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Earnings

A hub for timely, in-depth analysis on the quarterly earnings of the world’s most powerful companies in media, tech and finance. Clear breakdowns of financial reports, with expert commentary on what the numbers mean for the industry and the global market. Sharp insights into how these earnings reflect broader trends, impact stock prices and influence corporate strategies. Expect concise yet comprehensive coverage that cuts through the jargon, helping investors of all levels to better understand the financial health of these giants and anticipate their next moves. It’s where the pulse of power meets financial clarity. Read more about Finance.

Man in black button up shirt pictured on football field

Nike CEO Elliot Hill’s Turnaround Plan Hits a Roadblock In China

CEO Elliott Hill’s comeback strategy is gaining traction in key markets, but China remains a stubborn challenge.
By Alexandra Tremayne-Pengelly
Man in white shirt stands onstage and speaks into microphone

Lululemon CEO Calvin McDonald Steps Down as Founder Decries Brand’s ‘Loss of Cool’

McDonald’s exit comes as Lululemon battles slowing U.S. sales, rising tariffs and mounting founder criticism.
By Alexandra Tremayne-Pengelly
Yellow sign reading 'Dollar General.'

Dollar General and Dollar Tree Surge as Wealthy Consumers Seek Bargains

Dollar General and Dollar Tree are thriving as shoppers across income levels seek deeper discounts.
By Alexandra Tremayne-Pengelly
Man in beige blazer stands outside holding microphone

Affluent Shoppers Lift Walmart in a Challenging Economy

By Alexandra Tremayne-Pengelly
Exterior of Home Depot store

Home Depot, Lowe’s Profits Fall as Housing Market Slows in a Weak Economy

By Alexandra Tremayne-Pengelly
Man standing on trading floor

Klarna’s First Public Earnings Report: Strong US Growth, ‘Neobanking’ and A.I.

By Alexandra Tremayne-Pengelly
A Disney castle

Disney’s Theme Parks and Cruises Keep the Magic Alive

By Alexandra Tremayne-Pengelly
Luis von Ahn, CEO of Duolingo

Duolingo Brings Back ‘Unhinged’ Marketing After Growth Slows

By Alexandra Tremayne-Pengelly
Man in blue button up and glasses sits in chair onstage

Rivian Spins Off a Robotics Startup to Foray Into Physical A.I.

By Alexandra Tremayne-Pengelly
Spotify's CEO and Co-Founder Daniel Ek

Daniel Ek Hands Off Spotify as A.I. and Video Define Its Next Chapter

By Alexandra Tremayne-Pengelly
Reddit CEO Steve Huffman stands on the floor of the New York Stock Exchange (NYSE) after ringing a bell on the floor

Reddit’s Human-Centered A.I. Strategy Is Fueling Its Success

By Rachel Curry
Aerial view of factory with large red building picturing Tesla logo

Tesla’s Energy Business Gains Momentum as Elon Musk’s A.I. Dreams Stall

By Alexandra Tremayne-Pengelly
Ted Sarandos, Co-CEO, Netflix, attends Netflix's "Black Rabbit" New York Premiere

Netflix Shifts Focus From Subscribers to Ads, A.I. and Real-World Ventures

By Andy Meek
A Barbie doll dressed in a silver evening gown.

Mattel Feels Tariff Pressure as Barbie and Fisher-Price Sales Slide

By Alexandra Tremayne-Pengelly
Man in suit and tie pictured against blue sky background

United CEO Scott Kirby Doubles Down on Brand Loyalty Amid Shutdown

By Alexandra Tremayne-Pengelly
Man with grey hair and black suit pictured against green background

JPMorgan CEO Jamie Dimon Sounds Alarm on a Troubling Corner of Subprime Lending

By Alexandra Tremayne-Pengelly
Man in blue suit and glasses

Delta Flies Higher on the Wings of Luxury Travel

By Alexandra Tremayne-Pengelly
Man in suit stands onstage and speaks into microphone

Wall Street Leaders Split on Trump’s Push to Change Quarterly Earnings Rules

By Alexandra Tremayne-Pengelly
Man in black leather jacket and shirt stands outside

Nvidia Tops Wall Street Estimates, But China Tensions Cloud Its A.I. Chip Business

By Alexandra Tremayne-Pengelly
A man wearing a black sweater speaking onstage.

How Walmart, Target, Home Depot and Lowe’s Confront Tariff Pressures

By Alexandra Tremayne-Pengelly
Man in red long sleeve shirt stands on dark stage

Longtime Target CEO Brian Cornell Steps Down Amid Tariff Woes and DEI Boycotts

By Alexandra Tremayne-Pengelly
Man in blue blazer and white shirt speaks onstage

Klarna’s CEO Lets A.I. Avatar Present Quarterly Earnings in His Place

By Alexandra Tremayne-Pengelly
Bob Iger wearing a black suit.

Disney Unifies Streaming and Ends Subscriber Reporting in Strategic Overhaul

By Andy Meek
The New York Times building

The New York Times’ Digital-First Strategy Pays Off Despite Print Decline

By Katie Kasperson
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