Expert Commentary

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Tue, 25 Nov 2025 11:15:08 GMT

Zoom Q3 FY2026 Earnings Summary

Zoom Communications reported third-quarter FY2026 revenue of $1.23 billion, up 4.4% from last year, with enterprise revenue rising 6.1% and online revenue up 2%. GAAP operating margin was 25.2%, non-GAAP margin 41.2%, and GAAP earnings per share were $2.01, a 204% increase, while non-GAAP EPS was $1.52, up 10.1%. Operating cash flow was $629 million, and free cash flow was

Fri, 21 Nov 2025 11:55:03 GMT

Lowe's Sees Sales Growth in Q3, Keeps 2025 Forecast Stable

Lowe's reported Q3 2025 net earnings of $1.6 billion, with diluted EPS of $2.88 and adjusted diluted EPS of $3.06, up 5.9% from last year after excluding $129 million in acquisition-related costs. Total sales reached $20.8 billion, a rise from $20.2 billion, with comparable sales up 0.4%, supported by Pro sales, double-digit growth in home services, and 11.4% online sales

Thu, 20 Nov 2025 17:35:05 GMT

Walmart Posts Strong Q3 Results, Boosts Full-Year Outlook

Walmart had a strong third quarter. Sales grew to $179.5 billion, helped by very fast eCommerce growth of 27%. The company earned less on a GAAP basis because of a one-time charge at PhonePe, but adjusted profit increased, showing the business is performing well. In the U.S., Walmart's sales and online orders grew solidly, and operating income increased. International sales

Thu, 20 Nov 2025 13:30:12 GMT

NVIDIA delivers

The NVIDIA Q3 Fiscal 2026 report announced record revenue of $57.0 billion, up 62% year-over-year, driven overwhelmingly by the Data Center segment's record $51.2 billion in revenue (up 66% Y/Y), with CEO Jensen Huang stating that "Blackwell sales are off the charts, and cloud GPUs are sold out" due to compounding compute demand in the virtuous cycle of AI. The

Wed, 19 Nov 2025 14:30:05 GMT

Target earnings release

In Q3 2025, Target reported net sales of $25.3 billion, down 1.5% from the prior year, as merchandise sales declined 1.9% while non-merchandise sales, including Roundel, membership, and marketplace revenue, grew 17.7%. GAAP EPS was $1.51, and adjusted EPS, which excludes non-recurring charges, was $1.78, both lower than the prior year. Comparable store sales fell 3.8%, partially offset by a

Mon, 17 Nov 2025 11:45:03 GMT

Walt Disney earnings report

The Walt Disney Company reported $94.4 billion in revenue for fiscal year 2025, up 3% from last year, with fourth-quarter revenue of $22.46 billion, similar to the previous year. Income before taxes rose to $12 billion for the year, up 59%, and doubled in the fourth quarter to $2.05 billion. Full-year earnings per share were $6.85, up from $2.72, and

Thu, 13 Nov 2025 15:45:04 GMT

Cisco earnings report

Cisco reported a strong Q1 FY 2026, with revenue of $14.9 billion, up 8% year-over-year, and non-GAAP EPS of $1.00, up 10% year-over-year, both above guidance. Product revenue grew 10% while services increased 2%, and product orders rose 13%, including $1.3 billion in AI infrastructure orders from hyperscalers. Networking led technology growth with a 15% increase, while Security and Collaboration

Fri, 07 Nov 2025 12:35:05 GMT

AstraZeneca earnings report

AstraZeneca showed strong results for the first nine months of 2025, with total revenue up 11% to $43.2 billion and core earnings per share up 15% to $7.04. Growth came from all main therapy areas and regions, led by strong sales in cancer, respiratory, and heart and kidney medicines. The company achieved 16 positive Phase III trial results this year,

Thu, 06 Nov 2025 12:45:05 GMT

McDonald's earnings report

McDonald's reported global sales of over $36 billion for the third quarter of 2025, up 8% from last year, or 6% in constant currency. Comparable sales increased 3.6% globally, with growth across all segments, led by Australia, Germany, and Japan. Revenue rose 3% to $7.1 billion, operating income increased 5% to $3.4 billion, and net income grew 1% to $2.3

Fri, 31 Oct 2025 13:00:05 GMT

Meta earnings report

In Q3 2025, the company saw strong revenue and operational growth, with revenue rising 26% to $51.24 billion and operating income up 18% to $20.54 billion, though the operating margin fell slightly to 40%. Reported net income and EPS plunged 83% to $2.71 billion and $1.05, respectively, due to a one-time $15.93 billion tax charge, which drove the effective tax

Thu, 30 Oct 2025 14:45:09 GMT

Microsoft earnings report

Microsoft reported strong results for the first quarter of fiscal year 2026, ended September 30, 2025, with growth driven by its cloud and artificial intelligence businesses. Revenue reached $77.7 billion, up 18% from the same quarter last year, while operating income rose 24% to $38 billion. Net income totaled $27.7 billion, an increase of 12% on a GAAP basis and

Wed, 29 Oct 2025 12:35:03 GMT

UnitedHealth earnings report

UnitedHealth Group (UHG) reported strong Q1 2025 revenue growth but earnings slightly below expectations due to higher Medicare-related care costs and changes in Optum Health member profiles. Total revenues reached $109.6 billion, up $9.8 billion year-over-year. Net earnings were $6.85 per share, with adjusted earnings of $7.20 per share. The consolidated operating margin was 8.3%, the medical care ratio was

Tue, 28 Oct 2025 10:45:04 GMT

Salvatore Ferragamo Group analysis

Salvatore Ferragamo Group designs, produces, and distributes luxury goods for men and women, including shoes, leather goods, apparel, and accessories. Its main focus remains on footwear and leather goods, supported by licensed products such as eyewear, watches, and fragrances. The brand sells through directly operated stores, online boutiques, and select wholesale partners. Salvatore Ferragamo's results for the nine months to

Fri, 24 Oct 2025 13:45:04 GMT

Intel earnings report

Intel's Q3 2025 financial results showed continued improvement, with revenue of $13.7 billion, up 3% year-over-year, GAAP EPS of $0.90, up 123% from $(3.88), and GAAP net income of $4.1 billion, up 124% from the prior year. The Client Computing Group generated $8.5 billion, up 5%, while Data Center & AI revenue declined slightly to $4.1 billion, and Intel Foundry

Thu, 23 Oct 2025 14:00:08 GMT

Tesla earnings report

Tesla's third-quarter 2025 results presented a mixed financial picture, characterized by record-breaking revenue and vehicle deliveries offset by a significant decline in profitability and shrinking margins. The company posted total revenue of $28.1 billion, a 12% increase year-over-year, driven by a quarterly record of 497,099 vehicle deliveries. This sales surge was partly attributed to strong demand before the U.S. federal

Tue, 21 Oct 2025 13:30:09 GMT

American Express earnings report

American Express reported strong financial results, with revenue rising 11% year-over-year to a record $18.4 billion and earnings per share increasing 19% to $4.14. Net income reached $2.9 billion, up from $2.5 billion a year ago. Card Member spending grew 9%, or 8% on a foreign exchange-adjusted basis, driven by increased usage and engagement. The refreshed U.S. Platinum Card saw

Fri, 17 Oct 2025 13:05:11 GMT

TSMC earnings report

TSMC reported strong financial results for the third quarter of 2025, ending September 30. The company earned NT$989.92 billion in revenue, equal to $33.1 billion USD, and made a net income of NT$452.30 billion. Earnings per share were NT$17.44, or $2.92 per ADR. TSMC showed solid margins, with a gross margin of 59.5%, operating margin of 50.6%, and net profit

Thu, 16 Oct 2025 10:35:04 GMT

Bank of America earnings report

Bank of America had a strong third quarter in 2025, with big improvements compared to last year. The bank earned $8.5 billion in profit, up from $6.9 billion, and its earnings per share rose by 31% to $1.06. Total revenue grew 11% to $28.1 billion, helped by record interest income from loans and deposits. Costs grew slower than revenue, making

Wed, 15 Oct 2025 08:40:03 GMT

Goldman Sachs earnings report

Goldman Sachs reported strong Q3 2025 results, driven by a robust client base and strategic execution in a better market environment, marking its third-highest quarterly net revenue. The firm posted $15.18 billion in revenue and $4.10 billion in net earnings, with diluted EPS of $12.25, an annualized ROE of 14.2%, and ROTE of 15.2%. Book value per share reached $353.79.

Tue, 14 Oct 2025 08:50:04 GMT

Ericsson boosted by earnings

Ericsson's Q3 results were dominated by a SEK 7.6 billion capital gain from the divestment of iconectiv, which significantly inflated reported profitability while the company's core top line showed a 2% organic sales decline. This sales dip was primarily driven by a 5% organic decline in the key Networks segment, although the Cloud Software & Services division was a bright

Thu, 09 Oct 2025 13:45:05 GMT

PepsiCo quarter earnings

PepsiCo reported Q3 2025 results with net revenue up 2.6% for the quarter and 0.8% year-to-date. GAAP EPS fell 11% to $1.90 in Q3 and 29% YTD to $4.15, while foreign exchange had a minor positive impact in Q3 but a negative YTD effect. On a non-GAAP basis, organic revenue rose 1.3% in Q3 and 1.5% YTD, with core EPS

Wed, 01 Oct 2025 13:30:04 GMT

NIKE quarter earnings

NIKE reported $11.7 billion in revenue, up 1% from the same period last year. However, net income fell 31% to $700 million, and earnings per share dropped 30% to $0.49. NIKE Direct sales, which include online and physical stores, declined 4%, driven by a 12% drop in digital sales. In contrast, wholesale revenue rose 7%, reflecting strong performance through retail

Fri, 19 Sep 2025 08:15:06 GMT

FedEx quarter earnings

FedEx reported strong earnings growth in the first quarter of fiscal 2026 compared to last year. Revenue rose to $22.2 billion from $21.6 billion, and adjusted earnings per share increased to $3.83 from $3.60. This growth came from higher U.S. domestic shipping, better efficiency, and cost-cutting efforts, although results were slightly affected by one-time tax costs and ongoing business changes. The

Thu, 18 Sep 2025 12:00:06 GMT

General Mills earnings report

General Mills reported its first-quarter results for fiscal 2026, showing mixed performance. Sales fell 7% to $4.5 billion, partly due to selling its U.S. yogurt business. Organic sales, which exclude one-time events, were down 3%. The company made a $1.05 billion gain from the yogurt sale, which helped push total operating profit up 108% to $1.7 billion. However, adjusted operating

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