Read the companies behind the earnings headlines

Earnings analyses

• Alphabet Q4 2025 Earnings: Inside the $403B Revenue Machine Powering the AI Era
• Alphabet Q1 2026: Google Cloud Grows 63%, and a $37.7B Paper Gain Drives the EPS Beat
• Alphabet Q2 2026: A $99B Paper Gain, 82% Cloud Growth, and the End of the Buyback Era

Earnings analyses

• Airbnb FY2025 Earnings: A $12 Billion Platform Pays Full Price for Its Second Act

Earnings analyses

• Amazon FY2025 Earnings: A Record $77.7B Profit — and AWS Now Generates 57% of It

Earnings analyses

• Apple's Best March Quarter Ever: $111.2B Revenue, a New $100B Buyback, and Retained Earnings Turn Positive Again

Earnings analyses

• Broadcom FY2025 Earnings: $63.9B in Revenue, and a Net Income That Nearly Quadrupled to $23.1B

Earnings analyses

• Circle Q1 2026: $694M in Revenue, and Most of It Never Stays

Earnings analyses

• Micron FY2026 Q3 Earnings: Revenue Rose 346%. The Cost of Making the Chips Rose 10%.

Earnings analyses

• Microsoft FY2025 Earnings: The $101B Profit Machine Betting Everything on AI Infrastructure
• Microsoft FY2026 Q3: Azure Hits 40% Growth as the $190 Billion Capex Bet Compounds

Earnings analyses

• MiniMax FY2025 Earnings: $79M in Revenue, and a $1.9 Billion Loss That Isn't What It Looks Like

Earnings analyses

• NVIDIA Q1 FY2027: $81.6B Revenue, and $15.9B of Net Income That Isn't From Chips

Earnings analyses

• Palantir Q1 2026 Earnings: An 85% Growth Rate, a 53% Net Margin, and a Balance Sheet That Still Says It Has Never Made Money

Earnings analyses

• Robinhood Q4 FY2025 Earnings: From Meme-Stock Punchline to $1.9B Profit — So Why Did the Stock Drop 9%?
• Robinhood Q1 2026 Earnings: Prediction Markets Just Overtook Crypto — and the Stock Got Punished Anyway

Earnings analyses

• SpaceX's First Public Earnings: Starlink's $11.4B Profit Machine Is Bankrolling a $6.4B AI Bet

Earnings analyses

• Tesla Q1 2026: Margins Hit a 5-Quarter High While Deliveries Keep Falling — and a New $25B+ Capex Guide Rattled the Stock