Earnings
Headline: R2 on track for 1H26 launch; software/JV momentum lifts mix while 2025 guidance is reaffirmed and cost/ tariff headwinds ease into Q4. 📊 Key Metrics * Consolidated revenue (GAAP): $1,600M. * Gross profit (GAAP): $24M (includes $125M depreciation; $24M SBC). * Adjusted EBITDA: -$602M. * Automotive revenue: $1,100M; Automotive gross
Earnings
Headline: Record Q3 on AI demand; FY25 guide intact and FY26 revenue target set at $10.65B, with near-term gross margin pressure from AI/Cloud mix and tariffs. Key Metrics * Non-GAAP revenue: $2.30B (+27.5% YoY). * Non-GAAP gross margin: 65.2% (mix and inventory benefits). * Operating income: $1.12B
Earnings
Headline: AI server ramp drives record orders but near-term gross margin compression; Q2 sales guided to $10–$11B and full-year raised to ≥$36B as DCPS “AI factory” strategy scales. 📊 Key Metrics * Net revenue: $5.0B (-15% YoY, -13% QoQ; below prior $6–$7B guide). * Non-GAAP gross margin: 9.5%. * Non-GAAP
Earnings
Headline: Record quarter on broad-based strength—Data Center and Client lead; AI accelerators ramping now, with MI450/Helios set to drive the next leg in 2026. Key Metrics (per call’s non-GAAP framing) * Revenue: $9.2B (+36% YoY). * Gross margin: 54.0%. * Operating income: $2.2B (24.0% margin). * Diluted
Earnings
Headline: Record +63% revenue growth with Rule of 40 = 114; US Commercial +121% YoY; guidance raised on revenue and profitability as AIP deployments scale across enterprises. Key Metrics 📊 * GAAP revenue: $1.181B (+63% YoY, +18% QoQ). * Adjusted gross margin: 84%. * Adjusted income from operations: $601M (51.0% margin). * GAAP operating
Earnings
Headline: Upstream engine delivered records in Guyana and the Permian; 2025 project wave on track, tech-led efficiency compounding, capex paced below plan as new markets mature. 🔑 Key Metrics * Guyana production: >700,000 bpd in the quarter; 4th and largest FPSO came online 4 months early with 250,000 bpd
Earnings
🛢️ Chevron (CVX) Q3 2025 Earnings — Core Brief Edition Headline: Record production, strong cash generation, and Hess integration synergies drove a solid quarter; FY capex and production outlooks intact ahead of Nov 12 Investor Day. 📊 Key Metrics * GAAP net income: $3.5B; EPS: $1.82. * Adjusted net income: $3.6B; EPS:
Earnings
1) Core takeaways * Amazon just printed a big AI/cloud quarter: Revenue $180.2bn (+12% YoY), operating income $17.4bn, and they basically said “it was actually $21.7bn” if you strip out the $2.5bn FTC settlement + $1.8bn severance. * AWS re-accelerated to 20.2% YoY — that’s the
Earnings
1) Print to know * Revenue: $102.5B (+8% YoY) – September quarter record * Services: $28.8B (+15% YoY) – all-time high * Products: $73.7B (+5% YoY) * EPS: $1.85 – September quarter record * FY25 revenue: $416B – all-time record 2) What drove it * iPhone: $49B (+6% YoY) – strongest Sept. lineup ever (iPhone 17 family)
Earnings
1) Headline takeaways * DAU: 151.5M (+70% YoY) * Engagement: 39.6B hours (+91% YoY) * Revenue: $1.36B (+48% YoY) * Bookings: $1.92B (+70% YoY) * Paying users (MUP): 35.8M (+88% YoY) * DevEx paid to creators: $428M (+85% YoY), +250% vs 2 yrs ago 2) Core Brief read Roblox just printed
Earnings
1) Headline quarter * Revenue +54% y/y vs Q3’24 — huge for a company this size. * Growth was driven by the GLP-1/twin incretin franchise (Mounjaro / Zepbound) plus newer launches. * Strength was broad enough that they raised 2025 guidance to $63.0–63.5B revenue and $23.00–23.70
Earnings
1) Headline * Alphabet posted its first-ever $100B+ quarter: $102.3B revenue, +16% y/y (15% cc). * AI is no longer a story, it’s a revenue engine across Search, Cloud, YouTube and Subscriptions. * Operating income $31.2B; margin 30.5% (would’ve been ~34% ex-EC fine). 2) AI is the