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In the quarter Amazon's net income swelled to $62.6 billion, its trailing twelve-month free cash flow turned into a $7.6 billion outflow.

Amazon's second-quarter 2026 net sales rose 20% from a year earlier to $200.61 billion, and operating income rose 43% to $27.46 billion. AWS, the cloud segment, produced $16.62 billion, or 60.5%, of that operating income, and its sales growth excluding currency effects has quickened for four straight quarters to 37%. Net income of $62.65 billion includes $53.42 billion of non-operating income, about $50.5 billion of which is an upward revaluation of Amazon's preferred stock in Anthropic. Over the trailing twelve months, capital spending exceeded operating cash flow and free cash flow swung to a $7.60 billion outflow.

The 73.96 trillion won valuation gain on Samsung Electronics and other shareholdings over six months appears nowhere in half-year net profit of 2,001.4 billion won.

Samsung C&T reports revenue in six segments: construction, trading, fashion, resort, food services, and biologics, the last made up of Samsung Biologics and Samsung Epis Holdings, in each of which it holds 43.06%. Consolidated revenue for the second quarter of 2026 was 11,995.1 billion won and operating profit 1,031.7 billion won, and the biologics segment accounted for 61.0% of first-half operating profit of 1,752.1 billion won. Of total assets of 163.77 trillion won at the end of June, 118.87 trillion won sat in financial assets measured at fair value through other comprehensive income, including a 4.49% stake in Samsung Electronics. The 73.96 trillion won valuation gain on those shares in the first half went to other comprehensive income, leaving half-year net profit of 2,001.4 billion won and earnings per share of 8,798 won untouched.

Revenue grew by KRW 473.7 billion in the quarter, operating expenses grew by KRW 474.9 billion, and operating profit ended KRW 1.2 billion below a year earlier.

NAVER's consolidated revenue for the second quarter of 2026 was KRW 3,388.8 billion, up 16.2% from a year earlier, while operating profit of KRW 520.3 billion was almost unchanged from KRW 521.6 billion. The operating margin fell from 17.9% to 15.4%. The two cost lines that grew the most were partner costs (up KRW 226.5 billion) and marketing (up KRW 122.5 billion). Net profit rose 41.6% to KRW 704.3 billion, but that came from finance income of KRW 301.5 billion and equity-method gains of KRW 176.4 billion rather than from operations. Capital expenditure of KRW 402.8 billion was 2.5 times the year-earlier figure, and consolidated free cash flow, calculated with the formula the company publishes, came to KRW 46.3 billion.

Net sales went from 1,164.9 billion yen to 2,313.1 billion yen while the gross margin fell from 61.0% to 39.3%.

Nintendo's consolidated net sales for the fiscal year ended March 2026 were 2,313.1 billion yen, double the 1,164.9 billion yen of a year earlier. Operating profit over the same year rose from 282.6 billion yen to 360.1 billion yen, up 27.5%, and the gross margin fell from 61.0% to 39.3%. Nintendo Switch 2, released on June 5, 2025, had sold 23.68 million hardware units and 58.17 million software units as of June 30, 2026. The company's stated exchange rate assumption for the fiscal year ending March 2027 is 150.00 yen per dollar and 175.00 yen per euro.

The KRW 253.2bn plant the board approved on August 21 is 1.8 times first-half revenue of KRW 140.5bn and 55.7% of equity at the end of 2025.

Alteogen's consolidated first-half 2026 revenue was KRW 140.5bn, with operating profit of KRW 73.5bn and net profit of KRW 101.3bn, up 37%, 21% and 108% from a year earlier. The company said the result reflects upfront payments and milestones from the ALT-B4 license agreements signed in the first quarter with Biogen and with GSK subsidiary Tesaro. On August 21 the board approved KRW 253.2bn for a new plant in the Dungok district of Daejeon, which the filing puts at 55.7% of equity. The first money tied to actual product sales was the USD 25m sales milestone disclosed on August 31.

Walmart U.S. eCommerce sales rose about $5.7 billion on the year in the second quarter, more than the segment's entire $4.3 billion increase in net sales.

In the second quarter of fiscal 2027, the three months from May to July 2026 that Walmart reported on 20 August, total revenues rose 5.9 percent on the year to $187.94 billion and operating income rose 28.8 percent to $9.38 billion, while consolidated net income attributable to Walmart fell 9.4 percent. Walmart U.S. net sales grew $4.3 billion to $125.19 billion, and eCommerce sales, which include orders placed online and fulfilled by stores as well as certain advertising revenue, went from about $23.7 billion to about $29.4 billion. In the same quarter the company received about $2.9 billion of tariff refunds through the U.S. Customs and Border Protection process and recorded them as a reduction to cost of sales, while other gains and losses, a non-operating line, swung from a $2,708 million gain a year earlier to a $1.2 billion loss. The company raised its full-year outlook for net sales growth to 4.0 to 5.0 percent in constant currency and lifted planned capital expenditures from about 3.5 percent to about 4.0 percent of net sales.

Netflix bought back $4.71 billion of its own stock in the second quarter, its largest quarter of repurchases, while free cash flow over the same three months came to $1.53 billion.

Netflix earns its revenue from member subscriptions and advertising, and most of its cost of revenues is the amortisation of content it licenses or produces. Revenue in the second quarter of 2026 was $12.56 billion, up 13 percent on the year, with an operating margin of 33.4 percent. Cash from operating activities fell 28 percent to $1.74 billion, and the company pointed mainly to a $1,059 million increase in payments for content assets and $620 million of unfavourable changes in working capital. Share repurchases reached $4.71 billion, the most for any quarter, and $19.6 billion of content obligations are still off the balance sheet.

Take out the $11.36 billion that customers paid in advance and Oracle's first-quarter operating cash flow grew 44 percent, not 184 percent.

Oracle earns its money from database and business software, the support contracts attached to it, and computing and storage capacity rented out through its cloud. Revenue for the first quarter of fiscal 2027, which ended on 31 August 2026, was $19.35 billion, up 30 percent on the year, and cloud infrastructure revenue rose 121 percent to $7.39 billion. Capital expenditures of $28.50 billion in the quarter were more than half of the whole of fiscal 2026, and the $23.10 billion of cash from operating activities includes $11.36 billion of customer prepayments. The company raised $19.91 billion by issuing new shares during the quarter, and remaining performance obligations reached $664 billion, $26 billion more than three months earlier.

The KRW 652.4bn rise in Kia's first-half warranty expense equals 69 percent of the KRW 939.7bn fall in operating profit over the same period.

Kia builds and sells passenger cars, RVs and commercial vehicles, and 35.9 percent of its KRW 62.54tn in net revenue for the first half of 2026 was booked by its US sales subsidiary, Kia America. Second-quarter revenue rose 12.6 percent from a year earlier to KRW 33.04tn, but operating profit fell 4.9 percent to KRW 2.63tn and the operating margin slipped from 9.4 to 8.0 percent. The SG&A breakdown puts first-half warranty expense at KRW 2,105.7bn, 44.9 percent more than the KRW 1,453.3bn of a year earlier. In its half-year report the company listed US tariffs, higher incentives mainly in overseas markets, and the revaluation of foreign-currency warranty provisions after a sharp rise in the period-end won-dollar rate among the reasons first-half operating profit fell.

The share count behind Adobe's per-share figure fell by 29 million in a year, so net income growth of 3.1 percent became 10.5 percent on a diluted per-share basis.

Adobe sells software such as Photoshop and Acrobat on subscription, and $6,582 million of the $6,760 million of revenue in its third quarter of fiscal 2026, which ended on 28 August 2026, came from subscriptions. Operating income rose 8.3 percent to $2,354 million, but the income tax charge climbed from $415 million to $530 million, so net income grew 3.1 percent to $1,827 million. Diluted earnings per share rose 10.5 percent to $4.62 because the share count used in the calculation fell from 424 million to 395 million. The board named the next chief executive on 2 September, and the handover takes effect on 1 December.

As of 27 June, not one share under the warrants that let OpenAI and Meta each buy up to 160 million AMD shares at $0.01 had become exercisable.

AMD designs and sells processors and accelerators for data centers, processors and graphics cards for PCs, and embedded chips for industrial equipment. Of $11,536 million of revenue in the second quarter of 2026, which ended on 27 June, $6,718 million came from the Data Center segment, and that segment swung from a $155 million operating loss a year earlier to $2,103 million of operating income. GAAP operating income for the quarter was $1,990 million and diluted earnings per share $1.38. The quarterly report also sets out warrants issued to OpenAI and Meta for up to 160 million shares each, and because no shares had vested or become exercisable by 27 June, nothing about them appears in the financial statements.

Strip the North American production subsidy out of the 113.3 billion won second-quarter operating profit and what is left is a loss of 127.7 billion won.

LG Energy Solution makes and sells batteries for electric vehicles, energy storage systems and small devices, and reports the whole company as a single operating segment. Revenue and other income for the second quarter of 2026 came to 7.56 trillion won, with operating profit of 113.3 billion won. In the same provisional filing the company also stated that, once the North American production subsidy from the US advanced manufacturing production credit and related schemes is taken out, second-quarter revenue was 7.32 trillion won, the operating loss 127.7 billion won and the operating margin minus 1.7 percent. Operating profit turned positive again after one quarter, yet the quarter still closed with a net loss of 328.6 billion won, and retained earnings at the end of June stood at minus 723.4 billion won against 332.2 billion won six months earlier.

Seventy percent of quarterly revenue comes from the semiconductor segment, yet $71,788 million of the $97,801 million of goodwill sits with the software segment.

Revenue and goodwill at Broadcom lean in opposite directions. Of the $29,591 million of revenue in the third quarter of fiscal 2026, which ended on 2 August 2026, $20,839 million came from semiconductor solutions. On the balance sheet, $71,788 million of the $97,801 million of goodwill is allocated to infrastructure software and $26,013 million to semiconductor solutions. Those two segments are the only split the company publishes, and GAAP operating income for the quarter was $15,955 million. Cash spent on property, plant and equipment was $532 million, against $2,006 million of amortization of acquisition-related intangible assets.

In the year-ago quarter the income tax line was not a cost at all but a $2,732 million benefit.

Walt Disney closed the third quarter of fiscal 2026 on 27 June 2026 with revenue of $25.25 billion and diluted earnings per share of $1.51. Add the three segments together and operating income comes to $5.56 billion, 21 percent above the $4.58 billion of a year earlier, while earnings per share fell 48 percent from $2.92. The two figures part company near the bottom of the income statement. The year-ago quarter carried a $2,732 million income tax benefit, and this one carried an $801 million tax expense plus $900 million of restructuring and impairment charges.

Three filings of the same quarter moved group operating profit by 300 million won, while the year on year gap opened up inside the segments.

LG Electronics reports six segments: home appliances (HS), TV and monitors (MS), vehicle components (VS), air conditioning and data centre cooling (ES), the listed subsidiary LG Innotek, and other. Consolidated revenue for the second quarter of 2026 was 23.83 trillion won, operating profit 1.58 trillion won and the operating margin 6.6 percent. The same quarter was disclosed three times, as a provisional filing on 7 July, a corrected filing on 30 July and the half year report on 14 August, and across those three the revenue line lost 3.2 billion won while operating profit gained 300 million won. What did move against a year earlier was the segment mix: of the 939.7 billion won increase in group operating profit, 411.2 billion won came from MS crossing from a 191.7 billion won loss into a 219.4 billion won profit.

The record quarterly revenue was built not on unit sales but on a 1,502 won exchange rate and hybrids.

Hyundai Motor's second-quarter 2026 revenue reached KRW 49.22tn, passing the previous record of KRW 48.29tn set a year earlier. Wholesale deliveries in the same quarter fell 6.9 percent to 991,885 vehicles. Revenue grew anyway because the average won-dollar rate rose 7.0 percent to 1,502 won and because hybrids had their best quarter ever at 187,661 units sold. Operating profit went the other way, down 20.8 percent to KRW 2.85tn for a 5.8 percent margin, as raw material costs rose and a fire at a parts supplier disrupted production.

Cash spent on plant and intangibles, KRW 603.9bn, was larger than the quarter's operating profit of KRW 440.4bn.

Samsung Electro-Mechanics makes MLCCs (multilayer ceramic capacitors), camera modules and semiconductor package substrates. Second-quarter 2026 revenue came to KRW 3,457.2bn, up 24 percent from a year earlier, and operating profit doubled to KRW 440.4bn, up 107 percent, driven by data-center MLCCs and high-end substrates for big-tech customers. In the same quarter the company paid out KRW 603.9bn for plant and intangible assets, more than the KRW 556.8bn its operations brought in, and covered the gap by adding KRW 332.9bn of new borrowings.

Capital spending, $23.9 billion four years ago, came to $115.9 billion this fiscal year.

Microsoft closed fiscal 2026 on 30 June 2026 with revenue of $331.8 billion and operating income of $155.2 billion. Cash from operations reached $182.9 billion, up 34 percent, but additions to property and equipment took $115.9 billion, leaving $67.0 billion, less than the year before. Four years earlier that capital spending line was $23.9 billion. Intelligent Cloud revenue grew 30 percent over the year while the cash going into the equipment behind it grew 80 percent.

Revenue grew 257 percent year on year in the quarter, while cost of sales grew 30 percent.

SK hynix booked revenue of 79.32 trillion won and operating profit of 60.54 trillion won in the second quarter of 2026. Against the same quarter a year earlier revenue rose 257 percent, but cost of sales moved only from 10.25 trillion won to 13.33 trillion won, a 30 percent increase, so the gross margin went from 53.9 percent to 83.2 percent. Almost the entire memory price increase stayed in the company as profit. Net profit of 93.92 trillion won sits more than 33 trillion won above operating profit, and the half year report shows finance income of 65.86 trillion won in between.

Behind the reported 298 percent jump in net income sits a $77.1 billion equity gain that has nothing to do with the operating business.

Alphabet earns most of its revenue from search, advertising and YouTube, and cloud infrastructure sales have recently been growing fast. Revenue for the quarter that closed in June 2026 was $119.8 billion, up 24 percent year over year, while cloud revenue grew 82 percent to $24.8 billion. Net income came in at $112.1 billion, a reported 298 percent surge, but the release itself states that $77.1 billion of that was an after-tax gain on equity holdings, and operating income, the core business measure, grew 30 percent. The gap between those two growth rates comes from the market value of stock the company holds, not from the business itself.

Operating margin climbed from 7.3 to 13.2 percent across six quarters, and in the latest one net profit came to a tenth of the year-earlier figure.

Kakao posted revenue of KRW 2,098.5bn and operating profit of KRW 277.0bn for the second quarter of 2026, so a 9.4 percent rise in revenue met a 35.9 percent rise in operating profit and pushed the operating margin from 10.6 to 13.2 percent. Consolidated net profit went the other way, KRW 18.0bn against KRW 171.8bn a year earlier, after a KRW 180.7bn loss from discontinued operations and a tax charge that grew from KRW 23.2bn to KRW 165.1bn. Read only the operating line or only the bottom line for this quarter and half the company goes missing.

Apple wrote into its own release that roughly 2 points of the quarter's 50.1 percent gross margin came from tariff refunds.

Apple's fiscal 2026 third quarter closed on 27 June 2026 with revenue of $109.4 billion and diluted earnings per share of $2.02. The release states that about 2 percentage points of the 50.1 percent gross margin, and $0.11 of the per-share figure, came from tariff refunds. The financial statements published alongside it split that margin in two, 40.1 percent on products against 75.6 percent on services, which is why services at 28 percent of revenue produce 42 percent of gross profit.

Of $81.6 billion in quarterly revenue, $75.2 billion came from one segment: data center.

NVIDIA reported revenue of $81.6 billion and data center revenue of $75.2 billion for the first quarter of fiscal 2027. That puts 92 percent of the top line in server-bound accelerated computing, leaving $6.4 billion for everything else: gaming, professional visualization and automotive. The fiscal year ends in late January, so the quarter labelled first quarter fiscal 2027 actually closed on 26 April 2026. Every figure below comes from three of the company's own quarterly releases.

Of the 89.5 trillion won in group operating profit, 89.2 trillion came from semiconductors.

Samsung Electronics reported revenue of 171.5 trillion won and operating profit of 89.5 trillion won for the second quarter of 2026. The Device Solutions arm, which runs memory and foundry, accounted for 127.5 trillion won of that revenue and 89.2 trillion won of the profit, while Device Experience, the phone and appliance side, booked 48 trillion won in revenue and an operating loss of 0.8 trillion won. With group profit resting on memory almost alone, this stock tracks the memory price cycle closely. Every figure below is taken straight from the company's own quarterly releases.