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Your AI Feature Is Quietly Destroying Your Gross Margin
BlogApr 22, 2026

Your AI Feature Is Quietly Destroying Your Gross Margin

SaaS companies that embed AI often treat the new inference and infrastructure expenses as ordinary COGS, which can sharply erode gross margins. While classic SaaS targets 70‑80% margins, the ICONIQ 2026 State of AI survey shows AI‑enabled products anticipate only...

By The SaaS CFO
China’s Shipyards Secure Wave of Oil Tanker Orders as Iran War Drives Demand
NewsApr 22, 2026

China’s Shipyards Secure Wave of Oil Tanker Orders as Iran War Drives Demand

China’s shipyards are capitalizing on the U.S.-Israeli conflict with Iran, which has blocked the Strait of Hormuz and tightened global crude transport. Shipping firms are scrambling for very large crude carriers (VLCCs) to bypass the chokepoint, prompting new orders from...

By South China Morning Post – Global Economy
Globe Life Inc (GL) Q1 2026 Earnings Call Transcript
NewsApr 22, 2026

Globe Life Inc (GL) Q1 2026 Earnings Call Transcript

Globe Life reported first‑quarter net operating income of $259 million, a 10% rise that delivered $3.07 earnings per share, slightly beating internal forecasts. Book value per share excluding AOCI climbed 11% to $87.92, while GAAP return on equity hit 19% and...

By Motley Fool – Earnings Transcripts
Getty Realty Corp (GTY) Q1 2026 Earnings Call Transcript
NewsApr 22, 2026

Getty Realty Corp (GTY) Q1 2026 Earnings Call Transcript

Getty Realty Corp reported Q2 2025 results, showing a 9.9% increase in annualized base rent to $204 million and a 1.7% rise in AFFO per share to $0.59. The company accelerated capital deployment, closing $95.5 million of investments YTD at an initial...

By Motley Fool – Earnings Transcripts
Origin Bancorp Inc (OBK) Q1 2026 Earnings Call Transcript
NewsApr 22, 2026

Origin Bancorp Inc (OBK) Q1 2026 Earnings Call Transcript

Origin Bancorp posted a Q1 2026 run‑rate ROA of 1.19%, beating its 1% target, while net interest income rose 10.2% year‑over‑year. Loan originations jumped $500 million, a 37% increase, and noninterest expense fell 0.7% thanks to cost‑control measures. The Optimize Origin...

By Motley Fool – Earnings Transcripts
The Strategy Behind Comcast’s Refreshed Xfinity Mobile Plans
NewsApr 22, 2026

The Strategy Behind Comcast’s Refreshed Xfinity Mobile Plans

Comcast has streamlined Xfinity Mobile into two clear plans—Mobile Select at $30 per line and Mobile Plus at $45—phasing out its previous by‑the‑gig pricing. Both tiers include unlimited talk and text, while Select offers 50 GB premium data and a Global...

By Cablefax
NVR Inc (NVR) Q1 2026 Earnings Call Transcript
NewsApr 22, 2026

NVR Inc (NVR) Q1 2026 Earnings Call Transcript

NRC Health reported Q4 2025 revenue of $35.2 million, a 5% year‑over‑year decline but a modest 2% sequential gain, while total recurring contract value (TRCV) rose 8% YoY to $144.1 million, marking the fifth straight quarter of sequential growth. Adjusted EBITDA reached...

By Motley Fool – Earnings Transcripts
BankUnited Inc (BKU) Q1 2026 Earnings Call Transcript
NewsApr 22, 2026

BankUnited Inc (BKU) Q1 2026 Earnings Call Transcript

BankUnited reported Q1 2026 net income of $69.3 million, or $0.90 per share, which would have been $0.94 without a one‑time software write‑down. Pre‑provision net revenue rose 14% year‑over‑year to $115 million and the net interest margin edged up to 3.06%. Core...

By Motley Fool – Earnings Transcripts
Bankwell Financial Group Inc (BWFG) Q1 2026 Earnings Call Transcript
NewsApr 22, 2026

Bankwell Financial Group Inc (BWFG) Q1 2026 Earnings Call Transcript

Bankwell Financial Group posted Q1 2026 GAAP net income of $9.1 million, or $1.15 per share, boosted by a one‑time tax adjustment. Net interest income rose to $26.9 million as deposit costs fell, while non‑interest income jumped 35% to $3.4...

By Motley Fool – Earnings Transcripts
Pathward Financial Inc (CASH) Q2 2026 Earnings Call Transcript
NewsApr 22, 2026

Pathward Financial Inc (CASH) Q2 2026 Earnings Call Transcript

Pathward Financial reported a 17% jump in net income to $35.2 million and a 28% rise in EPS to $1.57 for Q2 2026. Adjusted net interest margin improved to 5.49%, while total loans increased to $5 billion, led by commercial finance growth. Management...

By Motley Fool – Earnings Transcripts
Kaiser Aluminum Corp (KALU) Q1 2026 Earnings Call Transcript
NewsApr 22, 2026

Kaiser Aluminum Corp (KALU) Q1 2026 Earnings Call Transcript

Kaiser Aluminum reported full‑year 2024 net sales just over $3 billion, with conversion revenue slipping 1% to $1.46 billion amid modest shipment declines. Adjusted operating income was $100 million and adjusted EBITDA rose to $217 million, representing a 14.9% margin and a 60‑basis‑point improvement....

By Motley Fool – Earnings Transcripts
Banner Corp (BANR) Q1 2026 Earnings Call Transcript
NewsApr 22, 2026

Banner Corp (BANR) Q1 2026 Earnings Call Transcript

Banner Corp posted Q1 2026 net profit of $45.5 million, or $1.31 per diluted share, up from the prior year and quarter, and pretax pre‑provision core earnings of $62 million. Core operating revenue increased to $163 million and loan outstandings grew 9% annualized,...

By Motley Fool – Earnings Transcripts
Graco Inc (GGG) Q1 2026 Earnings Call Transcript
NewsApr 22, 2026

Graco Inc (GGG) Q1 2026 Earnings Call Transcript

Graco reported $593 million in net sales for the quarter, an 8% increase driven by 4% acquisition growth, 2% currency translation, and 2% organic sales. Adjusted non‑GAAP earnings rose 10% to $0.77 per share, while reported net earnings jumped 22%...

By Motley Fool – Earnings Transcripts
Southwest Airlines Co (LUV) Q1 2026 Earnings Call Transcript
NewsApr 22, 2026

Southwest Airlines Co (LUV) Q1 2026 Earnings Call Transcript

Lakeland Industries reported record Q1 FY2026 net sales of $46.7 million, a 29% year‑over‑year increase driven primarily by a 100% jump in its Fire Services segment, which now accounts for 45% of total revenue. Gross margin compressed sharply to 33.5% from...

By Motley Fool – Earnings Transcripts
Liberty Energy Inc (LBRT) Q1 2026 Earnings Call Transcript
NewsApr 22, 2026

Liberty Energy Inc (LBRT) Q1 2026 Earnings Call Transcript

Liberty Energy reported Q1 2026 revenue of $1 billion, a 7% sequential increase, and adjusted EBITDA of $181 million, up 8% from the prior quarter. Net income surged to $71 million, while net debt declined by $46 million, leaving $276 million in total liquidity after...

By Motley Fool – Earnings Transcripts
KKR Real Estate Finance Trust Inc (KREF) Q1 2026 Earnings Call Transcript
NewsApr 22, 2026

KKR Real Estate Finance Trust Inc (KREF) Q1 2026 Earnings Call Transcript

KKR Real Estate Finance Trust reported a GAAP net loss of $10.6 million for Q1 2025, while generating $17 million in distributable earnings that supported its $0.25 per share dividend. Liquidity stood above $700 million, with no corporate debt maturities...

By Motley Fool – Earnings Transcripts
Kinder Morgan Inc (KMI) Q1 2026 Earnings Call Transcript
NewsApr 22, 2026

Kinder Morgan Inc (KMI) Q1 2026 Earnings Call Transcript

Kinder Morgan reported a robust first‑quarter 2026, with adjusted EPS jumping 41% and adjusted EBITDA rising 18% year‑over‑year, driven by record natural‑gas pipeline utilization and higher gathering volumes. The company announced a $500 million acquisition of the Monument pipeline, expanding its...

By Motley Fool – Earnings Transcripts
Fulton Financial Corp (FULT) Q1 2026 Earnings Call Transcript
NewsApr 22, 2026

Fulton Financial Corp (FULT) Q1 2026 Earnings Call Transcript

Fulton Financial Corp posted a record operating earnings per share of $2.16 for 2025, driven by strong deposit growth and diversified noninterest income. Customer deposits rose $449 million, buoyed by a 25% surge in consumer demand‑deposit openings, while noninterest income reached...

By Motley Fool – Earnings Transcripts
TE Connectivity PLC (TEL) Q2 2026 Earnings Call Transcript
NewsApr 22, 2026

TE Connectivity PLC (TEL) Q2 2026 Earnings Call Transcript

TE Connectivity reported Q1 FY2026 sales of $4.7 billion, up 22% reported and 15% organically, driven by strong performance in both Industrial and Transportation Solutions. Record orders reached $5.1 billion, delivering a book‑to‑bill ratio of 1.1, while adjusted EPS climbed to $2.72,...

By Motley Fool – Earnings Transcripts
We Are All Workerbees
PodcastApr 22, 20261 min

We Are All Workerbees

The episode explores how the modern workplace has become unpredictable, with shifting hiring practices, evolving job expectations, and constant adaptation required of employees. Through interviews with workers, recruiters, hiring managers, and leaders, listeners hear personal stories of long job searches,...

By Bloomberg Surveillance (Podcast)
First Merchants Corp (FRME) Q1 2026 Earnings Call Transcript
NewsApr 22, 2026

First Merchants Corp (FRME) Q1 2026 Earnings Call Transcript

First Merchants Corp reported record 2025 results, posting $19 billion in assets, $13.8 billion in loans and $15.3 billion in deposits. Net income hit $224.1 million and diluted EPS rose 13.8% to $3.88, while the efficiency ratio improved to 54.5% indicating strong operating leverage....

By Motley Fool – Earnings Transcripts
Boston Scientific Corp (BSX) Q1 2026 Earnings Call Transcript
NewsApr 22, 2026

Boston Scientific Corp (BSX) Q1 2026 Earnings Call Transcript

Boston Scientific reported $20.74 billion in full‑year 2025 operational revenue, a 19% increase, and adjusted EPS of $3.06, up 22% versus guidance. Organic growth hit 15.8% for the year, driven by double‑digit expansion in electrophysiology (73% organic) and the WATCHMAN franchise...

By Motley Fool – Earnings Transcripts
CSX Corp (CSX) Q1 2026 Earnings Call Transcript
NewsApr 22, 2026

CSX Corp (CSX) Q1 2026 Earnings Call Transcript

CSX Corp reported first‑quarter 2026 revenue up 2% on 3% volume growth, driven by pricing gains and higher fuel recovery despite a modest business‑mix drag. Operating expenses fell 6% after more than $100 million in efficiency savings, lifting operating income 20%...

By Motley Fool – Earnings Transcripts
CME Group Inc (CME) Q1 2026 Earnings Call Transcript
NewsApr 22, 2026

CME Group Inc (CME) Q1 2026 Earnings Call Transcript

Interactive Brokers Group posted record Q1 2026 net revenue, propelled by double‑digit growth across stocks, options and futures. Client cash balances surged 35% to $169 billion and client equity rose 38% to $789 billion, offsetting a 5% market decline. The firm maintained...

By Motley Fool – Earnings Transcripts
New Oriental Education & Technology Group Inc (EDU) Q3 2026 Earnings Call Transcript
NewsApr 22, 2026

New Oriental Education & Technology Group Inc (EDU) Q3 2026 Earnings Call Transcript

TAL Education Group reported fiscal Q3 2026 revenue of $861.4 million, a 39.1% year‑over‑year increase, driven by strong enrollment in its Peiyou enrichment programs and expanding learning‑device sales. Gross profit rose 40.8% to $491 million, lifting gross margin to 57.0%,...

By Motley Fool – Earnings Transcripts
Colony Bankcorp Inc (CBAN) Q1 2026 Earnings Call Transcript
NewsApr 22, 2026

Colony Bankcorp Inc (CBAN) Q1 2026 Earnings Call Transcript

Colony Bankcorp reported a strong Q1 2026 performance, highlighted by a 15‑basis‑point lift in net interest margin to 3.32% and a $675,000 rise in operating net income. The recent TC Federal merger boosted net interest income by $3.2 million and helped...

By Motley Fool – Earnings Transcripts
Sook Defends Nexstar-Tegna, Slams DirecTV
NewsApr 22, 2026

Sook Defends Nexstar-Tegna, Slams DirecTV

Nexstar Media Group is pressing ahead with its $6.2 billion acquisition of Tegna despite a federal injunction filed by DirecTV and eight Democratic‑leaning states. CEO Perry Sook dismissed the lawsuit, arguing that Nexstar competes more with tech giants like Google, Amazon...

By Cablefax
Boeing Co (BA) Q1 2026 Earnings Call Transcript
NewsApr 22, 2026

Boeing Co (BA) Q1 2026 Earnings Call Transcript

Boeing reported Q1 2024 revenue of $16.6 billion, an 8% decline, and a core loss of $1.13 per share as 737 deliveries slowed below 38 units per month. The company launched a 90‑day quality action plan after the Alaska Airlines incident,...

By Motley Fool – Earnings Transcripts
CACI International Inc (CACI) Q3 2026 Earnings Call Transcript
NewsApr 22, 2026

CACI International Inc (CACI) Q3 2026 Earnings Call Transcript

CACI International reported Q2 fiscal 2026 revenue of $2.2 billion, up 5.7% year‑over‑year, and an EBITDA margin of 11.8%, a 70‑basis‑point improvement. The company raised its full‑year guidance, now forecasting $9.3‑$9.5 billion in revenue, 7.8%‑10.1% growth, and at least $725 million in free...

By Motley Fool – Earnings Transcripts
Why Can't They Just...? Revisited
BlogApr 22, 2026

Why Can't They Just...? Revisited

The article revisits the perennial "why can’t they just…" question that surfaces across engineers, managers and senior leaders, using AI tool mandates as a case study. It argues that such questions often overlook deep legal, tax, strategic and cultural constraints...

By Lara Hogan’s Blog
Churchill Downs Inc (CHDN) Q1 2026 Earnings Call Transcript
NewsApr 22, 2026

Churchill Downs Inc (CHDN) Q1 2026 Earnings Call Transcript

Churchill Downs reported record 2025 financial results, posting its highest ever net revenue and adjusted EBITDA, driven by strong Kentucky Derby wagering and growth in its Historical Racing Machine (HRM) portfolio. Free cash flow reached $700 million and the company returned...

By Motley Fool – Earnings Transcripts
Univest Financial Corp (UVSP) Q1 2026 Earnings Call Transcript
NewsApr 22, 2026

Univest Financial Corp (UVSP) Q1 2026 Earnings Call Transcript

Univest Financial Corp reported first‑quarter 2026 earnings of $22.4 million net income, or $0.77 per share, while net interest margin rose to 3.09% from 2.88%. Deposit balances fell $100.8 million due to seasonal public‑fund outflows, and net loan growth was modest at...

By Motley Fool – Earnings Transcripts
Agent Sprawl Is Here. Your IaC Platform Is the Answer.
NewsApr 22, 2026

Agent Sprawl Is Here. Your IaC Platform Is the Answer.

Enterprises are rapidly adopting AI agents—96% run them in production, yet only 12% have centralized management. This sprawl creates security, compliance, and audit challenges as agents proliferate across cloud accounts with unmanaged credentials. Pulumi argues that an Infrastructure‑as‑Code (IaC) platform...

By Pulumi Blog
Knight-Swift Transportation Holdings Inc (KNX) Q1 2026 Earnings Call Transcript
NewsApr 22, 2026

Knight-Swift Transportation Holdings Inc (KNX) Q1 2026 Earnings Call Transcript

Knight‑Swift reported a GAAP loss of $0.04 per share in Q1 2026, driven primarily by a $52.9 million non‑cash impairment tied to the integration of the Abilene Motor Express brand into Swift. Adjusted earnings slipped to $0.31 per share as both...

By Motley Fool – Earnings Transcripts
Cathay General Bancorp (CATY) Q1 2026 Earnings Call Transcript
NewsApr 22, 2026

Cathay General Bancorp (CATY) Q1 2026 Earnings Call Transcript

Cathay General Bancorp reported first‑quarter net income of $62 million, a 5% year‑over‑year increase, and earnings per share of $0.83. Net interest margin rose 18 basis points to 2.99%, while pre‑provision net revenue grew 11.5% to $106 million. Non‑broker deposits surged $1.4 billion...

By Motley Fool – Earnings Transcripts
Travel + Leisure Co (TNL) Q1 2026 Earnings Call Transcript
NewsApr 22, 2026

Travel + Leisure Co (TNL) Q1 2026 Earnings Call Transcript

Travel + Leisure Co reported Q1 2026 revenue of $1.02 billion, up 3% year‑over‑year, driven primarily by a 6% surge in its Vacation Ownership segment. Adjusted EBITDA rose 2% to $250 million, maintaining a 25% margin, while adjusted EPS increased 9% to...

By Motley Fool – Earnings Transcripts
WEX Inc (WEX) Q1 2026 Earnings Call Transcript
NewsApr 22, 2026

WEX Inc (WEX) Q1 2026 Earnings Call Transcript

WEX reported Q1 2026 revenue of $659.6 million, a 2.1% year‑over‑year decline, while adjusted EPS rose to $3.95, up 1% (8% excluding fuel and FX effects). The Benefits segment led growth with an 8.5% revenue increase, fueled by 6% SaaS...

By Motley Fool – Earnings Transcripts
Iraq Turns to Risky Overland Routes as Oil Exports Collapse
NewsApr 22, 2026

Iraq Turns to Risky Overland Routes as Oil Exports Collapse

Iraq’s oil exports have slumped about 80 % to roughly 1.2‑1.3 million barrels per day after the Strait of Hormuz became effectively closed. The government, which depends on oil for up to 95 % of its budget, is confronting a severe fiscal shortfall....

By OilPrice.com – Main
Enterprise Financial Services Corp (EFSC) Q1 2026 Earnings Call Transcript
NewsApr 22, 2026

Enterprise Financial Services Corp (EFSC) Q1 2026 Earnings Call Transcript

Enterprise Financial Services Corp reported diluted EPS of $1.45 for Q1 2026, up from $1.19 sequentially and $1.28 year‑over‑year. Net interest income rose to $168 million and net interest margin improved to 4.26%, driven by a recent branch acquisition that also added...

By Motley Fool – Earnings Transcripts
Goosehead Insurance Inc (GSHD) Q1 2026 Earnings Call Transcript
NewsApr 22, 2026

Goosehead Insurance Inc (GSHD) Q1 2026 Earnings Call Transcript

Goosehead Insurance reported Q1 2026 revenue of $93.1 million, up 23% year‑over‑year, and adjusted EBITDA of $24.4 million, a 57% increase with a 26% margin. The company launched Digital Agent 2.0 for homeowners in Texas, expanding its fully digital sales capability, and its...

By Motley Fool – Earnings Transcripts
Westinghouse Air Brake Technologies Corp (WAB) Q1 2026 Earnings Call Transcript
NewsApr 22, 2026

Westinghouse Air Brake Technologies Corp (WAB) Q1 2026 Earnings Call Transcript

Westinghouse Air Brake Technologies (Wabtec) reported first‑quarter 2020 revenue of $1.9 billion, a 21% year‑over‑year increase driven largely by the GE Transportation merger and higher digital electronics sales. Adjusted earnings per share were $0.97, with an adjusted EBIT margin of 15.7%,...

By Motley Fool – Earnings Transcripts
SEI Investments Co (SEIC) Q1 2026 Earnings Call Transcript
NewsApr 22, 2026

SEI Investments Co (SEIC) Q1 2026 Earnings Call Transcript

SEI Investments reported an all‑time quarterly EPS of $1.38, up 16% year‑over‑year and 6% sequentially, driven by broad‑based revenue growth across all segments. Private banking delivered $28 million in net sales events, highlighted by two new SaaS mandates, while the Integrated...

By Motley Fool – Earnings Transcripts
Selective Insurance Group Inc (SIGI) Q1 2026 Earnings Call Transcript
NewsApr 22, 2026

Selective Insurance Group Inc (SIGI) Q1 2026 Earnings Call Transcript

Selective Insurance Group reported a strong Q1 2026 earnings beat, highlighted by a 14.4% return on equity and an 18% increase in book value per share. The full-year combined ratio fell to 97.2% from 103% in 2024, driven by disciplined...

By Motley Fool – Earnings Transcripts
AT&T Inc (T) Q1 2026 Earnings Call Transcript
NewsApr 22, 2026

AT&T Inc (T) Q1 2026 Earnings Call Transcript

AT&T reported a strong 2025 finish, delivering over 1.5 million post‑paid phone adds and more than 1 million fiber net adds, the longest streak for both metrics. The company returned $12 billion to shareholders, a 50% increase year‑over‑year, while guiding free cash flow...

By Motley Fool – Earnings Transcripts
GCI Buying Quintillion
NewsApr 22, 2026

GCI Buying Quintillion

GCI announced it will acquire Alaskan fiber infrastructure firm Quintillion in a deal valued at $310 million. The transaction merges Quintillion’s 1,800+ miles of subsea and terrestrial fiber, plus roughly 1,500 miles of planned expansion, with GCI’s statewide network. GCI will...

By Cablefax
Pinnacle Financial Partners Inc (PNFP) Q1 2026 Earnings Call Transcript
NewsApr 22, 2026

Pinnacle Financial Partners Inc (PNFP) Q1 2026 Earnings Call Transcript

Pinnacle Financial Partners reported a 14.2% year‑over‑year revenue increase in Q1, powered by aggressive hiring of experienced bankers who consolidated client relationships. Adjusted earnings per share rose 24.2% and tangible book value per share grew 10.6%, underscoring the firm’s high‑quality...

By Motley Fool – Earnings Transcripts
NewMarket Corp (NEU) Q1 2026 Earnings Call Transcript
NewsApr 22, 2026

NewMarket Corp (NEU) Q1 2026 Earnings Call Transcript

NewMarket Corp posted Q4 2024 net income of $111 million, or $11.56 per share, up 39% from the prior year. Petroleum additives sales slipped to $626 million, but operating profit rose to $136 million on lower costs. The AMPAC acquisition contributed $27 million in specialty‑materials...

By Motley Fool – Earnings Transcripts
AZZ Inc (AZZ) Q4 2026 Earnings Call Transcript
NewsApr 22, 2026

AZZ Inc (AZZ) Q4 2026 Earnings Call Transcript

AZZ Inc reported record Q4 2026 sales of $425.7 million, a 5.5% year‑over‑year increase, led by a 15.7% surge in its Metal Coatings segment. Metal Coatings generated a 30.3% EBITDA margin thanks to large infrastructure projects, while Precoat Metals slipped...

By Motley Fool – Earnings Transcripts
NFL Goes to the FCC
NewsApr 22, 2026

NFL Goes to the FCC

The NFL met with Federal Communications Commission staff to argue that its reliance on free, over‑the‑air broadcasts benefits fans, local stations, and all 32 clubs. The league highlighted the steep decline in pay‑TV subscriptions and cited Amazon’s record‑breaking Thursday Night...

By Cablefax