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Source document· November 3, 2025

Earnings live: Berkshire Hathaway profits rise, Beyond Meat postpones earnings, with Palantir results on deck

View original at finance.yahoo.com
Earnings live: Berkshire Hathaway profits rise, Beyond Meat postpones earnings, with Palantir results on deck The third quarter earnings season is in full swing, with several AI players reporting results this week, including Palantir (PLTR), AMD (AMD), and Supermicro (SMCI)…
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  • Analysts expected S&P 500 companies to report a 7.9% jump in earnings per share during the third quarter coming into the quarter

    80% confidence
  • The announcement we made a few days ago was not really financially driven, and it's not even really AI driven — not right now, at least. It's culture

    80% confidence
  • We are incredibly excited about the strength we're seeing across our products and services, and we expect the December quarter's revenue to be the best ever for the company and the best ever for iPhone

    80% confidence
  • Our third quarter results exceeded expectations, underscoring the strength of our strategy and the resilience of our business model

    80% confidence
  • The cooling in the labor market has been gradual

    80% confidence
  • The iPhone 17 is facing supply constraints due to high demand

    80% confidence
  • Partners operating in government programs like Medicaid and Medicare are facing significant financial and affordability pressures

    80% confidence
  • We continue to see strong momentum and growth across Amazon as AI drives meaningful improvements in every corner of our business

    80% confidence
  • We're seeing continued signs of stabilization across our core markets, as well as positive growth in AI

    80% confidence
  • You're going to see us continue to be very aggressive in investing in capacity because we see the demand

    80% confidence
  • AWS is growing at a pace we haven't seen since 2022, re-accelerating to 20.2% YoY

    80% confidence
  • If 10.7% EPS growth holds, it would mark the fourth straight quarter of double-digit earnings growth but a deceleration from the 12% earnings growth reported in Q2 of this year

    80% confidence
  • As of Oct. 31, 64% of S&P 500 companies have reported results, and analysts are expecting a 10.7% jump in earnings per share during the third quarter

    80% confidence
  • As a result of these factors, we expect margin pressure within our Pharmacy Benefit Services segment over the next two years

    80% confidence
  • AI-related revenue approximately doubled year over year in Q3

    80% confidence
  • We are committed to operating like the world's largest startup, and that means removing layers

    80% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Enterprise Software Races to Govern and Consolidate Around Agentic AI
Enterprise software vendors are repositioning around autonomous AI agents. Salesforce is acquiring Braze, ServiceNow is launching agent governance tools (AI Passport, Super Intelligence Control Tower), SAP is pushing its 'Autonomous Enterprise', and Zeta is launching AthenaOS and its own inference model. Palantir is embedding itself in banking, aviation and sovereign AI infrastructure through partnerships with Customers Bank, Surf Air, Ondas and Armada. Governance, data sovereignty and enforced policy are emerging as preconditions for regulated sectors like finance. Investors such as Norwest see room to disrupt ERP and finance software, and they caution that AI should not be trusted with financial calculations. Consolidation and shareholder disputes (Salesforce/Braze, Tiny/Oso Cloud, ZenaTech/Boardwalktech) show the market reshaping.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
We flag conflicts openly ›
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