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 $190B AI Capex Plan Faces Cash Flow Scrutiny Ahead of Earnings
Earnings James Calloway

Microsoft's $190B AI Capex Plan Faces Cash Flow Scrutiny Ahead of Earnings

Microsoft's massive AI investment, with capex at 66% of operating cash flow, faces investor scrutiny as Azure demand outpaces supply ahead of earnings.

MSFT META GOOGL
Bloom Energy Stock Plunges 15% as $3.6B Revenue Target Hinges on H2 Surge
Earnings James Calloway

Bloom Energy Stock Plunges 15% as $3.6B Revenue Target Hinges on H2 Surge

Bloom Energy shares dropped 15% as early Q2 projections of 2.1% sequential growth raise concerns about reaching its $3.6B annual revenue target.

BE ORCL BAM FCEL PLUG
Apple's lean AI spending approach contrasts with industry giants ahead of earnings
Earnings James Calloway

Apple's lean AI spending approach contrasts with industry giants ahead of earnings

Apple shares approach record high ahead of earnings, with its lean AI spending strategy standing in stark contrast to Alphabet's massive capital outlays.

AAPL GOOGL
Nokia Stock Dips Despite AI Order Surge as Cash Flow Worries Mount
Earnings James Calloway

Nokia Stock Dips Despite AI Order Surge as Cash Flow Worries Mount

Nokia shares dropped 1.85% as AI order growth raised cash flow concerns, requiring €1.63 billion in H2 free cash flow.

Frontier Group Halts Knoxville Route, Trims Network Ahead of Q3 Results
Earnings James Calloway

Frontier Group Halts Knoxville Route, Trims Network Ahead of Q3 Results

Frontier Group will halt its Denver-Knoxville route from August 17, part of a network overhaul ahead of Q3 earnings. Shares fell 6.7% last week to $5.81.

ULCC AAL LUV
Intel Stock Tumbles 7.9% as AI Gains Collide with $20B Capex Plan
Earnings James Calloway

Intel Stock Tumbles 7.9% as AI Gains Collide with $20B Capex Plan

Intel shares dropped 7.9% as robust AI-driven earnings face a $20 billion capex hurdle, with the stock closing at $92.32 and the semiconductor index slipping 4.5%.

INTC
MSCI Stock Drops 12% on Rising Costs Despite Record Index Fees
Earnings James Calloway

MSCI Stock Drops 12% on Rising Costs Despite Record Index Fees

MSCI shares slid 12.4% as record index fees were overshadowed by higher expense forecasts, with operating expense midpoint rising $45 million while free cash flow guidance increased only $15 million.

MSCI SPGI MCO
Danaher's 50% Rebound Faces $100M Bioprocessing Deferral Hurdle
Earnings James Calloway

Danaher's 50% Rebound Faces $100M Bioprocessing Deferral Hurdle

Danaher shares rebounded 50% from a post-earnings drop, but a $100 million bioprocessing revenue delay to 2027 tests the recovery.

DHR TMO AVTR
AMC Shares Surge 17% Despite Persistent Dilution Fears Following Record Quarter
Earnings James Calloway

AMC Shares Surge 17% Despite Persistent Dilution Fears Following Record Quarter

AMC Entertainment (NYSE: AMC) shares jumped 17% for the week, even as dilution fears persist after a record quarter. The stock closed at $2.27, still 7.7% below its post-earnings high.

AMC CNK IMAX
SoFi Shares Face Potential 10% Swing as Q2 Earnings Loom
Earnings James Calloway

SoFi Shares Face Potential 10% Swing as Q2 Earnings Loom

SoFi Technologies faces a pivotal week with Q2 earnings and a Fed decision. Options imply a 10.45% move, as 62% of 2026 EPS hinges on second-half performance.

SOFI TFC
IBM Stock Rebounds as $10.9B Cash Flow Target Looms
Earnings James Calloway

IBM Stock Rebounds as $10.9B Cash Flow Target Looms

IBM shares recovered 3.65% on Friday to $214.19, but the company faces a $10.9 billion free cash flow challenge in the second half after a weak Q2.

IBM
Western Digital Posts Weekly Gain Despite Friday Slide as Profit Outlook Brightens
Earnings James Calloway

Western Digital Posts Weekly Gain Despite Friday Slide as Profit Outlook Brightens

Western Digital closed Friday at $519.80, down 6.9%, yet still gained 8.9% for the week as profit estimates climbed 20% to $3.30 per share.

WDC STX