Earnings News

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

Microsoft's $40B AI Capex Strains Cash Flow as Azure Growth Looms
Earnings James Calloway

Microsoft's $40B AI Capex Strains Cash Flow as Azure Growth Looms

Microsoft's Q4 capex is set to exceed $40 billion, raising cash-flow concerns as Azure growth guidance holds at 39-40% and cloud margins decline.

MSFT GOOGL
Barclays Shares Slide 5% Despite Q2 Profit Beat as Cost Concerns Mount
Earnings James Calloway

Barclays Shares Slide 5% Despite Q2 Profit Beat as Cost Concerns Mount

Barclays shares dropped over 5% on Tuesday, even as Q2 pretax profit and income exceeded expectations. Rising costs and a portfolio sale gain tempered investor enthusiasm.

AAL
Nokia Shares Edge Up Amidst €2.8B AI Orders and Insider Buying
Earnings James Calloway

Nokia Shares Edge Up Amidst €2.8B AI Orders and Insider Buying

Nokia shares inched up 1% to €8.01 following €2.8B in AI orders, insider buying, and mixed Q2 results. Revenue conversion and cash flow remain key investor concerns.

American Airlines Stock Rebounds on Oil Slide, Fuel Costs Still a Drag
Earnings James Calloway

American Airlines Stock Rebounds on Oil Slide, Fuel Costs Still a Drag

American Airlines stock recovered as oil prices fell, but fuel costs remain a key concern. A 10-cent per gallon increase adds $460M in annual expenses.

AAL DAL UAL
Celestica Soars 8% After Raising Full-Year Guidance, Q4 Revenue Implied at $6.35B
Earnings James Calloway

Celestica Soars 8% After Raising Full-Year Guidance, Q4 Revenue Implied at $6.35B

Celestica shares surged 8% after raising its 2026 outlook, with Q4 revenue implied at $6.35 billion and adjusted EPS at $3.62, driven by robust AI and cloud demand.

CLS
Intel Holds Steady in Premarket as AI Server Demand Boosts Earnings Outlook
Earnings James Calloway

Intel Holds Steady in Premarket as AI Server Demand Boosts Earnings Outlook

Intel shares slipped 0.7% in premarket, outperforming peers, as AI server demand drove a 59% surge in data center revenue and Q3 guidance beat consensus.

INTC NVDA AMD
Navitas Q3 Outlook: 71% Distributor Concentration Raises Risk Flag
Earnings James Calloway

Navitas Q3 Outlook: 71% Distributor Concentration Raises Risk Flag

Navitas Semiconductor (NVTS) forecasts Q3 revenue midpoint of $13.5M, up 28% sequentially, but 71% of Q2 sales came from one distributor, raising concentration concerns.

NVTS WOLF MX
Amkor Technology Beats Q2 Targets but Soft Q3 Outlook Weighs on Shares
Earnings James Calloway

Amkor Technology Beats Q2 Targets but Soft Q3 Outlook Weighs on Shares

Amkor Technology (AMKR) exceeded Q2 expectations but issued a cautious Q3 revenue forecast, causing shares to fall 6.5%.

AMKR NVDA AAPL
ServiceNow Stock Jumps 6.9% on Q2 Beat, but Tepid Q3 Outlook Caps Rally
Earnings James Calloway

ServiceNow Stock Jumps 6.9% on Q2 Beat, but Tepid Q3 Outlook Caps Rally

ServiceNow shares surged 6.9% on a $57M Q2 subscription revenue beat, but Q3 guidance fell short, limiting the rally. AI revenue surpassed $1B ACV.

NOW WDAY CRM ORCL MSFT
Archer Aviation Holds $390M Gain After Q2 Earnings Preview
Earnings James Calloway

Archer Aviation Holds $390M Gain After Q2 Earnings Preview

Archer Aviation closed Monday with an estimated $390 million gain, up 3.8% to $4.95, ahead of Q2 earnings on August 10.

ACHR JOBY EVTL
Universal Health Services Slumps on Profit Warning; Buybacks Lift EPS
Earnings James Calloway

Universal Health Services Slumps on Profit Warning; Buybacks Lift EPS

Universal Health Services shares dropped 5% in after-hours trading after the hospital operator lowered its 2026 profit outlook, citing Medicaid reimbursement uncertainty. Q2 EPS beat estimates but growth was mostly from share repurchases.

UHS HCA THC TALK
OPKO Stock Jumps 8% After Q2 Beat, Nicoya Deal Lifts Outlook
Earnings James Calloway

OPKO Stock Jumps 8% After Q2 Beat, Nicoya Deal Lifts Outlook

OPKO Health shares jumped 8% after hours as Q2 revenue beat by $32.35 million, largely from Nicoya preferred shares. The company also raised its 2026 revenue outlook.

OPK LH PFE