Earnings coverage

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

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Meta's $31 billion quarterly capex funds massive data-center expansion, a key driver of the cost surge that crushed free cash flow.

Meta Q2 Misses as Cost Surge, Capex Spike Crush Free Cash Flow

Revenue grew 28% to $60.8B, but a 55% expense jump and $31B in capex drove EPS 13% lower and free cash flow to just $784M.

Revenue

$60.80B

+28.0%

EPS

$6.18

-13.4%

Qualcomm's chip technology is at the heart of its diversification push, with Automotive revenue surging 61% in Q3.

QCOM

In line

Jul 29

Qualcomm Q3: Handset Slump Masks a Diversification Story That's Actually Accelerating

Non-GAAP EPS fell 20% YoY as handset revenue dropped, but Automotive surged 61% and management sees non-handset growth hitting 60% in FY2027.

Revenue

$9.95B

-4.0%

EPS

$2.21

-20.2%

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%

Vertiv's power and cooling infrastructure is central to the AI data center buildout that drove Q2 revenue up 24% to $3.27 billion.

VRT

Beat

Jul 29

Vertiv Q2 Beats on AI Demand, Raises Full-Year Guidance Sharply

Adjusted EPS of $1.52 beat estimates by 7%, and the company lifted its full-year outlook across all key metrics.

Revenue

$3.27B

+24.1%

EPS

$1.52

+60.0%

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%

KLA’s process control equipment, like this patterned silicon wafer, is central to the AI infrastructure buildout that drove Q4 revenue to $3.66B.

KLAC

Beat

Jul 28

KLA Q4 Beats as AI Infrastructure Demand Accelerates

Revenue of $3.66B topped estimates by 1.6%, with guidance for Q1 pointing to continued strength through calendar 2026.

Revenue

$3.66B

+15.2%

EPS

$1.05

+11.7%

Bloom Energy’s fuel cells power hyperscale data centers, driving a 215% surge in product revenue.

Beat

Jul 28

Bloom Energy Q2 Revenue Surges 166%, Crosses $1B for First Time

Record revenue of $1.065B and non-GAAP EPS of $0.78 far exceeded estimates, driven by 215% product growth from AI data center demand.

Revenue

$1.07B

+165.5%

EPS

$0.78

+680.0%

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%

ENPH

Beat

Jul 28

Enphase Energy Q2 2026: Tariff Refund Masks Underlying Recovery

Revenue beat estimates on safe harbor and European growth, but a $45.4M tariff refund inflated GAAP gross margin to 60%.

Revenue

$291.9M

-19.6%

EPS

$0.46

-33.3%

Visa processed 10% more transactions in Q3, driven by steady growth in contactless payments.

In line

Jul 28

Visa Q3 Beats Estimates as Payments Volume and Cross-Border Growth Hold Steady

Revenue rose 14% to $11.6B, beating consensus, but the quarter's real story is the cost structure shift beneath the surface.

Revenue

$11.60B

+14.0%

EPS

$3.32

+11.4%

Miss

Jul 28

Boeing Q2 Misses Estimates Despite Revenue Growth and Cash Flow Surge

Revenue rose 8% to $24.6B on higher commercial deliveries, but core EPS of -$0.76 missed estimates of -$0.28 as defense losses weighed.

Revenue

$24.56B

+8.0%

EPS

$-0.76

+38.7%

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%