Earnings coverage

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

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Crowds gather at Walt Disney World's Magic Kingdom, where the Experiences segment drove 10% revenue growth in Q3.

Disney Q3 Beats on EPS as Experiences and Streaming Drive Growth

Adjusted EPS surged 28% to $2.06, beating estimates, as Experiences revenue grew 10% and Entertainment segment operating income jumped 64%.

Revenue

$25.25B

+6.8%

EPS

$2.06

+28.0%

Kratos' unmanned systems, including tactical drones, are a key growth driver in the KGS segment, which posted 36.4% revenue growth in Q2.

KTOS

Beat

Aug 4

Kratos Q2 Beats on Revenue and EPS, Raises Full-Year Guidance

Revenue surged 30.5% YoY to $458.8M, beating estimates by $48.4M, as KGS segment growth of 36.4% drove the upside.

Revenue

$458.8M

+30.5%

EPS

$0.21

+90.9%

Pinterest's 640 million monthly active users drove an 18% revenue increase in Q2.

PINS

Beat

Aug 4

Pinterest Q2 Beats on Revenue and Users, Buyback Tops $2B

Revenue grew 18% to $1.18B, MAUs hit 640M, and non-GAAP EPS of $0.43 beat estimates by $0.07.

Revenue

$1.18B

+18.2%

EPS

$0.43

+30.3%

ANET

Beat

Aug 4

Arista Networks Q2 2026: First $3B Quarter, Guidance Signals More

Revenue surged 38% YoY to $3.04B, beating estimates by $200M, as non-GAAP operating margin hit 49.9%.

Revenue

$3.04B

+37.7%

EPS

$1.02

+39.7%

BWXT

Beat

Aug 3

BWX Technologies Q2 Beats as Commercial Revenue Surges 72%

Non-GAAP EPS of $1.07 topped estimates by 3%, driven by a tripling of Commercial segment operating income.

Revenue

$901.6M

+18.0%

EPS

$1.07

+4.9%

SNAP

Beat

Aug 3

Snap Q2 Beats on Revenue and EBITDA as Restructuring Takes Hold

Revenue grew 19% YoY to $1.60B, beating estimates, as cost discipline drove Adjusted EBITDA to $250M from $41M.

Revenue

$1.60B

+18.9%

EPS

$-0.10

+37.5%

Palantir’s Q2 revenue surged 93% Y/Y to $1.935B, driven by AI demand that pushed U.S. commercial TCV to a record $2.132B.

PLTR

Beat

Aug 3

Palantir Q2 Crushes Estimates, Raises Full-Year Guidance on AI Demand Surge

Revenue surged 93% Y/Y to $1.935B, beating consensus by $122M, as U.S. commercial TCV hit a record $2.132B.

Revenue

$1.94B

+92.8%

EPS

$0.41

+215.4%

Moderna's Q2 beat was driven by cost cuts and UK government partnership revenue, but a Phase 3 norovirus vaccine miss underscores the pipeline risk beyond COVID.

MRNA

Beat

Jul 31

Moderna Q2 Beats Estimates as Cost Cuts Offset Norovirus Setback

Revenue of $145M topped consensus, and a $0.2B expense reduction improved the cash outlook, but a Phase 3 norovirus miss tempers the pipeline narrative.

Revenue

$145.0M

+2.1%

EPS

$-1.97

+7.5%

Chevron's record U.S. production and refinery throughput drove adjusted EPS of $6.06, beating consensus by 9%.

CVX

Beat

Jul 31

Chevron Q2 Crushes Estimates on Record Production and $8.4B Debt Paydown

Adjusted EPS of $6.06 beat by 9% as U.S. output hit a record and cash flow surged to $22.6B.

Revenue

$67.20B

+51.4%

EPS

$6.06

+242.4%

A customer examines smartphones in a store, reflecting the strong iPhone sales that drove Apple's record Q3 revenue.

AAPL

Beat

Jul 30

Apple Q3 revenue hits $109.4B record, EPS beats on iPhone and tariff refunds

Revenue rose 16% YoY with double-digit growth across iPhone, Mac, and Services; EPS of $2.02 included $0.11 from tariff refunds.

Revenue

$109.42B

+16.4%

EPS

$2.02

+28.7%

Reddit's Q2 ad revenue surged 64% to $762 million, driving a $74 million beat over consensus.

RDDT

Beat

Jul 30

Reddit Q2 Beats by a Mile as Ad Revenue Surges 64%

Revenue of $805M crushed estimates by 10%, net income more than doubled, and Q3 guidance signals the momentum isn't letting up.

Revenue

$804.9M

+61.1%

EPS

$1.25

+177.8%

AWS revenue surged 37% in Q2, but the capital intensity of AI infrastructure drove a $7.6B free cash outflow.

AMZN

Beat

Jul 30

Amazon Q2: AWS Surges 37%, but AI Capex Crushes Free Cash Flow

Revenue and operating income beat estimates, but a $7.6B free cash outflow and $53.4B Anthropic gain complicate the picture.

Revenue

$200.60B

+19.6%

EPS

$5.75

+242.3%