Earnings News
Quarterly earnings reports, revenue surprises, and EPS results from top companies. Follow earnings season with analyst estimates and post-earnings stock moves.
Dave & Buster's Revenue Falls 2.4% as Profit Slumps
Dave & Buster's Q2 revenue fell 2.4% to $544.1M, adjusted EBITDA dropped 23.8%, and net loss widened to $12.5M as comparable sales decline narrowed to 2.9%.
High Tide Hits Record Revenue and Margins, Yet Cash Conversion Slips
High Tide's Q3 revenue and EBITDA hit records, but free cash flow fell short of last year's pace, raising questions about growth quality.
ServiceNow Price Target Raised to $155 by Needham Amid AI Growth
Needham lifts ServiceNow's price target to $155, implying 17% upside. The focus shifts to cRPO growth and margins as AI ACV tops $1 billion.
Oracle's Restructuring Bill Climbs to $2.8B Amid $28.5B AI Spending
Oracle ups restructuring costs to $2.8B, adding $700M for AI-driven efficiency. Despite strong cloud growth, heavy AI capex pressures cash flow, with ORCL shares slipping.
Dave & Buster's Faces $1.5B Debt Test as Q2 Earnings Loom
Dave & Buster's reports fiscal Q2 results Monday with $1.5B net debt and shares near $8. Key metrics: same-store sales, cash conversion, CEO's full-year target.
Trip.com Q2 Earnings: Antitrust Fine vs. Slowing Growth
Trip.com's Q2 results face a revenue growth slowdown to 3-8% and a RMB5.3 billion antitrust penalty. Investors must separate one-time charges from lasting operational changes.
NYT Holds 15M Subscriber Target as Video Push Lifts Costs
New York Times keeps 15M subscriber target by 2027 while investing in video; Q2 digital subs reach 12.8M, revenue rises 11.2%.
DraftKings Faces Key Margin Test as NFL Season Kicks Off
DraftKings enters NFL Week 1 with rising volume but falling sports revenue margin, testing whether it can convert customer growth into profitability.
CrowdStrike Expands QuiltWorks Partner Network, Revenue Impact Unclear
CrowdStrike expands QuiltWorks to 10 new partners, boosting channel reach but not monetization clarity. Investors await ARR proof.
Nike's Tariff-Adjusted P/E Reveals a Steeper Valuation
Nike's reported P/E of 17.5x masks a one-time tariff benefit. Excluding it, the stock trades at 23.3x earnings, making the upcoming Q1 report a key test of operational progress.
Primark's European Decline Overshadows ABF Profit Beat
ABF shares slid 8.7% as Primark's European sales slump and wider Sugar losses overshadowed an EPS upgrade, raising doubts about earnings quality.
Fubo Expands College Sports Lineup, Testing Churn and Cost Balance
Fubo adds 2,500+ college sports events at no extra cost, aiming to boost retention. Investors watch if content costs can stay in check.