Earnings: the gist of every call.

CD Projekt delivered 435.3M PLN of revenue and 249.1M PLN of net profit in the first half of 2026, up 23% and 37% year on year. Net margin, the share of revenue that becomes bottom-line profit, reached 57%, lifted by 95M PLN of high-margin licensing tied to external Witcher and Cyberpunk rights and Netflix royalties.

PKO Bank Polski delivered what management called "the strongest year in the bank's history": first-half net profit of PLN 5.29 billion, up 3.1% year on year, with second-quarter profit of PLN 2.77 billion, 9.8% more than in the first quarter.

Polish energy group ORLEN delivered a stronger quarter than analysts anticipated, driven by healthy refining and petrochemical margins. Operating profit measured by LIFO-based EBITDA – earnings before interest, tax, depreciation, and amortisation, adjusted for the replacement cost of inventory – reached PLN 13.9 billion, beating the analyst consensus of PLN 13.3 billion.

Amazon's share price surged 20.6% in measured trading around its earnings call, propelled by accelerating growth in its cloud division and results that substantially topped expectations. Total revenue expanded 19.6% year-over-year to $200.6B, while diluted earnings per share reached $5.75, beating the analyst consensus of about $1.83 by 215%.

Apple shares fell 9% close-to-close around the call, from $333.43 to $303.42, despite record quarterly results. Revenue rose 16.4% year over year to $109.42B, and GAAP earnings per share rose 28.7% to $2.02, about 7% above the consensus of $1.89.

Grupa Kęty delivered what management called the best quarter in the company's history: EBITDA (operating profit before interest, taxes, depreciation and amortisation) of 379M PLN on revenue of 1.65B PLN in the second quarter of 2026.

Microsoft’s stock jumped 14.7% following its earnings call, as revenue rose 17.8% year-over-year to $90.01B, beating analyst expectations of about $87.7B, alongside non-GAAP diluted earnings per share of $4.74 that topped consensus of about $4.24 by 11.8%.