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Earnings Season: Analysis of Quarterly Results From Top Companies




Getty Images; Alyssa Powell/BI

Each quarter, corporate America opens its books, and the numbers tell the story. Earnings reveal which companies are thriving, which are struggling, and where the economy is headed next.

Business Insider’s “Spotlight: Earnings Season” is your go-to destination for the latest analysis from the top market movers, such as Meta, Tesla, Apple, Amazon, Uber, DoorDash, Palantir, and more.

From Big Tech and Wall Street to consumer giants and gig-economy disruptors, we break down the surprises, trends, and signals that move markets.

Stay tuned here for the latest reports, charts, and key takeaways behind quarterly earnings.


The CoreWeave company name and logo are displayed on digital billboards in Times Square

AI darling CoreWeave drops 10% after data-center delay leads to weak full-year guidance

One of DoorDash's Dot robots, which features a red exterior, cameras and other sensors in front of and above it, four wheels, as well as two eye-like lights in the front, sits in a conference room at a company office.

Uber, Lyft, and DoorDash say self-driving tech is the future — and they’ll need to spend big to make it happen

A large sculpture of a red DoorDash delivery bag sits on a sidewalk in Los Angeles as people walk by.

DoorDash’s plans to spend big on tech upgrades and delivery robots in 2026 are spooking Wall Street

Steve Hasker points with his finger on a stage.

Thomson Reuters wants to be the AI platform for lawyers. Can it pass the ChatGPT test?

Uber CEO Dara Khosrowshahi

Uber is offering AI gigs for PhDs as it becomes a ‘platform for work,’ CEO Dara Khosrowshahi says

A Wall Street traders on the floor of the New York Stock Exchange.

Morgan Stanley says 2 stats from earnings season paint a bullish picture for stocks next year

Alex Karp

Palantir CEO Alex Karp calls his company the first to be ‘completely anti-woke’

Warren Buffett

Warren Buffett’s Berkshire Hathaway cashed in another $6 billion worth of stocks in his penultimate quarter as CEO

Apple CEO Tim Cook holding an iPhone

Apple earnings recap: Stock rises 5% on earnings beat but China revenue declines

Amazon logo on the side of an building.

Amazon Q3 earnings recap: 20% AWS cloud sales growth and earnings beat drive stock surge

Mark Zuckerberg is pictured.

‘Compute’ 22, ‘metaverse’ 0: The words Meta execs did and didn’t say on its earnings call

A Chipotle Mexican Grill restaurant.

Slop bowl stocks are tanking after Chipotle’s outlook warning spurs worst day in 13 years

Amazon CEO Andy Jassy

The big question looming over Amazon’s earnings

Mark Zuckerberg and a smart phone with Meta's logo

Investors are growing skeptical of colossal AI-spending plans by tech giants like Meta and Microsoft

Meta CEO Mark Zuckerberg delivers a speech during the Meta Connect event in Menlo Park

5 of the biggest takeaways from Meta’s Q3 earnings call

Meta CEO Mark Zuckerberg

Mark Zuckerberg fielded lots of investor questions about where the billions Meta is spending on AI is going

A sign promoting Starbucks' protein cold foam stands outside one of the chain's locations at Atlanta's airport.

Starbucks’ turnaround effort is making gains thanks to protein

Mark Zuckerberg.

Meta earnings recap: Stock tumbles 9% after big tax charge and plans to spend even more on AI

ServiceNow CEO Bill McDermott

ServiceNow CEO says AI is reorienting the global economy

The Amazon logo on the side of a building with a tree in the foreground.

Amazon earnings preview: Wall Street zeroes in on AWS and AI investments ahead of Q3 report

UPS Storefront

UPS CEO Carol Tomé says your package might be held up because you filled out the customs declaration wrong

A UPS worker handles boxes at the back of a brown UPS truck on a street.

UPS cut more jobs than expected this year, shrinking its operational workforce by 34,000 with layoffs and buyouts

PwC Logo

PwC’s growth stutters as it cuts head count and falls behind its Big Four rivals

AWS

Big Tech earnings are almost here. These are the biggest storylines worth watching.

Tesla logo is seen on a screen, while an image of Tesla CEO Elon Musk is displayed on a mobile phone in Ankara, Turkiye

Tesla earnings showed the company needs Elon Musk’s full attention as it pivots to AI

Elon Muks in front of a Cybertruck

5 big takeaways from Tesla’s Q3 earnings call — including fiery words from Musk over $1 trillion pay package

The Tesla humanoid robot Optimus

Tesla earnings recap: Musk talks up future products after stock falls on profit miss

A Tesla Cybercab with its doors open

Tesla Q3 preview: All eyes are on robotaxis and AI updates as investors head toward earnings

A Costa Coffee sign above one of the chain's cafes

Coca-Cola’s CEO explains why its $5 billion bet on a coffee chain hasn’t worked out as planned

TSMC logo

The stock market just got its first signal from earnings that the AI trade is still booming

EY office

Big Four giant EY is all in on AI — and it’s paying off

A group of men in suits walking through downtown Manhattan

Wall Street banks’ blockbuster quarter gives dealmakers hope for a ‘golden age’ of investment banking

Wall Street

As the government shutdown drags on, company earnings may give a clue about how the economy is faring

People walking outside the JPMorgan headquarters in Manhattan.

Banks are thermometers for the economy. Here are 3 things to watch when they report earnings.

NYSE trader with market screens in the background

Goldman says these 20 overlooked stocks are poised to spike this coming earnings season

Nike store swoosh logo

Nike’s CEO breaks down where its comeback plan is taking root — and where it still has work to do

A group of men in suits walking through downtown Manhattan

How Trump’s quarterly earnings shake-up could disrupt the white-collar ecosystem

Donald Trump standing

Here’s what market pros think about Trump’s idea to end quarterly reporting for companies

A robot appears on stage as Nvidia CEO Jensen Huang delivers a keynote address during the Nvidia GTC Artificial Intelligence Conference at SAP Center on March 18, 2024 in San Jose, California.

Everybody’s talking about AI, but Goldman Sachs says it’s still not showing up in companies’ bottom lines

man walking in front of Macy's store signs

Macy’s says more than half its customers have a household income of $100,000, and that’s helping its turnaround





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