Earnings coverage

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

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Colgate-Palmolive raised its full-year gross margin outlook after a Q2 beat, signaling improved cost management.

Guidance

Jul 31

Colgate-Palmolive Q2 Beats, Raises EPS and Margin Outlook

Base Business EPS rose 8% to $0.99, beating estimates, as management lifted full-year gross margin and EPS guidance.

Revenue

$5.36B

+4.9%

EPS

$0.99

+7.6%

Roblox reported Q2 revenue of $1.47B, up 36% YoY, but bookings growth slowed to 8% and Q3 bookings are expected to decline 14-18%.

RBLX

Guidance

Jul 30

Roblox Q2 Beats on Revenue, But Q3 Bookings Guide Signals Pain Ahead

Revenue rose 36% to $1.47B, but bookings growth of 8% missed the low end of guidance; Q3 bookings are expected to decline 14-18% year-over-year.

Revenue

$1.47B

+35.9%

EPS

$-0.26

+36.6%

Customers order at a Chipotle restaurant as the chain raises full-year comparable sales guidance after a 2.2% Q2 comp beat.

CMG

Guidance

Jul 29

Chipotle Raises Comps Guidance as Transaction Growth Returns

Q2 comparable sales rose 2.2% on a second consecutive quarter of improving transaction comp, prompting a full-year guide raise to low single digits.

Revenue

$3.35B

+9.3%

EPS

$0.33

in line

SOFI

Guidance

Jul 29

SoFi Q2 Revenue Beats by 9%, Raises Full-Year Guide as Loan Originations Hit $14.8B

Record revenue of $1.22B and EPS of $0.12 topped estimates; management lifted adjusted net revenue guidance to $4.75B–$4.85B while holding EBITDA and EPS targets steady.

Revenue

$1.22B

+42.5%

EPS

$0.12

+50.0%

Varonis reported SaaS revenue surged 62% to $171.7M, driven by AI security demand, and raised its full-year SaaS ARR guide by $5M.

VRNS

Guidance

Jul 28

Varonis Q2 Beats, Raises SaaS ARR Guide on AI Security Demand

SaaS revenue surged 62% to $171.7M, and non-GAAP EPS of $0.04 topped estimates by 3x, as the company raised its full-year SaaS ARR outlook.

Revenue

$180.0M

+18.3%

EPS

$0.04

+33.3%

Ford’s F-150 pickup, a key driver of the company’s pricing power and Q2 earnings beat.

Guidance

Jul 28

Ford Raises Full-Year Guidance as Blue and Pro Offset EV Losses

Adjusted EBIT guidance raised to $10B-$11B after Q2 beat, driven by pricing power in trucks and off-road trims.

Revenue

$48.30B

-3.8%

EPS

$0.42

+13.5%

PayPal's payment platform processes transactions at millions of merchants worldwide.

PYPL

Guidance

Jul 28

PayPal Q2 Beats, Raises Full-Year EPS Guide as Transformation Gains Traction

Non-GAAP EPS of $1.38 beat estimates by 8%, and management lifted full-year guidance to ~$5.38, signaling confidence in the turnaround.

Revenue

$8.68B

+4.8%

EPS

$1.38

-1.4%

American Express card spending hit a three-year high in Q2, driving a raised revenue outlook.

AXP

Guidance

Jul 24

American Express Raises Revenue Guide as Card Spending Hits 3-Year High

Q2 EPS of $4.53 beat estimates; full-year revenue growth raised to 10% as management reinvests outperformance.

Revenue

$19.64B

+10.0%

EPS

$4.53

+11.0%

Guidance

Jul 24

Verizon Q2 Beats as Transformation Drives Record EBITDA, Guidance Raised

Adjusted EPS of $1.30 topped estimates, and management lifted full-year outlook across service revenue, cash flow, and profit.

Revenue

$34.25B

in line

EPS

$1.30

+6.6%

American Airlines aircraft on the tarmac at sunset, as the carrier reported record Q2 revenue of $16.7B.

AAL

Guidance

Jul 23

American Airlines Q2: Record Revenue, But Fuel Crushes the Bottom Line

Revenue hit a record $16.7B, beating estimates, but a $2.2B fuel spike turned adjusted EPS into a whisper-thin $0.15.

Revenue

$16.73B

+16.3%

EPS

$0.15

-84.2%

IBM's data center infrastructure supports the software growth that drove management to raise full-year revenue guidance.

IBM

Guidance

Jul 22

IBM Raises Full-Year Revenue Guidance Despite Q2 Miss

Software growth led by Red Hat and Data couldn't offset a 42% plunge in IBM Z, but management sees accelerating growth ahead.

Revenue

$17.16B

+1.1%

EPS

$2.93

+4.6%

ServiceNow's AI bet is generating measurable demand: AI-related ACV crossed $1 billion in Q2, driving subscription revenue to $3.877 billion, up 24.5% year-over-year.

NOW

Guidance

Jul 22

ServiceNow Q2 Beats Across the Board, Raises Full-Year Subscription Guide

Subscription revenue grew 24.5% YoY, AI ACV crossed $1B, and cRPO hit $13.2B as enterprise demand accelerates.

Revenue

$3.99B

+24.0%

EPS

$0.90

+11.1%