AI momentum is accelerating in the second half of the year, leading to record AI server orders of $12.3 billion and an unprecedented $30 billion in orders year to date. Dell also raised its full-year FY26 revenue guidance to $111.2 billion to $112.2 billion, representing approximately 17% growth year-over-year.
The company reported earnings on Thursday, which showed revenue of nearly $2 billion-an increase of 43% year-over-year-and earnings per share of $0.25. "We closed 2025 on a high note. Fourth quarter revenue increased 43% year-over-year and we achieved records for revenue and Adjusted EBITDA. Our core business is strong as we enter 2026," said Jason Robins, DraftKings' Chief Executive Officer and Co-founder, in a statement included with the earnings release.
Proprietary revenue growth -- Proprietary revenue increased 17% in fiscal 2025 and 23% in fiscal Q4 (period ended Dec. 31, 2025), outperforming overall trends. Network channel revenue decline -- The network channel saw approximately a 60% year-over-year decline, which management expects to stabilize at lower levels for fiscal 2026. Total revenue outlook -- Full-year revenue is guided to low single-digit percentage growth (1%-3%), with an expected flat to slightly down fiscal second quarter and mid-single-digit growth in the second half as network revenue stabilizes.
Intel (Nasdaq: INTC) reported Q3 earnings after the bell, and investors like what they see. Here are the key things to know from earnings. The Good: Adjusted EPS of $.23 beat Wall Street expectations of $.01. Revenue of $13.7 billion also beat expectations of $13.4 billion Intel's Client Computing and Data Center and AI groups both soundly exceeded expectations. Intel's CFO said "Current demand is outpacing supply, a trend we expect will persist into 2026."
From the start of 2020 through the end of 2024, shares of advertising technology (adtech) company The Trade Desk were up an impressive 352%, trouncing the comparable 82% return for the S&P 500. In fact, this market-trouncing performance helped land The Trade Desk a spot in the S&P 500 index earlier this year. However, 2025 has been rough for shareholders.
We are pleased with our results for the quarter - we saw exciting liquidity services growth, executed on a successful Consensus conference, and prepared for what would be a successful IPO. We're excited that the work we did in the second quarter is already directly contributing to strong business momentum in the third quarter and beyond. Our recent receipt of the prestigious New York DFS Bitlicense is testament to our institutional rigor and truly global reach.
Digital Turbine recorded non-GAAP (adjusted) earnings per share of $0.05 on revenue of $130.92 million in fiscal Q1. While sales for the period beat the average Wall Street analyst estimate by roughly $9 million, the company's earnings per share came in $0.03 lower than the target.
