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
SS&C Technologies FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
SS&C Technologies reported $6.3B in revenue and $1.4B 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 · EPAMEPAM Systems FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
EPAM Systems reported $5.5B in revenue and $520M 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 · BLBlackLine FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
BlackLine reported $700M in revenue and $26M 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 · ACLSAxcelis Technologies FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Axcelis Technologies reported $839M in revenue and $119M 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 · FTNTFortinet FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Fortinet reported $6.8B in revenue and $2.1B 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 · GDDYGoDaddy FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
GoDaddy reported $5B in revenue and $1.1B 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 · VECOVeeco Instruments FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Veeco Instruments reported $664M in revenue and $36M 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 · IBMIBM FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
IBM reported $67.5B 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 · ROPRoper Technologies FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Roper Technologies reported $7.9B in revenue and $2.2B 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 · PCORProcore Technologies FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Procore Technologies reported $1.3B in revenue and -$124M 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 · DOCNDigitalOcean FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
DigitalOcean reported $901M in revenue and $157M 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 · TWLOTwilio FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Twilio reported $5.1B in revenue and $158M 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 · CTSCTS Corporation FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
CTS Corporation reported $541M in revenue and $83M 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 · MKSIMKS Instruments FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
MKS Instruments reported $3.9B in revenue and $528M 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 · NOVTNovanta FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Novanta reported $981M in revenue and $94M 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 · IPGPIPG Photonics FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
IPG Photonics reported $1B in revenue and $13M 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 · UCTTUltra Clean Holdings FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Ultra Clean Holdings reported $2.1B in revenue and -$107M 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 · CDWCDW FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
CDW reported $22.4B in revenue and $1.7B 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 · AKAMAkamai Technologies FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Akamai Technologies reported $4.2B in revenue and $567M 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 · FIVNFive9 FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Five9 reported $1.1B in revenue and $29M 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 · DBXDropbox FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Dropbox reported $2.5B in revenue and $689M 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 · QLYSQualys FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Qualys reported $669M in revenue and $222M 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 · AMKRAmkor Technology FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Amkor Technology reported $6.7B in revenue and $467M 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 · FORMFormFactor FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
FormFactor reported $785M in revenue and $57M 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 →
