Earnings coverage

Aug 3

Palantir Q2 Crushes Estimates, Raises Full-Year Guidance on AI Demand Surge

Revenue surged 93% Y/Y to $1.935B, beating consensus by $122M, as U.S. commercial TCV hit a record $2.132B.

$1.94B

+92.8%

$0.41

+215.4%

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

Guidance

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.

$5.36B

+4.9%

$0.99

+7.6%

ABBV

Strategic

AbbVie Q2 Beats as Apogee Deal Reshapes Immunology Pipeline

AbbVie beat Q2 estimates on Skyrizi and Rinvoq strength, then announced a $10.9B Apogee acquisition that trims full-year guidance by $0.14.

$16.99B

+10.2%

$3.65

+22.9%

Moderna's Q2 beat was driven by cost cuts and UK government partnership revenue, but a Phase 3 norovirus vaccine miss underscores the pipeline risk beyond COVID.

MRNA

Moderna Q2 Beats Estimates as Cost Cuts Offset Norovirus Setback

Revenue of $145M topped consensus, and a $0.2B expense reduction improved the cash outlook, but a Phase 3 norovirus miss tempers the pipeline narrative.

$145.0M

+2.1%

$-1.97

+7.5%

ExxonMobil's upstream production hit a 20-year high in Q2, driven by record Permian Basin output.

XOM

In line

ExxonMobil Q2 Beats on Revenue, Misses on EPS as Production Hits 20-Year High

Record Permian output and surging Energy Products earnings drove a $114.5B revenue beat, but adjusted EPS of $3.52 fell a penny short of consensus.

$114.53B

+44.1%

$3.52

+118.6%

Chevron's record U.S. production and refinery throughput drove adjusted EPS of $6.06, beating consensus by 9%.

CVX

Chevron Q2 Crushes Estimates on Record Production and $8.4B Debt Paydown

Adjusted EPS of $6.06 beat by 9% as U.S. output hit a record and cash flow surged to $22.6B.

$67.20B

+51.4%

$6.06

+242.4%

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

AAPL

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.

$109.42B

+16.4%

$2.02

+28.7%

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

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.

$1.47B

+35.9%

$-0.26

+36.6%

Reddit's Q2 ad revenue surged 64% to $762 million, driving a $74 million beat over consensus.

RDDT

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.

$804.9M

+61.1%

$1.25

+177.8%

COIN

Miss

Coinbase Q2 Misses as Crypto Winter Deepens, But Market Share Tells a Different Story

Revenue fell 19% YoY to $1.22B, missing estimates, as a net loss of $359M was driven by investment losses and restructuring charges.

$1.22B

-18.5%

$-1.36

-126.5%

AWS revenue surged 37% in Q2, but the capital intensity of AI infrastructure drove a $7.6B free cash outflow.

AMZN

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.

$200.60B

+19.6%

$5.75

+242.3%

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

RIVN

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.

$1.66B

+27.2%