Earnings & Performance

AI-driven advertising algorithm changes at major platforms are creating significant revenue swings for direct-to-consumer beauty tech companies. ODDITY Tech expects Q1 2026 revenue to decline following algorithmic disruptions at its largest advertising partner, demonstrating how platform changes can impact AI-powered retail models.

Broadcom reported AI revenue growth of 106% year-over-year, with AI networking accounting for one-third of AI sales and growing 60%. Non-AI revenues remained flat at $4.1 billion, highlighting a bifurcation that sent shares lower despite strong AI performance.