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Moby summary of FormFactor, Inc.'s Q1 2026 earnings call

Joining us on our call today, we have Daniel Schreiber, CEO and Co-Founder; Shai Wininger, President and Co-Founder; Tim Bitsy, Chief Financial Officer; and Nick Stead, SVP Finance. A letter to shareholders covering the company's first quarter 2026 financial results is available on our Investor Relations website at lemonade.com/investor.

Edwin Roks: Thank you, Sean. Good afternoon, everyone and thank you for joining us for our first quarter 2026 conference call. At TTM Technologies, we are focused on designing and manufacturing complex products and solutions in 2 strategic directions.

FormFactor (NASDAQ:FORM) reported first-quarter 2026 results that management said marked another all-time revenue record, alongside profitability that exceeded the company’s outlook. On the earnings call, Chief Executive Officer Mike Slessor said revenue grew sequentially and that gross margin and e

Amazon.com (NASDAQ:AMZN) executives highlighted accelerating growth in AWS, record operating margins, and continued heavy investment in AI infrastructure and satellites during the company’s first-quarter 2026 earnings call on April 29. Quarterly results and profitability CEO Andy Jassy said Amazon

Tenable (TENB) delivered earnings and revenue surprises of +15.03% and +1.15%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Impinj (PI) delivered earnings and revenue surprises of +27.27% and +1.57%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

FormFactor (FORM) delivered earnings and revenue surprises of +25.00% and +0.23%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Before we begin the call, I would like to remind you that today's discussion may contain forward-looking statements regarding future events including, but not limited to, the company's expectations for Everspin Technologies, Inc.'s future business, financial performance and goals, customer and industry adoption of MRAM technology, successfully bringing to market and manufacture products in Everspin Technologies, Inc.'s design pipeline, and executing on its business plan. The financial results discussed today reflect the company's preliminary estimates, are based on the information available as of the date hereof, and are subject to further review by Everspin Technologies, Inc. and its external auditors.

Teladoc (TDOC) delivered earnings and revenue surprises of -13.82% and +0.25%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

MediaAlpha (MAX) delivered earnings and revenue surprises of -17.09% and +5.22%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Bel Fuse (BELFB) delivered earnings and revenue surprises of +7.74% and +4.69%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Microsoft (MSFT) delivered earnings and revenue surprises of +4.97% and +1.83%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

KLA (KLAC) delivered earnings and revenue surprises of +2.60% and +0.91%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

eBay (EBAY) delivered earnings and revenue surprises of +5.06% and +2.00%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Amazon (AMZN) delivered earnings and revenue surprises of -2.22% and +2.07%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

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Oracle partner Bloom Energy guided high to underscore fuel-cell energy demand as AI data centers multiply.

Silicon Motion Technology (NASDAQ:SIMO) reported what management called a better-than-expected start to fiscal 2026, with record first-quarter revenue and profitability metrics that exceeded guidance amid a tight NAND and DRAM supply environment. On the company’s Q1 2026 earnings call, President and

Old Dominion Freight Line (NASDAQ:ODFL) executives said first-quarter results showed improving demand trends as the period progressed, even as revenue declined year over year amid lower less-than-truckload (LTL) volumes. Management pointed to accelerating sequential tonnage growth late in the quarte

Starbucks stock nears entry after results. Six other stocks, including data center, semiconductor player push toward buy points.

The company reported first-quarter earnings per share of 99 cents. Wall Street was looking for $1.05.

Airbus reported a first-quarter operating profit of €300 million. Wall Street was looking for about €345 million.

Danny Deep: Thank you, Nicole. Earlier today, we reported earnings of $4.10 per diluted share on revenue of $13.5 billion, operating earnings of $1.420 billion and net earnings of $1.125 billion. For example, revenue was up 10.3% and importantly, operating earnings are up 12% and net earnings are up 13.2%.

IDEX delivered a strong first quarter and continue to see our growth strategies gain traction as we expand and integrate capabilities in targeted advantaged markets powered by 8020. In the first quarter, IDEX delivered organic sales growth of 5% and adjusted EBITDA margin of 26%, which reflects a margin expansion of 50 basis points year-over-year. Strength was most pronounced in our Health & Science Technologies, or HST segment, where secular drivers continue to fuel growth across high-value applications in data center, semiconductor and space and defense markets.

Moby summary of Old Dominion Freight Line, Inc.'s Q1 2026 earnings call

HUM posts Q1 earnings beat as premiums surge and membership grows, but rising costs and benefit ratio pressure weigh on profit.