#financial-analysis
Financial Analysis
Analyze financial data and metrics to evaluate business performance and health
Broadcom Q2 FY2026 Earnings: $22.19 Billion Record as $10.8 Billion AI Revenue Passes Half the Chip Business
Broadcom Q2 FY2026 (quarter ended May 4, 2026): $22.19B revenue, $10.8B AI revenue (+143% YoY) crossing half of semiconductor sales, $8.09B net income — tracked via public Beancount ledger FY2021–FY2026Q2.
JPMorgan Chase Q2 2026 Earnings: $45.7 Billion Revenue and $18.1 Billion Net Income as $50 Billion Buyback Tests Capital Returns
JPMorgan Chase Q2 2026: $45.7B revenue, $18.1B net income, $50B buyback authorization and 10% dividend hike after Fed stress test — tracked via public Beancount ledger FY2021–FY2026Q2.
Netflix Q2 2026 Earnings: $12.56 Billion Revenue and Ad-Tier Pricing Power as $3.26 Billion Net Income Tests the Model
Netflix Q2 2026: $12.56B revenue (+13% YoY), $3.26B net income at 26% margin as ad-tier and price hikes compound — tracked via public Beancount ledger FY2021–FY2026Q2.
AMD Q2 2026 Earnings: Data-Center Sales Double to $6.7 Billion as $11.5 Billion Revenue Makes AMD an AI Challenger
AMD Q2 2026: $11.5B revenue (+50% YoY) as data-center sales more than double to $6.7B, gross margin 54%, operating leverage returns — tracked via public Beancount ledger.
Coinbase Q2 2026 Earnings: $1.22 Billion Revenue Miss Tests the Everything Exchange Thesis
Coinbase Q2 2026: $1.22B revenue misses as transaction fees fall 18.5% while subscriptions hold — Everything Exchange diversification barely tested — tracked via public Beancount ledger.
Eli Lilly Q2 2026 Earnings: $12.2 Billion Quarter and $85–87 Billion Guide as GLP-1 Royalty Compounds
Eli Lilly Q2 2026: $12.2B revenue, $8.38 adjusted EPS, raises full-year guide to $85–87B as GLP-1 sales compound — tracked via public Beancount ledger.
Shopify Q2 2026 Earnings: $115.6 Billion GMV Fuels 34% Revenue Growth and 18% Free-Cash-Flow Margin
Shopify's Q2 2026 (quarter ended June 30, 2026) reported GMV of $115.6B up 32% YoY, revenue of $2.8B up 34%, net income of $420M at a 15.0% net margin, and an 18% free-cash-flow margin — its twelfth consecutive positive-FCF quarter — reconciled line by line in a public Beancount ledger.
Spotify Q2 2026 Earnings: 300 Million Premium Subscribers and a Record 30.1% Gross Margin Meet a Soft €670M Q3 Guide
Spotify's Q2 2026 report put revenue at EUR 4.2 billion (+33.3% year over year), crossed 300 million Premium subscribers for the first time, and set a record 30.1% gross margin — while the EUR 670 million Q3 operating-income guide landed roughly EUR 80 million below consensus. Every figure is reconciled in a public Beancount ledger covering FY2021 through FY2026Q2.
Adyen H1 2026 Financial Report: €803.8B Processed Volume, Take Rate Drops to 16.2 bps, Testing 20 Years of Pricing Discipline
Adyen H1 2026: Net revenue of €1.30B (up 19% YoY, 21% constant currency), processed volume of €803.8B (up 24%), take rate compressed to 16.2 bps after the first tiered pricing in the company's 20-year history—around €48M in revenue forgone—plus its first two acquisitions ever (Talon.One for €750M and Orb for ~€310M), EBITDA margin of 49.2%, tracked line-by-line through a public Beancount ledger.
Apple's Strongest June Quarter Ever: $109.4B Revenue, $2.02 EPS, and Services and Mac Hit New June Records
Apple's fiscal Q3 2026 (June quarter) delivered $109.4B revenue (+16% YoY), $2.02 diluted EPS (+29%), and a 50.1% gross margin — roughly 2 points of it a one-time tariff refund worth $0.11 of EPS. iPhone, Mac and Services each set June quarter records, every geography grew double digits, and the full FY2021–FY2026Q3 income statements and balance sheets sit in a public Beancount ledger.
Palantir FY2026 Q2 Earnings: 93% Growth and 149% U.S. Commercial Surge Force an 82% Full-Year Guide
Palantir's FY2026 Q2 revenue surged 93% to $1.935 billion as U.S. commercial revenue jumped 149% to $764 million, lifting GAAP operating margin to 47% and forcing full-year guidance to $8.15 billion (+82% YoY) — the second straight quarter of accelerating hypergrowth at software's most debated valuation.
Customer Acquisition Cost (CAC): Formula, LTV Ratio, and Payback Period for Small Businesses
CAC is total sales and marketing cost divided by new customers acquired in the same period — $6,000 of spend across 30 customers is a $200 CAC. This guide covers what belongs in the numerator, how to pair CAC with gross-profit LTV (a 3:1 to 4:1 ratio is the practical small-business target) and payback period (under 12 months for SMB customers, up to 24 for enterprise), 2026 CAC ranges by business type, and seven ways to lower CAC without cutting customer volume.