Bertelsmann posted revenue growth of nearly 50% across all business segments after completing acquisitions of Sky and US music company Concord. Strabag raised its annual forecast on record orders, while Workday and Marvell Technology both grew results tied to AI demand and lifted full-year guidance. Marvell shares fell despite the earnings beat, a split reaction that signals investors may have already priced in AI-driven gains.
The Bertelsmann result shows that deal-driven scale in media and music can move revenue numbers fast, but private-market timing matters since the company is not publicly listed. For public-market investors, Marvell's stock decline on strong AI earnings is a warning that being right about a theme is not enough if the market already reflected it. Workday's AI-linked growth supports the case for enterprise software exposure in diversified tech ETFs.
Marvell Q2 earnings call transcript and guidance detail, available now. Next Workday earnings report: approximately September 2025. US PCE inflation data: June 27, 2025.
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