Research

  • Earnings: Micron FY25 Q4

    closed out FY25 with a strong Q4, beating expectations on both revenue and earnings. Revenue hit a record $11.3 billion, topping the $11.15 billion consensus, while EPS came in at… Read more

  • Earnings: Adobe Inc FY25 Q3

    Adobe Inc (NASDAQ:ADBE) eported better-than-expected FY25 Q3 results, beating revenue and earnings estimates and raising full-year guidance for both. The company also reached its $250 million ARR goal for AI-first… Read more

  • Earnings: GameStop Corp FY25 Q2

    GameStop Corp. (NYSE:GME) delivered a strong Q2, beating both revenue and earnings estimates with $972.2 million in revenue and $0.25 in EPS. Hardware sales were a standout, rising more than… Read more

  • Earnings: Salesforce FY26 Q2

    Salesforce Inc (NYSE:CRM) delivered solid FY26 Q2 results, exceeding expectations with $10.24 billion in revenue and $2.91 in EPS. Subscription revenue grew at a modest pace, with strength across geographies,… Read more

  • Earnings: NIO Inc FY25 Q2

    NIO Inc (NASDAQ:NIO) posted a mixed FY25 Q2, missing revenue expectations but surpassing earnings estimates as losses came in smaller than feared. Still, losses were significant with a $685 million… Read more

  • Earnings: Alibaba Group FY26 Q1

    Alibaba Group (NASDAQ:BABA) reported mixed FY26 Q1 results, with revenue coming in above expectations but earnings falling short. Growth was broad-based across major segments. Margins improved in Alibaba International Digital… Read more

  • Earnings: Dell Technologies FY26 Q2

    Dell Technologies (NYSE:DELL) reported mixed FY26 Q2 results, with revenue of $29.78 billion and EPS of $2.32 narrowly ahead of expectations. Demand for AI servers supported topline growth, but margins… Read more

  • Earnings: NVIDIA FY26 Q2

    NVIDIA Inc (NASDAQ:NVDA) delivered another record-setting FY26 Q2, posting $46.74 billion in revenue and non-GAAP EPS of $1.04, both topping expectations. Free cash flow was strong at $13.5 billion, and… Read more

  • Earnings: Workday FY26 Q2

    Workday Inc (NASDAQ:WDAY) announced solid results for FY26 Q2, reporting $2.35 billion in revenue and earnings per share of $2.21, both surpassing analyst expectations. The non-GAAP operating margin reached 29%… Read more

  • Earnings: Baidu FY25 Q2

    Baidu Inc (NASDAQ:BIDU) reported a mixed second quarter for fiscal year 2025. The company delivered $4.57 billion in revenue, which was just shy of the $4.6 billion market expectation, while… Read more