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
Fair Isaac FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Fair Isaac reported $2B in revenue and $925M 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 · SWKSSkyworks Solutions FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Skyworks Solutions reported $4.1B in revenue and $500M 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 · JBLJabil FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Jabil reported $29.8B in revenue and $1.2B 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 · ZSZscaler FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Zscaler reported $2.7B in revenue and -$128M 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 · GWREGuidewire Software FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Guidewire Software reported $1.2B in revenue and $41M 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 · INTUIntuit FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Intuit reported $18.8B in revenue and $4.9B 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 · CSCOCisco Systems FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Cisco Systems reported $56.7B in revenue and $11.8B 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 · PANWPalo Alto Networks FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Palo Alto Networks reported $9.2B in revenue and $1.2B 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 · BILLBILL Holdings FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
BILL Holdings reported $1.5B in revenue and -$81M 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 · WOLFWolfspeed FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Wolfspeed reported $758M in revenue and -$1.3B 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 · UIUbiquiti FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Ubiquiti reported $2.6B in revenue and $836M 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 · FNFabrinet FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Fabrinet reported $3.4B in revenue and $324M 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 · COHRCoherent FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Coherent reported $5.8B in revenue and $30M 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 · WDCWestern Digital FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Western Digital reported $9.5B 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 · KLACKLA FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
KLA reported $12.2B in revenue and $4.1B 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 · CACICACI International FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
CACI International reported $8.6B in revenue and $764M 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 · ADPAutomatic Data Processing FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Automatic Data Processing reported $20.6B in revenue and $4.1B 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 · PCTYPaylocity FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Paylocity reported $1.6B in revenue and $304M 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 · STXSeagate Technology FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Seagate Technology reported $9.1B in revenue and $1.9B 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 →FY25 · CRMSalesforce FY25 Earnings: How the customer platform, Data Cloud, and AI agents shaped growth and margin
Salesforce reported $37.9B in revenue and $7.2B in operating profit for FY25. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY24 · AMZNAmazon FY24 Earnings: How Prime, fulfillment, advertising, and AWS shaped growth and margin
Amazon reported $638B in revenue and $68.6B in operating profit for FY24. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY24 · NFLXNetflix FY24 Earnings: How content, recommendation, pricing, and advertising shaped growth and margin
Netflix reported $39B in revenue and $10.4B in operating profit for FY24. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY24 · GOOGLAlphabet FY24 Earnings: How Search, YouTube, Cloud, and AI shaped growth and margin
Alphabet reported $350B in revenue and $112.4B in operating profit for FY24. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY24 · METAMeta Platforms FY24 Earnings: How recommendation, creators, messaging, and advertising shaped growth and margin
Meta Platforms reported $164.5B in revenue and $69.4B in operating profit for FY24. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
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