Earnings and company analysis

Azure grew 48%, but Microsoft's cash capex reached $39.4B. Why cloud growth and free cash flow tell different stories in FY2027 Q1.

Google Cloud grew 103% to $30.7B, but Alphabet's free cash flow turned negative. An earnings analysis of AI capex, Search and cash generation.

Micron's fiscal Q4 2026 revenue reached $54.2B with exceptional gross margins. A source-backed look at AI memory pricing and cycle risk.

TSMC reported $46.72B revenue and a 66.4% gross margin in Q3 2026. What advanced-node demand reveals about the semiconductor cycle.

Bloom Energy Q3 2026 revenue grew 138.1% to $1.24B, and gross margin reached 33.8%. What the numbers reveal about power demand.

ServiceNow delivered $3.99B subscription revenue and $13.65B current RPO in Q3 2026. How should investors measure AI monetization?

Robinhood Q3 2026 revenue reached $1.4B while net deposits were $16B. Why trading volumes and customer assets tell different stories.

Google Search revenue rose 12% in Q3 2026 even as query growth reached a five-year high. What Alphabet's earnings call reveals about AI Mode monetization.

Alphabet's Q3 2026 operating profit rose 30%, but diluted EPS fell to $2.12. Follow the equity-investment losses, AI capital spending, and shareholder financing.

Chevron reported $12.003B of Q3 2026 free cash flow and $14.243B adjusted FCF. Reconcile working capital, asset-sale proceeds and affiliate loan repayments before comparing cash generation.

Stora Enso's adjusted EBIT rose to €161m in Q3 2026 while IFRS operating profit fell to €47m. The report's adjustment bridge explains why.

AbbVie reported $2.37 GAAP EPS and $3.82 adjusted EPS in Q3 2026. Both figures include acquired IPR&D expense; the reconciliation explains the difference.

Netflix Q3 revenue grew 12% and operating margin reached 34.6%. Why engagement, advertising and cash content spending matter.

CoreWeave Q2 revenue reached $2.58B and its backlog about $104B, but interest expense was $640M. Why AI cloud funding matters.

Amazon Q3 2026 revenue grew to $201.9B as AWS sales accelerated 39.3%. Why operating profit and AI spending deserve equal attention.

ASML's Q3 2026 sales reached €11.7B with a 57.5% gross margin. Why long lead times and capacity plans matter for EUV demand.

Chipotle Q3 2026 comparable sales rose 2.1%, while operating margin fell to 13.7%. Explore the difference between traffic and profit.

Lam Research reported $8.22B September-quarter revenue and a 40% GAAP operating margin. A look at semiconductor equipment operating leverage.

Meta reported 26% revenue growth but a 20% operating margin in Q3 2026. Separate its $9.89B legal charge from ongoing AI investment.

Oracle's remaining performance obligations reached $664B as IaaS revenue grew 121%. How backlog, AI infrastructure and financing fit together.

PayPal Q3 2026 payment volume rose 6% to $487.1B while transaction margin grew just 2%. A closer look at checkout economics.

SoFi reported $1.4B net revenue, $241M net income and 17.1M members in Q3 2026. What the results reveal about sustainable profitability.

Tesla's Q3 2026 gross margin rose to 19.6%, yet operating profit fell 56%. Trace the R&D, tariff and cash-capex drivers using Clarifo financials and SEC evidence.

UPS reported $22.9B Q3 revenue, 7.6% GAAP margin and 9.0% adjusted margin. A close look at impairments and cash flow guidance.

Vertiv's Q3 2026 revenue rose 61% to $4.31B, while organic orders increased over 100%. What the divergence says about capacity.

Azure, Google Cloud and AWS grew quickly in Q3 2026. Compare Microsoft's, Alphabet's and Amazon's cloud earnings, capex and cash flow using Clarifo and SEC data.

Microsoft generated $18.6B in free cash flow in Q3 2026 while Alphabet reported negative $9.1B. What their AI capex and cloud results reveal.

Anthropic's S-1 reveals rapid revenue growth, a huge non-cash loss and major compute commitments. What retail investors should check before buying ANT.

Anthropic filed to list on Nasdaq as ANT. Revenue reached $16.3B in H1 2026, compute fell to 55% of revenue, and $72.4B of the $80.7B net loss is a non-cash fair-value charge. Every figure from the S-1.

BlackRock, J.B. Hunt and Travelers reveal three different earnings stories in Q3 2026. We compare revenue growth, profitability and earnings per share, then show how investors can analyze SEC filings using Clarifo inside ChatGPT, with source-backed research starting at $19.90 per month.

Q3 earnings season is underway. We look at the first filing-based S&P 500 results, where revenue growth is holding up, margins are mixed, and many earnings releases are still ahead of the 10-Qs needed for clean comparison.

OpenAI is reportedly approaching a $50 billion annualized revenue run rate. We look at what the latest filings from Microsoft, Oracle, Alphabet, Amazon and Meta say about whether AI monetization is growing fast enough to support the current infrastructure boom.

Microsoft, Alphabet, Meta and Oracle are generating more cash than ever, but AI infrastructure spending is absorbing much of the increase. Nvidia shows the other side of the investment cycle.

Q2 2026 filings show that the Nordic construction recovery is advancing through infrastructure and public projects first, while residential demand remains uneven across Finland and Sweden.

Nokia’s Q2 shows how AI & Cloud demand moves from orders to revenue, margins and cash flow—and why each stage must be analysed separately.