Quarterly Earnings

AppLovin Q2 2026 earnings: a rare earnings miss

AppLovin reported its Q2 2026 earnings yesterday: AppLovin missed analyst estimates on both revenue ($1.92BN actual vs. $1.94BN estimated) and adjusted EBITDA…

Snap Q2 2026 earnings: 9% ad revenue growth, North America DAU stabilization

Snap released its Q2 2026 earnings results last night: Snap saw its most substantial revenue growth since Q1 2024; notably,…

Reddit Q2 2026 earnings: 64% ad revenue growth, US DAUq sequential decline

Reddit reported its Q2 2026 earnings on Thursday: Despite beating analyst estimates on both earnings and revenue quite substantially (analyst…

Meta Q2 2026 earnings: the albatross weighs heavily

Meta released its Q2 2026 earnings results yesterday: Meta beat analyst expectations of $60.17BN in revenue, and the company provided…

Alphabet Q2 2026 earnings: 14% ad revenue growth, 500k advertisers on AI Max

Alphabet released its Q2 2026 earnings last night: Alphabet beat analysts' expectations on revenue in the quarter. Once adjusted for…

Netflix Q2 2026 earnings: a troubling pattern of opacity

Netflix reported its Q2 2026 earnings results last week: In its investor letter, Netflix narrowed its full-year guidance to $51.0-$51.4BN…

AppLovin Q1 2026 earnings: 59% ad revenue growth, the hybrid monetization opportunity for games

AppLovin reported its Q1 2026 earnings yesterday: AppLovin's Q2 revenue guidance was above consensus, calling for roughly 55% year-over-year growth.…

Amazon, Rufus, and the agentic commerce question

Amazon released its Q1 2026 earnings last week: the company generated advertising revenue of $17.2BN, up 22% year-over-year. That puts…

Reddit Q1 2026 earnings: 74% ad revenue growth, 75% growth in advertiser count

Reddit reported its Q1 2026 earnings last week: Advertising accounted for 94% of Reddit's total revenue in the quarter, outpacing…

Alphabet Q1 2026 earnings: Search revenue up 19%, Search queries at all-time high

Alphabet released its Q1 2026 earnings last night: Alphabet beat analyst expectations for earnings and revenue in the quarter and…