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
Earnings
1. Core print * Net revenue: up +15% y/y (cc). * Value Added Services & Solutions (VAS): up +22% y/y (≈19% organic, +3ppt from Recorded Future/Minoa). * Operating expenses: +14% (partly M&A, partly infra, products, marketing). * EPS: $4.38, helped by $3.3B buybacks (another $1.2B after
Earnings
1. Headline results * Revenue: $51.2B, +26% y/y (25% cc). * Operating income: $20.5B, 40% operating margin. * Net income was dragged by a one-time U.S. tax law charge; without it EPS would’ve been $7.25. * Family of Apps revenue: $50.8B, still the growth engine. * Cash &
Earnings
Microsoft opened FY26 with AI-driven outperformance across Cloud, Copilot and Azure, a record commercial bookings surge (boosted by OpenAI), and a capacity-constrained AI buildout that will keep capex high as demand arrives faster than supply. 1) Big Numbers * Revenue: $77.7B (+18% YoY, +17% cc) * Microsoft Cloud: $49.1B (+26%
Earnings
💳 SoFi Technologies Q3 2025 Earnings — Core Brief Edition Headline: SoFi posted another record quarter and raised full-year guidance, powered by strong member/product growth, a surge in fee-based and capital-light revenue, and accelerating product innovation across blockchain and AI. Key Metrics (Q3 2025, YoY unless noted): * Adjusted net revenue: $950M