Earnings coverage

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

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A cozy beachfront living room with ocean views, reflecting the travel experiences that drove Airbnb's 17% revenue growth.

Airbnb Q2 Beats on Revenue, Raises Full-Year Margin Guidance

Revenue grew 17% to $3.6B, exceeding estimates, as Nights and Seats Booked accelerated and AI investments drove operating leverage.

Revenue

$3.61B

+16.5%

EPS

$1.27

-7.3%

Datadog’s observability platform monitors cloud infrastructure across thousands of servers. Revenue surged 36% to $1.12B in Q2, beating consensus by nearly 4%.

DDOG

Beat

Aug 6

Datadog Q2 Beats on Revenue and EPS, Guidance Signals Confidence

Revenue surged 36% to $1.12B, topping estimates, as non-GAAP operating margin hit 23% and customer growth accelerated.

Revenue

$1.12B

+35.6%

EPS

$0.65

+41.3%

A veterinarian examines a German Shepherd in a clinic, as Zoetis slashes full-year guidance amid a sharp downturn in US pet healthcare spending.

ZTS

Guidance

Aug 6

Zoetis Slashes Full-Year Guidance as US Pet Market Weakens Sharply

Q2 revenue flat at $2.47B missed estimates; companion animal sales fell 11% in the US, driving a dramatic cut to full-year outlook.

Revenue

$2.47B

in line

EPS

$1.87

+5.1%

D-Wave's quantum computing systems rely on advanced server infrastructure, as the company reported flat Q2 revenue of $3.1M but a 1,120% surge in first-half bookings to $35.5M.

QBTS

Miss

Aug 6

D-Wave Quantum Q2 Revenue Flat, Misses as Bookings Surge 1,120%

Revenue was flat at $3.1M vs. $4.0M estimates, but first-half bookings of $35.5M and a $40.7M RPO backlog point to a revenue inflection ahead.

Revenue

$3.1M

in line

EPS

$-0.13

+76.4%

NuScale's transition from engineering fees to module deployment is backed by $1.9 billion in liquidity.

SMR

Strategic

Aug 5

NuScale Power Q2 2026: Revenue Drops to Near Zero as Commercial Readiness Takes Center Stage

NuScale's Q2 revenue fell to $75K as FEED Phase 2 wrapped, but $1.9B in liquidity and key partnership milestones signal a shift from engineering to deployment.

Revenue

$75K

-99.1%

EPS

$-0.13

in line

Block's Square payment terminals processed $18.9B in consumer lending originations in Q2, up 59% YoY.

XYZ

Guidance

Aug 5

Block Q2 Beats, Lifts Full-Year Guide as Profitability Hits Record

Block delivered a beat-and-raise quarter with record adjusted operating margins, but the real story is the widening gap between its two-sided network and the AI capabilities being layered on top.

Revenue

$6.62B

+9.3%

EPS

$1.02

+64.5%

A designer works on user interfaces, the core of Figma's platform that drove a 48% revenue surge in Q2.

FIG

Beat

Aug 5

Figma Q2 Beats on Revenue and EPS as AI Monetization Accelerates

Revenue grew 48% YoY to $370.1M, beating estimates, as AI credit adoption and seat expansion drove a third straight quarter of accelerating growth.

Revenue

$370.1M

+48.2%

EPS

$0.08

+4605.9%

IONQ

Beat

Aug 5

IonQ Q2 Revenue Surges 287%, Beats Estimates by Wide Margin

Record $80.1M in revenue, 20% above guidance midpoint, as quantum deployments accelerate and full-year outlook raised to $280M–$290M.

Revenue

$80.0M

+286.8%

EPS

$-0.33

-312.5%

Eli Lilly's Q2 revenue surged 48% to $23.0B, driven by a 91% jump in Mounjaro sales to $9.9B, as the company raised full-year guidance.

LLY

Beat

Aug 5

Eli Lilly Q2 Beats by a Mile as Mounjaro Hits $9.9B, Guidance Raised

Revenue surged 48% to $23.0B, crushing estimates, but $3.03 in IPR&D charges masked underlying EPS strength and narrowed full-year guidance.

Revenue

$22.97B

+47.7%

EPS

$8.38

+32.8%

WULF

Strategic

Aug 5

TeraWulf Q2: Anthropic Lease and $530M JV Sale Reshape the Thesis

A 401 MW, 20-year lease with Anthropic and the sale of a JV interest for ~$530M overshadow a quarter where GAAP revenue missed estimates.

Revenue

$44.8M

-6.0%

EPS

$-1.94

-3984.2%

UBER

Beat

Aug 5

Uber Q2 Beats on EPS as Delivery Surge Offsets Mobility Model Shift

Non-GAAP EPS of $0.81 edged estimates, but the real story is Delivery revenue jumping 28% while Mobility revenue barely budged due to business model changes.

Revenue

$14.19B

+12.2%

EPS

$0.81

+35.0%