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
Cadence Design Systems FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Cadence Design Systems reported $5.3B in revenue and $1.5B 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 · TERTeradyne FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Teradyne reported $3.2B in revenue and $650M 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 · RPDRapid7 FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Rapid7 reported $860M in revenue and $12M 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 · PAYCPaycom Software FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Paycom Software reported $2.1B in revenue and $453M 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 · APPAppLovin FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
AppLovin reported $5.5B in revenue and $4.2B 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 · WKWorkiva FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Workiva reported $885M in revenue and -$42M 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 · AMPLAmplitude FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Amplitude reported $343M in revenue and -$85M 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 · OLEDUniversal Display FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Universal Display reported $651M in revenue and $249M 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 · MSTRStrategy FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Strategy reported $477M in revenue and -$5.4B 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 · APPNAppian FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Appian reported $727M in revenue and $1M 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 · TOSTToast FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Toast reported $6.2B in revenue and $292M 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 · DDOGDatadog FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Datadog reported $3.4B in revenue and -$44M 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 · TYLTyler Technologies FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Tyler Technologies reported $2.3B in revenue and $358M 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 · RMBSRambus FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Rambus reported $708M in revenue and $260M 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 · BLKBBlackbaud FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Blackbaud reported $1.1B in revenue and $191M 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 · PLTRPalantir Technologies FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Palantir Technologies reported $4.5B 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 · ANETArista Networks FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Arista Networks reported $9B in revenue and $3.9B 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 · LDOSLeidos FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
Leidos reported $17.2B 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 →FY2025 · COHUCohu FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Cohu reported $453M in revenue and -$70M 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 · FROGJFrog FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
JFrog reported $532M in revenue and -$92M 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 · LSCCLattice Semiconductor FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
Lattice Semiconductor reported $523M in revenue and $11M 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 · MSIMotorola Solutions FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Motorola Solutions reported $11.7B in revenue and $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 · GLWCorning FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Corning reported $15.6B in revenue and $2.3B 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 · HUBSHubSpot FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
HubSpot reported $3.1B in revenue and $7M in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
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