Earnings coverage

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

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Applied Digital's high-performance computing campus ramp drove Q4 revenue to $258.7M, crushing estimates.

Applied Digital Q4 Revenue Surges 407%, Beats on HPC Campus Ramp

Revenue of $258.7M crushed estimates of $96.9M as tenant fit-out services and base rent from Polaris Forge 1 drove the beat.

Revenue

$258.7M

+406.6%

EPS

$0.04

+233.3%

Amkor’s advanced packaging for AI and HPC chips drove record Q2 revenue of $1.90B, up 26% year-over-year.

AMKR

Beat

Jul 27

Amkor Technology Q2 Beats Big on AI Packaging Demand

Record revenue of $1.90B and EPS of $0.70 crushed estimates, driven by advanced packaging for AI and HPC.

Revenue

$1.90B

+25.6%

EPS

$0.70

+218.2%

Rambus's record product revenue of $99.2M was fueled by AI demand for high-performance memory interface chips.

RMBS

Beat

Jul 27

Rambus Q2 Beats on Record Product Revenue as AI Demand Accelerates

Rambus Q2 revenue and EPS beat estimates on record product sales, but Q3 royalty guidance tempers the growth narrative.

Revenue

$207.4M

+20.4%

EPS

$0.77

+24.2%

Cadence's chip design tools power the semiconductors behind AI and data center growth.

CDNS

Beat

Jul 27

Cadence Design Systems Q2 Beats, Raises Full-Year Outlook on AI Demand

Revenue grew 24% YoY to $1.58B, IP surged over 40%, and backlog hit a record $8.1B as the company raised guidance across the board.

Revenue

$1.58B

+24.2%

EPS

$2.11

+27.9%

Intel's Q2 revenue surged 25% to $16.1B, driven by DCAI and Foundry growth as AI demand reshapes the business.

INTC

Beat

Jul 23

Intel Q2 Revenue Surges 25% as AI Demand Reshapes the Business

Revenue of $16.1B beat estimates by $1.9B; non-GAAP EPS swung to $0.42 from a loss, driven by DCAI and Foundry growth.

Revenue

$16.10B

+25.2%

EPS

$0.42

+520.0%

DECK

Beat

Jul 23

Deckers Outdoor Q1 Revenue Tops $1B as HOKA Momentum Continues

Q1 revenue surpassed $1 billion for the first time, up 5.7%, but operating income fell 6% as SG&A costs rose sharply.

Revenue

$1.02B

+5.7%

EPS

$0.94

+1.1%

Blackstone's global headquarters at 345 Park Avenue in New York, where record inflows of $68.3B pushed AUM to $1.35T.

Beat

Jul 23

Blackstone Q2 2026: AUM Hits $1.35T as Earnings Surge Past Estimates

GAAP EPS of $1.54 beat by 16% on record inflows of $68.3B, with Fee Related Earnings up 22% YoY.

Revenue

$5.04B

+35.9%

EPS

$1.54

+57.1%

An F-35 fighter jet in flight, a key product in Lockheed Martin’s aeronautics segment that drove the Q2 beat.

LMT

Beat

Jul 23

Lockheed Martin Q2 Beats on All Fronts, Guidance Raised Across the Board

Revenue surged 11% to $20.1B, EPS hit $7.94 vs $7.22 estimate, and management lifted full-year sales, profit, and free cash flow targets.

Revenue

$20.06B

+10.5%

EPS

$7.94

+443.8%

TMUS

Beat

Jul 23

T-Mobile Q2 Beats on EPS as Core EBITDA Margin Hits 50.2%

T-Mobile delivered a 5% EPS beat and raised cash flow guidance, but the real signal is a 50.2% Core EBITDA margin that suggests the UScellular integration is scaling faster than expected.

Revenue

$22.79B

+7.9%

EPS

$2.99

+5.3%

Southwest Airlines reported record Q2 revenue of $8.7 billion, but cut its full-year EPS guidance to $3.25–$4.25, signaling caution despite the beat.

LUV

Beat

Jul 22

Southwest Airlines Q2 Beats Handily, But Full-Year Guidance Cut Signals Caution

Adjusted EPS of $0.94 more than doubled consensus estimates of $0.51, yet management lowered its full-year outlook to $3.25–$4.25 from 'at least $4.00'.

Revenue

$8.43B

+16.4%

EPS

$0.94

+118.6%