Sunday, October 25, 2026
Source trace. Via News points to the documents behind its reporting and shows what we drew from each — so you can check any claim. How we source
News articleYahoo Finance· February 18, 2026

Earnings live: Wingstop stock surges on Q4 earnings beat, Garmin spikes, Analog Devices rises

View original at finance.yahoo.com
Earnings live: Wingstop stock surges on Q4 earnings beat, Garmin spikes, Analog Devices rises The software trade is still under pressure. Late Tuesday, shares of cybersecurity giant Palo Alto Networks (PANW) fell as much as 6% after the company cut its full-year earnings outlook…
Opening lines of the source · Yahoo Finance · short snapshot — read the full document at the original

What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

  • For Q1, Coinbase expects subscription and services revenue of $550 million to $630 million.

    80% confidence
  • McDonald's is not going to not win on value, having made significant progress on value and affordability platforms.

    80% confidence
  • General Mills lowered its fiscal 2026 sales forecast due to a more challenging consumer environment.

    80% confidence
  • Analog Devices cited strong demand from industrial and data center customers as the AI boom continues to drive semiconductor sales.

    80% confidence
  • Garmin forecasts upbeat annual results on strong demand for high-end wearables.

    80% confidence
  • Coinbase has seen $420 million of transaction revenue in the first quarter through Feb. 10.

    80% confidence
  • As of Feb. 13, 74% of S&P 500 companies had reported results, and blended earnings growth stood at 13.2%.

    80% confidence
  • McDonald's is factoring in changing diet preferences such as customers opting for less sugary drinks into its offerings being tested.

    80% confidence
  • If the 13.2% growth rate holds, it would represent the 10th consecutive quarter of annual earnings growth for the S&P 500 and the fifth consecutive quarter of double-digit growth.

    80% confidence
  • As GLP-1 drug adoption grows, consumers eat fewer calories per day and also change the mix of what they eat.

    80% confidence
  • Many McDonald's locations would keep the Extra Value Meal deal as it is fundamental in the current operating environment.

    80% confidence
  • Crocs issued full-year 2026 profit guidance of $12.88 to $13.35 per share, beating analysts' estimates of $11.92.

    80% confidence
  • Airbnb forecast Q1 2026 revenue between $2.59 billion and $2.63 billion, above analyst expectations of $2.52 billion, suggesting strong demand for premium bookings.

    80% confidence
  • Coinbase user funds are safe despite exchange issues.

    80% confidence

Cited in these Via News reports

What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Enterprise Software Races to Govern and Consolidate Around Agentic AI
Enterprise software vendors are repositioning around autonomous AI agents. Salesforce is acquiring Braze, ServiceNow is launching agent governance tools (AI Passport, Super Intelligence Control Tower), SAP is pushing its 'Autonomous Enterprise', and Zeta is launching AthenaOS and its own inference model. Palantir is embedding itself in banking, aviation and sovereign AI infrastructure through partnerships with Customers Bank, Surf Air, Ondas and Armada. Governance, data sovereignty and enforced policy are emerging as preconditions for regulated sectors like finance. Investors such as Norwest see room to disrupt ERP and finance software, and they caution that AI should not be trusted with financial calculations. Consolidation and shareholder disputes (Salesforce/Braze, Tiny/Oso Cloud, ZenaTech/Boardwalktech) show the market reshaping.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
We flag conflicts openly ›
Recently verified
✓ Checked against the original source
4,994
facts traced to their source — and we flag the ones that don't hold up.
101 entities tracked4,994 facts checked against source5,500 source documents archived
Query this data → isubstrate.com