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Louis Gerhardy: Thank you, Carmen, and good afternoon. Thank you for joining our first quarter fiscal year 27 financial results conference call. On the call with me today is Dr. Fermi Wang, president and CEO, and John Young, CFO.

SentinelOne (NYSE:S) reported a stronger start to fiscal 2027, with management pointing to accelerating annual recurring revenue growth, improving profitability and rising demand for AI-related cybersecurity products. Chief Executive Officer Tomer Weingarten said the company delivered “strong reven

UiPath (NYSE:PATH) reported a stronger-than-expected start to fiscal 2027, with management highlighting growth in annual recurring revenue, revenue and profitability, as well as increasing customer adoption of its artificial intelligence and process orchestration products. Founder and Chief Executi

Okta (NASDAQ:OKTA) executives said the identity security company began fiscal 2027 with strong first-quarter momentum, citing large enterprise demand, partner engagement and contributions from newer products, while emphasizing artificial intelligence agents as a major emerging opportunity for the bu

MongoDB (NASDAQ:MDB) reported stronger-than-expected first-quarter fiscal 2027 results, with management pointing to continued momentum in its Atlas cloud database business, durable demand for Enterprise Advanced and early signs of growth tied to artificial intelligence workloads. President and Chie

Costco Wholesale (NASDAQ:COST) reported higher fiscal third-quarter earnings and sales as strong gasoline demand, continued membership growth and gains in digital sales supported results, executives said on the company’s earnings call. Gary Millerchip, Costco’s executive vice president and chief fi

GAP (NYSE:GAP) reported first-quarter fiscal 2026 results that management said reflected continued progress in its turnaround, with companywide comparable sales rising for the ninth consecutive quarter, even as performance varied sharply across its portfolio of brands. Chief Executive Officer Richa

Autodesk (NASDAQ:ADSK) reported first-quarter fiscal 2027 results above the high end of its guidance ranges and raised portions of its full-year outlook, while announcing a definitive agreement to acquire MaintainX, a maintenance and asset operations software company. President and CEO Andrew Anagn

NIO Inc. recently reported past first-quarter 2026 results showing revenue of CNY 25,532.66 million and a net loss of CNY 496.01 million, with vehicle deliveries almost doubling year over year and losses per share narrowing sharply. The company paired these results with strong second-quarter 2026 guidance and the launch of its ES9 flagship SUV, highlighting operational gains, clearer brand positioning, and product innovation as it refines its domestic and international approach. Next, we’ll...

Constellation Oil Services Holding SA (FRA:QG21) reports robust financial performance with significant EBITDA growth and strategic contract renegotiations, despite maintaining conservative guidance.

Futu Holdings Ltd (FUTU) reports a 25% revenue increase despite a significant drop in net income due to regulatory impacts and increased operating expenses.

During this call, we will make forward looking statements, including statements related to our market and future growth opportunities, our opportunity to win new business, our expectations regarding Atlas consumption growth, the impact of EA and other business and multiyear license revenue, the long term opportunity of AI, our financial guidance and underlying assumptions in our investments and growth opportunities in AI. This customer driven focus is to deliver meaningful outcomes for MongoDB.

Best Buy Co Inc (BBY) surpasses expectations with a 2% increase in comparable sales and unveils exclusive RGB TV technology.

The headline numbers for ViaSat (VSAT) 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.

On the call with me are Daniel Solomon Dines, founder and chief executive officer, and Ashim Gupta, chief operating and financial officer. This afternoon's call includes forward looking statements regarding our financial guidance for the second quarter and full year fiscal 2027, and our ability to drive and accelerate future growth and operational efficiency, and grow our platform, product offerings and market opportunity.

Before we dive into our financial results, I am delighted to say that Ron Vachris is once again joining me for today's call. Ron Vachris: Good afternoon, everybody, and thank you for joining us today. Nowhere has this been more apparent in the third quarter than our gas business, as events in The Middle East, have had a significant impact on product supply and gas prices, our focus, as always, is to be there for our members by staying in stock and offering the best value.

While the top- and bottom-line numbers for Costco (COST) give a sense of how the business performed in the quarter ended May 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

With me today are Jeffrey W. Clarke, David Kennedy and Tyler Johnson. With form factors that scale the AI factory from the largest clusters in the world to the flexibility and efficiencies enterprises need.

Options data suggests the stock could move about 9.4% after the June 4 report.

Dell Technologies (NYSE:DELL) reported what executives described as a record fiscal 2027 first quarter, driven by surging demand for AI servers, traditional servers, storage and commercial PCs, while warning that component supply remains the main constraint on further growth. Jeff Clarke said reven

Ambarella (NASDAQ:AMBA) reported fiscal first-quarter results that landed within its guidance ranges, while management emphasized growing momentum in edge artificial intelligence, automotive telematics and new long-term customer agreements. President and CEO Fermi Wang said the company delivered re

American Eagle Outfitters (NYSE:AEO) reported first-quarter revenue growth and operating income ahead of its guidance, as continued momentum at Aerie and OFFLINE offset weaker trends in parts of the namesake American Eagle brand. Executive Chairman and Chief Executive Officer Jay Schottenstein said

This quarter reflected the strength of our portfolio, the power of Aerie and work underway at American Eagle. This value is seen in strong engagement across the portfolio where our product and brand message continues to resonate with both new and existing customers.

Q1 revenue exceeded analyst expectations while earnings fell short.

Salesforce guided second-quarter revenue below expectations as investors weighed AI disruption concerns and Agentforce growth.

Although the revenue and EPS for Dell Technologies (DELL) give a sense of how its business performed in the quarter ended April 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

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

While the top- and bottom-line numbers for UiPath (PATH) give a sense of how the business performed in the quarter ended April 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

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

While the top- and bottom-line numbers for Autodesk (ADSK) give a sense of how the business performed in the quarter ended April 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.