Earnings
Headline: Cloud hit a new milestone and Azure stayed hot, but the narrative was dominated by AI capex intensity and how Microsoft is allocating scarce GPU/CPU capacity across Azure + first-party Copilots + R&D. Key Metrics * Total revenue: $81.3B (+17% YoY; +15% CC). * Gross margin: 68.0% (down
Earnings
Earnings
Headline: Lilly capped a blockbuster 2025 with +45% revenue growth and laid out 2026 guidance for $80–$83B revenue and $33.50–$35.00 EPS, balancing industry-leading volume growth against a low-to-mid-teens pricing headwind as obesity access expands (Medicare Part D) and orals arrive in Q2 2026. Key Metrics (bulleted)
Earnings
Earnings
Earnings
Headline: Intel beat Q4 guidance on revenue, gross margin, and EPS, but flagged a Q1’26 supply trough as buffer inventory is depleted; AI-led demand remains strong across client, server, networking, and custom ASIC. Key Metrics * Revenue: $13.7B (high end of guide). * Non-GAAP gross margin: 37.9% (+140 bps
Earnings
Earnings
Headline: Disney opened FY26 with strength in Studios + Parks and accelerating streaming profitability, while ESPN’s new “Unlimited” app + NFL assets aim to deepen engagement and steady subs. Key Metrics (from transcript) * Studio box office (CY2025): $6.5B+ global box office; Disney’s #1 global box office studio 9 of
Earnings
Headline: Strong Q4 finish with +7% YoY revenue growth, NII up 10% YoY, improving credit, and continued capital return—while reiterating 2026 NII +5–7% and targeting ~200 bps operating leverage. Key Metrics * Net income (Q4): $7.6B (+12% YoY). * EPS (Q4): $0.98 (+18% YoY). * Total revenue (Q4): $28.
Earnings
Earnings