Today's Earnings Calls Pulse
Dycom Industries posts record $5.55B revenue and launches Building Systems segment
Dycom reported fiscal 2026 revenue of $5.55 billion, a full‑year high, and highlighted the $95.8 million contribution from its newly created Building Systems segment after completing the Power Solutions acquisition. Management forecast fiscal 2027 contract revenue of $6.85‑$7.15 billion, underscoring strong demand in fiber‑optic and utility markets.
Home Depot Beats Q1 Estimates, Reinforces Defensive Retail Appeal
Home Depot posted first‑quarter revenue up 4.8% year‑over‑year and earnings per share that fell 4.3% but still beat analysts' forecasts. The results, highlighted by higher average ticket sizes and modest comparable‑sales growth, reaffirm the retailer's defensive positioning as housing‑related spending shows early signs of revival.
Walmart to Use Expected $35B Tariff Refunds for Price Cuts Amid Fuel Cost Pressures
Walmart announced that anticipated tariff refunds, part of the $35.46 billion processed by U.S. Customs, will be earmarked for price reductions as fuel costs squeeze consumers. The move comes as the retailer posted $177.8 billion in first‑quarter revenue, up 7.3% YoY, and...
Agora API Posts $37.7M Q1 Revenue, Doubles Net Income and Accelerates Share Repurchase
Agora (NASDAQ: API) posted Q1 2026 revenue of $37.7 million, a 13.5% year‑over‑year rise, and GAAP net income of $1.1 million, more than double the prior year. The company also announced a $156.2 million share‑repurchase, covering 78.1% of its $200 million program, and guided...
Mediwound Ltd (MDWD) Q1 2026 Earnings Call Transcript
MedWound reported Q1 2026 revenue of $1.9 million, a sharp decline from $5.8 million a year earlier, driven primarily by a U.S. government shutdown that delayed contract awards. R&D spending jumped to $4.5 million as the company advanced the Phase III VALUE trial for...
Manchester United PLC (MANU) Q3 2026 Earnings Call Transcript
Manchester United reported a sharp decline in Q3 2020 financial performance as COVID‑19 forced match postponements, stadium closures, and reduced broadcast fees. Revenue fell to £123.7 million, down £28.4 million year‑on‑year, and adjusted EBITDA dropped to £27.9 million, a £13.3 million decrease. The club...
Dycom Industries Inc (DY) Q1 2027 Earnings Call Transcript
Dycom Industries reported record fiscal 2026 results, highlighted by $1.46 billion Q4 revenue (34.4% YoY) and a full‑year revenue high of $5.55 billion. The company completed the Power Solutions acquisition, launching a Building Systems segment that contributed $95.8 million in Q4 revenue. Management...
Semtech Q1 FY27 Earnings Call Recap and Summary.
Semtech reported Q1 FY27 revenue of $291 million and adjusted EPS of $0.51, both surpassing forecasts. Data‑center sales surged to a record $71.6 million, up 39% year‑over‑year, driven by the 800G FiberEdge platform now in hyperscaler deployments. The company launched 1.6 T FiberEdge...
Copart Q3 2026 Revenue Rises 2.1% to $1.24 B, Profit Gains on Higher ASPs
Copart reported third‑quarter 2026 revenue of $1.24 billion, up 2.1% year‑over‑year, as average selling prices rose 4.6% globally. Profit margins improved on the back of stronger international performance and a $1.6 billion share‑repurchase program.
Modine Spins Off $1B Performance Technologies Unit as Climate Solutions Revenue Jumps 51% in Q3
Modine (MOD) disclosed a $1 billion divestiture of its Performance Technologies segment, receiving $210 million in cash and a 40% equity stake in the new Gentherm‑combined entity. The same quarter saw Climate Solutions revenue climb 51% to drive a 31% rise in...
Zoom Beats Q4 2026 Guidance with $1.25B Revenue, AI Deals Drive Growth
Zoom reported fourth‑quarter 2026 revenue of $1.25 billion, topping the high end of its guidance by $12 million and delivering a 5.3% year‑over‑year increase. The earnings call highlighted AI‑powered product adoption, solid enterprise expansion, and a shareholder‑friendly capital return plan.
Freightos Ltd (CRGO) Q1 2026 Earnings Call Transcript
Freightos reported Q1 2026 revenue of $7.4 million, a 12% year‑over‑year increase, driven by 13% growth in platform revenue and 12% growth in solutions revenue. The company posted a negative adjusted EBITDA of $2.7 million for the quarter but reaffirmed...
TTWO Beyond GTA 6, NTDOY Turnaround & Video Game Stock Earnings
The panel, led by Wedbush senior VP Alicia Reese, dissected the current inflection point in the video‑game sector, zeroing in on Take‑Two Interactive’s upcoming earnings call and the long‑awaited launch of Grand Theft Auto VI. Reese noted that a firm confirmation of...
Workday CEO Warns AI Could Replace Human Labor, Cites 200% ACV Surge
Workday CEO Aneel Bhusri told investors that AI is already displacing full‑time employees in HR functions, noting that AI‑driven expansion deals are more than 50% larger and that AI ARR is nearing $500 million. The comments come as the company reports...
Lowe's Flags Consumer Spending Slowdown on Big Home‑Improvement Projects in Q1 Earnings Call
Lowe's CFO Brandon Sink told investors on the May 20 earnings call that average spend per visit rose 1.5% year‑over‑year, but transaction counts slipped 0.9%, signaling a pullback on large DIY projects. CEO Marvin Ellison linked the trend to a “K‑shape”...
Intuit Q3 Earnings Beat Triggers 18.6% Stock Drop
Intuit reported fiscal Q3 adjusted earnings of $12.80 per share on $8.56 billion in revenue, beating analyst forecasts, yet the stock slid 18.6% after market close. The decline followed a modest revenue mix shift and a forward‑looking guidance raise that fell...
Applied Materials Posts Record Q2 FY2026 Revenue, Forecasts >30% Equipment Growth Amid AI Surge
Applied Materials announced record quarterly revenue and a 54.8% gross margin for its Semiconductor Systems segment, driven by soaring AI-related semiconductor demand. The company said its equipment business will grow more than 30% this calendar year and highlighted eight‑quarter customer...