Articles about Earnings

Expedia Group sees reward and risk in the rise of AI-powered travel

Expedia CEO Ariane Gorin detailed the company’s AI strategy on its Q1 earnings call, describing booking integrations with ChatGPT and Claude, AI-powered customer support, and rising compute costs funded by cuts elsewhere. Read More

Zillow Group leans into AI as revenue climbs 18% in flat housing market

Zillow Group’s first-quarter shareholder letter made the company’s strongest case yet for its transformation into an AI-powered real estate platform, citing AI-driven productivity gains, a new consumer search mode, and AI tools for agents and property managers. Revenue rose 18% to $708 million. Read More

Microsoft puts a price on its voluntary retirement program

Microsoft says its voluntary retirement program will result in a $900 million charge in the current quarter. The company, which is spending record sums on AI infrastructure, said headcount dropped year over year and will decline again in fiscal 2027. Read More

Microsoft tops Wall Street expectations, reports accelerating Azure growth and $37B AI run rate

Microsoft’s Azure cloud business accelerated in the March quarter, growing 40% and topping the company’s own forecast, giving the tech giant a new answer to questions about its ability to translate record capital spending on AI infrastructure into stronger financial results. Read More

Earnings

Expedia Group sees reward and risk in the rise of AI-powered travel

Zillow Group leans into AI as revenue climbs 18% in flat housing market

Microsoft puts a price on its voluntary retirement program

Expedia quarterly revenue climbs 11% to $3.55B; shares fall 3%

Zillow tops estimates with $654M in Q4 revenue, up 18%

Impinj shares slide more than 30% as RFID-maker projects rough Q1

Amazon stock sinks 10% after Q4 profit miss as Jassy signals $200B in capital spending

Amazon earnings preview: Wall Street looks for cloud growth after capex surge and job cuts

GeekWire Field Trip: Starbucks rebounds, Microsoft slides, and Amazon resets

F5 stock surges 13% after topping estimates with $822M in Q1 revenue

Amazon stock soars 11% after topping Q3 estimates with $180B in revenue, $21B in profits

Microsoft beats expectations, reports nearly $35B in Q1 capital spending amid Azure outage

With earnings on tap, Microsoft touches $4 trillion again after reaching OpenAI deal

Expedia stock soars 15% as B2B momentum fuels revenue growth

Amazon tops Q2 estimates with $167.7B in revenue, $18.2B in profits; AWS up 17% to $30.9B

Impinj stock surges 20% after Q2 revenue tops estimates at $97.9M

Microsoft beats expectations, reveals Azure revenue for the first time — $75 billion a year

Microsoft stock jumps 6% after topping estimates with $70.1B in revenue, $25.8B in profits

GeekWire Podcast: What Microsoft and Amazon earnings say about the state of AI and the economy

Microsoft beats expectations as quarterly profits rise 20% to nearly $22B

Remitly revenue up 44% to $944M in 2023, with more growth expected this year

Amazon shares rise 6% as cloud and advertising power record Q4 revenue of $170B

Microsoft Azure revenue up 30%, with help from AI, as tech giant beats overall expectations

Zillow Group ‘well positioned to thrive’ despite commissions trial outcome, CEO Rich Barton says

Amazon stock rises after beating Q3 estimates with $143.1B in revenue, $9.9B in profits

Microsoft tops expectations as tech giant looks to AI to fuel growth