#operating-margins

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Business
from24/7 Wall St.
3 days ago

Starbucks Comp Sales: Why New Stores Don't Matter If Old Ones Are Dying

U.S. comparable-store sales, not new openings, determine Starbucks' profitability because declines across 16,000+ stores erase hundreds of millions in revenue.
Business
from24/7 Wall St.
4 days ago

Live: Will Microsoft Soar After Earnings Tonight?

Microsoft's AI-driven infrastructure investments are accelerating Azure growth but are increasing capital expenditures and compressing operating margins near term.
Business
from24/7 Wall St.
1 month ago

HVAC Revenues Are Contracting. We Compared Three Manufacturers to Find the Winner.

Lennox shows strongest margins and pricing power; AAON's revenue growth masks sharply compressed profitability; Carrier faces revenue decline with moderate margins.
from24/7 Wall St.
1 month ago

Does Meta Need a Decade of Efficiency?

It's clear that there are a lot of new opportunities to use new AI advances to accelerate our core business that should have strong ROI over the next few years, so I think we should invest more there [...] our AI investments continue to require serious infrastructure, and I expect to continue investing significantly there too.
Artificial intelligence
Business
from24/7 Wall St.
1 month ago

Here's Which Company Wins the Race to $10 Trillion

Sustaining nation-scale explosive growth and high operating margins, not quarterly earnings, determines which company reaches a $10 trillion valuation first.
Information security
from24/7 Wall St.
2 months ago

Fortinet Shares Down 10% Despite Reporting Strong Q3 Financials

Fortinet reported Q3 beats and record operating margins, with product revenue growth, but net income, cash and equity declined amid rising capex.
Tech industry
from24/7 Wall St.
2 months ago

Live: Complete Arista Networks (ANET) Q3 Earnings

Arista is accelerating AI-networking revenue growth, guided Q3 revenue and margins higher, while expanding enterprise/campus presence amid customer concentration and historic operating margins.
NYC startup
from24/7 Wall St.
8 months ago

Cloudflare (NYSE: NET) Earnings Live: What You Need to Follow

Cloudflare's aggressive AI infrastructure investments may impact Q1 earnings amid rising CapEx and competition.
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