Arm Holdings plc reported record fourth-quarter fiscal 2024 revenue of $1.24 billion, a 34% increase year-over-year, driven by strong adoption of its Armv9 architecture across cloud, mobile, and AI infrastructure sectors. Royalty revenue rose 18% to $607 million, surpassing estimates, while adjusted earnings per share (EPS) came in at $0.55, exceeding the consensus of $0.53. Adjusted operating income reached $655 million, also above expectations. However, the company forecasted first-quarter fiscal 2026 revenue between $1 billion and $1.1 billion and adjusted EPS between $0.30 and $0.38, both below analyst estimates, citing uncertain licensing deals and global trade tensions. AppLovin Corporation posted a 40% year-over-year revenue increase to $1.48 billion in the first quarter of 2025, with adjusted EPS of $1.67, beating estimates. The company announced a definitive agreement to sell its mobile gaming business to Tripledot Studios for $400 million in cash plus a 20% ownership stake. AppLovin's adjusted EBITDA rose 83% to $1 billion, with a 68% margin. Axon Enterprise reported first-quarter 2025 revenue of $604 million, up 34% year-over-year, with adjusted EPS of $1.41, beating estimates. The company raised its full-year revenue outlook by $50 million, citing strong software and services growth and expansion of AI products. Fortinet delivered first-quarter 2025 revenue of $1.54 billion, up 14% year-over-year, with adjusted EPS of $0.58, slightly above estimates, and reported record operating margins. Payoneer Global posted first-quarter revenue of $246.6 million, beating estimates, but EPS of $0.05 missed expectations. DraftKings reported first-quarter 2025 revenue of $1.41 billion, up 20% year-over-year but below consensus, with adjusted EPS of $0.12, missing estimates amid challenging sports outcomes. Papa John’s International saw a 1% revenue increase to $518 million in the first quarter, with adjusted EPS of $0.36, despite a 3% decline in same-store sales. Cloudflare achieved 27% year-over-year revenue growth to $479.1 million in the first quarter, with adjusted EPS in line with estimates. SoundHound AI reported a record first quarter with revenue up 151% to $29.1 million.