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IonQ’s Space Push Signals Monetization Beyond Quantum
business1 day ago

IonQ’s Space Push Signals Monetization Beyond Quantum

IonQ is expanding beyond its quantum-computing roots as its Skyloom unit deployed dozens of optical communications terminals on defense satellites for the SDA’s Proliferated Warfighter Space Architecture, signaling a move from development to recurring space revenue with 84 terminals now in orbit. In Q2, IonQ revenue rose to $80.1 million (up 287% YoY) and full-year guidance was raised to $280–$290 million, but adjusted EBITDA loss widened to $120.3 million, highlighting the cost of scaling. Investors trimmed the stock after the company did not disclose contract values, while an upcoming Sept. 8 Investor Day is expected to detail Skyloom’s monetization path and IonQ’s broader strategy to monetize its expanded portfolio in quantum networking, sensing, security, semiconductors and space-based communications.

via Yahoo Finance|
#business#ionq#quantum
Dick's Sporting Goods Faces Q2 Revenue Miss, Foot Locker Outlook Trimmed
business1 day ago

Dick's Sporting Goods Faces Q2 Revenue Miss, Foot Locker Outlook Trimmed

Dick's Sporting Goods posted Q2 revenue of $5.59B and adjusted EPS of $3.53, missing consensus estimates of $5.65B and $3.76, while Dick's stores grew comps 4.9% and Foot Locker comps fell 3.6%. The company trimmed Foot Locker's outlook to flat-to-down 2% and lowered full-year guidance to net sales of $21.9–$22.2B and operating income of $1.45–$1.55B, though it still expects the Dick's business to grow 2.5–4%. Management remains confident in the Dick's/Fo ot Locker turnaround after a $2.4B 2025 acquisition, aided by $59M in tariff refunds during the quarter.

via CNBC|
#business#dicks-sporting-goods#earnings
OpenAI aims for IPO by 2027, with potential earlier debut if growth continues
business7 days ago

OpenAI aims for IPO by 2027, with potential earlier debut if growth continues

OpenAI CFO Sara Friar told staff that the company will go public in 2027, with a possible earlier IPO if business inflects; the move follows confidential IPO filings with the SEC in June. Anthropic is also confidentially filed, and Friar said there’s no need to worry about rivals’ timing as both firms are in their own race. OpenAI highlighted revenue momentum, reporting a Q2 revenue of $6.7 billion and an annualized run rate above $40 billion, with enterprise revenue up about 50% quarter-to-date and coding products at 20 million weekly active users; the company also noted a robust fundraising stance after reportedly raising $122 billion in March. Anthropic reported an annualized run rate of $65 billion and roughly $11.5 billion in Q2 revenue, underscoring intense competition ahead of any public debuts.

via CNBC|
#anthropic#business#ipo
Anthropic's Revenue Surge Pushes Run Rate Toward $65B Ahead of IPO
business8 days ago

Anthropic's Revenue Surge Pushes Run Rate Toward $65B Ahead of IPO

Anthropic posted over $11.5B in Q2 revenue, a 14x jump from a year ago and more than double Q1's $4.73B, pushing its estimated run rate to about $65B by late July as it gears up for an IPO expected in September/October with Morgan Stanley, Goldman Sachs and JPMorgan; the company contend with OpenAI, which Bloomberg cites at roughly a $40B run rate, while both chase efficiency improvements and enterprise revenue amid cost considerations.

via Axios|
#ai#anthropic#business
Anthropic's Revenue Surges to $65B Run Rate Ahead of IPO
business9 days ago

Anthropic's Revenue Surges to $65B Run Rate Ahead of IPO

Anthropic told investors its annualized revenue run rate reached about $65 billion by the end of July, a sevenfold increase from a year earlier, underscoring demand for its enterprise AI tools as it prepares for a potential IPO. The update also cited roughly $11.5 billion in Q2 revenue (14x YoY), with OpenAI's run rate reported around $40 billion for context. The company has navigated export-control actions that briefly disabled Claude Fable 5 and Mythos 5 and has faced government scrutiny, including a Pentagon blacklist, while signaling plans for deeper government collaboration.

via CNBC|
#anthropic#artificial-intelligence#business
Anthropic's Q2 Revenue Surges to $11.5B Ahead of IPO
technology11 days ago

Anthropic's Q2 Revenue Surges to $11.5B Ahead of IPO

Anthropic reported preliminary Q2 revenue of more than $11.5 billion—more than 14 times the year-ago quarter—driven by demand for its Claude AI software, with positive adjusted operating income and a run-rate of about $47 billion. As it vies with OpenAI for enterprise customers, Anthropic is eyeing an IPO as soon as this fall to secure capital for expanding compute infrastructure and data centers.

via cnbc.com|
#anthropic#artificial-intelligence#claude
Lumentum Rockets on Strong Q4 Beat, Raises 2027 Outlook
technology14 days ago

Lumentum Rockets on Strong Q4 Beat, Raises 2027 Outlook

Lumentum Holdings beat fiscal fourth-quarter estimates with adjusted earnings of $3.23 per share on revenue of $1.01 billion and issued guidance for the first quarter of 2027 of $4.05–$4.35 per share on about $1.25 billion in revenue, prompting a roughly 7% premarket jump as AI infrastructure demand and its optical-networking business support a blistering stock run.

via barrons.com|
#ai-infrastructure#earnings#lumentum
Cisco posts earnings beat and higher revenue forecast, shares fall after hours
business14 days ago

Cisco posts earnings beat and higher revenue forecast, shares fall after hours

Cisco beat earnings and revenue estimates and issued a higher Q4 revenue guide of $18.0–$18.2 billion, but its shares dropped after the report. Net income rose 51% to $3.9 billion and revenue grew 18% to $17.25 billion; hyperscalers ordered about $4 billion of infrastructure in the quarter, contributing to a yearly total of $9.3 billion and hinting at stronger AI-driven growth, with Cisco anticipating continued AI-related demand and aiming for roughly $7.5 billion in hyperscaler revenue by fiscal 2027.

via CNBC|
#ai#business#cisco
SpaceX stock rebounds, closes above IPO price as Q2 beat fuels optimism
business15 days ago

SpaceX stock rebounds, closes above IPO price as Q2 beat fuels optimism

SpaceX stock rose about 4% to close above its $135 IPO price for the first time in weeks after Q2 revenue beat expectations at $7.81B; CFO Bret Johnsen reiterated a goal of $100B in annualized recurring revenue by year-end, a target Deutsche Bank calls “likely very achievable,” helped by neocloud and Cursor. However, the recent lockup expiration of roughly 911 million shares could keep near-term volatility intact, even as analysts remain broadly bullish (Citi maintains a Buy with a $200 PT and long-term upside).

via CNBC|
#business#earnings#ipo
Rocket Lab Posts Record Revenue, But Earnings Misses Forecast
business15 days ago

Rocket Lab Posts Record Revenue, But Earnings Misses Forecast

Rocket Lab reported Q2 2026 revenue of $234.06M, a 62% year-over-year increase and a quarterly record, but posted an adjusted loss of $0.08 per share, missing the $0.06 consensus. The backlog rose to a record $2.36B, with more than $437M in new launch contracts, and the company announced plans to acquire Iridium Communications while completing Mynaric and Motiv deals. For Q3 2026, the company guided revenue of $250–$265M (midpoint $257.5M) and an adjusted EBITDA loss of $17–$23M, aided by Neutron rocket milestones and a $397M Space Force contract.

via Yahoo Finance|
#acquisitions#backlog#business
AI-fueled surge lifts TSMC July revenue nearly 45%
technology16 days ago

AI-fueled surge lifts TSMC July revenue nearly 45%

TSMC posted July revenue of 467.58 billion NTD ($14.5B), up 44.7% year-on-year, driven by strong AI-related chip demand from Nvidia and Google. The company reaffirmed a roughly 40% 2026 revenue growth target and raised capex guidance to $60–64 billion, with high-performance computing AI sales comprising a significant share of Q2 revenue. While monthly results can swing, the AI demand backdrop remains robust and supportive for chipmakers and tech equities.

via CNBC|
#ai#nvidia#revenue
Tubi Surges Past 110 Million MAUs with Record Revenue Quarter
business20 days ago

Tubi Surges Past 110 Million MAUs with Record Revenue Quarter

Tubi, Fox’s free, ad-supported streaming platform, reports over 110 million monthly active users and its highest-ever quarterly revenue, with annual revenue exceeding $1 billion. CEO Anjali Sud credits growth to the appeal of free streaming, lessons from the creator economy, sports content (World Cup hub driving roughly 20 million views), and a broader strategy around creators via Red Seat Ventures, plus ongoing emphasis on live sports and originals as competitors explore ad-supported tiers.

via The Hollywood Reporter|
#anjali-sud#business#fox