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
Amphenol FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Amphenol reported $23.1B in revenue and $5.9B 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 →FY2025 · QTWOQ2 Holdings FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Q2 Holdings reported $795M in revenue and $40M 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 · ENTGEntegris FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Entegris reported $3.2B in revenue and $456M 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 · SITMSiTime FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
SiTime reported $327M in revenue and -$67M 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 · DIODDiodes Incorporated FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Diodes Incorporated reported $1.5B in revenue and $35M 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 · PEGAPegasystems FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Pegasystems reported $1.7B in revenue and $263M 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 · POWIPower Integrations FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Power Integrations reported $444M in revenue and $10M 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 · APPFAppFolio FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
AppFolio reported $951M in revenue and $153M 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 · VRSNVeriSign FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
VeriSign reported $1.7B 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 · MANHManhattan Associates FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Manhattan Associates reported $1.1B in revenue and $280M 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 · VRNSVaronis Systems FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Varonis Systems reported $624M in revenue and -$147M 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 · NOWServiceNow FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
ServiceNow reported $13.3B in revenue and $1.8B 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 · PRGSProgress Software FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Progress Software reported $978M in revenue and $153M 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 · SNPSSynopsys FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Synopsys reported $7.1B in revenue and $915M 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 · HPEHewlett Packard Enterprise FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Hewlett Packard Enterprise reported $34.3B in revenue and -$437M 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 · KEYSKeysight Technologies FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Keysight Technologies reported $5.4B in revenue and $876M 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 · CIENCiena FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Ciena reported $4.8B in revenue and $198M 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 · HPQHP Inc. FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
HP Inc. reported $55.3B in revenue and $3.2B 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 · ADIAnalog Devices FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Analog Devices reported $11B in revenue and $2.9B 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 →FY2025 · FFIVF5 FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
F5 reported $3.1B in revenue and $766M 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 · PTCPTC FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
PTC reported $2.7B in revenue and $982M 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 · PLXSPlexus FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Plexus reported $4B in revenue and $202M 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 · SANMSanmina FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Sanmina reported $8.1B in revenue and $355M 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 · TELTE Connectivity FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
TE Connectivity reported $17.3B in revenue and $3.2B 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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