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All articles tagged with #earnings

Salesforce Posts Q4 Beat, Unveils $50B Buyback as Stock Slips
market-news2 hours ago

Salesforce Posts Q4 Beat, Unveils $50B Buyback as Stock Slips

Salesforce (CRM) beat fiscal Q4 expectations with adjusted EPS of $3.81 on $11.2B revenue (up 12%), aided by a 13% rise in subscription revenue and Informatica’s $399M contribution; RPO hit a record $72.4B and ARR for Agentforce/Data 360 surpassed $2.9B. The company announced a $50B share repurchase plan, raised its quarterly dividend to $0.44, and issued upbeat FY guidance (revenue of $45.8–$46.2B; adjusted EPS of $13.11–$13.19; Q1 revenue of $11.03–$11.08B). Despite the beat, CRM declined about 5% after hours as investors weigh the outlook. A Moderate Buy consensus remains from analysts.

via TipRanks|
#buyback#crm#earnings
technology3 hours ago

Huang: AI agents will amplify software firms instead of cannibalizing them

Nvidia CEO Jensen Huang argues that markets misread AI’s impact, contending that AI agents will augment rather than cannibalize enterprise software by using existing tools to boost productivity. Nvidia posted a 73% rise in quarterly revenue to $68.13 billion and issued an upbeat Q1 forecast around $78 billion, as investors weigh AI hardware spend against long‑term adoption, with analysts divided on which software players will win or lose.

via CNBC|
#ai#earnings#enterprise-software
NVIDIA Posts Record 2026 Revenue Fueled by AI and Data Center Growth
technology4 hours ago

NVIDIA Posts Record 2026 Revenue Fueled by AI and Data Center Growth

NVIDIA reported record Q4 FY2026 revenue of $68.1B (GAAP EPS $1.76, non-GAAP $1.62) and full-year revenue of $215.9B, with Data Center quarterly revenue of $62.3B. Gross margins were 75.0% GAAP (75.2% non-GAAP) for the quarter and 71.1% (71.3% non-GAAP) for FY2026. The company also announced a Q1 FY2027 revenue outlook of $78.0B ±2% (excluding any China DC compute revenue) and will begin including stock-based compensation in non-GAAP. NVIDIA returned $41.1B to shareholders in FY2026 and unveiled major AI platform advances and partnerships aimed at accelerating enterprise AI adoption.

via NVIDIA Newsroom|
#ai#data-center#earnings
HSBC beats 2025 targets as Hang Seng privatization drives momentum
business12 hours ago

HSBC beats 2025 targets as Hang Seng privatization drives momentum

HSBC reported 2025 pre-tax profit of $29.91 billion on revenue of $68.27 billion, beating estimates with RoTE of 13.3% and a target of 17%+ for 2026–2028. The results come after the privatization of Hang Seng Bank completed Jan 26 and are expected to yield synergies gradually. Q4 pre-tax profit rose to $6.8 billion and revenue to $16.4 billion. The bank is pursuing cost efficiency, signaling about 8% payroll cost reductions and a 15% cut in managing-director roles, while potential performance-linked bonus changes are being discussed to weed out underperformers.

via CNBC|
#business#earnings#hang-seng-bank
Lowe's Posts Q4 2025 Earnings Rise, Sets Positive 2026 Outlook
business13 hours ago

Lowe's Posts Q4 2025 Earnings Rise, Sets Positive 2026 Outlook

Lowe's reported $20.58 billion in Q4 2025 sales and net earnings of $999 million ($1.78 per share), with adjusted diluted EPS of $1.98 after excluding $149 million in pre-tax costs tied to the Foundation Building Materials and Artisan Design Group acquisitions. For the full year, net earnings were $6.654 billion and the company provided a 2026 outlook of $92–$94 billion in sales, flat-to up 2% in comparable sales, and adjusted diluted EPS of $12.25–$12.75 (GAAP diluted EPS about $11.75–$12.25), with operating margin 11.2%–11.4%, and capex around $2.5 billion. The firm highlighted growth in Pro, online, and home services, paid $673 million in dividends in Q4 and returned about $2.6 billion to shareholders in 2025, and remains optimistic on share gains amid housing-market headwinds through productivity initiatives.

via Lowe’s Corporate|
#acquisitions#business#earnings
business15 hours ago

Lucid Reports 2025 Results, Guides 2026 Production, Strengthens Liquidity

Lucid posted Q4 2025 revenue of $522.7M and full-year revenue of $1.3538B with 15,841 vehicles delivered in 2025. Production for 2025 was revised to 17,840 (near the 18k guidance) after a late internal validation review. The company announced 2026 production guidance of 25,000–27,000 vehicles and ended the year with about $4.6B in liquidity. Lucid also highlighted advances in autonomy/robotaxi programs and ongoing manufacturing expansion as it focuses on margin progress and preparing for profitability.

via Lucid Motors|
#business#earnings#electric-vehicles
markets16 hours ago

NVIDIA Earnings in Focus as U.S. Futures Edge Higher

U.S. stock index futures edged higher as investors awaited Nvidia's quarterly results, seen as a key read on AI demand, with Salesforce and Snowflake due after the bell. A Meta-AMD deal lifted sentiment, but tariff headlines and broader macro risks still loom. At 05:20 ET, Dow futures were up about 68 points, S&P 500 futures rose ~0.2%, and Nasdaq-100 futures gained ~0.2%, while crude oil hovered near seven-month highs ahead of Iran talks.

via Investing.com|
#ai#earnings#markets
Lowe’s beats Q4, guides higher full-year sales and earnings amid housing headwinds
business16 hours ago

Lowe’s beats Q4, guides higher full-year sales and earnings amid housing headwinds

Lowe’s topped Q4 expectations with revenue of $20.58 billion and $1.98 in adjusted EPS (vs. $1.94 expected), while net income fell to $999 million; comparable sales rose 1.3%. For the full year, Lowe’s guides sales of $92–$94 billion and adjusted EPS of $12.25–$12.75, with comparable sales expected to be flat to up about 2%. CEO Marvin Ellison cited productivity initiatives and a focus on DIY customers and professionals amid a housing slowdown. Shares moved lower in premarket trading, though the stock is up about 16% year-to-date.

via CNBC|
#business#comparable-sales#earnings
Nvidia Earnings Preview: AI Demand, China Exports, and Partnerships in Focus
business21 hours ago

Nvidia Earnings Preview: AI Demand, China Exports, and Partnerships in Focus

Nvidia is set to report its fourth-quarter and fiscal-2026 earnings after the bell, with investors watching AI demand trends, updates on the Rubin platform, and any news on U.S. export permissions for chips to China. As a leader in AI chips and AI infrastructure, Nvidia’s commentary and guidance could influence the stock and broader tech markets.

via The Motley Fool|
#artificial-intelligence#business#chip-industry
Workday Navigates AI-Driven Dilemma After Solid Q4 Earnings
technology23 hours ago

Workday Navigates AI-Driven Dilemma After Solid Q4 Earnings

Workday posted solid Q4 results with adjusted operating income above expectations, but issued weak guidance for fiscal 2027 and showed a year-end subscription backlog about $1 billion below analyst forecasts, triggering a after-hours stock drop. The rise of AI, especially agent software that can automate development tasks, threatens traditional software models and creates an innovator’s dilemma for incumbents like Workday. The company plans to defend its current revenue while expanding into AI agents, a transition led by co-founder and CEO Aneel Bhusri who says cloud software isn’t getting replaced, it’s being built upon.

via Barron's|
#ai#backlog#cloud
Lucid Faces Profit Pain Despite Q4 Revenue Beat
business1 day ago

Lucid Faces Profit Pain Despite Q4 Revenue Beat

Lucid reported Q4 FY2025 results with adjusted EPS of -$3.08 (miss vs -$2.67 est) but revenue rose 123% YoY to $522.7 million, beating expectations. The company delivered 5,345 vehicles in Q4 and 15,841 in 2025; full-year revenue was $1.35 billion with about $4.6 billion in liquidity. Production nearly doubled and management cited improved manufacturing and the Gravity SUV ramp as drivers. For 2026, Lucid guides to 25,000–27,000 vehicles; GAAP net loss was $3.62 in Q4 and $12.09 for 2025. Shares fell after hours, and analysts maintain a Moderate Sell rating with a $12.67 target (~30% upside).

via TipRanks|
#business#earnings#guidance