# ![@AlphaSenseInc Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1858388203.png) @AlphaSenseInc AlphaSense

Several tech companies have recently reported strong earnings, including $AMD, $NVDA, and $MSFT, which are leaders in AI computing. The demand for AI computing is increasing exponentially, with experts predicting a significant growth in the AI compute TAM. $AMD's CEO, Lisa Su, has stated that the company's AI compute TAM is "going up" and will provide a full picture of the market soon.

### Engagements: [-----] [#](/creator/twitter::1858388203/interactions)
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### Mentions: [--] [#](/creator/twitter::1858388203/posts_active)
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### CreatorRank: [-------] [#](/creator/twitter::1858388203/influencer_rank)
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### Social Influence

**Social category influence**
[stocks](/list/stocks)  80.39% [finance](/list/finance)  39.22% [technology brands](/list/technology-brands)  15.69% [cryptocurrencies](/list/cryptocurrencies)  13.73% [countries](/list/countries)  2.45% [exchanges](/list/exchanges)  1.96% [currencies](/list/currencies)  1.96% [social networks](/list/social-networks)  0.98% [financial services](/list/financial-services)  0.98% [automotive brands](/list/automotive-brands)  0.49%

**Social topic influence**
[strong](/topic/strong) 23.04%, [in the](/topic/in-the) 11.76%, [ceo](/topic/ceo) #3415, [ai](/topic/ai) 10.29%, [share](/topic/share) 9.8%, [cash flow](/topic/cash-flow) #637, [flow](/topic/flow) 8.33%, [growth](/topic/growth) #1941, [eps](/topic/eps) 4.41%, [we are](/topic/we-are) 4.41%

**Top accounts mentioned or mentioned by**
[@rihardjarc](/creator/undefined) [@tseides](/creator/undefined) [@drewcohenmoney](/creator/undefined) [@speedwell_llc](/creator/undefined) [@stoic_point](/creator/undefined) [@dweisburd](/creator/undefined) [@richard_hurtz87](/creator/undefined) [@harrystebbings](/creator/undefined) [@gartnerinc](/creator/undefined) [@prosusforall](/creator/undefined) [@21cshock](/creator/undefined) [@aikaxbt_agent](/creator/undefined) [@mikekuczborski](/creator/undefined) [@andrewrangeley](/creator/undefined) [@michbrophy](/creator/undefined) [@eddiejones26905](/creator/undefined) [@ravelberger](/creator/undefined) [@punkxbt_](/creator/undefined) [@grok](/creator/undefined) [@felixschreibe13](/creator/undefined)

**Top assets mentioned**
[Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/$msft) [2131KOBUSHIDE (21)](/topic/$21) [The 99% Community (99)](/topic/$99) [Sun Token (SUN)](/topic/$sun) [Birkenstock Holding plc (BIRK)](/topic/$birk) [69Coin (69)](/topic/$69) [Mastercard, Inc. (MA)](/topic/$ma) [Western Digital Corp (WDC)](/topic/$wdc) [Yum! Brands, Inc. (YUM)](/topic/$yum) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Snap, Inc. (SNAP)](/topic/$snap) [Metadium (META)](/topic/$meta) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Fastly, Inc. (FSLY)](/topic/$fsly) [Maplebear Inc. (CART)](/topic/$cart) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Advanced Micro Devices (AMD)](/topic/$amd) [T Rowe Price Group Inc (TROW)](/topic/$trow) [Arm Holdings plc (ARM)](/topic/$arm) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [AppLovin Corporation (APP)](/topic/$app) [McDonald's Corp (MCD)](/topic/$mcd) [Orochi Network (ON)](/topic/$on) [Sui Name Service (NS)](/topic/$ns) [PerkinElmer, Inc. (PKI)](/topic/$pki) [Semrush Holdings, Inc. (SEMR)](/topic/$semr) [Born in [--] (19)](/topic/$19) [Adobe, Inc. (ADBE)](/topic/$adbe) [Sprinklr Inc. (CXM)](/topic/$cxm) [NCINO, Inc. (NCNO)](/topic/$ncno) [SailPoint, Inc. (SAIL)](/topic/$sail) [Factset Research Systems, Inc. (FDS)](/topic/$fds) [D R Horton Inc (DHI)](/topic/d-r-horton-inc)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$ON Earnings: - Fourth quarter revenue of $1530 million - Fourth quarter GAAP gross margin and non-GAAP gross margin of 36.0% and 38.2% respectively - Fourth quarter GAAP operating margin and non-GAAP operating margin of 13.1% and 19.8% respectively - Fourth quarter GAAP diluted earnings per share and non-GAAP diluted earnings per share of $0.45 and $0.64 We remained disciplined in our execution and met expectations in the fourth quarter as we saw increasing signs of stabilization in our key markets said Hassane El-Khoury President and CEO onsemi. We continue to invest in intelligent power"  
[X Link](https://x.com/AlphaSenseInc/status/2020970200502268325)  2026-02-09T21:16Z 31.6K followers, [----] engagements


"Sunoco LP to Acquire NuStar Energy L.P. in Transaction Valued at $7.3 Billion "Sunoco LP (NYSE: $SUN) ("Sunoco" or the "Partnership") and NuStar Energy L.P. (NYSE: $NS) ("NuStar") announced today that the parties have entered into a definitive agreement whereby Sunoco will acquire NuStar in an all-equity transaction valued at approximately $7.3 billion including assumed debt.""  
[X Link](https://x.com/AlphaSenseInc/status/1749420502748139631)  2024-01-22T13:15Z 31.6K followers, [----] engagements


"Sunoco LP to Acquire Parkland Corporation in Transaction Valued at $9.1 Billion "Sunoco LP (NYSE: $SUN) (Sunoco or the Partnership) and Parkland Corporation (TSX: $PKI) (Parkland) announced today that the parties have entered into a definitive agreement whereby Sunoco will acquire all outstanding shares of Parkland in a cash and equity transaction valued at approximately $9.1billion including assumed debt. As part of the transaction Sunoco intends to form a new publicly-traded Delaware limited liability company named SUNCorp LLC (SUNCorp). SUNCorp will hold limited partnership units of Sunoco"  
[X Link](https://x.com/AlphaSenseInc/status/1919393551546232861)  2025-05-05T14:07Z 31.6K followers, [----] engagements


"Adobe to Acquire Semrush "Today Adobe (Nasdaq: $ADBE) and Semrush Holdings Inc. (NYSE: $SEMR) announced that they have entered into a definitive agreement under which Adobe will acquire Semrush a leading brand visibility platform in an all-cash transaction for $12.00 per share representing a total equity value of approximately $1.9 billion. Semrush is a powerful partner for marketers looking to manage brand visibility and audience reach through its data-driven generative engine optimization (GEO) and search engine optimization (SEO) solutions. Adobe is leading customer experience"  
[X Link](https://x.com/AlphaSenseInc/status/1991131867102294227)  2025-11-19T13:10Z 31.6K followers, [----] engagements


"$CXM Earnings: - Q3 Total Revenue of $219.1million up 9% year-over-year - GAAP net income per share diluted was $0.01 compared to net income per share diluted of $0.04 in the third quarter of fiscal year [----]. - Non-GAAP net income per share diluted for the third quarter was $0.12 compared to non-GAAP net income per share diluted of $0.10 in the third quarter of fiscal year [----]. - Q3 Subscription Revenue of $190.3million up 5% year-over-year - Q3 net cash provided by operating activities of $20.0million and free cash flow of $15.5million Our Q3 results reflect continued progress in our"  
[X Link](https://x.com/AlphaSenseInc/status/1996195148233928952)  2025-12-03T12:29Z 31.6K followers, [----] engagements


"$NCNO Earnings: - Revenues: Total revenues for the third quarter of fiscal [----] were $152.2 million a 10% increase from $138.8 million in the third quarter of fiscal [----]. Subscription revenues for the third quarter were $133.4 million up from $119.9 million one year ago an increase of 11%. - Net Income (Loss) Attributable to nCino per Share: GAAP net income (loss) attributable to nCino in the third quarter of fiscal [----] was $0.06 per diluted share compared to $(0.05) per basic and diluted share in the third quarter of fiscal [----]. Non-GAAP net income attributable to nCino in the third"  
[X Link](https://x.com/AlphaSenseInc/status/1996326072485634115)  2025-12-03T21:10Z 31.6K followers, [----] engagements


"$SAIL Earnings: - Total ARR was $1040 million an increase of 28% year-over-year. SaaS ARR was $669 million an increase of 38% year-over-year. - Total revenue was $282 million an increase of 20% year-over-year. Subscription revenue was $266 million an increase of 22% year-over-year. - GAAP operating loss was $(42) million or (15)% of revenue compared to $(24) million or (10)% of revenue in fiscal Q3 [----]. Adjusted income from operations was $56 million or 20% of revenue compared to $47 million or 20% of revenue in fiscal Q3 [----]. "Our fiscal third quarter marked a significant milestone for"  
[X Link](https://x.com/AlphaSenseInc/status/1998378088036470899)  2025-12-09T13:03Z 31.5K followers, [----] engagements


"$FDS Earnings: - Q1 GAAP revenues of $607.6 million up 6.9% from Q1 [----]. - Organic ASV was $2389.6 million at November30 [----] up 5.9% year over year. - Q1 GAAP operating margin of 31.6% down approximately [---] bps year over year. - Q1 adjusted operating margin of 36.2% down [---] bps year over year. - Q1 GAAP diluted EPS of $4.06 up 4.4% from the prior year and Q1 adjusted diluted EPS of $4.51 up 3.2% year over year. - FactSet's Board of Directors approved an increase to the existing share repurchase authorization from $400 million to $1 billion. FactSets strong start to the year underscores"  
[X Link](https://x.com/AlphaSenseInc/status/2001627321359344050)  2025-12-18T12:15Z 31.6K followers, [----] engagements


"$BIRK reported strong Q4 [----] results exceeding guidance with 18% constant currency revenue growth driven by robust demand across all segments and channels though the company is moderating growth expectations for fiscal [----] due to production capacity constraints and significant headwinds from foreign exchange and tariffs. - Revenue reached EUR [---] billion for fiscal [----] up 18% in constant currency exceeding the high end of guidance of 15% to 17% - Q4 [----] revenue was EUR [---] million up 20% in constant currency - Sold over [--] million pairs in fiscal [----] up over 12% with ASP up 5% in"  
[X Link](https://x.com/AlphaSenseInc/status/2001684282528419934)  2025-12-18T16:01Z 31.5K followers, [----] engagements


"$DHI Earnings: - Net income attributable to D.R. Horton of $594.8 million or $2.03 per diluted share - Consolidated revenues of $6.9 billion - Home sales revenues of $6.5 billion on [-----] homes closed - Consolidated pre-tax income of $798.1 million with a pre-tax profit margin of 11.6% - Book value per share increased 5% to $82.60 David Auld Executive Chairman said: The D.R. Horton team delivered a solid first quarter. We exceeded the high end of our closings and revenue guidance and leveraged our strong financial position and cash flow generation to return $801.2 million to shareholders"  
[X Link](https://x.com/AlphaSenseInc/status/2013587745600348237)  2026-01-20T12:21Z 31.6K followers, [----] engagements


"$KMI Earnings: - Fourth quarter net income attributable to KMI of $996 million versus $667 million in the fourth quarter of [----]. Adjusted Net Income Attributable to KMI excluding Certain Items primarily from a gain on an asset sale during the fourth quarter of [----] was $866 million 22% higher than the fourth quarter of [----]. - Adjusted EBITDA of $2271 million up 10% versus the fourth quarter of [----]. - Earnings per share (EPS) of $0.45 up 50% versus the fourth quarter of 2024; and Adjusted EPS of $0.39 up 22% versus the fourth quarter of [----]. Few would have predicted that the war in Ukraine"  
[X Link](https://x.com/AlphaSenseInc/status/2014082710143205877)  2026-01-21T21:08Z 31.5K followers, [----] engagements


"$CSX Earnings: - Revenue totaled $3.51 billion for the quarter decreasing 1% year-over-year as the effects of lower merchandise volume and reduced export coal revenue offset higher pricing in merchandise and intermodal an increase in intermodal volume and higher fuel surcharge revenue. - Operating income was $1.11 billion compared to adjusted operating income of $1.21 billion in the prior year. Operating margin was 31.6% compared to operating margin of 31.3% and adjusted operating margin of 34.3% in the fourth quarter of [----]. - EPS was $0.39 compared to adjusted EPS of $0.42 in the prior"  
[X Link](https://x.com/AlphaSenseInc/status/2014444344623722734)  2026-01-22T21:05Z 31.5K followers, [----] engagements


"$COF Earnings: - Net income for the fourth quarter of [----] of $2.1 billion or $3.26 per diluted common share compared with net income of $3.2 billion or $4.83 per diluted common share in the third quarter of [----] and with net income of $1.1 billion or $2.67 per diluted common share in the fourth quarter of [----]. - Adjusted net income for the fourth quarter of [----] was $3.86 per diluted common share. - On January [--] [----] Capital One entered into a definitive agreement to acquire Brex Inc. for $5.15 billion with approximately 50% cash and 50% stock consideration. "Our fourth quarter and full"  
[X Link](https://x.com/AlphaSenseInc/status/2014444985395855561)  2026-01-22T21:08Z 31.5K followers, [----] engagements


"$AA Earnings: - Revenue increased to $3.4 billion a [--] percent increase sequentially - Recorded net income of $226 million or $0.85 per common share - Adjusted net income increased to $335 million or $1.26 per common share - Adjusted EBITDA excluding special items increased $276 million sequentially to $546 million - Generated $537 million in cash from operations a sequential improvement of $452 million - Finished the fourth quarter [----] with a cash balance of $1.6 billion including redemption of the remaining $141 million of outstanding 5.5% Senior Notes due [----] (2027 Notes) Reflecting on"  
[X Link](https://x.com/AlphaSenseInc/status/2014446065098031528)  2026-01-22T21:12Z 31.5K followers, [----] engagements


"$AGNC Earnings: - $0.89 comprehensive income per common share - $0.35 net spread and dollar roll income per common share - $8.88 tangible net book value per common share as of December [--] [----] - 11.6% economic return on tangible common equity for the quarter "The fourth quarter of [----] capped an exceptional year for AGNC shareholders" said Peter Federico the Company's President Chief Executive Officer and Chief Investment Officer. "For the year AGNC generated an impressive economic return on tangible common equity of 22.7%. Even more noteworthy AGNC's total stock return in [----] was 34.8% with"  
[X Link](https://x.com/AlphaSenseInc/status/2015894159811395958)  2026-01-26T21:06Z 31.5K followers, [----] engagements


"$AAL Earnings: - Record fourth-quarter revenue of $14.0 billion and record full-year revenue of $54.6 billion - The government shutdown negatively impacted revenue in the fourth quarter by approximately $325 million - Fourth-quarter and full-year GAAP net income of $99 million and $111 million or $0.15 and $0.17 per diluted share respectively - Excluding net special items fourth-quarter and full-year net income of $106 million and $237 million or $0.16 and $0.36 per diluted share respectively - Full-year [----] adjusted EPS3 expected to be between $1.70 and $2.70 American Airlines is positioned"  
[X Link](https://x.com/AlphaSenseInc/status/2016120223972171848)  2026-01-27T12:04Z 31.5K followers, [----] engagements


"$BA Earnings: - Revenue increased to $23.9 billion primarily reflecting [---] commercial deliveries - GAAP earnings per share of $10.23 and core earnings per share (non-GAAP) of $9.92 primarily reflect a $9.6 billion gain on sale associated with closing the Digital Aviation Solutions transaction which increased earnings per share by $11.83. - Earnings reflects $9.6 billion gain on sale associated with closing the Digital Aviation Solutions transaction - Operating cash flow of $1.3 billion and free cash flow (non-GAAP) of $0.4 billion - Acquired Spirit AeroSystems in December underscoring"  
[X Link](https://x.com/AlphaSenseInc/status/2016127050126356481)  2026-01-27T12:32Z 31.5K followers, [----] engagements


"$TXN Earnings: - Revenue: $4.4 billion - EPS: $1.27 - First quarter outlook is for revenue in the range of $4.32 billion to $4.68 billion and earnings per share between $1.22 and $1.48"  
[X Link](https://x.com/AlphaSenseInc/status/2016256818280870372)  2026-01-27T21:07Z 31.5K followers, [----] engagements


"$STX Earnings: - Revenue of $2.83 billion - GAAP gross margin of 41.6%; non-GAAP gross margin of 42.2% - GAAP diluted earnings per share (EPS) of $2.60; non-GAAP diluted EPS of $3.11 - Cash flow from operations of $723 million and free cash flow of $607 million "Seagates December quarter results exceeded our expectations on both the top and bottom line setting new records for gross margin operating margin and non-GAAP EPS. This performance highlights our teams strong operational execution the durability of data center demand and the ongoing ramp of our HAMR-based Mozaic products said Dave"  
[X Link](https://x.com/AlphaSenseInc/status/2016257268543574112)  2026-01-27T21:09Z 31.6K followers, [----] engagements


"$PPG Earnings: - Net sales of $3.9 billion - Organic sales growth of 3% year over year due to higher selling prices and sales volume growth in all regions - Reported earnings per diluted share (EPS) of $1.34 and adjusted EPS of $1.51 Tim Knavish PPG chairman and chief executive officer commented on the quarter and year: "In the fourth quarter we accelerated our growth momentum by delivering 3% growth in organic sales our highest performance in any quarter this year with contributions from sales volume and selling prices and all regions delivering sales volume growth. Results for our Global"  
[X Link](https://x.com/AlphaSenseInc/status/2016259380753375276)  2026-01-27T21:17Z 31.6K followers, [----] engagements


"$LOGI delivered strong Q3 fiscal [----] results with record non-GAAP operating income and earnings per share driven by superior product innovation B2B expansion and operational excellence. The company navigated a challenging tariff environment while maintaining margin expansion and demonstrated resilience across regions and product categories. - Net sales reached $1.4 billion up 4% year-over-year in constant currency representing the eighth consecutive quarter of top-line growth. - Non-GAAP operating income reached $312 million reflecting a 17% year-over-year increase alongside a [---] basis"  
[X Link](https://x.com/AlphaSenseInc/status/2016286079754637720)  2026-01-27T23:03Z 31.6K followers, [----] engagements


"$T Earnings: - Revenues of $33.5 billion - Diluted EPS of $0.53 versus $0.56 in the year-ago quarter; adjusted EPS of $0.52 versus $0.43 in the year-ago quarter - Operating income of $5.8 billion; adjusted operating income of $6.1 billion - Net income of $4.2 billion; adjusted EBITDA of $11.2 billion "We achieved or surpassed all of our consolidated full-year guidance for 2025" said John Stankey AT&T Chairman and CEO. "With new investments in spectrum and fiber we're set to win more customers in more categories and geographies across the U.S. Backed by the best assets in the industry we are"  
[X Link](https://x.com/AlphaSenseInc/status/2016479968344072356)  2026-01-28T11:54Z 31.5K followers, [----] engagements


"$ELV Earnings: - 4Q [----] operating revenue of $49.3 billion; FY [----] of $197.6 billion - 4Q [----] diluted EPS of $2.47; adjusted diluted EPS2 of $3.33 "Elevance Health delivered fourth quarter results in line with our outlook reflecting disciplined execution in a dynamic environment. As we enter [----] our focus is on advancing affordability and making healthcare easier to access and navigate for the members we serve. Through pricing discipline and targeted investments we are strengthening the earnings power of our diversified platform and remain confident in our ability to return to at least"  
[X Link](https://x.com/AlphaSenseInc/status/2016480228143448517)  2026-01-28T11:55Z 31.6K followers, [----] engagements


"$DHR Earnings: - Net earnings were $1.2 billion or $1.66 per diluted common share. - Non-GAAP adjusted diluted net earnings per common share grew 4.0% to $2.23. - Revenues increased 4.5% year-over-year to $6.8 billion and non-GAAP core revenue increased 2.5% year-over-year. - Operating cash flow was $2.1 billion and non-GAAP free cash flow was $1.8 billion. Rainer M. Blair President and Chief Executive Officer stated "We delivered a strong finish to the year with better-than-expected performance across our portfolio. We were particularly encouraged by continued strength in our bioprocessing"  
[X Link](https://x.com/AlphaSenseInc/status/2016480392090415383)  2026-01-28T11:56Z 31.6K followers, [----] engagements


"$ADP Earnings: - Revenues increased 6% compared to last year's second quarter to $5.4 billion; 5% organic constant currency - Diluted earnings per share ("EPS") increased 11% to $2.62; adjusted diluted EPS increased 11% to $2.62 - Net earnings increased 10% to $1.1 billion and adjusted net earnings increased 10% to $1.1 billion - Adjusted EBIT increased 10% to $1.4 billion and adjusted EBIT margin increased [--] basis points to 26.0% - Raising full year guidance for revenue and adjusted diluted EPS growth ADP's strong second quarter results reflect the breadth of our innovative products"  
[X Link](https://x.com/AlphaSenseInc/status/2016482670687994247)  2026-01-28T12:05Z 31.6K followers, [----] engagements


"$GD Earnings: - Fourth-quarter net earnings of $1.1 billion diluted EPS of $4.17 on $14.4 billion in revenue - Full-year net earnings of $4.2 billion diluted EPS of $15.45 on $52.6 billion in revenue - Book-to-bill of 1.6x in the quarter and 1.5x for the full year ending the year with $118 billion in backlog "Wehadasolidfourthquarter cappingoffayearthatsawgrowth inrevenueandearningsinallfoursegmentscoupled withan impressive 30% growth in company-wide backlog" said Phebe N. Novakovic chairman and chief executive officer. "As we focus on execution of programs for our customers we are also"  
[X Link](https://x.com/AlphaSenseInc/status/2016486689800094048)  2026-01-28T12:21Z 31.5K followers, [----] engagements


"$SBUX Earnings: - Global comparable store sales increased 4% driven by a 3% increase in comparable transactions and a 1% increase in average ticket - GAAP earnings per share of $0.26 declined 62% over prior year - Non-GAAP earnings per share of $0.56 declined 19% over prior year including on a constant currency basis - Consolidated net revenues increased 6% to $9.9 billion or a 5% increase on a constant currency basis - GAAP operating margin contracted [---] basis points year-over-year to 9.0% primarily driven by labor investments in support of Back to Starbucks and inflationary pressures"  
[X Link](https://x.com/AlphaSenseInc/status/2016493922646712453)  2026-01-28T12:49Z 31.5K followers, [----] engagements


"$LVS reported exceptional Q4 [----] results driven by record performance at Marina Bay Sands in Singapore while Macao operations faced margin pressures despite revenue growth. Management emphasized strategic investments in premium customer segments capital returns to shareholders and optimism about sustained growth momentum in Singapore though acknowledged challenges in Macao's base mass market recovery. - Marina Bay Sands delivered EBITDA of $806 million in Q4 [----] described as "the greatest quarter in the history of casino hotels." - Macao delivered $608 million of EBITDA for the quarter with"  
[X Link](https://x.com/AlphaSenseInc/status/2016643852971499691)  2026-01-28T22:45Z 31.6K followers, [----] engagements


"$IBM delivered strong [----] results with 6% revenue growth and $14.7 billion in free cash flow demonstrating successful execution of its software-led hybrid cloud and AI platform strategy. The company is guiding for 5% plus revenue growth in [----] with continued free cash flow expansion supported by accelerating software growth robust Gen AI adoption and strategic acquisitions. - Total revenue growth of 6% in [----] the highest level in many years with 9% growth in Q4 the highest in over [--] years. - Software revenue grew 9% in [----] the highest annual growth rate in history with [--] of [--] software"  
[X Link](https://x.com/AlphaSenseInc/status/2016665940079898934)  2026-01-29T00:13Z 31.5K followers, [----] engagements


"$DOW Earnings: - Net sales were $9.5 billion down 9% year-over-year reflecting declines in all operating segments. Sequentially net sales were down 5% led by local price and volume declines from normal seasonality. - GAAP loss per share was $2.15; operating earnings per share (EPS) was a loss of $0.34 compared to $0.00 in the year-ago period and a loss of $0.19 in the prior quarter. Op. EPS excludes significant items totaling $1.81 per share led by impairment charges associated with the Polyurethanes & Construction Chemicals business and non-cash pension settlement charges. "Dow's self-help"  
[X Link](https://x.com/AlphaSenseInc/status/2016841561099681900)  2026-01-29T11:51Z 31.6K followers, [----] engagements


"$HON Earnings: - Fourth Quarter Sales of $9.8 Billion Up 6% Adjusted Sales of $10.1 Billion Up 10% Up 11% Organic - Fourth Quarter GAAP Earnings Per Share (EPS) of $0.49 and Adjusted EPS of $2.59 - Fourth Quarter Orders Up 23% Organically Driving Backlog to Over $37 Billion "We concluded [----] with strong results that exceeded the high end of our guidance for adjusted sales and adjusted EPS. Orders grew 23% stemming from robust demand in the Aerospace Technologies and Energy and Sustainability Solutions segments including from our LNG acquisition that closed last year. As a result we exited"  
[X Link](https://x.com/AlphaSenseInc/status/2016841773205573689)  2026-01-29T11:52Z 31.6K followers, [----] engagements


"$LUV Earnings: - Record quarterly and full year operating revenues of $7.4 billion and $28.1 billion respectively - Fourth quarter and full year net income of $323 million and $441 million or $0.61 and $0.79 per diluted share respectively - Fourth quarter and full year adjusted net income of $301 million and $512 million or $0.58 and $0.93 per diluted share respectively - Fourth quarter and full year adjusted EBIT of $386 million and $574 million respectively "Southwest closed [----] with strong momentum. Last year we implemented the most ambitious transformation in Company history including"  
[X Link](https://x.com/AlphaSenseInc/status/2016842389109776443)  2026-01-29T11:54Z 31.5K followers, [----] engagements


"$CMCSA Earnings: - Generated Consolidated Adjusted EBITDA of $7.9 Billion in the Fourth Quarter and $37.4 Billion for the Full Year - Adjusted EPS of $0.84 in the Fourth Quarter and $4.31 for the Full Year; and Free Cash Flow of $4.4 Billion in the Fourth Quarter and $19.2 Billion for the Full Year "2025 was a year of meaningful progress as we made decisive changes to position the company for long-term sustainable growth" said co-CEOs Brian L. Roberts and Mike Cavanagh. "It was also our best year ever in wireless with [---] million net line additions and more than [--] million total lines clear"  
[X Link](https://x.com/AlphaSenseInc/status/2016847866967232628)  2026-01-29T12:16Z 31.5K followers, [----] engagements


"$LHX Earnings: - Revenue of $5.6 billion up 2% versus prior year 6% organically - Operating margin of 7.0%; Adjusted segment operating margin of 15.7% - Diluted EPS of $1.59; Non-GAAP diluted EPS of $2.86 [----] was a clear inflection point for L3Harris. Our portfolio is directly aligned with the most critical national and global defense priorities which drove record orders and strong organic growth margins and cash flow. Throughout the year we saw customers move with greater urgency and our investments and agility allowed us to deliver on their missions with speed and scale said Christopher"  
[X Link](https://x.com/AlphaSenseInc/status/2016848475414012179)  2026-01-29T12:18Z 31.6K followers, [----] engagements


"$RCL Earnings: - Net Income for the fourth quarter of [----] was $0.8 billion or $2.76 per share compared to Net Income of $0.6 billion or $2.02 per share for the same period in the prior year. - Adjusted Net Income was $0.8 billion or $2.80 per share for the fourth quarter of [----] compared to Adjusted Net Income of $0.4 billion or $1.63 per share for the same period in the prior year. - The company also reported total revenues of $4.3 billion and Adjusted EBITDA of $1.5 billion. "2025 was an outstanding year and the momentum is further accelerating into 2026" said Jason Liberty Chairman and"  
[X Link](https://x.com/AlphaSenseInc/status/2016849120279822372)  2026-01-29T12:21Z 31.6K followers, [----] engagements


"$MA Earnings: - Fourth quarter net income of $4.1 billion and diluted earnings per share (EPS) of $4.52 - Fourth quarter adjusted net income of $4.3 billion and adjusted diluted EPS of $4.76 - Fourth quarter net revenue of $8.8 billion an increase of 18% or 15% on a currency-neutral basis - Fourth quarter gross dollar volume up 7% and purchase volume up 9% on a local currency basis [----] was another strong year for Mastercard with net revenue up 16% year-over-year or 15% on a currencyneutral basis. We're executing and winning with programs like the Apple Card and robust growth in valueadded"  
[X Link](https://x.com/AlphaSenseInc/status/2016859693163897008)  2026-01-29T13:03Z 31.6K followers, [----] engagements


"$V Earnings: - GAAP net income of $5.9B or $3.03 per share and non-GAAP net income of $6.1B or $3.17 per share - Net revenue of $10.9B an increase of 15% or 13% on a constant-dollar basis - Growth in payments volume cross-border volume and processed transactions was strong - Share repurchases and dividends of $5.1B "Visa delivered a very strong fiscal first quarter with net revenue up 15% yearover-year GAAP EPS up 17% and non-GAAP EPS up 15% driven by resilient consumer spending and a strong holiday season as well as continued strength in value-added services and commercial and money movement"  
[X Link](https://x.com/AlphaSenseInc/status/2016981491306422413)  2026-01-29T21:07Z 31.5K followers, [----] engagements


"$WDC Earnings: - Revenue of $3.02 billion up 25% year over year - GAAP gross margin of 45.7%; non-GAAP gross margin of 46.1% - GAAP diluted EPS of $4.73; non-GAAP diluted EPS of $2.13 - Cash flow from operations of $745 million; free cash flow of $653 million - Q3FY26 revenue expected to be up approximately 40% year over year at mid-point Western Digitals strong performance this quarter reflects our disciplined execution to meet demand in the AI-driven data economy and the confidence our customers place in our ability to deliver reliable high-capacity HDDs at scale said Irving Tan CEO of"  
[X Link](https://x.com/AlphaSenseInc/status/2016982531690881484)  2026-01-29T21:11Z 31.5K followers, [----] engagements


"$DECK Earnings: - Third Quarter FY [----] Revenue Increased 7% to a Record $1.96 Billion - Third Quarter FY [----] Diluted EPS Increased 11% to a Record $3.33 - HOKA brand net sales increased 18.5% to $628.9 million compared to $530.9 million. - UGG brand net sales increased 4.9% to $1.305 billion compared to $1.244 billion. - Other brands net sales decreased 55.5% to $23.2 million compared to $52.1 million. - Wholesale net sales increased 6.0% to $864.6 million compared to $815.8 million. - DTC net sales increased 8.1% to $1.093 billion compared to $1.011 billion. DTC comparable net sales"  
[X Link](https://x.com/AlphaSenseInc/status/2016982859727183953)  2026-01-29T21:12Z 31.5K followers, [----] engagements


"$KLAC Earnings: - Total revenues were $3.30 billion above the midpoint of the guidance range of $3.225 billion +/- $150 million - GAAP diluted EPS was $8.68 and non-GAAP diluted EPS was $8.85 both above the midpoints of the respective guidance ranges - Cash flow from operating activities for the quarter and last twelve months were $1.37 billion and $4.77 billion respectively and free cash flow was $1.26 billion and $4.38 billion KLA delivered a record quarter and calendar [----] for revenue non-GAAP operating income and free cash flow generation. This performance was fueled by our"  
[X Link](https://x.com/AlphaSenseInc/status/2016984769402216784)  2026-01-29T21:20Z 31.5K followers, [----] engagements


"$WDC CFO says gross margins are expanding thanks to strong pricing a highercapacity mix and meaningful cost reductions driving incremental margins around 75% with confidence in continued improvement ahead: "I'm really happy with what's going on with the gross margin. We delivered 46.1% gross margin up [---] basis points quarter-over-quarter up [---] basis points year-over-year. And we are guiding to 47% 48% so 47.5% at the midpoint which is up [---] basis points on a year-over-year basis. And Aaron I think your math is working. The incremental gross margin is on or about 75% depending on how you"  
[X Link](https://x.com/AlphaSenseInc/status/2017026030716805609)  2026-01-30T00:04Z 31.5K followers, [----] engagements


"$AXP Earnings: - Fourth-quarter consolidated total revenues net of interest expense were $19.0 billion up [--] percent year-over-year or [--] percent on an FX-adjusted basis. The increase was primarily driven by higher Card Member spending increased net interest income supported by growth in revolving loan balances and strong card fee growth. - Consolidated provisions for credit losses were $1.4 billion compared with $1.3 billion a year ago. The increase reflected higher net write-offs partially offset by a lower net reserve build compared to the prior year. The fourth-quarter net write-off rate"  
[X Link](https://x.com/AlphaSenseInc/status/2017207628393296154)  2026-01-30T12:05Z 31.5K followers, [----] engagements


"$VZ reported strong Q4 [----] operational momentum with record quarterly net adds announced a transformative cost restructuring plan targeting $5 billion in annual OpEx savings completed the Frontier acquisition to expand fiber footprint and provided [----] guidance reflecting accelerated growth in postpaid phone net adds and free cash flow while maintaining disciplined capital allocation and dividend increases. - Full year [----] adjusted EBITDA was $50 billion an increase of $1.2 billion or 2.5% from the prior year and within guided range. - Q4 [----] postpaid phone net adds were [------] the best"  
[X Link](https://x.com/AlphaSenseInc/status/2017243822846103827)  2026-01-30T14:29Z 31.5K followers, [----] engagements


"$REGN delivered solid Q4 [----] results with 3% year-over-year revenue growth driven by double-digit sales increases in key products while advancing an ambitious pipeline with multiple late-stage programs expected to generate clinical data across oncology hematology complement-mediated diseases and obesity positioning the company for significant near-term regulatory milestones and long-term growth opportunities. - Q4 [----] total revenues reached $3.9 billion growing 3% year-over-year driven by higher collaboration revenue from strong global Dupixent sales growth continued growth in EYLEA HD and"  
[X Link](https://x.com/AlphaSenseInc/status/2017253941369569635)  2026-01-30T15:09Z 31.5K followers, [----] engagements


"$DIS Earnings: - Revenues increased 5% for the quarter to $26.0 billion from $24.7 billion in Q1 fiscal [----]. - Diluted earnings per share (EPS) for Q1 decreased to $1.34 from $1.40 in Q1 fiscal [----]. Adjusted EPS for Q1 decreased to $1.63 from $1.76 in Q1 fiscal [----]. - Income before income taxes for Q1 of $3.7 billion was comparable to Q1 fiscal [----]. - Total segment operating income decreased 9% for the quarter to $4.6 billion from $5.1 billion in Q1 fiscal [----]. We are pleased with the start to our fiscal year and our achievements reflect the tremendous progress weve made said Robert A."  
[X Link](https://x.com/AlphaSenseInc/status/2018291081821950351)  2026-02-02T11:51Z 31.6K followers, [----] engagements


"$IDXX Earnings: - Revenues of $1091 million for the fourth quarter of [----] an increase of 14% compared to the prior year period as reported and 12% on an organic basis driven by Companion Animal Group ("CAG") growth of 15% as reported and 13% organic and Water revenue growth of 12% as reported and 10% organic. - EPS of $3.08 an increase of 18% as reported and 17% on a comparable basis supported by operating margin expansion of [---] basis points as reported and [---] basis points on a comparable basis. - Provides initial outlook for [----] revenue guidance range of $4632 million - $4720 million"  
[X Link](https://x.com/AlphaSenseInc/status/2018291416095485981)  2026-02-02T11:52Z 31.6K followers, [----] engagements


"$RVTY Earnings: - Fourth quarter revenue of $772 million; 6% revenue growth; 4% organic growth - Fourth quarter GAAP EPS of $0.87; Adjusted EPS from continuing operations of $1.70 "We finished [----] on a strong note by delivering results that were solidly ahead of our expectations" said Prahlad Singh president and chief executive officer of Revvity. "Our portfolio transformation over the past few years positions us well to capitalize on improving end market conditions and deliver differentiated results in the years to come.""  
[X Link](https://x.com/AlphaSenseInc/status/2018292038656037275)  2026-02-02T11:54Z 31.5K followers, [----] engagements


"Venezuela holds some of the worlds largest oil reserves but politics governance and market realities have kept them off the global supply map. If production ever comes back in a meaningful way it will reshape capital flows OPEC+ dynamics and medium-term oil price expectations. Join industry experts Doug Garber Paul Sankey and Xavier S. for a roundtable on what would actually need to change for a Venezuelan energy resurgence and what it would mean for the global oil balance."  
[X Link](https://x.com/AlphaSenseInc/status/2018322764256723313)  2026-02-02T13:57Z 31.5K followers, [----] engagements


"$WWD Earnings: - Net sales: $996 million - EPS: $2.17 - Net earnings: $134 "We delivered strong first quarter [----] performance that exceeded our expectations said Chip Blankenship Chairman and Chief Executive Officer. Year-over-year growth was broad-based across both segments and reflected strong demand and disciplined execution by our global teams. In Aerospace margin expansion was driven by higher mix of commercial services activity and robust defense OEM demand. Industrial performance was driven by strength in power generation transportation and oil and gas. Our focus on operational"  
[X Link](https://x.com/AlphaSenseInc/status/2018430715034251576)  2026-02-02T21:05Z 31.5K followers, [----] engagements


"$FN Earnings: - Revenue for the second quarter of fiscal year [----] was $1132.9 million compared to $833.6 million for the second quarter of fiscal year [----]. - Non-GAAP net income for the second quarter of fiscal year [----] was $121.6 million compared to $95.1 million for the second quarter of fiscal year [----]. - Non-GAAP net income per diluted share for the second quarter of fiscal year [----] was $3.36 compared to $2.61 for the second quarter of fiscal year [----]. Seamus Grady Chairman and Chief Executive Officer of Fabrinet said We delivered an exceptional second quarter with record revenue"  
[X Link](https://x.com/AlphaSenseInc/status/2018434398740267269)  2026-02-02T21:20Z 31.6K followers, [----] engagements


"$NXPI Earnings: - Fourth quarter revenue was $3.34 billion up [--] percent year-on-year. Full-year revenue was $12.27 billion down [--] percent year-on-year - Fourth quarter GAAP gross margin was [----] percent GAAP operating margin was [----] percent and GAAP diluted Net Income per Share was $1.79. Full year GAAP gross margin was [----] percent GAAP operating margin was [----] percent and GAAP diluted Net Income per Share was $7.95 - Fourth quarter Non-GAAP gross margin was [----] percent non-GAAP operating margin was [----] percent and non-GAAP diluted Net Income per Share was $3.35. Full-year Non-GAAP gross"  
[X Link](https://x.com/AlphaSenseInc/status/2018436292183200101)  2026-02-02T21:28Z 31.6K followers, [----] engagements


"$IT Earnings: - Revenues: $1.8 billion +2% as reported and unchanged FX neutral. - Net income: $242 million -39%; adjusted EBITDA: $436 million +5% as reported +1% FX neutral. - Diluted EPS: $3.36 -34%; adjusted EPS: $3.94 -28%. - Operating cash flow: $295 million -12%; free cash flow: $271 million -13%. - Board of Directors increased the share repurchase authorization by $500 million in January [----]. Gene Hall Gartners Chairman and Chief Executive Officer commented Fourth quarter financial results were ahead of expectations. We repurchased $2 billion of Gartner stock in [----]. Over the past"  
[X Link](https://x.com/AlphaSenseInc/status/2018650530772312373)  2026-02-03T11:39Z 31.6K followers, [----] engagements


"$MRK Earnings: - Fourth-Quarter Worldwide Sales Were $16.4 Billion (5% Growth; 4% Growth ex-FX) - Fourth-Quarter GAAP EPS Was $1.19; Non-GAAP EPS Was $2.04; GAAP and Non-GAAP EPS Include a Charge of $0.05 per Share for the Acquisition of MK-8690 Sole Global Rights - Full-Year Worldwide Sales Were $65.0 Billion (1% Growth; 2% Growth ex-FX) "In [----] we continued to advance leading-edge science to deliver transformative medicines and vaccines that are improving health outcomes for patients around the world said Robert M. Davis chairman and chief executive officer. "Our business benefited from"  
[X Link](https://x.com/AlphaSenseInc/status/2018650737266278848)  2026-02-03T11:40Z 31.6K followers, [----] engagements


"$PEP Earnings: - EPS: $2.26 - Revenue: $29.34 billion PepsiCos fourth quarter results reflected a sequential acceleration in reported and organic revenue growth with improvements in both the North America and International businesses. Accelerated net revenue growth and strong productivity savings led to strong operating margin expansion and double-digit EPS growth in the fourth quarter said Chairman and CEO Ramon Laguarta. Laguarta continued For fiscal [----] we aim to accelerate growth by restaging large global brands introducing an expansive set of product innovation in emerging and"  
[X Link](https://x.com/AlphaSenseInc/status/2018651482485088375)  2026-02-03T11:43Z 31.6K followers, [----] engagements


"$PFE Earnings: - Fourth-Quarter [----] Revenues of $17.6 Billion Representing a 3% Year-over-Year Operational Decline - Fourth-Quarter [----] Reported Diluted Loss Per Share (LPS) of $(0.29) and Adjusted Diluted EPS of $0.66 Dr. Albert Bourla Chairman and CEO of Pfizer: With excellent execution in [----] we delivered a solid financial performance and strengthened Pfizers foundation for future growth. Looking ahead [----] will be an important year rich in key catalysts including our expectation for approximately [--] key pivotal study starts and continued strategic investment to maximize our"  
[X Link](https://x.com/AlphaSenseInc/status/2018653779550220369)  2026-02-03T11:52Z 31.6K followers, [----] engagements


"Former $AMZN employee explains why $AMZN and $GOOGL cooperation marks a turning point in multicloud ( $MSFT ): - The expert views the announcement of collaboration between AWS and GCP as an important milestone in multicloud strategy because it formally makes it easier for customers to run workloads across AWS and GCP with less friction better interoperability and fewer architectural compromises which is a meaningful shift especially for AWS given its historical focus on lock-in. - The expert emphasizes that $AMZN did not move toward multicloud to give up its competitive advantage but because"  
[X Link](https://x.com/AlphaSenseInc/status/2018700000629530922)  2026-02-03T14:56Z 31.6K followers, 10.5K engagements


"$EA Earnings: - Net bookings for the quarter totaled $3.046 billion up 38% year-over-year. - Net revenue was $1.901 billion for the quarter. - Net cash provided by operating activities was $1.826 billion for the quarter and $2.522 billion for the trailing twelve months. https://research.alpha-sense.comdocid=0000712515-26-000012&utm_source=alphasense%20platform&utm_medium=document%20share&utm_content=0000712515-26-000012&utm_campaign=1770152914726"  
[X Link](https://x.com/AlphaSenseInc/status/2018793960882176315)  2026-02-03T21:09Z 31.6K followers, [----] engagements


"$LUMN Earnings: - Revenues of $3.041 billion for the fourth quarter [----] - Reported Net Cash Provided by Operating Activities of $562 million for the fourth quarter [----] compared to Net Cash Provided by Operating Activities for the fourth quarter [----] of $688 million - Generated Free Cash Flow of $(765) million for the fourth quarter [----] excluding cash paid for Special Items of $317 million compared to Free Cash Flow of $(174) million for the fourth quarter [----] excluding cash paid for Special Items of $53 million The combination of a solid fourth quarter and the close of the AT&T"  
[X Link](https://x.com/AlphaSenseInc/status/2018794550597165389)  2026-02-03T21:11Z 31.6K followers, [----] engagements


"$TTWO Earnings: - Total Net Bookings grew 28% to $1.76 billion compared to $1.37 billion during last years fiscal third quarter. - GAAP net revenue was $1.70 billion compared to $1.36 billion in last years fiscal third quarter. Strauss Zelnick Chairman and CEO of Take-Two Interactive stated: Our outstanding third quarter results reflect outperformance from all of our labels and we are once again raising our Net Bookings outlook for Fiscal [----]. With ongoing momentum across many of our businesses and the highly anticipated launch of Grand Theft Auto VI on November 19th we continue to project"  
[X Link](https://x.com/AlphaSenseInc/status/2018795017523937496)  2026-02-03T21:13Z 31.6K followers, [----] engagements


"$LLY Earnings: - Revenue in Q4 [----] increased 43% to $19.3 billion driven by volume growth from Mounjaro and Zepbound. - Q4 [----] EPS increased by 51% to $7.39 on a reported basis and increased by 42% to $7.54 on a non-GAAP basis both inclusive of $0.52 of acquired IPR&D charges. - Gross margin increased 43% to $15.9 billion in Q4 [----]. - [----] guidance issued with revenue in the range of $80 billion to $83 billion and non-GAAP EPS in the range of $33.50 to $35.00. "2025 was an important year for Lilly" said David A. Ricks Lilly's chair and CEO. "We reached millions more patientslaunching"  
[X Link](https://x.com/AlphaSenseInc/status/2019016201444229139)  2026-02-04T11:52Z 31.6K followers, [----] engagements


"$CTSH Earnings: - Fourth quarter revenue of $5.3 billion increased 4.9% year-over-year or 3.8% in constant currency - Full-year revenue of $21.1 billion increased 7.0% year-over-year or 6.4% in constant currency "I am deeply grateful to our over [------] employees who helped make [----] a defining year for Cognizant in which we put our AI builder strategy in motion and returned to the 'winner's circle' two years ahead of the target we set at our Investor Day" said Ravi Kumar S Chief Executive Officer. "We have invested in our talent strengthened our partnership ecosystem and advanced our AI"  
[X Link](https://x.com/AlphaSenseInc/status/2019016476347232704)  2026-02-04T11:53Z 31.6K followers, [----] engagements


"$YUM Earnings: - Fourth-quarter GAAP operating profit grew 12% and fourth-quarter Core Operating Profit excluding the lap of the 53rd week grew 11%. Fourth-quarter GAAP EPS was $1.91 and EPS excluding Special Items was $1.73. - Full-year GAAP operating profit grew 7% and full-year Core Operating Profit excluding the lap of the 53rd week grew 7%. Full-year GAAP EPS was $5.55 and EPS excluding Special Items was $6.05 an increase of 10%. - Fourth-quarter Worldwide system sales grew 5% excluding foreign currency translation and excluding lapping the 53rd week led by Taco Bell at 8% and KFC at 6%."  
[X Link](https://x.com/AlphaSenseInc/status/2019019420358586443)  2026-02-04T12:05Z 31.6K followers, [----] engagements


"$JCI Earnings: - Q1 GAAP EPS of $0.90; Q1 Adjusted EPS of $0.89 - Q1 Orders +39% organically year-over-year - Q1 sales increased 7% to $5.8 billion and organic sales increased 6%. "Johnson Controls delivered a strong start to the year with solid revenue growth meaningful margin expansion and adjusted EPS up nearly 40% reflecting improving execution across the enterprise" said Joakim Weidemanis CEO. "Our nearly 40% order growth highlights strong customer demand in our core end markets where our technology leadership and enviable field presence continues to differentiate us. As we deploy our"  
[X Link](https://x.com/AlphaSenseInc/status/2019022622885871631)  2026-02-04T12:17Z 31.6K followers, [----] engagements


"$QCOM Earnings: - Record Revenues: $12.3 billion - GAAP EPS: $2.78 Non-GAAP EPS: $3.50 We are pleased to deliver strong quarterly results with record total company revenues said Cristiano Amon President and CEO of Qualcomm Incorporated. Our momentum across personal industrial and physical AI is growing as evidenced by recent product announcements at CES and customer traction. While our near-term handsets outlook is impacted by industry-wide memory supply constraints we are encouraged by end-consumer demand for premium and high tier smartphones and remain on track to achieve our fiscal 2029"  
[X Link](https://x.com/AlphaSenseInc/status/2019154696976437613)  2026-02-04T21:02Z 31.5K followers, [----] engagements


"$GOOGL Earnings: - Consolidated Alphabet revenues increased 18% or 17% in constant currency to $113.8 billion reflecting strong momentum across the business and acceleration in growth in both Google Services and Google Cloud. - Google Services revenues increased 14% to $95.9 billion led by 17% growth in Google Search & other 17% in Google subscriptions platforms and devices and 9% in YouTube ads. - YouTube revenue across ads and subscriptions exceeded $60billion for the full year [----]. - Google Cloud saw a continued increase in customer demand as revenues increased 48% to $17.7 billion led by"  
[X Link](https://x.com/AlphaSenseInc/status/2019154966196416969)  2026-02-04T21:03Z 31.5K followers, [----] engagements


"$QCOM CEO says handset softness is entirely due to limited DRAM supply as OEMs scale production to the memory they can secure not because of weak demand: "it's 100% related to memory. Actually I'll say the macroeconomic indicators has been strong. We look at the handset demand has been strong. I think because of our licensing business we have -- we have a good understanding of the overall demand we look at sell-through data also very strong. But unfortunately I think what we saw in Q1 as regard to Q2 is 100% size by the availability of memory. So as you all know as all the indication shows"  
[X Link](https://x.com/AlphaSenseInc/status/2019196400362295405)  2026-02-04T23:48Z 31.6K followers, [----] engagements


"$SNAP CEO Evan Spiegel says ad momentum is being fueled by fastgrowing SMB and midmarket advertisers even as largecustomer softness lingers and notes that the Q1 outlook assumes a steady macro environment: "On the ad side the biggest focus is continuing to generate additional demand by demonstrating the strong performance of the Ad Platform. So at the top of that we're seeing really strong growth in active advertisers. They were up 28% year-over-year in Q4 as we continue to invest and scale our SMB go-to-market operations. And that's something you're going to see us build on into [----]. That's"  
[X Link](https://x.com/AlphaSenseInc/status/2019197237629251956)  2026-02-04T23:51Z 31.5K followers, [----] engagements


"$PTON Earnings: - Total Revenue was $657 million a decrease of $17 million or 3% year-over-year and $8 million below our guidance range primarily driven by lower-than-expected Connected Fitness Product sales to existing Members. - GAAP Net loss was $39 million. Adjusted EBITDA* was $81 million an increase of $23 million or 39% year-over-year and $6 million above the high end of our guidance range. - Total Gross Margin was 50.5% an increase of [---] bps year-over-year and [---] bps above our guidance. - Ending Paid Connected Fitness Subscriptions were [-----] million a decrease of [------] or 7%"  
[X Link](https://x.com/AlphaSenseInc/status/2019386217301774831)  2026-02-05T12:22Z 31.6K followers, [----] engagements


"Former $AMZN employee explains why $AMZN remains structurally advantaged amid the emergence of shopping agents ( $GOOGL $META ): - Expert emphasizes that agentic commerce could create real disruption for traditional advertising especially in impression formats because agents reduce discovery touchpoints by shortlisting options upstream naturally compressing value in the classic consideration and awareness stages. However he argues this does not mean value disappears but rather shifts toward platforms that control intent signals product data trust pricing and fulfillment reliability. -"  
[X Link](https://x.com/AlphaSenseInc/status/2019429010149687512)  2026-02-05T15:12Z 31.5K followers, [----] engagements


"$MSTR Earnings: - [------] bitcoin holdings at a total cost of $54.26 billion or $76052 per bitcoin - 22.8% BTC Yield achieved in FY2025 - Total revenues for the fourth quarter of [----] were $123.0 million a 1.9% increase year-over-year compared to the fourth quarter of [----]. - Subscription Services Revenues for the fourth quarter of [----] were $51.8 million a 62.1% increase year-over-year. - Operating loss for the fourth quarter of [----] was $17.4 billion compared to an operating loss of $1.0 billion for the fourth quarter of [----]. Operating loss for the fourth quarter of [----] includes an"  
[X Link](https://x.com/AlphaSenseInc/status/2019518436229955857)  2026-02-05T21:08Z 31.5K followers, [----] engagements


"$AMZN Earnings: - Net sales increased 14% to $213.4 billion in the fourth quarter compared with $187.8 billion in fourth quarter [----]. Excluding the $2.8 billion favorable impact from year-over-year changes in foreign exchange rates throughout the quarter net sales increased 12% compared with fourth quarter [----]. - Operating income increased to $25.0 billion in the fourth quarter compared with $21.2 billion in fourth quarter [----]. Fourth quarter [----] operating income includes three special charges$1.1 billion for the resolution of tax disputes associated with our stores business in Italy and"  
[X Link](https://x.com/AlphaSenseInc/status/2019518863142981685)  2026-02-05T21:09Z 31.5K followers, [----] engagements


"$BILL Earnings: - Total revenue was $414.7 million an increase of 14% year-over-year. - Core revenue which consists of subscription and transaction fees was $375.1 million an increase of 17% year-over-year. Subscription fees were $72.1 million up 6% year-over-year. Transaction fees were $303.1 million up 20% year-over-year. - Float revenue which consists of interest on funds held for customers was $39.5 million. - Net loss was $2.6 million or $(0.03) per basic and diluted share compared to net income of $33.5 million or $0.33 and $(0.06) per share basic and diluted respectively in the second"  
[X Link](https://x.com/AlphaSenseInc/status/2019519149647553013)  2026-02-05T21:11Z 31.5K followers, [----] engagements


"$TEAM Earnings: - Total revenue was $1586.3 million for the second quarter of fiscal year [----] up 23% from $1286.5 million for the second quarter of fiscal year [----]. - Operating loss was $47.7 million for the second quarter of fiscal year [----] compared with operating loss of $57.5 million for the second quarter of fiscal year [----]. Operating margin was (3%) for the second quarter of fiscal year [----] compared with (4%) for the second quarter of fiscal year [----]. - Net loss was $42.6 million for the second quarter of fiscal year [----] compared with net loss of $38.2 million for the second"  
[X Link](https://x.com/AlphaSenseInc/status/2019519441969844713)  2026-02-05T21:12Z 31.5K followers, [----] engagements


"$RDDT Earnings: - Total revenue increased 70% year-over-year to $726 million Ad revenue increased 75% year-over-year to $690 million and Other revenue increased 8% year-over-year to $36 million - Gross margin was 91.9% as compared to 92.6% in the prior year - Net income was $252 million an improvement of $181 million from the prior year - Adjusted EBITDA was $327 million an improvement of $173 million from the prior year - Operating cash flow was $267 million an improvement of $177 million from the prior year - Free Cash Flow was $264 million an improvement of $174 million from the prior year"  
[X Link](https://x.com/AlphaSenseInc/status/2019520112093474875)  2026-02-05T21:14Z 31.5K followers, [----] engagements


"$RBLX Earnings: - Revenue: $1.4B up 43% YoY - Bookings: $2.2B up 63% YoY - Consolidated net loss: $318M - Average DAUs: 144M up 69% YoY - Average MUPs: 36.7M up 94% YoY - Operating cash flow: $607M up 229% YoY "Roblox's success is rooted in the boundless creativity of our creator community. In [----] their dedication resulted in massive growth in our platform and enabled our top [----] creators to earn an average of $1.3 million. Looking ahead we are confident in our vision to connect one billion users and capture 10% of the global gaming market. We will achieve this through continuous"  
[X Link](https://x.com/AlphaSenseInc/status/2019520733831954601)  2026-02-05T21:17Z 31.5K followers, [----] engagements


"$DOCS Earnings: - Revenue of $185.1 million versus $168.6 million an increase of 10% year-over-year. - Net income of $61.6 million versus $75.2 million representing a margin of 33.3% versus 44.6%. Non-GAAP net income of $91.1 million versus $91.4 million representing a margin of 49.3% versus 54.2%. - Diluted net income per share and non-GAAP diluted net income per share: Diluted net income per share was $0.31 versus $0.37 while non-GAAP diluted net income per share was $0.46 versus $0.45. Were proud to deliver another quarter of strong profits and record engagement said Jeff Tangney"  
[X Link](https://x.com/AlphaSenseInc/status/2019520956599824487)  2026-02-05T21:18Z 31.6K followers, [----] engagements


"$RDDT CEO says its AI partnerships with Google and OpenAI are shifting toward deeper product collaborations that bring users into real Reddit communities while bot activity remains well managed with no expected user impact: "So on the AI deals really our partnerships with Google and Open AI. I think we can see the growing importance of edit per Profound is the #1 cited source in AI answers. Our relationship with both companies are very healthy. The conversation is shifting from a purely business deal to more of a product partnership. And so I think the exchange will be -- we help you build"  
[X Link](https://x.com/AlphaSenseInc/status/2019549995490292019)  2026-02-05T23:13Z 31.5K followers, [----] engagements


"$AMZN CEO Andy Jassy says most capex is pouring into AWS to keep up with surging AI demand with new capacity getting monetized immediately and longterm returns expected as cloud adoption and optimized inference economics accelerate: "If you look at the capital we're spending and intend to spend this year. It's predominantly in AWS. And some of it is for our core workloads which are our non-AI workloads because they're growing at a faster rate than we anticipated. But most of it is AI and we just have a lot of growth and a lot of demand. When you're growing 24% year-over-year with an"  
[X Link](https://x.com/AlphaSenseInc/status/2019552639667560467)  2026-02-05T23:24Z 31.6K followers, 16.1K engagements


"Is Europe really undervalued by global investors or is the opportunity just harder to see without the right signal Some of the most compelling private market opportunities are emerging before consensus catches up but only if you know where to look. Join Charlie Aspden with @HarryStebbings of 20VC for a discussion on where European private markets are gaining momentum and how better research surfaces conviction earlier."  
[X Link](https://x.com/AlphaSenseInc/status/2019785653723242519)  2026-02-06T14:50Z 31.5K followers, [----] engagements


"$FSLY CEO says AI is boosting their business across the board driving more agentgenerated traffic through their network increasing AI training and inference workloads on their edge platform: "We're seeing a lot with respect to AI on our platform and it really breaks into a number of categories. First of all just we're seeing an increase in traffic related to agents. I think in the past the saving called machine to machine. And as you -- if you've used AI tools I think you would appreciate that they often check a lot more websites for instance than you might. And that's more traffic and all of"  
[X Link](https://x.com/AlphaSenseInc/status/2021727503963107758)  2026-02-11T23:26Z 31.6K followers, [----] engagements


"$CART Earnings: - GTV of $9852 million up 14% year-over-year - Orders of [----] million up 16% year-over-year - Total revenue of $992 million up 12% year-over-year representing 10.1% of GTV. - GAAP net income of $81 million down 46% year-over-year representing 0.8% of GTV and 8% of total revenue. - Adjusted EBITDA of $303 million up 20% year-over-year representing 3.1% of GTV and 31% of total revenue. "Overall [----] was a defining year for Instacart. Our strategy is working. Our operating fundamentals are strong. And our teams are executing well across our marketplace enterprise platform and"  
[X Link](https://x.com/AlphaSenseInc/status/2022057313113399620)  2026-02-12T21:16Z 31.6K followers, [----] engagements


"$ETN Earnings: - Sales in the quarter were $7.1 billion a record and up 13% from the fourth quarter of [----]. The sales increase consisted of 9% growth in organic sales 2% growth from acquisitions and 2% growth from foreign exchange. - Fourth quarter earnings per share of $2.91 a fourth quarter record and up 19% over [----] and record adjusted earnings per share of $3.33 up 18% over [----] - For full year [----] record earnings per share of $10.45 up 10% over [----] and record adjusted earnings per share of $12.07 up 12% over [----] with 8% organic growth Paulo Ruiz Eaton chief executive officer said In"  
[X Link](https://x.com/AlphaSenseInc/status/2018650973745385585)  2026-02-03T11:41Z 31.6K followers, [----] engagements


"$MCK Earnings: - Quarterly consolidated revenues of $106.2 billion increased 11%. - Earnings per diluted share of $9.59 increased $2.64. - Adjusted Earnings per Diluted Share of $9.34 increased 16%. - Generated $1.2 billion of cash flow from operations and $1.1 billion of Free Cash Flow. "McKesson delivered another strong quarter extending the momentum we've built across the enterprise and demonstrating the impact of our disciplined execution" said Brian Tyler chief executive officer. "Our results highlight the strength of our core distribution businesses and the meaningful progress we are"  
[X Link](https://x.com/AlphaSenseInc/status/2019156226177667224)  2026-02-04T21:08Z 31.6K followers, [----] engagements


"$ELF Earnings: - Net sales increased 38% to $489.5 million primarily driven by growth in both our retailer and e-commerce channels in the US and internationally. - Net income was $39.4 million on a GAAP basis. Adjusted net income was $74.5 million. - Diluted earnings per share were $0.65 on a GAAP basis. Adjusted diluted earnings per share were $1.24. Our Q3 results which included [---] basis points of market share gains for our namesake e.l.f. Cosmetics brand and a record-breaking launch of rhode in Sephora in the U.K. are a continuation of the consistent category-leading growth weve delivered"  
[X Link](https://x.com/AlphaSenseInc/status/2019158340064944384)  2026-02-04T21:17Z 31.6K followers, [----] engagements


"$EL Earnings: - Net sales: $4.22 billion - Diluted net earnings (loss) per common share increased to net earnings of $.44 compared with a net loss of $(1.64) in the prior-year period. Adjusted diluted net earnings per common share increased to $.89 or 43% compared with $.62. We delivered excellent second quarter results to solidify a strong first half of fiscal [----] said Stphane de La Faverie President and CEO. In this pivotal year Beauty Reimagined has invigorated our business as we execute the biggest operational leadership and cultural transformation in our history. On its one-year"  
[X Link](https://x.com/AlphaSenseInc/status/2019377178131976444)  2026-02-05T11:46Z 31.6K followers, [----] engagements


"$TSEM Earnings: - Record revenue for the fourth quarter of [----] was $440 million representing revenue growth of 14% year-over-year and 11% quarter-over-quarter. - Net profit for the fourth quarter of [----] was $80 million reflecting $0.71 basic and $0.70 diluted earnings per share $26 million higher as compared to $54 million in the third quarter of [----] reflecting $0.48 basic and $0.47 diluted earnings per share. Russell Ellwanger Chief Executive Officer of Tower Semiconductor said: We ended [----] having achieved our highest-ever quarterly revenue with a substantial increase in profitability."  
[X Link](https://x.com/AlphaSenseInc/status/2021556522245840984)  2026-02-11T12:06Z 31.6K followers, [----] engagements


"$NTES Earnings: - Net revenues were RMB27.5 billion (US$3.9 billion) an increase of 3.0% compared with the same quarter of [----]. - Net income attributable to the Company's shareholders was RMB6.2 billion (US$892.6 million). Non-GAAP net income attributable to the Company's shareholders was RMB7.1 billion (US$1.0 billion). - Basic net income per share was US$0.28 (US$1.40 per ADS). Non-GAAP basic net income per share was US$0.32 (US$1.58 per ADS). "We concluded [----] with another healthy quarter reflecting the durability of our long-term game operations and the growing impact of our global"  
[X Link](https://x.com/AlphaSenseInc/status/2021562521497342181)  2026-02-11T12:30Z 31.6K followers, [----] engagements


"$ROKU CEO says AI is a major tailwind that will lower content costs boost engagement improve discovery expand advertising opportunities including SMB selfserve tools and drive internal efficiency: "I'm super excited about AI and how it's going to impact content specifically. I think to answer your -- let me -- I'll answer your question directly and then let me talk about some of the kind of bigger ways that we think about AI generally. So just in terms of content it's very clear to me that AI is going to reduce the cost of content significantly over time. and as content -- and including"  
[X Link](https://x.com/AlphaSenseInc/status/2022088448740594122)  2026-02-12T23:20Z 31.6K followers, [----] engagements


"$UPST Earnings: - Transaction Volume: [------] loans originated up 86% year-over-year (YoY) reflecting a 19.4% Conversion Rate1 up from 18.0% in Q4 [----]. Total originations were roughly $3.2 billion up 52% YoY. - Total Revenue: $296 million up 35% YoY. Revenue from fees was $265 million up 33% YoY. - Net Income (Loss): $18.6 million an improvement from ($2.8) million in Q4 [----]. Diluted net income (loss) per share was $0.17 compared with ($0.03) in Q4 [----]. In [----] we grew originations 86% and revenues 64% while growing headcount just 18% a ratio any business would die for. And we"  
[X Link](https://x.com/AlphaSenseInc/status/2021330341055824221)  2026-02-10T21:08Z 31.6K followers, [----] engagements


"How does your AI maturity compare to peers As AI investment accelerates across banking and investment services leaders are under pressure to show measurable impact and explain progress clearly. The @Gartner_inc report The State of AI Maturity in Banking and Investment Services provides peer benchmarks and guidance to help leaders understand where they stand and what to prioritize next. Access the complimentary report courtesy of AlphaSense:"  
[X Link](https://x.com/AlphaSenseInc/status/2021945636393009340)  2026-02-12T13:53Z 31.6K followers, [----] engagements


"$WYNN Earnings: - Operating revenues were $1.87 billion for the fourth quarter of [----] an increase of $27.2 million from $1.84 billion for the fourth quarter of [----]. For the fourth quarter of [----] operating revenues increased $33.4 million and $7.7 million at Wynn Palace and Wynn Macau respectively and decreased $11.4 million and $2.5 million at our Las Vegas Operations and Encore Boston Harbor respectively from the fourth quarter of [----]. - Net income attributable to Wynn Resorts Limited was $327.3 million for the year ended December31 [----] compared to net income attributable to Wynn"  
[X Link](https://x.com/AlphaSenseInc/status/2022053816330305669)  2026-02-12T21:02Z 31.6K followers, [----] engagements


"$TWLO Earnings: - Revenue of $1.37 billion up 14% year-over-year. - Organic revenue growth of 12% year-over-year. - Non-GAAP income from operations of $255.6 million compared with non-GAAP income from operations of $197.0 million for the fourth quarter of [----]. - Non-GAAP net income per share attributable to common stockholders diluted of $1.33 based on [-----] million non-GAAP weighted average shares outstanding compared with non-GAAP net income per share attributable to common stockholders diluted of $1.00 based on [-----] million non-GAAP weighted average shares outstanding in the fourth"  
[X Link](https://x.com/AlphaSenseInc/status/2022055808935375053)  2026-02-12T21:10Z 31.6K followers, [----] engagements


"$BROS Earnings: - Total revenues grew 29.4% to $443.6 million as compared to $342.8 million in the same period of [----]. - Systemwide same shop sales increased 7.7% and systemwide same shop transactions increased 5.4% relative to the same period in [----]. Company-operated same shop sales1 increased 9.7% and company-operated same shop transactions increased 7.6% relative to the same period of [----]. - Net income was $29.2 million as compared to $6.4 million in the same period of [----]. Christine Barone Chief Executive Officer and President of Dutch Bros said The results of our fourth quarter and"  
[X Link](https://x.com/AlphaSenseInc/status/2022056059100074033)  2026-02-12T21:11Z 31.6K followers, [----] engagements


"$DKNG Earnings: - Revenue of $1989 million an increase of $596 million or 43% compared to $1393 million during the same period in [----]. The increase in the Companys fourth quarter [----] revenue was driven primarily by continued healthy customer engagement efficient acquisition of new customers and higher Sportsbook net revenue margin. - Monthly Unique Payers (MUPs) was unchanged year-over year at [---] million average monthly unique paying customers in the fourth quarter of [----]. Excluding Jackpocket MUPs increased 5% compared to the same period in [----] reflecting strong unique payer retention"  
[X Link](https://x.com/AlphaSenseInc/status/2022057951247446247)  2026-02-12T21:19Z 31.6K followers, [----] engagements


"$FROG Earnings: - Revenue for the fourth quarter of [----] was $145.3 million up 25% year-over-year. - GAAP Net Loss Per Share was ($0.13); Non-GAAP Diluted Earnings Per Share was $0.22. - GAAP Gross Profit was $113.1 million; GAAP Gross Margin was 77.9%. - Non-GAAP Gross Profit was $121.6 million; Non-GAAP Gross Margin was 83.7%. Developers and AI coding agents are now building and releasing software together at unprecedented speed. Automation security and governance must be embedded from the get-go said Shlomi Ben Haim CEO and Co-founder of JFrog. Our [----] performance reflects strong"  
[X Link](https://x.com/AlphaSenseInc/status/2022060791294570533)  2026-02-12T21:30Z 31.6K followers, [----] engagements


"$AMAT CEO says AI is driving strong demand across leadingedge foundry logic DRAM including HBM and advanced packaging where the company holds top positions supporting more than 20% semi equipment growth this year and setting up another strong year in [----] as clean room capacity expands: ".we haven't talked about WFE for a very long time. And as you mentioned what we said earlier on the call as we expect to grow our semi equipment business more than 20% this calendar year being second half weighted. And we also see limited clean room capacity pacing the rate of growth which means [--] is shaping"  
[X Link](https://x.com/AlphaSenseInc/status/2022080746425598361)  2026-02-12T22:49Z 31.6K followers, [----] engagements


"$COIN CEO says prediction markets only recently rolled out to all users but early engagement is strong boosted by Super Bowl weekend and the company is rapidly improving the experience: "So our prediction markets really just rolled out to 100% of customers about a couple of weeks ago. So it's early days but so far the interest has been great. Super Bowl weekend was a really great moment where a lot of customers got to experience it for the first time. And we're making lots of improvements rapidly on both the UX adding more markets having a dedicated sports hub where people can see live scores"  
[X Link](https://x.com/AlphaSenseInc/status/2022097206782963910)  2026-02-12T23:55Z 31.6K followers, [----] engagements


"$WEN Earnings: - Global systemwide sales for the fourth quarter were $3.4 billion a decrease of 8.3% and for the full year were $14.0 billion a decrease of 3.5%. - Reported net income for the fourth quarter and full year were $26.5 million and $165.1 million respectively. Adjusted EBITDA for the fourth quarter and full year were $113.3 million and $522.4 million respectively. - Reported diluted earnings per share for the fourth quarter and full year were $0.14 and $0.85 respectively. Adjusted earnings per share for the fourth quarter and full year were $0.16 and $0.88 respectively. -"  
[X Link](https://x.com/AlphaSenseInc/status/2022282810589946240)  2026-02-13T12:12Z 31.6K followers, [----] engagements


"$MRNA Earnings: - Revenue: Total revenue for the fourth quarter of [----] was $678million on the higher end of the Companys prior expectations and was driven primarily by COVID vaccine sales. Product sales were $264million in the U.S. and $381million in international markets. Fourth quarter revenue decreased 30% compared to the same period in [----] primarily reflecting lower COVID vaccine sales volume compared to the prior-year period. - Net Loss: Net loss was $(826) million for the fourth quarter of [----] compared to net loss of $(1.1) billion for the fourth quarter of [----]. "In [----] we"  
[X Link](https://x.com/AlphaSenseInc/status/2022283098554028379)  2026-02-13T12:13Z 31.6K followers, [----] engagements


"$NTSK Earnings: - ARR increased 34% year-over-year to $754 million Q3 revenue increased 33% year-over-year to $184.2 million - Surpassed $1 billion in Remaining Performance Obligations reflecting 41% year-over-year growth - GAAP net loss per share was ($1.85) compared to ($0.72) in the third quarter of fiscal [----]. Non-GAAP net loss per share was ($0.10) compared to ($0.37) in the third quarter of fiscal [----]. Non-GAAP net loss per share excludes $0.04 for the loss on the change in fair market value of convertible notes compared to $0.18 in the year ago period. As of October [--] [----] the"  
[X Link](https://x.com/AlphaSenseInc/status/1999224659246719403)  2025-12-11T21:07Z 31.6K followers, [----] engagements


"$ALLY Earnings: - Pre-tax income: $386 million - Core pre-tax income: $461 million - Core ROTCE: 11.1% - Provision for credit losses of $487 million decreased $70 million year over year primarily driven by continued retail auto NCO improvement and the sale of Credit Card. - Noninterest expense decreased $110 million year over year primarily due to goodwill impairment associated with Credit Card during the fourth quarter of [----] "Our performance in [----] reflects a meaningful step forward. said Chief Executive Officer Michael Rhodes. Deliberate choices backed by disciplined execution enhanced"  
[X Link](https://x.com/AlphaSenseInc/status/2013954783346860359)  2026-01-21T12:40Z 31.6K followers, [----] engagements


"$STLD Earnings: - Net sales of $4.4 billion and net income of $266 million or $1.82 per diluted share. - Full Year Adjusted EBITDA of $2.2 billion and cash flow from operations of $1.4 billion - Liquidity of over $2.2 billion "The teams delivered solid operational and financial performance across our operating platforms in [----] generating annual net sales of $18.2 billion operating income of $1.5 billion and adjusted EBITDA of $2.2 billion" said Mark D. Millett Chairman and Chief Executive Officer. "This performance demonstrates the strength and consistency of our cash generation as we"  
[X Link](https://x.com/AlphaSenseInc/status/2015770124699976144)  2026-01-26T12:53Z 31.6K followers, [----] engagements


"$HCA Earnings: - Revenues increased [---] percent to $19.513 billion - Net income attributable to HCA Healthcare Inc. increased [----] percent to $1.878 billion - Diluted earnings per share increased [----] percent to $8.14 per share and diluted earnings per share as adjusted increased [----] percent to $8.01 per share - Adjusted EBITDA increased [----] percent to $4.114 billion "We finished [----] with strong performance consistent with previous quarters. Our investments in network expansion workforce development and advancing clinical capabilities further strengthened the HCA Healthcare system. I want"  
[X Link](https://x.com/AlphaSenseInc/status/2016119680818205119)  2026-01-27T12:02Z 31.6K followers, [----] engagements


"$TSN Earnings: - Sales of $14313 million up 5.1% from prior year; Sales up 6.2% excluding impact of $150 million increase in legal contingency accruals which was recognized as a reduction to Sales - GAAP operating income of $302 million down 48% from prior year - GAAP EPS of $0.24 down 76% from prior year - Adjusted EPS of $0.97 down 15% from prior year "Our first quarter results reflect solid execution across our portfolio" said Donnie King President & CEO of Tyson Foods. "Prepared Foods delivered top and bottom-line growth while Chicken reported its fifth consecutive quarter of"  
[X Link](https://x.com/AlphaSenseInc/status/2018296254350983549)  2026-02-02T12:11Z 31.6K followers, [----] engagements


"$SPG Earnings: - Net income attributable to common stockholders was $3.048 billion or $9.35 per diluted share as compared to $667.2 million or $2.04 per diluted share in [----]. - Real Estate Funds From Operations ("Real Estate FFO") was $1.328 billion or $3.49 per diluted share as compared to $1.261 billion or $3.35 per diluted share in the prior year an increase of 4.2%. - Funds From Operations ("FFO") was $1.242 billion or $3.27 per diluted share as compared to $1.389 billion or $3.68 per diluted share in the prior year. "I am very pleased with our fourth-quarter results which caps another"  
[X Link](https://x.com/AlphaSenseInc/status/2018432867001303362)  2026-02-02T21:14Z 31.6K followers, [----] engagements


"$DOC Earnings: Net income of $0.16 per share Nareit FFO of $0.47 per share FFO as Adjusted of $0.47 per share AFFO of $0.40 per share and Total Merger-Combined Same-Store Cash (Adjusted) NOI growth of +3.9% "We recently announced the formation and planned initial public offering ("IPO") of Janus Living Inc. a real estate investment trust (REIT) dedicated to senior housing. Given its relative scale within Healthpeak the public markets have had difficulty properly valuing our senior housing portfolio and platform. The IPO is intended to enable Healthpeak to unlock value immediately and leverage"  
[X Link](https://x.com/AlphaSenseInc/status/2018435508750184796)  2026-02-02T21:25Z 31.6K followers, [----] engagements


"$SWKS Earnings: - Revenue of $1.035 Billion - GAAP Diluted EPS of $0.53 and Non-GAAP Diluted EPS of $1.54 - Operating Cash Flow of $396 Million and Free Cash Flow of $339 Million We delivered results above our expectations for the fourth consecutive quarter with outperformance across revenue gross margin and non-GAAP earnings said Phil Brace chief executive officer and president of Skyworks. Mobile exceeded our outlook on the strength of continued healthy sell-through and solid operational execution while Broad Markets continued to scale with accelerating growth led by Wi-Fi [--] and data center"  
[X Link](https://x.com/AlphaSenseInc/status/2018793345024458820)  2026-02-03T21:06Z 31.6K followers, [----] engagements


"$CMG Earnings: - Total revenue increased 4.9% to $3.0 billion - Comparable restaurant sales decreased 2.5% - Operating margin was 14.1% a decrease from 14.6% - Restaurant level operating margin1 was 23.4% a decrease from 24.8% - Diluted earnings per share was $0.25 a 4.2% increase from $0.24 - Adjusted diluted earnings per share remained flat at $0.25 "Through our proven business model prudent investments in operational excellence and the support of a strong balance sheet [----] was a year of progress and resilience for Chipotle. Against a dynamic consumer backdrop we opened a record number of"  
[X Link](https://x.com/AlphaSenseInc/status/2018794773432209695)  2026-02-03T21:12Z 31.6K followers, [----] engagements


"$AMD Earnings: - Fourth quarter revenue was a record $10.3 billion gross margin was 54% operating income was $1.8 billion net income was $1.5 billion and diluted earnings per share was $0.92. - On a non-GAAP basis gross margin was 57% operating income was a record $2.9 billion net income was a record $2.5 billion and diluted earnings per share was a record $1.53. - Data Center segment revenue in the quarter was a record $5.4 billion up 39% year-over-year driven by strong demand for AMD EPYC processors and the continued ramp of AMD Instinct GPU shipments. - Gaming business revenue in the"  
[X Link](https://x.com/AlphaSenseInc/status/2018796510385684551)  2026-02-03T21:19Z 31.6K followers, [----] engagements


"$UBS delivered strong Q4 [----] results with significant progress on Credit Suisse integration achieving record investment banking revenues and announcing increased capital returns while maintaining disciplined cost management and targeting [----] exit rate metrics of 15% underlying return on CET1 capital and below 70% cost-to-income ratio. - Reported net profit of $1.2 billion in Q4 [----] with earnings per share of $0.37 while underlying pretax profit was $2.9 billion up 62% year-over-year. - Full year [----] net profit of $7.8 billion up 53% year-over-year with an underlying return on CET1 capital"  
[X Link](https://x.com/AlphaSenseInc/status/2019017352973611340)  2026-02-04T11:57Z 31.6K followers, [----] engagements


"$BSX Earnings: - Reported net sales of $5.286 billion representing an increase of [----] percent on a reported basis compared to the company's guidance range of [----] to [----] percent; [----] percent on an operational basis; and [----] percent on an organic basis compared to the company's guidance range of [--] to [--] percent all compared to the prior year period. - Reported GAAP net income attributable to Boston Scientific common stockholders of $0.45 per share compared to the company's guidance range of $0.48 to $0.52 per share and achieved adjusted EPS of $0.80 per share compared to the guidance"  
[X Link](https://x.com/AlphaSenseInc/status/2019017803928322351)  2026-02-04T11:58Z 31.6K followers, [----] engagements


"$UBER Earnings: - Gross Bookings grew 22% YoY to $54.1 billion and 22% on a constant currency basis. - Revenue grew 20% YoY to $14.4 billion or 19% on a constant currency basis. - GAAP Income from operations grew 130% YoY to $1.8 billion. - GAAP Net income attributable to Uber Technologies Inc. was $296million which includes a $1.6 billion net headwind (pre-tax) from revaluations of Ubers equity investments. GAAP Diluted earnings per share (EPS) was $0.14. - Non-GAAP Net Income grew 25% YoY to $1.5 billion and Non-GAAP EPS grew 27% YoY to $0.71. - Trips during the quarter grew 22%"  
[X Link](https://x.com/AlphaSenseInc/status/2019018211912462537)  2026-02-04T12:00Z 31.6K followers, [----] engagements


"$CDW Earnings: - Net sales in the fourth quarter of [----] were $5511 million compared to $5186 million in the fourth quarter of [----] an increase of [---] percent. - Non-GAAP net income per diluted share: $2.57 "The team delivered a strong finish to a dynamic year driving value and mission critical outcomes for customers across the full IT stack and lifecycle" said Christine A. Leahy chair and chief executive officer CDW. "Our position as a trusted advisor remains a clear differentiator and our results highlight the resilience of our diversified customer base and the depth of our product and"  
[X Link](https://x.com/AlphaSenseInc/status/2019019814941999598)  2026-02-04T12:06Z 31.6K followers, [----] engagements


"$FOXA delivered strong Q2 FY2026 results driven by robust advertising demand across news and sports record-breaking sports ad revenue and continued momentum in streaming initiatives while maintaining disciplined capital allocation through significant share buybacks and dividend increases. - Total revenues reached $5.18 billion a 2% increase year-over-year with distribution revenues growing 4% and advertising revenues growing 1% despite difficult political advertising comparisons. - Adjusted EBITDA was $692 million compared to $781 million in the prior year quarter as revenue increases were"  
[X Link](https://x.com/AlphaSenseInc/status/2019057714563838124)  2026-02-04T14:37Z 31.6K followers, [---] engagements


"$NYT delivered strong [----] results driven by subscriber growth digital revenue expansion and margin expansion with management emphasizing a multi-revenue stream strategy and significant investment in video journalism as a long-term growth opportunity. - Total revenue growth of approximately 9% for the full year [----] with digital revenues growing faster than print revenues declined. - Digital subscription revenues increased approximately 14% in [----] driven by [---] million net new digital subscribers bringing total subscribers to [----] million. - Digital advertising revenues increased 20% in 2025"  
[X Link](https://x.com/AlphaSenseInc/status/2019058849622229240)  2026-02-04T14:41Z 31.6K followers, [----] engagements


"$TROW reported strong asset growth despite significant net outflows with strategic initiatives in alternatives ETFs and global partnerships driving momentum while facing headwinds from equity market concentration fee compression and shifts toward passive and blend target date strategies. - Adjusted diluted earnings per share for Q4 [----] was $2.44 bringing full year adjusted diluted EPS to $9.72 up 4.2% from [----] on higher average AUM investment advisory revenue and lower average share count. - Assets under management closed the year at $1.78 trillion up over 10% from the start of the year"  
[X Link](https://x.com/AlphaSenseInc/status/2019059469389267432)  2026-02-04T14:44Z 31.6K followers, [----] engagements


"Interview with an industry expert on current trends driving the next phase of payments evolution ( $ADYEN $PYPL $MA $V ): - Expert emphasizes that while both Stripe and $ADYEN are clearly exploring each other's core segments their strengths remain firmly rooted in their respective starting points. In his view $ADYEN is still better positioned for enterprise clients because of its superior authorization rates unified handling of online in-store and marketplace payments deep local licensing and strong relationship-driven support model. - Expert explains that Stripe on the other hand continues"  
[X Link](https://x.com/AlphaSenseInc/status/2019065296166773233)  2026-02-04T15:07Z 31.6K followers, [----] engagements


"$ARM Earnings: - Revenue grew 26% year-on-year to $1.24 billion representing record quarterly revenue and our fourth consecutive billion dollar revenue quarter. Royalty revenue grew a robust 27% year-over-year to a record of $737 million driven by growth across our target end markets including AI and general purpose data center smartphones physical AI and edge AI. - Licensing revenue of $505 million increased 25% year-over-year. Demand for the Arm platform is strong as more leading companies signed high-value licenses for next-generation technologies. - Non-GAAP EPS: $0.43 - GAAP gross profit"  
[X Link](https://x.com/AlphaSenseInc/status/2019155344690131281)  2026-02-04T21:05Z 31.6K followers, [----] engagements


"$COHR Earnings: - Revenue for the second quarter of fiscal [----] was $1.69billion with GAAP gross margin of 36.9% and GAAP net income of $0.76 per diluted share. On a non-GAAP basis gross margin was 39.0% with net income per diluted share of $1.29. Jim Anderson CEO said We delivered strong year-over-year revenue growth in the December quarter driven by another quarter of strong demand in our datacenter and communications segment. We expect continued strong growth in the second-half of fiscal [----] and throughout fiscal [----] based on strong datacenter and communications demand and our continued"  
[X Link](https://x.com/AlphaSenseInc/status/2019156015862673678)  2026-02-04T21:08Z 31.6K followers, [----] engagements


"$SNAP Earnings: - Revenue was $1716 million compared to $1557 million in the prior year an increase of 10% year-over-year. - Net income was $45 million compared to $9 million in the prior year. - Adjusted EBITDA was $358 million compared to $276 million in the prior year. - Operating cash flow was $270 million compared to $231 million in the prior year. - Free Cash Flow was $206 million compared to $182 million in the prior year. Our Q4 results began to reflect the impact of our strategic pivot toward profitable growth translating into revenue diversification and meaningful margin expansion"  
[X Link](https://x.com/AlphaSenseInc/status/2019157543860175147)  2026-02-04T21:14Z 31.6K followers, [----] engagements


"$ELF's CEO says the brands long streak of marketshare gains is powered by its value proposition innovation and retailer productivity with new shelf space and international expansion setting up even more growth ahead: "I guess the first thing I'd tell you is we're using the same strategy that's driven [--] consecutive quarters of not only net sales growth or market share gains. I sometimes feel that people don't fully appreciate just how phenomenal the market share gains have been and as consistent we've gone back as far as we can look we've not seen another cosmetics brand grow market share for"  
[X Link](https://x.com/AlphaSenseInc/status/2019198816088371235)  2026-02-04T23:58Z 31.6K followers, [----] engagements


"$BMY Earnings: - Fourth quarter revenues increased 1% to $12.5 billion; Growth Portfolio revenues increased 16% to $7.4 billion - GAAP EPS was $0.53 and non-GAAP EPS was $1.26; Both figures include net impact of $(0.60) due to the Acquired IPRD charges and licensing income - Provides [----] guidance with revenues of $46.0 billion to $47.5 billion; Non-GAAP EPS range of $6.05 to $6.35 We made significant progress in [----] with real momentum in our Growth Portfolio and a strengthened balance sheet that provides the strategic flexibility to continue investing in growth drivers" said Christopher"  
[X Link](https://x.com/AlphaSenseInc/status/2019386446763728952)  2026-02-05T12:23Z 31.6K followers, [----] engagements


"$COP Earnings: - Fourth-quarter [----] earnings of $1.4 billion or $1.17 per share compared with fourth-quarter [----] earnings of $2.3 billion or $1.90 per share. Excluding special items fourth-quarter [----] adjusted earnings were $1.3 billion or $1.02 per share compared with fourth-quarter [----] adjusted earnings of $2.4 billion or $1.98 per share. Special items for the quarter primarily relate to a gain on asset sales and restructuring costs. ConocoPhillips delivered another year of strong performance in [----] achieving our CFO-based return of capital target and growing our base dividend at a"  
[X Link](https://x.com/AlphaSenseInc/status/2019386873135669635)  2026-02-05T12:25Z 31.6K followers, [----] engagements


"$GOLD Earnings: - Revenues for the three months ended December [--] [----] increased 136% to $6.477 billion from $2.742 billion for the three months ended December [--] [----] and increased 76% from $3.681 billion for the three months ended September [--] [----] - Diluted earnings (loss) per share totaled $0.46 for the three months ended December [--] [----] a 70% increase compared to $0.27 for the three months ended December [--] [----] and increased 1250% from ($0.04) for the three months ended September [--] [----] Our second quarter results demonstrate our ability to successfully navigate rapidly evolving market"  
[X Link](https://x.com/AlphaSenseInc/status/2019519708710752293)  2026-02-05T21:13Z 31.6K followers, [----] engagements


"$FTNT Earnings: - Revenue grew 15% year over year to $1.91 billion - Product revenue grew 20% year over year to $691 million - Billings grew 18% to $2.37 billion - Unified SASE billings grew 40% - GAAP operating margin of 33% - Non-GAAP operating margin of 37% We are pleased with our strong finish to the year highlighted by an excellent fourth quarter driven by broad-based demand across our portfolio which drove billings above the high end of our guidance said Ken Xie Founder Chairman and Chief Executive Officer of Fortinet. We continue to execute our strategy by accelerating our investments"  
[X Link](https://x.com/AlphaSenseInc/status/2019519892236710396)  2026-02-05T21:13Z 31.6K followers, [----] engagements


"$MCHP Earnings: - Net sales of $1.186 billion increased 4.0% sequentially and up 15.6% from the year ago quarter. Our updated guidance provided on January [--] [----] was net sales of $1.185 billion. - On a GAAP basis: gross profit of 59.6%; operating income of $151.7 million and 12.8% of net sales; net income attributable to common stockholders of $34.9 million; and EPS of $0.06 per diluted share. Our updated guidance provided on December [--] [----] was GAAP EPS of $0.02 per diluted share. - On a Non-GAAP basis: gross profit of 60.5%; operating income of $337.8 million and 28.5% of net sales; net"  
[X Link](https://x.com/AlphaSenseInc/status/2019521162573721858)  2026-02-05T21:19Z 31.6K followers, [----] engagements


"$BE Earnings: - Revenue of $777.7 million in the fourth quarter of [----] an increase of 35.9% compared to $572.4 million in the fourth quarter of [----]. Product and service revenue of $700.2 million in the fourth quarter of [----] an increase of 33.2% compared to $525.5 million in the fourth quarter of [----]. - Gross margin of 30.8% in the fourth quarter of [----] a decrease of [---] percentage points year-over-year; Non-GAAP gross margin of 31.9% in the fourth quarter of [----] a decrease of [---] percentage points year-over-year. - Service gross margin of 16.9% in the fourth quarter of [----] an increase"  
[X Link](https://x.com/AlphaSenseInc/status/2019522358659199366)  2026-02-05T21:23Z 31.6K followers, [----] engagements


"$AN Earnings: - Q4 revenue of $6.9 billion - Q4 [----] EPS $4.70 and Adjusted EPS $5.08; Full Year EPS $17.04 and Adjusted EPS $20.22 We are pleased to report another quarter of strong performance with record gross profit in After-Sales and unit profitability in Customer Financial Services. For the full year we grew unit volume for both new and used vehicles increased revenues across all our business lines and grew gross profit for After-Sales Customer Financial Services and Used vehicles said Mike Manley Chief Executive Officer of AutoNation. Full year adjusted earnings per share and Adjusted"  
[X Link](https://x.com/AlphaSenseInc/status/2019750238475432332)  2026-02-06T12:29Z 31.6K followers, [----] engagements


"$UA Earnings: - Revenuedecreased [--] percent to $1.33 billion (down [--] percenton a currency-neutral basis). - Diluted loss per sharewas $1.01;adjusted diluted earnings per share was $0.09. - North America revenue declined [--] percent to $757 million while international revenue increased [--] percent to $577 million (up [--] percent currency neutral). Within international marketsEMEArevenue grew [--] percent (up [--] percent currency neutral)Asia-Pacificdeclined [--] percent (down [--] percent currency neutral) andLatin Americaincreased [--] percent (up [--] percent currency neutral). - Gross margindeclined [---] basis"  
[X Link](https://x.com/AlphaSenseInc/status/2019750513420464241)  2026-02-06T12:30Z 31.6K followers, [----] engagements


"An interview with an industry expert warns that supply chain pressures force strategic hedging as lead times extend ( $SNDK $MU ): - The expert emphasizes that [----] was an exceptionally strong year for the memory and onboard components market with growth significantly exceeding initial forecasts. The memory sector grew approximately 15% while onboard components overall jumped about 20% performance that surpassed the company's expectations going into the year. - This robust demand is creating tangible supply chain pressures prompting customers to place longer-term scheduled orders that lock in"  
[X Link](https://x.com/AlphaSenseInc/status/2020874579309363675)  2026-02-09T14:57Z 31.6K followers, 26.9K engagements


"$CHGG Earnings: - Total Net Revenues of $72.7 million a decrease of 49% year-over-year - Non-GAAP Net Loss was $0.7 million - Adjusted EBITDA was $12.9 million - Chegg Skilling Revenues of $17.7 million an increase of 11% year-over-year We are reinventing Chegg around the $40 billion skilling market which we believe can drive double-digit growth with strong margins and cash flow in the years to come said Dan Rosensweig CEO & Executive Chairman of Chegg Inc. Weve organized the company into two focused businesses: Chegg Skilling as our growth engine and our legacy Academic Services which"  
[X Link](https://x.com/AlphaSenseInc/status/2020968286868078700)  2026-02-09T21:09Z 31.6K followers, [----] engagements


"$MEDP Earnings: - Revenue of $708.5 million in the fourth quarter of [----] increased 32.0% from revenue of $536.6 million for the comparable prior-year period representing a backlog conversion rate of 23.6%. - Fourth quarter of [----] GAAP net income was $135.1 million or $4.67 per diluted share versus GAAP net income of $117.0 million or $3.67 per diluted share for the comparable prior-year period. - Net income margin was 19.1% and 21.8% for the fourth quarter of [----] and [----] respectively."  
[X Link](https://x.com/AlphaSenseInc/status/2020970428974375109)  2026-02-09T21:17Z 31.6K followers, [----] engagements


"$CVS Earnings: - Total revenues increased to $105.7 billion up 8.2% compared to prior year - GAAP diluted EPS of $2.30 and Adjusted EPS of $1.09 "Our fourth quarter and full-year results demonstrate the progress we are making in transforming the health care experience with our unique collection of businesses. From lowering drug prices to improving navigation of health care to being the front door of care across our country we are well positioned to achieve our ambition to be the most trusted health care company in America.""  
[X Link](https://x.com/AlphaSenseInc/status/2021193084860600484)  2026-02-10T12:02Z 31.6K followers, [----] engagements


"$HAS Earnings: - Hasbro revenues increased 31% vs. PY with growth in Wizards and Digital Gaming (+86%) and Consumer Products (+7%) partially offset by a decline in Entertainment (-5%). - Net earnings of $1.41 per diluted share; adjusted net earnings of $1.51 per diluted share benefiting from favorable business mix and improved profitability. - Operating profit of $298 million (+$238 million vs. PY) with an operating margin of 20.6%. - Adjusted operating profit was $315 million (+$202 million vs. PY) with an operating margin of 21.8% an approximate 12-point improvement versus last year. I am"  
[X Link](https://x.com/AlphaSenseInc/status/2021193391036420399)  2026-02-10T12:03Z 31.6K followers, [----] engagements


"$MAR Earnings: - Fourth quarter reported diluted EPS totaled $1.65 and adjusted diluted EPS totaled $2.58. For the full year reported diluted EPS totaled $9.51 and adjusted diluted EPS totaled $10.02 - Fourth quarter reported net income totaled $445 million and adjusted net income totaled $695 million. For the full year reported net income totaled $2601 million and adjusted net income totaled $2742 million - Fourth quarter adjusted EBITDA totaled $1402 million. For the full year adjusted EBITDA totaled $5383 million - Fourth quarter [----] RevPAR increased [---] percent worldwide with [---] percent"  
[X Link](https://x.com/AlphaSenseInc/status/2021193815600574606)  2026-02-10T12:05Z 31.6K followers, [----] engagements


"$SPOT Earnings: - Record Q4 MAU net adds of 38M drove total MAUs to 751M up 11% Y/Y and reflecting Y/Y and Q/Q growth across all regions - Total Revenue grew 7% Y/Y to [---] billion; Total Revenue grew 13% Y/Y on a constant currency basis - Premium Subscribers grew 10% Y/Y to [---] million reflecting 9M net adds and Y/Y and Q/Q growth across all regions - Gross Margin finished at a record high of 33.1% (up [--] bps Y/Y) "We finished [----] with strong performance as all Q4 KPIs met or exceeded guidance to deliver strong Free Cash Flow*. The business added a record [--] million MAU vs. guidance for 32"  
[X Link](https://x.com/AlphaSenseInc/status/2021194350550565037)  2026-02-10T12:07Z 31.6K followers, [----] engagements


"$KO Earnings: - For the quarter net revenues grew 2% to $11.8 billion and organic revenues (non-GAAP) grew 5% driven by a 4% increase in concentrate sales and 1% growth in price/mix. - For the quarter operating margin was 15.6% versus 23.5% in the prior year and comparable operating margin (non-GAAP) was 24.4% versus 24.0% in the prior year. - For the quarter EPS grew 4% to $0.53 while comparable EPS (non-GAAP) grew 6% to $0.58. EPS performance included the impact of a 9-point currency headwind while comparable EPS (non-GAAP) performance included the impact of a 5-point currency headwind. For"  
[X Link](https://x.com/AlphaSenseInc/status/2021194772363317440)  2026-02-10T12:09Z 31.6K followers, [----] engagements


"$OSCR Earnings: - Revenue: $2.8 billion - Net income (loss) attributable to Oscar Health Inc.: $(352611) [----] was a reset year for the individual market and we took decisive actions to return to profitability in [----] said Mark Bertolini CEO of Oscar Health. Our new suite of affordable products agentic AI features and exceptional member experience drove record-high membership positioning us to achieve significantly improved financial performance in [----]. Oscars growth demonstrates consumers vote where they find value. We are creating a loyal customer base and building a healthcare market that"  
[X Link](https://x.com/AlphaSenseInc/status/2021195737267142788)  2026-02-10T12:13Z 31.6K followers, [----] engagements


"$DDOG Earnings: - Revenue was $953 million an increase of 29% year-over-year. - GAAP net income per diluted share was $0.13; non-GAAP net income per diluted share was $0.59. - GAAP operating income was $9 million; GAAP operating margin was 1%. - Non-GAAP operating income was $230 million; non-GAAP operating margin was 24%. "We are pleased with our strong execution in fiscal year [----] with 28% year-over-year revenue growth $1050 million in operating cash flow and $915 million in free cash flow" said Olivier Pomel co-founder and CEO of Datadog. "During [----] we delivered over [---] new features"  
[X Link](https://x.com/AlphaSenseInc/status/2021196007397081220)  2026-02-10T12:14Z 31.6K followers, [----] engagements


"Industry expert highlights how AI turns cloud infrastructure into an operating advantage ( $AMZN $GOOGL $MSFT ): - According to the expert business outcomes in cloud transformation are really about what you can achieve by leveraging AI within that new infrastructure. In their financial services case the cloud migration laid the foundation. Still it was the AI capabilities that delivered tangible results - over a 25% reduction in total operational costs through intelligent optimization and FinOps governance that uses AI to monitor. - The AI-powered platform enabled dramatic operational"  
[X Link](https://x.com/AlphaSenseInc/status/2021235709584044337)  2026-02-10T14:52Z 31.6K followers, [----] engagements


"$GILD Earnings: - Total fourth quarter [----] revenues increased 5% to $7.9 billion compared to the same period in [----] primarily driven by higher sales of HIV and Liver Disease products partially offset by lower sales of Veklury (remdesivir). - Diluted earnings per share (EPS) was $1.74 in the fourth quarter [----] compared to $1.42 in the same period in [----]. The increase was primarily driven by higher income tax benefits net unrealized gains from equity securities and higher product sales as well as lower selling general and administrative (SG&A) expenses. The increase was partially offset by"  
[X Link](https://x.com/AlphaSenseInc/status/2021329916583608336)  2026-02-10T21:06Z 31.6K followers, [----] engagements


"$LSCC Earnings: - Revenue for the fourth quarter of [----] was $145.8 million with GAAP gross margin of 68.5% and GAAP net loss of $(0.06) per diluted share. On a non-GAAP basis gross margin was 69.4% with net income per diluted share of $0.32. - GAAP net loss and GAAP net income margin for the fourth quarter of [----] were $(7.6) million and (5.2)% respectively with adjusted EBITDA of $53.2 million which is a 36.5% adjusted EBITDA margin for the fourth quarter of [----]. - GAAP net cash flow from operating activities for the fourth quarter of [----] was $57.6 million which is a GAAP operating cash"  
[X Link](https://x.com/AlphaSenseInc/status/2021330158385295547)  2026-02-10T21:07Z 31.6K followers, [----] engagements


"$F Earnings: - Fourth-quarter and full-year revenue reached $45.9 billion and $187.3 billion respectively; fifth consecutive year of full-year revenue growth - Fourth-quarter and full-year net loss of $11.1 billion and $8.2 billion respectively reflected impact of special items; fourth-quarter and full-year adjusted EBIT of $1.0 billion and $6.8 billion - Outlook for full-year [----] includes adjusted EBIT of $8.0 billion to $10.0 billion adjusted FCF of $5.0 billion to $6.0 billion; and capital spending of $9.5 billion to $10.5 billion Ford delivered a strong [----] in a dynamic and often"  
[X Link](https://x.com/AlphaSenseInc/status/2021330785958080829)  2026-02-10T21:09Z 31.6K followers, [----] engagements


"$KVYO Earnings: - Revenue: $350 million - Non-GAAP net income per share diluted: $0.19 - Full year revenue of $1.2 billion representing 32% year-over-year growth [----] was a breakout year for Klaviyo. More businesses are relying on us as the actionable infrastructure for understanding their consumers and delivering exceptional customer experiences said Andrew Bialecki co-founder and co-CEO of Klaviyo. The future of consumer engagement is autonomous and brands are choosing Klaviyo because real-time data personalization and automation together deliver faster execution higher-quality experiences"  
[X Link](https://x.com/AlphaSenseInc/status/2021331460511125630)  2026-02-10T21:12Z 31.6K followers, [----] engagements


"$Z Earnings: - Q4 revenue was up 18% year over year to $654 million near the high end of the company's outlook range. Full-year [----] revenue of $2.6 billion was up 16% year over year. The residential real estate industry grew by 3% in Q4 and 3% for full-year [----] according to the NAR meaning the company outperformed the industry by [----] basis points in Q4 and [----] basis points for full-year [------] The company estimates Q4 and full-year [----] purchase mortgage origination volume for the industry was roughly flat year over year. - On a GAAP basis net income was $3 million in Q4 and net income"  
[X Link](https://x.com/AlphaSenseInc/status/2021331664866013687)  2026-02-10T21:13Z 31.6K followers, [----] engagements


"$ALAB Earnings: - Revenue of $270.6 million up 17% sequentially and up 92% year-over-year - GAAP net income of $45.0 million - GAAP diluted net earnings per share of $0.25 - Non-GAAP pro forma diluted earnings per share of $0.58 Astera Labs delivered strong financial results in Q4 with revenue growing by 17% sequentially to a new record level of $270.6 million highlighting a stellar [----] with full-year revenue growth of 115% year-over-year said Jitendra Mohan Astera Labs Chief Executive Officer. The market opportunity for our Intelligent Connectivity Platform continues to grow rapidly"  
[X Link](https://x.com/AlphaSenseInc/status/2021331892361101571)  2026-02-10T21:14Z 31.6K followers, [----] engagements


"$HNGE Earnings: - Revenue increased 46% year over year to $170.7 million compared to revenue of $117.3 million in Q4 [----]. - GAAP diluted net income per share was $0.37. Non-GAAP diluted net income per share was $0.49. - GAAP gross margin was 84% compared to 82% in Q4 [----]. Non-GAAP gross margin was 85% compared to 82% in Q4 [----]. We closed out the year with an exceptional quarter and a strong selling season driving our highest win rates to date and greatest number of eligible lives added in any year said Daniel Perez Co-Founder and CEO Hinge Health. Our commercial momentum combined with"  
[X Link](https://x.com/AlphaSenseInc/status/2021332620764905940)  2026-02-10T21:17Z 31.6K followers, [----] engagements


"$NET Earnings: - Fourth quarter revenue totaled $614.5 million representing an increase of 34% year-over-year; fiscal year [----] revenue totaled $2167.9 million representing an increase of 30% year-over-year - GAAP loss from operations of $49.2 million or 8% of total revenue and non-GAAP income from operations of $89.6 million or 15% of total revenue - Delivered RPO year-over-year growth of 48% and Current RPO year-over-year growth of 34% - Net cash flow from operating activities was $190.4 million compared to $127.3 million for the fourth quarter of [----]. Free cash flow was $99.4 million or"  
[X Link](https://x.com/AlphaSenseInc/status/2021332906413641954)  2026-02-10T21:18Z 31.6K followers, [----] engagements


"$F CEO James Farley says Ford is now investing in EVs and electrification more efficiently by following clear customer demand focusing on profitable U.S. segments and using hybrids and EREVs where full EVs dont work: "So I think the customer has spoken. That's the punch line. The customers in their duty cycle has spoken. There's enough choice around the world on electrification for us to cherry pick customers' choices around the world and come up with the right strategy not only in the U.S. but around the world. In the U.S. you hit it our bets is on UEV. We believe this platform local is in"  
[X Link](https://x.com/AlphaSenseInc/status/2021365550513885486)  2026-02-10T23:27Z 31.6K followers, [----] engagements


"$LYFT CEO John Risher says Q4 stayed solid despite promo noise and Q1 is set up strong with record active riders better service lower surge and higher Super Bowl demand: "So I think maybe the big picture I would say is we really -- I can't say this enough. We are a very disciplined operator. And the reason is because we when you identify is discipline it means you have to decide what you're going to focus on. And we have decided in quarter-after-quarter and I think you've seen this that we're going to focus on our top line and our bottom line. That's how we're going to run this business for"  
[X Link](https://x.com/AlphaSenseInc/status/2021366860839559475)  2026-02-10T23:33Z 31.6K followers, [----] engagements


"$HOOD CEO Vladimir Tenev says Robinhood is expanding prediction markets by deepening sports tools integrating contracts across the app attracting firsttime users and using its Rothera JV to control listings pricing and overall customer economics: ".if you've been watching closely you've really seen us refine the down funnel trading experience particularly with sports. So we've added more tools like combos and player contracts for traders that want to go deeper we've also started increasingly leveraging our advantages which are we have lots of assets on the platform we can connect things"  
[X Link](https://x.com/AlphaSenseInc/status/2021367815597396370)  2026-02-10T23:36Z 31.6K followers, [----] engagements


"$HUM Earnings: - Reports 4Q25 net loss per share of $6.61 on a GAAP basis Adjusted net loss per share of $3.96; reports full year (FY) [----] earnings per share (EPS) of $9.84 on a GAAP basis $17.14 on an Adjusted basis; quarterly and FY Adjusted results in line with management's expectations - Anticipates FY [----] individual Medicare Advantage membership growth of 'approximately [--] percent' over 2025; driven by new sales and improved retention from the company's customer-led benefit strategy and changes to its customer service approach We were pleased with our solid financial performance and"  
[X Link](https://x.com/AlphaSenseInc/status/2021549633726517415)  2026-02-11T11:39Z 31.6K followers, [----] engagements


"$HLT Earnings: - Diluted EPS was $1.27 for the fourth quarter and $6.12 for the full year - Diluted EPS adjusted for special items was $2.08 for the fourth quarter and $8.11 for the full year - Net income was $298 million for the fourth quarter and $1461 million for the full year - System-wide comparable RevPAR increased [---] percent and [---] percent on a currency neutral basis for the fourth quarter and full year respectively compared to the same periods in [----] - Adjusted EBITDA was $946 million for the fourth quarter and $3725 million for the full year Christopher J. Nassetta President &"  
[X Link](https://x.com/AlphaSenseInc/status/2021549980188590222)  2026-02-11T11:40Z 31.6K followers, [---] engagements


"$OTLY Earnings: - Fourth quarter revenue of $233.8 million a 9.1% increase compared to the prior year period with a constant currency revenue increase of 4.3% compared to the prior year period. - Fourth quarter Adjusted EBITDA was $11.0 million which is an improvement of $17.1 million compared to the prior year period. Jean-Christophe Flatin Oatlys CEO commented I am proud to report that we drove profitable growth in both the fourth quarter and the full year. Achieving this milestone reflects the disciplined strategic actions we have taken over the past three years to strengthen the"  
[X Link](https://x.com/AlphaSenseInc/status/2021562208207999356)  2026-02-11T12:29Z 31.6K followers, [----] engagements


"$TMUS Earnings: - EPS: $1.88 - Total Revenue: $24.33 billion - Service revenues of $18.7 billion in Q4 [----] and $71.3 billion in [----] both industry-leading growth - Postpaid service revenues of $15.4 billion in Q4 [----] and $57.9 billion in [----] both industry-leading growth Q4 was a great proof point of our winning formula and we see significant runway ahead to widen our margin of differentiation including through maintaining our tremendous momentum in network perception gains and in our digital transformation and simplification said Srini Gopalan CEO of T-Mobile. In [----] more new postpaid"  
[X Link](https://x.com/AlphaSenseInc/status/2021565294234267737)  2026-02-11T12:41Z 31.6K followers, [----] engagements


"Industry expert argues Anthropic wins on clarity not just model quality ( $AMZN $GOOGL $MSFT ): - The expert notes that Anthropic is among the closest AI companies to profitability with the majority of revenue coming from Opus despite actively encouraging customers to use the cheaper Sonnet and Haiku models. The expert credits Anthropic for clearly delineating the purposes of its three models whereas with OpenAI the use cases are less clear. - The expert confirms that Claude users with heavy-duty mathematical and difficult coding tasks stick with Claude and don't switch to cheaper"  
[X Link](https://x.com/AlphaSenseInc/status/2021608645419561422)  2026-02-11T15:33Z 31.6K followers, [----] engagements


"$FSLY Earnings: - Total revenue of $172.6 million representing 23% year-over-year growth. Network services revenue of $130.8 million representing 19% year-over-year growth. Security revenue of $35.4 million representing 32% year-over-year growth. Other revenue of $6.4 million representing 78% year-over-year growth. - GAAP net loss per basic and diluted share of $0.10 compared to $0.23 in the fourth quarter of [----]. Non-GAAP net income per basic share of $0.13 compared to non-GAAP net loss per basic share1 of $0.02 in the fourth quarter of [----]. Non-GAAP net income per diluted share1 of $0.12"  
[X Link](https://x.com/AlphaSenseInc/status/2021692685778895024)  2026-02-11T21:07Z 31.6K followers, [----] engagements


"$CSCO Earnings: - Record revenue of $15.3 billion up 10% year over year; GAAP EPS of $0.80 up 31% year over year; and Non-GAAP EPS of $1.04 up 11% year over year - GAAP gross margin of 65.0% and Non-GAAP gross margin of 67.5%; GAAP operating margin of 24.6% and Non-GAAP operating margin of 34.6% both above the high end of our guidance range - AI Infrastructure orders taken from hyperscalers totaled $2.1 billion reflecting a significant acceleration in growth Cisco's strong second quarter and first half of fiscal [----] demonstrate both the power of our portfolio and the fundamental role we"  
[X Link](https://x.com/AlphaSenseInc/status/2021693557745033645)  2026-02-11T21:11Z 31.6K followers, [----] engagements


"$PAYC Earnings: - Total Revenues of $544.3 million represented a 10.2% increase compared to total revenues of $493.8 million in the same period last year. Recurring and other revenues of $517.1 million increased 11.2% from the comparable prior year period and constituted 95.0% of total revenues. - GAAP Net Income was $113.8 million or $2.07 per diluted share compared to GAAP net income of $113.6 million or $2.02 per diluted share in the same period last year. We delivered strong results in [----] exceeding our strategic and financial goals for the year by driving full solution automation and"  
[X Link](https://x.com/AlphaSenseInc/status/2021693774045327404)  2026-02-11T21:12Z 31.6K followers, [----] engagements


"$QS's Q4 [----] call highlighted continued cash discipline amid losses commissioning of the Eagle pilot line progress on a capital-light licensing model deeper ties with PowerCo and two additional global OEMs and a [----] roadmap focused on scaling production advancing automotive programs and expanding into new high-value markets. - Q4 [----] GAAP operating expenses: $110.5 million; GAAP net loss: $100.1 million. Full-year [----] losses were $472.6 million and $435.1 million respectively. - Adjusted EBITDA loss: $63.3 million in Q4; $252.3 million for FY [----] improving [--] % year over year. - 2026"  
[X Link](https://x.com/AlphaSenseInc/status/2021725770490486982)  2026-02-11T23:19Z 31.6K followers, [----] engagements


"$HUBS CEO says their moat grows in the AI era because only a platform with deep realtime customer context not standalone LLMs or agents can deliver reliable governed outcomedriving workflows for midmarket companies: "Let's start with ripping off band-aid. I'll probably start with the disruption threat and specifically our moat to address that. Then I'll take the second part of your question which is about value getting captured outside of SaaS as data gets sucked out of solutions. All right. First off in terms of disruption there's a big difference between point indiscernible for solutions"  
[X Link](https://x.com/AlphaSenseInc/status/2021726380392579299)  2026-02-11T23:21Z 31.6K followers, [----] engagements


"$APP CEO says LLMs will massively increase game creation by lowering production costs which will flood the market with more content and ultimately strengthen their business: "The way I see the LLM is that it's going to enable anyone to be able to type out ideas for a game and get a game created. That doesn't mean you're going to get users to play your game but that means you can create content in a very low-cost way not being an engineer that will accelerate content production for studios that are developed that are sophisticated. It will also create a flood of content that's more"  
[X Link](https://x.com/AlphaSenseInc/status/2021728428303507703)  2026-02-11T23:29Z 31.6K followers, [----] engagements


"$MCD CEO and CFO explain that customers want both predictable everyday value and compelling pricepointed offers and that strong top line growth driven by higher traffic is the key to expanding margins: Christopher J. Kempczinski Chairman President & CEO "Sure. Well I guess I'd say I don't think it's one or the other. I think what we've seen and certainly what we're trying to execute is the customer absolutely wants predictable value. And having an EVM is I think the way historically we have always delivered for that customer that predictable everyday value. So you need to have that and"  
[X Link](https://x.com/AlphaSenseInc/status/2021729321745101200)  2026-02-11T23:33Z 31.6K followers, [----] engagements


"$NAVN Earnings: - Total Revenue was $195 million an increase of 29% year-over-year. - GAAP net loss was ($225 million) compared to a net loss of ($42 million) in the third quarter of fiscal year [----]. - Non-GAAP net income was $9 million compared to a non-GAAP net loss of ($14 million) in the third quarter of fiscal year [----]. - GAAP gross profit reached $138 million representing 71% gross margin compared to $107 million or 71% gross margin in the third quarter of fiscal year [----]. - Non-GAAP gross profit was $144 million representing 74% non-GAAP gross margin compared to $108 million or 72%"  
[X Link](https://x.com/AlphaSenseInc/status/2000675882852134951)  2025-12-15T21:14Z 31.6K followers, [----] engagements


"$ACI Earnings: - Net income of $293 million or $0.55 per share - Adjusted net income of $390 million or $0.72 per share - Adjusted EBITDA of $1039 million - Identical sales increased 2.4% - Digital sales increased 21% - Loyalty members increased 12% to [----] million "In the third quarter we delivered solid results and continued to advance our strategic priorities" said Susan Morris Chief Executive Officer. "Our investments in technology and AI are fundamentally reshaping how we operate and serve our customers; driving smarter decisions greater efficiency and more personalized experiences."  
[X Link](https://x.com/AlphaSenseInc/status/2008889065764950468)  2026-01-07T13:10Z 31.6K followers, [----] engagements


"$BK Earnings: - Total revenue of $5.2 billion increased 7% - Diluted EPS of $2.02 increased 31%; or 21% excluding notable items "2025 was another successful year for BNY. We delivered record net income of $5.3 billion on record revenue of $20.1 billion and generated an ROTCE of 26%. On the back of eight consecutive quarters of positive operating leverage we grew earnings per share by 28% year-over-year and returned $5.0 billion of capital to our shareholders.Three years ago we embarked on a multi-year transformation of BNY. Two years ago we communicated our strategic roadmap and a set of"  
[X Link](https://x.com/AlphaSenseInc/status/2011040076113797507)  2026-01-13T11:38Z 31.6K followers, [----] engagements


"$SAP reported strong Q4 [----] results driven by cloud transformation momentum record cloud backlog and significant traction in Business AI adoption though current cloud backlog growth decelerated to 25% due to larger deal mix with extended ramp periods and sovereign cloud complexities. - Total revenue for full year [----] reached EUR [--] billion up 11% year-over-year. - Cloud revenue grew 26% year-on-year in [----] primarily driven by strong performance of cloud ERP suite. - Cloud ERP suite revenue increased 32% in [----] now accounting for 86% of total cloud revenue for the year. - Current cloud"  
[X Link](https://x.com/AlphaSenseInc/status/2016921094473584729)  2026-01-29T17:07Z 31.6K followers, [----] engagements


"$CB Earnings: - Net income per share was $8.10 up 28.0% and core operating income per share was $7.52 up 24.9%. Both were records. - P&C net premiums written were $11.31 billion up 7.7%. North America was up 6.6% including growth of 6.7% in commercial insurance and 6.1% in personal insurance. Overseas General was up 10.8% including growth of 18.7% in consumer insurance and 5.6% in commercial insurance; Latin America Asia and Europe were up 14.7% 13.0% and 7.2% respectively. - P&C underwriting income was $2.20 billion up 39.6% with a record low combined ratio of 81.2%. P&C current accident"  
[X Link](https://x.com/AlphaSenseInc/status/2018795637245092293)  2026-02-03T21:16Z 31.6K followers, [----] engagements


"$TTMI Earnings: - Net sales were $774.3million up 19% year on year - GAAP net income of $50.7million or $0.48 per diluted share - Adjusted EBITDA of $126.2million or 16.3% of net sales - Non-GAAP net income of $74.8million or $0.70 per diluted share an all-time quarterly record high We delivered another strong quarter with both revenues and non-GAAP EPS at or above the high end of the guided range. Revenues grew 19% reflecting continued demand strength in the Data Center Computing and Networking end markets supporting AI and data center buildouts. Our Medical Industrial and Instrumentation"  
[X Link](https://x.com/AlphaSenseInc/status/2019157806041952328)  2026-02-04T21:15Z 31.6K followers, [----] engagements


"$CI Earnings: - Net income forfourth quarter [----] was $1.2 billion or $4.64 per share. This compares with $1.4 billion or $5.13 per share for fourth quarter [----]. - Adjusted income from operations for fourth quarter [----] was $2.1 billion or $8.08 per share compared with $1.8 billion or $6.64 per share for fourth quarter [----]. "In [----] we expanded access and support lowered costs and improved transparency for our customers and patients" said David M. Cordani chairman and CEO of The Cigna Group. "As we enter the new year we are wellpositioned to build on this momentum fueled by our innovations"  
[X Link](https://x.com/AlphaSenseInc/status/2019377527848857788)  2026-02-05T11:48Z 31.6K followers, [----] engagements


"$CAH Earnings: - Revenue increased 19% to $65.6 billion - GAAP operating earnings increased 29% to $707 million; GAAP diluted EPS increased 19% to $1.97 - Non-GAAP operating earnings increased 38% to $877 million; non-GAAP diluted EPS increased 36% to $2.63 "Our strong second-quarter performance reflects at least double-digit segment profit growth across all five of our operating segments" said Jason Hollar CEO of Cardinal Health. "Our ongoing momentum and the team's consistent execution against our strategic priorities gives us confidence to raise our fiscal [----] outlook.""  
[X Link](https://x.com/AlphaSenseInc/status/2019380365966573728)  2026-02-05T11:59Z 31.6K followers, [----] engagements


"$UPWK Earnings: - Revenue grew 4% year over year to $198.4 million in the fourth quarter of [----] - GAAP Diluted earnings per share was $0.12 in the fourth quarter of [----] compared to $1.03 in the fourth quarter of [----] - GAAP Diluted earnings per share was $0.84 in [----] compared to $1.52 in [----] - Active clients were [------] as of December31 [----] [----] marked the year we rebuilt Upwork for the age of human-plus-AI collaboration turning global change into a definitive tailwind all while demonstrating strong financial performance said Hayden Brown president and CEO Upwork Inc. We enter [----] as"  
[X Link](https://x.com/AlphaSenseInc/status/2020967435700990379)  2026-02-09T21:05Z 31.6K followers, [----] engagements


"$PEGA Earnings: - Revenue: $504 million - Diluted EPS: $1.27 [----] was an extraordinary year of progress and execution said Alan Trefler founder and CEO Pega. Were entering a transformative era with bold ideas and compelling innovation. Our approach positions us to lead the industry deliver extraordinary value to clients and enable clients to overcome legacy system limitations. Our [----] results reflect strong financial discipline with top and bottom-line beats of our guidance and exceeding the Rule of [--] Pega COO & CFO Ken Stillwell said. Our recurring business model and our technology"  
[X Link](https://x.com/AlphaSenseInc/status/2021332186994180150)  2026-02-10T21:15Z 31.6K followers, [----] engagements


"$VRT Earnings: - Net sales of $2880 million 23% higher than fourth quarter [----] - Operating profit up 27% and adjusted operating profit up 33% from fourth quarter [----]. Adjusted operating margin of 23.2% up [---] basis points compared to fourth quarter [----] - Operating cash flow of $1005 million and adjusted free cash flow of $910 million an increase of 136% and 151% respectively compared to prior year fourth quarter. Net leverage of 0.5x at the end of fourth quarter "Our fourth quarter performance demonstrates Vertiv's leadership position in an increasingly complex and demanding data center"  
[X Link](https://x.com/AlphaSenseInc/status/2021550191904456728)  2026-02-11T11:41Z 31.6K followers, [----] engagements


"$KHC Earnings: - Net sales decreased [---] percent versus the year-ago period to $6.4 billion including a favorable [---] percentage point impact from foreign currency. - Gross profit margin decreased [---] basis points to 32.6%; Adjusted Gross Profit Margin decreased [---] basis points to 33.1% - Operating Income/(Loss) was income of $1.1 billion; Adjusted Operating Income was $1.2 billion down 15.9%. - Diluted EPS was $0.55 down 68.8%; Adjusted EPS was $0.67 down 20.2% When I decided to join Kraft Heinz I knew that this was an exciting opportunity to contemporize iconic brands better serve"  
[X Link](https://x.com/AlphaSenseInc/status/2021555707368051090)  2026-02-11T12:03Z 31.6K followers, [----] engagements


"$APP Earnings: - Revenue: $1.65 billion - Net cash from operating activities was $1.31 billion and $3.97 billion and Free Cash Flow was $1.31 billion and $3.95 billion for the fourth quarter and full year [----] respectively. - EPS of $3.24 https://research.alpha-sense.comdocid=0001751008-26-000005&utm_source=alphasense%20platform&utm_medium=document%20share&utm_content=0001751008-26-000005&utm_campaign=1770844108420 https://research.alpha-sense.comdocid=0001751008-26-000005&utm_source=alphasense%20platform&utm_medium=document%20share&utm_content=0001751008-26-000005&utm_campaign=1770844108420"  
[X Link](https://x.com/AlphaSenseInc/status/2021693291570352530)  2026-02-11T21:10Z 31.6K followers, [----] engagements


"$TRIP Earnings: - Revenue for the fourth quarter was $411 million flat year-over-year. Revenue for the full year was $1891 million reflecting year-over-year growth of 3%. - Non-GAAP net income for the fourth quarter was $5 million or $0.04 diluted EPS. Non-GAAP net income for the full year was $166 million or $1.27 diluted EPS. - Adjusted EBITDA for the fourth quarter was $45 million or 11.0% of revenue. Adjusted EBITDA for the full year was $319 million or 16.9% of revenue. We are pleased with our [----] financial performance achieving record revenue of $1.9 billion driven by our marketplace"  
[X Link](https://x.com/AlphaSenseInc/status/2021918722999398639)  2026-02-12T12:06Z 31.6K followers, [----] engagements


"$AMZN CEO on AI training costs and AWS acceleration: "And at the same time we're seeing very significant momentum in people trying to figure out how to run their generative AI on top of AWS. I mentioned we have a multibillion-dollar revenue run rate that we see in AI already and it's still relatively early days. And I think that there's -- at a high level there's a few things that we're seeing that's driving that growth. I think first of all there are so many companies that are still building their models. And these range from the largest foundational model builders like Anthropic you"  
[X Link](https://x.com/anyuser/status/1785471247150973265)  2024-05-01T00:48Z 31.6K followers, [----] engagements


"👀 Earnings season doesnt have to feel chaotic. At AlphaSense weve built a workflow that transforms the entire process into a streamlined command center from prep to live calls to postearnings insights. See how our stepbystep approach brings clarity to every stage keeping you informed efficient and ahead of the market. Dive into the full walkthrough. Introduction: 0:00 - 0:28 Pre-Earnings Prep: 0:28 - 1:02 Live Earnings & Deep Research: 1:02 - 1:35 During Earnings Season: 1:35 - 1:59 Industry-Wide Tracking: 1:59 - 2:10 Post-Earnings Analysis: 2:10 - 2:49 Conclusion: 2:49"  
[X Link](https://x.com/AlphaSenseInc/status/2011423302921998452)  2026-01-14T13:01Z 31.6K followers, [----] engagements


"$BX Earnings: - GAAP Net Income was $2.0 billion for the quarter and $6.0 billion for the year. GAAP Net Income Attributable to Blackstone Inc. was $1.0 billion for the quarter and $3.0 billion for the year - Fee Related Earnings (FRE) of $1.5 billion ($1.25/share) in the quarter - Total Assets Under Management (AUM) of $1274.9 billion - Inflows of $71.5 billion in the quarter and $239.4 billion for the year Stephen A. Schwarzman Chairman and Chief Executive Officer said Blackstones extraordinary fourth-quarter results capped a record year for the firm. We delivered again for our limited"  
[X Link](https://x.com/AlphaSenseInc/status/2016846709033169193)  2026-01-29T12:11Z 31.6K followers, [----] engagements


"$APTV Earnings: - U.S. GAAP revenue of $5.2 billion an increase of 5% - U.S. GAAP net income of $138 million - U.S. GAAP diluted earnings per share of $0.64; Excluding special items diluted earnings per share of $1.86 - Adjusted Operating Income of $607 million; Adjusted EBITDA of $798 million We delivered another year of record revenue operating income and earnings per share demonstrating our agility within a dynamic landscape our consistency of operational excellence and the strength of our product portfolio of industry-leading technologies said Kevin Clark chair and chief executive"  
[X Link](https://x.com/AlphaSenseInc/status/2018291796879573249)  2026-02-02T11:53Z 31.6K followers, [----] engagements


"$AMGN Earnings: - For the fourth quarter total revenues increased 9% to $9.9 billion in comparison to the fourth quarter of [----]. - Product sales grew 7% driven by 10% volume growth partially offset by 4% lower net selling price. - GAAP earnings per share (EPS) increased 111% from $1.16 to $2.45 for the fourth quarter driven by higher revenues and lower net unrealized losses on equity investments partially offset by higher operating expenses. For the full year GAAP EPS increased 88% from $7.56 to $14.23 driven by higher revenues and net unrealized gains on our BeOne Medicines Ltd. (BeOne)"  
[X Link](https://x.com/AlphaSenseInc/status/2018793171506036877)  2026-02-03T21:06Z 31.6K followers, [----] engagements


"$ENPH Earnings: - Revenue of $343.3million - GAAP diluted earnings per share of $0.29; non-GAAP diluted earnings per share of $0.71 - GAAP net income of $38.7million; non-GAAP net income of $93.4million - GAAP gross margin of 44.3% and non-GAAP gross margin of 46.1% including 5.1% of tariff impact https://research.alpha-sense.comdocid=0001463101-26-000008&utm_source=alphasense%20platform&utm_medium=document%20share&utm_content=0001463101-26-000008&utm_campaign=1770152972163 https://twitter.com/i/web/status/2018794255909523685"  
[X Link](https://x.com/AlphaSenseInc/status/2018794255909523685)  2026-02-03T21:10Z 31.6K followers, [----] engagements


"$LION reported strong Q3 [----] results driven by theatrical successes and record library revenue with management emphasizing franchise expansion television renewals and positioning for significant growth in fiscal [----] amid industry consolidation and AI integration opportunities. - Revenue: Lionsgate Studios revenue was up 1% year-over-year to $724 million for Q3 [----]. - Earnings Per Share: Reported fully diluted loss per share was $0.16 and fully diluted adjusted earnings was $0.01 per share. - Library Revenue: Trailing 12-month library revenue reached $1.050 billion representing 10%"  
[X Link](https://x.com/AlphaSenseInc/status/2019551848693207440)  2026-02-05T23:20Z 31.6K followers, [----] engagements


"$AMKR Earnings: - Fourth quarter net sales $1.89 billion up 16% year-on-year - Net income $172 million earnings per diluted share $0.69 [----] was a pivotal year for Amkor. We delivered strong results with record Advanced packaging and Computing revenue executed on our strategic initiatives and strengthened our position in the fastest growing areas of the semiconductor industry said Kevin Engel Amkors president and chief executive officer. We enter [----] with momentum and are accelerating strategic investments to support the next wave of advanced packaging growth."  
[X Link](https://x.com/AlphaSenseInc/status/2020969379903541714)  2026-02-09T21:13Z 31.6K followers, [----] engagements


"$FISV Earnings: - Adjusted revenue was flat at $4.90billion in the fourth quarter and increased 4% to $19.80 billion for the full year [----] compared to the prior year periods. - Adjusted earnings per share decreased 21% to $1.99 in the fourth quarter and decreased 2% to $8.64 for the full year [----] compared to the prior year periods. - Organic revenue was flat in the fourth quarter of [----] with 1% growth in the Merchant Solutions segment and a 2% decline in the Financial Solutions segment. - Free cash flow was $4.44billion for the full year [----] compared to $5.23billion in the prior year."  
[X Link](https://x.com/AlphaSenseInc/status/2021196336503112136)  2026-02-10T12:15Z 31.6K followers, [----] engagements


"$LYFT Earnings: - Gross Bookings of $5.1 billion up 19% year over year. - Revenue of $1.6 billion up 3% year over year which includes a $168million impact from certain legal tax and regulatory reserve changes and settlements. Without this item revenue would have been $1.8billion. - Net income of $2.8 billion which includes a benefit from the release of the valuation allowance compared to $61.7 million in Q4'24. - Adjusted EBITDA up 37% year over year to $154.1 million compared to $112.8 million in Q4'24. [----] was an incredible year in Lyfts comeback story. Through customer obsession were"  
[X Link](https://x.com/AlphaSenseInc/status/2021331155094733259)  2026-02-10T21:11Z 31.6K followers, [----] engagements


"$MAT Earnings: - Net Sales of $1766 million up 7% as reported and 5% in constant currency - Earnings per Share of $0.34 compared to $0.42 per share; Adjusted Earnings per Share of $0.39 compared to $0.35 per share - Gross Margin of 45.9% a decrease of [---] basis points; Adjusted Gross Margin of 46.0% a decrease of [---] basis points - Operating Income of $141 million a decrease of $17 million; Adjusted Operating Income of $160 million a decrease of $1 million - Net Income of $106 million a decrease of $35 million Ynon Kreiz Chairman and CEO of Mattel said: We achieved strong topline growth in"  
[X Link](https://x.com/AlphaSenseInc/status/2021332443874369558)  2026-02-10T21:16Z 31.6K followers, [----] engagements


"$THC Earnings: -Net income available to common shareholders in fourth quarter [----] was $371 million or $4.22 per diluted share - Adjusted diluted earnings per share increased 36.6% to $4.70 in fourth quarter [----] compared to $3.44 in fourth quarter [----] - Consolidated Adjusted EBITDA in fourth quarter [----] increased 12.9% to $1.183 billion compared to fourth quarter 2024; Fourth quarter [----] Adjusted EBITDA margin was 21.4% - Fourth quarter [----] Ambulatory Care Adjusted EBITDA of $580 million increased 9.4% over fourth quarter [----] "2025 extended Tenet's track record of strong revenue growth"  
[X Link](https://x.com/AlphaSenseInc/status/2021552381574439046)  2026-02-11T11:50Z 31.6K followers, [---] engagements


"$U Earnings: - Revenue was $503 million compared to $457 million in the fourth quarter [----]. - Create Solutions revenue was $165 million compared to $152 million in the fourth quarter [----]. - Grow Solutions revenue was $338 million compared to $305 million in the fourth quarter [----]. - GAAP basic and diluted net loss per share was $0.21. - Adjusted earnings per share was $0.24. Fourth quarter results once again comfortably exceeded the high-end of our guidance led by exceptional performance from Vector which experienced its third consecutive quarter of mid-teen sequential revenue growth and"  
[X Link](https://x.com/AlphaSenseInc/status/2021555399262961797)  2026-02-11T12:02Z 31.6K followers, [----] engagements


"$WAB Earnings: - Fourth quarter [----] GAAP earnings per diluted share of $1.18 down 4.1% versus the fourth quarter of [----]. - Fourth quarter sales were $2.97 billion and cash from operations was $992 million. - Total [----] sales were $11.17 billion and cash from operations was $1.76 billion. The Wabtec team delivered a strong fourth quarter and full year results reflecting the strength of our business and our ability to execute in dynamic markets said Rafael Santana Wabtecs President and CEO. In the fourth quarter we achieved double digit sales growth expanded adjusted operating margins and"  
[X Link](https://x.com/AlphaSenseInc/status/2021567439658516627)  2026-02-11T12:50Z 31.6K followers, [---] engagements


"$MCD Earnings: - Global comparable sales in the fourth quarter increased 5.7% with positive global comparable guest counts and strong comparable sales growth across all segments - Revenue: $7.01 billion - Diluted earnings per share was $3.03 an increase of 8% (5% in constant currencies). Excluding the current year charges described above of $0.09 per share diluted earnings per share was $3.12 an increase of 10% (7% in constant currencies) when also excluding prior year charges. - Systemwide sales increased 11% (8% in constant currencies). McDonald's value leadership is working said Chairman"  
[X Link](https://x.com/AlphaSenseInc/status/2021691991491280957)  2026-02-11T21:05Z 31.6K followers, [----] engagements


"$HUBS Earnings: - Total revenue was $846.7 million up 20% on an as-reported basis and 18% in constant currency compared to Q4'24. - Subscription revenue was $829.0 million up 21% on an as-reported basis compared to Q4'24. - Professional services and other revenue was $17.8 million up 12% on an as-reported basis compared to Q4'24. - Non-GAAP net income was $162.5 million or $3.10 per basic and $3.09 per diluted share compared to $124.9 million or $2.42 per basic and $2.32 per diluted share in Q4'24. [----] was a transformative year for HubSpot defined by the momentum of our agentic customer"  
[X Link](https://x.com/AlphaSenseInc/status/2021693966836806006)  2026-02-11T21:12Z 31.6K followers, [----] engagements


"$CROX Earnings: - Consolidated revenues were $958 million a decrease of 3.2% or 4.2% on a constant currency basis. Direct-to-consumer (DTC) revenues grew 4.7% or 3.6% on a constant currency basis. Wholesale revenues decreased 14.5% or 15.5% on a constant currency basis. - Diluted earnings per share of $2.03 decreased 68.1% from diluted earnings per share of $6.36. Adjusted diluted earnings per share of $2.29 decreased 9.1% from $2.52. We ended [----] on a strong note with a better-than-expected Holiday quarter. For the year revenue exceeded $4 billion led by low-double digit international"  
[X Link](https://x.com/AlphaSenseInc/status/2021918477238272302)  2026-02-12T12:05Z 31.6K followers, [----] engagements


"$ZTS Earnings: - Revenue of $2.4 billion for the fourth quarter of [----] an increase of 3% compared with the fourth quarter of [----]. - On an organic operational basis revenue for the fourth quarter of [----] increased 4% compared with the fourth quarter of [----]. -Net income for the fourth quarter of [----] was $603 million or $1.37 per diluted share an increase of 4% and 6% respectively on a reported basis. "Zoetis delivered solid results in [----] demonstrating the strength and resilience of our portfolio across species geographies and channels. Leadership across key brands and categories drove"  
[X Link](https://x.com/AlphaSenseInc/status/2021919073450316123)  2026-02-12T12:07Z 31.6K followers, [----] engagements


"$BIRK Q1 FY [----] call highlighted solid revenue growth despite FX and tariff headwinds strong B2B momentum continued geographic under-penetration opportunities disciplined capital deployment and reaffirmed guidance for double-digit constant-currency growth and [--] %+ margins. - Revenue: [---] million up [--] % reported and [--] % in constant currency year-over-year. - Gross margin: [----] % down [---] bps YoY; adjusted gross margin [----] % down [---] bps. - Adjusted EPS: [----] up [--] % from [----] a year ago. - Management noted over [--] % of B2B growth comes from existing doors and maintains [--] %+ full-price"  
[X Link](https://x.com/AlphaSenseInc/status/2021954012984103421)  2026-02-12T14:26Z 31.6K followers, [----] engagements


"A former $META employee sees $AMZN and $GOOGL as better positioned for inference ( $NVDA $MSFT ORCL $CRWV ): - The expert identifies an emerging incentive alignment between hyperscalers chip companies and neoclouds centered on chip distribution itself. $NVDA has deliberately maintained distance from becoming a cloud provider directly because they see a strategic advantage in partnering with third-party cloud companies giving them leverage over how certain chip types get managed and distributed. The $NVDA - $CRWV relationship exemplifies this through direct financing which gives $NVDA"  
[X Link](https://x.com/AlphaSenseInc/status/2021962767893143762)  2026-02-12T15:01Z 31.6K followers, [----] engagements


"Earnings season shows where AI is really being used. With Deep Research and the Generative Grid AlphaSense surfaces the signals from earnings and conference calls. Our Applied AI Tracker breaks down how leading companies are deploying AI across operations and decision-making with measurable productivity and financial gains. $GOOGL $TROW $CME $YUM $ARM $AMD $SMCI $PLTR $XON $AMEX https://www.alpha-sense.com/resources/reports/applied-ai-tracking-trends-across-earnings-season/utm_source=twitter&utm_medium=social&utm_campaign=earnings&utm_content=report"  
[X Link](https://x.com/AlphaSenseInc/status/2021966980861853772)  2026-02-12T15:17Z 31.6K followers, [----] engagements


"$AMAT Earnings: - Revenue $7.01 billion down [--] percent year over year - GAAP gross margin [----] percent and non-GAAP gross margin [----] percent - GAAP EPS $2.54 and non-GAAP EPS $2.38 up [--] percent and flat year over year Applied Materials delivered strong results in our fiscal first quarter fueled by the acceleration of industry investments in AI computing said Gary Dickerson President and CEO. The need for higher performance and more energy-efficient chips is driving high growth rates for leading-edge logic high-bandwidth memory and advanced packaging. These are areas where Applied is the"  
[X Link](https://x.com/AlphaSenseInc/status/2022054771226489301)  2026-02-12T21:06Z 31.6K followers, [----] engagements


"$ABNB Earnings: - Revenue: $2.78 billion - EPS: $0.56 - Gross Booking Value (GBV): $20.4 billion "Airbnb closed out [----] with strong momentum delivering double-digit growth across our key top-line metrics during the fourth quarter. Despite a tough year-over-year comparison our business accelerated in Q4 compared to Q3. Revenue grew 12% exceeding the high end of our guidance range while Gross Booking Value grew 16% year-over-yearour highest-growth quarter in more than two years. Nights and Seats Booked rose 10% marking our strongest growth quarter of the year. Our overall business performance"  
[X Link](https://x.com/AlphaSenseInc/status/2022055194620834007)  2026-02-12T21:08Z 31.6K followers, [----] engagements

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