Market Pulse · Revenue & Demand

Revenue growth & mix

Every S&P 500 company that raised Revenue growth & mix 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.

80 companies · 164 events · 6 positive · 3 negative · 1 unclear · 70 no estimate (counted in companies, so the parts add up)

Companies raising Revenue growth & mix

• NFLX — Advertising Revenue ExpansionImportance 89 · Surprise 82
  NETFLIX INC · News · 2026-08-17 · 4 events
  Netflix advertising revenue is projected to double to approximately $3 billion. The advertising outlook was cited alongside 13.4% second-quarter year-over-year revenue growth as support for renewed investor confidence.…
• NVDA — Revenue Performance and MixImportance 85 · Surprise 64
  NVIDIA CORP · News · 2026-08-17 · 2 events
  NVIDIA reported fiscal first-quarter revenue of $81.6 billion, described as a record result. Data Center revenue was $75.2 billion, representing approximately 92% of total quarterly revenue. Reported sales were up 85%…
• PLTR — Revenue Performance and MixImportance 78 · Surprise 64
  Palantir Technologies Inc. · News · 2026-08-17 · 2 events
  Palantir’s Q2 revenue grew 93% year over year, according to third-party reporting. U.S. commercial revenue increased 149% year over year, while government revenue rose 90%. The growth indicates a substantial mix…
• MSFT — Revenue Performance and MixImportance 76 · Surprise 56
  MICROSOFT CORP · News · 2026-08-16 · 3 events
  Microsoft’s FY2026 revenue growth accelerated to 18%, according to Seeking Alpha. Azure revenue exceeded $100 billion and grew 41% year over year. Commercial backlog reached $678 billion, indicating substantial…
• AMGN — Revenue Performance and MixImportance 75 · Surprise 60
  AMGEN INC · News · 2026-08-17 · 2 events
  Amgen reported second-quarter 2026 revenue of $10.05 billion. Adjusted EPS increased to $6.29 for the quarter. Amgen raised its full-year 2026 revenue guidance to $38.2 billion-$39.4 billion. The company’s positive…
• AMAT — Revenue Performance and MixImportance 75 · Surprise 48
  APPLIED MATERIALS INC /DE · News · 2026-08-17 · 3 events
  Applied Materials reported $9.12 billion of record third-quarter revenue, including a $1.813 billion year-over-year increase. Foundry-logic contributed approximately 48% of the year-over-year revenue growth, while DRAM…
• AVGO — Revenue Performance and MixImportance 70 · Surprise 56
  Broadcom Inc. · News · 2026-08-17
  Broadcom reported Q2 revenue of $22.19 billion, up 48% year over year. Quarterly AI revenue reached $10.8 billion, indicating that AI represented approximately 49% of total revenue. Semiconductor Solutions was…
• AMD — Revenue Performance and MixImportance 69 · Surprise 64
  ADVANCED MICRO DEVICES INC · News · 2026-08-17 · 2 events
  AMD reported second-quarter revenue of $11.54 billion, representing 50.1% year-over-year growth. Second-quarter earnings were $1.66 per share and exceeded analyst expectations. The reported growth was attributed to…
• MU — Revenue Performance and MixImportance 69 · Surprise 64
  MICRON TECHNOLOGY INC · News · 2026-08-16
  Micron’s fiscal third-quarter revenue was $41.5 billion, compared with $9.3 billion a year earlier. The increase was approximately 346% year over year, substantially exceeding the materiality threshold. The report did…
• GOOGL — Revenue Performance and MixImportance 65 · Surprise 48
  Alphabet Inc. · News · 2026-08-17 · 3 events
  Alphabet’s Q2 revenue increased 24% year over year to $119.8 billion. Google Cloud revenue grew 82% year over year, materially outpacing consolidated revenue growth. Cloud backlog exceeded $514 billion, with…
• BX — Revenue Performance and MixImportance 65 · Surprise 48
  Blackstone Inc. · News · 2026-08-17
  Blackstone reported quarterly revenue of $5.04 billion and earnings per share of $1.52, exceeding analyst estimates. Fee-related earnings per share increased 20% year over year, supported by double-digit gains across…
• ANET — Revenue Performance and MixImportance 64 · Surprise 56
  Arista Networks, Inc. · News · 2026-08-17 · 3 events
  Arista Networks reported quarterly revenue of $3.04 billion, representing 37.7% year-over-year growth and its first quarter above $3 billion. Quarterly EPS was $1.02, exceeding analyst expectations alongside the…
• COP — Revenue Performance and MixImportance 64 · Surprise 56
  CONOCOPHILLIPS · News · 2026-08-16
  ConocoPhillips reported Q2 2026 revenue of $19.52 billion, up 32.4% year over year. Revenue growth was driven by record Permian production. Q2 EPS was $3.24, exceeding analyst estimates.
• CVX — Revenue Performance and MixImportance 62 · Surprise 46
  CHEVRON CORP · News · 2026-08-17
  Chevron's reported revenue increased 57.4% year over year in the latest quarterly results. The company reported adjusted earnings of $6.06 per share for the quarter. The quarterly earnings result exceeded analyst…
• CSCO — Revenue Performance and MixImportance 60 · Surprise 40
  CISCO SYSTEMS, INC. · News · 2026-08-17 · 3 events
  Cisco reported fourth-quarter revenue of $17.25 billion, up approximately 17.6% to 18% year over year. Product orders increased 35% year over year, indicating stronger demand for Cisco’s networking and infrastructure…
• COST — Comparable Sales GrowthImportance 60 · Surprise 40
  COSTCO WHOLESALE CORP /NEW · News · 2026-08-17 · 4 events
  Costco’s July net sales increased 10.7% year over year to $23.12 billion. Global comparable sales grew 8.9%, led by a 10.3% increase in the U.S. Costco is continuing a warehouse expansion strategy targeting more than…
• INTC — Revenue Performance and MixImportance 59 · Surprise 48
  INTEL CORP · News · 2026-08-17 · 2 events
  Intel reported second-quarter revenue up 25.2% year over year. The reported growth exceeds the 10% materiality threshold for inclusion. The available report does not provide segment revenue amounts or geographic mix…
• GOOG — Revenue Performance and MixImportance 59 · Surprise 48
  Alphabet Inc. · News · 2026-08-17
  Alphabet reported Q2 revenue of $119.8 billion, representing 24% year-over-year growth. Google Cloud revenue increased 82% year over year, making Cloud a major contributor to consolidated growth. Google Cloud’s…
• PANW — Revenue Performance and MixImportance 57 · Surprise 38
  Palo Alto Networks Inc · News · 2026-08-17
  Palo Alto Networks reported quarterly revenue of approximately $3 billion, representing 31.1% year-over-year growth. Quarterly EPS was $0.85, exceeding analyst expectations. The reported results indicate continued…
• BLK — Quarterly Results and DividendImportance 57 · Surprise 38
  BlackRock, Inc. · News · 2026-08-17 · 2 events
  BlackRock exceeded quarterly earnings and revenue expectations, with reported revenue of $7.08 billion, up 30.6% year over year. Reported quarterly EPS was $13.91. The company declared a quarterly dividend of $5.73 per…
• ADI — Revenue Performance and MixImportance 56 · Surprise 38
  ANALOG DEVICES INC · News · 2026-08-16
  Analog Devices recently reported quarterly earnings that exceeded expectations. Revenue increased 37.2% year over year, exceeding the materiality threshold for mandatory inclusion. The report did not provide…
• VRTX — Revenue Performance and MixImportance 54 · Surprise 40
  VERTEX PHARMACEUTICALS INC / MA · News · 2026-08-17 · 4 events
  Vertex’s cystic fibrosis franchise generated approximately $3.21 billion in Q2 2026 revenue. Franchise revenue increased 10% sequentially and 10.6% year over year. The cystic fibrosis franchise therefore remained the…
• RTX — Revenue Performance and MixImportance 54 · Surprise 40
  RTX Corp · News · 2026-08-17 · 4 events
  RTX reported second-quarter 2026 revenue of $24.71 billion, up 14.5% year over year. The quarterly revenue result exceeded analyst estimates and accompanied reported EPS of $1.89. The digest attributes performance to…
• KLAC — Revenue Performance and MixImportance 54 · Surprise 40
  KLA CORP · News · 2026-08-17 · 3 events
  KLA revenue was reported as up 15.2% year over year, exceeding the 10% materiality threshold. The company was described as having achieved record revenue, although the digest does not provide the reporting period or…
• INTU — Revenue Performance and MixImportance 54 · Surprise 40
  INTUIT INC. · News · 2026-08-17 · 3 events
  Intuit reported quarterly revenue growth of 10.4% year over year. Adjusted earnings exceeded analyst expectations for the quarter. Third-party coverage attributed investor concern to AI-driven tax competition and…
• LMT — Quarterly Results and DividendImportance 53 · Surprise 6
  LOCKHEED MARTIN CORP · News · 2026-08-17 · 3 events
  Lockheed Martin reported quarterly revenue of approximately $20.06 billion and earnings per share of $7.94, exceeding analyst expectations. The company reaffirmed its fiscal 2026 EPS guidance. Lockheed Martin declared…
• META — Revenue Performance and MixImportance 53 · Surprise 48
  Meta Platforms, Inc. · News · 2026-08-14
  Meta reportedly delivered 28% year-over-year revenue growth in its second quarter of 2026. WhatsApp generated more than $1 billion during the quarter, indicating increasing contribution from non-core-Facebook…
• ORCL — Revenue Performance and MixImportance 52 · Surprise 30
  ORACLE CORP · News · 2026-08-17 · 2 events
  Oracle reported quarterly revenue of $19.18 billion, up 20.6% year over year. Quarterly EPS was $2.11, exceeding consensus expectations. The reported results were attributed to continued expansion in Oracle’s cloud and…
• CAT — Revenue Performance and MixImportance 52 · Surprise 30
  CATERPILLAR INC · News · 2026-08-16 · 2 events
  Caterpillar reported quarterly revenue of $20.54 billion, up 23.7% year over year. Quarterly EPS was $8.17, exceeding analyst estimates. The reported revenue growth was cited alongside strong quarterly results across…
• ISRG — Revenue Performance and MixImportance 49 · Surprise 22
  INTUITIVE SURGICAL INC · News · 2026-08-17 · 3 events
  Intuitive Surgical reported quarterly revenue of $2.89 billion, up 18.4% year over year. Quarterly EPS was $2.80, and results exceeded analyst estimates. The reported revenue growth exceeds the 10% materiality…
• WM — Revenue Performance and MixImportance 49 · Surprise 32
  WASTE MANAGEMENT INC · News · 2026-08-16 · 2 events
  Waste Management reported second-quarter 2026 revenue of $6.68 billion, up 4% year over year. Quarterly revenue slightly missed analyst estimates despite the reported increase. The company lowered its 2026 revenue…
• NEE — Revenue Performance and MixImportance 49 · Surprise 22
  NEXTERA ENERGY INC · News · 2026-08-16 · 3 events
  NextEra Energy reported a 12.4% year-over-year increase in second-quarter revenue. Second-quarter earnings surpassed analysts’ EPS estimates, with reported EPS of $1.15 per share. The digest did not provide…
• MDT — Revenue Performance and MixImportance 48 · Surprise 40
  Medtronic plc · News · 2026-08-17 · 3 events
  Medtronic reported FY26 revenue of $36.4 billion, an 8.4% reported increase from FY25. Organic revenue growth was 5.8%, marking the company’s strongest top-line performance in a decade. The digest did not provide…
• GILD — Revenue Performance and MixImportance 48 · Surprise 40
  GILEAD SCIENCES, INC. · News · 2026-08-17 · 3 events
  Gilead reported second-quarter revenue of $7.80 billion, up 10.6% year over year. The reported revenue exceeded analysts’ estimates. The digest identifies strong Q2 growth in Gilead’s HIV franchise but provides no…
• PM — Revenue Performance and MixImportance 47 · Surprise 22
  Philip Morris International Inc. · News · 2026-08-17 · 3 events
  Philip Morris International reported second-quarter revenue of $11.19 billion, up 10.4% year over year. Second-quarter EPS was $2.20, exceeding analyst estimates. The reported revenue and earnings performance surpassed…
• PLD — Revenue Performance and MixImportance 47 · Surprise 22
  Prologis, Inc. · News · 2026-08-17 · 2 events
  Prologis reported $2.43 billion in Q1 2026 revenue. Revenue increased 11% year over year, exceeding the materiality threshold and indicating double-digit growth. Q1 2026 earnings were $1.13 per share, surpassing…
• BA — Revenue Performance and MixImportance 47 · Surprise 48
  BOEING CO · News · 2026-08-17 · 2 events
  Trefis reported that Boeing revenue had grown 25% year over year, although a separate MarketBeat article cited 8% year-over-year revenue growth in Boeing’s latest quarterly report. The reported growth figures were not…
• AMZN — Revenue Performance and MixImportance 47 · Surprise 22
  AMAZON COM INC · News · 2026-08-17 · 3 events
  Amazon reported second-quarter revenue of $200.61 billion, up 19.6% year over year. Diluted EPS was $5.75 and exceeded analyst estimates. AWS growth and demand for AI infrastructure were identified as key performance…
• ABBV — Revenue Performance and MixImportance 47 · Surprise 22
  AbbVie Inc. · News · 2026-08-17 · 3 events
  AbbVie reported Q1 2026 revenue growth of 12.4% year over year. Growth was driven by the neuroscience, immunology, and aesthetics portfolios. EPS exceeded expectations during the quarter, although the digest does not…
• AAPL — Revenue Performance and MixImportance 47 · Surprise 22
  Apple Inc. · News · 2026-08-17 · 2 events
  Apple reported quarterly revenue of $109.42 billion, representing 16.4% year-over-year growth. Quarterly earnings were $2.02 per share and exceeded analyst estimates. The digest does not provide segment or geographic…
• UNP — Revenue Performance and MixImportance 47 · Surprise 22
  UNION PACIFIC CORP · News · 2026-08-16
  Union Pacific reported quarterly revenue of $6.86 billion, an 11.5% year-over-year increase. Quarterly earnings reached $3.41 per share and exceeded analyst estimates. The digest provides no segment revenue or…
• SPGI — Revenue Performance and MixImportance 47 · Surprise 22
  S&P Global Inc. · News · 2026-08-16 · 2 events
  S&P Global reported quarterly revenue of $4.15 billion, representing a 10.4% year-over-year increase. Adjusted earnings were $4.83 per share, exceeding analyst expectations. The company declared a quarterly dividend of…
• ADBE — Revenue Performance and MixImportance 47 · Surprise 22
  ADOBE INC. · News · 2026-08-16 · 2 events
  Adobe’s fiscal second-quarter revenue rose 13% year over year to a record $6.62 billion. The reported growth exceeded the materiality threshold and indicates continued expansion in Adobe’s software and design-tool…
• CRM — Revenue Performance and MixImportance 47 · Surprise 22
  Salesforce, Inc. · News · 2026-08-15
  Salesforce reported quarterly revenue of $11.13 billion, representing 13.3% year-over-year growth. Adjusted earnings per share was $3.88 for the quarter. The reported revenue and adjusted EPS exceeded analyst…
• LOW — Revenue Performance and MixImportance 46 · Surprise 22
  LOWES COMPANIES INC · News · 2026-08-16 · 2 events
  Lowe’s reported quarterly revenue of $23.08 billion, representing a 10.3% year-over-year increase. Quarterly EPS was $3.03, exceeding analyst estimates. The reported revenue growth exceeds the 10% materiality threshold…
• GS — Revenue Performance and MixImportance 45 · Surprise 38
  GOLDMAN SACHS GROUP INC · News · 2026-08-16
  Goldman Sachs reported quarterly revenue growth of 39.4% year over year. The company exceeded analyst expectations for quarterly earnings. The digest does not provide quarterly revenue by segment or geographic mix.
• C — Revenue Performance and MixImportance 43 · Surprise 40
  CITIGROUP INC · News · 2026-08-16 · 2 events
  Citigroup’s Q2 2026 revenue increased 14.3% year over year. The revenue result exceeded analyst expectations. The third-party report identifies Citigroup as a top performer among diversified banks in the quarter.
• DE — Revenue Performance and MixImportance 42 · Surprise 14
  DEERE & CO · News · 2026-08-17 · 2 events
  Deere reported quarterly revenue of $13.37 billion, up 5.4% year over year. Quarterly EPS was $6.55, indicating earnings exceeded analyst expectations. The available reporting does not provide segment-level revenue or…
• BKNG — Revenue Performance and MixImportance 42 · Surprise 14
  Booking Holdings Inc. · News · 2026-08-17 · 3 events
  Booking Holdings reported second-quarter revenue of $7.35 billion, up 8.1% year over year. Second-quarter adjusted EPS was $2.54, and the company exceeded analyst revenue and earnings expectations. The digest provides…
• WMT — Revenue Performance and MixImportance 42 · Surprise 14
  Walmart Inc. · News · 2026-08-16 · 2 events
  Walmart reported quarterly revenue of $177.75 billion, up 7.4% year over year and ahead of analysts’ forecasts. The company has been gaining market share among higher-income consumers, while management has cautioned…
• PEP — Revenue Performance and MixImportance 42 · Surprise 14
  PEPSICO INC · News · 2026-08-16
  PepsiCo reported quarterly revenue of $24.18 billion. Revenue increased 6.4% year over year. The reported quarter also produced adjusted earnings of $2.20 per share, exceeding analyst estimates.
• TJX — Revenue Performance and MixImportance 42 · Surprise 14
  TJX COMPANIES INC /DE/ · News · 2026-08-14
  TJX reported quarterly revenue of $14.32 billion, representing a 9.2% year-over-year increase. Quarterly earnings exceeded expectations, with EPS reported at $1.19. The 9.2% revenue growth exceeded the materiality…
• AXP — Revenue Performance and MixImportance 41 · Surprise 22
  AMERICAN EXPRESS CO · News · 2026-08-17
  American Express reported quarterly EPS of $4.53, exceeding analyst estimates. Quarterly revenue increased 10% year over year. The company maintained its FY 2026 EPS guidance following the quarterly report.
• QCOM — Revenue Performance and MixImportance 38 · Surprise 14
  QUALCOMM INC/DE · News · 2026-08-17 · 3 events
  Qualcomm reported quarterly revenue of $9.95 billion, exceeding analyst expectations. Revenue declined 4% year over year. Adjusted EPS was $2.21, slightly below consensus estimates.
• XOM — Revenue Performance and MixImportance 37 · Surprise 6
  ExxonMobil Holdings Corp · News · 2026-08-17 · 2 events
  ExxonMobil reported quarterly revenue of $114.53 billion. Revenue exceeded analyst estimates for the quarter. The reported revenue result accompanied quarterly earnings per share of $3.52, which slightly missed…
• WFC — Revenue Performance and MixImportance 37 · Surprise 6
  WELLS FARGO & COMPANY/MN · News · 2026-08-17 · 3 events
  Wells Fargo reported quarterly revenue of $22.62 billion, exceeding analysts’ expectations. Quarterly EPS was $1.96, also above consensus estimates. The reported results were characterized as stronger than expected,…
• PFE — Revenue Performance and MixImportance 37 · Surprise 6
  PFIZER INC · News · 2026-08-17 · 3 events
  Pfizer reported quarterly revenue of $15.03 billion, exceeding analyst expectations. Quarterly adjusted earnings were $0.77 per share, also above expectations. The company continues to face post-COVID revenue declines,…
• MRK — Revenue Performance and MixImportance 37 · Surprise 6
  Merck & Co., Inc. · News · 2026-08-17 · 3 events
  Merck recently reported quarterly revenue of $16.61 billion, exceeding analyst estimates. The report does not provide year-over-year or sequential growth rates or a segment revenue breakdown. Analysts cited reliance on…
• LIN — Revenue Performance and MixImportance 37 · Surprise 6
  LINDE PLC · News · 2026-08-17 · 2 events
  Linde reported second-quarter 2026 revenue of $9.29 billion. Second-quarter adjusted EPS was $4.50, and both revenue and earnings exceeded analyst expectations. Third-party coverage described the quarter as showing…
• HON — Revenue Performance and MixImportance 37 · Surprise 32
  HONEYWELL INTERNATIONAL INC · News · 2026-08-17
  Honeywell reported second-quarter revenue growth of 3.4% year over year. The aerospace segment delivered 5% organic sales growth in the quarter. Aerospace also reported a 1.1 book-to-bill ratio, indicating orders…
• ABT — Revenue Performance and MixImportance 37 · Surprise 6
  ABBOTT LABORATORIES · News · 2026-08-17 · 2 events
  Abbott reported quarterly revenue of $12.59 billion, exceeding analyst expectations. Quarterly earnings were $1.31 per share, also above expectations. Coverage cited strength in Abbott’s Established Pharmaceutical…
• TXN — Revenue Performance and MixImportance 37 · Surprise 6
  TEXAS INSTRUMENTS INC · News · 2026-08-16 · 2 events
  Texas Instruments reported quarterly revenue of $5.46 billion. Quarterly EPS was $2.14. The company exceeded analyst expectations for both revenue and earnings, according to the third-party reports.
• PG — Quarterly Results AnnouncementImportance 37 · Surprise 6
  PROCTER & GAMBLE Co · News · 2026-08-15 · 2 events
  P&G reported quarterly revenue of $21.20 billion and quarterly EPS of $1.43 in the latest quarter. Revenue fell short of analyst estimates, while EPS exceeded expectations. P&G maintained its fiscal 2027 EPS guidance.
• JPM — Q2 Earnings and Revenue PerformanceImportance 37 · Surprise 6
  JPMORGAN CHASE & CO · News · 2026-08-15
  JPMorgan reported quarterly revenue of $58.02 billion, exceeding the $57.347 billion materiality benchmark. Quarterly EPS was $6.14, beating expectations. The report described the quarterly earnings result as strong…
• PGR — Revenue Performance and MixImportance 36 · Surprise 14
  PROGRESSIVE CORP/OH/ · News · 2026-08-17 · 4 events
  Progressive reported second-quarter 2026 earnings of $5.67 per share, exceeding analyst estimates. Revenue increased 5% year over year to $23.61 billion. The digest provides no segment or geographic revenue breakdown…
• DHR — Revenue Performance and MixImportance 36 · Surprise 14
  DANAHER CORP /DE/ · News · 2026-08-17 · 2 events
  Danaher reported quarterly revenue of approximately $6.26 billion. Revenue was described as growing 5.50%, exceeding the materiality threshold based on the company’s $6.265 billion revenue baseline. The reported…
• SYK — Revenue Performance and MixImportance 36 · Surprise 14
  STRYKER CORP · News · 2026-08-16 · 2 events
  Stryker reported second-quarter revenue growth of 9.4% year over year. The company exceeded analyst earnings expectations with quarterly EPS of $3.69. The reported revenue increase represents approximately $620 million…
• ICE — Revenue Performance and MixImportance 33 · Surprise 6
  Intercontinental Exchange, Inc. · News · 2026-08-17 · 2 events
  Intercontinental Exchange reported quarterly revenue of $3.61 billion. Quarterly earnings per share were $1.90. Revenue and EPS exceeded analyst expectations, although the digest did not provide YoY, sequential, or…
• ADP — Revenue Performance and MixImportance 33 · Surprise 6
  AUTOMATIC DATA PROCESSING INC · News · 2026-08-16
  Automatic Data Processing reported quarterly revenue of approximately $5.47 billion. Quarterly earnings exceeded expectations, with reported EPS of $2.64. The digest did not provide year-over-year or sequential revenue…
• MO — Revenue Performance and MixImportance 33 · Surprise 6
  ALTRIA GROUP, INC. · News · 2026-08-14
  Altria reported quarterly revenue of $5.36 billion, slightly above analyst estimates. The digest does not provide year-over-year or sequential revenue changes. The available reporting also does not include segment or…
• JNJ — Revenue Performance and MixImportance 30 · Surprise 40
  JOHNSON & JOHNSON · News · 2026-08-17 · 2 events
  Johnson & Johnson exceeded quarterly revenue and earnings expectations while maintaining its 2026 EPS guidance. STELARA biosimilar competition continued to weigh on reported growth in the immunology business. Revenue…
• GE — Revenue Performance and MixImportance 20 · Surprise 24
  GENERAL ELECTRIC CO · News · 2026-08-16
  GE Aerospace’s second-quarter 2026 earnings report on July 16 included significant year-over-year revenue growth. Commercial Services was identified as a particularly strong contributor through its large backlog. The…
• VZ — Revenue Performance and MixImportance 18 · Surprise 14
  VERIZON COMMUNICATIONS INC · News · 2026-08-16 · 3 events
  Verizon reported quarterly revenue of $34.25 billion, down 0.7% year over year. The revenue result fell short of analyst expectations, indicating modest top-line pressure in the latest quarter. Quarterly EPS was $1.30,…
• MCD — Revenue Performance and MixImportance 18 · Surprise 14
  MCDONALDS CORP · News · 2026-08-16
  McDonald’s reported second-quarter 2026 EPS of $3.38, exceeding analyst estimates. Quarterly revenue was approximately $7.10 billion. Revenue increased 3.7% year over year but slightly missed expectations.
• CMCSA — Revenue Performance and MixImportance 18 · Surprise 14
  COMCAST CORP · News · 2026-08-15
  Comcast reported quarterly revenue of $29.94 billion, exceeding analyst expectations despite a slight year-over-year decline. Quarterly EPS was $1.04, also above expectations. The digest does not provide segment…
• SO — Revenue Performance and MixImportance 15 · Surprise 14
  SOUTHERN CO · News · 2026-08-16
  Southern Company reported quarterly revenue of approximately $6.98 billion. Revenue increased slightly year over year, indicating limited overall top-line growth. The $6.98 billion result fell short of analyst…
• TSLA — Quarterly Results AnnouncementImportance 13 · Surprise 6
  Tesla, Inc. · News · 2026-08-16
  Tesla reported record revenue and stronger vehicle deliveries in its latest quarter. Operating profit declined despite the revenue and delivery records. Free cash flow was negative during the quarter, indicating that…
• HD — Quarterly Results and DividendImportance 13 · Surprise 6
  HOME DEPOT, INC. · News · 2026-08-15
  Home Depot reported quarterly EPS of $3.43 and revenue of $41.77 billion, exceeding market expectations. The company declared a quarterly dividend of $2.33 per share, equivalent to an annualized yield of approximately…
• IBM — Revenue Performance and MixImportance 12 · Surprise 6
  INTERNATIONAL BUSINESS MACHINES CORP · News · 2026-08-16
  IBM reported approximately $17.16 billion in revenue in its recent earnings report. Revenue slightly missed analyst projections, while earnings per share met consensus expectations. The digest provides no segment,…
• T — Revenue Performance and MixImportance 10 · Surprise 6
  AT&T INC. · News · 2026-08-14
  AT&T reported second-quarter 2026 revenue of $31.56 billion, below analysts’ forecasts. Second-quarter EPS was $0.65, exceeding estimates. AT&T maintained its 2026 guidance despite the revenue shortfall.

Other Revenue & Demand themes

• Demand & backlog
• Pricing
• Product cycle
• Customer mix
• Geographic mix
• Recurring revenue