Read the story behind the quarter.
Income statement, balance sheet, and cash flow—connected to the customer situation, marketing choices, operating indicators, and real competitive alternatives.
Five reports to start with
Paychex FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
Paychex reported $6.5B in revenue and $2.5B in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · AMZNAmazon FY2025 Earnings: How Prime, fulfillment, advertising, and AWS shaped growth and margin
Amazon reported $716.9B in revenue and $80B in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · GOOGLAlphabet FY2025 Earnings: How Search, YouTube, Cloud, and AI shaped growth and margin
Alphabet reported $403B in revenue and $130B in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · MSFTMicrosoft FY2025 Earnings: How Azure, Microsoft 365, security, and AI shaped growth and margin
Microsoft reported $281.7B in revenue and $128.5B in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · METAMeta Platforms FY2025 Earnings: How recommendation, creators, messaging, and advertising shaped growth and margin
Meta Platforms reported $190B in revenue and $80B in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →160 earnings analyses
Primary sources · US GAAP · USD millions
Paychex FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
Paychex reported $6.5B in revenue and $2.5B in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · AMZNAmazon FY2025 Earnings: How Prime, fulfillment, advertising, and AWS shaped growth and margin
Amazon reported $716.9B in revenue and $80B in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2026 · CRMSalesforce FY2026 Earnings: How the customer platform, Data Cloud, and AI agents shaped growth and margin
Salesforce reported $41.5B in revenue and $8.3B in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · ACNAccenture FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Accenture reported $69.7B in revenue and $10.3B in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · NFLXNetflix FY2025 Earnings: How content, recommendation, pricing, and advertising shaped growth and margin
Netflix reported $45.1B in revenue and $13.5B in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · GOOGLAlphabet FY2025 Earnings: How Search, YouTube, Cloud, and AI shaped growth and margin
Alphabet reported $403B in revenue and $130B in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · METAMeta Platforms FY2025 Earnings: How recommendation, creators, messaging, and advertising shaped growth and margin
Meta Platforms reported $190B in revenue and $80B in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · MSFTMicrosoft FY2025 Earnings: How Azure, Microsoft 365, security, and AI shaped growth and margin
Microsoft reported $281.7B in revenue and $128.5B in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2026 · ORCLOracle FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
Oracle reported $67.4B in revenue and $20.6B in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2026 · CRDOCredo Technology Group FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
Credo Technology Group reported $1.3B in revenue and $445M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →2026?11?? ?2??? · ADBEAdobe 2026?11?? ?2??? Earnings: How turning product usage, data, and distribution shaped growth and margin
Adobe reported $23.8B in revenue and $8.6B in operating profit for 2026?11?? ?2???. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2026 · ESTCElastic FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
Elastic reported $1.7B in revenue and -$33M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2026 · NTAPNetApp FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
NetApp reported $6.9B in revenue and $1.7B in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2026 · MCHPMicrochip Technology FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
Microchip Technology reported $4.7B in revenue and $490M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2026 · GENGen Digital FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
Gen Digital reported $5B in revenue and $2.1B in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2026 · CRUSCirrus Logic FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
Cirrus Logic reported $2B in revenue and $460M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2026 · ALGMAllegro MicroSystems FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
Allegro MicroSystems reported $890M in revenue and $18M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →2027?1?? ?1??? · NVDANVIDIA 2027?1?? ?1??? Earnings: How accelerated computing and the CUDA ecosystem shaped growth and margin
NVIDIA reported $208.7B in revenue and $130.4B in operating profit for 2027?1?? ?1???. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2026 · DTDynatrace FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
Dynatrace reported $2B in revenue and $245M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2026 · FLEXFlex FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
Flex reported $27.9B in revenue and $880M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2026 · QRVOQorvo FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
Qorvo reported $3.7B in revenue and $411M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →2026?9?? ?2??? · DISThe Walt Disney Company 2026?9?? ?2??? Earnings: How turning product usage, data, and distribution shaped growth and margin
The Walt Disney Company reported $94.4B in revenue and $10.4B in operating profit for 2026?9?? ?2???. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →2026?9?? ?2??? · AAPLApple 2026?9?? ?2??? Earnings: How the installed base and services shaped growth and margin
Apple reported $416.2B in revenue and $133.1B in operating profit for 2026?9?? ?2???. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2026 · NCNOnCino FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
nCino reported $595M in revenue and $4M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
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