Articles Tagged “Earnings Beat”
20 articles found
Analog Devices Q3 Revenue Jumps 40% to a Record $4.02B
Analog Devices posted record Q3 revenue of $4.02 billion, up 40% year over year, with adjusted EPS of $3.45 and a Q4 outlook calling for $4.3 billion.
Applied Materials Q3: Record $9.12B and Raised Outlook
Applied Materials posted record Q3 revenue of $9.12 billion, up 25% year over year, and guided Q4 to $10.25 billion on AI infrastructure demand.
Cisco Q4 Revenue Hits Record $17.3B as AI Orders Surge
Cisco posted record Q4 revenue of $17.3 billion, up 18%, and booked $9.3 billion in hyperscaler AI infrastructure orders in fiscal 2026, up 4.5x.
Datadog Q2 Revenue Grows 36% to $1.12B on AI Agents
Datadog Q2 revenue rose 36% to $1.12 billion with 4,720 customers above $100K ARR, as autonomous Bits AI and AI Guard reached general availability.
ChipMOS Q2 Revenue Climbs 28.7% to a Record $231.8M
ChipMOS posted its best quarter since 2014 on August 11, with revenue up 28.7% to $231.8 million, gross margin at 18%, and DRAM revenue up over 70%.
MACOM Revenue Jumps 36% on Data Center Optical Demand
MACOM posted $342.2M in fiscal Q3 revenue, up 35.8% year over year, and guided fiscal Q4 to as much as $425M on strong data center optical demand.
Onto Innovation Q2 Revenue Climbs 35% to $343 Million
Onto Innovation posted record Q2 revenue of $343M, up 35% year over year, with backlog above $1.1 billion on AI memory and advanced packaging demand.
Unity Q2 Revenue Climbs 24% to $546M as Grow Surges
Unity reported Q2 2026 revenue of $546.5 million, up 24%, with adjusted EPS of 28 cents against an expected 9-cent loss. Shares jumped double digits.
AMD Data Center Revenue Doubles to $6.7B in Q2 2026
AMD posted record Q2 revenue of $11.5 billion, up 50%, as data center sales more than doubled to $6.7 billion and now make up 58% of the company.
Palantir Q2 Revenue Grows 93% and Guidance Rises
Palantir posted $1.94 billion in Q2 revenue, up 93%, with US commercial revenue up 149% and full-year guidance lifted to roughly $8.15 billion.
Robinhood Q2 Revenue Hits a Record $1.31 Billion, Up 32%
Robinhood posted record Q2 2026 revenue of $1.31 billion, up 32%, with adjusted EPS of 48 cents and 13 separate business lines each clearing $100 million.
Amazon Q2 Revenue Tops $200B as AWS Accelerates 37%
Amazon's Q2 2026 net sales hit $200.6 billion, up 20%, while AWS grew 37% to $42.2 billion — its fastest expansion in 18 quarters — on AI demand.
Microsoft Azure Tops $100B as Q4 Revenue Hits $90B
Microsoft's Q4 FY2026 revenue rose 18% to $90.01 billion, Azure grew 43%, and full-year Azure revenue crossed $100 billion for the first time.
Applied Materials Posts a Record Q2 — $7.91B Revenue, 50% Gross Margin, and Eight Price-Target Hikes in a Day
Applied Materials beat Q2 FY2026 estimates with $7.91B revenue and $2.86 non-GAAP EPS on May 15, 2026 — triggering eight Wall Street price target hikes and a 30% calendar-2026 growth call.
Cisco's AI Orders Forecast Hits $9 Billion — Record Q3 Revenue Sends the Stock to an All-Time High
Cisco reported record Q3 fiscal 2026 revenue of $15.84B on May 13, 2026 — and raised its full-year AI orders forecast to $9 billion, up from $5 billion, sending the stock to a new all-time high.
Nebius Crushes Q1 — 684% Revenue Growth, $27B Meta Contract, and a $20-25B CapEx Step-Up
Nebius Group reported Q1 2026 revenue of $399 million on May 13, 2026 — up 684% year-over-year — and disclosed a $27B Meta capacity contract along with raised full-year CapEx guidance to $20B-$25B.
Broadcom Smashes Q1 Estimates as AI Revenue Doubles to $8.4 Billion — Announces a $10 Billion Buyback
Broadcom posts record fiscal Q1 revenue of $19.3 billion with AI chip sales surging 106 percent year-over-year, and management sees a path to $100 billion in AI semiconductor revenue.
CrowdStrike Smashes Q4 Records as Annual Recurring Revenue Surpasses $5.25 Billion
CrowdStrike's Q4 FY2026 delivers record net new ARR of $331M, total ARR of $5.25B, and 45% operating income growth — crossing $1B in net new ARR for the full year.
Target Beats Q4 Estimates as Comparable Sales Turn Positive — Signaling a Broader Consumer Recovery
Target's Q4 earnings surprise with positive comparable store sales for the first time in five quarters, led by strength in discretionary categories and digital growth.
Dell Posts a Record Quarter as AI Server Revenue Surges 342 Percent to $9 Billion
Dell's Q4 revenue hits $33.4B with AI server orders reaching $64B for the year, validating that enterprise AI spending is translating into real hardware demand.