Earnings News

Quarterly earnings reports, revenue surprises, and EPS results from top companies. Follow earnings season with analyst estimates and post-earnings stock moves.

DraftKings' $200 Bonus Staggered Over 21 Days Amid Margin Slide
Earnings James Calloway

DraftKings' $200 Bonus Staggered Over 21 Days Amid Margin Slide

DraftKings' new $200 sign-up bonus is paid in four weekly drops, a design that may reduce promotional costs. Meanwhile, Q2 sports margin fell to 6.8%.

DKNG
Starbucks Holiday Hours Vary; Q4 Sales Test Looms
Earnings James Calloway

Starbucks Holiday Hours Vary; Q4 Sales Test Looms

Starbucks (SBUX) kept many stores open on Labor Day with varied hours, but the real test is Q4 comparable sales growth of at least 6.5%. Traffic data will be key.

SBUX
Adobe's New CEO Faces Steep Valuation Test Ahead of Q3 Earnings
Earnings James Calloway

Adobe's New CEO Faces Steep Valuation Test Ahead of Q3 Earnings

Adobe's stock dropped 6.7% after leadership changes. With a new CEO and an interim CFO, the company faces a critical Q3 report on Sept 10.

ADBE
BHP's $14.7B Iron Ore Unit in Play: Monday ASX Test Looms
Earnings James Calloway

BHP's $14.7B Iron Ore Unit in Play: Monday ASX Test Looms

BHP's vague disclosure on a potential WAIO partnership leaves investors guessing. With WAIO generating US$14.7B in EBITDA, Monday's ASX open will be the first real test.

BHP BLK
HPE Shares Flat After Record Quarter as AI Margins Face Squeeze
Earnings James Calloway

HPE Shares Flat After Record Quarter as AI Margins Face Squeeze

HPE stock ended flat after a volatile two-day swing. Record revenue from AI and networking was offset by guidance for lower cloud and AI margins (~13% in FY2027) and a sharp inventory buildup.

HPE
Oracle's Earnings Test: Unused $20B Buyback Looms as AI Spending Pressures Cash Flow
Earnings James Calloway

Oracle's Earnings Test: Unused $20B Buyback Looms as AI Spending Pressures Cash Flow

Oracle's Q1 earnings arrive with a $20B stock program overhang and negative free cash flow from AI data center spending. Analysts watch backlog conversion and share dilution.

ORCL MS
Super Micro Gains Despite Insider Sales and $6.8B Cash Burn
Earnings James Calloway

Super Micro Gains Despite Insider Sales and $6.8B Cash Burn

Super Micro (SMCI) shares climbed 4.5% despite insider sales and a hefty $6.8 billion operating cash outflow in fiscal 2026.

SMCI
Credo Rebounds 3.9% but $97M Stock Compensation Looms Over Valuation
Earnings James Calloway

Credo Rebounds 3.9% but $97M Stock Compensation Looms Over Valuation

Credo shares bounced 3.9% Friday, but the company's hefty stock-based compensation and customer concentration continue to pressure its valuation.

CRDO
Netflix Slips 5.3% as UK Ad-Tier Price Hike Spurs Investor Concerns
Earnings James Calloway

Netflix Slips 5.3% as UK Ad-Tier Price Hike Spurs Investor Concerns

Netflix shares dropped 5.35% after a 33.4% UK price hike on its ad-supported tier, raising questions about subscriber growth and valuation.

NFLX
Nvidia's Dividend Hike Masks Buyback Dominance
Earnings James Calloway

Nvidia's Dividend Hike Masks Buyback Dominance

Nvidia's new $0.25 dividend costs $6B quarterly, but buybacks at $19.7B last quarter show where capital return truly lies.

NVDA
UiPath Shares Tumble 17% as Guidance Lift Masks Tepid H2 Outlook
Earnings James Calloway

UiPath Shares Tumble 17% as Guidance Lift Masks Tepid H2 Outlook

UiPath shares fell 16.63% on Friday despite a Q2 revenue beat, as the company's full-year guidance raise adds just $244K to the second-half midpoint.

PATH
Foxconn August Sales Soar 52% on AI Server Demand
Earnings James Calloway

Foxconn August Sales Soar 52% on AI Server Demand

Hon Hai Precision's August revenue surged 52% YoY to NT$921.77 billion, powered by AI server demand. The company sees Q3 beating expectations with a low September bar.

AAPL