CRWD Q2 2027 Earnings Analysis: Record ARR Acceleration Makes AI Security the New Core Growth Engine
CrowdStrike Q2 FY2027 delivered record net new ARR, stronger margins and raised guidance as Falcon Flex and AI…
NVDA Q2 2027 Earnings Analysis: 70% FY2028 Growth Resets the AI Debate
NVIDIA's Q2 FY2027 revenue surged 106% to $96.2B, while a rare 70% FY2028 growth outlook, Rubin ramp and…
POET Q2 2026 Earnings Analysis: 112% Growth Meets the Production Test
POET Technologies Q2 2026 revenue rose 112% year over year and cash reached $796.3 million, but the investment…
FN Q4 2026 Earnings Analysis: DCI Breakout, 45% Growth, and Why the Stock Fell
Fabrinet's Q4 FY2026 revenue surged 45% as data-center and DCI demand accelerated, but the post-earnings selloff…
LUNR Q2 2026 Earnings Analysis: Record Backlog Reframes a Messy Profit Miss
Intuitive Machines’ Q2 2026 revenue quadrupled, but EPS and EBITDA missed. Record backlog, satellite mix, cash…
COHR Q4 2026 Earnings Analysis: AI Optics Growth Accelerates, but Cash Conversion Lags
Coherent Q4 FY2026 revenue and EPS beat expectations as AI optics demand accelerated. We analyze margins,…
LITE Q4 2026 Earnings Analysis: AI Optics Growth Hits a New Gear
An institutional-grade review of Lumentum’s Q4 FY2026 results, earnings call, AI optics mix shift, 1.6T and OCS…
AMAT Q3 2026 Earnings Analysis: Record AI Growth, Higher Bar
Applied Materials posted record Q3 FY2026 revenue and EPS, lifted Q4 guidance, and raised AI-driven growth…
NBIS Q2 2026 Earnings Analysis: AI Cloud Margin Inflection, $40B Commitments and a 5GW Capacity Bet
NBIS Q2 2026 earnings delivered 454% revenue growth, a 41% adjusted EBITDA margin, stronger deal economics and a…
ONDS Q2 2026 Earnings Analysis: Record Revenue, $757M Backlog, and the Profitability Test Ahead
Ondas Q2 2026 revenue surged to $83.8M and guidance rose to $525M-$550M, but a $50.6M adjusted EBITDA loss and a…
NU Q2 2026 Earnings Analysis: The $1 Billion Profit Milestone Meets a Margin Breakout
Nu Holdings’ Q2 2026 results delivered $1.06 billion in net income, a 12.4% risk-adjusted NIM and stronger…
GDS Q2 2026 Earnings Analysis: AI Bookings Reset the Growth Curve
GDS Q2 2026 earnings reveal a split picture: margin pressure and an EBITDA miss, but record AI bookings, higher…