earnings

NVIDIA reported a record $96 billion in Q2 FY27 revenue and guided Q3 to $108 billion, making it the first semiconductor company to surpass $100 billion in a single quarter, driven by strong AI demand and a diversified cloud customer base.

Airbnb shares surged 15% in a quarter of strong AI-driven growth, with CEO Brian Chesky saying the company is transforming into an AI-native company. AI has brought more bookings, lower customer service costs, and higher revenue per employee.

Airbnb CEO Brian Chesky says the company will spend much more on AI tokens than forecasted due to strong ROI, calling AI the best thing to happen to Airbnb and a key driver of its results, as the stock jumped 15% after an earnings beat.

Airbnb says AI is helping it build features 60% faster and is testing a new AI-powered search that lets users toggle to natural language queries.

Aaron Levie comments on Atlassian's strong quarterly results, arguing that AI agents increase the importance of enterprise platforms for governance and workflow management rather than diminishing it.

The author (@TaoRay) discusses Nintendo's earnings report as a validation of his investment logic, and plans to use this opportunity to systematically explain the "macro layout + thematic stock selection" investment framework.

Nintendo reported a 150.5% surge in quarterly operating profit, boosted by strong game sales and approximately $300 million in US tariff refunds, but is facing a lawsuit over keeping those refunds while consumers paid higher console prices.

A tweet speculates that Nikita's departure from SpaceXAI may be linked to the company's first earnings report, which showed X ad revenue down 13.8% and triggered early share-selling eligibility for employees and investors.

SpaceX's first public earnings reveal it is primarily a telecom and AI-compute company, with Starlink and data-center leasing far outpacing its rocket business. The analysis highlights the company's pivot toward renting compute capacity and its heavy AI spending.

Shopify's Q2 earnings call highlights how AI search is complementing traditional search, tripling AI-driven traffic and orders year-over-year, and improving conversion for merchants.

SpaceX's debut earnings report shows AI revenue trebled to $2.56 billion, driven largely by data center leases to AI rivals like Anthropic and Google, while raising concerns about margins and heavy short interest. Musk also unveiled progress on orbital data centers and hinted at deeper Tesla collaboration.

AMD's Q2 2026 earnings show data center revenue surging 107% YoY to $6.7 billion on AI demand, while gaming revenue fell 31% due to component shortages and price hikes. Overall revenue hit a record $11.5 billion, up 50% YoY.

Elon Musk announces that SpaceX's first earnings call as a public company is streaming now via an audio-only webcast.

SpaceX reported that its AI revenue grew to $2.6 billion, surpassing its space revenue, as the company shifts focus to AI compute with deals with Anthropic and Google. The company's IPO documents emphasize AI as its primary value driver.

SpaceX reported Q2 2026 results with revenue up 92% year-over-year to $7.8 billion, highlighting Starship V3 test flights, $14.1 billion in cloud services contracts, the planned $60 billion acquisition of Cursor, the release of Grok 4.5, and strong Starlink subscriber growth.

In his final earnings call as CEO, Tim Cook warned of severe memory chip supply constraints and a '100-year flood' in pricing, which will impact Apple's iPhone and Mac sales and slow revenue growth.

Meta's free cash flow dropped sharply from $8.5B to $784M year-over-year as quarterly AI infrastructure spending reached $31B, highlighting the financial impact of its AI investment push.

Reddit reported strong Q2 earnings but saw its stock drop over 10% after warning that search referrals were 'choppy' amid AI-driven changes to search traffic. The company's reliance on AI licensing deals with Google and OpenAI sparked investor concerns about user growth.

Amazon's strong cloud revenue and continued AI infrastructure spending are rewarded by investors, while companies like Meta without clear AI revenue face skepticism, highlighting a trend in the AI economy.

Apple reported strong Q3 2026 earnings with iPhone sales up 22% and Mac sales up 29% despite a RAM shortage, but warned that supply constraints will worsen and memory costs will rise. The company also announced a new Upgrade program and is preparing for a more personalized Siri AI with the iPhone 18.