Micron Q3 FY2026 Earnings: HBM Drives a 346% Revenue Surge and a $50B Q4 Outlook
Micron's fiscal Q3 produced $41.46B in revenue and 84.9% non-GAAP gross margins, both records, blowing past management's own $33.5B guidance by 24% and setting up a Q4 guide of $50B that analysts called 15-22% above expectations.
21 reports — filtered
Oracle Q4 FY2026: The $638 Billion Backlog That Markets Still Don't Believe
Oracle posted record Q4 revenue and a decisive non-GAAP EPS beat, then watched its stock fall 10% — the gap between $638 billion in contracted backlog and near-term gross margin c…
Salesforce Q1 FY2027: Agentforce Crosses $1B, Buyback Boosts EPS
Q1 FY2027 delivered a headline non-GAAP EPS beat of $0.75 and record free cash flow of $6.6B, yet both figures carry structural footnotes — a $25B debt-financed buyback inflating …
Dell Technologies Q1 FY2027: AI Revenue Multiplies 9x, Full-Year Guide Raised $27B
Q1 FY2027 delivered revenue of $43.8B — $8.1B above consensus — as AI server demand obliterated forecasts. Dell raised its full-year guide to $167B, the largest single-quarter gui…
NVIDIA Q1 FY2027: $81.6B, Record Free Cash Flow, and a New $200B CPU Bet
NVIDIA's fourteenth consecutive quarter of sequential revenue growth produced a record $13.5B sequential gain, a $48.6B free cash flow print, and the disclosure of a Vera CPU busi…
Applied Materials: Gross Margin Crosses 50%, WFE Growth Estimate Upgraded to 30%+
Q2 FY2026 delivered record revenue of $7.91B and the highest non-GAAP gross margin in more than 25 years, as AI-driven demand in foundry logic, DRAM, and advanced packaging accele…
Nebius Group: The Hyperscaler in the Making Finds Its Operating Leverage
Q1 FY2026 delivered $399M in revenue — a 684% year-over-year surge — alongside the first-ever positive adjusted EBITDA at the group level, a $27B Meta contract, and a CapEx raise …
Hims & Hers Health: The GLP-1 Pivot and the Price of Reinvention
A deliberate March 2026 exit from compounded GLP-1s into branded Wegovy and Zepbound products produced a $33M restructuring charge, a catastrophic EPS miss, and a full-year EBITDA…
Rocket Lab: $200M Quarter, Record Backlog, and the Neutron Moment
Rocket Lab crossed $200M in quarterly revenue for the first time in Q1 FY2026, beating estimates on both top-line and margins while stacking the largest contract in company histor…
Palantir Q1 FY2026: Triple-Digit U.S. Growth and the Largest Guidance Raise in Company History
Palantir's first quarter of 2026 produced 85% revenue growth — the highest growth rate since its direct listing — driven by 104% U.S. expansion, a 60% adjusted operating margin, a…
Apple Q2 FY2026: Record Quarter Frames a Leadership Handoff
Tim Cook's 89th — and penultimate — earnings call delivered $111.2B in revenue and a 49.3% gross margin, both above guidance, while announcing John Ternus succeeds him as CEO on S…
Sandisk: The Quarter That Rewrote the NAND Playbook
Q3 FY2026 results delivered a historic triple-beat — revenue, gross margin, and EPS each came in above the top of management's own guidance range — as AI-driven data center demand…
Amazon Q1 FY2026: AWS Hits Escape Velocity While CapEx Overwhelms Free Cash Flow
AWS growth accelerated to 28% year-over-year — its fastest pace in 15 quarters — and operating margins hit a record 13.1%, but $44.2 billion in quarterly CapEx flipped free cash f…
Meta Platforms Q1 FY2026: The CapEx Shock That Overshadowed a 33% Revenue Beat
Meta's first quarter delivered its fastest revenue growth since 2021, powered by AI-driven ad improvements and 3.56 billion daily users — but a $10B CapEx guidance hike sent share…
Microsoft Q3 FY2026: Azure Hits 40%, AI ARR Surpasses $37B as CapEx Ramp Tests Free Cash Flow
A broad beat on revenue and EPS masks a post-earnings stock decline driven by Q4 CapEx guidance above $40 billion and a Q4 revenue midpoint marginally below consensus — the tensio…
Alphabet: Cloud Crosses $20 Billion, AI Full Stack Delivers the Quarter
Q1 FY2026 results mark an inflection point for Google Cloud as enterprise AI monetization accelerates sharply — while a $37.7B non-cash investment gain inflates the headline EPS a…
IBM Q1 2026: Z17 Surge, Confluent Closed Early, and the Guidance Gap
IBM delivered its strongest Q1 free cash flow in a decade and beat on both revenue and EPS, yet shares fell 8.25% as investors penalized management for maintaining — rather than r…
Intel Q1 FY2026: The CPU Reasserts Itself
Intel beat its own guidance by $1.4 billion in revenue and delivered $0.29 non-GAAP EPS against a near-zero consensus, triggering a 24% single-day stock surge as AI infrastructure…
TSMC Q1 FY2026: Gross Margin Inflection, N3 Global Expansion, and the Agentic AI Demand Step-Up
TSMC delivered a new gross margin record of 66.2% in Q1 FY2026, raised its full-year 2026 revenue growth guidance to above 30%, and disclosed a coordinated global expansion of N3 …
Tesla: Margin Recovery Meets the $25 Billion Capital Escalation
Q1 FY2026 delivered a 16% non-GAAP EPS beat and the highest gross margin in six quarters, while simultaneously raising 2026 CapEx by $5 billion to more than $25 billion and signal…
Netflix Q1 2026: A $2.8B Windfall Masks a Solid, But Not Spectacular, Quarter
Netflix posted headline EPS of $1.23 — a 61% consensus beat — but the number is almost entirely a function of a $2.8 billion one-time Warner Bros. Discovery termination fee. Strip…