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.
CDW Corporation (NASDAQ:CDW) Q1 2026 Earnings Call Transcript
CDW Corp reported first‑quarter 2026 earnings in line with expectations, posting EPS of $2.28 and a 9% year‑over‑year increase in net sales. Non‑GAAP net income per diluted share rose 6% while adjusted free cash flow reached $251 million. Revenue growth was led by a 10% jump in the Commercial segment and an 18% surge in its U.K.‑Canada operations, with hardware sales up 10% and software up 11%. The company highlighted its AI‑first strategy, including the CDW Assist Super Agent and a new GPU‑as‑a‑service partnership with Boost Run.
Uber Posts 21% YoY Booking Surge and Returns $3 B to Shareholders in Q1 2026
Uber Technologies reported a 21% year‑on‑year increase in gross bookings and a 44% rise in non‑GAAP earnings per share for Q1 2026. The company also returned a record $3 billion to shareholders through stock buybacks while expanding Uber One to over...
DoorDash Grocery Push Sparks 37% Marketplace Sales Surge
DoorDash said its first‑quarter marketplace gross order value hit $31.6 billion, a 37% year‑over‑year rise, as grocery delivery became the engine of growth. The company credited a surge in new grocery shoppers, record DashPass sign‑ups and AI‑driven operations for the jump.
IonQ Posts Record Q1 2026 Revenue of $64.7 Million, 755% YoY Growth
IonQ announced Q1 2026 revenue of $64.7 million, a 755% increase from a year earlier and 30% above the midpoint of its guidance range. The company raised its full‑year revenue target to $270 million, citing strong demand for its 256‑qubit system and...
WBD Talks Up Global Ambitions and Streaming Bundles Following HBO Max’s International Rollout
Warner Bros. Discovery used its Q1 earnings call to outline a global push for HBO Max, emphasizing bundled packages with local partners as it prepares for a merger with Paramount‑Skydance. CEO David Zaslav highlighted that bundling with Disney+/Hulu, RTL+ in...
Coty Is Pivoting CoverGirl to Gen X Market Amid 1% Decline in Net Revenue
Coty reported a 1% dip in Q3 FY2026 net revenue to $1.28 billion, with Consumer Beauty sales falling 4% to $450.7 million. Executive chairman Markus Strobel announced a strategic shift to reposition CoverGirl as a Gen X‑focused brand, leveraging core lines like Simply Ageless and...
DoorDash Beats Earnings, Stock Soars Amid Revenue Miss
$DASH: +33% revenue growth, +37% GOV growth, and the stock jumped despite a revenue miss DoorDash delivered another strong quarter. Revenue was $4.04B, up 33% YoY, but below the $4.15B estimate. EPS came in at $0.42 vs. $0.37 expected. Marketplace GOV reached $31.6B,...
Arista Networks Beats Q1 Forecast, Projects $11.5B Revenue on AI Surge
Arista Networks reported first‑quarter 2026 revenue of $2.71 billion, a 35.1% year‑over‑year increase that topped its $2.6 billion guidance. The company now expects full‑year revenue of $11.5 billion, driven by AI‑related sales, while warning that wafer and chip shortages could pressure margins.
Voyager Technologies Signals Optimism for Starlab as NASA Reviews Space‑Station Policy
Voyager Technologies told investors it remains "very, very optimistic" about the Starlab commercial space‑station project despite NASA’s pending decision on its Commercial Low‑Earth‑Orbit Destinations program. The company highlighted 130% of commercial demand already booked and a $24 million NASA Space Act...
CoreWeave Inc (CRWV) Q1 2026 Earnings Call Transcript
CoreWeave reported $5.1 billion revenue for 2025, a 168% year‑over‑year increase, and expanded its contracted backlog to $66.8 billion. The company added 260 MW of active power in Q4, reaching 850 MW across 43 data centers, and announced a 2026 capital‑expenditure plan of $30‑35 billion...
Gray Media Inc (GTN) Q1 2026 Earnings Call Transcript
Gray Media reported 2025 revenue of $792 million, topping the high end of its guidance, while operating expenses of $618 million came in below the low end. The company posted a $23 million net loss but delivered adjusted EBITDA of...
Gevo Inc (GEVO) Q1 2026 Earnings Call Transcript
Gevo reported Q1 2026 revenue of $43 million, up from $29 million a year earlier, and posted a non‑GAAP adjusted EBITDA of $9 million, a turnaround from a $15 million loss. The company sold 57% of its carbon attributes and...
Ironwood Pharmaceuticals Inc (IRWD) Q1 2026 Earnings Call Transcript
Ironwood Pharmaceuticals reported 2025 LINZESS U.S. net sales of $865 million, matching guidance despite a 6% price erosion tied to Medicare Part D changes. Prescription demand grew 11% for the second year, maintaining a 45% market share in the IBS‑C and chronic...
D Market Elektronik Hizmetler Ve Ticaret AS (HEPS) Q1 2026 Earnings Call Transcript
Hepsiburada reported an 84% year‑on‑year increase in Q1 2022 GMV to 8.3 billion Turkish lira, driven by 63% order growth and a 27% rise in active customers to 12 million. Revenue surged 82% to TRY 1.2 billion, helped by a 92% jump in 1P...
Leggett & Platt Inc (LEG) Q1 2026 Earnings Call Transcript
Leggett & Platt reported fourth‑quarter sales of $939 million, an 11% decline, and full‑year revenue of $4.05 billion, down 7%. The 2025 restructuring plan exceeded expectations, delivering a $70 million EBIT run‑rate benefit at lower cost and reducing net debt by $376 million, bringing...
Red Cat Holdings Inc (RCAT) Q1 2026 Earnings Call Transcript
Red Cat Holdings reported a record $26.2 million revenue for the quarter, a $25 million year‑over‑year increase, and lifted full‑year revenue to $40.7 million. The company dramatically expanded its cash balance to $167.9 million and scaled production to 50 Black...
Middleby Corp (MIDD) Q1 2026 Earnings Call Transcript
Middleby Corp completed the sale of a 51% stake in its Residential Kitchen segment, generating roughly $565 million in cash and retaining a 49% interest. The company used proceeds and existing cash to repurchase 6.6 million shares for about $960 million, cutting the...
Playtika Holding Corp (PLTK) Q1 2026 Earnings Call Transcript
Playtika reported Q1 2026 revenue of $678 million, a modest 0.6% sequential increase and 4.4% year‑over‑year growth, driven by a surge in direct‑to‑consumer (D2C) sales. D2C contributed $250 million, up 19.5% sequentially and 43.2% YoY, now representing 36.8% of total revenue, while...
Howard Hughes Holdings Inc (HHH) Q1 2026 Earnings Call Transcript
Howard Hughes Holdings reported a record $476 million MPC earnings before taxes, driven by the sale of 621 residential acres at $890,000 per acre, and an 8% rise in operating asset NOI to $276 million. The company forecast 2026 adjusted...
Lantheus Holdings Inc (LNTH) Q1 2026 Earnings Call Transcript
Lantheus Holdings reported Q1 2026 revenue of $377.3 million, a 1.2% year‑over‑year increase and 8.6% when excluding divested SPEC revenue. Oncology sales from PYLARIFY fell 6.5% despite a 5.8% volume rise, while cardiology product DEFINITY grew 6.8% and retained over 80%...
Planet Fitness Inc (PLNT) Q1 2026 Earnings Call Transcript
Planet Fitness reported Q1 2026 net new membership of over 700,000, falling short of internal targets despite a 3.5% same‑club sales increase driven largely by rate growth. Adjusted EBITDA rose 20% to $140 million, though margin slipped to 41.5%, while total...
W&T Offshore Inc (WTI) Q1 2026 Earnings Call Transcript
W&T Offshore reported a 13% year‑over‑year increase in production, climbing from 30,500 to 36,200 barrels of oil equivalent per day in 2025, and guided to roughly 35,000 boepd in 2026 without new drilling. Capital expenditures were disciplined at $55 million, focused...
WhiteHorse Finance Inc (WHF) Q1 2026 Earnings Call Transcript
WhiteHorse Finance reported Q1 2026 net investment income of $6.6 million, up 8% from the prior quarter, and NAV per share rose 2.4% to $11.68. The board expanded its share‑repurchase program by $7.5 million, leaving $15 million of authorization available, and the adviser...
Guardant Health Inc (GH) Q1 2026 Earnings Call Transcript
Guardant Health reported Q1 2026 revenue of $302 million, a 48% year‑over‑year increase and the fastest annual growth in five years. Oncology revenue rose 36% to $205 million, driven by 86,000 tests—a 47% volume jump—while its Shield screening test generated $42 million from...
Payoneer Global Inc (PAYO) Q1 2026 Earnings Call Transcript
Payoneer reported Q1 2026 revenue of $262 million, a 6% year‑over‑year increase, with revenue ex‑interest climbing 11% and total transaction volume surpassing $22 billion. B2B volume surged 44% YoY, while checkout volume jumped 53% following the completion of its Stripe migration. Adjusted...
Unity Software Inc (U) Q1 2026 Earnings Call Transcript
Unity Software reported a 35% year‑over‑year revenue increase in Q1 2026, propelled by an 80% surge in Vector AI revenue and strong growth in both Grow and Create segments. Adjusted EBITDA rose 65% to $138 million, delivering a 27% margin—the best...
ESAB Corp (ESAB) Q1 2026 Earnings Call Transcript
ESAB Corp reported record Q1 2026 results, with total core sales of $715 million, a 10% year‑over‑year increase, and adjusted EBITDA of $136 million, up 6% and delivering a 19% margin. The company highlighted strong performance from recent acquisitions, notably EWM and...
Grove Collaborative Holdings Inc (GROV) Q1 2026 Earnings Call Transcript
Grove Collaborative reported Q1 2026 revenue of $42.4 million, a 14.3% YoY decline, driven by fewer orders after an e‑commerce platform migration and reduced advertising. The company posted its first positive adjusted EBITDA in six quarters at $1.6 million and...
Drilling Tools International Corp (DTI) Q1 2026 Earnings Call Transcript
Drilling Tools International reported Q1 2026 revenue of $38 million, driven primarily by $28.9 million in tool rental and $9 million in product sales, while posting a $1.5 million net loss. The company maintained strong tool rental gross margins above...
CareCloud Inc (CCLD) Q1 2026 Earnings Call Transcript
CareCloud reported Q1 2026 revenue of $31.3 million, a 13% year‑over‑year increase, while GAAP net income fell to $0.9 million due to higher amortization and Medsphere integration costs. The company completed a $50 million credit facility and fully redeemed its Series B...
Bob's Discount Furniture, Inc (BOBS) Q1 2026 Earnings Call Transcript
ServisFirst posted $83 million net income in Q1 2026, delivering diluted EPS of $1.52, a 33% year‑over‑year increase. Net interest margin expanded to 3.53%, up 61 basis points, supported by loan repricing and lower funding costs. Loan balances grew 7% annualized while...
Zoetis Inc (ZTS) Q1 2026 Earnings Call Transcript
Zoetis reported Q1 2026 revenue of $2.3 billion, up 3% on a reported basis but flat on an organic operational basis, with price gains offset by volume declines. The livestock and diagnostics segments delivered double‑digit growth, while companion animal revenues fell...
Liquidity Services Inc (LQDT) Q2 2026 Earnings Call Transcript
Liquidity Services reported Q1 2026 gross merchandise volume of $398 million, a 3% year‑over‑year increase, while GAAP revenue slipped 1% to $121.2 million due to a shift toward consignment sales. Profitability rose sharply, with GAAP net income up 29% and...
Warby Parker Inc (WRBY) Q1 2026 Earnings Call Transcript
Warby Parker reported Q1 2026 revenue of $242.4 million, an 8.3% year‑over‑year increase, and adjusted EBITDA of $29.6 million at a 12.2% margin, slightly below prior year. Retail sales rose 13.6% while e‑commerce fell 4.1% after ending the Home Try‑On...
Vital Farms Inc (VITL) Q1 2026 Earnings Call Transcript
Vital Farms reported a record Q1 2026 revenue of $198.9 million, up 37.2% year‑over‑year, driven by strong volume growth and favorable price mix. Gross margin expanded to 37.7%, surpassing its 35% long‑term target, while adjusted EBITDA surged 81.3% to $27.4 million, representing...
Quest Resource Holding Corp (QRHC) Q1 2026 Earnings Call Transcript
Quest Resource Holding Corp reported Q1 2026 revenue of $58.9 million, a 16% year‑over‑year decline and a 7% sequential drop, driven by soft industrial demand and the recent divestiture of its mall‑related business. Gross profit fell 15% YoY to $9.1 million, compressing...
PAR Technology Corp (PAR) Q1 2026 Earnings Call Transcript
PAR Technology reported Q1 2026 revenue of $124 million, up 19% year‑over‑year, driven by strong subscription and hardware sales. Annual recurring revenue rose 16% to $330 million, with organic ARR growth of 11%. Adjusted EBITDA improved to $8.9 million, nearly doubling the prior...
PennantPark Floating Rate Capital Ltd (PFLT) Q2 2026 Earnings Call Transcript
PennantPark Floating Rate Capital reported core net investment income of $0.27 per share for Q2 2026, with GAAP net investment income of $0.26 per share and NAV essentially flat at $10.47. The firm reduced its debt‑to‑equity ratio to 1.5x and...
Scholar Rock Holding Corp (SRRK) Q1 2026 Earnings Call Transcript
Scholar Rock Holding Corp reported $368 million in cash and secured a $550 million debt facility, providing ample liquidity for 2026 initiatives. The FDA completed a reinspection of the Catalent Indiana site with no further requests, clearing the path for an imminent...
Caris Life Sciences Inc (CAI) Q1 2026 Earnings Call Transcript
Caris Life Sciences reported Q1 2026 revenue of $216 million, up 79% year‑over‑year, propelled by an 85% surge in molecular profiling revenue. Gross margin improved to 65% on a GAAP basis, reflecting a 61% rise in clinical average selling price and...
Kenvue Inc (KVUE) Q1 2026 Earnings Call Transcript
Kenvue reported a solid start to 2024, posting 1.9% organic revenue growth and a 290‑basis‑point rise in adjusted gross margin. Self‑Care sales climbed 4.2% and Essential Health grew 4.9%, while Skin Health and Beauty declined 4.5% on a 6.9% volume...
Vericel Corp (VCEL) Q1 2026 Earnings Call Transcript
Vericel Corp reported record Q1 2026 results, posting $68.4 million total revenue—a 30% year‑over‑year increase that topped guidance—driven by strong MAC I ($56.4 million, +22%) and Burn Care ($12 million, >90% growth). Gross margin rose to 72% and adjusted EBITDA surged 195% to $9.6 million,...
Saga Communications Inc (SGA) Q1 2026 Earnings Call Transcript
Comcast reported first‑quarter revenue up 11%, buoyed by NBCUniversal’s Olympic and Super Bowl broadcasts, while adjusted EBITDA slipped 9% due to the first‑year impact of a new NBA contract and broadband investment costs. The company generated $3.9 billion in free cash...
Vaxart Inc (VXRT) Q1 2026 Earnings Call Transcript
Novavax reported Q1 2026 revenue of $140 million, a 79% YoY decline driven by a prior‑year non‑cash sales event. Supply sales rose 139% to $33 million, while licensing royalties and other revenue jumped 116% to $97 million. The company ended...
Organogenesis Holdings Inc (ORGO) Q1 2026 Earnings Call Transcript
Organogenesis Holdings reported a 58% drop in Q1 net product revenue to $36.3 million, driven primarily by a 63% plunge in advanced wound‑care sales after CMS reimbursement policy changes created clinician confusion. The company recorded a GAAP operating loss of...
ACI Worldwide Inc (ACIW) Q1 2026 Earnings Call Transcript
ACI Worldwide reported Q1 2021 revenue of $285 million, a 2% year‑over‑year decline but above its guidance range. Adjusted EBITDA rose 19% to $45 million, delivering a 23% margin, while recurring revenue increased 1% to $246 million. The company highlighted strong merchant segment...
Century Aluminum Co (CENX) Q1 2026 Earnings Call Transcript
Century Aluminum reported Q1 2026 net sales of $649 million and adjusted EBITDA of $231 million, both up sequentially thanks to higher LME prices and regional premiums. The Mt. Holly expansion is on schedule, set to increase U.S. capacity by roughly 10 percent,...
Oncology Institute Inc (TOI) Q1 2026 Earnings Call Transcript
Oncology Institute Inc (TOI) reported 2025 revenue of $502.7 million, a 27.8% year‑over‑year increase, and delivered its first adjusted‑EBITDA‑positive quarter with $147,000 in Q4 profit. The company’s capitation business expanded 17.2% to $80.5 million, adding 260,000 patient lives through new...
Expensify Inc (EXFY) Q1 2026 Earnings Call Transcript
Expensify Inc. reported Q1 2026 revenue of $34 million, a 6% year‑over‑year decline, while interchange revenue rose 10% to $5.5 million. GAAP net loss was $2.3 million, but non‑GAAP earnings reached $3.6 million and adjusted EBITDA hit $6.2 million. Free cash flow stood at $2.5 million...
Lamar Advertising Co (LAMR) Q1 2026 Earnings Call Transcript
Lamar Advertising reported acquisition‑adjusted revenue growth of more than 4% in Q1 2026, driven by a near‑6% surge in December and a full‑year increase to $2.27 billion. Adjusted EBITDA rose 3.7% to $288.9 million, expanding the margin to a record‑high 48.5%, while...