Actualités

AMD just posted its strongest quarter as an AI company. The stock surged nearly 18% on the day. And one analyst responded by nearly doubling his price target. The move from Bernstein is not a routine post-earnings trim. It is a fundamental reassessment of what AMD is worth and where it is heading. ...

McDonald’s Corporation will release earnings for its first quarter before the opening bell on Thursday, May 7. Analysts expect the company to report quarterly earnings of $2.74 per share, up from $2.67 per share in the year-ago period. The consensus...

Ziff Davis (ZD) delivered earnings and revenue surprises of +1.39% and -0.88%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Gilead Sciences (NASDAQ:GILD) reported first-quarter 2026 results highlighted by growth in its base business, a higher full-year revenue outlook, and multiple late-stage pipeline and launch milestones across HIV, oncology, liver disease, and inflammation. Executives repeatedly pointed to “consistent

JFrog (NASDAQ:FROG) reported first-quarter 2026 results that management said exceeded the top end of its guidance range across all metrics, citing accelerating cloud usage trends tied to AI-driven software development and continued demand for its software supply chain security products. “We entered

Funko (NASDAQ:FNKO) executives said the company delivered a “really strong” first quarter as momentum from late 2025 carried into the new year, pointing to higher sales, record gross margin and improved point-of-sale trends. The company hosted its first-quarter financial results discussion from Fun

Expedia Group (NASDAQ:EXPE) reported first-quarter 2026 results that exceeded management’s expectations, with CEO Ariane Gorin citing “solid execution” and progress on strategic priorities despite what she described as a “mixed macro environment.” CFO Scott Schenkel said results came in “above the h

Moby summary of Unity Software Inc.'s Q1 2026 earnings call

Moby summary of Rocket Companies, Inc.'s Q1 2026 earnings call

Moby summary of Cloudflare, Inc.'s Q1 2026 earnings call

Moby summary of Xponential Fitness, Inc.'s Q1 2026 earnings call

Moby summary of Inspired Entertainment, Inc.'s Q1 2026 earnings call

CoreWeave (NASDAQ:CRWV) reported what management described as a “transformational quarter” for its first quarter of fiscal 2026, driven by record customer commitments, rapid infrastructure expansion, and new financing milestones intended to lower its cost of capital. Bookings surge lifts backlog to

Coinbase Global (NASDAQ:COIN) executives emphasized continued product expansion and stablecoin momentum during the company’s Q1 2026 earnings call, even as softer crypto markets weighed on headline financial results. Co-founder and CEO Brian Armstrong said that while “the crypto market [was] down,”

Moby summary of nLIGHT, Inc.'s Q1 2026 earnings call

Moby summary of Krispy Kreme, Inc.'s Q1 2026 earnings call

Moby summary of Warner Music Group Corp.'s Q2 2026 earnings call

David Ryzhik: Thank you, operator. This is David Ryzhik, senior vice president and interim chief financial officer, and with me today is Russell J. Low, president and CEO. Please note that comments made today about our expectations for future revenues, profits, and other results are forward-looking statements under the SEC's safe harbor provision.

This performance reflects the strategic investments we have made consistently over the past several quarters, which are bearing fruit with increasing clarity. Chief among them is our decision to lower the free shipping threshold in Brazil, which has proven to be a sustained growth engine across multiple quarters. As a result, Brazil delivered another standout quarter for commerce.

Century Aluminum (NASDAQ:CENX) used its first-quarter 2026 earnings call to outline what management described as one of the most dynamic aluminum markets in years, while providing updates on major capacity projects in the U.S. and Iceland and progress on its proposed new smelter in Oklahoma with joi

AvePoint (NASDAQ:AVPT) reported first-quarter 2026 results that management said exceeded guidance on both the top and bottom line, as the company positioned its platform around data governance, protection, and “AI-ready” capabilities. On the call, CEO Dr. TJ Jiang emphasized what he described as a b

Afya (NASDAQ:AFYA) executives highlighted revenue growth, steady margins in core undergraduate operations, and continued investment in its digital medical practice tools during the company’s first-quarter 2026 earnings call. CEO Virgilio Gibbon and CFO Luis Blanco also addressed investor questions o

Operator: Good afternoon, and thank you for joining Airbnb, Inc.'s Earnings Conference Call for 2026. As a reminder, this conference call is being recorded and will be available for replay from the Investor Relations section of Airbnb, Inc.'s website following this call. On the call, we have Airbnb, Inc.'s Co-Founder and CEO, Brian Chesky, and our Chief Financial Officer, Ellie Mertz.

The headline numbers for DraftKings (DKNG) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Q1 represented another strong quarter for Lyft, Inc. We again delivered on our financial commitments and again had double-digit growth in active riders, gross bookings, and adjusted EBITDA year over year, further setting ourselves up for a global hybrid AV future. Taken together with our financial results, this continues to validate our thesis that customer obsession drives profitable growth.

Robert Thomson: News Corporation has again delivered resounding results this quarter, marking the twelfth straight quarter of profitability growth on a continuing operations basis. For the quarter, our total revenue rose 9% to $2.2 billion, while total segment EBITDA increased 18% to $343 million, and the overall margin expanded from 14.4% to 15.7%. The robust free cash flow and strong cash position have provided much optionality in maximizing long-term shareholder value.

Also on the call today is Aneesh Pendharkar, Senior Vice President, Finance and Corporate Development. Before we get started, I would like to remind everyone that during this call, we will be making forward-looking statements, which are predictions, projections, or other statements about future events. Actual results could differ materially from those contemplated by these forward-looking statements.

Cloudflare (NET) delivered earnings and revenue surprises of +7.53% and +2.87%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Dropbox (DBX) delivered earnings and revenue surprises of +7.04% and +1.61%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

DraftKings (DKNG) delivered earnings and revenue surprises of -6.98% and +0.12%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?