News

LOGI beats Q4 FY26 estimates as earnings jump 22% Y/Y and revenues rise 7%, driven by strength in gaming, video collaboration headsets and pointing devices.

Arista Networks (NYSE:ANET) reported fiscal first-quarter 2026 results for the period ended March 31, 2026, with management pointing to continued momentum in cloud, AI networking, and enterprise, while also flagging supply constraints and related cost pressures that could weigh on margins. Q1 reven

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

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.

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

It's something special to have a perfect earnings surprise track record for five years.

US equity futures were trending higher on Tuesday as traders await a fresh batch of corporate earnin

Earnings season revs up the next few days as investors will hear from big companies including Advanced Micro Devices, CoreWeave, Pfizer and McDonald's. Data on the U.S. jobs market will also be watched closely, culminating in April nonfarm payroll numbers Friday.

AI stocks are seeing leadership shift as Google storms ahead, Nvidia wavers, software lags and key earnings loom.

We have Palantir, Advanced Micro Devices, Coinbase, Coreweave, Arista Networks, Arm Holdings, Shopify and Uber Technologies all reporting in what shapes as a busy and pivotal week for stocks.

TWLO beats Q1 2026 estimates with 20% revenue growth and strong earnings, while raising full-year guidance on improved growth and profitability outlook.