BE Q2 2026 Earnings Analysis: The $1 Billion Quarter Changes the Margin Debate
Bloom Energy’s Q2 2026 revenue reached $1.065B, with product sales up 215.4% and non-GAAP operating margin at…
HOOD Q2 2026 Earnings Analysis: Record Revenue, Better Mix, and a Valuation Test
Robinhood Q2 2026 revenue hit a record $1.31 billion as prediction markets, options and equities offset weaker…
ONTO Q2 2026 Earnings Analysis: Record Revenue, Margin Expansion and a $1.1B Backlog
Onto Innovation's Q2 2026 beat was more than an EPS surprise: advanced packaging, 27% legacy-business growth,…
CRWV Q2 2026 Earnings Analysis: Margin Inflection, $104B Backlog and a Bigger Capex Bet
CoreWeave’s Q2 2026 revenue beat estimates as adjusted operating margin inflected higher, backlog topped $104B,…
OKLO Q2 2026 Earnings Analysis: First Revenue, Groves De-Risking and the Execution Premium
Oklo’s Q2 2026 delivered its first $1.21M of revenue, a wider GAAP loss and higher 2026 cash-spend guidance.…
AAOI Q2 2026 Earnings Analysis: 800G Ramp Accelerates, but Profit Quality Is the Real Test
AAOI Q2 2026 earnings delivered 86% revenue growth and a sharp 800G ramp, but operating losses, dilution, supply…
[WBD, Q2 2026 Earnings Analysis] Streaming Scales as Studios Stumble
WBD Q2 2026 earnings reveal a sharp split: HBO Max is scaling profitably, Studios weakened materially, and…
TWLO Q2 2026 Earnings Analysis: Organic Growth Reaccelerates as AI Voice Scales
Twilio’s Q2 2026 results beat revenue and EPS expectations as organic growth reached 17%, Voice AI accelerated,…
TEAM Q4 2026 Earnings Analysis: Cloud Acceleration Resets the Valuation Bar
Atlassian’s Q4 FY2026 beat was broader than the headline: cloud accelerated, margins broke higher and enterprise…
CEG Q2 2026 Earnings Analysis: Beat, Raise and the Calpine Mix Shift
Constellation Energy beat Q2 2026 adjusted EPS expectations and raised guidance, but the deeper story is Calpine…
ABNB Q2 2026 Earnings Analysis: Booking Growth Reaccelerates as Airbnb Raises Guidance
Airbnb’s Q2 2026 earnings beat expectations as bookings accelerated, profitability improved and guidance rose.…
DDOG Q2 2026 Earnings Analysis: Strong Beat, AI Concentration Resets the Bar
Datadog Q2 2026 beat revenue and EPS expectations, but lower usage from its largest customer shifted attention…