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Ford (F): Buy, Sell, or Hold Post Q1 Earnings?
StockStory69d agoneutral
Ford (F): Buy, Sell, or Hold Post Q1 Earnings?

Ford has had an impressive run over the past six months as its shares have beaten the S&P 500 by 8.6%. The stock now trades at $15.72, marking a 19.6% gain. This was partly thanks to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

Veeva (VEEV) Q1 2027 Earnings Call Transcript
Motley Fool69d agoneutral
Veeva (VEEV) Q1 2027 Earnings Call Transcript

Gunnar Hansen: Good afternoon, and welcome to Veeva's Fiscal 2027 First Quarter Earnings Conference Call for the quarter ended April 30, 2026. As a reminder, we posted prepared remarks on Veeva's Investor Relations website just after 1:00 p.m. Pacific today. Today's call will be used primarily for Q&A. With me today for Q&A are Peter Gassner, our Chief Executive Officer; Paul Shawah, EVP, Strategy; and Brian Van Wagener, our Chief Financial Officer.

Ciena Q2 Earnings Call Highlights
MarketBeat69d agoneutral
Ciena Q2 Earnings Call Highlights

Ciena (NYSE:CIEN) reported another record quarter for fiscal 2026, with management pointing to AI-related network demand from cloud providers and renewed spending by service providers as major drivers of growth. On the company’s fiscal second-quarter earnings call, President and CEO Gary Smith said

Broadcom stock sinks. Are AI earnings expectations 'insatiable'?
Yahoo Finance Video69d agoneutralVIDEO
Broadcom stock sinks. Are AI earnings expectations 'insatiable'?

Broadcom (AVGO) stock sinks further in Thursday trading despite topping estimates for fiscal second quarter earnings and revenue, while also outpacing forecasts on third quarter guidance. Northwestern Mutual Wealth Management Company CIO Brent Schutte joins Yahoo Finance Senior Reporters Ines Ferré and Brooke DiPalma in assessing Broadcom's post-earnings stock reaction compared to other AI players.

Canaccord Genuity Group Q4 Earnings Call Highlights
MarketBeat69d agoneutral
Canaccord Genuity Group Q4 Earnings Call Highlights

Canaccord Genuity Group (TSE:CF) reported a record fiscal 2026 revenue total and sharply higher adjusted profitability, as stronger capital markets activity and continued growth in wealth management helped offset uneven market conditions during the fourth quarter. Chairman and CEO Dan Daviau said t

Broadcom Stock Punished Over Lack of AI Guidance Boost
The Wall Street Journal69d agoneutral
Broadcom Stock Punished Over Lack of AI Guidance Boost

$300 billion That's roughly how much market value Broadcom is slated to lose today after its results last night sent its shares sliding 13% premarket. The move underscores the high bar that companies tied to AI are now facing: The semiconductor and software maker logged strong quarterly revenue—fueled by demand for its AI chips—but left its 2027 outlook unchanged, sticking with guidance for AI semiconductor revenue of more than $100 billion.

CrowdStrike Shares Retreat Despite Strong ARR Growth, Higher Guidance and Stock Split (CRWD)
InvestorsHub69d agoneutral
CrowdStrike Shares Retreat Despite Strong ARR Growth, Higher Guidance and Stock Split (CRWD)

CrowdStrike (NASDAQ:CRWD) delivered better-than-expected results for the first quarter of fiscal 2027, driven by accelerating demand for AI-powered cybersecurity solutions. The company reported record growth in annual recurring revenue (ARR), strong cash generation and improved profitability, leading management to raise its outlook for the full year and approve a four-for-one stock split.

5 Insightful Analyst Questions From Okta’s Q1 Earnings Call
StockStory69d agoneutral
5 Insightful Analyst Questions From Okta’s Q1 Earnings Call

Okta’s first quarter results drew a positive response from the market, with management crediting growth in large enterprise adoption, increased partner engagement, and broader product traction. CEO Todd McKinnon highlighted significant momentum from both core identity platforms—Okta and Auth0—as well as new offerings in identity governance and privileged access. Management emphasized that new products, including solutions for AI agent identity management, now make up a rising share of bookings,

StockStory69d agoneutral
5 Revealing Analyst Questions From Asana’s Q1 Earnings Call

Asana delivered a stronger-than-anticipated first quarter, driven by accelerating adoption of its AI-powered workflow tools and improving customer retention across key verticals. Management highlighted that net retention rates improved for the fourth consecutive quarter, citing widespread seat expansion and deeper engagement with new AI offerings as meaningful contributors to growth. CEO Daniel Mark Rogers pointed to broad-based improvements, including a return to positive growth in the technolo

Broadcom (AVGO) Q2 2026 Earnings Transcript
Motley Fool69d agoneutral
Broadcom (AVGO) Q2 2026 Earnings Transcript

Joining me on today's call are Hock E. Tan, President and CEO; Charlie Kawwas, president Semiconductor Solutions Group and Ram Velaga, President, Infrastructure Software Group. Also joining is Kirsten Spears, chief financial officer. Broadcom distributed a press release and financial tables after the market closed describing our financial performance for the second quarter fiscal year 26.

Looking Ahead to the 2026 Q2 Earnings Season
Zacks69d agoneutral
Looking Ahead to the 2026 Q2 Earnings Season

As we wade closer to the 2026 Q2 earnings season, the overall earnings picture remains strong and broad-based, with the recent 2026 Q1 cycle aligning nicely with the positive trend.

Veeva Systems Q1 Earnings Call Highlights
MarketBeat69d agoneutral
Veeva Systems Q1 Earnings Call Highlights

Veeva Systems (NYSE:VEEV) reported a strong start to the year, with Chief Executive Officer and Co-Founder Peter Gassner saying the company delivered results ahead of guidance as it expands its focus on artificial intelligence for the life sciences industry. On the earnings call, Gassner said total

Broadcom Q2 Earnings Call Highlights
MarketBeat69d agoneutral
Broadcom Q2 Earnings Call Highlights

Broadcom (NASDAQ:AVGO) reported record fiscal second-quarter 2026 revenue and issued a sharply higher outlook for the current quarter, as President and CEO Hock Tan said demand for the company’s artificial intelligence semiconductors remains “simply insatiable.” On the earnings call, Tan said total

CrowdStrike (CRWD) Q1 2027 Earnings Transcript
Motley Fool70d agoneutral
CrowdStrike (CRWD) Q1 2027 Earnings Transcript

With me on the call are George R. Kurtz, chief executive officer and founder of CrowdStrike, and Burt W. Podbere, chief financial officer. For us, AI adoption is not a nice to have it is an existential imperative across every geography, and vertical.

C3.ai (AI) Q4 2026 Earnings Transcript
Motley Fool70d agoneutral
C3.ai (AI) Q4 2026 Earnings Transcript

Need a quote from a Motley Fool analyst? My name is Amit Berry, and I lead Investor Relations at C3AI. With me on the call today are Tom Siebel, Chairman and Chief Executive Officer Stephen Ehikian, President and Hitesh Lath, Chief Financial Officer.

C3.ai Q4 Earnings Call Highlights
MarketBeat70d agoneutral
C3.ai Q4 Earnings Call Highlights

C3.ai (NYSE:AI) reported fiscal fourth-quarter revenue of $51.6 million and outlined an accelerated restructuring plan that founder, Chairman and Chief Executive Officer Tom Siebel described as a companywide turnaround effort aimed at restoring revenue growth, cash generation and non-GAAP profitabil

C3.ai Stock Jumps on Better-Than-Expected Earnings and Guidance
Barrons.com70d agoneutral
C3.ai Stock Jumps on Better-Than-Expected Earnings and Guidance

Shares of C3.ai surged late Wednesday after the artificial intelligence software company surpassed Wall Street’s expectations with its fiscal fourth-quarter earnings and issued solid guidance. C3.ai sells artificial intelligence software platforms to large enterprises and government agencies, bringing in the vast bulk of its sales via subscription revenue. Investors have been skeptical that C3.ai can boost revenue in the competitive market of AI enterprise software while cutting costs, as it must to turn a profit.