Topic
Corporate Earnings
Everything Briefed has filed against Corporate Earnings, most recent first.
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Yardeni lifts S&P target to 8,400 on earnings momentumEd Yardeni raised his S&P 500 target to 8,400, citing what he calls fabulous earnings momentum running through Q2 reporting season. That is one of the more bullish calls on the Street right now, co…Apple, Amazon book tariff refunds straight into earningsApple added $0.11 to diluted EPS and two full percentage points to gross margin from tariff refunds this quarter, while Amazon booked $600 million, according to Bloomberg's reporting on the rollbac…ASX jumps on listings rebound, Treasury Wine earnings drop 36%ASX Ltd shares had their biggest one-day jump in six years after flagging a stronger listings pipeline, with new IPOs up 37% to 92 in 2025 from 67 the year before, and average returns on those list…ABN AMRO raises guidance after profit jumps 29%Q2 net profit hit €781 million, well above the €686 million analysts expected, pushing the bank to lift its 2026 commercial NII guidance to €6.8 billion and cut cost guidance to €5.5 billion, now f…Supermicro's margins doubled and nobody saw it comingGross margin came in at 17.5%, against guidance of 8.2% to 8.4%, on revenue of $11.12 billion that actually missed some analyst estimates. Profit hit $1.17 billion, up from $195.2 million a year ea…China's tech trade rotates from chips to Tencent and JDTencent reports Wednesday, JD.com Thursday, and SMIC's outlook will show whether chip demand is holding up, three results that together test whether the recent move out of AI infrastructure stocks …Firms pay up to $100k a month for fast Truth Social accessMore than ten trading and research outfits are paying premium fees for early access to presidential posts, treating social media as market-moving data infrastructure.Trump Media's crypto pile just cost it $190m in one quarterTrump Media posted a Q2 net loss of $238.1 million, more than ten times last year's $19.2 million shortfall, driven almost entirely by non-cash markdowns on digital assets that totalled $190.4 mill…Wizz Air's £170m loss is the Hormuz risk premium made visibleWizz Air posted a £170m loss and warned that elevated fuel costs tied to the Iran conflict could wipe out full-year profit entirely. Budget carriers run on wafer-thin margins built around cheap fue…Versant Media shares jump on raised outlookStrong viewership numbers pushed Versant to lift guidance, a rare bright spot for a traditional media stock this earnings season.Rheinmetall cuts sales outlook as Germany scraps warship projectBerlin's cancellation strips a chunk of expected revenue from Europe's biggest defence contractor, a reminder that even the rearmament boom has budget limits.eBay raises outlook as Depop deal closesRevenue rose and eBay now folds Depop's Gen Z resale audience into a marketplace that has spent years fighting an image as somewhere only your parents sell things. The upgrade suggests the acquisit…Goodyear swings to a lossLower tyre volumes met higher input costs, a combination that has hit the whole auto supply chain as consumers delay replacement purchases. Goodyear's stock has underperformed Michelin and Bridgest…Novo Nordisk raises guidance, investors punish it anywayNovo Nordisk lifted its full-year outlook off strong Wegovy and Ozempic sales and the stock fell regardless, showing how far expectations had drifted after two years of obesity-drug euphoria. The g…Booking Holdings beats estimates, keeps guidance unchangedBooking Holdings beat Q2 estimates on resilient travel demand and left full-year guidance untouched, which is the more interesting number given how many consumer companies have been cutting outlook…Prudential's asset management arm bails out a soft insurance quarterPrudential beat estimates because its asset management division is now doing the heavy lifting that its core insurance business used to provide, a rebalancing that changes how the stock should be v…Pinterest's Gen Z traction turns into real revenue growthPinterest converting Gen Z engagement into sales growth matters because the platform spent years being written off as a millennial mood board with no path to ad dollars from younger users. Sales cl…Spotify crosses 300 million paying subscribersSpotify hitting 300 million premium subscribers confirms the subscription music model has largely finished its growth phase in developed markets and is now a scale-and-margin story rather than a la…Palantir's forecast makes the AI bears look prematurePalantir raised guidance again and called its own US commercial demand pipeline 'otherworldly', a word choice that usually signals a company about to get mocked in six months but for now is backed …Oil majors are having a very good warDiamondback Energy just raised production guidance and reported surging profit, and the mechanism is simple: Middle East conflict has pulled non-OPEC supply into the gap, with Brazil's oil output h…Whirlpool's retreat from global scale is now costing it at homeWhirlpool spent the last decade shedding international operations to focus on North America, and that bet is now backfiring as it faces tariff-exposed input costs with none of the scale or geograph…Caterpillar becomes the unlikely referendum on AI capexCaterpillar's earnings this week land in the middle of an AI selloff that has nothing to do with excavators and everything to do with whether data centre construction demand, which has been proppin…SpaceX's first earnings test lands right as $100bn in stock unlocksSpaceX has never had to answer public-market-style earnings questions, and the timing here is brutal: its first real scrutiny arrives days before roughly $100bn of employee and early-investor stock…HSBC's record rally now has to survive its own earningsHSBC shares have run further than most UK bank analysts expected this year, which means Wednesday's numbers face a higher bar than a simple beat, they need to justify a valuation that's already pri…Marriott's Middle East exposure just showed up in the numbersMarriott flagging that the Middle East conflict weighed on sales confirms what airlines have been saying for months quietly: regional conflict is now a line item in hospitality earnings, not a foot…Aston Martin creditors threaten legal action over branding rights saleCreditors are pushing back on a plan to sell off Aston Martin branding rights, a sign the carmaker's balance sheet repair is running into resistance from the people it owes money to, not just the m…AWS growth reaccelerating is the number that moved Amazon's stockCloud revenue growth ticking back up after several quarters of deceleration is what actually justifies the $220bn capex figure sitting alongside it in the same earnings release. Wall Street had bee…Korea's stock market just had its best day on recordA single-day gain in the mid-teens percentage range for a major national index is a repricing, and it happened because Korean chipmakers and AI supply chain names got swept up in the same optimism …Rivian cuts spending while Ferrari raises its forecast, same weekRivian trimming its 2026 spending plans and narrowing earnings guidance is capital discipline dressed up as strategy, a tacit admission that EV volume growth isn't materialising fast enough to just…Shell's profits doubled on the same volatility hurting driversShell's trading division profiting from Middle East-driven oil price volatility while UK motorists and bill payers absorb the same volatility as higher costs is the uncomfortable mechanism behind e…Reddit's profit rose on advertising growthAd revenue strength gives Reddit more room to defend its data-licensing deals with AI labs as a secondary revenue stream rather than a lifeline, changing its negotiating position with Google and Op…Samsung's chip division just printed a record profitSamsung's semiconductor unit posted its strongest quarterly profit on record, driven by memory chip prices that have been climbing all year on AI datacentre demand. Korean equities swung higher on …Qualcomm's profit fell on costs, not demandChip demand isn't the problem at Qualcomm, cost inflation is. The company's profit declined even as revenue held up, which points to margin pressure from input costs and R&D spend rather than any w…UK car production down 7.5%, and carmakers want government helpA 7.5% drop in first-half vehicle production is the kind of number that turns into a lobbying campaign, and that's exactly what's happening as manufacturers push the government for cost relief. Ene…Greggs found growth in matcha and protein bars, not sausage rollsGreggs grew profit despite a summer heatwave that should have hurt footfall for a hot-food bakery chain, and the answer is a menu pivot toward iced drinks, matcha, and protein-heavy snacking that's…C.H. Robinson's profit rose on pricing, not volumeThe freight broker grew profit by charging more per shipment, not by moving more freight, which tells you freight demand is still soft even as pricing power returns to logistics providers.Market Talk roundups: tech, autos, materials and energyCross-sector desk notes today lean cautious on materials pricing and steady on energy, with auto names still digesting the UK production numbers.The AI chip boom just showed its first real cracksSK Hynix posted a sixfold profit jump on AI memory demand, NXP and ASM International both raised outlooks on the same wave, and yet chip stocks sold off hard enough to qualify as a proper unwind ra…Consumer names quietly had a very good quarterWhile the AI trade wobbles, the unglamorous end of the market is delivering. Mondelez, Sherwin-Williams, Bloom Energy, and Centene all raised full-year guidance this week, and Rio Tinto lifted its …Shein posts a loss right before it needs Hong Kong investors to trust its numbersShein's swing to a loss lands at the worst possible moment, weeks ahead of a planned Hong Kong listing that was already going to face scrutiny over supply chain practices, EU tariff exposure, and t…