Quarterly Earnings

Meta Q1 2026 earnings: 33% ad revenue growth, MCP support for ad buying agents

Meta released its Q1 2026 earnings results yesterday: Meta provided Q2 2026 revenue guidance of $58-61BN. It maintained its full-year expenditure forecast…

Netflix Q1 2026 earnings: programmatic approaching 50% of ad revenue

Netflix reported its Q1 2026 earnings results last night: Netflix beat consensus analyst expectations on revenue in the quarter, but its guidance…

AppLovin Q4 2025 earnings: understanding AppLovin’s risks

AppLovin reported its Q4 2025 earnings last night: AppLovin provided Q1 2026 revenue guidance of between $1.745 and $1.775BN. AppLovin beat consensus…

February 12, 2026

Snap Q4 2025 earnings: 5% advertising revenue growth, 71% subscriber growth

Snap announced its Q4 2025 earnings results last week: Snap beat analyst expectations on top-line revenue and ARPU but missed…

February 9, 2026

Reddit Q4 2025 earnings: 75% ad revenue growth, SMB revenue doubles

Reddit reported its Q4 2025 earnings last night: The company's Q4 performance exceeded analyst expectations on both revenue and earnings, with revenue…

February 6, 2026

Alphabet Q4 2025 earnings: AI Overviews queries double since launch, Gemini app at 750MM MAU

Alphabet released its Q4 2025 earnings last night: Notably, both YouTube advertising and Subscriptions revenue growth decelerated in the quarter: YouTube advertising…

February 5, 2026

Meta Q4 2025 earnings: 18% engagement-led impression growth, focus on AI-driven advertising efficiency

Meta released its Q4 2025 earnings results yesterday: Meta beat analyst expectations on both revenue and earnings, with Q1 guidance…

January 29, 2026

Netflix Q4 2025 earnings: ad revenue grew 2.5x in 2025 to $1.5BN

Netflix reported its Q4 2025 earnings results on Tuesday: While Netflix beat analyst expectations on both revenue and earnings for the quarter,…

January 22, 2026

Reddit Q3 2025 earnings: 68% revenue growth, automation suite in beta

Reddit reported its Q3 2025 earnings last month: Reddit beat analyst expectations on both earnings and revenue in the quarter…

November 18, 2025

AppLovin Q3 2025 earnings: ad revenue up 68%, first results from international

AppLovin reported its Q3 2025 earnings on Wednesday: AppLovin beat analyst expectations on both revenue and earnings. While the company's…

November 7, 2025