Earnings News

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

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.

BB
Netflix Rebounds on Heavy Volume Ahead of Q2 Earnings Report
Earnings James Calloway

Netflix Rebounds on Heavy Volume Ahead of Q2 Earnings Report

Netflix surged 4.1% on heavy volume after a 52-week low, as investors focus on Q2 earnings due July 16. Analysts project EPS of $0.79, up 9.7% year-over-year.

NFLX OMC
IHG's Near-Record Buyback Shifts Focus to Revenue Growth
Earnings James Calloway

IHG's Near-Record Buyback Shifts Focus to Revenue Growth

IHG's $34M buyback at near-record prices shrinks share count, putting emphasis on room and fee growth. Half-year results due August 11.

Intuitive Surgical Stock Holds Above $400 as Analysts Split Ahead of Q2 Earnings
Earnings James Calloway

Intuitive Surgical Stock Holds Above $400 as Analysts Split Ahead of Q2 Earnings

Intuitive Surgical (ISRG) closed at $404.70, barely above its 52-week low, as analysts hold mixed views ahead of Q2 earnings on July 16. High volume from FTSE Russell rebalancing adds pressure on the $400 support level.

ISRG
Micron's Earnings Beat Reshapes S&P 500 Outlook Amid Cash Flow Doubts
Earnings James Calloway

Micron's Earnings Beat Reshapes S&P 500 Outlook Amid Cash Flow Doubts

Micron's massive earnings beat boosted S&P 500 Q2 growth estimates, but investors sold chip stocks on worries about cash flow and pricing sustainability.

MU MKC NKE INTC AMD
Snowflake Jumps 9.7% on Strong AI Demand, AWS Deal
Earnings James Calloway

Snowflake Jumps 9.7% on Strong AI Demand, AWS Deal

Snowflake (SNOW) shares surged 9.7% to $248.96 on Friday, adding $7.6B in market value, after the company reported strong quarterly earnings and raised its full-year outlook.

SNOW AMZN
AT&T's 4.9% Dividend Yield and $8B Buyback Put Focus on Cash Flow
Earnings James Calloway

AT&T's 4.9% Dividend Yield and $8B Buyback Put Focus on Cash Flow

AT&T's 4.9% dividend yield and $8 billion buyback total nearly 10% of equity value, with Q2 free cash flow guidance of $4.0-$4.5 billion set to cover dividends by over 2x.

T VZ TMUS