Earnings live: Marvell stock surges on data center strength, Gap and Costco assess tariff changes

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• Macro uncertainty continues to pressure discretionary spending in US and developed markets, but see stronger consumer trends in emerging international markets and travel retail

  80% confidence

• BJ's Wholesale Club results demonstrate the strength of transformation and disciplined execution of long-term priorities

  80% confidence

• Broadcom achieved record first quarter revenue on continued strength in AI semiconductor solutions

  80% confidence

• Changes in global tariff rates in 2025 had a substantial impact on Gap's profits

  80% confidence

• Customers are resilient but definitely deal-focused

  80% confidence

• Global footprint shows clear divergence in consumer behavior between developed and emerging markets

  80% confidence

• AI revenue growth is accelerating and Q2 segment revenue anticipated at $10.7 billion

  80% confidence

• Momentum built throughout back half of year and culminated in strong finish, positioning Ross well for year ahead

  80% confidence

• CrowdStrike achieved $5.25 billion in ending ARR, the fastest and only pure-play cybersecurity software company to achieve this milestone

  80% confidence

• FY26 will go down as CrowdStrike's best year yet

  80% confidence

• EVgo's demand per stall is about five times higher than any other player aside from Tesla and Electrify America

  80% confidence

• Q1 AI revenue of $8.4 billion grew 106% year over year, above forecast, driven by robust demand for custom AI accelerators and AI networking

  80% confidence

• Costco will be transparent on how it plans to use tariff refunds if and when received

  80% confidence

• It is not yet clear what the tariff refund process will be, what refunds will be received, and when this will happen

  80% confidence

• Utilization is key to profitability

  80% confidence

• EVgo's utilization is six-fold increase on a personal basis compared to industry average

  80% confidence

• EVgo is putting charging stations where people are, where they run errands, go grocery shopping, and go to work

  80% confidence

• Executives are encouraged by the very strong start to the Spring season

  80% confidence

• In many cases, Costco didn't pass the full tariff cost on to members

  80% confidence

• Costco plans to use any tariff refunds to create lower prices and better values for customers

  80% confidence

• While first half of 2025 presented challenges like tariffs and consumer uncertainty, underlying trends improved throughout the year

  80% confidence

• More than 50% of Best Buy's customers make more than $100,000 per year

  80% confidence

• Rise in memory costs is something the industry has faced in different peaks and valleys relatively often through the past 25 years

  80% confidence

• Tariffs had a 200 basis point effect on gross and operating margins in Q4 and 120 basis point effect for full fiscal year

  80% confidence

Data points we hold from this source