Overview Marvell Technology delivered a standout second quarter in fiscal 2026, with total revenue surging 58% year-over-year, an all-time record. Fueled by strong AI-driven demand for custom silicon and electro-optics, Marvell posted significant earnings growth and improved profitability, even while divesting its Automotive Ethernet business. CEO Matt Murphy highlighted a robust pipeline with over 50…

Overview Dell Technologies delivered record results in the second quarter of fiscal 2026, as revenue surged 19% year-over-year, driven by extraordinary demand for AI servers. The Infrastructure Solutions Group posted its strongest quarter ever, while Client Solutions Group remained stable despite softer consumer demand. With record cash generation and increased shareholder returns, Dell raised its…

Overview Snowflake Inc., the AI-driven data cloud company, delivered a strong second quarter of fiscal 2026, with 32% year-over-year growth in product revenue to $1.09bn. The company also achieved a net revenue retention rate of 125%, expanded its high-value customer base, and increased remaining performance obligations, highlighting robust demand, platform stickiness, and near-term revenue visibility….

Overview CrowdStrike Holdings, Inc. reported strong second-quarter fiscal 2026 results, highlighted by record net new annual recurring revenue (ARR), solid subscription momentum, and robust cash generation. The company underscored its leadership in cybersecurity consolidation, rapid adoption of its Falcon platform, and strategic AI-driven product innovation. “With reacceleration a quarter ahead of our expectations, CrowdStrike delivered…

Overview NVIDIA delivered record results in the second quarter of fiscal 2026, with revenue surging 56% year-over-year to $46.7bn. Growth was powered by its Data Center business, fueled by extraordinary demand for Blackwell GPUs and AI infrastructure. Despite regulatory headwinds and the absence of H20 shipments to China, NVIDIA expanded margins, achieved record operating income,…

Overview HP Inc. reported solid third quarter fiscal 2025 results, marking its fifth consecutive quarter of revenue growth. Performance was led by strength in Personal Systems and momentum across key growth initiatives, while Printing declined year-over-year. Despite margin pressures, GAAP earnings improved, supported by disciplined cost management and cash generation. Management reaffirmed confidence in secular…

Overview Zoom Communications, Inc. reported a solid second quarter of fiscal 2026, highlighted by its strongest year-over-year revenue growth in nearly three years, improved profitability, and expanding customer adoption of enterprise and AI-powered solutions. CEO Eric Yuan emphasized Zoom’s position as an AI-first open work platform, enabling productivity, cost savings, and enhanced customer and employee…

Overview Workday, Inc., the AI-driven platform for managing people, money, and agents, delivered another strong quarter with double-digit revenue growth and substantial operating margin expansion. The company highlighted momentum in subscription revenues, record backlog, and continued adoption of its AI innovations, while strategically expanding its ecosystem through acquisitions and partnerships. “Workday delivered another solid quarter,…

Overview Intuit Inc., the global financial technology platform behind TurboTax, Credit Karma, QuickBooks, and Mailchimp, reported robust Q4 and full-year fiscal 2025 results. Growth was broad-based across the Global Business Solutions Group, Consumer, and Credit Karma, powered by adoption of AI-driven offerings and deeper platform integration. The company also announced a restructuring of its segment…

Overview Walmart Inc. delivered solid revenue growth in the second quarter of fiscal 2026, driven by continued momentum in its omnichannel strategy, robust eCommerce expansion, and growth in advertising and membership income. While operating income declined due to higher legal and restructuring costs as well as elevated self-insurance expenses, adjusted results showed resilience. CEO Doug…

Overview Target Corporation reported second quarter 2025 earnings marked by improved traffic and sales momentum compared to the first quarter, with strength in digital channels and non-merchandise sales. However, operating income and net earnings declined year-over-year due to margin pressures and softer in-store sales. The company also announced that Michael Fiddelke has been appointed as…

Overview Analog Devices, a global leader in high-performance analog, mixed‑signal, and digital signal processing technologies, posted robust Q3 FY2025 results, powered by double-digit growth across all end markets. Despite geopolitical headwinds, demand remains solid, particularly in the industrial, communications, and automotive sectors, underscoring the strength of ADI’s innovation-driven and diversified business model. CEO and Chair…