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HISTORICAL FACTS: 26 | History Defined

Blackbaud CEO Touts AI Fundraising Agents, Rule of 45 Path at JPMorgan Conference

Blackbaud (NASDAQ:BLKB) Chief Executive Officer Mike Gianoni outlined the company’s market position, artificial intelligence strategy and financial priorities during a discussion with Zach Canter, managing director in JPMorgan’s technology investment banking group. Gianoni described Blackbaud as a

Axon Enterprise Touts AI, Drone Growth in Push to Be Public Safety’s Operating System

Axon Enterprise (NASDAQ:AXON) President Josh Isner said the company is increasingly positioning itself as a broad public safety technology platform, expanding well beyond its origins as a TASER manufacturer into body cameras, cloud evidence management, artificial intelligence, drones, counter-drone

Aura Biosciences Highlights Bel-Sar Eye Cancer Strategy, Mid-Year Bladder Data

Aura Biosciences (NASDAQ:AURA) executives outlined the company’s strategy for its lead candidate bel-sar during a session at the H.C. Wainwright Connect Conference, emphasizing ocular oncology as the company’s initial development focus while also discussing ongoing work in non-muscle invasive bladde

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ZTO Express (Cayman) Q1 Earnings Call Highlights

ZTO Express (Cayman) (NYSE:ZTO) reported stronger first-quarter volume growth than the broader Chinese express delivery industry, with management citing improved pricing discipline, lower transit costs and growth in higher-value parcel categories as key drivers of the quarter. Chairman and Chief Ex

Merlin, Inc. Common Stock Q1 Earnings Call Highlights

Merlin, Inc. Common Stock (NASDAQ:MRLN) used its first earnings call as a public company to outline its autonomous flight strategy, highlight the launch of its first named product, Condor, and report first-quarter 2026 financial results that reflected higher operating investment and significant non-

James Hardie Industries Q4 Earnings Call Highlights

James Hardie Industries (NYSE:JHX) reported higher fiscal fourth-quarter revenue and adjusted EBITDA as the building products company benefited from the addition of AZEK, cost controls and early progress on integration initiatives, while management cautioned that construction markets remain challeng

CAVA Group Q1 Earnings Call Highlights

CAVA Group (NYSE:CAVA) reported strong first-quarter 2026 results, with executives pointing to traffic gains, new restaurant performance and continued demand for Mediterranean cuisine as key drivers of growth. On the company’s earnings call, Co-Founder and CEO Brett Schulman said CAVA “further soli

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AirSculpt Technologies Sees Sales Rebound, GLP-1 Tailwind for Body Contouring Growth

AirSculpt Technologies (NASDAQ:AIRS) executives said the body contouring company has returned to same-store sales growth after more than two years of declines, while outlining plans to expand services tied to GLP-1 weight-loss drug side effects and eventually resume clinic growth across the U.S. Ch

Keysight Technologies Q2 Earnings Call Highlights

Keysight Technologies (NYSE:KEYS) reported what executives described as the best quarter in the company’s history, with fiscal second-quarter orders surpassing $2 billion and revenue rising sharply across its communications and electronic industrial businesses. President and CEO Satish Dhanasekaran

Skillz Q1 Earnings Call Highlights

Skillz (NYSE:SKLZ) reported higher year-over-year revenue for the first quarter of 2026 while continuing to post losses, as management highlighted improving underlying profitability, a profitable contribution from RZR and a major legal victory against Papaya Gaming. Chief Executive Andrew Paradise

Red Robin Gourmet Burgers Q1 Earnings Call Highlights

Red Robin Gourmet Burgers (NASDAQ:RRGB) reported continued operating improvement in its fiscal first quarter of 2026, with management pointing to better traffic trends, higher restaurant-level margins and early traction from its value-focused menu strategy. President and Chief Executive Officer Dav

8X8 Q4 Earnings Call Highlights

8X8 (NASDAQ:EGHT) reported its fourth consecutive quarter of year-over-year revenue growth in fiscal fourth quarter 2026, with executives saying the company is seeing momentum from usage-based communications, artificial intelligence tools and disciplined cost management. Chief Executive Officer Sam

Grupo Financiero Galicia Q1 Earnings Call Highlights

Grupo Financiero Galicia (NASDAQ:GGAL) management said profitability weakened sharply in the first quarter of 2026, as higher loan-loss provisions, limited loan demand and inflation accounting effects weighed on results, even as margins and efficiency showed sequential improvement. Pablo Firvida, h

Adagene Spotlights ADG126 Strategy as Masked CTLA-4 Trial Advances in Colorectal Cancer

Adagene (NASDAQ:ADAG) Chief Strategy Officer Mickael Chane-Du outlined the company’s clinical strategy for its lead antibody program, ADG126, during a discussion with Stifel senior biotech analyst Stephen Willey, emphasizing the company’s focus on improving the therapeutic index of CTLA-4 inhibition

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Agios Pharmaceuticals Touts Strong AQVESME Launch as Sickle Cell Filing Advances

Agios Pharmaceuticals (NASDAQ:AGIO) executives said the company is focused on advancing mitapivat across rare hematologic diseases, highlighting early launch traction in thalassemia and a recently submitted supplemental new drug application for sickle cell disease during a presentation at the 2026 R

The Pentagon's AI Pivot Supercharges Defense Stocks

Northrop Grumman leads the military modernization supercycle by developing advanced uncrewed payload architectures and autonomous combat platforms.

ATRenew Q1 Earnings Call Highlights

ATRenew (NYSE:RERE) reported first-quarter 2026 revenue and non-GAAP operating income growth that management said reflected continued expansion of its recycling and resale model, stronger direct-to-consumer sales and growth in its marketplace and multi-category recycling businesses. On the company’

Automatic Data Processing CEO Says AI Marks ‘Defining Moment’ as Labor Market Stays Muted

Automatic Data Processing (NASDAQ:ADP) President and CEO Maria Black said the human capital management provider is seeing a “generally stable” but still muted labor environment, while positioning the company for what she described as a “defining moment” for the HCM industry. Speaking with Tien-Tsin

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Pearl Diver Credit Q1 Earnings Call Highlights

Pearl Diver Credit (NYSE:PDCC) reported a first-quarter net loss as market-driven unrealized losses weighed on results, while management said recurring cash flows from its CLO portfolio remained strong enough to exceed distributions and expenses. Chief Executive Officer Indranil Basu said the broad

MYT Netherlands Parent B.V. Q3 Earnings Call Highlights

MYT Netherlands Parent B.V. (NYSE:MYTE) executives said the company, referred to on the call as LuxExperience B.V., posted a second consecutive profitable quarter on an adjusted EBITDA basis as its Mytheresa business continued to grow and turnaround efforts advanced at NET-A-PORTER, MR PORTER and YO

Ackman and Berkshire Are Betting Against Each Other on AI

Bill Ackman's Pershing Square made big moves in top AI hyperscaler stocks in Q1, with several standing in clear contrast to Berkshire Hathaway's changes.

AAPL: Forget the iPhone—Services Will Drive the Next Phase of Growth

Apple's Services engine is starting to fire on all cylinders, but Wall Street is only just starting to wake up to its true value-adding potential.

The $132 Billion Infrastructure Pivot You Might Have Missed

Advanced Micro Devices and Intel Corporation are positioned to capitalize on the massive expansion of legacy server compute infrastructure.

Astera Labs Touts AI Connectivity Boom as Scorpio, Optics Fuel Growth Outlook

Astera Labs (NASDAQ:ALAB) executives said the company expects continued broad-based growth across its connectivity product portfolio, driven by rising demand for AI infrastructure, custom silicon deployments and emerging optical interconnect opportunities. Speaking at J.P. Morgan’s 54th annual Tech

Eagle Materials Q4 Earnings Call Highlights

Eagle Materials (NYSE:EXP) reported record revenue for fiscal 2026 as strength in cement and aggregates offset continued softness in wallboard tied to residential construction headwinds. President and Chief Executive Officer Michael Haack told investors that the company delivered “another year of s

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