Earnings coverage

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

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Verizon raised its full-year guidance after posting record adjusted EBITDA of $13.7 billion in Q2, driven by network transformation and cost discipline.

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%

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%

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%

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%

Comcast's headquarters in Philadelphia, where the company announced a tax-free spin-off of NBCUniversal and Sky.

CMCSA

Strategic

Jul 23

Comcast Q2 Beats as Spin-Off Plan, Peacock Profit Steal the Show

Comcast beat estimates on revenue and adjusted EPS, but the headline is a tax-free spin-off of NBCUniversal and Sky and Peacock's first-ever quarterly profit.

Revenue

$29.94B

-1.2%

EPS

$1.04

-16.8%

Tesla's automated assembly lines produced a record 480,126 vehicles in Q2, but the cost of that output weighed on margins.

TSLA

Miss

Jul 22

Tesla Q2 Revenue Beats, But Profit Miss and Capex Surge Raise Questions

Revenue grew 26% to $28.2B, but GAAP operating income fell 57% as spending on AI, R&D, and new factories surged.

Revenue

$28.24B

+25.5%

EPS

$0.33

-17.5%

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%

A baccarat table at a Macao casino. Las Vegas Sands missed Q2 estimates due to an unusually low rolling chip win percentage, a statistical variance management says does not reflect underlying demand.

LVS

Miss

Jul 22

Las Vegas Sands Q2 Misses on Low Hold, Buyback Signals Confidence

Revenue and EPS fell short of estimates as unusually low rolling chip win percentages in Macao and Singapore hit results, while a $6B buyback authorization signals long-term conviction.

Revenue

$3.15B

in line

EPS

$0.59

-25.3%