Earnings News
Quarterly results, EPS beats and misses, revenue guidance and analyst reactions.
Q1 2026 Earnings Season — 68% of S&P 500 companies have reported. Beat rate: 74%.
Today's Earnings Reactions
Netflix Smashes Q1 Estimates as Ad-Tier Subscriptions Surge 48% Year-Over-Year
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TSMC Reports Record Q1 Profit as AI Chip Demand Drives Revenue 35% Higher Year-Over-Year
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Intel Misses Q1 Earnings Estimates and Slashes Full-Year Guidance on Data Center Weakness
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Latest Earnings News
Goldman Sachs Q1 Profit Surges 28% on Investment Banking Revival and Record Trading Revenue
Goldman reported Q1 EPS of $14.12, well above the $12.35 consensus estimate, as its investment banking division delivered its strongest quarter in two years and FICC trading revenue hit a record.
Apple Services Revenue Hits All-Time Quarterly High of $26.6B, Offsetting iPhone Slowdown
Apple's high-margin services segment — including the App Store, Apple TV+, and iCloud — grew 14% YoY, helping the company beat EPS estimates by 4.2% despite a 2% decline in iPhone unit sales.
Microsoft Azure Cloud Growth Accelerates to 31% as Copilot AI Services Drive Adoption
Microsoft beat Q3 earnings estimates across all segments, with Azure growing 31% YoY — ahead of the 28% consensus — as enterprise customers expanded their AI-enabled cloud workloads.
Amazon AWS Revenue Growth Reaccelerates to 17% as Cost-Cutting Cycle Ends
Amazon Q1 results showed AWS growing at its fastest clip in six quarters, with operating income expanding to $18.4B. Management guided Q2 revenue above consensus, sending shares up 8% after hours.
Meta's Ad Revenue Jumps 27% YoY as AI-Powered Ad Targeting Drives Higher CPMs
Meta Platforms posted EPS of $6.43 versus a $5.91 estimate, driven by a 27% rise in advertising revenue as AI-enhanced targeting improved advertiser ROI and average price per ad.
JPMorgan Beats Q1 Estimates but Warns of Credit Card Delinquency Trend Worsening
JPMorgan Chase reported Q1 net income of $14.1B, beating forecasts, but cautioned that consumer credit card delinquency rates are rising at a pace that could pressure net interest income in H2.
Tesla Misses Q1 Revenue Estimates as Margin Compression Deepens on Price Cuts
Tesla reported Q1 automotive gross margin of 14.6%, down from 19.4% a year earlier, as aggressive price cuts to defend market share weighed on profitability. Revenue of $21.3B missed the $22.1B consensus.
American Express Card Spending Rose 7% in Q1, Premium Cardholders Hold Firm
American Express beat EPS estimates by $0.21, reporting strong spending growth among its premium Centurion and Platinum cardholders, while new card acquisition hit a quarterly record.
Netflix Adds 9.3 Million Subscribers in Q1, Password-Sharing Crackdown Still Driving Growth
Netflix's subscriber growth exceeded expectations as its ad-supported tier added 4.5 million new members. Management raised full-year revenue guidance by $400M.
Procter & Gamble Q3 Organic Sales Growth Beats at +4% Despite Volume Weakness in Asia
P&G grew organic sales 4% in fiscal Q3, driven by pricing power in North America, though volume in its Beauty and Grooming segments declined as consumers in emerging markets traded down.
J&J MedTech Sales Surge 8% as Surgical Volume Recovery Exceeds Expectations
Johnson & Johnson's medical technology division outperformed, with orthopaedic and cardiovascular device sales both beating estimates. Full-year guidance was raised by $500M.
ExxonMobil Q1 Profit Beats on Strong Permian Output, Raises Full-Year Production Guidance
ExxonMobil reported Q1 earnings of $8.2B, beating estimates by 6%, on record Permian Basin production. The company raised its 2026 production outlook to 4.3 million barrels per day.
Chevron Misses Q1 Production Targets as Kazakhstan Operations Face Regulatory Delays
Chevron reported Q1 production of 3.08 million barrels per day, below its 3.3M boe/d target, as the Tengizchevroil project in Kazakhstan faced permit and infrastructure delays.
Boeing Deliveries Fall to 45 in Q1 as 737 MAX Production Ramp Remains Constrained
Boeing handed over just 45 commercial jets in Q1, versus 130 at rival Airbus, as supply chain shortages and quality control reviews continued to constrain MAX output at the Renton facility.
Visa Q2 Payment Volume Rises 8% as Cross-Border Travel Spending Hits Post-Pandemic Record
Visa reported Q2 net revenues of $9.4B, up 10% YoY, with cross-border payment volumes growing 16% as international travel rebounded further. EPS of $2.51 beat the $2.44 estimate.