Earnings/page/2 news and trends

Snack Giant Mondelez Says Inflation Pressure Drives Global Demand for Smaller Packs

October 30, 2026
Mondelēz Sees eCommerce Growth, Downplays D2C Role
Samsung Warns AI Memory Shortage Will Worsen Through 2027
Artificial Intelligence // October 30, 2026

Samsung expects the demand for memory to “far exceed” supply in 2027, the company said in a Thursday (Oct. 29) press release announcing its third quarter financial results. That demand will be driven by companies’ capital expenditure on artificial intelligence (AI) infrastructure, which Samsung expects to reach...

The RealReal Competes for the Decisions Behind Luxury Purchases
Earnings // October 30, 2026

Luxury resale platform The RealReal reported record quarterly GMV, revenue and orders for the third quarter, prompting it to raise its full-year outlook, according to the company’s Q3 earnings call Thursday (Oct. 29). Revenue increased 19% year over year while GMV grew 23%. Adjusted EBITDA...

Alphabet Loses $500 Billion in Market Value as AI Threatens Google Search
Artificial Intelligence // October 29, 2026

Google parent company Alphabet saw its stock price drop 13%, and its market value lose $500 billion Thursday (Oct. 29), marking the stock’s worst day ever, the Wall Street Journal reported Thursday. The drop followed Alphabet’s release of its quarterly results on Wednesday (Oct. 28), which stoked investors’ fears about...

Fiverr Pivots to AI Agents as Traditional Search Erodes
Artificial Intelligence // October 29, 2026

Fiverr is restructuring its digital architecture to adapt to what its CEO calls a fundamental upheaval in internet search. With search engine optimization losing ground to artificial intelligence assistants, the freelance marketplace is shifting focus from traditional web discovery toward direct integrations with AI platforms like...

Interviews & Exclusives
Subprime Consumers Keep Paying Cards Despite Budget Pressure

October 26, 2026
Subprime consumers continue paying their credit cards even as many struggle to cover everyday bills. PYMNTS Intelligence’s May report, “Who Is the Subprime Consumer? A Behavioral Profile,” found that 55% of subprime consumers lived paycheck to paycheck with difficulty paying bills in January. The comparable share across all consumers was 24%. The report’s February findings […]

Dollar General and Dollar Tree Gain as Shoppers Trade Down

August 28, 2026
Dollar stores are getting more business from middle- and high-income households at the same time that their traditional low-income customers remain under pressure from the cost of necessities. The split...

How Jack Henry, FIS and nCino Put Bank Modernization to Work

August 27, 2026
Earnings season is showing that bank modernization demand is landing in faster payments, cloud and digital banking, and artificial intelligence tools aimed at credit, fraud and other defined operating workflows....

Walmart’s Grocery Lead Faces a Higher-Margin Test

August 19, 2026
Walmart reports earnings Thursday (Aug. 20), and it enters with a valuable retail advantage that looks both powerful and underused. It captures the weekly grocery trip, yet Amazon increasingly captures what...

Quick Reads
Snack Giant Mondelez Says Inflation Pressure Drives Global Demand for Smaller Packs

October 30, 2026
Mondelez International saw broad-based demand for its snack foods in the third quarter, despite concerns about inflation and the cost of living in both developed and emerging markets, Chairman and CEO Dirk Van de Put said in a Thursday (Oct. 29) press release. Worldwide, Mondelez’s net revenues were up 2.3% year over year to $9.97 billion in the third quarter, according to […]

Samsung Warns AI Memory Shortage Will Worsen Through 2027

October 30, 2026
Samsung expects the demand for memory to “far exceed” supply in 2027, the company said in a Thursday (Oct. 29) press release announcing its third quarter financial results. That demand will be...

The RealReal Competes for the Decisions Behind Luxury Purchases

October 30, 2026
Luxury resale platform The RealReal reported record quarterly GMV, revenue and orders for the third quarter, prompting it to raise its full-year outlook, according to the company’s Q3 earnings call...

Alphabet Loses $500 Billion in Market Value as AI Threatens Google Search

October 29, 2026
Google parent company Alphabet saw its stock price drop 13%, and its market value lose $500 billion Thursday (Oct. 29), marking the stock’s worst day ever, the Wall Street Journal reported Thursday. The drop followed...