Revenue

Palo Alto Networks (PANW) reported strong fiscal Q1 earnings, exceeding expectations with $2.47 billion in revenue and adjusted EPS of 93 cents. The company also announced a $3.35 billion acquisition of Chronosphere, a cloud observability platform, linked to the rise of AI. While revenue grew 16% year-over-year, net income slightly decreased. Despite positive guidance, PANW stock dipped in after-hours trading. Investors are watching increased capital expenditures and the integration of CyberArk and Chronosphere for long-term impacts. Remaining purchase obligations grew, showcasing continued demand.

Global-e (GLBE) reported strong Q3 2025 results with GMV reaching $1.512B (+33% YoY) and revenue at $220.8M (+25% YoY). Adjusted EBITDA increased 33% YoY to $41.3M, and free cash flow surged 246% to $73.6M. The company returned to profitability with a net profit of $13.2M. A $200M share repurchase program was authorized. Full-year 2025 guidance was raised to GMV of $6.404-6.524B and revenue of $944.1-960.1M. Q4 2025 guidance and conference call announced for November 19, 2025.

Nvidia CEO Jensen Huang revealed a $500 billion order backlog for AI chips spanning 2025-2026, following significant revenue growth. Analysts believe this indicates higher-than-expected revenue in 2026. Despite this, Nvidia’s stock remains below its value from late October. Analysts are closely watching Nvidia’s third-quarter earnings and forward guidance, along with details on partnerships, including a potential $10 billion investment in OpenAI. Competition from custom silicon and sales to China are also key areas of scrutiny.

StubHub (STUB) shares fell 5% after hours following its first earnings report post-IPO in September 2025. While Q3 revenue beat expectations at $468.1 million, the company reported a significant $1.33 billion net loss, or $4.27 per share, attributed to a $1.4 billion IPO-related stock compensation charge. Gross Merchandise Sales (GMS) increased 11% year-over-year to $2.43 billion, but analysts cited challenging comparisons due to the prior year’s “Swift lift.” Since its $23.50 IPO, the stock has declined roughly 20%.

Tencent’s Q3 2025 earnings exceeded expectations with a 15% revenue increase, driven by AI advancements in advertising and gaming. Revenue reached 192.9 billion yuan, with operating profit at 63.6 billion yuan. Domestic gaming grew 15%, boosted by successful game launches, while international gaming surged 43%. Tencent is investing heavily in AI, including its HunYuan model, and expanding into European cloud computing, aiming to compete with industry leaders. Year-to-date, Tencent’s stock has increased 56.7%.

Foxconn reported a 17% year-over-year profit surge in Q3, driven by strong AI server demand. The company beat net profit estimates (NT$57.67B vs. NT$50.41B expected) while meeting revenue expectations. Foxconn is diversifying into AI infrastructure, partnering with Nvidia to manufacture high-performance server racks. The company anticipates continued growth, fueled by AI server shipments and ICT product demand, while also expanding into autonomous vehicles and energy-efficient AI data centers.

Rocket Lab (RKLB) shares rose after Q3 results revealed record revenue of $155M, a 48% YoY increase, driven by launch contracts and space tech. Loss per share was better than expected. Q4 revenue guidance of $170M-$180M exceeded estimates. The company boasts a record backlog of 49 launches and is pursuing acquisitions for defense initiatives. Shares surged over 31% last month and have more than doubled YTD. Rocket Lab acquired Geost and opened a new Neutron launch site. Adjusted EBITDA loss in Q3 was $26.3M, with Q4 losses projected between $23M-$29M.

A report alleges Meta generated $16 billion in 2024 (10% of total revenue) from running ads for scams and banned goods on Facebook and Instagram. Internal documents reportedly show Meta generates $7 billion annually from “higher risk” scam ads, displaying 15 billion daily. While Meta claims it “aggressively” combats scam ads, the report suggests concerns exist about the financial impact of stricter regulation. This revelation raises investor and regulator concerns amid Meta’s AI investments, highlighting the challenge of balancing revenue with ethical advertising.

Take-Two Interactive (TTWO) shares fell after Rockstar Games delayed Grand Theft Auto VI (GTA VI) to November 2026. Despite the delay and a net loss of $133.9 million, Take-Two reported a 33% revenue increase to $1.96 billion, driven by titles like “NBA 2K26” and “Red Dead Redemption 2.” The company raised its fiscal year bookings outlook to $6.38-$6.48 billion, citing strong mobile gaming performance and the success of “NBA 2K”.

Airbnb’s Q3 earnings surpassed revenue expectations, boosting shares. Revenue rose 10% year-over-year to $4.10 billion, exceeding the $4.08 billion estimate. EPS was $2.21, slightly below the expected $2.34. The company anticipates Q4 revenue between $2.66 billion and $2.72 billion, exceeding estimates. Nights and experiences booked increased by 9% to 133.6 million. Gross booking value reached $22.9 billion, a 14% increase. Adjusted EBITDA hit a record $2.1 billion. New features and AI integration are driving growth.