Earnings News

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

Progress Software Q2 Beats Estimates, But License Revenue Surge Raises Recurring Revenue Concerns
Earnings James Calloway

Progress Software Q2 Beats Estimates, But License Revenue Surge Raises Recurring Revenue Concerns

Progress Software beat Q2 estimates with 7% revenue growth, but license sales outpaced recurring revenue, leading to an after-hours stock decline.

PRGS NVDA
AeroVironment Shares Surge on Strong Earnings, But Backlog and Margin Concerns Cap Gains
Earnings James Calloway

AeroVironment Shares Surge on Strong Earnings, But Backlog and Margin Concerns Cap Gains

AeroVironment shares jumped 18.8% after strong Q4 results, but the stock closed well off its high as investors scrutinized a $1.2B backlog and shrinking margins.

AVAV
Nike's Earnings Beat Hides Tariff Boost as Direct Sales Dip
Earnings James Calloway

Nike's Earnings Beat Hides Tariff Boost as Direct Sales Dip

Nike's Q4 revenue of $10.97B beat estimates but declined 1% YoY. A $986M tariff recovery boosted EPS by 52 cents, masking a 4% currency-neutral revenue drop.

NKE ANTA
AeroVironment Surges on Q4 Beat; Guidance Tempers Enthusiasm
Earnings James Calloway

AeroVironment Surges on Q4 Beat; Guidance Tempers Enthusiasm

AeroVironment shares surged 19.7% premarket after a strong Q4 beat, but fiscal 2027 EPS guidance fell short of analyst estimates.

AVAV
Oracle Stock Falls Amid Cash Flow Concerns Despite $638B Backlog
Earnings James Calloway

Oracle Stock Falls Amid Cash Flow Concerns Despite $638B Backlog

Oracle shares fell 0.52% on Monday, underperforming tech peers, as investors question the timing of revenue from its massive $638B backlog.

ORCL META AMZN MSFT
Concentrix Shares Plunge 22% After Weak Forecast, Despite Cash Flow Improvement
Earnings James Calloway

Concentrix Shares Plunge 22% After Weak Forecast, Despite Cash Flow Improvement

Concentrix shares fell 22.5% in after-hours trading after the company cut its fiscal 2026 guidance, missing analyst estimates. Despite improved cash flow, a shift in revenue mix weighed on sentiment.

CNXC
Netflix Lags as M&A Buzz Boosts Cable Stocks; Q2 Earnings in Focus
Earnings James Calloway

Netflix Lags as M&A Buzz Boosts Cable Stocks; Q2 Earnings in Focus

Netflix shares flat as Nasdaq gains over 2%; NBCUniversal breakup talk boosts cable stocks but fails to move NFLX. Q2 earnings on July 16 are the next catalyst.

NFLX CMCSA CHTR WBD CMCSA
UiPath Stock Gains but ARR Growth Targets Pose Second-Half Challenge
Earnings James Calloway

UiPath Stock Gains but ARR Growth Targets Pose Second-Half Challenge

UiPath (NYSE:PATH) shares climbed 2.4% to $10.78, yet the company faces a steep ARR hurdle: it must add $124M-$134M in net new ARR in H2 to meet full-year guidance.

PATH QQQ SPY APPN AI NOW MSFT
Broadcom AI Revenue Surpasses Half of Forecast, Yet Shares Struggle in June
Earnings James Calloway

Broadcom AI Revenue Surpasses Half of Forecast, Yet Shares Struggle in June

Broadcom's AI chip revenue is set to make up 54% of fiscal Q3 revenue, yet shares have fallen 20% in June due to margin worries.

AVGO GOOGL META MSFT TSM CLS NVDA MRVL
Microsoft's AI Spending Strategy Under Scrutiny as Stock Rebounds
Earnings James Calloway

Microsoft's AI Spending Strategy Under Scrutiny as Stock Rebounds

Microsoft shares surged 5.7% in premarket trading, adding $149 billion in market value, as the market weighs the implications of AI spending that outpaced free cash flow.

MSFT AAPL NVDA GOOGL AMZN META QQQ VOO SPY VGT
Chipotle Stock Rebounds but Buyback Gap Persists Ahead of Q2 Report
Earnings James Calloway

Chipotle Stock Rebounds but Buyback Gap Persists Ahead of Q2 Report

Chipotle shares recovered for four sessions after a Monday drop, but still trade below the Q1 buyback price. Heavy volume suggests active repositioning ahead of Q2 results on July 29.

CMG JPM YUM
BlackBerry Soars 32% in Two Days as Secure Communications Outshines QNX
Earnings James Calloway

BlackBerry Soars 32% in Two Days as Secure Communications Outshines QNX

BlackBerry shares jumped 32.3% in two days, adding $1.6 billion in market value, as Secure Communications outperformed QNX in Q1 revenue and adjusted EBITDA, though management signals gradual QNX growth.

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