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Workday execution risk flagged by Jefferies ahead of quarterly earnings
Proactive87d agoneutral
Workday execution risk flagged by Jefferies ahead of quarterly earnings

Workday Inc (NASDAQ:WDAY) is set to report first quarter results after Thursday’s closing bell as investors weigh slowing growth trends, questions around its artificial intelligence strategy, and whether the company can sustain its long-term margin and revenue targets following recent leadership...

The 3 core themes in Walmart's earnings. One of them is AI.
Yahoo Finance Video87d agoneutralVIDEO
The 3 core themes in Walmart's earnings. One of them is AI.

Walmart (WMT) stock has taken a dip on its first quarter results that were in line with Wall Street estimates, reporting $177.8 billion in revenue and adjusted earnings of $0.66 per share. The retailer also reported 4.1% in US same-store sales growth and maintained its full-year outlook. TD Cowen senior research analyst Oliver Chen reacts to Walmart's figures and explains how he is viewing value themes overtake the retail sector as consumers remain hard pressed by higher prices.

The 3 core themes in Walmart's earnings. One of them is AI.
Yahoo Finance Video87d agoneutralVIDEO
The 3 core themes in Walmart's earnings. One of them is AI.

Walmart (WMT) stock has taken a dip on its first quarter results that were in line with Wall Street estimates, reporting $177.8 billion in revenue and adjusted earnings of $0.66 per share. The retailer also reported 4.1% in US same-store sales growth and maintained its full-year outlook. TD Cowen senior research analyst Oliver Chen reacts to Walmart's figures and explains how he is viewing value themes overtake the retail sector as consumers remain hard pressed by higher prices.

Arqit (ARQQ) Q2 2026 Earnings Transcript
Motley Fool87d agoneutral
Arqit (ARQQ) Q2 2026 Earnings Transcript

When we spoke in December, reflecting on fiscal year 25, I said that 2025 had been a year of momentum in the realization of the need for enhanced cybersecurity to address the coming threat to data security posed by quantum computers at scale. What has become clear in the first half of our current fiscal year is that when is becoming now. While that, in my view, while that is my view based on our deep understanding of the threat, let me cite the view of some leading players in the quantum and security space.

Deere & Company Q2 Earnings Call Highlights
MarketBeat87d agoneutral
Deere & Company Q2 Earnings Call Highlights

Deere & Company (NYSE:DE) reported higher second-quarter sales and maintained its full-year profit outlook, as strength in construction equipment and Small Ag & Turf helped offset continued weakness in large agriculture markets. On the company’s earnings call, Director of Investor Relations Chris S

Arqit Quantum H1 Earnings Call Highlights
MarketBeat87d agoneutral
Arqit Quantum H1 Earnings Call Highlights

Arqit Quantum (NASDAQ:ARQQ) reported higher first-half fiscal 2026 revenue and said it is seeing increased commercial activity as governments, telecom operators and defense-related customers evaluate post-quantum cybersecurity needs. Chief Executive Officer Andy Leaver told investors that the marke

NIO Q1 Earnings Call Highlights
MarketBeat87d agoneutral
NIO Q1 Earnings Call Highlights

NIO (NYSE:NIO) reported sharply higher first-quarter deliveries and revenue, with management pointing to stronger margins, a broader product cycle and continued investment in battery-electric vehicle technology as key themes for 2026. On the company’s earnings call, William Li, NIO’s founder, chair

Nio (NIO) Q1 2026 Earnings Call Transcript
Motley Fool87d agoneutral
Nio (NIO) Q1 2026 Earnings Call Transcript

Bin Li: [Interpreted] Hello, everyone, and thank you for joining NIO Inc.'s 2026 Q1 earnings call. Breaking it down by brand, NIO brand delivered 58,543 vehicles, maintaining its leadership in China's BEV segment priced above RMB 300,000. The ONVO brand delivered 13,339 vehicles, continuing to unlock its growth potential.

Workday (WDAY) Q4 2026 Earnings Transcript
Motley Fool87d agoneutral
Workday (WDAY) Q4 2026 Earnings Transcript

In addition, during today's call, we will discuss non-GAAP financial measures, which we believe are useful as supplemental measures of Workday's performance. It's really nice to be back with all of you.

2028 will be a more important earnings year for Nvidia: Analyst
Yahoo Finance Video87d agoneutralVIDEO
2028 will be a more important earnings year for Nvidia: Analyst

Nvidia (NVDA) beat first quarter estimates on Wednesday after reporting earnings of $1.87 per share and record quarterly revenue of $81.62 billion. While also topping second quarter guidance forecasts and announcing an $80 billion share buyback program, the AI chip stock continues to dip in Thursday's session. New Street Research technology infrastructure analyst Antoine Chkaiban — alongside Mercato Partners CEO Joe Kaiser — explains how decisive 2028 could be for Nvidia while reacting to CFO Colette Kress's comments on CPU sales forecasts.