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Earnings season

This Month

Cettire sells luxury brands at discounted prices but has battled slowing demand.

Cettire downgrades profit again, shares crash 30pc

A surprise trading update by the luxury platform reveals a big miss in analyst consensus expectations and the possibility of a capital raising.

IDP Education has been whacked by immigration crises in Australia,   Canada and the UK.

IDP Education’s 48pc free fall is about much more than horror earnings

It’s not often you see a share price halve on an earnings downgrade. Here’s what’s happening at the student testing group.

May

Nvidia boss Jensen Huang: “Global demand for Nvidia’s AI infrastructure is incredibly strong.”

Nvidia’s Huang lashes Trump’s China AI ban but spells out chip boom

The technology giant buoyed investors with a bullish outlook for the growth in artificial intelligence, but warned it was ceding markets where it cannot sell.

Nvidia co-founder and chief executive Jensen Huang has held markets in his thrall in previous earnings calls..

Middle East’s Nvidia demand could add $1trn to AI market boom

Sovereign AI deals have become key to Nvidia’s strategy to entice customers beyond Silicon Valley and reduce its reliance on big tech companies, and China. 

Chief executive John Guscic has defied the downturn.

Web Travel bookings surge defies industry slowdown

The hotel aggregator is still seeing strong demand, even in the difficult US market, helping its shares to rise sharply.

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Myer says discount war is eating into margins

The retailer faces a challenge to turn around sales at Apparel Brands, the five clothing chains Myer acquired from Solomon Lew in January.

Optus CEO Stephen Rue says he will invest in artificial intelligence but will not follow Telstra’s lead and form a big joint venture

Optus CEO focused on costs as profit rebounds

Optus boss Stephen Rue says the telco’s sports streaming platform remains important to customers, amid speculation it could be up for sale.

The Boston Celtics were sold for $US6.1 billion in late March, a record for a North American sports franchise.

Celtics deal a slam dunk as investors cheer Catapult result

Catapult Sports shares hit record highs on Wednesday as its CEO said increased investment in professional sports team would drive demand for its products.

Regional Express cut many of its routes after it entered voluntary administration last year.

Webjet cuts costs to beat flights slump, puts buyback on ice

The online travel agent has done little to dampen takeover speculation, postponing capital management plans after an approach from BGH Capital.

Monash IVF shares have fallen 40 per cent since an embryo mix-up at its Brisbane clinic was reported in April.

Monash IVF downgrades full-year profit outlook

Analysts blame Monash IVF’s profit downgrade on softer volumes industry-wide rather than an exodus of patients following its Brisbane embryo mix-up.

TechnologyOne CEO Ed Chung

TechnologyOne targets more government work after profit beat

The Brisbane-based software giant will pay a record interim dividend after reporting strong revenue growth, especially in the UK market.

New Acland is one of New Hope’s two major projects.

New Hope’s boom days over as coal price slump hits sales, shares

The ASX-listed miner’s earnings for the first quarter are about half what some had forecast.

Walmart’s results now raise the pressure for competitors scheduled to report in the coming weeks, including Home Depot and Target.

Walmart’s trade war warning: Higher prices are coming

The retail giant says it is bracing for a bigger hit from the Trump administration’s tariff turbulence and overall economic malaise in the coming months.

Xero CEO Sukhinder Singh Cassidy.

Why Xero’s CEO has a lot riding on US growth strategy

Shareholders are closely watching the performance of Xero’s Sukhinder Singh Cassidy, who is set to become one of the ASX’s highest-paid bosses.

Aristocrat’s Trevor Croker brushed off concerns about a reduction in poker machine sales and fees per day.

Aristocrat Leisure shares tumble as revenue falls short

Chief executive Trevor Croker sought to ease investor concerns after a disappointing half-year result took $3 billion off its market cap.

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Commonwealth Bank said it would lift the maximum bonus it can pay its home loan bankers from 50 per cent of base pay to 80 per cent.

CBA chief Comyn eyes bigger slice of business lending

Commonwealth Bank’s business loans jumped 9.1 per cent for the March quarter, or 1.3 times the average of the banking system.

Airwallex chief executive Jack Zhang.

Airwallex local losses deepen despite global boom

Financial services company Airwallex files most of its earnings in the Cayman Islands, but its local numbers show it fell deeper into the red in 2024.

Macquarie Group Shemara Wikramanayake says the group will work with regulators.

Macquarie board to hold management’s ‘feet to the fire’ over compliance

Group announces solid annual result and remains confident about negotiating the global uncertainty affecting markets.

Macquarie chief executive Shemara Wikramanayake

How Macquarie’s boring business became a star

There’s a clear sense that amid the shift to deglobalisation a less glamorous division of the millionaires’ factory is likely to keep driving growth at the group.

Macquarie chief executive Shemara Wikramanayake.

Macquarie vows to tackle risk culture after ASIC blast

The investment group’s chairman, Glenn Stevens, acknowledged the corporate regulator’s compliance failure allegations against the banking division.

Original URL: https://www.afr.com/topic/earnings-season-1mlu