Market Pulse · Costs & Margins
Gross margin
Every S&P 500 company that raised Gross margin in its filings, earnings calls, press releases or news coverage over the last 7 days — grouped by the canonical driver, so the same subject lines up across companies whatever each called it.
7 companies · 9 events · 1 negative · 1 unclear · 5 no estimate (counted in companies, so the parts add up)
Companies raising Gross margin
- MU — Gross Margin DriversImportance 69 · Surprise 64MICRON TECHNOLOGY INC · 8-K · 2026-10-01 · 3 eventsGAAP gross margin was $47.047 billion, or 86.8% of revenue, in fiscal Q4 2026, compared with 84.6% in the prior quarter and 44.7% in the prior-year quarter. Fiscal 2026 GAAP gross margin was $107.504 billion, or 80.7%…
- AVGO — Gross Margin DriversImportance 45 · Surprise 64Broadcom Inc. · News · 2026-10-01Broadcom’s gross margin contracted in third-quarter fiscal 2026 as the company’s revenue mix became more hardware-heavy. The mix shift was associated with a sharp increase in AI semiconductor revenue, which rose 221%…
- NKE — Gross Margin DriversImportance 42 · Surprise 14NIKE, Inc. · 8-K · 2026-10-01Gross margin expanded 60 basis points year over year to 42.8% from 42.2%. Gross profit was $4.798 billion, down 3% from $4.943 billion because revenue declined 4%. The margin improvement was primarily driven by lower…
- NVDA — Gross Margin DriversImportance 32 · Surprise 24NVIDIA CORP · News · 2026-09-30NVIDIA’s GAAP gross margin was reported at 75% in fiscal second quarter. Third-party reporting expects a temporary margin decline before stabilization at approximately 72%–73% in fiscal 2028. The cited drivers include…
- QCOM — Gross Margin DriversImportance 26 · Surprise 24QUALCOMM INC/DE · News · 2026-09-30Qualcomm’s operating margin declined to 23.3%, described as a five-year low. Rising memory costs are prompting Qualcomm to raise prices, indicating input-cost pressure on chip profitability. The margin deterioration is…
- CSCO — Gross Margin DriversImportance 20 · Surprise 24CISCO SYSTEMS, INC. · News · 2026-09-30Cisco’s Q4 FY2026 non-GAAP gross margin declined despite revenue reaching USD 17.252 billion. Hyperscaler AI infrastructure orders were a significant source of quarterly growth. Operating margin expanded during the…
- AAPL — Memory Cost / Margin PressureImportance 17 · Surprise 24Apple Inc. · News · 2026-10-01Morgan Stanley expects higher memory costs to offset part of the revenue benefit from Apple's fall iPhone and Mac product cycle. The firm also expects lower iPhone average selling prices, creating additional pressure…