Overview Broadcom delivered another record-breaking quarter in Q2 FY2025, fueled by surging demand for AI-enabling semiconductor solutions and strong contributions from its VMware acquisition. The company’s continued execution across both its Semiconductor and Infrastructure software segments drove robust top- and bottom-line growth, positioning Broadcom as a leading beneficiary of the global AI infrastructure buildout. CEO…

Overview CrowdStrike opened fiscal year 2026 with strong momentum, delivering double-digit revenue and ARR growth in Q1, underpinned by increasing customer demand for its AI-native Falcon platform. CEO George Kurtz commented: “We started the fiscal year with record Q1 large deal and MSSP momentum alongside sustained 97% gross retention and consistently strong net retention as…

Overview Costco reported its financial results for the third quarter of fiscal year 2025, showcasing continued strength in sales and profitability despite a challenging macroeconomic environment. The company benefited from robust consumer demand, a growing member base, and efficient cost controls, which together contributed to solid top- and bottom-line growth. Notably, e-commerce momentum and global…

Overview Salesforce opened FY2026 with a solid performance in Q1, reporting steady revenue growth and strong margin improvement driven by disciplined cost management, innovation in AI, and continued demand for its integrated CRM platform. CEO Marc Benioff commented: “We delivered strong Q1 results and are raising our guidance by $400 million to $41.3 billion at…

Overview NVIDIA opened its new fiscal year with a strong Q1 FY2026, reporting record quarterly revenue of $44.1bn, up 69% year-over-year and 12% sequentially, driven by unrelenting demand for its AI infrastructure. Despite a significant one-time charge linked to U.S. export restrictions for its H20 chips in China, the company continues to dominate the AI…

Overview Intuit delivered strong third-quarter results, supported by a highly successful tax season and robust growth across its core platforms, including QuickBooks and Credit Karma. The company’s AI-powered product suite continues to gain traction with consumers and small businesses alike. CEO Sasan Goodarzi commented: “We have exceptional momentum with outstanding performance across our platform. We’re…

Overview The Home Depot began fiscal 2025 with stable top-line growth and profitability in line with expectations, supported by resilient consumer demand for smaller projects and seasonal categories. CEO Ted Decker stated: “Our first quarter results were in line with our expectations as we saw continued customer engagement across smaller projects and in our spring…

Overview Alibaba closed its fiscal year with a solid fourth quarter, marked by accelerating cloud growth, improved profitability, and strong operational execution across its core businesses. The results reflect the continued effectiveness of the company’s “user first, AI-driven” strategy, with fiscal year-end metrics showing significant year-over-year gains in operating income, adjusted EBITA, and net income….

Overview Walmart began the fiscal year with steady growth and expanding profitability, driven by strong performance in U.S. grocery, health & wellness, and a continued surge in global eCommerce and advertising. CEO Doug McMillon noted: “We delivered a solid first quarter in a dynamic operating environment. We’re serving customers and members in more ways, which…

Overview AppLovin delivered a standout first quarter in 2025, driven by exceptional growth in its Advertising business and record profitability. With a major strategic shift underway via the announced sale of its Apps business, the company is reinforcing its focus on high-margin ad tech and AI-powered marketing. Q1 2025 vs. Q1 2024: For Q2 2025,…

Overview Shopify delivered a robust start to 2025, with strong top-line growth and continued profitability at scale. CEO Harley Finkelstein emphasized: “Our Q1 results confirm two clear facts. First, we are delivering both growth and profitability at scale. Second, businesses perform better on Shopify, regardless of market conditions. We built Shopify for times like these….

Overview Novo Nordisk delivered strong Q1 2025 results with double-digit revenue and profit growth, led by soaring demand in obesity care. However, the company revised its full-year outlook due to lower-than-expected branded GLP-1 penetration in the U.S., impacted by compounded alternatives. CEO Lars Fruergaard Jørgensen remarked: “We are actively focused on preventing unlawful and unsafe…