Revenue

Figma (FIG) reported strong Q3 results, exceeding revenue expectations at $274.2 million, a 38% year-over-year increase. The company’s adjusted EPS was 10 cents. While reporting a net loss primarily due to stock-based compensation, Figma’s adjusted operating margin stood strong at 12%. Growth is fueled by the adoption of Figma Make, its AI-powered design tool, used weekly by 30% of major clients. Net dollar retention rate reached 131%. Figma anticipates Q4 revenue between $292M and $294M. Recent acquisition of Weavy further enhances Figma’s AI capabilities.

Snap shares jumped 15% after Q3 earnings beat revenue expectations with $1.51 billion and the announcement of a $500M stock repurchase program. A key driver is a partnership with Perplexity AI, integrating its search into Snapchat in 2026 for $400M, enhancing user experience and AI platform capabilities. While Q4 sales are projected at $1.68-1.71B, the company acknowledged potential user engagement declines due to regulations and platform changes. Snap is also creating a subsidiary for Specs AR glasses.

DoorDash (DASH) Q3 revenue beat estimates, but earnings missed due to planned 2026 spending, causing a 9% stock drop. Revenue grew 27%, with total orders surging to 776 million. Investment focuses on a new global tech platform and automation, including the “Dot” robot. DoorDash projects Q4 Adjusted EBITDA below analysts’ expectations. The recent Deliveroo acquisition for $3.9 billion marks a significant international expansion, with anticipated contribution to EBITDA in Q4 and 2026.

Spotify’s Q3 earnings exceeded revenue expectations, but Q4 guidance for revenue and subscriber growth disappointed investors, causing a stock dip. While EPS and revenue beat estimates, premium subscriber numbers fell slightly short. A recent price hike had limited short-term impact. Ad revenue declined, contrasting premium revenue growth. Despite this, MAUs exceeded projections, boosted by mobile free tier enhancements. Spotify is leveraging AI, partnering with labels and integrating with ChatGPT, while navigating brand challenges from CEO’s investment choices.

AMD’s Q3 results exceeded expectations with $9.25B revenue and $1.20 adjusted EPS. Revenue grew 36% YoY, driven by strong performance across key segments. Q4 revenue is projected at $9.6B, up 25% YoY, with a 54.5% gross margin. The company’s guidance excludes Instinct MI308 chip revenue to China. Strategic partnerships with OpenAI and Oracle, and Amazon’s sale of AMD shares highlight key developments. The company’s success in AI and other key areas intensifies its rivalry with Nvidia.

Despite reporting better-than-expected Q3 revenue ($13.47B vs. $13.28B expected) and strong growth (revenue up 20% YoY), Uber shares fell 5%. Key highlights included EPS of $3.11, a 22% increase in trips to 3.5 billion, and a surge to 189 million monthly active platform consumers. Net income nearly tripled to $6.6B, boosted by tax and investment benefits. Uber anticipates Q4 gross bookings of $52.25B-$53.75B and adjusted EBITDA of $2.41B-$2.51B. CEO Khosrowshahi emphasized innovation, affordability, and AI integration as drivers of future growth.

ADTRAN Holdings reported better-than-expected Q3 2025 financial results, demonstrating revenue and operating margin above expectations. CEO Tom Stanton highlighted disciplined execution and broad-based growth. The company anticipates Q4 revenue between $275.0 million and $285.0 million, with a non-GAAP operating margin of 3.5% to 7.5%. ADTRAN is focusing on network disaggregation and open communication networks, positioning itself to capitalize on increasing demand. A conference call to discuss the results was held on November 4, 2025.

Palantir (PLTR) reported strong quarterly results, exceeding expectations with $1.18 billion in revenue and adjusted EPS of 21 cents. The company’s AI Platform (AIP) is driving growth, reflected in a 63% revenue surge and a more than tripled net income. Q4 revenue guidance is optimistic at $1.33 billion. U.S. government and commercial sectors saw substantial growth. Palantir raised full-year revenue and free cash flow forecasts. Fueled by retail investor enthusiasm, shares have surged. CEO Karp acknowledges AI market risks but asserts Palantir’s strength.

Apple (AAPL) reported strong fiscal Q4 2025 earnings, exceeding expectations with EPS of $1.85 and revenue of $102.47 billion. While iPhone revenue slightly missed estimates, Mac and Services revenue beat expectations, driving overall growth. CEO Tim Cook anticipates a minimum 10% revenue increase for the December quarter, fueled by strong iPhone 17 demand. The company reported $416 billion in total revenue for fiscal year 2025, a 6% increase year-over-year. Supply chain constraints and tariffs impacted specific product lines, but Apple absorbed the tariff costs.

Amazon shares surged after a strong Q3 earnings report, beating expectations with $1.95 EPS and $180.17B revenue. Amazon Web Services (AWS) growth accelerated to 20.2%, addressing prior concerns, driven by AI demand. Amazon is investing heavily in AI infrastructure, including Project Rainier, and raised its capital expenditure forecast. Q4 sales are projected at $206B-$213B. While pursuing AI opportunities, Amazon is also implementing cost optimization, including layoffs, to enhance efficiency and adapting to business evolution.