Earnings live: Sandisk stock surges on huge profit beat, Apple reports record iPhone sales

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• The macroeconomic environment remains supportive with balanced job markets across the globe, underpinning healthy consumer and business spending, though there continues to be ongoing geopolitical and economic uncertainty

  80% confidence

• Profit growth benefited from resilient consumer spending and a strong holiday season

  80% confidence

• We are now seeing a major AI acceleration, with Meta seeing 30% increase in engineer productivity from AI coding tools since beginning of 2025, and power users seeing 80% output increase

  80% confidence

• The fourth quarter capped an incredible year for us, as strong demand for our vacation experiences, coupled with strong execution by our teams, resulted in happy guests and robust financial results

  80% confidence

• Wall Street analysts estimate 8.2% increase in earnings per share for Q4 2025, which if it holds would represent the 10th consecutive quarter of annual earnings growth for the S&P 500

  80% confidence

• We're starting to see agents really work. This will unlock the ability to build completely new products and transform how we work.

  80% confidence

• 2025 was a year filled with a lot of challenges and headwinds, with Q4 being a pretty heavy promotional environment, probably the result of still a lot of pre-tariff loaded inventory market

  80% confidence

• So far in 2026, the company is seeing a normalized environment

  80% confidence

• This partnership is about reimagining how work gets done. It puts the power to build, deploy, and scale mission-critical applications into the hands of every person, in every industry, at every level. Together, we are proving that deeply integrated platforms with an open ecosystem are how the future is built.

  80% confidence

• This quarter's performance underscores our agility in capitalizing on better product mix, accelerating enterprise SSD deployments, and strengthening market demand dynamics, all at a time when the critical role that our products play in powering AI and the world's technology is being recognized

  80% confidence

• We delivered strong financial performance in 2025 with continued momentum in Power and Electrification while focusing on what we can control in Wind. We increased our backlog to $150 billion, with better equipment margins, and are entering 2026 with significant momentum.

  80% confidence