Earnings coverage

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

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

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%

Rivian's R2 launch shifts the company's narrative from survival to scale.

RIVN

Beat

Jul 30

Rivian Q2 Beats on Revenue and Loss as R2 Deliveries Begin

Revenue rose 27% to $1.658B, beating estimates, as the R2 launch and software revenue drove a path to gross profit.

Revenue

$1.66B

+27.2%

EPS

$-0.47

+41.3%

Mastercard's Q2 revenue rose 14% to $9.3B, driven by accelerating gross dollar volume and cross-border transactions.

Beat

Jul 30

Mastercard Q2 Beats on Volume Growth and Operating Leverage

Revenue rose 14% to $9.3B, adjusted EPS jumped 21% to $5.04, as cross-border volume and value-added services accelerated.

Revenue

$9.28B

+14.1%

EPS

$5.04

+21.4%

CROX

Beat

Jul 30

Crocs Q2 Beats as Crocs Brand Tops $1B; Guidance Raised

Crocs Inc. beat Q2 estimates on both revenue and EPS, driven by 12.9% DTC growth at the flagship brand, and raised full-year guidance across all key metrics.

Revenue

$1.18B

+2.6%

EPS

$4.55

+7.6%

HOOD

Beat

Jul 29

Robinhood Q2 Beats on Record Revenue, EPS Surges 48%

Revenue hit $1.31B, up 32% YoY, as transaction-based revenue surged 44% and event contracts exploded 10x.

Revenue

$1.31B

+32.3%

EPS

$0.62

+47.6%

Microsoft's Azure and cloud infrastructure drove a record $90 billion quarter, with Microsoft Cloud revenue up 27%.

MSFT

Beat

Jul 29

Microsoft Q4 FY2026: Cloud and AI Momentum Drive $90B Quarter

Revenue surged 18% to $90 billion, beating estimates by $2.4 billion, as Azure grew 43% and commercial RPO hit $678 billion.

Revenue

$90.01B

+17.7%

EPS

$4.74

+22.8%

Vertiv's power and cooling infrastructure is central to the AI data center buildout that drove Q2 revenue up 24% to $3.27 billion.

VRT

Beat

Jul 29

Vertiv Q2 Beats on AI Demand, Raises Full-Year Guidance Sharply

Adjusted EPS of $1.52 beat estimates by 7%, and the company lifted its full-year outlook across all key metrics.

Revenue

$3.27B

+24.1%

EPS

$1.52

+60.0%

KLA’s process control equipment, like this patterned silicon wafer, is central to the AI infrastructure buildout that drove Q4 revenue to $3.66B.

KLAC

Beat

Jul 28

KLA Q4 Beats as AI Infrastructure Demand Accelerates

Revenue of $3.66B topped estimates by 1.6%, with guidance for Q1 pointing to continued strength through calendar 2026.

Revenue

$3.66B

+15.2%

EPS

$1.05

+11.7%

Bloom Energy’s fuel cells power hyperscale data centers, driving a 215% surge in product revenue.

Beat

Jul 28

Bloom Energy Q2 Revenue Surges 166%, Crosses $1B for First Time

Record revenue of $1.065B and non-GAAP EPS of $0.78 far exceeded estimates, driven by 215% product growth from AI data center demand.

Revenue

$1.07B

+165.5%

EPS

$0.78

+680.0%

ENPH

Beat

Jul 28

Enphase Energy Q2 2026: Tariff Refund Masks Underlying Recovery

Revenue beat estimates on safe harbor and European growth, but a $45.4M tariff refund inflated GAAP gross margin to 60%.

Revenue

$291.9M

-19.6%

EPS

$0.46

-33.3%