Analog Devices (ADI) FY26 Q2: Revenue +37% to Record, GAAP EPS +111%, Stock Falls
Analog Devices (NASDAQ: ADI) posted fiscal Q2 2026 (February 1–May 2, 2026) revenue of $3,623.5 million and net income of $1,176.4 million, up +37.2% and +106.5
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AMD (NASDAQ: AMD) Q2 2026: Data Center Revenue Doubles to $6.7B, Powering Record $11.5B Quarter
AMD reported record Q2 2026 revenue of $11.54B (+50% YoY) as Data Center revenue doubled to $6.7B. Non-GAAP EPS beat at $1.66. Q3 guidance of ~$13B exceeds consensus despite an 8% after-hours selloff.
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Electronic Arts Goes Private: $55B Saudi-Led LBO Closes Today as Q1 Bookings Disappoint
EA's USD55B Saudi PIF-led buyout closes August 4, 2026 — the largest LBO ever. Q1 net bookings miss at USD1.35B vs USD1.48B estimate; Battlefield 6 flags post-launch engagement decline.
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Northrop (NOC) Q2 2026: Record $104.7B Backlog, Margin 10.1%
Northrop Grumman's order book crossed $100 billion for the first time — backlog reached $104.7 billion at June 30, 2026, up 16.7% from $89.7 billion a year earl
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Pfizer (PFE) Q2 2026: Non-COVID Portfolio Beats Estimates as Paxlovid Collapses 95%
Pfizer Q2 2026: adj. EPS $0.77 beat $0.68 est. (+13.2%); revenue $15.0B topped consensus. Eliquis +19%, Padcev +23%. FY2026 revenue guidance raised to $60.5–$62.5B.
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McDonald's (MCD) Q2 2026: Adj. EPS Beats, U.S. Traffic Slips — Loyalty Hits $40B
MCD Q2 2026: Adj. EPS $3.38 beats consensus. Revenue $7.1B broadly in line. U.S. comps +0.8% on falling traffic. Loyalty $40B milestone. New U.S. president named.
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Walmart Closes $1.4B Vibe.co Deal, Building a Full-Funnel CTV Ad Empire
Walmart completed its USD 1.4B acquisition of Vibe.co on Aug. 4, integrating the self-serve CTV advertising platform into Walmart Connect as the retailer accelerates its retail media push against Amazon and Google.
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Merck (MRK) Q2 2026: Keytruda Holds as Terns Deal Charges Sink Reported Profit — Revenue Guidance Raised
Merck Q2 2026 revenue USD 16.6B beat consensus on Keytruda, Winrevair, and Welireg momentum, while the Terns acquisition IPRD charge drove a non-GAAP EPS loss of -USD 0.13.
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Merck & Co. (MRK) Q1 2026: $4.2B net loss on $9B R&D charge, FCF up 2.5x
Merck & Co., Inc. (NYSE: MRK) reported earnings on April 30, 2026, and the Q1 2026 10-Q filed shortly after looks, at first glance, like a catastrophe. Revenue
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AutoZone (AZO) Q2 2026: Revenue $4.84B, +8.4%; EPS $38.07, +7.7%, on Store Expansion
AutoZone, the leading US auto-parts retailer, posted quarterly revenue of $4,840.9 million for the 12 weeks ended May 9, 2026, up 8.4% year over year, alongside
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Disney (DIS) Q3 FY2026 Earnings Preview: Can Parks and Streaming Offset ESPN Headwinds?
Disney reports Q3 FY2026 earnings Aug. 5 before bell. Consensus: EPS $1.89 (+17.4% YoY) on $25.41B revenue (+7.4%). DIS at 52-week low; analyst target $130 (+35%).
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