Earnings news and trends

How Google Dodged the AI Search Collapse
Google // November 24, 2025

Google Search was supposed to lose ground in the artificial intelligence (AI) era, but Alphabet’s third-quarter 2025 earnings tell a different story. Alphabet said Search-and-other advertising revenue rose about 15% to more than $56 billion in Q3, defying expectations that generative AI systems would erode...

Paycheck-to-Paycheck Strain Sharpens Retail and QSR Spending Gap
Consumer Insights // November 21, 2025

Earnings season is offering one of the clearest pictures yet of a consumer base moving in two directions. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required. yesSubscribe to...

FinTech IPO Index Loses 6.6% as Klarna Sinks After Earnings
Earnings // November 21, 2025

The tech stock doldrums that marked broader markets this week also swayed the FinTech IPO Index, to the downside, as our names lost 6.6% collectively. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content...

Nvidia’s Automotive Business Emerges With 32% Growth in Q3
artificial intelligence // November 20, 2025

Nvidia’s most overlooked income-statement line emerged as one of its fastest growers this past quarter. The automotive segment jumped 32% year over year in Q3, signaling that automakers are moving advanced driver-assistance and controlled-route autonomy from pilots to more structured development programs drive by artificial...

Interviews & Exclusives
Retailers Lean on Digital as Cost Pressures Rewrite Q3

November 26, 2025
The latest earnings from Kohl’s, Burlington Stores and Dick’s Sporting Goods, all released Tuesday (Nov. 25), show a consumer who is still spending but doing so in tighter, more income-constrained ways. Management across all three retailers described households stretching paychecks, delaying seasonal purchases and focusing on value, timing and convenience. Tariffs are also playing a […]

FinTech IPO Index Loses 6.6% as Klarna Sinks After Earnings

November 21, 2025
The tech stock doldrums that marked broader markets this week also swayed the FinTech IPO Index, to the downside, as our names lost 6.6% collectively. Get the Full Story Complete...

Klarna Sees Future as Neobank as Growth Accelerates

November 18, 2025
Klarna’s third-quarter earnings update Tuesday (Nov. 18), its first earnings report as a publicly listed company, detailed a strategic transformation that seeks to push the brand beyond payments and into...

FinTech IPO Index Dips 0.9% as Platform Earnings Ding Stocks

November 14, 2025
For the FinTech IPO Index, it was all earnings, all the time. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all...

Quick Reads
Nvidia’s Automotive Business Emerges With 32% Growth in Q3

November 20, 2025
Nvidia’s most overlooked income-statement line emerged as one of its fastest growers this past quarter. The automotive segment jumped 32% year over year in Q3, signaling that automakers are moving advanced driver-assistance and controlled-route autonomy from pilots to more structured development programs drive by artificial intelligence (AI). Get the Full Story Complete the form to […]

TJX Gets Pre-Holiday Sales Boost From Lower-Income Shoppers 

November 19, 2025
T.J. Maxx/Marshalls parent TJX says it is seeing robust sales ahead of the holidays. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS...

Ramp Valued at $32 Billion as It Adds Customers and AI Agents

November 17, 2025
Financial operations platform Ramp said Monday (Nov. 17) that it closed a $300 million primary financing round as well as an employee tender offer. Get the Full Story Complete the...

FedEx Projects Earnings Growth, Operational Resilience Ahead of Holiday Season

November 11, 2025
Despite ongoing industry challenges, FedEx Corp told stakeholders and analysts that it has reason to be optimistic going into the holidays — it’s peak shipping season. Get the Full Story...