Earnings News

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

Supermicro Stock Wavers as Cash Flow Worries Overshadow Margin Gains
Earnings James Calloway

Supermicro Stock Wavers as Cash Flow Worries Overshadow Margin Gains

Supermicro's Q4 margin recovery to 15-17% is overshadowed by a $6.6B operating cash outflow and rising debt, prompting investor caution amid a 5.65% weekly stock decline.

SMCI DELL HPE NVDA AMD
BP's North Sea Exit Could Cover 13% of $20B Divestment Goal
Earnings James Calloway

BP's North Sea Exit Could Cover 13% of $20B Divestment Goal

BP's planned North Sea divestment, valued at $2B-$2.6B, could cover up to 13% of its $20B asset sale target, ahead of Q2 earnings where net debt is forecast at $22-$23B.

BP SHEL TTE USO
American Airlines' $1.6B Fuel Hit Raises Margin Concerns
Earnings James Calloway

American Airlines' $1.6B Fuel Hit Raises Margin Concerns

American Airlines faces a $1.6 billion fuel cost increase, equal to 15.8% of its market value, intensifying concerns over its profit conversion gap.

AAL DAL UAL
Rivian's R2 Ramp Demands 74% Delivery Surge; Shares Tumble 9.6%
Earnings James Calloway

Rivian's R2 Ramp Demands 74% Delivery Surge; Shares Tumble 9.6%

Rivian's shares dropped 9.6% despite Q2 revenue and earnings beating estimates, as the company's R2 delivery ramp requires a 74% increase in second-half deliveries.

RIVN TSLA LCID
IonQ's $1.8B SkyWater Deal Reshapes Valuation Metrics
Earnings James Calloway

IonQ's $1.8B SkyWater Deal Reshapes Valuation Metrics

IonQ's acquisition of SkyWater Technology boosts revenue base, cutting its price-to-sales ratio from 51 to 19, yet shares remain richly valued. Q2 earnings due Wednesday.

IONQ SKYT QBTS RGTI QUBT
Micron Shares Slide 10.6% Amid Memory Price Concerns
Earnings James Calloway

Micron Shares Slide 10.6% Amid Memory Price Concerns

Micron shares dropped 10.6% last week, even as the company projected strong Q4 growth, reflecting investor concerns about peak memory pricing.

MU SNDK AAPL AMZN AMD
Ford Faces Steep Cash Flow Climb in H2 as Shares Flat
Earnings James Calloway

Ford Faces Steep Cash Flow Climb in H2 as Shares Flat

Ford shares closed flat Friday at $14.68, as the company must deliver 97% of its annual cash flow target in the second half. Adjusted EBIT per vehicle rose 36% in Q2.

F GM
Rigetti Gears Up for Q2 Report with Cash Reserves and Revenue Quality in Focus
Earnings James Calloway

Rigetti Gears Up for Q2 Report with Cash Reserves and Revenue Quality in Focus

Rigetti Computing heads into Q2 earnings with a $5.01B market cap, $569M cash, and revenue quality under scrutiny. Analysts expect revenue of $5.1M-$5.3M.

RGTI HPE IONQ QBTS QUBT
Ambev ADRs Close Higher as Brazil Beer Strength Drives Q2 Earnings
Earnings James Calloway

Ambev ADRs Close Higher as Brazil Beer Strength Drives Q2 Earnings

Ambev ADRs closed the week up 1.6% as Brazil Beer EBITDA surged 12.8%, lifting Q2 results. Organic EBITDA grew 8.9%, though FX pressures continue.

Microsoft's $678B Backlog Fuels 21.8% Weekly Surge
Earnings James Calloway

Microsoft's $678B Backlog Fuels 21.8% Weekly Surge

Microsoft's stock surged 21.8% this week after reporting a $678 billion contracted backlog, signaling robust demand for its AI and cloud services.

MSFT AMZN GOOGL
Kaspi.kz Shares Climb 3.5% as Insider Sales Stay Minimal
Earnings James Calloway

Kaspi.kz Shares Climb 3.5% as Insider Sales Stay Minimal

Kaspi.kz shares gained 3.5% last week as insider selling was limited. Investors now look to August 10 results for margin improvement.

MELI NU SE
SpaceX Stock Slips Ahead of Q2 Earnings and Massive Share Unlock
Earnings James Calloway

SpaceX Stock Slips Ahead of Q2 Earnings and Massive Share Unlock

SpaceX shares dropped to a record low ahead of Q2 earnings and a potential $99 billion share unlock. Despite a $1.6B Space Force contract, valuation concerns persist.