Earnings News
Quarterly earnings reports, revenue surprises, and EPS results from top companies. Follow earnings season with analyst estimates and post-earnings stock moves.
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.
LaCroix Parent FIZZ: Aluminum Costs Bite Into Q1 Profits
National Beverage's Q1 profit fell 15.7% despite flat sales, as aluminum costs hit gross margin by 600 basis points. The company sees order rebound and new flavor launch.
Broadcom's AI Bet: $126.8B Purchase Pledges Signal Deep Customer Ties
Broadcom's latest filing shows $126.8B in purchase commitments, 1.8x nine-month revenue, plus a $29B lease backstop, underscoring AI-fueled expansion and concentration risks.
Alliance Entertainment's Record Sales Mask Cash Flow Strain
Alliance Entertainment's record $1.15B revenue came with a negative operating cash flow, raising concerns about working capital and stock valuation.