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Axcelis Technologies (NASDAQ:ACLS) reported first-quarter 2026 results that came in “slightly above our expectations,” according to President and CEO Russell Low, as the company pointed to strength in its customer support and installed base business and a meaningful uptick in memory demand. The com
Airbnb (NASDAQ:ABNB) executives said the company started 2026 with momentum across demand, product improvements, and international expansion, while acknowledging an approximate 100 basis point headwind to nights and seats booked from conflict in the Middle East. First-quarter results and demand tre
Applied Optoelectronics (NASDAQ:AAOI) reported first-quarter 2026 results that management said were in line with expectations, citing “robust demand” across its data center and CATV businesses and continued progress expanding manufacturing capacity. Founder, Chairman and CEO Dr. Thompson Lin said th
Scott H. Keeney: Q1 represented an exceptional quarter for nLIGHT, Inc. with total revenue, gross margin, and adjusted EBITDA comfortably beating our expectations. Product gross margins were a record 44%, an increase from 33% in the same quarter a year ago, and our adjusted EBITDA was a record $14 million in the quarter. The expansion in our gross margins and the record adjusted EBITDA demonstrate the leverage that is inherent in our model and reinforces our commitment to growing the business profitably.
While the top- and bottom-line numbers for Rocket Companies (RKT) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Block (XYZ) delivered earnings and revenue surprises of +25.68% and -0.81%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
MercadoLibre (MELI) delivered earnings and revenue surprises of -6.26% and +4.85%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Codexis (NASDAQ:CDXS) reported first-quarter 2026 revenue of $15.2 million, up from $7.5 million a year earlier, as the company highlighted continued progress commercializing its ECO Synthesis enzymatic manufacturing platform for RNA medicines and reiterated full-year revenue guidance of $72 million
Whirlpool reported a first-quarter per share loss of 56 cents from sales of $3.3 billion. Wall Street was looking for earnings per share of 38 cents from sales of $3.4 billion.
While the top- and bottom-line numbers for Airbnb (ABNB) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Big Tech valuations are facing intense scrutiny as a financial commentator warns that hyperscalers’ earnings are being artificially inflated by circular cloud computing contracts with AI giants OpenAI and Anthropic. ‘Total Mirage’ In Cloud Revenues Recent data reveals a staggering...
Trade Desk stock sinks after reporting mixed first-quarter earnings and issued guidance that did not impress investors.
Texas Roadhouse (TXRH) delivered earnings and revenue surprises of +0.13% and -0.06%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Moby summary of Peloton Interactive, Inc.'s Q3 2026 earnings call
Moby summary of Vistra Corp.'s Q1 2026 earnings call
Moby summary of McDonald's Corporation's Q1 2026 earnings call
The fintech company now expects adjusted earnings of $3.85 a share this year, a 62% uplift from 2025.
Moby summary of Lifetime Brands, Inc.'s Q1 2026 earnings call
Moby summary of Datadog, Inc.'s Q1 2026 earnings call
Galapagos (NASDAQ:GLPG) executives used the company’s first-quarter 2026 earnings call to highlight what Chief Executive Officer Henry Gosebruch described as a “real transformation,” including portfolio changes, management and board updates, and an upcoming corporate rebrand to Lakefront Biotherapeu
A wave of blockbuster earnings in tech is catching a couple software companies, too. Shares in Datadog jumped 31% on Thursday after the company reported 32% year-over-year revenue growth. Cybersecurity provider Fortinet added 20%, after it said it was seeing higher demand for its offerings because of artificial intelligence.
Moby summary of U.S. Energy Corp.'s Q1 2026 earnings call
Moby summary of Allegro MicroSystems, Inc.'s Q4 2026 earnings call
Moby summary of Amprius Technologies, Inc.'s Q1 2026 earnings call
Moby summary of ESAB Corporation's Q1 2026 earnings call
Moby summary of Celsius Holdings, Inc.'s Q1 2026 earnings call
<body><p>STORY: McDonald's was among the companies on Thursday that said higher gas prices linked to the Iran war were disproportionately hurting low‑income consumers, as the burger chain warned of a weak start to its second quarter.</p><p>"The lower end seems to be really struggling at this point," Buchanan said. "And this earnings season really has highlighted that. From Whirlpool to McDonald's, we've seen some of these names and corporations really communicate [that] in a very direct way."</p><p>"The tipping point is an inflection in labor," Buchanan continued. "If we have a labor blip where jobs aren't as plentiful... we really feel like there's a lot of stress that could emanate throughout our marketplace" that could pressure U.S. stock prices.</p></body>
Fluence Energy (NASDAQ:FLNC) reported fiscal second-quarter 2026 results and reiterated its full-year outlook, pointing to accelerating order intake, a record backlog, and growing traction with data center customers following the signing of master supply agreements (MSAs) with two major hyperscalers
Christopher Kempczinski: Good morning, everyone, and thank you for joining us. In a challenging environment, our system stayed focused on what we can control, delivering on the things that matter most to our customers, compelling value that brings customers in the door, breakthrough marketing that gives people a reason to choose McDonald's and great tasting menu innovation that keeps us relevant and gives customers more of what they want.
Joining me on this morning's call are Julian Nabrita, our President and Chief Executive Officer; and Ahmed Pasha, our Chief Financial Officer. A copy of our earnings presentation, press release and supplementary metric sheet covering financial results, along with supporting statements, schedules, including reconciliations and disclosures regarding non-GAAP financial measures are posted on the Investor Relations section of our website at fluenceenergy.com. During the course of this call, Fluence's management may make certain forward-looking statements regarding various matters related to our business, including, but not limited to, statements related to our future financial and operational performance, future market growth and related opportunities, anticipated growth and business strategy, liquidity and access to capital, expectations related to pipeline, order intake and contracted backlog future results of operations, the impact of the -- on e Big Beautiful Bill Act, projected costs, beliefs, assumptions, prospects, plans and objectives of management and the timing of any of the foregoing.
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