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FORGOTTEN HISTORY: 22 - The Untold Story

BRP (NASDAQ:DOOO) reported first-quarter fiscal 2027 results that exceeded management’s expectations, but the powersports manufacturer cut its full-year earnings outlook as it incorporated a sizable tariff headwind from changes to U.S. Section 232 duties. President and Chief Executive Officer Denis

MarketBeat

Photronics Q2 Earnings Call Highlights

Photronics (NASDAQ:PLAB) reported fiscal second-quarter 2026 revenue that was roughly flat from a year earlier, as strength in its display photomask business offset a decline in integrated circuit revenue tied to delayed semiconductor design releases. Chairman and Chief Executive Officer George Mac

MarketBeat

Xunlei Q1 Earnings Call Highlights

Xunlei (NASDAQ:XNET) reported a sharp increase in first-quarter 2026 revenue as growth in subscription services and overseas audio live streaming offset the effects of a recent restructuring that removed its cloud computing business from consolidated results. On the company’s earnings call, Investo

MarketBeat

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Loop Industries Q4 Earnings Call Highlights

Loop Industries (NASDAQ:LOOP) used its fourth-quarter and full-year fiscal 2026 corporate update call to highlight progress on its planned commercial recycling facilities in India and Europe, while outlining cost reductions, financing activity and expected sources of future revenue. President, CEO

MarketBeat

Li Auto Q1 Earnings Call Highlights

Li Auto (NASDAQ:LI) executives said the company returned to a sales growth trajectory in the first quarter of 2026, but the Chinese electric vehicle maker reported sharply lower margins and a net loss as product mix and its model refresh cycle weighed on profitability. Chairman and CEO Xiang Li sai

MarketBeat

Dollar Tree Q1 Earnings Call Highlights

Dollar Tree (NASDAQ:DLTR) reported stronger-than-expected first-quarter fiscal 2026 results, with executives pointing to improved merchandising, lower shrink and disciplined cost control as key drivers behind margin expansion and earnings growth. CEO Mike Creedon said the quarter “builds upon the s

MarketBeat

Alarum Technologies Q1 Earnings Call Highlights

Alarum Technologies (NASDAQ:ALAR) reported sharply higher first-quarter 2026 revenue and a modest increase in profitability, as management said demand from artificial intelligence and enterprise data workloads continued to drive usage of the company’s data infrastructure platform. Chief Executive O

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Arxis Q1 Earnings Call Highlights

Arxis (NASDAQ:ARXS) reported a strong first quarter in its first earnings call as a public company, with management pointing to broad-based growth across defense and space, commercial aerospace and industrial technology, as well as a strengthened balance sheet following its initial public offering.

MarketBeat

Icon Q4 Earnings Call Highlights

Icon (NASDAQ:ICLR) executives used the company’s latest earnings call to address the results of an accounting investigation, outline fourth-quarter and full-year 2025 performance, and provide guidance for 2026 amid what management described as near-term revenue and margin headwinds. Chief Executive

MarketBeat

Arbe Robotics Q1 Earnings Call Highlights

Arbe Robotics (NASDAQ:ARBE) reported first-quarter 2026 revenue of $0.5 million and said it is broadening its business from automotive radar chipsets into complete radar systems for automotive, defense, security, infrastructure and other perception-focused markets. On the company’s earnings call, n

MarketBeat

Canadian Imperial Bank of Commerce Q2 Earnings Call Highlights

Canadian Imperial Bank of Commerce (NYSE:CM) reported sharply higher second-quarter earnings, with management pointing to broad-based revenue growth, positive operating leverage and a strong capital position as key drivers of the bank’s performance. President and Chief Executive Officer Harry Culha

MarketBeat

Weibo Q1 Earnings Call Highlights

Weibo (NASDAQ:WB) reported higher first-quarter 2026 revenue as advertising returned to year-over-year growth, while management said the company is focusing on user retention, video consumption, artificial intelligence tools and content marketing to support longer-term growth. Chief Executive Offic

MarketBeat

Futu Q1 Earnings Call Highlights

Futu (NASDAQ:FUTU) reported record trading activity and continued international account growth in the first quarter of 2026, while a regulatory penalty from Chinese authorities weighed sharply on reported net income. On the company’s earnings call, Chairman and Chief Executive Officer Leaf Li said

MarketBeat

Dick’s Sporting Goods Isn’t Done Winning Yet

Dick's Sporting Goods is amid consolidation as it digests the Foot Locker acquisition. Growth, cash flow, and capital return says higher prices to come.

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SSE H2 Earnings Call Highlights

SSE (LON:SSE) said it delivered full-year earnings toward the top end of its guidance range while accelerating investment across its regulated networks, renewables and flexible generation businesses, as management emphasized the company’s role in supporting electrification and energy security. Chie

MarketBeat

Johnson Matthey H2 Earnings Call Highlights

Johnson Matthey (LON:JMAT) reported higher underlying profit, improved margins and stronger cash generation for fiscal 2025/2026, while management outlined progress on a restructuring strategy, the pending sale of Catalyst Technologies and a new acquisition aimed at expanding its emissions-control b

MarketBeat

CoreWeave Says Margins Set to Inflect as AI Power Capacity Comes Online

CoreWeave (NASDAQ:CRWV) Chief Financial Officer Nitin Agrawal said the AI cloud company expects margin improvement in the second half of the year as recently added power capacity is converted into deployed GPUs and customer revenue. Speaking in a fireside-style discussion, Agrawal said CoreWeave st

MarketBeat

Cellebrite DI Eyes AI, Cloud and FedRAMP as Digital Investigations Demand Grows

Cellebrite DI (NASDAQ:CLBT) executives said the company is seeing broader customer adoption of its digital investigations platform, with artificial intelligence, cloud migration and U.S. federal authorization expected to shape its next phase of growth. Speaking at a TD Cowen fireside chat hosted by

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Cognex Says Turnaround Is Gaining Steam as AI Vision and Cost Cuts Boost EPS

Cognex (NASDAQ:CGNX) is seeing the early benefits of a leadership transition, an improving market backdrop and a sharper focus on operating efficiency, CFO Dennis Fehr said during a TD Cowen investor event hosted by analyst Joe Giordano. Fehr said the machine vision company has undergone “transform

MarketBeat

Carlyle Group CEO Says Fundraising 'Super Cycle' Can Power Earnings Growth

Carlyle Group (NASDAQ:CG) Chief Executive Officer Harvey Schwartz said the asset manager remains on track with its multiyear plan, citing stronger fee-related earnings, improved margins and a coming “super cycle” of fundraising across major flagship funds. Speaking at an Autonomous fireside chat ho

MarketBeat

Noah Q1 Earnings Call Highlights

Noah (NYSE:NOAH) reported modest revenue growth but sharply higher operating profit for the first quarter of 2026, as management said the wealth management firm continued shifting toward investment-led products, overseas expansion and AI-enabled operations. Co-founder, Director and CEO Zhe Yin said

MarketBeat

Cogent Communications Sees Data Center Sale Easing Debt Fears, Reviving Capital Returns

Cogent Communications (NASDAQ:CCOI) Chief Executive Dave Schaeffer said the company’s planned sale of 10 data centers to I Squared Capital is part of a broader effort to reduce leverage, address concerns around its 2027 notes and eventually restart a more aggressive return-of-capital program. Speak

MarketBeat

Coveo Solutions Q4 Earnings Call Highlights

Coveo Solutions (TSE:CVO) reported record fourth-quarter and full-year new business bookings for fiscal 2026, with management pointing to strength in B2B commerce, generative AI and large enterprise deployments as the main drivers of momentum. On the company’s earnings call, Executive Chairman Loui

MarketBeat

Synopsys Q2 Earnings Call Highlights

Synopsys (NASDAQ:SNPS) reported fiscal second-quarter results above its own guidance and raised its full-year outlook, citing solid execution, demand tied to artificial intelligence chip development and early benefits from its integration of Ansys. President and CEO Sassine Ghazi said Synopsys deli

MarketBeat

Snowflake Q1 Earnings Call Highlights

Snowflake (NYSE:SNOW) reported accelerating growth in its first quarter of fiscal 2027 and raised its full-year outlook, with executives pointing to stronger demand for its core data platform and early traction from artificial intelligence products including Snowflake Intelligence and Cortex Code.

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