Earnings live: Broadcom stock pops on earnings beat, China's JD.com sinks, Okta rises

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

  80% confidence

• Encouraged by the very strong start to the Spring season

  80% confidence

• Global footprint shows a clear divergence in consumer behavior. While macro uncertainty continues to pressure discretionary spending in US and many developed markets, significantly stronger and more resilient consumer trends exist in key emerging international markets and travel retail channel

  80% confidence

• Memory cost increases are something the industry has faced in different peaks and valleys relatively often through the past 25 years. Team is pulling in inventory, trying to provide manufacturers with longer forecast horizons, working to find right price points for consumers, and educating them on what's available

  80% confidence

• While first half of 2025 presented challenges such as tariffs and uncertainty among consumers, business saw underlying trends improve throughout the year. Momentum built throughout back half of year and culminated in strong finish, positioning well for year ahead

  80% confidence

• FY26 will go down in history books as CrowdStrike's best year yet. Achieved $5.25 billion in ending ARR — the fastest and only pure-play cybersecurity software company to achieve this milestone — driven by record $1.01 billion of net new ARR, first year exceeding $1 billion of net new ARR

  80% confidence

• More than 15 million people have a Duolingo streak longer than 365 days, and growing that dedicated user base is a priority. Artificial intelligence is a major driver of the company's pivot to user growth

  80% confidence

• Results demonstrate the strength of BJ's transformation and disciplined execution of long-term priorities. Focus on enhancing assortment, investing in value, and expanding footprint continues to resonate

  80% confidence

• Over the next few years, the way people learn is going to change quite significantly. The most important thing we can do is capture as much of the market as we can, entice as many users to use Duolingo as possible, and we're prioritizing that pretty much above everything else

  80% confidence

• AI revenue growth is accelerating and company anticipates Q2 segment revenue of $10.7 billion

  80% confidence

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

• Putting in charging stations where people are, where people are running errands, going grocery shopping, going to work. As a result, people are using our machines with six-fold increase in utilization on a personal basis

  80% confidence

• Utilization is key to profitability. EVgo's demand per stall is about five times higher than any other player aside from Tesla and Electrify America, even higher than the average of those top three companies

  80% confidence

• Continue to see customers who are resilient, but they are definitely deal-focused

  80% confidence