Topic
Company-reported revenue, operating profit, margins and consensus comparisons for a fiscal quarter.
Newmont will pay $1.95 billion within thirty days and has consented to Barrick's North American listing. The settlement cash arrives at a company whose dividend and buyback outran the quarter's attributable cash flow.
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Nvidia reported $96.2 billion of revenue at 75% gross margins and guided the next quarter to $108.0 billion while assuming nothing from China Data Center compute, with gross margin slipping to 74%.
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Revenue rose 48% to $370.1 million and Figma raised its full-year outlook. Gross profit grew 40%. That eight-point gap is where selling AI by the credit shows up in the accounts of a company that still sells seats.
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Cloud infrastructure revenue of $7.4bn grew 121% in the June-August quarter while everything else at Oracle stayed near $7.75bn, and capital spending of $28.5bn ran ahead of $23bn of operating cash flow.
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Executives put annualized revenue from Adobe's AI-first products above $650 million after more than 150 percent growth in a year. That is 2.4 percent of the $27.50 billion recurring base, and the fourth-quarter revenue midpoint landed under consensus.
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The $11.36bn of customer prepayments turned what would have been roughly $16.8bn of burn into a $5.40bn shortfall, and it moves the funding question from Oracle's balance sheet to the credit of the customers writing the cheques.
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Adobe's August quarter cleared analyst estimates by about 1 per cent on revenue and 0.8 per cent on adjusted earnings, and the stock fell more than 2 per cent after hours once the guidance was in front of investors.
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Kolmar Korea's operating profit rose 50.2% in the second quarter and all three of Korea's big contract manufacturers set records. The margins say something more complicated.
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