Earnings Analysis
Walmart’s FY2026 Q2 Results: What Investors Should Focus On
Walmart expects Q2 net sales to grow 3.5%–4.5% at constant currency, with total revenue projected at around $176 billion, up roughly 4% year over year. While operating income is expected to rise by about 10%, both gross margin and net profit remain under pressure. Over the past two quarters, gross
U.S. Retail Giants Earnings Preview: Profit Divergence, Weakening Consumer Confidence
U.S. retailers are set to report their Q2 2025 results, while weakening consumer confidence and tariff pressures are raising concerns about the resilience of retail demand.Analysts widely expect earnings to show a clear divergence: Walmart, with its low-price and scale advantage, may have a defens
The Second to Hit a $4 Trillion Market Cap
On July 31, Microsoft reported its financial results for the fourth quarter and full fiscal year 2025. Azure cloud services continued to accelerate, cementing their role as a key growth engine. Both revenue and profit for the quarter beat expectations across the board, sending the stock up more than
Wall Street Predicts a Post-Earnings Rise for Microsoft Stock
Microsoft is scheduled to release its fiscal fourth-quarter 2025 results after the bell on July 30, with analysts widely expecting double-digit growth in both revenue and earnings. Benefiting from the continued rollout of generative AI (GenAI) across its Azure and Copilot businesses, Microsoft share
Google’s Earnings Crush Expectations, But Challenges Persist—Is Now the Time to Buy?
Alphabet’s Q2 total revenue reached $96.43 billion, a 14% increase from $84.74 billion in the prior year, or 13% growth excluding currency fluctuations.The company announced an increase in its 2025 full-year capital expenditure to $85 billion, $10 billion above prior estimates, with further increase
Microsoft's business growth drives its stock price up
As the earnings season approaches, many investors habitually focus on the changes in analyst ratings after the release of corporate earnings reports, believing that this is the key node for the market to re-evaluate the company's value. But in fact, keen investors have long realized that analysts' b
ASML: Strong Earnings Can't Shake Off Gloomy Outlook
As a global leader in semiconductor lithography equipment, ASML released its Q2 2025 earnings on July 16, 2025, delivering results that exceeded market expectations. However, amid weak macroeconomic conditions, heightened geopolitical tensions, and escalating tariff risks, the company warned that it
Signals Emerging from Q2 Earnings Forecasts
With companies like Costco (FY2025 Q3) and AutoZone reporting quarterly results through May, the U.S. stock market is entering the early phase of the Q2 (April–June) earnings season. Against this backdrop, although some firms have delivered strong performances, the broader trend of slowing earning
Microsoft's business growth drives its stock price up
As the earnings season approaches, many investors habitually focus on the changes in analyst ratings after the release of corporate earnings reports, believing that this is the key node for the market to re-evaluate the company's value. But in fact, keen investors have long realized that analysts' b
Netflix Delivers a Beat, but Wall Street Sells the News After Hours
Market Expectations for Forward Guidance Were Not Fully Met
Behind Apple's promotions: The helplessness in the fierce competition in the Chinese market
From January 4th to 7th, Apple's official website in China launched a preferential event, with a maximum discount of 800 yuan available. iPhone, iPad, Mac, Apple Watch, AirPods and Apple Pencil are all included
