CBRS Q2 2026 Earnings Analysis: Cloud Revenue Nearly Quadruples, but Valuation Still Demands Perfect Execution
Cerebras Q2 2026 core revenue jumped 103% as cloud services nearly quadrupled, but GAAP revenue, margin timing,…
MBLY Q2 2026 Earnings Analysis: A Real Beat, a Softer Q3, and a Robotaxi Pivot
Mobileye beat Q2 2026 revenue and adjusted EPS expectations, but softer Q3 guidance, a CEO transition and…
ENVX Q2 2026 Earnings Analysis: Revenue Beat, Margin Pressure, and the Real Smartphone Catalyst
Enovix beat Q2 2026 revenue and adjusted EPS expectations, but softer Q3 revenue guidance, eyewear margin drag…
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…