Earnings coverage

Every published Insight News article. Filter by the archetype of the print, scroll back through the catalogue.

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Fiber optic patch cables connect to a blue patch panel in a data center, reflecting the optical infrastructure powering Lumentum's AI-driven revenue surge.

Lumentum Q4 Revenue Doubles as AI Demand Hits Target Model Early

Revenue surged 109% to $1.01B, beating estimates, while Q1 guidance of $1.25B midpoint signals the company's target model is arriving a quarter ahead of schedule.

Revenue

$1.01B

+109.3%

EPS

$3.23

+267.0%

CoreWeave's data center infrastructure powers a 112% revenue surge to $2.58B in Q2.

CRWV

Beat

Aug 11

CoreWeave Q2 Revenue Doubles, But GAAP Loss Widens on Infrastructure Spend

Revenue surged 112% to $2.58B, beating estimates, as a $104B backlog signals demand; GAAP operating income swung to a loss amid heavy capex.

Revenue

$2.58B

+112.5%

EPS

$-1.14

-90.0%

Super Micro's data center servers power the enterprise mix that drove gross margins to 17.5%.

SMCI

Beat

Aug 11

Super Micro Q4 Revenue Surges 93%, EPS Crushes Estimates

Non-GAAP EPS of $1.70 nearly doubled the $0.92 consensus as gross margins expanded to 17.5% from 9.5% a year ago.

Revenue

$11.12B

+93.2%

EPS

$1.70

+314.6%

Rocket Lab's Electron booster ascends through the night sky, a visual of the launch cadence driving record revenue.

RKLB

Beat

Aug 10

Rocket Lab Q2 Revenue Hits Record, Backlog Surges to $2.36B

Revenue beat estimates by $2.4M, up 62% YoY, as launch and space systems demand accelerates.

Revenue

$234.1M

+62.0%

EPS

$-0.08

+38.5%

HIMS

Beat

Aug 10

Hims & Hers Q2 Revenue Surges 38%, But GAAP Loss Masks Underlying Strength

Revenue beat estimates by $54M as domestic growth re-accelerated and international revenue exploded 17-fold after the Eucalyptus acquisition.

Revenue

$753.2M

+38.2%

EPS

$-0.37

-317.6%

ACMR

Beat

Aug 7

ACM Research Q2 Beats as ECP, Advanced Packaging Surge 168%

Revenue rose 36% YoY to $292.9M, topping estimates by $23.6M, as the company raised its full-year guidance.

Revenue

$292.9M

+36.0%

EPS

$0.61

+10.9%

Atlassian’s cloud infrastructure powers a 31% surge in cloud revenue to $1.21 billion.

TEAM

Beat

Aug 6

Atlassian Q4 Beats by a Mile as Cloud Accelerates and Profitability Arrives

Revenue surged 28% to $1.77B, non-GAAP EPS of $1.87 crushed estimates by 25%, and GAAP operating margin swung positive for the first time in years.

Revenue

$1.77B

+27.6%

EPS

$1.87

+90.8%

Datadog’s observability platform monitors cloud infrastructure across thousands of servers. Revenue surged 36% to $1.12B in Q2, beating consensus by nearly 4%.

DDOG

Beat

Aug 6

Datadog Q2 Beats on Revenue and EPS, Guidance Signals Confidence

Revenue surged 36% to $1.12B, topping estimates, as non-GAAP operating margin hit 23% and customer growth accelerated.

Revenue

$1.12B

+35.6%

EPS

$0.65

+41.3%

A designer works on user interfaces, the core of Figma's platform that drove a 48% revenue surge in Q2.

FIG

Beat

Aug 5

Figma Q2 Beats on Revenue and EPS as AI Monetization Accelerates

Revenue grew 48% YoY to $370.1M, beating estimates, as AI credit adoption and seat expansion drove a third straight quarter of accelerating growth.

Revenue

$370.1M

+48.2%

EPS

$0.08

+4605.9%

IONQ

Beat

Aug 5

IonQ Q2 Revenue Surges 287%, Beats Estimates by Wide Margin

Record $80.1M in revenue, 20% above guidance midpoint, as quantum deployments accelerate and full-year outlook raised to $280M–$290M.

Revenue

$80.0M

+286.8%

EPS

$-0.33

-312.5%

Eli Lilly's Q2 revenue surged 48% to $23.0B, driven by a 91% jump in Mounjaro sales to $9.9B, as the company raised full-year guidance.

LLY

Beat

Aug 5

Eli Lilly Q2 Beats by a Mile as Mounjaro Hits $9.9B, Guidance Raised

Revenue surged 48% to $23.0B, crushing estimates, but $3.03 in IPR&D charges masked underlying EPS strength and narrowed full-year guidance.

Revenue

$22.97B

+47.7%

EPS

$8.38

+32.8%

UBER

Beat

Aug 5

Uber Q2 Beats on EPS as Delivery Surge Offsets Mobility Model Shift

Non-GAAP EPS of $0.81 edged estimates, but the real story is Delivery revenue jumping 28% while Mobility revenue barely budged due to business model changes.

Revenue

$14.19B

+12.2%

EPS

$0.81

+35.0%