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Home - Quarterly Earnings - Page 2
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Quarterly Earnings

  • Cloud, AI drive Microsoft’s strong growth

    by Kelly Hill May 1, 2025
    by Kelly Hill May 1, 2025

    ‘Cloud and AI are the essential inputs for every business’, said CEO Satya Nadella Microsoft reported a record quarter driven by its cloud business, which saw revenues boom 22% year-over-year …

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  • Q1 2025 reveals diverging strategies among US carriers

    by Catherine Sbeglia Nin May 1, 2025
    by Catherine Sbeglia Nin May 1, 2025

    T-Mobile US leads in growth, AT&T balances fiber and wireless and Verizon leans on loyalty perks in Q1 2025 If you’re looking for a quick read on the U.S. carrier …

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  • Corning’s AI bet pays off with $3.7 billion Q1

    by Catherine Sbeglia Nin April 30, 2025
    by Catherine Sbeglia Nin April 30, 2025

    Corning’s strong quarter was buoyed by explosive growth in its enterprise optical business and rising demand for gen AI solutions Corning Incorporated delivered better-than-expected Q1 2025 results this week, buoyed …

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  • AT&T Q1 — revenue, 5G and fiber subscribers all trending up

    by Catherine Sbeglia Nin April 24, 2025
    by Catherine Sbeglia Nin April 24, 2025

    Postpaid and fiber growth fuel Q1 gains as AT&T homes in on 30 million-location fiber milestone AT&T kicked off 2025 on strong footing, reporting robust financial and operational performance in …

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  • Verizon takes hit on postpaid churn — but hits back with record Q1 earnings

    by Catherine Sbeglia Nin April 24, 2025
    by Catherine Sbeglia Nin April 24, 2025

    Despite losing 356,000 postpaid phone subscribers, Verizon posts record EBITDA and reaffirms 2025 outlook Verizon posted strong financial results for the first quarter of 2025, bolstered by strategic consumer initiatives, …

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  • Verizon: Trade-offs of pricing increases, focus on perks and churn

    by Kelly Hill March 27, 2025
    by Kelly Hill March 27, 2025

    An unusually competitive first quarter of 2025, combined with Verizon putting additional price increases in place, will impact the company’s quarterly churn, but the carrier maintains that its overall strategy …

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  • Amazon planning $100 billion AI infrastructure spend in 2025

    by Sean Kinney, Principal Analyst February 7, 2025
    by Sean Kinney, Principal Analyst February 7, 2025

    Generative AI is a “really unusually large, maybe once-in-a-lifetime type of opportunity,” Amazon CEO Andy Jassy told investors With hyperscalers planning massive investments in AI infrastructure, Amazon is working to …

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  • Qualcomm has a record quarter; sees edge AI as a ‘tailwind’

    by Sean Kinney, Principal Analyst February 6, 2025
    by Sean Kinney, Principal Analyst February 6, 2025

    Qualcomm CEO discusses the “era of AI inference” and what it means for the company’s diversification strategy Qualcomm this week reported Q1 2025 financials marked by the company’s QCT business, …

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  • Google touts AI infrastructure as ‘powerful foundation’ for growth

    by Sean Kinney, Principal Analyst February 5, 2025
    by Sean Kinney, Principal Analyst February 5, 2025

    Google plans $75 billion capex in 2025 to support AI demand which is outpacing capacity As it continues to imbue core services with AI, Google parent Alphabet is planning to …

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  • ‘Cautiously optimistic’ — Three highlights from Verizon’s Q4 results

    by Catherine Sbeglia Nin January 31, 2025
    by Catherine Sbeglia Nin January 31, 2025

    Verizon reported a total operating revenue of $35.7 billion in Q4 2024, up 1.6% from Q4 2023 Verizon CEO Hans Vestburg told investors that as he looks back on 2024 …

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  • Intel working toward a ‘rack-scale’ solution for AI infrastructure demand

    by Sean Kinney, Principal Analyst January 31, 2025
    by Sean Kinney, Principal Analyst January 31, 2025

    Falcon Shores now an internal test chip; AI infrastructure system coming with Juaguar Shores  Intel has struggled to compete against AMD and NVIDIA in the AI infrastructure space. While the …

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  • T-Mobile US touts 2024 successes, looks to the skies with Starlink

    by Sean Kinney, Principal Analyst January 30, 2025
    by Sean Kinney, Principal Analyst January 30, 2025

    Starlink is supporting direct-to-device satellite connectivity for T-Mobile US T-Mobile US reported Q4 earnings this week marked by continued momentum in wireless, and strong growth in its broadband business which …

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  • AT&T feels ‘great’ about Q3, says 5G and fiber remain focus

    by Catherine Sbeglia Nin October 23, 2024
    by Catherine Sbeglia Nin October 23, 2024

    Consolidated revenues were down 0.5% in Q3, but AT&T said this was offset by higher mobility service and consumer wireline revenues AT&T reported consolidated revenues of $30.2 billion for the third quarter, down 0.5%, …

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  • Keysight beats guidance, amid ‘stable’ market conditions

    by Kelly Hill August 21, 2024
    by Kelly Hill August 21, 2024

    Keysight Technologies reported revenue and earnings above its guidance for the most recent quarter, and indicated that things look good for improvements in the second half and a “gradual” recovery …

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  • Spirent customers wait and see, amid acquisition by Keysight

    by Kelly Hill August 9, 2024
    by Kelly Hill August 9, 2024

    Pending acquisition by Keysight slowed customer orders in the first half, Spirent says Spirent Communications saw a continued slide in its financial performance during the first half of this year, …

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  • Intel disappoints in Q2, reports a $1.6 billion loss and layoffs

    by Catherine Sbeglia Nin August 2, 2024
    by Catherine Sbeglia Nin August 2, 2024

    Intel revealed plans to reduce its headcount by more than 15% Intel reported a $1.6 billion loss in Q2 Thursday, resulting in its shares sliding as much as 20%. As …

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  • Altice USA sees improving metrics, but still records a Q2 revenue loss

    by Kelly Hill August 2, 2024
    by Kelly Hill August 2, 2024

    Residential mobile sees 50% YoY growth, Altice anticipates more activity in the second half of 2024 Altice USA made progress across a number of its metrics during the second quarter …

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  • Qualcomm bullish on automotive, AI on smartphones

    by Kelly Hill August 1, 2024
    by Kelly Hill August 1, 2024

    CEO Cristiano Amon expects on-device AI to “drive competitive differentiation” in multiple verticals Qualcomm saw its fourth consecutive quarter of record revenues in its automotive business and its executives including …

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  • Verizon disappoints on Q2 revenue, but wireless, FWA gain traction

    by Catherine Sbeglia Nin July 22, 2024
    by Catherine Sbeglia Nin July 22, 2024

    Verizon reported improvements to its cash flow and wireless revenue for the fourth consecutive quarter, as well as double-digit broadband subscriber growth Verizon released second quarter 2024 results today, reporting …

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  • EchoStar continues to shed subscribers

    by Kelly Hill May 8, 2024
    by Kelly Hill May 8, 2024

    EchoStar continued to lose customers across its mobile, broadband and pay-TV customer bases as a combined company following the acquisition of Dish Network—but its losses overall were less than at …

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  • Qualcomm reports growth in handset, automotive segments in Q2

    by Catherine Sbeglia Nin May 2, 2024
    by Catherine Sbeglia Nin May 2, 2024

    Qualcomm reported that its automotive segment increased 35% year-over-year Qualcomm beat market expectations in Q2 2024, with the company expecting between $8.8 billion and $9.6 billion in sales. Net income …

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  • Key takeaways from T-Mobile US’ Q1 2024

    by Kelly Hill April 30, 2024
    by Kelly Hill April 30, 2024

    For the first time, T-Mo looks to establish a fiber footprint T-Mobile US reported strong customer numbers and overall results for the first quarter of 2024, and raised its guidance …

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  • T-Mobile kicks off 2024 with strong numbers and a fiber JV

    by Kelly Hill April 26, 2024
    by Kelly Hill April 26, 2024

    T-Mo surpasses the 5 million broadband subs milestone, makes a deal for a fiber JV T-Mobile US reported postpaid phone net customer additions of more than half a million in …

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  • ‘We’re growing the right way’: AT&T’s Q1 delivers solid mobile, fiber numbers

    by Kelly Hill April 24, 2024
    by Kelly Hill April 24, 2024

    5G, fiber continue to drive the telco’s results in Q1 AT&T beat expectations on its customer growth, with revenues off just slightly from the same period last year as CEO …

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  • Verizon shares FWA revenues, improves phone losses

    by Kelly Hill April 22, 2024
    by Kelly Hill April 22, 2024

    Carrier breaks out FWA revenues Verizon shared its Fixed Wireless Access revenues for the first time, reporting that during the first quarter its FWA revenue was $452 million—an increase of …

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