2026, Reporting "Total revenue in the quarter was $928 million"
Veeva Systems Inc. reported fiscal 2027 second quarter financial results, which delivered results ahead of guidance.For the quarter, management stated that "Total revenue in the quarter was $928 million, with non-GAAP operating income of $416 million." Management also highlighted that the quarter represented their best CRM quarter ever. In commercial subscriptions, revenue grew about 13 p
CrowdStrike Holdings, Inc. (CRWD) Announced Q2 2027 Earnings on August 26, 2026, Reporting "total revenue growth accelerated for the fifth consecutive quarter, reaching $1.47 billion, up 26% year-over-year"
CrowdStrike Holdings, Inc. reported total revenue of $1.47 billion for the fiscal second quarter of 2027, representing 26% growth year-over-year, with second quarter subscription revenue reaching $1.40 billion, up 27% year-over-year.The company delivered a record second quarter with net new ARR of $333 million, representing 51% growth year-over-year, which brought ending ARR to $5.84 bill
Intuit Inc. (INTU) Announced Q4 2026 Earnings on August 25, 2026, Reporting "revenue of $4.4 billion, up 14%"
Intuit Inc. reported solid financial results for the fourth quarter and full fiscal year 2026.For the fourth quarter, total company revenue was 4.4 billion dollars, representing an increase of 14 percent year-over-year. GAAP operating income for the quarter was 475 million dollars compared to 339 million dollars in the prior year period, and non-GAAP operating income was 1.4 billion dolla
Zoom Communications, Inc. (ZM) Announced Q2 2027 Earnings on August 25, 2026, Reporting "total revenue grew 4.9% year-over-year to $1.28 billion"
Zoom Communications, Inc. reported its second quarter fiscal year 2027 financial results, noting that "total revenue grew 4.9% year-over-year to $1.28 billion" or "4.7% in constant currency." The enterprise business led this expansion with "enterprise revenue growing 7.8% year-over-year," which represented 62% of Zoom's total revenue.Non-GAAP gross margin for the quarter was 79.1%, while
XPeng Inc. (XPEV) Announced Q2 2026 Earnings on August 24, 2026, Reporting "total revenues were RMB 19.74 billion for the second quarter of 2026".
XPeng Inc. reported total revenues of "RMB 19.74 billion for the second quarter of 2026", which represents "an increase of 8% year-over-year and an increase of 51.5% quarter-over-quarter". Revenues from vehicle sales were "RMB 17.05 billion for the second quarter of 2026", which was "an increase of 1% year-over-year and an increase of 55% quarter-over-quarter". Revenues from services and
PDD Holdings Inc. (PDD) Announced Q2 2026 Earnings on August 24, 2026, Reporting "total revenues increased 8% year-over-year to RMB 112.4 billion" for the Quarter
In the second quarter of 2026, PDD Holdings Inc. reported that total revenues increased 8% year-over-year to RMB 112.4 billion for the quarter.This growth was mainly driven by revenues from transaction services, which were RMB 54.7 billion for the quarter, up 13% from the same quarter last year.Revenues from online marketing services and others for the quarter were RMB 57.6 billion compar
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
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