financial results

Meta is set to release Q2 results, with analysts expecting strong revenue growth driven by AI integration in advertising. Investors will focus on Meta’s AI strategy and monetization efforts, as the company invests heavily in AI infrastructure and data centers to compete with tech giants. Despite significant spending, Meta’s stock has underperformed, raising questions about capital expenditure returns. The company is exploring offering AI capacity to third parties, potentially challenging existing cloud providers.

Ebay’s Q2 2021 earnings surpassed expectations, driven by strong performance in its core marketplace and a robust advertising business. The e-commerce giant reported revenue growth and a significant increase in active buyers, signaling continued momentum in the digital retail space.

Tidewater Inc. will release its Q4 and full-year 2025 financial results on March 2, 2026. A conference call will be held on March 3, 2026, where CEO Quintin Kneen will discuss performance. The company, boasting the largest fleet of offshore support vessels, will likely touch on its strategic positioning within the energy transition. Replays will be available online.

Goldman Sachs BDC, Inc. reported Q4 2025 results with net investment income of $0.37 per share and NAV at $12.64. The $3.9 billion portfolio is heavily weighted towards senior secured debt. New commitments were $394.9 million, with net funded activity of $69.5 million. One investment was placed on non-accrual. Leverage increased to 1.27x. The company also issued new notes and declared dividends.

Nvidia CEO Jensen Huang believes the market misunderstands AI’s impact on software. He argues AI agents will act as sophisticated users, boosting productivity with existing software tools rather than replacing them. This view contrasts with investor concerns about AI’s disruption. Nvidia’s strong sales forecast and financial results highlight robust AI hardware demand, even as some software stocks face declines amid bubble fears. Opinions remain divided on AI’s long-term implications for the software sector.

Salesforce shares fell 5% in after-hours trading despite strong Q4 fiscal 2026 results, including revenue exceeding expectations. The dip was triggered by fiscal 2027 revenue guidance falling slightly short of projections, and broader AI concerns impacting software stocks. The company also announced a $50 billion share buyback and a raised long-term revenue target.

Trip.com Group reported strong 2025 results, fueled by a 60% surge in international bookings and a rebound in inbound tourism, welcoming 20 million visitors. Net revenue increased 21% year-over-year in Q4 and 17% for the full year. Strategic investments in AI and a customer-centric approach are driving growth and enhancing user experience. The company also announced board changes and is cooperating with an anti-monopoly investigation.

Intuitive Machines will announce Q4 and full-year 2025 financial results on March 19, 2026. The call will focus on integration strategies following the $800 million Lanteris Space Systems acquisition, aiming to expand vertical capabilities. Investors will analyze financial performance and the impact of recent acquisitions and contracts, noting a pattern of short-term stock declines after positive announcements and recent insider selling.