Today's Earnings Calls Pulse
Synopsys posts record FY2025 revenue and secures $2B Nvidia investment
Synopsys reported FY2025 revenue of $7.05 billion, up 15% year‑over‑year, and a backlog of $11.4 billion. Q4 revenue hit $2.25 billion, beating guidance, while non‑GAAP operating margin rose to 37.3% and EPS exceeded forecasts. The company also announced a $2 billion strategic equity investment from Nvidia and plans to prepay $2.55 billion of obligations.
Ffbw Inc (FFBW) Q1 2026 Earnings Call Transcript
First Financial Bancorp (FFBW) reported adjusted earnings of $0.77 per share, a 22% year‑over‑year increase, driven by a resilient net interest margin of 3.99% and a 24% jump in non‑interest income. Loan balances grew modestly by $71 million, largely reflecting the Bank Financial acquisition, while total deposits surged $1.7 billion, bolstered by the same deal and the Westfield conversion. Non‑interest expenses rose but stayed below expectations, and capital ratios remained comfortably above regulatory thresholds, prompting a new $5 million share‑repurchase authorization. Management projects mid‑single‑digit loan growth in Q2 and steady fee‑income generation.
Heron Therapeutics Inc (HRTX) Q1 2026 Earnings Call Transcript
Heron Therapeutics reported $155 million in 2025 net product revenue and adjusted EBITDA of $14.7 million, surpassing its guidance range. Acute‑care sales surged, with ZYNRELEF revenue up 48% YoY and the franchise growing 57% in Q4, driven by the CrossLink IGNITE program, a...
Liquidia Corp (LQDA) Q1 2026 Earnings Call Transcript
Liquidia Corp reported $148.3 million full‑year net product sales, with $90.1 million generated in Q4 and a 74% quarter‑over‑quarter increase. The company achieved its second consecutive profitable quarter, posting $27.3 million adjusted EBITDA and $14.6 million net income, while generating $33 million of operating cash...
Mosaic Co (MOS) Q1 2026 Earnings Call Transcript
The Mosaic Company reported resilient North American sales despite industry‑wide declines and set a 2026 phosphate production target of at least 7 million tons. Cost‑saving initiatives delivered $150 million in 2025, with an additional $100 million planned for this year, while sulfur price...
Seadrill Ltd (SDRL) Q1 2026 Earnings Call Transcript
Seadrill reported Q1 2020 results with adjusted EBITDA of $55 million and a 17% margin, while cash on hand stood at $1.2 billion. The company added $77 million to its backlog, reaching $2.5 billion, but recorded a $1.2 billion impairment on semi‑submersible rigs due to...
Fox Corp (FOXA) Q3 2026 Earnings Call Transcript
Fox Corp posted $5.18 billion in total revenue for Q3 2026, a modest 2% increase driven by gains in both advertising and distribution. Adjusted EBITDA fell to $692 million as higher digital and sports expenses offset lower entertainment costs, while net income dropped...
Hain Celestial Group Inc (HAIN) Q3 2026 Earnings Call Transcript
The Hain Celestial Group announced the sale of its North American snacks business to Snackrupters for $115 million in cash, earmarking the proceeds for debt reduction. The divestiture removes roughly 22% of FY 2025 net sales and a negligible EBITDA contribution, allowing...
Kodiak Gas Services Inc (KGS) Q1 2026 Earnings Call Transcript
Kodiak Gas Services reported record 2025 results, with total revenue of $1.3 billion—a 13% increase—and adjusted EBITDA of $715 million, up 17%. Free cash flow reached $230 million, allowing the company to hit its 3.5× net‑leverage target, raise the quarterly dividend 20% and...
Constellation Energy Corp (CEG) Q1 2026 Earnings Call Transcript
Constellation Energy reported Q3 2024 GAAP earnings of $3.82 per share and adjusted operating earnings of $2.74 per share, prompting the company to raise its full‑year adjusted EPS guidance to a range of $8.00‑$8.40, with a midpoint of $8.20. Management...
Apogee Therapeutics Inc (APGE) Q1 2026 Earnings Call Transcript
Apogee Therapeutics reported Q1 2026 net sales of $346.6 million, a 4.6% increase driven largely by a $22 million contribution from the UW Solutions acquisition. Adjusted EBITDA margin slipped to 9.9% as higher aluminum costs and tariff expenses weighed on Metals and...
Exagen Inc (XGN) Q1 2026 Earnings Call Transcript
Exagen reported Q1 2022 revenue of $10.4 million, driven by a record 30,903 AVISE CTD/Lupus tests and 2,175 ordering providers. The company secured a new Medicare PLA code (0312U) for AVISE Lupus, boosting reimbursement from $295 to $1,085 per test. Gross...
CEVA Inc (CEVA) Q1 2026 Earnings Call Transcript
CEVA Inc. posted a record quarterly revenue, up 7% year‑over‑year and 10% sequentially, driven by strong licensing growth and record Wi‑Fi and IoT shipments. Licensing revenue rose 11% YoY, with AI processor licenses representing over 20% of the mix for...
Atlanta Braves Holdings Inc (BATRA) Q1 2026 Earnings Call Transcript
Atlanta Braves Holdings (BATRA) reported Q1 2026 GAAP net income of $15.2 million and distributable earnings of $0.25 per share, supported by $4.5 million in share repurchases that lifted book value to $11.06. Net assets held steady at $4.1 billion, a 26% year‑over‑year...
Serve Robotics Posts 578% Revenue Surge as DoorDash Partnership Fuels Premium Delivery Growth
Serve Robotics reported a 578% year‑over‑year revenue increase in Q1 2026, with fleet revenue climbing tenfold and a six‑times boost in DoorDash merchant count. The growth reflects a broader shift in gig‑economy platforms toward premium offerings for higher‑earning customers, a...
POWI Posts 3% Q1 Revenue Rise, Cites Renewable Demand and $18M Free Cash
Power integrator POWI announced Q1 2026 revenue of $108.3 million, a 3% year‑over‑year increase and a 5% sequential gain. CFO Nancy Erba highlighted strong industrial and renewable‑energy orders, a $18 million free‑cash‑flow surplus, and a capital‑expenditure plan that leans heavily into the...
Warner Music Group Posts $1.73B Q2 Revenue, Citing Streaming Surge and AI Push
Warner Music Group reported $1.73 billion in second‑quarter revenue, up 12% year‑over‑year, with streaming revenue climbing 15% and AI projects entering the spotlight. Executives said the results validate the company’s transformation strategy and set the stage for further catalog acquisitions.
As Nvidia Earnings Draw Closer, Here Are 5 Things Investors Need to Watch
Nvidia is set to report its fiscal first‑quarter results on May 20, 2026, amid a stock performance that lags the broader semiconductor rally. The company’s shares have risen only about 15 % year‑to‑date, compared with a 61 % gain in the PHLX Semiconductor...
Uber CEO Calls Self-Driving Market a Trillion-Dollar Opportunity as Q1 Shows 25% Booking Growth
Uber chief Dara Khosrowshahi said the autonomous‑vehicle market could eventually be worth a trillion dollars, a view reinforced by the company's Q1 2026 earnings that posted 25% growth in gross bookings and a 44% jump in adjusted earnings per share....
Trex Posts 1% Q1 Sales Rise as CFO Highlights Inventory and Capital Discipline
Trex (TREX) posted $343 million in net sales for Q1 2026, a modest 1% increase driven by consumer demand and channel stocking. CFO Prithvi Gandhi used the earnings call to detail a tighter inventory strategy, cost‑control measures and a reduced capital‑expenditure budget...
EDAP TMS Posts Record Q1 Revenue as Robotic HIFU Sales Surge 78%
EDAP TMS SA announced Q1 2026 revenue of $17.8 million, up 25% year‑over‑year, powered by a 78% surge in its Focal One robotic HIFU system sales. The French‑based medical‑robotics firm guided core HIFU revenue of $50‑$54 million for the full year, underscoring...
Rocket Lab Reports Growing Demand for Commercial Space Products. Stock Surges 34%
Rocket Lab posted $63.7 million in launch revenue and $136.7 million from its space‑systems segment for the first quarter of 2026, totaling $200.4 million and surpassing Wall Street forecasts. The company’s backlog more than doubled to $2.2 billion and it announced the acquisition of...
Warby Parker Shares Surge 28% on Strong Q1 Sales and Pricing Gains
Warby Parker’s stock jumped 28% after the eyewear retailer reported first‑quarter revenue of $242.4 million, an 8.3% year‑over‑year increase. The growth stemmed from higher retail pricing, a 14‑store net expansion and a surge in eye‑exam services, while the company reaffirmed its...
Texas Roadhouse Eyes Nationwide Tablet Rollout to Speed Service
Texas Roadhouse CEO Jerry Morgan announced that handheld tablets used in a pilot program may be deployed chain‑wide, aiming to accelerate order entry and improve accuracy. The move is part of a broader digital upgrade that includes kitchen display systems...
Senseonics Posts $11.7M Q1 Revenue, Lifts 2026 Guidance After $92M Equity Raise
Senseonics announced Q1 2026 revenue of $11.7 million, an 85% year‑over‑year increase, and disclosed a $92 million public equity offering alongside a $20 million draw on its debt facility. The company raised its full‑year revenue guidance to $60‑64 million and outlined margin and...
Tomi (TOMZ) Reports Q4 2025 Revenue Drop to $5.6M, Eyes $12M 2026 Target
Tomi Environmental Solutions (TOMZ) released its Q4 2025 earnings transcript, revealing revenue of $5.6 million—a 27% year‑over‑year decline—and a net loss of $3.7 million. Management highlighted a stronger gross margin, a shrinking cash balance, and a $12 million revenue target for 2026, while...
Robinhood Shares Slip 32% YTD as Analysts Weigh Bottom Prospects
Robinhood Markets' shares have dropped more than 32% in 2026, prompting analysts to argue over whether the stock has hit bottom. The decline follows a sharp fall in cryptocurrency revenue and a surge in prediction‑market activity that the firm hopes...
Maravai Biosciences Posts 41% Revenue Jump to $65.8M in Q1 2026
Maravai Biosciences reported first‑quarter revenue of $65.8 million, a 41% year‑over‑year increase, and posted its first positive free cash flow since 2024. CFO Rajesh Asarpota highlighted cost‑discipline measures and a $50 million debt repayment that underpinned the earnings beat and an upgraded...
Wolfspeed Shares Jump After Q3 Earnings Amid Bankruptcy Fears
Wolfspeed's fiscal third‑quarter earnings lifted its shares 3.2% after the report, but a 19% revenue drop to $150.2 million and a gross margin of –27% have reignited concerns about the company's solvency. The chipmaker emerged from bankruptcy last fall, yet cash...
Klaviyo Shares Tumble 32% After Earnings; Glynn Capital Exits Position
Klaviyo Inc. saw its shares plunge 32% on May 5 after reporting a 28% revenue jump and raised guidance, while Glynn Capital Management disclosed it had sold its entire 456,805‑share holding for roughly $9.8 million earlier in the quarter. The twin...
Tripadvisor Q1 2026 Revenue Falls 4% as Geopolitical Turmoil Hits Hotel Bookings
Tripadvisor reported consolidated revenue of $382 million for Q1 2026, a 4% decline driven by macro‑related disruptions in its Hotels & Other segment. The company flagged a 20% revenue drop in that segment and outlined AI partnerships and cost cuts as...
Gen Digital Posts $5 Billion Q4 Revenue, Up 27% YoY
Gen Digital announced Q4 2026 revenue of $5 billion, a 27% year‑over‑year increase, driven by record bookings and higher cross‑sell penetration. The results featured a 51% operating margin, $1.5 billion free cash flow and a dividend launch, positioning the firm for continued...
Hibbett to Shut Nearly 200 Stores as JD Sports Trims U.S. Footwear Footprint
Footwear retailer Hibbett, owned by JD Sports, announced plans to close roughly 175 stores in the United States by the end of 2027. The move is part of JD Sports' broader effort to streamline its North American estate as online...
Open Text Beats Q3 Estimates on Record Cloud Revenue, Raises FY Guidance
Open Text Corp. posted Q3 2026 revenue of $1.28 billion, beating analysts' forecasts, driven by a record $493 million cloud revenue. The company also lifted its full‑year guidance for cloud growth and enterprise bookings, underscoring robust demand for its information‑management suite among...
RadNet Inc (RDNT) Q1 2026 Earnings Call Transcript
RadNet reported record Q1 2026 revenue of $547.7 million, up 14.8% year‑over‑year, and adjusted EBITDA of $87.7 million, a 16.9% increase. Digital Health revenue surged 48.2% to $27.9 million, driving ARR to $75.4 million with guidance to reach $140 million...
McDonald's Targets 50,000 Outlets by 2027 as Q1 Sales Surge but U.S. Margins Falter
McDonald's CEO Chris Kempczinski reaffirmed the goal of 50,000 restaurants by the end of 2027, citing first‑quarter systemwide sales that rose 11% to over $34 billion. At the same earnings call, CFO Ian Borden warned that U.S. company‑operated margins were “not...
Starz Posts $211M OTT Revenue, Boosts Margin Outlook Amid Pricing Push
Starz announced OTT revenue of $211 million for Q1 2026, a sequential rise from $210 million, as pricing discipline and a $11.99 price increase lifted ARPU. The company also cut content spend, exited its Pay‑Two deal and reaffirmed guidance for continued margin expansion.
Varex Imaging Posts 1% Revenue Rise, Medical Segment Drives Q2 Growth
Varex Imaging Corp. posted $216 million in Q2 2026 revenue, a 1% year‑over‑year increase, with the medical imaging business contributing $156 million (72% of total). The modest top‑line gain came as non‑GAAP gross margin fell 240 basis points, reflecting higher component costs...
Kodak Puts CMO Denise Goldbard Front‑Center in Q1 Earnings, Touts Brand Revitalization
Eastman Kodak highlighted Chief Marketing Officer Denise Goldbard during its Q1 2026 earnings call, tying a 7% revenue increase to a refreshed brand narrative and new product rollouts. The company posted $265 million in revenue and a 24% jump in gross...
Domino's CEO Blames DPE Franchise for International Sales Decline, Cuts Guidance
Domino's CEO Russell Weiner warned that Domino's Pizza Enterprises (DPE), the company's largest international franchisee, caused a 0.4% drop in Q1 international same‑store sales, leading the firm to lower its full‑year international growth outlook to low single‑digit. The warning underscores...
Guardant Health Q1 Revenue Surges 48% YoY to $302M, Fastest Growth in Five Years
Guardant Health posted Q1 2026 revenue of $302 million, a 48% year‑over‑year increase and the strongest growth rate in five years. The biotech’s oncology and screening divisions drove the surge, prompting the company to lift its full‑year revenue outlook to $1.30‑$1.32 billion.
Enbridge Q1 Earnings Slip but FY26 Outlook Remains Intact
Enbridge Inc. posted first‑quarter earnings of C$1.67 billion ($1.24 billion), a drop from C$2.26 billion a year earlier, as non‑cash derivative adjustments weighed on results. The company reaffirmed its FY26 adjusted EBITDA guidance of C$20.2‑20.8 billion and declared a C$0.97 per‑share dividend.
MercadoLibre Q1 Revenue Jumps 49% as Credit Portfolio Swells to $14.6B
MercadoLibre reported a 49% year‑over‑year increase in net revenue for Q1 2026, driven by double‑digit GMV growth across Brazil, Mexico, Argentina and Chile. The fintech arm’s credit portfolio nearly doubled to $14.6 billion, but operating margin fell to 6.9% as the...
RingCentral Posts Q1 Revenue Surge as RingCX Platform Grows 70% YoY on AI Subscriptions
RingCentral announced a surge in first‑quarter revenue and a 70% year‑over‑year increase in RingCX platform customers, driven by expanding AI‑powered subscription services. The company highlighted its ability to blend AI and human interactions at scale as a competitive moat.
Datadog CEO's Two‑Word Warning Highlights AI‑Driven Race in Enterprise Monitoring
Datadog chief executive Olivier Pomel warned enterprises they "can't afford to be late" in the AI monitoring race, a message that coincided with a 30% share surge and first‑quarter revenue of $1.006 billion, up 32% year over year. The company also...
Block Posts Record Q1 2026 Profit as CFO Ahuja Highlights Cash Flow Strength
Block reported a 27% jump in gross profit to $2.91 billion and a 56% rise in adjusted operating income to $728 million in Q1 2026. CFO Amrita Ahuja said the company’s cash position and disciplined spending underpin the earnings beat and set the...
BILL to Cut 30% of Workforce to Accelerate AI Strategy
BILL announced it will reduce its headcount by 30% before the end of the current quarter, making artificial intelligence its top priority. CEO René Lacerte said the move follows rapid adoption of AI agents that have automated over a million...
Omada Health Posts 42% Revenue Jump as GLP‑1 Care Track Fuels Employer Wellness Growth
Omada Health announced Q1 2026 revenue of $78 million, a 42% rise year‑over‑year, as its GLP‑1 Care Track and expanded pharmacy‑benefit‑manager partnerships boost member enrollment. The company lifted full‑year revenue guidance to $322‑$330 million and reported its first positive adjusted EBITDA.
Teads Posts 7% YoY Revenue Dip as Video‑ad Market Tightens
Teads announced Q1 2026 revenue of €266 million, a 7% year‑over‑year drop, as the programmatic video marketplace feels pressure. The company offset the decline with 5% growth in gross profit, a 50% surge in CTV revenue, and a 20% cut in...
ESPN's Tiny Revenue Gains Mask Massive Rights Costs
⬆️ On the top-line: #ESPN paid significant equity (10% @ $30 billion valuation) to squeak out minimal top-line revenue growth in its first consolidated quarterly earnings reports (Q2/FY2026): reporting $4.6 billion I n revenue for its sports division, solely crediting...
WillScot Beats Q1 2026 Revenue Forecast as Leasing Slows, Delivery Surges
WillScot Holdings reported first‑quarter 2026 revenue of $549 million, exceeding its internal outlook despite a slight year‑over‑year dip in leasing activity. The beat was powered by a 12% rise in delivery and installation revenue and strong enterprise account growth, while adjusted...