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AvePoint (NASDAQ:AVPT) reported first-quarter 2026 results that management said exceeded guidance on both the top and bottom line, as the company positioned its platform around data governance, protection, and “AI-ready” capabilities. On the call, CEO Dr. TJ Jiang emphasized what he described as a b

Afya (NASDAQ:AFYA) executives highlighted revenue growth, steady margins in core undergraduate operations, and continued investment in its digital medical practice tools during the company’s first-quarter 2026 earnings call. CEO Virgilio Gibbon and CFO Luis Blanco also addressed investor questions o

Operator: Good afternoon, and thank you for joining Airbnb, Inc.'s Earnings Conference Call for 2026. As a reminder, this conference call is being recorded and will be available for replay from the Investor Relations section of Airbnb, Inc.'s website following this call. On the call, we have Airbnb, Inc.'s Co-Founder and CEO, Brian Chesky, and our Chief Financial Officer, Ellie Mertz.

The headline numbers for DraftKings (DKNG) 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.

Q1 represented another strong quarter for Lyft, Inc. We again delivered on our financial commitments and again had double-digit growth in active riders, gross bookings, and adjusted EBITDA year over year, further setting ourselves up for a global hybrid AV future. Taken together with our financial results, this continues to validate our thesis that customer obsession drives profitable growth.

Also on the call today is Aneesh Pendharkar, Senior Vice President, Finance and Corporate Development. Before we get started, I would like to remind everyone that during this call, we will be making forward-looking statements, which are predictions, projections, or other statements about future events. Actual results could differ materially from those contemplated by these forward-looking statements.

DraftKings (DKNG) delivered earnings and revenue surprises of -6.98% and +0.12%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Inseego (INSG) delivered earnings and revenue surprises of +60.00% and -0.47%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Lyft (LYFT) delivered earnings and revenue surprises of -29.22% and +1.82%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Globalstar (GSAT) delivered earnings and revenue surprises of -966.67% and -0.81%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

In attendance with me today are Steve Sanghi, Microchip’s President and CEO; Richard J. Other than net sales, I will be referring to these results on a non-GAAP basis which is based on expenses prior to the effects of acquisition activities, share-based compensation and certain other adjustments as described in the earnings press release, and in the reconciliations on our website.

Matthew Prince: Thank you, Phil. A Fortune 100 technology company expanded their relationship with Cloudflare, Inc., signing a two-year $8 million contract for our privacy proxy solution, the fifth privacy engagement with this customer, solidifying Cloudflare, Inc. as their go-to privacy partner.

Actual results could differ materially from those suggested by our forward-looking statements. Please refer to our filings with the SEC for a detailed discussion of the risks and uncertainties that could affect our business and for a discussion of the statements that qualify as forward-looking statements. Also note that the forward-looking statements on this call are based on information available to us as of today's date.

Thompson will give an overview of Applied Optoelectronics, Inc.’s Q1 results, and Stefan will provide financial details and the outlook for 2026. Before we begin, I would like to remind you to review Applied Optoelectronics, Inc.’s Safe Harbor statement. On today's call, management will make forward-looking statements.

Guidance upgrades are generally among the most bullish announcements a company can make, signaling that the outlook is even better than previously expected.

Akamai Technologies (NASDAQ:AKAM) opened 2026 with first-quarter results that highlighted faster growth in cloud infrastructure services and continued demand for its security portfolio, alongside a major new long-term customer commitment tied to AI infrastructure. Landmark cloud deal underscores AI

Affirm (NASDAQ:AFRM) executives told investors on the company’s fiscal third-quarter 2026 earnings call that they are seeing stable credit performance and an unusually supportive funding environment, while continuing to push product initiatives such as the Affirm Card, app-based shopping features, a

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...