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UNBELIEVABLE: 24 - Caught on Camera

Hollywood Bowl Group H1 Earnings Call Highlights

Hollywood Bowl Group (LON:BOWL) reported record first-half revenue and earnings, with management saying demand for “high quality family leisure experiences” remained resilient despite a challenging consumer and cost environment. Chief Executive Stephen Burns said the group delivered revenue of £141

Alpha Tau Medical Sets Up Catalyst-Rich 2026 as Key Cancer Trial Data Nears

Alpha Tau Medical (NASDAQ:DRTS) outlined a series of clinical and regulatory updates during the Lytham Partners Spring 2026 Investor Conference, with Raphi Levy of Alpha Tau telling investors the company’s most important trials are “coming to a head” over the coming months. Levy said the company is

Flight Path to Profits: American Airlines Bets on SpaceX

Flight Path to Profits: American Airlines Bets on SpaceX

American Airlines is integrating high-speed Starlink satellite internet across its narrowbody fleet to capture the lucrative corporate travel market segment.

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Wall Street Is Starting to Talk About Tesla's Endgame

The Tesla-SpaceX merger thesis is more grounded than it sounds, and if it materialises, could be the most consequential corporate merger in history.

Meta's Manus Mess: Why China Blocked the Deal and What It Means

The Chinese government just threw a wrench in Meta's AI strategy, blocking its purchase of the startup Manus. See why and what it means for Meta's future.

China Deal Ignites Boeing's Financial Afterburners

Boeing's recent FAA production clearance and a massive new order from China are signaling a major financial turnaround for the aerospace giant.

Datadog CEO Says AI Demand Is Fueling Broad-Based Growth Beyond AI Natives

Datadog (NASDAQ:DDOG) co-founder and CEO Olivier said the company has seen business acceleration over the past several quarters, with growth coming from a broad set of customers rather than a single account or segment. Speaking at a Bernstein event with Senior Analyst Peter Weed, Olivier said the c

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Core Scientific Targets AI Data Center Deals as Build Costs Climb

Core Scientific (NASDAQ:CORZ) is focused on expanding five new data center sites under development, diversifying its customer base and positioning itself to win long-term artificial intelligence infrastructure contracts, CEO Adam Sullivan said at the 54th Annual TD Cowen TMT Conference. In a conver

AvePoint Conference: AI Governance Push Fuels AgentPulse Pipeline

AvePoint (NASDAQ:AVPT) executives said the company is broadening its position from its Microsoft roots into a wider data management, governance and AI security platform, with artificial intelligence driving new customer conversations and pipeline growth. Speaking at a Jefferies event hosted by anal

NetApp Q4 Earnings Call Highlights

NetApp (NASDAQ:NTAP) reported record fourth-quarter and fiscal 2026 results, with executives citing strong demand for artificial intelligence infrastructure, public cloud services, all-flash storage and its Keystone storage-as-a-service offering. Chief Executive Officer George Kurian called fiscal

Viasat Q4 Earnings Call Highlights

Viasat (NASDAQ:VSAT) reported record backlog, modest revenue growth and positive free cash flow for fiscal 2026, while executives said the satellite communications company is positioning for growth from new satellite capacity, defense technology programs and a planned shared space infrastructure ven

SentinelOne Q1 Earnings Call Highlights

SentinelOne (NYSE:S) reported a stronger start to fiscal 2027, with management pointing to accelerating annual recurring revenue growth, improving profitability and rising demand for AI-related cybersecurity products. Chief Executive Officer Tomer Weingarten said the company delivered “strong reven

AerSale Says Aging Fleets, Engine Shortages Keep Aviation Aftermarket Demand Strong

AerSale (NASDAQ:ASLE) Chief Financial Officer Martin Garmendia said the aviation aftermarket remains supported by aging fleets, strong passenger demand and supply chain constraints that are extending the service lives of existing aircraft. Speaking at Jefferies’ second annual MRO Summit, Garmendia

UiPath Q1 Earnings Call Highlights

UiPath (NYSE:PATH) reported a stronger-than-expected start to fiscal 2027, with management highlighting growth in annual recurring revenue, revenue and profitability, as well as increasing customer adoption of its artificial intelligence and process orchestration products. Founder and Chief Executi

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Park Aerospace Q4 Earnings Call Highlights

Park Aerospace (NYSE:PKE) reported fourth-quarter sales of $24.187 million as Chairman and Chief Executive Officer Brian Shore said the company is seeing accelerating demand tied to both commercial aircraft engines and missile systems. On the company’s fiscal 2026 fourth-quarter investor call, Shor

Costco Wholesale Q3 Earnings Call Highlights

Costco Wholesale (NASDAQ:COST) reported higher fiscal third-quarter earnings and sales as strong gasoline demand, continued membership growth and gains in digital sales supported results, executives said on the company’s earnings call. Gary Millerchip, Costco’s executive vice president and chief fi

Okta Q1 Earnings Call Highlights

Okta (NASDAQ:OKTA) executives said the identity security company began fiscal 2027 with strong first-quarter momentum, citing large enterprise demand, partner engagement and contributions from newer products, while emphasizing artificial intelligence agents as a major emerging opportunity for the bu

Elastic Q4 Earnings Call Highlights

Elastic (NYSE:ESTC) reported stronger-than-expected fourth-quarter fiscal 2026 results, with executives pointing to accelerating customer commitments, rising artificial intelligence-related adoption and larger multi-year deals as key drivers of momentum heading into fiscal 2027. Chief Executive Off

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Autodesk Q1 Earnings Call Highlights

Autodesk (NASDAQ:ADSK) reported first-quarter fiscal 2027 results above the high end of its guidance ranges and raised portions of its full-year outlook, while announcing a definitive agreement to acquire MaintainX, a maintenance and asset operations software company. President and CEO Andrew Anagn

GAP Q1 Earnings Call Highlights

GAP (NYSE:GAP) reported first-quarter fiscal 2026 results that management said reflected continued progress in its turnaround, with companywide comparable sales rising for the ninth consecutive quarter, even as performance varied sharply across its portfolio of brands. Chief Executive Officer Richa

MongoDB Q1 Earnings Call Highlights

MongoDB (NASDAQ:MDB) reported stronger-than-expected first-quarter fiscal 2027 results, with management pointing to continued momentum in its Atlas cloud database business, durable demand for Enterprise Advanced and early signs of growth tied to artificial intelligence workloads. President and Chie

Appian Says Customers Are Paying Up for AI, But Keeping Guardrails Tight

Appian (NASDAQ:APPN) Chief Financial Officer Serge Tanjga said the company is seeing growing customer adoption of artificial intelligence features, while emphasizing that enterprises are taking a cautious approach to deploying AI in mission-critical workflows. Speaking at a TD Cowen software confer

PagerDuty Q1 Earnings Call Highlights

PagerDuty (NYSE:PD) reported fiscal first-quarter results that exceeded its revenue and non-GAAP operating margin guidance, while the company highlighted early traction from its shift toward usage-based pricing and announced a leadership transition. Jennifer, who has served as CEO for 10 years, sai

NGL Energy Partners Q4 Earnings Call Highlights

NGL Energy Partners (NYSE:NGL) reported a strong finish to fiscal 2026, with management highlighting record performance in its Water Solutions segment and continued progress toward simplifying the partnership’s business mix and capital structure. Chief Financial Officer Brad Cooper said adjusted EB

Dell Technologies Q1 Earnings Call Highlights

Dell Technologies (NYSE:DELL) reported what executives described as a record fiscal 2027 first quarter, driven by surging demand for AI servers, traditional servers, storage and commercial PCs, while warning that component supply remains the main constraint on further growth. Jeff Clarke said reven

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