Entertainment Earnings
News Corp’s Q2 FY26 results reveal a structural pivot toward digital B2B and real estate. Driven by 8% growth at Dow Jones and strong Realtor.com metrics, total revenue hit $2.36B. Expanding margins and AI licensing deals funded massive buybacks.
Entertainment Earnings
The New York Times capped 2025 with stellar Q4 results, growing revenue 10.4% to $802.3M. Driven by 12.8M total subscribers and a massive 25% surge in digital ads, NYT’s cash flow lured a new $351M investment from Berkshire Hathaway.
Entertainment Earnings
Microsoft’s Q2 FY26 results prove its AI monetization engine is unmatched. Driven by 29% Azure growth and rapid M365 Copilot adoption, revenue hit $76.8B. MSFT is aggressively funding a $17.5B CapEx cycle while protecting its operating margins.
Entertainment Earnings
IBM’s Q4 2025 results reveal a massive enterprise AI inflection. Software revenue surged 14% to $9.03B as the GenAI book of business eclipsed $12.5B. Simultaneously, the z17 mainframe launch drove Infrastructure up 21%, yielding record cash flow.
Entertainment Earnings
Salesforce’s Q4 FY26 results reveal a massive AI inflection. Driven by $11.2B in revenue and 169% Agentforce ARR growth, CRM generated record cash flow, unlocking a historic $50B stock buyback.
Entertainment Earnings
Oracle’s Q3 FY26 results validate its tier-1 AI hyperscaler status. Total revenue hit $17.2B, driven by an 84% surge in Cloud Infrastructure. To meet explosive demand, Oracle launched a historic $50B financing plan to fund massive data center expansion.
Entertainment Earnings
Snowflake’s Q4 FY26 product revenue surged 30% to $1.23B, fueled by rapid AI adoption. With a massive $9.77B contract backlog, expanding operating margins, and reduced stock-based compensation, SNOW's consumption model is thriving.
Entertainment Earnings
Palantir’s Q4 2025 earnings report shattered expectations, driven by an explosive 137% surge in U.S. Commercial revenue to $507M. Fueled by AIP bootcamp momentum, total revenue climbed 70% to $1.4B, pushing its Rule of 40 score to a historic 127% while generating massive operational cash flow.
Entertainment Earnings
AMD closed 2025 with breakout Q4 results, reporting a record $10.27B in revenue. Driven by a 39% surge in Data Center sales fueled by EPYC CPUs and Instinct AI accelerators, alongside a massive Client segment rebound, AMD is rapidly cementing its role as a premier AI infrastructure provider.
Entertainment Earnings
NVIDIA’s Q4 FY26 earnings shattered expectations as revenue surged to a record $68.1B, driven by a massive $62.3B from the Data Center segment. With Non-GAAP margins rebounding to 75.2% and the Blackwell architecture dominating the new "Agentic AI" era, NVDA remains the apex predator of tech.
Entertainment Earnings
The Trade Desk’s Q4 2025 earnings reveal a platform defying macro gravity. Despite CPG and auto headwinds, revenue grew 14% to $847M. Powered by the near-100% adoption of its Kokai AI engine and elite 47% EBITDA margins, TTD generated massive cash flow to fund a new $500M buyback.
Entertainment Earnings
PubMatic’s Q4 2025 earnings reveal an ad-tech platform in strategic transition. While DSP headwinds contracted total revenue to $80M, underlying omnichannel growth remains strong. By aggressively investing in Agentic AI and expanding SPO to 55% of activity, PUBM is building for the future.