Corporate earnings & company news
Daniel Okafor
Daniel covers corporate earnings and what companies actually say in their filings — not just the headline number.
Revenue · Margins · Cash flow
Articles by Daniel Okafor
Technology
A revenue bridge through AMD’s $13.4bn quarter
Segment arithmetic shows how Data Center generated more than the company’s net sales increase. A second calculation traces the gap between profit and cash.
Technology
Can Oracle turn more chip suppliers into lower operating costs?
NVIDIA and AMD disclosures widen the hardware menu. Software portability, engineering work and repeat production workloads determine the cost of using it.
Business
Holiday parcel margins begin with shipment timing
ISM reports slower supplier deliveries across services. UPS’s eventual results will show how volume timing, delivery density and operating costs affected its own network.