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Lead DevelopmentFACT · 4/5•27 Aug '26•Via CNBC Technology

Okta +27% and CrowdStrike +18% After AI-Driven Earnings

Okta and CrowdStrike shares jumped sharply after both companies beat Wall Street estimates for the fiscal second quarter and raised guidance, citing rising AI-driven cyber threats that are increasing customer spending on security. CrowdStrike’s stock rose about 18% and Okta’s surged roughly 27%, helping lift other cybersecurity names such as Palo Alto Networks, SailPoint, Zscaler and Rubrik. CrowdStrike CEO George Kurtz described an “arms race” driven by AI, while Okta CEO Todd McKinnon said AI tool adoption is still in early stages and that new products contributed nearly a third of bookings. Analysts at Bank of America and Deutsche Bank commented on the sector, and the report framed identity-security tools as clear winners amid growing AI agent risks.

•Okta’s stock rose about 27% after beating Wall Street estimates and raising guidance for the fiscal second quarter.
•CrowdStrike’s stock gained about 18% after beating estimates and lifting its forecast, citing AI-driven threats.
•The broader cybersecurity sector rallied, with Palo Alto Networks, SailPoint, Zscaler and Rubrik each up at least 10%.

Entities:SailPoint Anthropic VERSANT Rubrik Thomson Reuters Palo Alto Networks Zscaler CrowdStrike Bank of America Okta Deutsche Bank OpenAI Hugging Face Jefferies

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FACT · 4/527 Aug '26· Via CNBC Technology

Nvidia stock jumps after blockbuster earnings

Nvidia shares rose about 6% in premarket trading after the company reported strong earnings and provided upbeat revenue guidance for fiscal 2028. CFO Colette Kress forecasted 70% revenue growth for fiscal 2028, while CEO Jensen Huang said demand likely exceeds that figure but supply constraints limit shipment. Nvidia said its AI Clouds, industrial, and enterprise (ACIE) customers generated $40.3 billion in sales for the quarter, up 138% year-over-year. Analysts noted supply issues at TSMC and memory shortages, and some flagged a potential competitive threat from custom AI chips being developed by hyperscalers and AI labs.

•Nvidia shares rose about 5.95% in premarket trading following the earnings report.
•CFO Colette Kress said Nvidia expects revenue growth of 70% for fiscal 2028 (Feb 2027–Jan 2028).
•CEO Jensen Huang stated demand for Nvidia’s products is “much greater than 70%,” but supply limits shipments.

VERSANT NVIDIA TSMC OpenAI Hugging Face

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FACT · 4/526 Aug '26· Via CNBC Technology

CrowdStrike Beats Q2 Estimates, Stock Jumps on AI Security Demand

CrowdStrike reported a record fiscal second quarter, beating analysts' estimates and raising guidance as rising AI-driven cyber threats boost demand for security tools. Adjusted EPS was $0.31 versus $0.29 expected and revenue was $1.47 billion versus $1.44 billion expected, up 26% year-over-year. Annual recurring revenue grew 25% to $5.84 billion, including $333 million of net new ARR. CEO George Kurtz called it the company’s best quarter as Anthropic’s Mythos model and broader agentic AI activity spur enterprise investment in AI security.

•Adjusted EPS: $0.31 in fiscal Q2 vs. $0.29 expected
•Revenue: $1.47 billion in fiscal Q2 vs. $1.44 billion expected (26% YoY growth from $1.17 billion)
•Annual recurring revenue (ARR): $5.84 billion, up 25% year-over-year; record net new ARR of $333 million

Anthropic VERSANT Thomson Reuters CrowdStrike CNBC

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FACT · 4/525 Aug '26· Via CNBC Investing

Marvell Earnings Could Boost AI Trade

Marvell Technology is scheduled to report fiscal second-quarter results this week, which Virtus Investment Partners chief market strategist Joe Terranova told CNBC could provide a needed "shot of adrenaline" for the AI trade. Terranova said the earnings will help investors assess whether hyperscalers will keep investing at current pace in planned multi-billion-dollar data center buildouts — a key driver for semiconductor and AI-linked stocks. He cautioned that rising Treasury yields, local opposition to data centers, and hardware bottlenecks could slow that infrastructure investment.

•Marvell Technology is slated to post its fiscal second-quarter results on Thursday (article published 2026-08-25).
•Joe Terranova, chief market strategist at Virtus Investment Partners, told CNBC Marvell's earnings could be a "shot of adrenaline" for the AI trade.
•The VanEck Semiconductor ETF (SMH) was trading relatively flat week-to-date while shares of Marvell Technology were little changed.

Marvell VERSANT Thomson Reuters CNBC

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FACT · 4/519 Aug '26· Via CNBC Investing

Morgan Stanley Downgrades Baidu to Sell

Morgan Stanley downgraded Baidu to underweight (sell) after the Chinese search giant reported weaker-than-expected second-quarter results. The bank cut its price target to $80 from $130, highlighting an 18.5% year-over-year decline in Baidu’s core advertising business and continued heavy investments in AI — including talent, Ernie model upgrades and computing expansion — that are pressuring operating profit. Baidu reported Q2 EPS of 7.22 yuan versus FactSet-estimated 9.35 yuan and revenue of 31.33 billion yuan versus consensus 31.78 billion. Morgan Stanley warns ad recovery may lag and AI monetization remains nascent, while most Wall Street analysts still rate the stock buy/strong buy.

•Morgan Stanley downgraded Baidu to underweight from equal-weight and lowered its price target to $80 from $130.
•Baidu reported Q2 earnings per average diluted share of 7.22 yuan, below the FactSet consensus of 9.35 yuan.
•Baidu posted Q2 revenue of 31.33 billion yuan, below Street consensus of 31.78 billion yuan.

OneTrust VERSANT FactSet Baidu Thomson Reuters LSEG Morgan Stanley

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FACT · 4/516 Aug '26· Via Retail-News

Rakuten Returns to Quarterly Profit in Q2 2026

Rakuten reported a return to quarterly profitability in Q2 2026 — the first quarterly profit in six years. Consolidated revenue rose 11.6% year-over-year to a record ¥665.5 billion. Non-GAAP operating income increased strongly and net income attributable to owners was ¥7.7 billion. All three divisions — Internet Services (including Rakuten Ichiba and Rakuten Travel), FinTech, and Mobile — posted revenue growth, with FinTech up 27%. Rakuten Mobile continued to reduce losses while growing subscribers. The company also improved its liquidity via a May sale of securities (~¥200 billion) and repaid several bonds earlier in 2026.

•Rakuten returned to quarterly profitability in Q2 2026, the first quarterly profit in six years.
•Consolidated revenue rose 11.6% year-over-year to ¥665.5 billion in Q2 2026.
•Non-GAAP operating income increased 109.6% to ¥42.0 billion; IFRS operating profit was ¥20.0 billion and net income attributable to owners was ¥7.7 billion.

RETAIL-NEWS.de Rakuten Rewards Amazon

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FACT · 4/515 Aug '26· Via OUTFRONT Media Investor Relations

OUTFRONT Media Releases Q2 2026 Earnings Report

The investor relations page now features Q2 2026 earnings materials, including press release, presentation, and webcast.

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FACT · 4/513 Aug '26· Via Retail-News

HelloFresh Q2 2026: Revenue Falls, Efficiency Program Continues

HelloFresh reported around €1.5 billion in revenue for Q2 2026 and an adjusted EBITDA of €120.6 million, with currency-adjusted revenue down 7.8% year-over-year. The company reduced marketing spend, delivered 21.8 million orders (down 13.7% y/y) and raised average order value to €71. HelloFresh says product improvements helped retention in existing customers and that about 85% of planned efficiency measures were implemented by the end of H1. The group reaffirmed its 2026 adjusted EBITDA guidance of €375–425 million while expecting a currency-adjusted revenue decline of 3–6% for the year.

•HelloFresh reported Q2 2026 revenue of around €1.5 billion, down from €1.7 billion year‑over‑year (currency‑adjusted decline of 7.8%).
•Adjusted EBITDA for Q2 2026 was €120.6 million (prior-year Q2: €158.5 million); group AEBITDA margin for Q2 was 15.2%.
•HelloFresh delivered 21.8 million orders in Q2 2026, a decline of 13.7% versus 25.3 million a year earlier.

RETAIL-NEWS.de Amazon HelloFresh

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FACT · 4/512 Aug '26· Via CNBC Technology

Tencent Q2 2026 Beats Revenue on Games, AI Ads

Tencent reported Q2 2026 revenue of RMB 204.8 billion, beating LSEG estimates, driven by an 11% year‑on‑year revenue gain. Domestic games revenue rose 17% to RMB 47.3 billion while international game revenue was slightly down on a reported basis but up in constant currency. Marketing services (advertising) revenue increased 22% to RMB 43.6 billion, aided by enhancements to its AI ad recommendation model. Reported net profit was RMB 56 billion, below expectations, while adjusted profit rose to RMB 68.4 billion (up 9% year‑on‑year). Capital expenditure increased to RMB 52.8 billion to expand AI and cloud compute capacity—supporting the Hy3 production launch, Xiaowei agent testing and growing usage of WorkBuddy/CodeBuddy—and contributed to a negative free cash flow of RMB 13.8 billion. Weixin/WeChat monthly active users reached 1.439 billion.

•Q2 2026 revenue: RMB 204.8 billion (up 11% year‑on‑year; beat LSEG estimate).
•Reported net profit: RMB 56 billion (below expectations); adjusted profit: RMB 68.4 billion, up 9% year‑on‑year.
•Domestic games revenue: RMB 47.3 billion, up 17% year‑on‑year; international games down 0.8% reported (up 4% constant currency).

DeepSeek Moonshot AI

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FACT · 4/512 Aug '26· Via CNBC Technology

Cerebras shares fall 14% after Q2 earnings

Cerebras Systems shares dropped about 14% in after-hours trading after the company reported second-quarter results following its May IPO. The chipmaker reported core revenue of $180 million (below LSEG consensus of $194 million) and an adjusted loss per share of $0.05 versus $0.17 expected, while total revenue was $210 million including pass-through items. Cerebras raised full-year core revenue guidance to $880–$890 million and said it expects core revenue of $214–$216 million this quarter. The company recorded a net loss of $450.5 million, driven largely by $386.6 million of stock-compensation costs. CEO Andrew Feldman said AI demand is "through the roof," and the company cited partnerships with AMD and usage of its chips by OpenAI for GPT 5.6 Sol.

•Cerebras reported core revenue of $180 million for Q2, below LSEG consensus of $194 million.
•Adjusted loss per share was $0.05 versus $0.17 expected; total revenue was $210 million including pass-through revenue.
•Cerebras raised full-year core revenue guidance to $880 million–$890 million (previously $855 million–$865 million) and expects current-quarter core revenue of $214 million–$216 million.

CoreWeave NVIDIA AMD LSEG Cerebras Systems Nasdaq OpenAI

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FACT · 4/57 Aug '26· Via Retail-News

Instacart Grows Double-Digits: Revenue and Orders Up

Instacart reported continued growth in Q2 2026: gross transaction volume (GTV) and revenue each rose 14% year-over-year to $10.35 billion and $1.04 billion, respectively. Advertising revenue grew 16%, outpacing overall commerce growth. GAAP net income was $111 million, adjusted EBITDA improved 19% to $313 million, operating cash flow more than doubled to $493 million, and free cash flow reached $480 million. Orders increased 9% to 90.3 million, and Instacart says it added the most new customers in three quarters since 2022. The company highlights AI offerings and enterprise expansion—new retail partners (Ace Hardware, Tractor Supply Company, World Market) and AI customers (Stew Leonard’s, The Save Mart Companies, Woodman’s, Harmon’s)—and integration with Google’s Gemini for natural-language shopping. Guidance for Q3 2026: GTV $10.3–10.55 billion and adjusted EBITDA $320–340 million, with management expecting continued double-digit YoY growth in volume and operating profit.

•Q2 2026 gross transaction volume (GTV) rose 14% year-over-year to $10.35 billion.
•Q2 2026 revenue increased 14% year-over-year to $1.04 billion.
•Advertising revenue grew 16% year-over-year.

Instacart Tractor Supply Google

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FACT · 4/56 Aug '26· Via CNBC Technology

SoftBank boosted by $8.2B Intel gain

SoftBank reported fiscal first-quarter profit driven largely by a 1.3 trillion yen (about $8.2 billion) gain on its stake in Intel and a rise in the value of its stake in ByteDance. The company posted net profit of 347.3 billion yen for the June quarter, beating analyst expectations, while its Vision Funds saw a $1.7 billion gain led by a $2.2 billion increase in ByteDance's valuation. SoftBank recorded no investment gain or loss tied to OpenAI. Its AI computing segment posted a larger loss year-on-year, with higher R&D costs at owned chip companies such as Arm, Graphcore and Ampere cited as a reason.

•SoftBank reported net profit of 347.3 billion Japanese yen for the June quarter.
•SoftBank recorded a 1.3 trillion yen gain on its shares of Intel (about $8.2 billion).
•SoftBank's Vision Funds saw a $1.7 billion gain in the quarter, driven primarily by a $2.2 billion increase in the value of its stake in ByteDance.

SoftBank Group VERSANT LSEG Intel ByteDance OpenAI Arm

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FACT · 4/56 Aug '26· Via CNBC Technology

Applovin Shares Fall After Q2 Revenue Miss

Applovin reported second-quarter results that missed Wall Street revenue expectations, driving its stock down about 17%. The company reported earnings per share of $3.76 (matching estimates) and revenue of $1.92 billion versus $1.94 billion expected, a 53% year-over-year revenue increase. CEO Adam Foroughi attributed the shortfall to the timing of improvements in the company’s AI-powered advertising models as it expands into e-commerce, saying the next step up in model performance occurred after the quarter ended. Piper Sandler analyst James Callahan downgraded the stock to neutral and cut the price target from $665 to $385 following the results.

•Applovin reported Q2 earnings per share of $3.76, matching expectations.
•Applovin reported Q2 revenue of $1.92 billion versus $1.94 billion expected (LSEG estimates).
•Applovin's revenue rose 53% year-over-year.

NurPhoto Agency Getty Images VERSANT Thomson Reuters AppLovin LSEG Piper Sandler CNBC

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FACT · 4/56 Aug '26· Via Cord Cutters News

Optimum Loses 101.8K Residential TV Customers in H1 2026

Optimum Communications (formerly Altice USA) reported Q2 2026 results showing a loss of 44,100 residential video customers in the quarter and a combined H1 loss of 101,800 customers after a prior-quarter decline of 57,700. The company introduced new tiered video packages (Entertainment TV, Extra TV, Everything TV) and is migrating legacy customers. Broadband subscribers fell by 40,000 in Q2, leaving about 4 million broadband customers. Total Q2 revenue was $2.02 billion (down 5.8% year-over-year) and residential revenue was $1.54 billion (down 6.7% year-over-year). CEO Dennis Mathew commented on efforts to sharpen go-to-market strategy and strengthen financial foundations.

•Optimum Communications reported a Q2 2026 loss of 44,100 residential video customers.
•Combined with a prior-quarter loss of 57,700, Optimum is down 101,800 residential video customers year-to-date in 2026.
•Broadband customers declined by 40,000 in Q2 2026, leaving total broadband subscribers at 4 million.

Amazon Cord Cutters News

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FACT · 4/55 Aug '26· Via CNBC Investing

SpaceX Earnings Weigh on Stock; Nvidia Gains

SpaceX shares fell after the company reported second-quarter results and disclosed $18.4 billion in Q2 capital expenditures, which exceeded estimates. Nvidia shares rose more than 3% after Elon Musk said Nvidia would be SpaceX’s “exclusive” chipmaking partner for its AI infrastructure buildout. Analysts highlighted the potential scale of Nvidia demand if SpaceX’s comments are realized, with estimates discussing multi-gigawatt add-ons and large potential revenue for Nvidia in 2027. AMD also fell after reporting higher capex of $808 million in Q2. The market reaction reflects investor concern about hyperscalers' AI spending while chipmakers are rewarded for increased demand expectations.

•SpaceX reported second-quarter results that included $18.4 billion in capital expenditures for the quarter.
•SpaceX shares fell more than 7% after the earnings and capex disclosure.
•Nvidia shares gained more than 3% after Elon Musk said Nvidia would be SpaceX’s "exclusive" chipmaking partner for its AI infrastructure buildout.

SpaceX Nvidia Melius Research

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FACT · 4/54 Aug '26· Via Business Wire: AdTech

National CineMedia to Release Q2 2026 Results Aug 11

National CineMedia, Inc. (NASDAQ: NCMI), the managing member and owner of National CineMedia, LLC and operator of the largest cinema advertising platform in the U.S., will issue its second quarter 2026 earnings after the market closes on Tuesday, August 11, 2026. A conference call and audio webcast to discuss results is scheduled for 5:00 p.m. Eastern Time with dial-in numbers and a live webcast available via the company's Investor Relations page. Replays of the call and webcast will be available through August 25, 2026. The release reiterates NCM's scale (more than 18,500 screens across 1,650 theaters in 185 DMAs) and lists partner circuits including AMC, Cinemark and Regal (a Cineworld subsidiary).

•National CineMedia, Inc. (NASDAQ: NCMI) will issue second quarter 2026 earnings after market close on August 11, 2026.
•A conference call and audio webcast to discuss results will take place at 5:00 p.m. Eastern Time with dial-in and webcast access provided.
•Replay of the conference call will be available until midnight Eastern Time on August 25, 2026; a replay of the audio webcast will also be available on NCM's Investor Relations site.

Business Wire National CineMedia Cinemark Cineworld

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FACT · 4/54 Aug '26· Via CNBC Technology

Palantir Soars on Surging AI-Sovereignty Revenue

On Aug. 4, 2026 Palantir reported blockbuster Q2 results, with revenue rising 93% year‑over‑year to $1.94 billion and net income increasing roughly 125%. The quarter beat analyst consensus (~$1.8B) and was driven by the U.S., where revenue more than doubled to $1.57 billion — commercial revenue jumped 149% to $764 million while government revenue grew 90% to $809 million. Management and CEO Alex Karp credited strong demand for AI‑sovereignty and data‑privacy offerings such as AIP and AIP Evolve, positioning Palantir as a counterweight to frontier AI labs. The company raised full‑year revenue guidance to $8.15B–$8.158B and expects commercial revenue above $3.424B. Wall Street firms including Deutsche Bank, UBS, Citi and BofA raised price targets or ratings, and shares rose about 14–16% in extended trading.

•Q2 revenue $1.94B (+93% YoY); net income up ~125% YoY.
•U.S. revenue more than doubled to $1.57B; commercial $764M (+149% YoY); government $809M (+90% YoY).
•Beat analyst consensus (~$1.8B) and raised full-year revenue guidance to $8.15B–$8.158B; expects commercial revenue > $3.424B.

TargetVideo manager magazin Mizuho Financial Group Cantor Fitzgerald Meta Anthropic t3n VERSANT Goldman Sachs LSEG Bank of America Citi Deutsche Bank OpenAI Morgan Stanley Palantir UBS Google

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FACT · 4/53 Aug '26· Via Cord Cutters News

DISH & Sling Q2 2026: Large Subscriber Losses

EchoStar Corporation reported second-quarter 2026 results showing continuing subscriber declines across its pay-TV, wireless and broadband businesses, while reported profitability was driven largely by a one-time accounting gain. Total revenue for Q2 was $3.58 billion. Net income attributable to EchoStar was $8.46 billion, primarily due to an approximate $9.73 billion non-cash gain on deconsolidation; adjusted net income would be about $49.46 million. Pay-TV net subscribers fell ~241,000 in the quarter (ending with 6.39 million pay-TV customers: 4.68M DISH TV and 1.71M Sling TV). Consolidated OIBDA rose to $683.5 million and capital expenditures dropped to $92.3 million. The report highlights ongoing cord-cutting pressures for traditional and hybrid pay-TV providers.

•Total revenue for the three months ended June 30, 2026 was $3.58 billion (down from $3.72 billion in Q2 2025).
•Net income attributable to EchoStar was $8.46 billion for Q2 2026, primarily due to an approximately $9.73 billion non-cash gain on deconsolidation.
•After adjusting for the tax-affected impact of the deconsolidation gain, net income would have been roughly $49.46 million; diluted EPS was $24.12.

EchoStar DISH

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FACT · 4/531 Jul '26· Via Lebensmittelzeitung

Amazon Beats Expectations in Quarterly Results

Amazon reported quarterly results that beat Wall Street expectations. Revenue rose 20% year‑over‑year to $200.6 billion. The article notes Amazon's significant presence in cloud services and says the company is benefiting from the AI boom; the stock moved higher in after‑hours trading following the release. The piece was published on 2026-07-31 by Lebensmittelzeitung/DFV Mediengruppe.

•Amazon exceeded Wall Street expectations in the most recent quarter.
•Amazon's revenue rose 20% year‑over‑year to $200.6 billion.
•Amazon is a major player in cloud services and is benefiting from an AI-driven demand increase.

dfv Mediengruppe Amazon

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FACT · 5/531 Jul '26· Via CNBC Investing

Apple earnings split Wall Street amid supply, AI headwinds

Apple reported fiscal third-quarter revenue of $109.42 billion, slightly above LSEG-polled estimates of $108.65 billion, with iPhone, Mac and wearables outperforming while iPad and Services revenue missed expectations. The stock fell roughly 8% after Apple gave weaker-than-expected guidance for the current quarter, forecasting revenue growth of 9–11% versus LSEG expectations of 12%. CFO Kevan Parekh cited parts supply constraints that could particularly affect iPhone revenue, and several banks and research firms flagged high memory costs, supply-chain prioritization for AI, and decelerating Services as near-term headwinds. Analysts were divided: some trimmed price targets and downgraded near-term outlooks while others highlighted Apple's strong free cash flow, upcoming iPhone and Siri AI catalysts, and potential for Services recovery. Major broker notes from UBS, Barclays, JPMorgan, Goldman Sachs, Morgan Stanley, Citi, Bank of America, Evercore ISI, Baird, Wells Fargo and Melius Research were summarized.

•Apple reported fiscal Q3 revenue of $109.42 billion, beating analysts' estimates of $108.65 billion (LSEG poll).
•Apple forecasted revenue growth of 9%–11% for the current quarter, below LSEG consensus of 12%.
•Shares fell almost 8% after Apple issued weaker-than-expected guidance.

JPMorgan Chase Evercore Apple Goldman Sachs Melius Research Wells Fargo Barclays LSEG Bank of America Citi Morgan Stanley UBS

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FACT · 4/531 Jul '26· Via CNBC Technology

Apple price target raised despite memory crunch

Apple reported fiscal 2026 third-quarter results that beat top- and bottom-line expectations, with revenue of $109.42 billion and EPS of $2.02. The company warned that sharply higher memory prices are a material headwind and said supply constraints will increase, prompting price hikes on MacBooks and iPads. The author raised Apple’s price target to $340 from $300 while maintaining a hold-equivalent rating, citing long-term strengths in hardware and services and the upcoming broader rollout of "Apple Intelligence." Tim Cook will move to executive chairman on Sept. 1 and John Ternus will become CEO. Guidance for the September quarter calls for 9%–11% revenue growth and companywide gross margin of 47%–48%, while management expects memory costs to remain elevated.

•Apple reported fiscal Q3 2026 revenue of $109.42 billion, up 16%, ahead of expectations, according to LSEG.
•Apple reported fiscal Q3 2026 EPS of $2.02, a 29% increase and above estimates, according to LSEG.
•The author raised Apple’s price target to $340 from $300, with outlook extended to 2027.

Dell OneTrust Samsung Electronics Apple VERSANT FactSet HP OPPO LSEG Xiaomi IDC Google

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FACT · 5/530 Jul '26· Via CNBC Investing

Microsoft Q4 Earnings Seen as Turning Point

Microsoft reported fiscal fourth-quarter results that beat analyst expectations, with Azure surpassing $100 billion for the fiscal year and its Copilot AI product exceeding 30 million paid seats. The company recorded a $3.2 billion gain from its stake in Anthropic while free cash flow fell 23% to $19.64 billion and capital expenditures were below some expectations. Wall Street analysts broadly reacted positively, raising price targets and emphasizing Azure acceleration, Copilot monetization, and improving AI unit economics as reasons the results could reverse the stock's recent underperformance.

•Microsoft beat analyst expectations in its fiscal fourth quarter, sending shares up about 9% in premarket trading.
•Azure revenue surpassed $100 billion for the 2026 fiscal year.
•Microsoft’s Copilot reached more than 30 million paid seats, with paid seats increasing by 10 million quarter-over-quarter.

J.P. Morgan Anthropic VERSANT FactSet Goldman Sachs Melius Research Wells Fargo Thomson Reuters Barclays Bank of America Citi Microsoft Morgan Stanley

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FACT · 4/530 Jul '26· Via Retail-News

Starbucks Q3 2026: Strong comps, lower revenue

Starbucks reported improved operational performance in its third quarter of fiscal year 2026: comparable store sales rose 7.9% globally (driven by +4.2% traffic and +3.5% average ticket), diluted EPS increased 86% to $0.91, and margins improved (GAAP operating margin 10.5%, adjusted margin 14.4%). Consolidated revenue fell 1% to $9.3 billion mainly due to restructuring of the China business into a joint‑venture model, which reduced revenue recognized from company‑operated stores. Starbucks now operates more than 41,300 stores after adding 175 net new locations and raised its full‑year outlook, expecting roughly 6% comparable store sales growth for 2026.

•Starbucks Q3 FY2026 revenue declined 1% to $9.3 billion.
•Global comparable store sales increased 7.9% (traffic +4.2%, average ticket +3.5%); North America +8.1%, international +5.7%.
•Diluted EPS rose 86% to $0.91; adjusted EPS was $0.85.

Meta Unilever Amazon Shopify Adyen L'Oréal Ströer Vinted Visa PayPal Microsoft Starbucks Deutsche Post DHL Group Google

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FACT · 5/530 Jul '26· Via Retail-News

Microsoft Q4/FY2026 Growth Driven by Cloud and AI

Microsoft closed fiscal 2026 with a strong fourth quarter and robust full-year performance, driven primarily by cloud services and AI products. Q4 revenue reached $90.0 billion (up 18% year-over-year) and the company reported notable gains in net income and EPS. Microsoft Cloud revenue and Azure showed above-average growth, with Azure and other cloud services expanding rapidly and Microsoft 365 Copilot gaining millions of paying users. The quarter included one-off items such as a $3.2 billion positive valuation effect from a stake in Anthropic and costs/savings related to workforce programs. For the full year, Microsoft reported higher revenue and net income and returned capital to shareholders through dividends and share repurchases.

•Microsoft Q4 revenue: $90.0 billion, up 18% year-over-year.
•Q4 net income: $35.8 billion, up 31% (GAAP).
•Diluted earnings per share (Q4): $4.81, up 32%.

Anthropic Amazon LinkedIn Microsoft

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FACT · 4/530 Jul '26· Via Adweek

Stagwell Posts Strong Q2 Driven by Record New Business

Stagwell delivered a strong quarter under CEO Mark Penn, reporting Q2 net revenue of $632 million, up 6% year‑over‑year, and year‑to‑date net revenue of $1.22 billion, a 5% increase. The holding company booked a record $171 million in new business in Q2 (up 45% YoY) as management doubled its new‑business unit to pursue larger global and CPG clients, supporting top‑100 client growth of 16%. Adjusted EBITDA for the quarter was $109 million, up 15% YoY. Stagwell secured several major accounts this quarter — notably IBM (taken from WPP’s Ogilvy) — along with Heineken, Navy Federal Credit Union, Hershey’s, Allwyn and Haier, while expanding its media group and activations to scale global offerings. The firm holds a 35% stake in RealClearPolitics, employs about 13,500 people, and reports roughly 3% of revenue from the Middle East.

•Q2 net revenue: $632 million (up 6% year-over-year).
•Year-to-date net revenue: $1.22 billion (up 5% from 2025).
•New business in Q2: $171 million (45% YoY); company doubled its new-business unit to pursue larger global/CPG accounts; top-100 clients grew 16%.

Mondelēz International Allwyn Stagwell Ogilvy IBM HEINEKEN WPP

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FACT · 5/529 Jul '26· Via CNBC Technology

Meta Reports Q2 Results After Market Close

Meta is scheduled to report second-quarter results after the market close on July 29, 2026, with Street/analyst estimates forecasting $7.22 adjusted EPS and $60.17 billion in revenue (about 26% year-over-year growth). Investors will focus on capital expenditures as Meta pours money into AI infrastructure and data centers while trying to monetize its AI models and services. The company recently debuted Muse Spark 1.1 and released Muse Image, and has pursued large AI investments including a $14.3 billion deal tied to Scale AI and a $14 billion BlackRock data-center venture. Analysts expect Reality Labs to post a loss of about $5.07 billion on $423.4 million in revenue. Meta’s capex guidance and plans to sell/lease AI capacity to third parties (Anthropic in preliminary talks) are central to investor scrutiny.

•Analysts polled by LSEG expect Meta to report $7.22 adjusted earnings per share and $60.17 billion in revenue for Q2 2026.
•Meta is projected to show roughly 26% year-over-year revenue growth from $47.52 billion in the prior-year quarter.
•Meta debuted the Muse Spark 1.1 model and released Muse Image as part of its AI product push.

Scale AI Meta Anthropic Amazon Alphabet LSEG Microsoft OpenAI BlackRock Google

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