Earnings

Microsoft Earnings Analysis: FY26 Q1 is All About a Fungible, Planet-Scale Fleet
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Microsoft Earnings Analysis: FY26 Q1 is All About a Fungible, Planet-Scale Fleet for the AI Bubble ⭐

Microsoft’s earnings this quarter are astronomical. But Microsoft’s earnings conference call was more like astrology.

Alphabet/Google Earnings Jump 16 Percent to $102.3 Billion

Alphabet/Google reported that it earned a net income of $35 billion on revenues of $102.3…

Microsoft Revenues Up 18 Percent to $77.7 Billion as AI Costs Soar Out of Control

Microsoft announced that it earned a net income of $30.8 billion on revenues of $77.7…

Transparency
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Transparency ⭐

I’m fascinated to see others in my industry finally wake up to the lack of…

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Intel Revenues Up 3 Percent to $13.7 Billion in Q3

Struggling microprocessor giant Intel earned a net income of $4.1 billion on revenues of $13.7…

Netflix Revenues Grew 17 Percent in Third Quarter

Netflix Revenues Grew 17 Percent in Third Quarter

Netflix reported that it earned a net income of $2.4 billion on revenues of $9.8…

Dell Revenues Up 19 Percent to $29.8 Billion, a Record

Dell Revenues Up 19 Percent to $29.8 Billion, a Record

Dell reported a net income of $1.2 billion on record revenues of $29.8 billion in…

Nvidia headquarters

Nvidia Revenues Surge 56 Percent to $46.74 Billion

Nvidia reported a net income of $26.4 billion on revenues of $46.74 billion in the…

HP Revenues Up 3.1 Percent to $13.9 Billion

HP Revenues Up 3.1 Percent to $13.9 Billion

HP reported that it earned a net income of $700 million on revenues of $13.9…

Lenovo Revenues Surge 22 Percent to $18.8 Billion

Lenovo Revenues Surge 22 Percent to $18.8 Billion

Lenovo reported that it earned a net income of $389 million on revenues of $18.8…

PlayStation 5 "Slim"

Sony Revenues Up 2 Percent to $17.8 Billion, 2.5 Million PS5s Sold

Games & Network Services was again Sony's standout, with Sony selling 2.5 million PlayStation 5…

AMD Revenues Up 32 Percent to $7.7 Billion

AMD Revenues Up 32 Percent to $7.7 Billion

AMD announced that it earned a net income of $872 million on revenues of $7.7…

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Amazon Revenues Jump 13 Percent to $167.7 Billion

Amazon reported that it earned a net income of $18.2 billion on revenues of $167.7…

Apple logo

Apple Revenues Up 9.6 Percent to $94 Billion

Apple reported that it earned a net income of $23.4 billion on revenues of $94…

Microsoft Earnings Analysis: FY2025
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Microsoft Earnings Analysis: FY2025 (Premium)

Microsoft's fiscal year 2025 was dominated by layoffs and AI spending, and so it tried…

MWC 2025: Qualcomm X85 5G Modem Hits 12.5 Gbps

Qualcomm Earnings Up 10 Percent to $10.4 Billion

Qualcomm reported that it earned a net income of $2.7 billion on revenues of $10.4…

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