Research

  • Earnings: Microsoft FY25 Q4

    Microsoft (NASDAQ:MSFT) closed out FY25 with a strong Q4, surpassing expectations on both revenue and earnings. Azure revenue jumped 39% year-over-year, exceeding forecasts and driving overall Cloud revenue up 27%.… Read more

  • Earnings: Meta Platforms FY25 Q2

    Meta Platforms (NASDAQ:META) delivered a blowout Q2, beating revenue expectations by nearly $3 billion and EPS by 21%. User growth remains impressive given their global scale, with Family Daily Active… Read more

  • Earnings: SoFi Technologies FY25 Q2

    SoFi Technologies (NASDAQ:SOFI) posted an impressive Q2, beating both revenue and EPS expectations, with several developments that could expand its total addressable market. Revenue rose 44% year-over-year, beating estimates by… Read more

  • Earnings: PayPal Holdings FY25 Q2

    PayPal Holdings (NASDAQ:PYPL) posted better-than-expected revenue and EPS for Q2, giving management the confidence to raise full-year guidance. For the full year, transaction margin dollars are now expected between $15.35… Read more

  • Earnings: Intel FY25 Q2

    delivered a mixed Q2, with revenue coming in above expectations but missing on earnings. The shortfall was largely due to $1.9 billion in GAAP-only restructuring charges tied to workforce reductions… Read more

  • Earnings: Mobileye Global Inc FY25 Q2

    Mobileye Global Inc (NASDAQ:MBLY) posted solid Q2 FY25 results, beating expectations on both revenue and EPS. Management credited stronger-than-expected demand for the upside, which they expect to persist. However, guidance… Read more

  • Earnings: IBM FY25 Q2

    IBM Corporation (NYSE:IBM) reported solid Q2 results, beating Wall Street expectations on both revenue and earnings. Software Services remained the primary growth driver, with revenue rising 10% year-over-year, led by… Read more

  • Earnings: Alphabet FY25 Q2

    Alphabet Inc (NASDAQ:GOOG) delivered another strong quarter, beating consensus estimates on both revenue and EPS. Google Services saw robust double-digit growth, with Search, YouTube Ads, and Subscriptions each rising at… Read more

  • Earnings: Tesla FY25 Q2

    Tesla Inc (NASDAQ:TSLA) delivered a better-than-expected Q2, slightly beating on both revenue and meeting EPS expectations. Still, underlying weaknesses remain hard to ignore—vehicle deliveries declined 13% year-over-year, and free cash… Read more

  • Earnings: Charles Schwab FY25 Q2

    Charles Schwab Corporation (NYSE:SCHW) delivered solid Q2 results, beating expectations on both revenue and EPS. The company also raised full-year guidance for both revenue and net interest margin (NIM). Core… Read more