Earnings live: Disney, Tyson earnings beat expectations, with Palantir results on deck

Disney (DIS) bushed gross and net estimates for the 4th fourth connected Monday. The institution said its taxable parks and the movie "Zootopia 2" helped boost its latest results. Disney shares roseate 3% earlier the doorbell today.

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SoFi Technologies (SOFI) banal popped much than 5% connected Friday aft beardown indebtedness request lifted the fintech lender's 4th fourth profits.

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ExxonMobil (XOM) besides reported an net bushed connected Friday arsenic the lipid giants contend with an oversupply of oil, driving crude prices down. The banal fell 1.7% successful premarket trading

Adjusted net per stock for the 4th fourth were $1.71, up of expert expectations of $1.68. Revenue of $82.31 cardinal was besides higher than the expected $81.43 billion

Exxon said it reached its highest full-year nett accumulation successful much than 40 years astatine 4.7 cardinal oil-equivalent barrels per day.

"ExxonMobil is simply a fundamentally stronger institution than it was conscionable a fewer years ago, and our 2025 results show that," CEO Darren Woods said. "Our translation is delivering a much resilient, lower-cost, technology-led concern with structurally stronger net power, grounded successful advantaged assets, disciplined superior allocation, and execution excellence."

In 2026, Exxon plans to walk $27 cardinal to $29 cardinal successful superior expenditures. It spent $29 cardinal successful 2025 connected capex.

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Chevron (CVX) reported better-than-expected net connected Friday arsenic it focuses connected cutting costs and faces little lipid prices.

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Deckers (DECK) banal soared 13% aft the institution raised its full-year fiscal outlook. Strong gains for Hoka sneakers and Ugg boots drove robust results successful the company's fiscal 3rd quarter.

For the afloat year, Deckers expects gross betwixt $5.40 cardinal and $5.42 billion, supra the statement estimation of $5.36 billion.

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Sandisk (SNDK) banal surged 12% successful extended hours pursuing its net release, adding to its monolithic 127% rally twelvemonth to date. The representation spot shaper was the best-performing banal successful the S&P 500 successful 2025.

The institution crushed expectations successful its fiscal 2nd quarter, arsenic AI companies person had an insatiable request for representation and retention hardware. Sandisk said that gross for its information halfway concern conception jumped 64% implicit the erstwhile quarter, driven by beardown adoption among AI infrastructure builders, semi-custom customers, and exertion companies deploying AI astatine scale.

Here's what Sandisk reported for its fiscal 2nd quarter, compared to estimates compiled by Bloomberg:

Sandisk besides raised its gross guidance for the 3rd 4th to a scope of $4.4 cardinal to $4.8 billion. The Street was expecting gross of $2.6 billion.

“This quarter's show underscores our agility successful capitalizing connected amended merchandise mix, accelerating endeavor SSD deployments, and strengthening marketplace request dynamics, each astatine a clip erstwhile the captious relation that our products play successful powering AI and the world's exertion is being recognized,” said Sandisk CEO David Goeckeler.

Visa (V) reported better-than-expected net successful its fiscal archetypal 4th owed to beardown payments measurement during the vacation season. However, the banal dropped successful after-hours trading.

CEO Ryan McInerney said nett maturation benefited from a "resilient user spending and a beardown vacation season."

Revenue for the 4th ending Dec. 31 roseate 15% twelvemonth implicit twelvemonth to $10.9 billion, topping analysts' estimates of $10.6 billion, according to S&P Global Market Intelligence. Adjusted net per stock of $3.17 besides came successful supra estimates for profits of $3.14 per share.

Total transactions accrued 9% twelvemonth implicit twelvemonth to 69.4 cardinal during the fiscal archetypal quarter.

Visa's results travel aft rival Mastercard (MA) besides reported beardown spending and an net beat.

"The macroeconomic situation remains supportive with balanced occupation markets crossed the globe, underpinning steadfast user and concern spending," Mastercard CFO Sachin Mehra said connected the company's net call, adding, "That said, determination continues to beryllium ongoing geopolitical and economical uncertainty."

Royal Caribbean (RCL) banal surged 16% arsenic upbeat fiscal guidance buoyed investors.

The cruise enactment said it expects double-digit gross and adjusted net per stock maturation successful 2026 connected the backmost of 6.7% capableness growth. For the archetypal quarter, Royal Caribbean projected net per stock successful the scope of $3.18 to $3.28, good supra the Street's estimation of $2.95 per share.

Booking trends are holding up, Royal Caribbean said. With astir two-thirds of 2026 capableness booked, the institution said it's seeing beardown request for vacations successful Europe and the Caribbean.

In the 4th quarter, profits grew by 33% twelvemonth implicit year, and adjusted nett income of $2.80 per stock was successful enactment with Wall Street estimates, according to S&P Global Market Intelligence. Revenue of $4.25 cardinal was somewhat beneath estimates of $4.27 billion

"The 4th fourth capped an unthinkable twelvemonth for us, arsenic beardown request for our abrogation experiences, coupled with beardown execution by our teams, resulted successful blessed guests and robust fiscal results," CFO Naftali Holtz said connected the net call.

Caterpillar (CAT) reported higher profits arsenic request for its powerfulness procreation instrumentality surged amid the build-out of information centers.

The operation and mining instrumentality shaper reported an adjusted nett of $5.16 per stock for the quarter, up from $5.14 ⁠per stock a ‌year earlier. Revenue roseate to $19.1 cardinal from $16.2 billion. Those figures were supra Wall Street's expectations of $4.71 net per stock and gross of $17.7 billion.

But Caterpillar, which faced a tariff deed of betwixt $1.6 cardinal and $1.75 cardinal successful 2025, expects an adjacent bigger headwind from tariffs successful 2026, informing of a $2.6 cardinal deed from tariffs successful 2026.

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Media radical Comcast (CMCSA) reported a nonaccomplishment successful broadband customers successful its 4th fourth net connected Thursday, the diminution missed analysts' estimates and was driven by a emergence successful competitors offering consumers much cost-effective and assertive offers.

The banal edged higher by 0.3% earlier the doorbell connected Thursday.

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SAP (SAP) banal fell 15% earlier the doorbell connected Thursday aft reporting a unreality backlog and posting disappointing guidance.

The German steadfast said that its unreality pre-orders deed $25 billion, but they missed analysts' estimates by conscionable 1%. The hold has been blamed connected a fewer "mega deals" that are taking longer to get running; this has caused a sell-off successful the stock.

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“We are present seeing a large AI acceleration," Mark Zuckerberg stated connected Meta's (META) net call.

That taxable was accordant passim Meta's net call, arsenic the CEO touted caller AI models and products that the institution is moving on.

Zuckerberg said that since the opening of 2025, Meta has seen a 30% summation successful productivity from its engineers owed to the adoption of AI coding tools. The powerfulness users of those tools person seen their output summation by 80%, Zuckerberg said.

“We’re starting to spot agents truly work," helium added. "This volition unlock the quality to physique wholly caller products and alteration however we work.”

As Yahoo Finance's Pras Subramanian noted, Tesla (TSLA) said successful its net study that it removed the information operator connected a constricted ground for its Austin robotaxi service.

As for which metro areas whitethorn beryllium adjacent for robotaxi testing, Tesla suggested it would people Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas successful the archetypal fractional of 2026.

ServiceNow (NOW) followed up its concern with OpenAI, inked past week, with an expanded statement with Anthropic connected Wednesday.

The unreality bundle institution said it volition deploy Anthropic's Claude exemplary to much than 29,000 employees with the ServiceNow AI Platform. The banal declined by 5% aft the statement and institution net were released.

"This concern is astir reimagining however enactment gets done," said Bill McDermott, CEO of ServiceNow. "It puts the powerfulness to build, deploy, and standard mission-critical applications into the hands of each person, successful each industry, astatine each level. Together, we are proving that profoundly integrated platforms with an unfastened ecosystem are however the aboriginal is built."

In the 4th quarter, ServiceNow reported adjusted nett of $0.92 per share, supra estimates of $0.88. Revenue roseate much than 20% twelvemonth implicit twelvemonth to $3.57, besides beating estimates of $3.53 billion.

For 2026, ServiceNow expects subscription gross to beryllium betwixt $15.53 cardinal and $15.57 billion. Wall Street forecast full-year subscription gross of $15.21 billion, ​according to information compiled by LSEG.

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International Business Machines (IBM) banal surged 8% successful extended trading aft maturation successful the company's bundle concern drove 12% gross maturation for the 4th quarter.

Revenue accrued to $19.69 billion, beating forecasts of $19.21 billion, according to Bloomberg statement estimates. Software gross was up 14% successful the quarter, Consulting gross accrued 3%, portion Infrastructure gross roseate 21%.

IBM has focused connected its Hybrid Cloud and Red Hat bundle platforms, which person been superior drivers of the stock's 30% summation implicit the past year.

Earnings per stock came successful astatine $4.52, compared to estimates of $4.32.

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