Companies

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• Ibiden — Ibiden earns most of its operating income from substrates, the small boards that connect a chip to the rest of a server, and buyers want those for AI chips faster than the industry can make them. Article · Video
• Apple — Apple earns most of its revenue from iPhones and other devices, and much of its gross profit from Services sold to the owners of those devices. Article · Video
• Intel — Intel earns its profit by selling chips for data centers and PCs, and loses much of that profit in Intel Foundry, the business that runs Intel's factories. Article · Video
• Tesla — Tesla earns most of its gross profit by selling cars and is spending a growing share of that profit on research into self-driving cars, Optimus robots and the AI chips that run both. Article · Video
• Amazon — Amazon earns most of its operating income from AWS, which rents computing to other companies, while its store keeps a thin share of each sale. Article · Video
• Alphabet — Alphabet earns most on search ads, and its fastest-growing profit comes from renting out computing that it must build first. Article · Video
• SK hynix — SK hynix earns on the gap between the price of memory and its cost per bit, a gap that widens when buyers want more memory than the makers can supply. Article · Video
• Visa — Visa earns a small fee on each payment its network carries between a shopper's bank and a shop's bank, and a growing share of its revenue from services it sells to banks and merchants. Article · Video
• Spotify — Spotify earns on the share of each subscription it keeps after paying record labels, music publishers and other rights holders. Article · Video
• Disney — Disney earns on characters from its films and shows, through theme parks, hotels, cruise ships and consumer products. Article · Video
• Coca-Cola — Coca-Cola earns mostly on the concentrate it sells to bottlers, at a price that rises with what the bottlers charge. Article · Video
• McDonald's — McDonald's earns mostly on the rent and royalties that franchisees pay as a share of their sales. Article · Video
• Eli Lilly — Eli Lilly earns on selling far more doses of one compound, tirzepatide (Mounjaro and Zepbound), at lower prices while its patent is in force. Article · Video
• Netflix — Netflix earns when revenue grows faster than the cost of the new shows it must keep making or licensing. Article · Video · Q3 2026 results
• Costco — Costco earns on the fee members pay to shop there. Article · Video
• TSMC — TSMC earns on building the most advanced chips at a yield almost no rival can match. Article · Video · Q3 2026 results
• Nvidia — Nvidia sells chips, but it earns on CUDA, the software that makes its chips hard to leave. Article · Video

For when each company reports next, see Earnings Dates. Educational only, not investment advice.