HUBSHUBSPOT INC · FY2025 10-K · figures checked against SEC
First GAAP profit — but read the cash, and watch the slowing growth.
Read the brief →NVDANVIDIA CORP · FY2026 10-K · figures checked against SEC
Payments aside — extraordinary growth, decelerating, on cash-backed earnings.
Read the brief →AAPLApple Inc. · FY2025 10-K · figures checked against SEC
Flat units, record margins — a Services-mix and capital-return story now.
Read the brief →MSFTMICROSOFT CORP · FY2025 10-K · figures checked against SEC
AI cloud is compounding, but the infrastructure bill is now the cash-flow story.
Read the brief →GOOGLAlphabet Inc. · FY2025 10-K · figures checked against SEC
Advertising still funds the machine; AI now shows up in Search, Cloud, and capex.
Read the brief →METAMeta Platforms, Inc. · FY2025 10-K · figures checked against SEC
Ads fund the AI and wearables build; growth is strong, but capex absorbs more cash.
Read the brief →AMZNAMAZON COM INC · FY2025 10-K · figures checked against SEC
Growth and margin improved, but AI/logistics capex consumed the cash story.
Read the brief →ADBEADOBE INC. · FY2025 10-K · figures checked against SEC
Margins and cash flow improved as the product story reset around Firefly and AI workflows.
Read the brief →CRMSalesforce, Inc. · FY2026 10-K · figures checked against SEC
Agentforce reframes the platform; the mature story is margin and free cash flow.
Read the brief →NOWServiceNow, Inc. · FY2025 10-K · figures checked against SEC
Workflow SaaS is still compounding; AI is being sold as the execution layer, not just insight.
Read the brief →ORCLORACLE CORP · FY2025 10-K · figures checked against SEC
Cloud revenue grew, but AI infrastructure capex erased free cash flow.
Read the brief →CSCOCISCO SYSTEMS, INC. · FY2025 10-K · figures checked against SEC
Free cash flow improved, but the story is now Splunk, security, and AI-ready infrastructure.
Read the brief →UBERUber Technologies, Inc · FY2025 10-K · figures checked against SEC
The marketplace has become a cash engine; the live risk is regulatory durability.
Read the brief →BKNGBooking Holdings Inc. · FY2025 10-K · figures checked against SEC
High-margin travel cash generation, with Connected Trip and AI layered onto accommodations.
Read the brief →LULUlululemon athletica inc. · FY2025 10-K · figures checked against SEC
International growth is masking Americas softness and weaker cash conversion.
Read the brief →HDHOME DEPOT, INC. · FY2025 10-K · figures checked against SEC
Sales grew, but margin and free cash flow slipped as the Pro distribution bet expanded.
Read the brief →NFLXNETFLIX INC · FY2025 10-K · figures checked against SEC
Revenue, margin, and free cash flow are now compounding together.
Read the brief →WMTWalmart Inc. · FY2026 10-K · figures checked against SEC
An enormous low-margin retailer is becoming a broader omnichannel operating system.
Read the brief →TSLATesla, Inc. · FY2025 10-K · figures checked against SEC
Automotive profit reset; cash and AI/energy optionality now carry more of the thesis.
Read the brief →AVGOBroadcom Inc. · FY2025 10-K · figures checked against SEC
VMware and AI infrastructure are scaling cash flow, but leverage and concentration matter.
Read the brief →AMDADVANCED MICRO DEVICES INC · FY2025 10-K · figures checked against SEC
AI infrastructure is finally showing up in growth, margin, and free cash flow together.
Read the brief →QCOMQUALCOMM INC/DE · FY2025 10-K · figures checked against SEC
The handset franchise recovered, and the cash story is stronger than the GAAP bottom line.
Read the brief →TXNTEXAS INSTRUMENTS INC · FY2025 10-K · figures checked against SEC
Analog demand is recovering while the heavy 300mm capex cycle starts to roll off.
Read the brief →DISWalt Disney Co · FY2025 10-K · figures checked against SEC
The entertainment platform is showing operating leverage while streaming and sports are being rebuilt.
Read the brief →COSTCOSTCO WHOLESALE CORP /NEW · FY2025 10-K · figures checked against SEC
The membership flywheel kept compounding with cleaner cash and a net-cash balance sheet.
Read the brief →CATCATERPILLAR INC · FY2025 10-K · figures checked against SEC
Backlog surged, but margins rolled over in a cyclical and cost-heavy year.
Read the brief →PEPPEPSICO INC · FY2025 10-K · figures checked against SEC
A resilient branded staples platform, but margin pressure and Walmart concentration matter.
Read the brief →NKENIKE, Inc. · FY2025 10-K · figures checked against SEC
Nike is in a reset year: revenue, earnings, and cash flow fell, but an insider purchase cluster appeared.
Read the brief →SBUXSTARBUCKS CORP · FY2025 10-K · figures checked against SEC
Back to Starbucks is a real restructuring story: revenue rose, but margin and cash flow fell hard.
Read the brief →TGTTARGET CORP · FY2025 10-K · figures checked against SEC
Stores-as-hubs remains the asset, but sales, earnings, and free cash flow moved lower.
Read the brief →KOCOCA COLA CO · FY2025 10-K · figures checked against SEC
Coca-Cola's global bottling system delivered modest growth with a sharp operating-margin rebound.
Read the brief →PGPROCTER & GAMBLE Co · FY2025 10-K · figures checked against SEC
P&G barely grew sales, but margin discipline lifted earnings while cash flow stepped down.
Read the brief →UPSUNITED PARCEL SERVICE INC · FY2025 10-K · figures checked against SEC
UPS is reshaping its customer mix, but revenue, margin, and free cash flow moved lower.
Read the brief →RTXRTX Corp · FY2025 10-K · figures checked against SEC
RTX converted aerospace and defense demand into stronger revenue, margin, cash flow, and backlog.
Read the brief →GDGENERAL DYNAMICS CORP · FY2025 10-K · figures checked against SEC
General Dynamics grew revenue and free cash flow while staying tied to long-cycle government programs.
Read the brief →CMICUMMINS INC · FY2025 10-K · figures checked against SEC
Cummins delivered a margin and cash-flow rebound despite slightly lower sales.
Read the brief →