Revenue

• RadNet, Inc. rapporteerde op 10 mei 2026 een omzet van $575,6 miljoen over het eerste kwartaal van 2026, een stijging van 22,1% ten opzichte van $471,4 miljoen in Q1 2025. • Het bedrijf heeft zijn prognoses voor 2026 voor de omzet van beeldvormingscentra, aangepaste EBITDA en vrije kasstroom naar boven bijgesteld, wat getuigt van een sterk operationeel momentum. • Deze prestaties onderstrepen de groeiende vraag naar diagnostische beeldvormingsdiensten te midden van de uitbreiding van de zorgsector en investeringen in capaciteit.

• Allison Transmission rapporteerde een omzetstijging van 84% in Q1 2026, voornamelijk aangestuurd door een recente overname te midden van macroeconomische onzekerheid. • Het bedrijf bevestigde de richtlijnen voor het volledige jaar 2026 die op 23 februari waren uitgebracht, waarbij rekening is gehouden met de resultaten van Q1 en geopolitieke risico's. • Deze prestatie benadrukt de door overnames gedreven groei in de transmissiesector, met implicaties voor industriële leveranciers.

• The Trade Desk rapporteerde een omzet van $688,86 miljoen in Q1 2026, een stijging van 12% op jaarbasis en hoger dan de consensusverwachting van $678 miljoen. • De aangepaste EBITDA bedroeg $206 miljoen met een marge van 30%, een daling ten opzichte van 34% in Q1 2025, terwijl de aangepaste winst per aandeel (EPS) van $0,28 lager uitviel dan de voorspelde $0,32. • De aandelen daalden op 7 mei met 1,75% naar $23,08, waarmee ze nu 77,62% lager staan dan het 52-weken hoogtepunt van $91,45, nadat CEO Jeff Green verwees naar macro-economische complexiteiten.

• B. Riley Financial (NASDAQ: RILY) behaalde in Q1 2026 een omzet van $352 miljoen, een stijging ten opzichte van $186 miljoen vorig jaar, met een nettoresultaat beschikbaar voor gewone aandeelhouders van $211,3 miljoen. • De Adjusted EBITDA bereikte $262,2 miljoen, inclusief een operationele adjusted EBITDA van $34,6 miljoen, een stijging van bijna 40% ten opzichte van het voorgaande kwartaal; de netto schuld daalde naar $372 miljoen. • De sterke prestaties weerspiegelen een robuuste activiteit in de financiële diensten, wat bijdraagt aan de liquiditeit in een volatiele marktomgeving.

• ServiceNow kondigde op 8 mei 2026 een doel van 32 miljard dollar aan omzet tegen 2030 aan, waarbij de 'Action Fabric' prijslaag voor AI-agenten werd geïntroduceerd. • De strategie is een antwoord op uitdagingen in de SaaS-markt door geavanceerde AI-agenten voor geautomatiseerde workflows in het platform te integreren. • Deze stap signaleert de verschuiving van enterprise software naar AI-orchestratie, wat het IT-servicemanagement potentieel kan hervormen.

• Morgan Stanley announced Q1 2026 results on May 5, with net revenues reaching $20.6 billion, a 16% increase from the prior year, and net income applicable to shareholders at $5.4 billion, up 30%. • Diluted EPS rose to $3.43 from $2.60, while ROE hit 21.0% and ROTCE achieved 27.1%, surpassing the firm's 20% ROTCE target. • Institutional Securities revenues surged 19% to $10.7 billion, fueled by strong Markets performance and a 36% rebound in Investment Banking, particularly Advisory; Wealth Management grew 16% to $8.5 billion with $118.4 billion in net new assets.

• Grab Holdings Limited announced Q1 2026 results on May 5, with revenue surging 24% year-over-year to $955 million, driven by On-Demand and Financial Services growth in Southeast Asia. • On-Demand GMV rose 24% to $6.1 billion, monthly transacting users increased 16% to 51.6 million, and adjusted EBITDA hit a record $154 million, up 46% with a 16.2% margin. • Profit for the period climbed to $120 million from $10 million last year, boosted by operating improvements and a $95 million gain in fair value of financial assets.

• The United States naval operations in the Gulf of Oman and Strait of Hormuz have caused Iran nearly $4.8 billion in lost oil revenue, according to Pentagon estimates reported by Axios. • Pentagon spokesperson Sean Parnell, citing Press Secretary Joel Valdez, states the blockade enforces sanctions and curbs Iran's maritime oil trade to weaken funding for militant activities. • The Strait of Hormuz remains central to tensions as a vital global oil chokepoint, risking escalation in energy markets and regional stability.

• Cerebras Systems, developer of the wafer-size WSE-3 AI chip, filed to go public on April 17, 2026, amid accelerating revenue. • The company secured a $125 million revolving credit facility from Morgan Stanley, expandable to $850 million post-IPO, plus a $1 billion loan from OpenAI. • This IPO positions Cerebras to capitalize on surging demand for specialized AI hardware in US data centers and enterprises.

• Amazon Web Services (AWS) achieved a $15 billion annual run rate in AI revenue during Q1 2026, according to CEO Andy Jassy's annual shareholder letter. • Amazon's internal chips business now generates over $20 billion per year, supporting AI infrastructure and custom silicon development. • The figures underscore Amazon's aggressive push into AI and cloud computing dominance amid intensifying competition from Microsoft Azure and Google Cloud.

• Taiwanese electronics manufacturer Foxconn reported strong first-quarter revenue growth, yet issued a cautious outlook for future quarters citing escalating geopolitical tensions as a primary risk factor. • The company's performance reflects broader concerns among multinational corporations about supply chain disruptions and market volatility stemming from the Iran conflict and US-China relations.

• Meta Platforms reported Q1 revenue of $39.1 billion, growing 27% year-over-year and substantially exceeding Wall Street consensus estimates, driven by robust advertising demand and improved cost management. • Average revenue per user (ARPU) in the United States increased 18% year-over-year to $54.62, reflecting higher-value ad inventory and refined targeting capabilities powered by artificial intelligence. • The company guided Q2 revenue at $37-39.5 billion, cautioning of seasonal moderation, though full-year guidance remains constructive and suggests sustained advertiser confidence despite macro uncertainty.

• Amazon reported Q1 revenue of $178.4 billion, exceeding analyst expectations by 6%, with AWS (Amazon Web Services) cloud division generating $27.8 billion in revenue and posting 31% year-over-year growth. • Net income reached $5.1 billion, representing a 47% increase versus the year-ago quarter, driven by operational efficiencies and robust demand for cloud infrastructure supporting AI applications. • The company raised full-year revenue guidance to $760-775 billion, the upper end of which implies acceleration in growth rates, reinforcing Amazon's position as a primary beneficiary of enterprise AI spending and consumer e-commerce resilience.

• Nvidia posted first-quarter revenue of $28.3 billion, representing a 106% year-over-year increase and surpassing Wall Street consensus forecasts by 8%, driven primarily by sustained demand for AI data center GPUs. • The chipmaker's gross margin expanded to 72.1%, the highest level in five quarters, as production efficiency gains and favorable product mix offset supply chain costs. • Guidance for Q2 revenue of $32-34 billion exceeded analyst estimates, reinforcing investor confidence in the artificial intelligence infrastructure boom and supporting semiconductor sector valuations amid broader market volatility.

• Rezolve AI announced 543% growth in the second half of 2025, raising its 2026 revenue guidance to $360 million on March 30, 2026. • The company delivered strong financial results, highlighting accelerated adoption of its AI platform in enterprise commerce. • This milestone underscores investor confidence in AI-driven marketing tech amid a structural shift in the martech landscape.

• MarqVision's 2026 State of Brand Integrity Report reveals AI-driven counterfeits impose a 10% 'AI tax' on annual revenue for US brands over $10M. • Survey of 96 US companies shows 85% prioritize revenue protection, but only half measure takedown impact effectively. • Counterfeiters exploit viral marketing with AI-generated fakes, eroding trust in fashion, electronics, and consumer goods.

• Vercel, a platform for hosting web apps and AI agents founded by Guillermo Rauch, announced run-rate GAAP revenue of $340 million as of late February 2026. • Revenue surged 86% year-over-year, fueled by explosive demand for AI-powered coding tools and developer platforms. • The $9.3 billion unicorn powers popular interfaces like Jmail for viewing Epstein Files, showcasing real-world AI agent adoption.

• NVIDIA CEO Jensen Huang announced at GTC in San Jose a forecast of $1 trillion in sales from Blackwell and Rubin chips by late 2027, doubling the prior $500 billion estimate through 2026. • The company unveiled a new inference system generating 700 million tokens per second, 350 times faster than the Hopper generation, to counter custom chips from competitors like Google. • NVIDIA's DRIVE platform for robotaxis, valued at $1.2 trillion by Morgan Stanley, is adopted by Uber and BYD, with Uber's fleet launching in 2028; data center revenue hit $192 billion last year, up 66%.

• Apple is projected to generate more than $1 billion in AI-related revenue this year, even as it trails rivals in generative AI product launches, according to The Wall Street Journal. • Wall Street analysts focus on Apple's monetization strategy leveraging its services ecosystem and premium hardware rather than first-to-market demos. • This approach highlights how distribution and installed base can drive consumer AI profitability over raw model capabilities.

• Nvidia has announced plans to achieve $1 trillion in revenue over the next seven quarters, requiring average quarterly revenue of approximately $143 billion, nearly triple current levels. • The company must add around $65 billion in quarterly revenue from current levels, equivalent to Amazon Web Services' or AMD's annual sales each quarter. • Success depends on sustained AI infrastructure demand, increased production capacity, and supply chain optimization, with projections suggesting Nvidia could need to reach $200 billion per quarter by end of 2027.

Chancellor seeks to tackle centralised and ‘geographically unequal’ country in ‘a genuine break with the past’Business live – latest updatesRachel Reeves has announced that the Treasury will draw up plans to give regional leaders a share of national tax revenues as part of a radical plan to rebalance the economy of England.Setting out her intention of creating “investment-led growth”, the chancellor promised “a genuine break with the past” that would shift spending power away from Westminster. Continue reading...

• The Trump administration is using Section 301 of the 1974 Trade Act to investigate foreign factory capacity and forced labor, aiming to offset $1.6 trillion in tariff revenue lost due to a Supreme Court ruling on February 20. • Public hearings are scheduled for May 5 on factory capacity and April 28 on forced labor, with the goal to complete probes before the current 10% import tariffs expire in 150 days. • Trump imposed a temporary 10% tariff on all imports post-ruling, plans to raise it to 15%, but faces challenges from two dozen states; remaining tariffs on China, Canada, steel, lumber, and cars expected to yield $668 billion over a decade.

Adobe reported Q1 2026 earnings on March 13 beating top and bottom lines but faced declines in annual recurring revenue for its traditional stock photo segment due to AI-generated imagery competition. AI disruption battered the segment, leading to a tough post-earnings stock reaction. ARR imagery revenue fell notably as users shift to generative tools. This underscores AI's transformative pressure on creative software markets.