What's new to streaming this week? (May 30, 2025)
Looking for something great to watch at home? Streaming subscribers are spoiled for choice between Hulu, Netflix, HBO Max, Disney+, Apple TV+, Prime Video, Shudder, Paramount+, Peacock, and more. And that's before you even look at the vast libraries of movies and television programs within each one!
Don't be overwhelmed or waste an hour scrolling through your services to determine what to watch. We've got your back, whatever your mood. Mashable offers watch guides for all of the above, broken down by genre: comedy, thriller, horror, documentary, and animation, among others. But if you're seeking something brand-new (or just new-to-streaming), we've got you covered there, too.
Mashable's entertainment team has scoured the streaming services to highlight the most buzzed-about releases of this week and ranked them from worst to best — or least worth your time to most-watchable. Whether you're in the mood for twisted true crime tales, romantic misadventures, a tech bro drama, a twenty-something buddy comedy, or superhero action, we've got something just for you.
Here's what's new on streaming, from worst to best.
Cold Case is an ongoing true crime franchise focusing on unsolved mysteries, like the JonBenét Ramsey murder. The latest iteration focuses on the Tylenol murders, the name given to the bizarre incident when seven people in Chicago died from cyanide-laced Tylenol capsules.
In this three-part documentary, directors Yotam Guendelman and Ari Pines speak to family members of the victims, giving a fuller understanding of the losses from this strange crime. Archival footage traces how the media covered the story, chasing down suspects. Amid the breadth of this doc's story, there will also be graphic images of a dead body, so brace yourself.
While the content is disturbing and heart-breaking, the series itself is frustratingly slow. Netflix has been accused of stretching out such shocking stories over multiple episodes to keep viewers logged on. And Cold Case: The Tylenol Murders feels like it's stalling for time more than probing the topic. —Kristy Puchko, Entertainment Editor
How to watch: Cold Case: The Tylenol Murders is now streaming on Netflix.
A more successful true crime mini-series is The Mortician, which perhaps is no surprise as HBO has a history of producing great true crime docs, like The Jinx, Mind Over Murder, and I'll Be Gone in the Dark.
SEE ALSO: The 30 best true crime documentaries on Max right now
Told over three episodes, The Mortician focus on the horrific tale of David Sconce, whose work at his family's funeral home in the Los Angeles area made him infamous. Sconce did not do his duty to the dead or their grieving families. One particularly egregious example of Sconce's unethical behavior? He cremated bodies simultaneously, meaning their ashes would be mixed together; loved ones were presented with urns most likely holding a mixture of strangers' cremains.
In The Mortician's first episode, Sconce defends himself to director Joshua Rofé, and you get a taste of his argument in the trailer. It won't make this doc any easier to stomach, and some of the footage of remains are gut-wrenching on their own. Be warned, the story gets wilder each episode, as do Sconce's excuses. — K.P.
How to watch: The Mortician debuts on HBO Max on June 1, with new episodes premiering June 8 and 15 at 9 p.m. ET/PT.
Alafair Burke's crime novel The Better Sister gets the TV treatment with Jessica Biel and Elizabeth Banks in the lead. In the new eight-part series from Prime Video, the pair play estranged sisters Chloe (Biel) and Nicky (Banks), whose reunion comes after Chloe's husband, Adam (Corey Stoll), is brutally murdered.
But there's more going on under the surface here, as Adam is actually also Nicky's ex, who married her sister and lived with her along with Nicky's teen son Ethan (Maxwell Acee Donovan). Bit awkward. Suffice to say tensions are high. Chloe and Nicky must wade into family secrets as detectives Nancy Guidry (Kim Dickens) and Matt Bowen (Bobby Naderi) investigate his death, and the sisters try to keep the press off their lawn.* — Shannon Connellan, UK Editor
Starring: Jessica Biel, Elizabeth Banks, Corey Stoll, Kim Dickens, Maxwell Acee Donovan, Bobby Naderi, Gabriel Sloyer, Gloria Reuben, Matthew Modine, and Lorraine Toussaint
How to watch: The Better Sister premieres May 29 on Prime Video.
And just like that... there's a third season of the Sex and the City reboot. After those major cameos, anti-Android sentiments, strangely minimal use of Carrie Bradshaw's (Sarah Jessica Parker) voiceover, and big moments of the finale, And Just Like That... Season 2 threw a lot at us. Season 3 picks up in the summer, with Carrie enjoying her new place in Gramercy Park — and narrating again! Things between her and Aidan (John Corbett) remain fairly undefined, but anything's possible in New York in the summer, right?* — S.C.
Starring: Sarah Jessica Parker, Cynthia Nixon, Kristin Davis, Mario Cantone, Sarita Choudhury, Evan Handler, David Eigenberg, Nicole Ari Parker, John Corbett, Sebastiano Pigazzi, Dolly Wells, Mehcad Brooks, Jonathan Cake, and Logan Marshall-Green
How to watch: And Just Like That... Season 3 premieres May 29 on HBO Max.
Succession creator Jesse Armstrong makes his feature directorial debut with Mountainhead, which he also wrote. In a plot that seems ripped from the headlines, Mountainhead follows four wealthy tech bros — played by Steve Carell, Jason Schwartzman, Ramy Youssef, and Cory Michael Smith — who are on a snowy mountain retreat. In the middle of crowing about their net worths and playing poker, they learn about worldwide catastrophes occurring as a result of new AI technology. Will they, as tech pioneers, take accountability for their role in the disaster? Or will they take advantage of the chaos for their own gain?
In classic Succession style, Mountainhead is full of devastating one-liners and loathable wealthy characters. Yet Armstrong's dialogue, usually so fine-tuned, gets frustratingly clunky at times here, losing any subtlety as the movie tries to stay current. Thankfully, things pick up in the film's third act, which becomes a much darker, more personal crime caper. That switch-up brings Mountainhead a few inches out of Succession's shadow, but it still can't quite match that show's highs. — Belen Edwards, Entertainment Reporter
Starring: Steve Carell, Jason Schwartzman, Ramy Youssef, and Cory Michael Smith
How to watch: Mountainhead premieres May 31 at 8 p.m. ET on HBO and HBO Max.
The Queen's Gambit creator Scott Frank is back with another thriller, this time swapping chess for cold case crime. Dept. Q follows DCI Carl Morck (Matthew Goode), a troubled detective given his own department and tasked with investigating the old disappearance of a missing woman. From the looks of the trailer, this one will be equal parts crime, thriller and drama, with a dash of comedy thrown in too. —Sam Haysom, Deputy UK Editor
Starring: Matthew Goode, Kelly Macdonald, Kate Dickie, Alexej Manvelov, and Leah Byrne
How to watch: Dept. Q debuts on Netflix May 29.
The latest Captain America movie stars Anthony Mackie as Sam Wilson, who not only carries the iconic shield but also the responsibility to fight the American president (Harrison Ford) when he goes Red Hulk.
Pulling from the threads of The Falcon and the Winter Soldier and The Incredible Hulk, this complicated sequel is overstuffed with story, and plagued by an underwhelming supervillain (Tim Blake Nelson). But critics — including myself — were more bothered by how the MCU seemed to go out of their way to make a Captain America movie that has nothing to say.
SEE ALSO: All the Marvel Cinematic Universe movies, ranked worst to best
As I wrote in my review of Captain America: Brave New World, "The MCU could have given Sam Wilson a movie that boldly explored what it means to be a Captain America right now, especially to a Black man... Rather than a provocative political discussion as seen in Black Panther, Captain America: Brave New World limply pursues concepts of redemption and honor. It's safe and frankly boring." — K.P.
Starring: Anthony Mackie, Danny Ramirez, Shira Haas, Carl Lumbly, Xosha Roquemore, Giancarlo Esposito, Liv Tyler, Tim Blake Nelson, and Harrison Ford
How to watch: Captain America: Brave New World debuts on Disney+ on May 28.
When a police officer and his faithful canine companion are spliced together, crime-fighting hero Dog Man is the inevitable (and deeply silly) result. Based on Dav Pilkey's children's graphic novel series of the same name, Dog Man brings together a big name cast to tell the story of our titular hero attempting to catch a supervillain (yep, it's a cat) hellbent on terrorising the city. Written and directed by Peter Hastings, Dog Man is a spinoff of Captain Underpants: The First Epic Movie. — S.H.
.Starring: Pete Davidson, Lil Rel Howery, Isla Fisher, and Ricky Gervais
How to watch: Dog Man debuts on Peacock on May 30.
To celebrate its 40th anniversary, anime classic Vampire Hunter D is returning to streaming.
Based on the first novel in Hideyuki Kikuchi's long-running novel series, the movie follows Doris Lang (Michie Tomizawa), the daughter of a werewolf hunter who gets bitten by an ancient vampire. She hires a hunter known as D (Kaneto Shiozawa) to track the thing down and kill it in order to stop herself from turning into one as well. — S.H.
Starring: Kaneto Shiozawa, Michie Tomizawa, and Yûsaku Yara
How to watch: Vampire Hunter D debuts on Shudder on May 30.
In the mood for a fun hangout sitcom? Then check out Adults, FX's latest comedy offering. Created by Ben Kronengold and Rebecca Shaw (The Tonight Show Starring Jimmy Fallon), the series centers on a group of five twenty-somethings living together in Queens, where they weather the perils of early adulthood. Everything from health insurance scares to career trouble is on the table, along with the occasional touch of absurdity that makes Adults more Broad City than Friends.
By putting a Gen-Z twist on the hangout sitcom formula, Adults embraces the mess of modern-day young adulthood, and the result, as I wrote in my review for Mashable, is "chaotic, heartfelt, and current." The show also boasts an incredible ensemble — Malik Elassal, Lucy Freyer, Amita Rao, Owen Thiele, and Jack Innanen — who gel instantly. Come for Adults' many cringe comedy hijinks, stay for the cast's superb chemistry. — B.E.
Starring: Malik Elassal, Lucy Freyer, Amita Rao, Owen Thiele, and Jack Innanen
How to watch: All episodes of Adults are now streaming on Hulu.
(*) denotes that a blurb has been repurposed from a previous list.
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Kellanova, which spun off from the Kellogg Company in 2023, is awaiting completion of its takeover by Mars for $36 billion. Mars' acquisition of the company is expected to close at the end of 2025. Read more here. Mastercard says consumer remains healthy, beats on earnings Consumer spending remains fundamentally healthy despite macroeconomic uncertainty, Mastercard (MA) executives said on its second quarter earnings call Thursday. The total value of transactions that Mastercard processed rose 9% during the quarter, while cross-border volume, which tracks spending on cards outside their country of issue, jumped 15%. The credit card data echoed that of Visa (V) in pointing to continued consumer appetite for travel and leisure. Adjusted earnings per share of $4.15 beat Wall Street estimates of $4.03 per share, according to LSEG data. Net revenue rose 17% to $8.1 billion, topping estimates of $7.97 billion. For the full year, Mastercard expects consumer spending to hold up for the rest of the year and tightened its outlook for net revenue to the high end of its previous guidance — with growth in the low teens. Read more here from Reuters or listen to the earnings call here. Roblox raises annual bookings forecast as viral hits spur spending boom Roblox's (RBLX) daily active users rose 41% in the second quarter to cross 100 million, the company reported on Thursday. Roblox stock soared 19% in premarket trading. Roblox also raised its forecast for annual bookings in the third quarter to $1.59 billion to $1.64 billion. Bookings for the second quarter came in at $1.44 billion, beating market estimates of $1.24 billion. Reuters reports that the company has been investing in search and discovery features that allow greater visibility for viral games like "Grow a Garden." Roblox also aims to diversify its revenue beyond gaming by turning the platform into a hub for socializing, commerce, and advertising. The platform saw a boost in engagement during the quarter, with engaged hours up 58% to 27.4 billion. Read more here. Bristol Myers posts better-than-expected second quarter results on strength of top sellers Bristol Myers Squibb (BMY) reported strong sales of its bestselling drugs Eliquis and Opdivo, which boosted overall second quarter results. Revenue rose 1% to $12.3 billion. Analysts were expecting revenue to fall to $11.4 billion due to the loss of some patents. Earnings for the company were $1.46 per share, above the $1.07 per share result expected. Shares rose about 3% in premarket trading. Reuters reports: Read more here. CVS beats Wall Street estimates in Q2, marking turnaround for pressured stock Yahoo Finance's Anjalee Khemlani reports: Read more here. 'Epic' boost drives Comcast's quarterly results Reuters reports: Read more here. Carvana posts higher quarterly profit on record car sales Online used-car seller Carvana's (CVNA) strong second quarter results and outlook defied Wall Street's expectations, sending its shares up over 15% in premarket trading Bloomberg reports: Read more here. BMW sticks with guidance despite profit drop, Trump's tariffs German carmaker BMW ( maintained its full-year guidance on Thursday despite President Trump's tariffs. The company's quarterly earnings also dropped by a third, arguing that its large manufacturing presence in the country gives it an edge over rivals. Reuters reports Read more here. AB InBev shares slide on concern over sales volumes Beer giant Anheuser-Busch InBev (BUD) stock slumped more than 9% before the bell on Thursday after reporting that its second quarter sales volumes fell more than expected due to weak demand in Brazil and China, adding to investor worries over industry growth and hitting its shares. Reuters reports: Read more here. Profit-taking in Robinhood The only problem I see in Robinhood's (HOOD) earnings numbers out last night is that the market had them priced in! Robinhood's stock has been on fire, so I think what we are seeing in the minor premarket pullback is classic profit-taking. A couple good points on this from Bernstein's Gautam Chhugani this morning: Check ou y recent chat with Robinhood co-founder & CEO Vlad Tenev for more context. Tenev will also be a featured speaker at our November Invest conference. Qualcomm on the move lower Qualcomm's (QCOM) not playing in the big-cap tech stock euphoria this morning led by Microsoft (MSFT) and Meta (META) post earnings. Its shares are down 6% premarket. The company's earnings late Wednesday were fine. But the Street is calling out a few things that are giving the bears the win, for now. This note from HSBC's Ryan Mellor this morning captures it all nicely: This is remarkable on Meta Meta (META) is rocking premarket to the tune of 12% after a monster quarter. Got to love the market ignoring this capex stuff in the earnings release below and focusing in on Meta's revenue trends (strong): "We currently expect 2025 capital expenditures, including principal payments on finance leases, to be in the range of $66-72 billion, narrowed from our prior outlook of $64-72 billion and up approximately $30 billion year-over-year at the mid-point. While the infrastructure planning process remains highly dynamic, we currently expect another year of similarly significant capital expenditures dollar growth in 2026 as we continue aggressively pursuing opportunities to bring additional capacity online to meet the needs of our artificial intelligence efforts and business operations." Bottom line: bull market... carry on! Microsoft earnings call: A quick take A bit of a sleepy earnings call from Microsoft (MSFT) after the close, filled with the typical tech jargon from CEO Satya Nadella. Bottom line is this: Azure sales crushed, and there were zero signs of peaking AI demand. That should be good enough for the bulls. "We expect stock to trade up given continued large Azure growth beats and a positive AI trajectory even with continued capacity constraints. We think this also bodes well for other AI infrastructure names in our coverage (Oracle (ORCL), Coreweave (CRWV)," Citi analyst Tyler Radke said. Arm announces it will develop own chips, forecast fails to impress Chip architecture provider Arm Holdings (ARM) announced it will invest in making its own chips, marking a major shift to its model of licensing chip blueprints to other companies. Reuters reports: Revenue increased 14% during the quarter to $1.05 billion, coming in just shy of Wall Street's estimates. Earnings per share were $0.35, in line with estimates. Arm expects current-quarter revenue between $1.01 billion and $1.11 billion, disappointing investors hoping for a greater artificial intelligence boost. Shares fell 8% after the market close on Wednesday. Rad more here. Microsoft (MSFT) and Meta (META) stocks rallied following strong earnings reports on Wednesday that outweighed concerns about artificial intelligence spending. Combined, the two stocks have added about half a trillion dollars in market value since Wednesday's close. Microsoft stock gained 5% at the market open after reporting strength in its cloud and AI businesses. The company joined Nvidia (NVDA) in the $4 trillion market cap club after adding more than $305 billion to its market cap. Meta stock also surged 12% in early trading after advertising revenue grew 22%, surpassing expectations, and its Reality Labs saw a smaller loss than expected. 'The stock moves make sense — the results are that good,' D.A. Davidson head of technology research Gil Luria told Yahoo Finance following Meta's and Microsoft's earnings. 'Meta is gaining significant share in the digital advertising market, … and therefore investors have patience for the capex guidance they're providing.' Apple Q3 earnings to give Wall Street better view of tariff impact Yahoo Finance's Daniel Howley previews what to watch when Apple reports earnings after the bell: Read more here. Yahoo Finance's Daniel Howley previews what to watch when Apple reports earnings after the bell: Read more here. Reddit set to report Q2 earnings as Wall Street scrutinizes daily active user growth Reddit (RDDT) will report second quarter results after the bell on Thursday. One key metric to watch will be daily active users, which disappointed Wall Street over the last two quarters. Changes to Google Search's algorithm could further disrupt the platform's users. Yahoo Finance's Laura Bratton breaks down what the Street is hoping to hear from Reddit: Read more here. Reddit (RDDT) will report second quarter results after the bell on Thursday. One key metric to watch will be daily active users, which disappointed Wall Street over the last two quarters. Changes to Google Search's algorithm could further disrupt the platform's users. Yahoo Finance's Laura Bratton breaks down what the Street is hoping to hear from Reddit: Read more here. Unilever's personal care business delivers solid results, but ice cream was the standout Unilever (UL) beat sales growth forecasts in the second quarter but reported a 50% drop in free cash flow year over year. The ice cream business outperformed in Q2, with sales rising 7.1%, led by double-digit growth in its Magnum brand. Unilever's ice cream business is on track to be spun off in November. The new company will be called The Magnum Ice Cream Company, and Unilever will retain a 20% stake in the company. Reuters reports: Read more here. Unilever (UL) beat sales growth forecasts in the second quarter but reported a 50% drop in free cash flow year over year. The ice cream business outperformed in Q2, with sales rising 7.1%, led by double-digit growth in its Magnum brand. Unilever's ice cream business is on track to be spun off in November. The new company will be called The Magnum Ice Cream Company, and Unilever will retain a 20% stake in the company. Reuters reports: Read more here. AB InBev stock sinks as volumes decline, consumers seek value and no-alcohol options Anheuser-Busch InBev (BUD) stock is under pressure after the company missed Wall Street's estimates for revenue and volume growth, raising concerns about the overall industry. The stock fell more than 11% on Thursday after overall volumes declined 1.9%, moving in the opposite direction of the 0.05% gain Wall Street projected. Revenue came in at $15 billion, lower than the $15.35 billion metric Wall Street expected. Weaker volumes in China (down 7.4%) and Brazil (down 6.5%) dragged down the quarterly results. AB InBev CEO Michel Doukeris told Yahoo Finance that the business is over-indexed in China to bars and restaurants instead of at-home consumption and the eastern region of the country, causing it to "underperform the industry." Brazil experienced poor weather and a value-seeking consumer, but he said he remains confident in the "industry performance [there] over the long run." In the US, he said consumers are being "choiceful" as the industry overall experienced softness. Sales to retailers fell 2.1% in the quarter. Doukeris said its Busch Light brand is growing as consumers, especially the low-income cohort, seek out value options after years of inflationary pressure. The company is also responding to consumers' focus on health and wellness, with low-calorie brands like Michelob Ultra, and a consumer shift away from alcohol. Doukeris believes the global portfolio is still well-positioned to meet this demand, with brands like Corona Cero and Cass Zero in Korea. "This idea of low calories, low carbs, low alcohol, no alcohol, gluten free, sugar free are innovations that are addressing an increasing demand for consumers to continue to be social, enjoying their moments, but more in control of their entire consumption," Doukeris said. Thursday's trading session marks AB InBev's lowest stock price since the COVID-19 pandemic's bear market on March 16, 2020. Molson Coors (TAP) and Constellation Brands (STZ) stock also came under pressure. Anheuser-Busch InBev (BUD) stock is under pressure after the company missed Wall Street's estimates for revenue and volume growth, raising concerns about the overall industry. The stock fell more than 11% on Thursday after overall volumes declined 1.9%, moving in the opposite direction of the 0.05% gain Wall Street projected. Revenue came in at $15 billion, lower than the $15.35 billion metric Wall Street expected. Weaker volumes in China (down 7.4%) and Brazil (down 6.5%) dragged down the quarterly results. AB InBev CEO Michel Doukeris told Yahoo Finance that the business is over-indexed in China to bars and restaurants instead of at-home consumption and the eastern region of the country, causing it to "underperform the industry." Brazil experienced poor weather and a value-seeking consumer, but he said he remains confident in the "industry performance [there] over the long run." In the US, he said consumers are being "choiceful" as the industry overall experienced softness. Sales to retailers fell 2.1% in the quarter. Doukeris said its Busch Light brand is growing as consumers, especially the low-income cohort, seek out value options after years of inflationary pressure. The company is also responding to consumers' focus on health and wellness, with low-calorie brands like Michelob Ultra, and a consumer shift away from alcohol. Doukeris believes the global portfolio is still well-positioned to meet this demand, with brands like Corona Cero and Cass Zero in Korea. "This idea of low calories, low carbs, low alcohol, no alcohol, gluten free, sugar free are innovations that are addressing an increasing demand for consumers to continue to be social, enjoying their moments, but more in control of their entire consumption," Doukeris said. Thursday's trading session marks AB InBev's lowest stock price since the COVID-19 pandemic's bear market on March 16, 2020. Molson Coors (TAP) and Constellation Brands (STZ) stock also came under pressure. CoreWeave soars after Microsoft reports higher than expected capital expenditures CoreWeave (CRWV) shares surged more than 12% Thursday on the heels of strong earnings reports from two of its customers, Microsoft (MSFT) and Meta (META). Microsoft is CoreWeave's largest customer, accounting for 72% of its revenue in the burgeoning cloud provider's most recent quarterly earnings report. Microsoft in its fourth quarter report (for the three months that ended June 30) spending $88.2 billion in its fiscal year 2025, ahead of the $80 billion it previously forecast. That figure represented a 58% increase in the tech giant's spending from the prior year. Microsoft said its spending will grow at a slower pace in its 2026 fiscal year. During the first quarter, it expects to spend $30 billion, a 50% increase from the prior year. "We will continue to invest against the expansive opportunity ahead across both capital expenditures and operating expenses given our leadership position in commercial cloud, strong demand signals for our cloud and AI offerings, and significant contracted backlog," said Microsoft CFO Amy Hood in a post earnings call with analysts. CoreWeave (CRWV) shares surged more than 12% Thursday on the heels of strong earnings reports from two of its customers, Microsoft (MSFT) and Meta (META). Microsoft is CoreWeave's largest customer, accounting for 72% of its revenue in the burgeoning cloud provider's most recent quarterly earnings report. Microsoft in its fourth quarter report (for the three months that ended June 30) spending $88.2 billion in its fiscal year 2025, ahead of the $80 billion it previously forecast. That figure represented a 58% increase in the tech giant's spending from the prior year. Microsoft said its spending will grow at a slower pace in its 2026 fiscal year. During the first quarter, it expects to spend $30 billion, a 50% increase from the prior year. "We will continue to invest against the expansive opportunity ahead across both capital expenditures and operating expenses given our leadership position in commercial cloud, strong demand signals for our cloud and AI offerings, and significant contracted backlog," said Microsoft CFO Amy Hood in a post earnings call with analysts. Kellanova misses quarterly profit estimates amid US consumer spending squeeze Kellanova (K) missed Wall Street estimates for second quarter profit on Thursday as demand softened for snacks and ready-to-eat breakfast items. "Demand softness in most of our categories did not improve as much as we had hoped," CEO Steve Cahillane said about the quarter, per Reuters. Kellanova reported adjusted profit of $0.93 per share in the quarter, missing market expectations of $0.99, according to data compiled by LSEG. The company reported net sales of $3.2 billion, nearly in line with analysts' expectations of $3.19 billion. Kellanova, which spun off from the Kellogg Company in 2023, is awaiting completion of its takeover by Mars for $36 billion. Mars' acquisition of the company is expected to close at the end of 2025. Read more here. Kellanova (K) missed Wall Street estimates for second quarter profit on Thursday as demand softened for snacks and ready-to-eat breakfast items. "Demand softness in most of our categories did not improve as much as we had hoped," CEO Steve Cahillane said about the quarter, per Reuters. Kellanova reported adjusted profit of $0.93 per share in the quarter, missing market expectations of $0.99, according to data compiled by LSEG. The company reported net sales of $3.2 billion, nearly in line with analysts' expectations of $3.19 billion. Kellanova, which spun off from the Kellogg Company in 2023, is awaiting completion of its takeover by Mars for $36 billion. Mars' acquisition of the company is expected to close at the end of 2025. Read more here. Mastercard says consumer remains healthy, beats on earnings Consumer spending remains fundamentally healthy despite macroeconomic uncertainty, Mastercard (MA) executives said on its second quarter earnings call Thursday. The total value of transactions that Mastercard processed rose 9% during the quarter, while cross-border volume, which tracks spending on cards outside their country of issue, jumped 15%. The credit card data echoed that of Visa (V) in pointing to continued consumer appetite for travel and leisure. Adjusted earnings per share of $4.15 beat Wall Street estimates of $4.03 per share, according to LSEG data. Net revenue rose 17% to $8.1 billion, topping estimates of $7.97 billion. For the full year, Mastercard expects consumer spending to hold up for the rest of the year and tightened its outlook for net revenue to the high end of its previous guidance — with growth in the low teens. Read more here from Reuters or listen to the earnings call here. Consumer spending remains fundamentally healthy despite macroeconomic uncertainty, Mastercard (MA) executives said on its second quarter earnings call Thursday. The total value of transactions that Mastercard processed rose 9% during the quarter, while cross-border volume, which tracks spending on cards outside their country of issue, jumped 15%. The credit card data echoed that of Visa (V) in pointing to continued consumer appetite for travel and leisure. Adjusted earnings per share of $4.15 beat Wall Street estimates of $4.03 per share, according to LSEG data. Net revenue rose 17% to $8.1 billion, topping estimates of $7.97 billion. For the full year, Mastercard expects consumer spending to hold up for the rest of the year and tightened its outlook for net revenue to the high end of its previous guidance — with growth in the low teens. Read more here from Reuters or listen to the earnings call here. Roblox raises annual bookings forecast as viral hits spur spending boom Roblox's (RBLX) daily active users rose 41% in the second quarter to cross 100 million, the company reported on Thursday. Roblox stock soared 19% in premarket trading. Roblox also raised its forecast for annual bookings in the third quarter to $1.59 billion to $1.64 billion. Bookings for the second quarter came in at $1.44 billion, beating market estimates of $1.24 billion. Reuters reports that the company has been investing in search and discovery features that allow greater visibility for viral games like "Grow a Garden." Roblox also aims to diversify its revenue beyond gaming by turning the platform into a hub for socializing, commerce, and advertising. The platform saw a boost in engagement during the quarter, with engaged hours up 58% to 27.4 billion. Read more here. Roblox's (RBLX) daily active users rose 41% in the second quarter to cross 100 million, the company reported on Thursday. Roblox stock soared 19% in premarket trading. Roblox also raised its forecast for annual bookings in the third quarter to $1.59 billion to $1.64 billion. Bookings for the second quarter came in at $1.44 billion, beating market estimates of $1.24 billion. Reuters reports that the company has been investing in search and discovery features that allow greater visibility for viral games like "Grow a Garden." Roblox also aims to diversify its revenue beyond gaming by turning the platform into a hub for socializing, commerce, and advertising. The platform saw a boost in engagement during the quarter, with engaged hours up 58% to 27.4 billion. Read more here. Bristol Myers posts better-than-expected second quarter results on strength of top sellers Bristol Myers Squibb (BMY) reported strong sales of its bestselling drugs Eliquis and Opdivo, which boosted overall second quarter results. Revenue rose 1% to $12.3 billion. Analysts were expecting revenue to fall to $11.4 billion due to the loss of some patents. Earnings for the company were $1.46 per share, above the $1.07 per share result expected. Shares rose about 3% in premarket trading. Reuters reports: Read more here. Bristol Myers Squibb (BMY) reported strong sales of its bestselling drugs Eliquis and Opdivo, which boosted overall second quarter results. Revenue rose 1% to $12.3 billion. Analysts were expecting revenue to fall to $11.4 billion due to the loss of some patents. Earnings for the company were $1.46 per share, above the $1.07 per share result expected. Shares rose about 3% in premarket trading. Reuters reports: Read more here. CVS beats Wall Street estimates in Q2, marking turnaround for pressured stock Yahoo Finance's Anjalee Khemlani reports: Read more here. Yahoo Finance's Anjalee Khemlani reports: Read more here. 'Epic' boost drives Comcast's quarterly results Reuters reports: Read more here. Reuters reports: Read more here. Carvana posts higher quarterly profit on record car sales Online used-car seller Carvana's (CVNA) strong second quarter results and outlook defied Wall Street's expectations, sending its shares up over 15% in premarket trading Bloomberg reports: Read more here. Online used-car seller Carvana's (CVNA) strong second quarter results and outlook defied Wall Street's expectations, sending its shares up over 15% in premarket trading Bloomberg reports: Read more here. BMW sticks with guidance despite profit drop, Trump's tariffs German carmaker BMW ( maintained its full-year guidance on Thursday despite President Trump's tariffs. The company's quarterly earnings also dropped by a third, arguing that its large manufacturing presence in the country gives it an edge over rivals. Reuters reports Read more here. German carmaker BMW ( maintained its full-year guidance on Thursday despite President Trump's tariffs. The company's quarterly earnings also dropped by a third, arguing that its large manufacturing presence in the country gives it an edge over rivals. Reuters reports Read more here. AB InBev shares slide on concern over sales volumes Beer giant Anheuser-Busch InBev (BUD) stock slumped more than 9% before the bell on Thursday after reporting that its second quarter sales volumes fell more than expected due to weak demand in Brazil and China, adding to investor worries over industry growth and hitting its shares. Reuters reports: Read more here. Beer giant Anheuser-Busch InBev (BUD) stock slumped more than 9% before the bell on Thursday after reporting that its second quarter sales volumes fell more than expected due to weak demand in Brazil and China, adding to investor worries over industry growth and hitting its shares. Reuters reports: Read more here. Profit-taking in Robinhood The only problem I see in Robinhood's (HOOD) earnings numbers out last night is that the market had them priced in! Robinhood's stock has been on fire, so I think what we are seeing in the minor premarket pullback is classic profit-taking. A couple good points on this from Bernstein's Gautam Chhugani this morning: Check ou y recent chat with Robinhood co-founder & CEO Vlad Tenev for more context. Tenev will also be a featured speaker at our November Invest conference. The only problem I see in Robinhood's (HOOD) earnings numbers out last night is that the market had them priced in! Robinhood's stock has been on fire, so I think what we are seeing in the minor premarket pullback is classic profit-taking. A couple good points on this from Bernstein's Gautam Chhugani this morning: Check ou y recent chat with Robinhood co-founder & CEO Vlad Tenev for more context. Tenev will also be a featured speaker at our November Invest conference. Qualcomm on the move lower Qualcomm's (QCOM) not playing in the big-cap tech stock euphoria this morning led by Microsoft (MSFT) and Meta (META) post earnings. Its shares are down 6% premarket. The company's earnings late Wednesday were fine. But the Street is calling out a few things that are giving the bears the win, for now. This note from HSBC's Ryan Mellor this morning captures it all nicely: Qualcomm's (QCOM) not playing in the big-cap tech stock euphoria this morning led by Microsoft (MSFT) and Meta (META) post earnings. Its shares are down 6% premarket. The company's earnings late Wednesday were fine. But the Street is calling out a few things that are giving the bears the win, for now. This note from HSBC's Ryan Mellor this morning captures it all nicely: This is remarkable on Meta Meta (META) is rocking premarket to the tune of 12% after a monster quarter. Got to love the market ignoring this capex stuff in the earnings release below and focusing in on Meta's revenue trends (strong): "We currently expect 2025 capital expenditures, including principal payments on finance leases, to be in the range of $66-72 billion, narrowed from our prior outlook of $64-72 billion and up approximately $30 billion year-over-year at the mid-point. While the infrastructure planning process remains highly dynamic, we currently expect another year of similarly significant capital expenditures dollar growth in 2026 as we continue aggressively pursuing opportunities to bring additional capacity online to meet the needs of our artificial intelligence efforts and business operations." Bottom line: bull market... carry on! Meta (META) is rocking premarket to the tune of 12% after a monster quarter. Got to love the market ignoring this capex stuff in the earnings release below and focusing in on Meta's revenue trends (strong): "We currently expect 2025 capital expenditures, including principal payments on finance leases, to be in the range of $66-72 billion, narrowed from our prior outlook of $64-72 billion and up approximately $30 billion year-over-year at the mid-point. While the infrastructure planning process remains highly dynamic, we currently expect another year of similarly significant capital expenditures dollar growth in 2026 as we continue aggressively pursuing opportunities to bring additional capacity online to meet the needs of our artificial intelligence efforts and business operations." Bottom line: bull market... carry on! Microsoft earnings call: A quick take A bit of a sleepy earnings call from Microsoft (MSFT) after the close, filled with the typical tech jargon from CEO Satya Nadella. Bottom line is this: Azure sales crushed, and there were zero signs of peaking AI demand. That should be good enough for the bulls. "We expect stock to trade up given continued large Azure growth beats and a positive AI trajectory even with continued capacity constraints. We think this also bodes well for other AI infrastructure names in our coverage (Oracle (ORCL), Coreweave (CRWV)," Citi analyst Tyler Radke said. A bit of a sleepy earnings call from Microsoft (MSFT) after the close, filled with the typical tech jargon from CEO Satya Nadella. Bottom line is this: Azure sales crushed, and there were zero signs of peaking AI demand. That should be good enough for the bulls. "We expect stock to trade up given continued large Azure growth beats and a positive AI trajectory even with continued capacity constraints. We think this also bodes well for other AI infrastructure names in our coverage (Oracle (ORCL), Coreweave (CRWV)," Citi analyst Tyler Radke said. Arm announces it will develop own chips, forecast fails to impress Chip architecture provider Arm Holdings (ARM) announced it will invest in making its own chips, marking a major shift to its model of licensing chip blueprints to other companies. Reuters reports: Revenue increased 14% during the quarter to $1.05 billion, coming in just shy of Wall Street's estimates. Earnings per share were $0.35, in line with estimates. Arm expects current-quarter revenue between $1.01 billion and $1.11 billion, disappointing investors hoping for a greater artificial intelligence boost. Shares fell 8% after the market close on Wednesday. Rad more here. Chip architecture provider Arm Holdings (ARM) announced it will invest in making its own chips, marking a major shift to its model of licensing chip blueprints to other companies. Reuters reports: Revenue increased 14% during the quarter to $1.05 billion, coming in just shy of Wall Street's estimates. Earnings per share were $0.35, in line with estimates. Arm expects current-quarter revenue between $1.01 billion and $1.11 billion, disappointing investors hoping for a greater artificial intelligence boost. Shares fell 8% after the market close on Wednesday. Rad more here.
Yahoo
3 minutes ago
- Yahoo
Google loses appeal over app store reforms in Epic Games case
By Mike Scarcella (Reuters) -Alphabet's Google on Thursday failed to persuade a U.S. appeals panel to overturn a jury verdict and federal court order requiring the technology giant to revamp its app store Play. The San Francisco-based 9th U.S. Circuit Court of Appeals rejected claims from Google that the trial judge made legal errors in the antitrust case that unfairly benefited "Fortnite" maker Epic Games, which filed the lawsuit in 2020. Epic accused Google of monopolizing how consumers access apps on Android devices and pay for transactions within apps. The Cary, North Carolina-based company convinced a San Francisco jury in 2023 that Google illegally stifled competition. U.S. District Judge James Donato in San Francisco ordered Google in October to restore competition by allowing users to download rival app stores within its Play store and by making Play's app catalog available to those competitors, among other reforms. Donato's order was on hold pending the outcome of the 9th Circuit appeal. The court's decision can be appealed to the U.S. Supreme Court. Google told the appeals court that the tech company's Play store competes with Apple's App Store, and that Donato unfairly barred Google from making that point to contest Epic's antitrust claims. The tech giant also argued that a jury should never have heard Epic's lawsuit because it sought to enjoin Google's conduct — a request normally decided by a judge — and not collect damages. Epic has defended the verdict and court injunction, telling the 9th Circuit judges that the Android app market has been "suffering under anti-competitive behavior for the better part of a decade." In the trial court and in the appeal, Epic disputed arguments by Google that changes to its app business ordered by the court would harm user privacy and security. Microsoft filed a brief backing Epic, as did the U.S. Justice Department and Federal Trade Commission. Epic separately is battling Apple over a U.S. judge's order requiring the iPhone maker to give developers greater freedom to steer consumers to make purchases outside its App Store. Apple has appealed a ruling that said it violated a prior injunction in a lawsuit that Epic filed in 2020. Sign in to access your portfolio
