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Earnings

Earnings News

Quarterly results, guidance updates, and revenue commentary from S&P 500 and global blue-chip companies. Each story synthesises wire reporting, beat coverage, and analyst notes.

Latest earnings stories

Oracle Q4 FY2026: earnings beat, 30,000 job cuts, but stock falls 8%
Earnings

Oracle Q4 FY2026: earnings beat, 30,000 job cuts, but stock falls 8%

Oracle reported Q4 FY2026 results after market close on June 10, beating earnings expectations. · The company's contract pipeline grew to $638...

Analysis

A weaker Oracle cloud infrastructure print or cautious guidance on June 10 would compound the Broadcom-driven AI demand skepticism from June 6, intensifying derating pressure across enterprise AI cloud names. Oracle is the only large-cap pure-play enterprise cloud infrastructure bellwether reporting this week; flat or decelerating cloud revenue growth would confirm that AI spend is concentrating in hyperscaler GPU server procurement (Dell's $60bn guide) rather than dispersing to enterprise cloud platforms, narrowing the set of investable AI infrastructure names further.

4 hours ago
Broadcom sheds ~$300bn in market value after AI guidance disappoints
Earnings

Broadcom sheds ~$300bn in market value after AI guidance disappoints

Broadcom is on course to lose approximately $300 billion in market capitalisation after its post-earnings selloff entered megacap historical records,...

Analysis

Broadcom's flat AI guidance shifts the burden of proof onto hyperscaler capex disclosures, creating binary risk for the entire custom AI accelerator supply chain over the next 4-6 weeks. If Google, Microsoft, and Amazon do not confirm expanding custom chip order books in their next earnings calls, names with elevated AI hardware revenue expectations, including Marvell, face derating risk beyond the $1.3 trillion already erased. The Dell 757% AI server growth print the same week creates a contradictory signal: server assembly demand is surging but custom silicon guidance is flat, suggesting hyperscalers may be shifting spend toward commodity GPU servers rather than bespoke accelerators.

6 days ago
Dell Q1 FY2027 AI server revenue surges 757%, stock posts best day in two years
Earnings

Dell Q1 FY2027 AI server revenue surges 757%, stock posts best day in two years

Dell's first-quarter results delivered the widest earnings beat in at least five years, driven by an explosive AI server order cycle that forced...

Analysis

Dell's 757% AI server revenue print directly contradicts Broadcom's flat AI guidance from the same week, splitting the AI infrastructure trade into winners (GPU server assemblers, commodity rack suppliers) and losers (custom silicon designers). Hyperscalers appear to be accelerating GPU server procurement through ODMs like Dell and SMCI while deferring or redistributing custom accelerator spend, a composition shift that pressures Marvell and Broadcom multiples even as Dell's $60bn full-year guidance implies continued infrastructure spend growth.

6 days ago
Dell Q1 FY2027 delivers fastest sales growth since 2018 IPO return on AI server demand
Earnings

Dell Q1 FY2027 delivers fastest sales growth since 2018 IPO return on AI server demand

Dell's AI server business is now the primary growth engine, with Q1 FY2027 results and guidance both exceeding Wall Street estimates by a margin that...

Analysis

Dell's margin sustainability is the critical unresolved risk in the re-rating: GPU server assembly gross margins are structurally thinner than traditional enterprise infrastructure, and a $60bn revenue guide that compresses consolidated margins will test whether the 39% share price move is justified on an earnings-power basis rather than a revenue-multiple basis. Investors pricing Dell on revenue growth without discounting margin dilution risk are exposed to a guidance-versus-profitability correction at the next quarterly print.

6 days ago
Lululemon cuts full-year outlook, warns of sales decline amid turnaround struggles
Earnings

Lululemon cuts full-year outlook, warns of sales decline amid turnaround struggles

Lululemon trimmed its full-year financial outlook and issued weak second-quarter guidance, signalling the company expects conditions to deteriorate...

Analysis

Premium athleisure peers face multiple compression as Lululemon's guidance cut signals domestic brand damage is structural, not cyclical. A concurrent CEO transition, founder dispute, and product execution failures collectively remove the 'recovery quarter' narrative that typically limits sector contagion. Under Armour and On Holding carry the most direct read-across given their overlapping core consumer demographics; any weakness in discretionary spending data over the next two quarters compounds the derating pressure.

6 days ago
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