Earnings coverage

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

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Applied Digital's high-performance computing campus ramp drove Q4 revenue to $258.7M, crushing estimates.

Applied Digital Q4 Revenue Surges 407%, Beats on HPC Campus Ramp

Revenue of $258.7M crushed estimates of $96.9M as tenant fit-out services and base rent from Polaris Forge 1 drove the beat.

Revenue

$258.7M

+406.6%

EPS

$0.04

+233.3%

Amkor’s advanced packaging for AI and HPC chips drove record Q2 revenue of $1.90B, up 26% year-over-year.

AMKR

Beat

Jul 27

Amkor Technology Q2 Beats Big on AI Packaging Demand

Record revenue of $1.90B and EPS of $0.70 crushed estimates, driven by advanced packaging for AI and HPC.

Revenue

$1.90B

+25.6%

EPS

$0.70

+218.2%

Rambus's record product revenue of $99.2M was fueled by AI demand for high-performance memory interface chips.

RMBS

Beat

Jul 27

Rambus Q2 Beats on Record Product Revenue as AI Demand Accelerates

Rambus Q2 revenue and EPS beat estimates on record product sales, but Q3 royalty guidance tempers the growth narrative.

Revenue

$207.4M

+20.4%

EPS

$0.77

+24.2%

Cadence's chip design tools power the semiconductors behind AI and data center growth.

CDNS

Beat

Jul 27

Cadence Design Systems Q2 Beats, Raises Full-Year Outlook on AI Demand

Revenue grew 24% YoY to $1.58B, IP surged over 40%, and backlog hit a record $8.1B as the company raised guidance across the board.

Revenue

$1.58B

+24.2%

EPS

$2.11

+27.9%

Charter's fixed-wireline network faces pressure from fiber and fixed wireless competitors.

CHTR

In line

Jul 24

Charter Communications Q2: Buybacks Mask a Shrinking Core

Revenue and EBITDA fell, but aggressive share repurchases drove a 16% EPS beat.

Revenue

$13.53B

-1.7%

EPS

$10.66

+16.1%

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%

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%