February 26, 2026 Financial summary | Financial Summary | | | [D] FY24 | | | | | [D] FY25 | | | FY26 | | | Guidance[C] | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | (millions, except per share data) | Q1 | Q2 | Q3 | Q4 | FY | Q1 | Q2 | Q3 | Q4 | FY | Q1 | Q2 | FY26 Q3 | FY26 | | Global Business Solutions | $2,344 | $2,245 | $2,387 | $2,557 | $9,533 | $2,544 | $2,671 | $2,849 | $3,013 | $11,077 | $2,991 | $3,164 | | $12,633 - $12,742 | | % change YoY | 18% | ...

The financial technology company's profit guidance for the fiscal third quarter – which overlaps with peak tax season – came in short of Wall Street's expectations. ...

Group 1 - Coupang reported a fourth-quarter revenue of $8.8 billion, reflecting an 11% increase year-over-year, but fell short of analyst expectations of $8.9 billion [1][1][1] - The revenue forecast was based on LSEG SmartEstimate, which prioritizes analysts with a consistent track record of accuracy [1][1][1] Group 2 - The results indicate a potential challenge for Coupang in meeting market expectations despite a year-over-year growth in revenue [1][1][1] - The e-commerce sector continues to face scrutiny as companies navigate competitive pressures and changing consumer behaviors [1][1][1]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________________________ FORM 10-Q | ☑ Quarterly report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 | | --- | | For the quarterly period ended January 31, 2026 | | OR | | ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 | | For the transition period from ____________ to ____________ . | | Commission File Number 0-21180 | | INTUIT INC. ...

Intuit expects profit below estimates on higher marketing spend during US tax season | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]An Intuit logo appears in this illustration taken August 18, 2025. REUTERS/Dado Ruvic/Illustration [Purchase Licensing Rights, opens new tab]- Companies- Summary- Intuit has partnerships with AI startups Anthropic and OpenAI- Company's second-quarter revenue up 17% at $4.65 billion- Intuit expects abo ...

Exhibit 99.01 Contacts: Investors Media Anne-Sophie Seigneurbieux Kali Fry Intuit Inc. Intuit Inc. 650-944-5655 650-944-3036 anne-sophie_seigneurbieux@intuit.com kali_fry@intuit.com Intuit Reports Strong Second-Quarter Results and Reiterates Full-Year Guidance Global Business Solutions Online Ecosystem Revenue Grew 21 percent; Consumer Revenue Grew 15 percent MOUNTAIN VIEW, Calif. - February 26, 2026 - Intuit Inc. (Nasdaq: INTU), the global financial technology platform that makes Intuit TurboTax, Credit Ka ...

来源：市场资讯 （来源：君实财经） Circle (CRCL) 2025 年第四季度财报电话会议记录 日期 2026年2月25日星期三上午8点（美国东部时间）电话参与者 首席财务官 — 杰里米·福克斯-吉恩 投资者关系副总裁——约翰·安德鲁斯要点 USDC 流通量——截至期末为 753 亿美元，同比增长 72%，其中平台内 USDC 增长 5.6 倍至 125 亿美 元，占总流通量的 17%。 链上交易量——本季度接近 12 万亿美元，同比增长 247%，表明数字美元的实用性和普及程度不断提 高。 总收入和储备金收入——7.7亿美元，同比增长77%，主要得益于美国存款账户增长和其他收入组成部 分。 调整后 EBITDA为 1.67 亿美元，同比增长 412%，调整后 EBITDA 利润率为 54%。 扣除分销成本后的收入利润率 (RLDC)为 40.1%，本季度环比增长 0.6 个百分点，主要原因是其他收入 增加。 分销、交易和其他成本——4.61亿美元，同比增长52%，其中包括上一年向一家大型合作伙伴支付的 6000万美元一次性款项。 其他收入——3700万美元，其中包括来自区块链网络合作的2470万美元和 ...

(NYSE: PLTR | PLTR Price Prediction) and Snowflake (NYSE: SNOW) just reported earnings revealing two companies attacking AI from…]## Snowflake Enjoys Avalanche of Growth and Profitability[Rich Duprey | Feb 27, 2025 at 1:36 PM EST Snowflake (NASDAQ:SNOW) is proving the turnaround strategy is working. CEO Sridhar Ramaswamy, who took over less than a year ago,…]## Atlassian Shares Jump on Strong FY26 Q1 Earnings[Joel South | Oct 30, 2025 at 6:41 PM EDT Atlassian (NASDAQ: TEAM) delivered a solid quarter that re ...

Group 1 - The technology stock trade has faced challenges in 2026, primarily due to fears surrounding artificial intelligence disruptions and a shift in investor interest towards lagging sectors [1] - The S&P 500 technology sector has declined by 3.5% year-to-date, marking its worst start since 2022 [1] - Software companies have been particularly affected, with the S&P 500 software and services index down 23% in 2026, the worst start on record for this group [1] Group 2 - Nvidia's upcoming quarterly report is seen as a critical test for the tech sector, as it is a key player in AI and its results could significantly impact the industry [1] - The semiconductor and hardware sectors have shown resilience, with gains of 7% and over 4% respectively in 2026, contrasting with the struggles of software companies [1] - The "Magnificent Seven" group of megacap stocks, including Nvidia, has had a mixed performance in 2026, with Nvidia being the best performer, up over 3%, while Microsoft has dropped nearly 20% [1] Group 3 - Despite the tech sector's struggles, it remains crucial for major benchmark indexes, holding a 33% weighting in the S&P 500, making it difficult for indexes to rise significantly without tech's support [1] - Other sectors such as materials and energy have performed well, with both climbing over 20% since the tech sector peaked in late October 2025 [1] - The overall market has remained relatively unchanged since late October, indicating that the tech sector's performance is pivotal for broader market movements [1]

导语 1月下旬以来，全球软件行业迎来了"末日抛售"。 2月24日周二，A股马年首个交易日，软件股延续年前跌势；20日港股马年首个交易日，软件股在农历 新年的第一声锣响中也一样延续年前跌势。几大软件巨头股价均从1月中旬的最高点跌去40%至50%。 隔夜美股（当地时间23日周一）出现惊悚一幕，国际商业机器公司（IBM）收盘下跌13.2%，收报 223.35美元，单日市值蒸发约310亿美元，创下2000年10月以来最大单日跌幅，今年以来累计下跌超过 了24%。原因是Anthropic周一宣布Claude Code新增功能，自动化完成COBOL现代化改造中最复杂的代 码探索与分析工作。 这又是一起"AI恐慌交易"。1月下旬以来，全球软件行业就迎来了"末日抛售"。标普500软件与服务指数 （包含微软、Adobe等约140家公司）跌幅最大超过18%，较2025年9月高点跌去约30%。 两大导火索 对全球软件业上市公司的这场抛售，有两个导火索。 你可能觉得这太逆天了，其实也没有那么逆天。比如你是外卖跑腿小哥，在APP上接单，和你直接打交 道的是这个APP，你并不认识下单的客户，只知道是个人。TA也许是另一个人的助理，帮TA ...