Earnings News

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

Tapestry Stock Tumbles 16% as Coach Dominates Revenue Mix
Earnings James Calloway

Tapestry Stock Tumbles 16% as Coach Dominates Revenue Mix

Tapestry shares dropped 16% after Q4 results showed Coach driving 87% of revenue, with Kate Spade sales declining 7%. Fiscal 2027 guidance was in line with estimates.

TPR
Disney Stock Gains 1.5% as ESPN Cuts Talent, but Rights Costs Surge
Earnings James Calloway

Disney Stock Gains 1.5% as ESPN Cuts Talent, but Rights Costs Surge

Disney shares rose 1.5% after ESPN layoffs, but sports operating income fell 17% as programming costs jumped $288 million. Analysts remain bullish on DIS stock.

DIS CMCSA
Cerebras Stock Tumbles 12% as Cloud Surge Masks GAAP Profit Drop
Earnings James Calloway

Cerebras Stock Tumbles 12% as Cloud Surge Masks GAAP Profit Drop

Cerebras shares fell 12% after Q2 results showed cloud revenue quadrupling but GAAP gross profit dropping 20%. Despite a raised 2026 outlook, investors focus on margin sustainability.

NVDA
Fubo Stock Inches Up as NFL Buzz Fails to Offset Cost Concerns
Earnings James Calloway

Fubo Stock Inches Up as NFL Buzz Fails to Offset Cost Concerns

FuboTV shares edged up 1% on Thursday despite a 200% spike in NFL preseason searches, as investors focused on high content costs that consumed 92.7% of Q3 revenue.

FUBO
Take-Two Stock Dips as GTA VI Hype Clashes with Bookings Forecast Gap
Earnings James Calloway

Take-Two Stock Dips as GTA VI Hype Clashes with Bookings Forecast Gap

Take-Two shares slipped 4.6% this week as fiscal 2027 bookings guidance fell $760M short of consensus, despite record GTA VI preorders and a Netflix preview set for August 27.

TTWO NFLX SONY MSFT
Nebius Stock Surges 32% but $5.7B Capex Raises Funding Questions
Earnings James Calloway

Nebius Stock Surges 32% but $5.7B Capex Raises Funding Questions

Nebius (NBIS) stock rallied 32% post-earnings, but heavy capex and funding reliance on prepayments present challenges to sustaining the rally.

NBIS
Reddit RDDT Jumps 10% After Hours, Buyback Price in Focus
Earnings James Calloway

Reddit RDDT Jumps 10% After Hours, Buyback Price in Focus

Reddit (RDDT) jumped 10% after hours on Aug 13, with shares trading near the company's Q2 buyback price of $157.57. Strong Q2 earnings and revenue growth underpin the move.

RDDT
Amcor Beats Q4 Estimates as Berry Synergies Outpace Targets
Earnings James Calloway

Amcor Beats Q4 Estimates as Berry Synergies Outpace Targets

Amcor's fiscal Q4 earnings beat estimates, with Berry synergies tracking 10% above plan. The 5.5% dividend yield depends on cash conversion and deleveraging.

AMCR
Applied Materials Q4 Revenue Forecast Beats Estimates, Stock Falls
Earnings James Calloway

Applied Materials Q4 Revenue Forecast Beats Estimates, Stock Falls

Applied Materials issued a Q4 revenue outlook that beat Wall Street estimates, yet shares fell nearly 3% after hours as investors weighed whether AI-driven growth is already priced in.

AMAT
YETI Stock Tumbles 12% on Soft Drinkware Sales Despite Earnings Beat
Earnings James Calloway

YETI Stock Tumbles 12% on Soft Drinkware Sales Despite Earnings Beat

YETI shares dropped 12% despite an EPS beat, as soft drinkware sales tied to three trend-driven products erased $455 million in market value.

YETI
DEFSEC Soars 86% on Revenue Surge, But Dilution and Cash Burn Loom
Earnings James Calloway

DEFSEC Soars 86% on Revenue Surge, But Dilution and Cash Burn Loom

DEFSEC Technologies (DFSC) jumped 86% on Q3 revenue growth of 92%, but the stock closed below its June financing price, with dilution and cash burn concerns lingering.

DFSC
StubHub Stock Tumbles 12% on World Cup Costs, Weak H2 Outlook
Earnings James Calloway

StubHub Stock Tumbles 12% on World Cup Costs, Weak H2 Outlook

StubHub shares dropped 12.3% as World Cup-related costs offset revenue growth, with adjusted EBITDA guidance for H2 set at $222M-$242M.

STUB BAC JEF