Tag

Revenue

All articles tagged with #revenue

NVIDIA Posts Record 2026 Revenue Fueled by AI and Data Center Growth
technology5 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.

IonQ posts record 2025 revenue, advances SkyWater deal and 2026 outlook
business6 hours ago

IonQ posts record 2025 revenue, advances SkyWater deal and 2026 outlook

IonQ reported Q4 2025 revenue of $61.9 million and full-year 2025 revenue of $130.0 million, beating guidance with 202% year‑over‑year growth; Q4 net income was $753.7 million driven by a gain on warrant liabilities, while full-year GAAP net loss was $510.4 million. The company highlighted strong commercial traction (over 60% of 2025 revenue from commercial customers, international >30%), and ended 2025 with $3.3 billion in cash, cash equivalents and investments. IonQ also announced an agreement to acquire SkyWater Technology to become a leading US quantum merchant supplier and issued 2026 guidance of $225–$245 million in revenue with an Adjusted EBITDA loss of $310–$330 million, underscoring continued expansion of its full‑stack quantum platform across computing, networking, sensing and security.

Tariffs to replace income tax would cost far more than they save
economy1 day ago

Tariffs to replace income tax would cost far more than they save

Trump floated using tariffs to replace the income tax, but tariffs have never generated near enough revenue to substitute for tax income (roughly $195B in customs duties vs about $2.6T in income tax). Higher tariffs would shrink imports and push buyers to domestic substitutes, limiting revenue gains. Complicating the plan: IEEPA tariffs were overturned by the Supreme Court, and officials describe tariff revenue as a melting ice cube, making full replacement of income tax unlikely and potentially costly for consumers and the broader economy.

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).

Carvana Posts Record 2025 Results, Outlines Ambitious Growth Path
business7 days ago

Carvana Posts Record 2025 Results, Outlines Ambitious Growth Path

Carvana reported record 2025 results: 596,641 retail units sold (up 43%), revenue of $20.322B (up 49%), net income $1.895B, and Adjusted EBITDA $2.237B (11.0% margin); Q4 2025 saw 163,522 units, $5.603B revenue, net income $951M, and Adjusted EBITDA $511M (9.1%). Management calls for continued growth in 2026 and maintains a long-term plan to reach 3 million annual retail units with about 13.5% Adjusted EBITDA margin by 2030–2035, emphasizing profitability and scale.

OpenAI to trial clearly labeled ads in ChatGPT, promising privacy and non-intrusive placement
technology16 days ago

OpenAI to trial clearly labeled ads in ChatGPT, promising privacy and non-intrusive placement

OpenAI plans to test clearly labeled ads in ChatGPT for logged‑in users (free or Go subscribers), shown in a separate area beneath the chat. The company says ads won’t affect answers and conversations will stay private from advertisers, with ads expected to be a smaller revenue share over time as a new chat model is rolled out amid continued user growth.

TV Hit Spurs Heated Rivalry Books to Record Sales
business19 days ago

TV Hit Spurs Heated Rivalry Books to Record Sales

The HBO Max/Crave series Heated Rivalry has boosted sales of HarperCollins’ Game Changers romance novels, driving a quarterly revenue up to a record $633 million. News Corp reported overall revenue of $2.36 billion, up 6% year over year, with CEO Robert Thomson attributing AI-aware content strategies and strong brand momentum (including Bridgerton titles) as growth drivers.

Super Micro posts AI-driven revenue record as margins tighten
technology22 days ago

Super Micro posts AI-driven revenue record as margins tighten

Super Micro reported a second-quarter revenue of $12.7 billion, a company record up 123% year over year, driven by AI demand, with adjusted earnings of 69 cents per share. However, gross margin fell to 6.3% due to mix and supply-chain pressures, prompting near-term margin concerns even as the enterprise-focused business underpins potential higher long‑term margins. Management guided for at least $12.3 billion in revenue next quarter and at least $40 billion for fiscal 2026. Shares rose about 7% after hours on the strong top line against a backdrop of competition and memory-price headwinds.

business22 days ago

AMD posts stronger-than-expected quarter but guides to a sequential revenue dip

AMD beat Q4 estimates with $1.53 per share on $10.27 billion in revenue and guided for Q1 2026 revenue of $9.50–$10.10 billion (about a 5% QoQ decline, ~32% YoY growth), led by a record $5.4 billion in data-center sales. Management cited momentum in EPYC/Ryzen and AI workloads, but the cautious sequential outlook and elevated valuations spurred after-hours shares lower as investors rotated away from tech.

Disney Faces Headwinds as International Visitation Slumps for U.S. Parks
business23 days ago

Disney Faces Headwinds as International Visitation Slumps for U.S. Parks

Disney warned its U.S. theme parks will be affected by weaker international visitation, even as it pivots to marketing to U.S. customers and still expects modest growth. International arrivals to the U.S. fell last year, with Canada dropping sharply, and potential policy moves like social-media history checks could further dampen travel. In the latest quarter, park attendance rose modestly and parks revenue surpassed $10 billion, but company profits declined due to higher costs, and Disney’s stock slipped about 4%. Despite headwinds, executives said U.S. park bookings are tracking toward roughly 5% growth this year.

Apple Breaks Q1 Records with $143.8B Revenue and $42.1B Profit
business26 days ago

Apple Breaks Q1 Records with $143.8B Revenue and $42.1B Profit

Apple posted a record-breaking fiscal Q1 2026 (the December quarter) with $143.8B in revenue and $42.1B net income ($2.84 per diluted share), up 16% and 19% year over year. iPhone revenue rose 23% to $85.3B and Services reached a record $30B, while gross margin was 48.2%. The company declared a $0.26 quarterly dividend and guided for 13-16% revenue growth in the March quarter with 48-49% gross margin. The installed base surpassed 2.5 billion devices, and Apple highlighted ongoing investments in its silicon and AI initiatives, including a collaboration with Google to power its Apple Foundation Models.

Apple rides iPhone surge to record quarter, guides March growth ahead
business26 days ago

Apple rides iPhone surge to record quarter, guides March growth ahead

Apple reported a record quarter with $143.8 billion in revenue, up 16% year over year, driven by in-demand iPhones (iPhone revenue up 23% YoY). It projected 13%-16% revenue growth for the March quarter while noting ongoing supply constraints for iPhone/SOC components. The company also highlighted risks to gross margins from memory price inflation and positioned its AI strategy, including a Google partnership, as a major long-term growth driver.

Tesla Posts First-Ever Revenue Decline and Bets Big on AI with $2B xAI Investment
business27 days ago

Tesla Posts First-Ever Revenue Decline and Bets Big on AI with $2B xAI Investment

Tesla posted its first annual revenue decline, with 2025 revenue of $94.8B (down from $97.7B in 2024) and Q4 revenue of $24.9B; annual net profit fell to $3.8B from $7.1B, with Q4 profit down 61% to $840M. The company announced a $2B investment in Elon Musk’s xAI as part of a pivot away from autos toward AI-enabled products, and its shares rose after-hours; the earnings day also saw Microsoft, Meta and Samsung report solid results.

Xbox revenue dips as first‑party lineup falters
gaming27 days ago

Xbox revenue dips as first‑party lineup falters

Xbox’s quarterly revenue declined due to weakness in its first‑party lineup and a slower release pipeline. While current games are solid, none have provided a standout performance to lift revenue, and Game Pass spending patterns may be contributing to the dip. Analysts suggest stronger, more frequent exclusives are needed to boost engagement and revenue, though this could simply be a temporary lull as the pipeline catches up.