📢 New Earnings In! 🔍

Latest Earnings Earnings Chat Earnings Feed Companies

Earnings Feed

Applied Materials, Inc.

AMAT

Technology

10h

Strategic Response to External Uncertainties and Supply Chain Flexibility

Applied Materials is leveraging its global supply chain and manufacturing footprint to stay flexible amid macro uncertainties.
The company is cautious on operating expenses, aligning spending with revenue outlook, and maintaining financial discipline.
Leadership emphasized that quarterly growth may be uneven, but strategic focus remains on high-growth, secular trends like AI.
The company is actively managing its backlog, customer relationships, and investments to navigate uncertain external conditions.

Cisco Systems, Inc.

CSCO

Technology

2d

Record AI Infrastructure Orders from Webscale Customers Exceed $2 Billion in FY '25

The AI infrastructure orders have translated into approximately $1 billion in revenue during FY '25.
Cisco expects the AI orders to contribute to revenue growth in FY '26, with a growing pipeline in the hundreds of millions.
Webscale customers are deploying Cisco's Silicon One, optics, and optical systems for AI training infrastructure.
The company is actively working on developing solutions for AI inference and enterprise cloud deployments.
Cisco's strategy includes expanding partnerships and integrations, such as with NVIDIA, to support AI demands.

AAPL

Technology

2w

Apple's Strategic Investment in AI and Generative Capabilities

Apple is significantly increasing its investments in AI, embedding it across devices and platforms.
Over 20 Apple Intelligence features have been released, including visual intelligence and writing tools.
Progress on a more personalized Siri is expected to be announced next year.
Apple is opening access to on-device foundation models, enabling developers to create new experiences.
Apple Silicon is central to AI features, allowing powerful on-device AI processing while maintaining user privacy.

Microsoft Corporation

MSFT

Technology

2w

Microsoft Cloud Revenue Surpasses $168 Billion with 23% Growth

Microsoft Cloud achieved a record $168 billion in annual revenue, up 23%.
Azure alone surpassed $75 billion, up 34%, driven by growth across all workloads.
Expansion of data center capacity with over 2 gigawatts of new capacity in the past 12 months, supporting AI infrastructure.
All Azure regions are now AI-first, supporting liquid cooling for enhanced efficiency.
Introduction of the Microsoft Sovereign Cloud to address data residency and sovereignty needs, spanning public and private cloud deployments.

Amazon.com, Inc.

AMZN

Technology

2w

Amazon's Strategic Focus on Inputs Over Outputs in Store Business

Management emphasizes prioritizing inputs such as selection, low prices, and delivery speed as key drivers of business success.
Recent initiatives include reintroducing Nike products, expanding premium brands, and scaling perishables pilot, with strong first-time customer adoption and repeat usage.

Meta Platforms, Inc.

META

Technology

2w

Meta's Vision for Personal Superintelligence and Industry Impact

Mark Zuckerberg emphasizes the development of superintelligence as a transformative era for individual empowerment, creativity, and community development.
Meta has established Superintelligence Labs, progressing towards models like Llama 4.1 and 4.2, and working on next-generation models to push AI frontiers within a year.
The company is assembling a talent-dense team led by Alexandr Wang, with significant investments in compute infrastructure, including upcoming gigawatt-plus clusters like Prometheus and Hyperion.
Zuckerberg highlights the potential of superintelligence to reshape societal and technological landscapes, with a focus on self-improving AI systems and autonomous agents that could enhance platform quality and engagement.

Uber Technologies, Inc.

UBER

Technology

1w

Uber platform cross-promotion and super app strategy

Uber is experimenting with cross-promoting services between Mobility and Delivery to increase engagement.
Fewer than 1 in 5 consumers are active across both services, with significant growth potential.
The company is building towards a super app, integrating delivery and grocery into the rides app.
Current delivery on the rides app accounts for 12% of annualized delivery gross bookings, with ongoing product enhancements.
Management emphasizes aggressive experimentation and personalization, including AI-driven targeted promotions.

Palantir Technologies Inc.

PLTR

Technology

1w

Palantir's Record-Breaking Revenue and Rule of 40 Score

Achieved over $1 billion in quarterly revenue for the first time, with 48% year-over-year growth in Q2.
Rule of 40 score reached 94%, up 11 points quarter-over-quarter, indicating exceptional financial health and growth efficiency.

Advanced Micro Devices, Inc.

AMD

Technology

1w

Long-term Revenue Outlook and Market Share Strategy Post-Intel 18A Announcement

AMD remains confident in growing client processor revenue ahead of the market, driven by product portfolio and OEM expansion.
The company views the Intel 18A process node as a competitive challenge but expects continued share gains.
Long-term, AMD aims for tens of billions in annual revenue from MI400 series and AI infrastructure deployments.
The company is preparing for a multi-year ramp, with a focus on large-scale AI and data center markets.
Market share growth is supported by broad product adoption, strategic partnerships, and expanding AI use cases.

AppLovin Corporation

APP

Technology

1w

Launch of AXON Ads Manager and International Expansion Strategy

AppLovin announced the quiet launch of its new AXON ads manager, a self-service portal designed to enable automated workflows and reduce friction for advertisers.
The company plans to open AXON to most major international markets on October 1, 2025, marking a significant step in global expansion.
Management highlighted that the platform's benefits include direct control for advertisers, credit card billing, and deep integrations with attribution providers.
Feedback from initial partners will guide the global public launch in the first half of 2026, with a focus on broadening access and increasing advertiser base.
The launch is timed to coincide with the holiday season, aiming to capitalize on increased advertising demand during this period.
This strategic move aims to help any business of any size grow profitably worldwide, leveraging AppLovin's large user base and advanced technology.

Motorola Solutions, Inc.

MSI

Technology

1w

Silvus Acquisition and Defense Market Expansion

Motorola Solutions completed the $4.4 billion acquisition of Silvus, a leader in mobile ad hoc networks, shortly before the call, with an expected revenue contribution of $185 million in the stub period.
Management highlighted Silvus's strong financial profile, including a 45% EBITDA margin and a growth forecast of 20% in 2026, driven by defense, border security, and unmanned systems.
Silvus's technology powers defense and military drone platforms like AeroVironment and Anderol, with over 100 manufacturers certified, emphasizing its strategic importance in defense applications.
The company sees Silvus as a complementary addition to its existing portfolio, expanding into high-growth, infrastructure-less mesh networks for mission-critical communications.
Management expects Silvus to be a key enabler in international markets, especially in Europe, as defense and security investments increase, with less than 15% of revenue from Ukraine this year.

Arista Networks, Inc.

ANET

Technology

1w

Operational and Supply Chain Management Amid Growth Challenges

Arista's gross margin improved to 65.6%, supported by inventory management and excess reserves.
Supply chain constraints led to increased finished goods inventory, now at $2.1 billion, with expectations to stabilize.
Lead times are improving, but variability remains due to demand for new product launches.
Accounts payable days increased to 65 days, reflecting timing of inventory receipts and payments, indicating supply chain pressures.

DASH

Technology

1w

AI Integration for User Experience and Operational Efficiency

DoorDash's engineering team is actively exploring large AI models to enhance search, recommendation systems, and personalization, aiming to improve user experience.
Management sees AI as a transformative technology that can reimagine product design, onboarding processes, and physical operations, with pragmatic benefits expected in the next 6-12 months.
AI is also being used to automate repetitive physical activities like inventory management and menu creation, increasing quality and fidelity.
Large language models are improving internal productivity, especially in coding, and are expected to be adopted across various functions to build a more efficient organization.
DoorDash's early recognition of AI's potential, similar to cloud computing's impact in 2013, positions it to leverage AI for both customer engagement and operational cost savings.

GLOB

Technology

1d

Operational and Financial Resilience Through Cost Management and Strategic Investment

Globant’s Q2 non-IFRS operating margin remained steady at 15%, despite FX headwinds.
The company recorded a $47.6 million charge for workforce and office consolidations, aiming for $80 million annual savings.
Free cash flow was negative $2.9 million, but the company expects strong cash flow in H2.
Strategic investments in AI platforms and talent are prioritized to support long-term growth.
Cost discipline and targeted reinvestments are central to Globant’s resilience strategy in a challenging environment.

GOOG

Technology

3w

Google's AI Infrastructure and Investment in Data Centers

Google operates the world's leading AI-optimized data centers and cloud regions.
Invested approximately $22.4 billion in CapEx in Q2, primarily in servers and data centers.
Plans to increase CapEx to around $85 billion in 2025 due to rising cloud demand and accelerated data center construction.
Anticipates further CapEx growth in 2026 driven by customer demand and new growth opportunities.

FTNT

Technology

1w

Fortinet's Leadership in SASE and Industry Recognition

Fortinet was named a leader in the 2025 Gartner Magic Quadrant for SASE platform, highlighting its industry leadership.
The company is the only vendor recognized in five different network security Magic Quadrants, all running on FortiOS.
Fortinet's native integration of core SASE capabilities in FortiOS, including NGFW, SD-WAN, ZTNA, and others, differentiates its offering.

Atlassian Corporation

TEAM

Technology

1w

Atlassian's AI-Driven Product Innovation and Momentum

Management emphasized the significant role of AI in product development, with over 2.3 million AI now users, up 50% from last quarter, indicating rapid adoption.
The launch of Team '25 and the Teamwork Collection has exceeded expectations, with major enterprise customers consolidating onto Atlassian's platform due to AI integration.
AI features are embedded at the core of Atlassian's platform, such as Rovo Dev CLI and GPT-5 collaborations, driving increased user engagement and collaboration.
Management highlighted ongoing R&D investments, including partnerships with OpenAI and Anthropic, to enhance AI capabilities and maintain competitive advantage.
Statistical evidence shows AI-driven features increase content creation and edits, e.g., 15% more pages created and 33% more edits in Confluence, demonstrating tangible productivity gains.

DDOG

Technology

1w

AI Native Customer Growth and Market Opportunity

The number of AI native customers is growing significantly, with over a dozen spending over $1 million annually and more than 80 spending over $100,000.
AI native cohort contributed 10 points of YoY revenue growth in Q2, up from 6 points last quarter and 2 points a year ago.
Management views AI as a long-term secular growth driver, with hundreds of customers in this cohort and rising interest in next-gen AI observability and analysis.
The company sees AI as a tailwind due to increased cloud consumption and is expanding AI integrations, GPU monitoring, LLM observability, and AI agent monitoring.
Datadog launched Bits AI security and noise, fully autonomous AI agents, and AI voice incident response, emphasizing their focus on AI-driven automation.
Management expects AI to introduce new complexity and observability challenges, which their products aim to address, including GPU and LLM monitoring.
The growth in AI native customers is seen as an indicator of broader AI adoption across industries, with the company preparing for a future where AI workloads are more prevalent.

Lumentum Holdings Inc.

LITE

Technology

3d

Accelerated Optical Circuit Switch (OCS) Revenue Recognition and Capacity Expansion

Lumentum received its first revenue from optical circuit switches (OCS) in the quarter, with shipments to two hyperscale customers, and a third customer committed for 2026.
The company expects significant revenue contributions from OCS in the first half of 2026, with a more meaningful inflection point in the second half.
In-house OCS manufacturing capacity is being expanded rapidly to meet high demand, with a focus on 300x300 form factors that offer volume advantages.
The largest single purchase commitment in company history was received for ultra-high-power lasers supporting CPO, indicating strong strategic emphasis on this emerging technology.
Investments are underway in U.S.-based wafer fab to support CPO, positioning the company for a revenue ramp in the second half of 2026.
Management highlighted that OCS is expected to be significantly above company average margins and highly accretive as volume scales up.

Take-Two Interactive Software, Inc.

TTWO

Technology

1w

Strong Pipeline and Upcoming Releases Signal Long-Term Growth and Profitability

Take-Two's pipeline includes Mafia: The Old Country, NBA 2K26, Borderlands 4, and WWE 2K26, with launches planned throughout the year.
Management expressed confidence that the pipeline will unlock new scale and profitability, supporting long-term growth.
Community sentiment for upcoming titles like Mafia: The Old Country is very strong, with 2.5 million wishlists.
Early previews and trailers for upcoming releases have generated positive buzz and anticipation.
The company aims to leverage its diverse portfolio to sustain growth despite macroeconomic uncertainties.

Hold on, more insights are coming