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Revenue Growth

All articles tagged with #revenue growth

Trade Desk Bets on Growth to Justify a 67% Selloff
investing3 hours ago

Trade Desk Bets on Growth to Justify a 67% Selloff

The Trade Desk faces a pivotal test after a 67% year‑long decline, as Q3 revenue rose 18% year over year with strong client retention and Kokai, its AI ad engine, boosting efficiency. Management guides Q4 revenue around $840 million with roughly $375 million in adjusted EBITDA, implying ~17–18% growth, which the market must see sustained to justify the rally. Investors are weighing whether the drop is a rational repricing or an early sign of a slower growth trajectory as fears about AI disruption fade and leadership remains confident in the road ahead.

via 24/7 Wall St.|
#earnings#investing#kokai
AI Boom Lifts SMCI on Strong Q2, Margin Pressure Persists
markets21 days ago

AI Boom Lifts SMCI on Strong Q2, Margin Pressure Persists

Super Micro Computer reported fiscal Q2 adjusted earnings of $0.69 a share on revenue of $12.7 billion, up 123% year over year and ahead of expectations, as AI demand boosts server sales. The stock rose about 16% after the report, even though gross margin declined to 6.3% from 11.8% a year earlier. Guidance was solid, with expected Q3 revenue of ~$12.3 billion and earnings of $0.60 per share, signaling continued demand but ongoing margin pressure.

via Barron's|
#ai-boom#earnings-beat#markets
Palantir rides AI momentum to another record quarter
business23 days ago

Palantir rides AI momentum to another record quarter

Palantir reported Q4 2025 revenue of $1.41B, up 70% YoY, with net income of $609M and adjusted EPS of $0.25, beating estimates. U.S. commercial revenue surged 137% to $507M and government revenue rose 66% to $570M, helped by a Navy ShipOS contract and Palantir’s AI Platform linking LLMs to private data. Full-year 2026 revenue guidance is $7.18–$7.20B (about 61% growth); Q1 2026 revenue guidance is $1.53–$1.54B. Palantir stock rose ~7% after hours as CEO Alex Karp highlighted AI demand and criticized rivals investing in undifferentiated large language models.

via MarketWatch|
#artificial-intelligence#business#earnings
SanDisk stock rockets after strong Q2 results, extends Kioxia JV through 2034
business27 days ago

SanDisk stock rockets after strong Q2 results, extends Kioxia JV through 2034

SanDisk posted Q2 2026 revenue of $3.03B (up 31% QoQ, 61% YoY) with non-GAAP EPS of $6.20 and a gross margin of 51.1%. Datacenter revenue rose 76% and the company guided Q3 revenue of $4.4–$4.8B with non-GAAP EPS of $12–$14. It also extended its joint venture with Kioxia through Dec. 31, 2034 and will pay $1.16B for manufacturing services 2026–2029. In after-hours trading, SNDK jumped about 22% to around $660 following the results and JV news.

via Benzinga|
#business#earnings#kioxia
Salesforce Boosts Revenue Outlook Amid AI Skepticism and Stock Surge
business2 months ago

Salesforce Boosts Revenue Outlook Amid AI Skepticism and Stock Surge

Salesforce reported strong quarterly earnings with $10.3 billion in revenue, driven by AI momentum, and raised its full-year forecast, boosting its stock by 5% in after-hours trading despite a 29% decline in 2025. The company highlighted growth in subscription revenue, a robust pipeline of future revenue, and the success of its AI offerings like Agentforce, aiming for $60 billion in annual revenue by 2030.

via MarketWatch|
#ai-momentum#business#future-revenue-pipeline
Nebius Secures $3 Billion Meta Deal Amid Mixed Q3 Results
business3 months ago

Nebius Secures $3 Billion Meta Deal Amid Mixed Q3 Results

Nebius, an AI cloud company, signed a $3 billion deal with Meta to provide AI infrastructure over five years, amid a more than fourfold increase in its third-quarter revenue to $146.1 million. Despite revenue growth, the company's shares fell due to increased capital spending and a quarterly loss. Nebius's market value has surged to $27.61 billion, driven by high demand for AI and high-performance computing capacity, with significant contracts including deals with Meta and Microsoft.

via Reuters|
#ai-infrastructure#business#cloud-computing
AMD's AI Chip Demand Boosts Q4 Revenue Outlook
technology3 months ago

AMD's AI Chip Demand Boosts Q4 Revenue Outlook

AMD is experiencing significant growth in its data center segment, driven by rising sales of Epyc CPUs and Instinct GPUs, with expectations to surpass $10 billion in revenue in Q4 2025. The company's strategic focus on AI and datacenter products, along with recent acquisitions and manufacturing deals, positions it for continued expansion, potentially outpacing competitors like Nvidia in GPU sales in the coming years.

via The Next Platform|
#ai-datacenter#amd#epyc-cpu
Big Tech Earnings Signal Shift in AI Investment and Market Outlook
business3 months ago

Big Tech Earnings Signal Shift in AI Investment and Market Outlook

Big Tech companies reported strong earnings growth, outpacing estimates, and continued heavy investment in AI infrastructure, though investor sentiment is becoming more cautious about immediate returns, with notable impacts on stock prices of Meta and Microsoft. The industry’s focus remains on revenue growth and return on investment, with Nvidia poised to be a key industry bellwether.

via Bloomberg.com|
#ai-spending#big-tech-earnings#business
Eli Lilly's Revenue Soars with Mounjaro and Zepbound, Boosts 2025 Guidance
business3 months ago

Eli Lilly's Revenue Soars with Mounjaro and Zepbound, Boosts 2025 Guidance

Eli Lilly reported a 54% increase in Q3 2025 revenue to $17.6 billion, driven by demand for Mounjaro and Zepbound, and raised its full-year guidance. The company made significant pipeline progress with positive Phase 3 trial results and FDA approval of Inluriyo, while expanding manufacturing capacity with new facilities in Virginia and Texas.

via investor.lilly.com|
#business#eli-lilly#fda-approval