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Surendralal Karsanbhai: Thank you, Doug. At this moment, it is important to highlight our teams in the Middle East who persevered in a challenging, at times dangerous, environment. Led by Liam Hurley, our team in the Middle East brought this to life.

With me on today's call are Jayshree Ullal, Arista Networks, Inc. Chairperson and Chief Executive Officer, and Chantelle Breithaupt, Arista's Chief Financial Officer. This afternoon, Arista Networks, Inc. issued a press release announcing its fiscal first quarter results for the period ending 03/31/2026. During the course of this conference call, Arista Networks, Inc. management will make forward-looking statements, including those relating to our financial outlook for the second quarter of the 2026 fiscal year, longer-term business model and financial outlooks for 2026 and beyond, our total addressable market and strategy by addressing these market opportunities, including AI, inventory management, lead times, and product innovation, which are subject to the risks and uncertainties that we discussed in detail in our documents filed with the SEC, specifically in our most recent Form 10-Q and Form 10-K, and which could cause actual results to differ materially from those anticipated by these statements.

Atomera (NASDAQ:ATOM) executives said the company made progress across several customer engagements during its first-quarter 2026 earnings call, highlighting momentum in advanced logic, memory, RF, power devices, and gallium nitride (GaN) applications for its Mears Silicon Technology (MST). Gate-Al

Astera Labs (NASDAQ:ALAB) reported strong first-quarter fiscal 2026 results and issued upbeat second-quarter guidance, pointing to accelerating AI infrastructure spending and broad-based demand across its connectivity portfolio. Management said hyperscalers, AI labs, and sovereign entities are signa

Terry and Cole will discuss all of this in more detail later. Also in the first quarter, we signed a Cornerstone transaction advancing our Talen Energy Corporation flywheel strategy and adding meaningful free cash flow per share growth through acquisitions.

Also during the call, we will refer to certain non‑GAAP financial measures which we consider to be an important measure of the company's performance. For example, the overview of our Q1 financial results and Q2 financial guidance are on a non‑GAAP basis. With that, I would like to turn the call over to Jitendra Mohan, CEO of Astera Labs, Inc. Common Stock.

Robert Feurle: Thank you, and good afternoon, everyone. As we move forward, we remain focused on three key strategic priorities: advancing technology leadership, demonstrating strict financial discipline, and driving operational excellence.

Tigo Energy, Inc. (TYGO) delivered earnings and revenue surprises of +100.00% and -1.98%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Qualys (QLYS) delivered earnings and revenue surprises of +8.03% and +1.26%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Occidental (OXY) delivered earnings and revenue surprises of +63.08% and -7.04%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Flex (FLEX) delivered earnings and revenue surprises of +7.89% and +8.07%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Electronic Arts (EA) delivered earnings and revenue surprises of -29.45% and -6.48%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Bumble (BMBL) delivered earnings and revenue surprises of +33.54% and +0.24%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Ameren (AEE) delivered earnings and revenue surprises of +9.87% and -2.85%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

The headline numbers for Emerson Electric (EMR) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

This win reflects our expanding footprint in premium AI-enabled devices, validating our RF content platform and our technology differentiation. While still modest in absolute terms, the segment is expected to grow nearly 50% this year.

Need a quote from a Motley Fool analyst? In critical moments like these, BigBear.ai Holdings, Inc. teams excel. It is a privilege to work alongside colleagues who have the operational experience and mission insight customers value and expect.

Emerson Electric (EMR) delivered earnings and revenue surprises of -0.03% and -0.76%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Lumentum (LITE) delivered earnings and revenue surprises of +5.74% and +0.37%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Devon Energy (DVN) delivered earnings and revenue surprises of +3.66% and -8.48%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Frontier Group (NASDAQ:ULCC) used its first-quarter 2026 earnings call to outline record adjusted revenue, progress on a fleet “rightsizing” plan, and the company’s expectations for stronger unit revenue in the second quarter, while also addressing the near-term market disruption caused by Spirit’s

Telesat (NASDAQ:TSAT) reported first-quarter 2026 results that management said were in line with expectations for its legacy geostationary (GEO) business while continuing to advance development and commercialization efforts for its Telesat LightSpeed low Earth orbit (LEO) constellation. LightSpeed

Sterling Infrastructure (NASDAQ:STRL) reported a strong start to 2026, citing record first-quarter profitability, sharply higher backlog, and improving visibility tied primarily to mission-critical work such as data centers, manufacturing projects, and a newly awarded semiconductor fabrication campu

The Nasdaq hit new highs Tuesday. AI plays AMD, Astera Labs, Lumentum and Arista were earnings movers late.

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