company-earnings14 min read
Plug Power’s margin turnaround and stronger revenue guide contrast On Holding’s sales miss
2 months ago•Source: Yahoo Finance
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14 min•2 months ago
Trade Desk slides on Q2 miss and softer Q3 outlook
The Trade Desk posted Q2 CY2026 revenue of $715.1M (up 3% YoY) vs estimates of $752.1M, with adjusted EPS of $0.34 vs $0.40 and EBITDA of $241.3M vs $262M. Q3 revenue guidance of about $650M (midpoint) fell well short of consensus $804.8M and EBITDA guidance of $160M vs $339.6M. The stock dropped 21.8% to around $13.81 after the report, as investors weighed softer near-term outlook despite a 10.3-month CAC payback; long-term growth remains solid but the near-term trajectory looks weaker.
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More Company Earnings Stories
Microsoft's stock roars on blowout Q4, setting record one-day rally
Microsoft surged about 15% after a blowout Q4: EPS of $4.74 on revenue of $90 billion, with Azure growth accelerating to 43% (guidance 45%), Copilot seats topping 30 million, and Azure revenue over $100 billion. The Intelligent Cloud segment delivered $39.3B, Productivity & Business Processes $37.8B, and More Personal Computing $12.9B, while remaining performance obligations reached $678B and capital expenditures were $41B. The results reinforced confidence that Microsoft’s AI investments are paying off, helping drive the largest single-day market-value increase in history.
Meta stock sinks 10% after earnings miss, capex outlook spooks investors
Meta Platforms reported Q2 EPS of $6.18 on $60.8B revenue (missed estimates of $7.14 EPS on $60.2B revenue) while advertising revenue rose to $59.3B, beating expectations. The company also raised the lower end of its 2026 capex guidance to $135-145B and signaled capex could exceed $145B, largely for data centers. Analysts were underwhelmed, calling the quarter barely passable as cash flow remained only modestly positive; the stock fell about 10% in premarket trading amid concerns about higher capital spending and cash generation.
Alphabet beats on cloud growth, hikes capex guidance amid AI push
Alphabet beat Q2 expectations with EPS of $9.11 on $119.8B revenue, led by Google Cloud’s 82% year‑over‑year growth to $24.77B (vs. $24.56B est.) and advertising of $81.63B. Remaining performance obligations rose to $514B. The company also raised full‑year capital expenditure guidance to $195B–$205B to fund AI/data-center infrastructure, and the stock fell a bit over 2% as investors weighed the AI spending against near‑term returns.
IBM's Q2 Preview: AI Push and Pipeline in the Spotlight
IBM is set to report Q2 results after the close, with investors watching whether delayed enterprise deals shift into Q3 and whether the company can maintain more than 5% constant-currency revenue growth and about $1 billion in annual free cash flow improvement. Analysts expect management to address the Q2 revenue miss (about $17.2B) and adjusted EPS near $2.93, caused by softer software growth, weaker infrastructure revenue, and flat consulting, while updates on AI initiatives (Red Hat and watsonx) and deal pipelines will be key on the call. Options traders imply roughly a 7% move after the earnings release.
GM lifts full-year outlook after Q2 beat as tariffs ease and costs fall
GM beat Q2 expectations with revenue of $48.03B, adjusted EPS of $3.57 and adjusted EBIT of $3.94B, aided by cost cuts and tariff offsets, and raised full-year guidance to adjusted EBIT of $14.0–16.0B and adjusted EPS of $12.00–14.00 (auto free cash flow $9.5–11.5B). North America demand for pickups/SUVs remained solid (8.6% EBIT-adjusted margin in NA, up 2.5 points) while EV-related charges totaled about $4.5B in Q2 ($7.2B YTD). GM still sees EV losses improving by $1.0–$1.5B as credits and tariffs evolve, and while US vehicle volumes slipped about 4% to ~715k, the company held strong market positions in trucks and crossovers and maintained pricing discipline amid affordability headwinds.