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INSANE: 15 - The Real Truth

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

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

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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.

MarketBeat

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

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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

MarketBeat

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

HP Q2 Earnings Call Highlights

HP (NYSE:HPQ) reported stronger second-quarter fiscal 2026 results, with management citing growth in Personal Systems, momentum in AI PCs and disciplined cost mitigation in a challenging component-cost environment. Interim Chief Executive Officer Bruce Broussard said revenue rose 9% year over year,

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Salesforce Q1 Earnings Call Highlights

Salesforce (NYSE:CRM) reported what executives described as an “outstanding” fiscal 2027 first quarter, highlighting double-digit revenue growth, margin expansion, strong cash flow and accelerating adoption of its Agentforce artificial intelligence products. Chair and CEO Marc Benioff said Salesfor

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.

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

Everpure Q1 Earnings Call Highlights

Everpure (NYSE:P) reported a stronger-than-expected first quarter of fiscal 2027, with management citing broad demand across core businesses and geographies, higher pricing tied to component shortages and continued momentum in subscription offerings. Chief Executive Officer Charlie Giancarlo called

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Phreesia Q1 Earnings Call Highlights

Phreesia (NYSE:PHR) reported higher first-quarter revenue and profitability for fiscal 2027, with executives pointing to growth in payment solutions, expanding opportunities from its AccessOne acquisition and continued investment in patient intake, provider engagement and artificial intelligence. O

MarketBeat

Baker Hughes CEO: Data Centers, LNG Fuel Shift Beyond Oilfield Services

Baker Hughes (NASDAQ:BKR) Chairman and Chief Executive Officer Lorenzo Simonelli said the company has become “very different” from the traditional oilfield services business it was a decade ago, emphasizing a broader strategy focused on industrial energy solutions, natural gas, power generation and

MarketBeat

Agilent Technologies Q2 Earnings Call Highlights

Agilent Technologies (NYSE:A) raised its fiscal 2026 outlook after reporting stronger-than-expected second-quarter results, with management pointing to broad-based demand, instrument replacement momentum, pricing actions and operational gains from its Ignite operating system. CEO Padraig McDonnell

MarketBeat

Nutanix Q3 Earnings Call Highlights

Nutanix (NASDAQ:NTNX) reported fiscal third-quarter results above its guidance ranges, with management pointing to healthy demand for hybrid cloud, application modernization and AI-related offerings, while also warning that server hardware supply constraints and higher prices continue to affect cust

MarketBeat

Marvell Technology Q1 Earnings Call Highlights

Marvell Technology (NASDAQ:MRVL) reported record revenue for its first fiscal quarter of 2027 and raised its revenue outlook for both fiscal 2027 and fiscal 2028, citing accelerating demand across its data center portfolio and continued customer investment in artificial intelligence infrastructure.

MarketBeat

Mobilicom Q1 Earnings Call Highlights

Mobilicom (NASDAQ:MOB) executives said the company is seeing stronger demand signals from U.S. defense drone programs even as first-quarter revenue declined because of shipment timing tied to customer procurement schedules. On the company’s quarterly earnings call, Co-Founder, CEO and Chairman Oren

MarketBeat

Gorilla Technology Group Q1 Earnings Call Highlights

Gorilla Technology Group (NASDAQ:GRRR) reported first-quarter revenue growth and positive operating cash flow while management sought to frame a large reported operating loss as primarily the result of stock-based compensation and foreign exchange impacts. Chairman and Chief Executive Officer Jay C

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