Revenue

B2Gold reported record 2025 revenue of $3.06 billion, driven by strong gold sales and a higher realized price. Full-year production reached 979,604 ounces, with the new Goose Mine contributing. For 2026, production is forecast between 820,000–970,000 ounces due to planned decreases at Otjikoto and Fekola, partially offset by Goose Mine ramp-up. Higher all-in sustaining costs are expected due to Fekola stripping and Goose Mine development. The company has a $73 million exploration budget for 2026.

Roku’s stock surged 8% after exceeding Q4 analyst expectations, driven by a 18% year-over-year revenue increase and strong earnings. The company’s CEO cited a fundamental industry shift towards premium subscriptions as a key growth driver, with plans to expand its bundle strategy. Roku also issued optimistic Q1 and full-year revenue guidance, bolstered by strategic acquisitions and new services like “Howdy.” Analysts upgraded the stock, emphasizing Roku’s dominant U.S. streaming market position and enhanced monetization capabilities.

Airbnb’s Q4 earnings report showed revenue exceeding expectations, marking the 20th out of 21 quarters of beating projections. While EPS fell short due to tax matters and investments, the company provided an optimistic outlook for the upcoming period, forecasting revenue growth above consensus. Nights booked and gross booking value also saw significant year-over-year increases. The appointment of a new CTO from Meta signals a strong focus on leveraging AI for future growth and enhanced user experience.

Lenovo reported record Q3 FY25/26 revenue of $22.2 billion, an 18% year-over-year increase, driven by a 72% surge in AI-related business. All segments saw double-digit growth, with adjusted net income up 36% to $589 million. Strategic restructuring of the Infrastructure Solutions Group is expected to yield significant long-term savings and profitability, as Lenovo leverages its Hybrid AI Advantage.

Cisco exceeded analyst expectations for its latest quarterly earnings and revenue, yet its stock saw a dip as its future financial outlook met market forecasts. The company reported strong growth in its core networking segment and highlighted significant AI infrastructure orders, signaling its positioning in the AI revolution. Cisco also announced participation in a major AI project in Saudi Arabia and unveiled new networking hardware incorporating advanced chips. Full-year 2026 targets were set slightly above consensus, indicating anticipated growth.

Reddit’s stock climbed following a strong Q4 earnings report, beating revenue and profit expectations with $726 million and $1.24 EPS. The company projects solid Q1 2026 revenue and earnings, exceeding analyst forecasts. Reddit also announced a $1 billion share repurchase program. Growth in global daily active users was robust, though logged-in U.S. user growth showed a slowdown. The company plans to simplify user metric reporting and is exploring strategic data-licensing and AI integration to enhance user engagement and search capabilities.

AWS reported strong Q4 revenue of $35.58 billion, a 24% year-over-year increase, exceeding expectations. Its operating income reached $12.47 billion with a 35% margin. While AWS maintains market leadership, it faces stiff competition from Google Cloud and Microsoft Azure, both rapidly growing due to AI services. AWS is investing heavily in AI, launching new services and securing a $38 billion commitment from OpenAI. The company plans massive capital expenditures, doubling computing capacity by 2027 to meet surging AI demand.

Snap Inc. exceeded Q4 sales expectations with $1.72 billion revenue and announced a $500 million stock repurchase program. While daily active users slightly missed projections, average revenue per user increased. The company anticipates Q1 revenue below estimates, and faces regulatory headwinds. Net income surged nearly 400% year-over-year. Snap is prioritizing profitable growth and expanding its subscription services, while also investing in AR technology through its new subsidiary, Specs Inc., aiming for a 2026 AR glasses launch.

Uber exceeded Q4 revenue expectations, driven by strong mobility and delivery growth. However, a cautious profit outlook and equity revaluation headwinds led to a share price dip. The company saw significant user growth and bookings, with positive projections for Q1. Uber also announced a new CFO and remains bullish on autonomous vehicles, aiming for global AV facilitation by 2029. Investments in Uber One, advertising, and AI integrations are also key priorities.

ServiceNow exceeded Q4 revenue and earnings expectations, reporting $3.57 billion in revenue and 92 cents EPS. Despite strong results and a 20.5% year-over-year revenue increase, shares saw a slight dip. The company announced a $5 billion share buyback authorization and provided optimistic guidance for Q1 and FY26. ServiceNow is actively investing in AI and security, evidenced by recent acquisitions like Moveworks and the planned Armis deal, aiming to integrate these capabilities for enhanced enterprise solutions.