All articles tagged with #revenue guidance
Salesforce beat Q2 expectations with $11.35B in revenue and $5.90 in adjusted EPS, aided by a $2.6B gain from its Anthropic stake; it raised full-year revenue guidance to about $46.1B–$46.4B, posted an 81% surge in free cash flow to $1.10B, and rolled out Claudeforce while securing major deals including a VA contract and a planned $3.6B Fin acquisition.
Plug Power reported Q2 revenue ~$178 million, beating estimates and narrowing losses as gross margins moved toward breakeven, leading the company to raise its full-year revenue guidance to about 15–16%. On Holding posted a revenue miss (CHF 850.3 million vs. CHF 881.4 million expected) but logged a profit of CHF 0.31 per share, with gross margin at 65.4% and EBITDA margin at 19.8%, driven by strong direct-to-consumer growth and Asia-Pacific momentum.
Advanced Micro Devices posted a record quarterly revenue of about $11.54 billion, led by a data-center business that more than doubled to $6.7 billion (58% of total sales), with Client revenue up 23% to $3.1 billion and Gaming down 31% to $779 million. R&D spending rose 33% to $2.53 billion and GAAP operating margin returned to 17% after prior distortions; management guided roughly $13 billion in Q3 revenue (±$300 million). Despite the strong numbers, the stock fell about 6.9% as investors priced in continued AI-driven growth, amid inventories rising to $8.47 billion as chips move through the pipeline.
Meta Platforms' stock fell after Q2 results missed on EPS ($6.18 vs $7.22 est) and revenue, with guidance for the next quarter coming in light ($61–$64B, midpoint $62.5B). The company narrowed full-year capex to $130–$145B, but aggressive AI infrastructure spending drove free cash flow down to $784 million from $8.55 billion a year earlier. Net income declined to $15.85 billion, and Reality Labs posted a large operating loss. Meta is continuing to push AI initiatives and data-center expansion, including deals like a $14 billion BlackRock data-center venture and other planned centers, as it seeks to monetize AI and scale compute capacity.
SoFi Technologies posted a strong Q2 with $1.2B in net revenue and $157M net income, raising full-year revenue guidance to $4.75–$4.85B and keeping adjusted EPS at $0.60. Total originations rose 69% year over year to $14.8B, led by personal loans (+54%) and student loans (nearly tripling), while deposits grew 37%. However, costs surged (noninterest expenses up $267M; sales and marketing up 48%), fueling questions about profitability as growth relies more on balance-sheet lending. Credit quality remained solid (personal-loan charge-offs around 3.7%), but investors worry about higher lending risk and valuation amid an uncertain Fed path. Management argues the revenue visibility justifies continued aggressive expansion.)
Accenture plc (ACN) tumbled about 20% after signaling a softer near-term revenue outlook for Q3 (revenue guidance of $17.75–$18.4 billion vs. consensus around $18.47B). For the quarter ended May 31, bookings declined about 2% and revenue rose to $18.7B, just below analyst estimates, while adjusted EPS rose 9% to $3.80. CEO Julie Sweet attributed roughly $100 million in revenue reductions from the Middle East conflict and about $400 million in sales impact. The company maintained full-year local-currency revenue growth guidance of 3–4% and adjusted EPS of $13.78–$13.90. Accenture cited ongoing AI-driven reinvention demand but faces investor concern that AI could disrupt traditional consulting demand; the stock has fallen more than 50% this year amid similar pressure on peers. The firm also announced intended acquisitions (Dragos, runZero, NetRise) for about $4.2 billion in total.
Broadcom reported Q2 FY2026 revenue of $22.187 billion (up 48% year over year) with GAAP net income of $9.31 billion and non-GAAP net income of $12.074 billion; adjusted EBITDA was $15.244 billion (69% of revenue), and diluted earnings per share were $1.91 GAAP and $2.44 non-GAAP. Cash from operations was $10.493 billion, with free cash flow of $10.262 billion (46% of revenue). The board declared a quarterly dividend of $0.65 per share. For Q3 FY2026, Broadcom guided revenue of about $29.4 billion (up 84% YoY) with non-GAAP operating margin near 67% and adjusted EBITDA around 68% of revenue. AI semiconductors drove Q2 AI revenue to $10.8 billion, up 143% YoY, and the company expects AI revenue to reach about $16.0 billion in Q3, signaling continued strong AI-related demand.
Rocket Lab jumped ~26% after a blowout Q1: revenue $200.3M and gross profit $76.5M, beating expectations; Q2 revenue guidance of $225–$240M topped estimates, with a backlog near $2.2B and Neutron on track for late 2026. Strength across Launch and Space Systems and new contracts underpin growth, and Stifel’s Erik Rasmussen reiterated a Buy with a $110 target, citing high barriers to entry and limited competition as reasons for a long-term premium.
IonQ beat Q1 expectations with $64.7 million in revenue (vs. $49.7 million expected), posted an adjusted loss of $0.34 per share, and raised full-year revenue guidance by $25 million to $260–$270 million; it projected Q2 revenue of $65–$68 million, signaling renewed momentum in the trapped-ion quantum computing space as AI models from Nvidia aid calibration and error correction.
Lilly posted a 56% YoY surge in Q1 2026 revenue to $19.8B, with GAAP EPS of $8.26 and non-GAAP EPS of $8.55, driven by volume growth despite lower realized prices; raised full-year revenue guidance to $82–$85B and non-GAAP EPS to $35.50–$37.00; highlighted regulatory progress including FDA approval of Foundayo (orforglipron) for obesity, plus pipeline advances across multiple programs; announced four acquisitions (Orna Therapeutics, Centessa, Kelonia, Ajax Therapeutics); and plans an Investment Community Meeting for December 7, 2026.
Delta, American and JetBlue raised their first-quarter revenue guidance as demand remains strong, offsetting higher jet fuel costs; Delta now expects high-single-digit revenue growth, American more than 10%, and JetBlue 5%–7%, while Southwest says its forecast is on track, signaling broad industry revenue strength despite fuel headwinds.
IonQ beat Q4 revenue with $61.9 million and issued a 2026 revenue target of $235 million, triggering about a 7% after-hours stock jump; the quantum‑computing pure‑play remains unprofitable, with EBITDA loss of $67.4 million and a full-year net loss of $753 million, even as it accelerates acquisitions (including Oxford Ionics) and grows government contracts such as a Missile Defense Agency award; investors have weighed recent short-seller allegations, but analysts remain mixed and many see the stock at a strategic inflection point.
Datavault AI updated its preliminary FY2025 revenue to $38–$40 million (about +30% from the prior $30M estimate) with midpoint implying roughly 1,300% YoY growth, boosted by licensing fees and the Data Science Group’s tokenization services. The company reaffirmed a $200 million revenue target for FY2026, signaling 400%–426% YoY growth. The FY2025 results are unaudited and will be reported to the SEC; management cites a robust new-business pipeline and expected high retention in 2026.
IBM exceeded Wall Street estimates in Q3 with strong revenue growth and raised its full-year guidance, driven by AI tailwinds, but its stock fell 5% after hours.
Figma's shares dropped over 10% after-hours following a Q2 earnings report that missed profit expectations but showed record revenue and strong user growth. The company announced an upcoming early lock-up release of employee shares, which may increase selling pressure. Despite raising full-year revenue guidance and positive financials, investor sentiment remains cautious due to potential share overhang from lock-up expirations.