Quarterly Earnings

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

Meta released its Q1 2026 earnings results yesterday: Advertising revenue increased by 32.9% on a year-over-year basis, to $55.0BN; Impressions served across the…

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

Netflix reported its Q1 2026 earnings results last night: $12.2BN in revenue (up 16.2%, year-over-year); Operating profit of $4.0BN for an operating…

AppLovin Q4 2025 earnings: understanding AppLovin’s risks

AppLovin reported its Q4 2025 earnings last night: Advertising revenue grew by 65.9% to $1.7BN. Net income grew by 84.0% to $1.1BN, at 66.5%…

February 12, 2026

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

Snap announced its Q4 2025 earnings results last week: Revenue of $1.7BN grew by 10.2% year-over-year, with advertising revenue of $1.5BN having…

February 9, 2026

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

Reddit reported its Q4 2025 earnings last night: Total revenue increased by 70% year-over-year to $726MM. Ad revenue increased 75% to $690…

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: Overall advertising revenue grew by 13.6% to $82.3BN. Search revenue grew by 16.7% to $63.1BN. YouTube…

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: Advertising revenue increased by 24.3% on a year-over-year basis, to $58.1BN; Impressions served across the…

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: $12.050BN in revenue (up 18%, year-over-year); Operating profit of $2.597BN for an operating…

January 22, 2026

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

Reddit reported its Q3 2025 earnings last month: Total revenue increased by 68% year-over-year to $585 million. Ad revenue increased…

November 18, 2025

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

AppLovin reported its Q3 2025 earnings on Wednesday: Advertising revenue grew by 68.2% to $1.41BN. Net income grew by 92.3% to $835MM,…

November 7, 2025