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UNCOVERED: 41 - Caught on Camera

Appian Pitches Reliable AI, $825M Revenue Goal and Bigger Buyback at Investor Day

Appian (NASDAQ:APPN) executives used the company’s Investor Day 2026 in New York to frame the software maker as a provider of “complex process automation” for regulated industries and as a platform for making artificial intelligence more reliable in enterprise workflows. Chief Financial Officer Ser

MarketBeat

Heartflow Q1 Earnings Call Highlights

Heartflow (NASDAQ:HTFL) reported a sharply higher first-quarter revenue total and raised its full-year 2026 outlook, citing strength in its core FFRCT business, faster-than-expected adoption of its Plaque Analysis product and continued expansion of the coronary CT angiography, or CCTA, market. Pres

MarketBeat

Genasys Q2 Earnings Call Highlights

Genasys (NASDAQ:GNSS) reported a fiscal second-quarter profit and sharply higher revenue, with management describing the period as an “inflection point” driven by the Puerto Rico Dam Emergency Warning System project, stronger hardware sales and improved operating discipline. The protective communic

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GEN Restaurant Group Q1 Earnings Call Highlights

GEN Restaurant Group (NASDAQ:GENK) said first-quarter traffic remained pressured by macroeconomic headwinds, including higher fuel prices that management said weighed on discretionary spending, particularly in California, where the company has a large store base. Chairman and CEO David Kim said sam

MarketBeat

Gambling.com Group Q1 Earnings Call Highlights

Gambling.com Group (NASDAQ:GAMB) reported flat first-quarter revenue and lower profitability as growth in its sports data services business was offset by continued pressure in marketing tied to search rankings, regulatory changes and a shift toward non-SEO traffic channels. On the company’s first-q

MarketBeat

Eton Pharmaceuticals Q1 Earnings Call Highlights

Eton Pharmaceuticals (NASDAQ:ETON) raised its 2026 revenue outlook after reporting record first-quarter product sales and highlighting early progress from two recent product launches, DESMODA and HEMANGEOL. Chief Executive Officer Sean Brynjelsen said the company now expects full-year revenue to ex

MarketBeat

Electrovaya Q2 Earnings Call Highlights

Electrovaya (NASDAQ:ELVA) reported higher fiscal second-quarter revenue and profitability while cautioning that supply chain delays and macroeconomic uncertainty could affect the timing of some customer orders. On the company’s earnings call, Chief Financial Officer John Gibson said revenue for the

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FitLife Brands Q1 Earnings Call Highlights

FitLife Brands (NASDAQ:FTLF) reported sharply higher first-quarter 2026 revenue, driven by the acquisition of Irwin, while profitability declined as the company absorbed lower Irwin margins and higher acquisition-related expenses. Chief Executive Officer Dayton Judd said total revenue for the quart

MarketBeat

eGain Q3 Earnings Call Highlights

eGain (NASDAQ:EGAN) reported fiscal third-quarter revenue growth and stronger profitability, while management said demand for its AI Knowledge offerings is increasing as enterprises look to improve the data and content foundations behind artificial intelligence projects. Chief Executive Officer Ash

MarketBeat

DLocal Q1 Earnings Call Highlights

DLocal (NASDAQ:DLO) reported another quarter of rapid payment volume growth, with management pointing to broad-based merchant expansion across emerging markets while also addressing higher operating expenses and a one-time tax adjustment that weighed on reported earnings. On the company’s first-qua

MarketBeat

CapsoVision Q1 Earnings Call Highlights

CapsoVision (NASDAQ:CV) reported steady first-quarter revenue and said it continues to advance artificial intelligence and capsule endoscopy programs aimed at expanding the use of its gastrointestinal imaging platform. On the company’s first-quarter 2026 earnings call, President and Chief Executive

MarketBeat

Biogen Conference: Lupus, Kidney Programs Take Center Stage in Immunology Push

Biogen (NASDAQ:BIIB) is continuing to position immunology as a larger part of its strategy, with late-stage lupus and kidney disease programs expected to shape the company’s next phase of growth, Adam Meyers, head of the company’s immunology and new disease areas franchise, said at Bank of America’s

MarketBeat

CuriosityStream Q1 Earnings Call Highlights

CuriosityStream (NASDAQ:CURI) reported a slight year-over-year increase in first-quarter revenue and reiterated that it is prioritizing larger licensing opportunities, particularly around artificial intelligence datasets, even as that approach contributed to uneven quarterly results. On the company

MarketBeat

Celcuity Q1 Earnings Call Highlights

Celcuity (NASDAQ:CELC) reported a wider first-quarter loss as the biotechnology company increased spending tied to commercial launch preparations and continued development of gedatolisib, its investigational therapy for hormone receptor-positive, HER2-negative advanced breast cancer. On the company

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Cibus Q1 Earnings Call Highlights

Cibus (NASDAQ:CBUS) reported first-quarter 2026 results and said it is advancing toward commercialization across its rice and sustainable ingredients programs, while also reducing expenses and extending its cash runway into late in the first quarter of 2027. Peter Beetham, Cibus’ co-founder, interi

MarketBeat

Blaize Q1 Earnings Call Highlights

Blaize (NASDAQ:BZAI) executives said the company remains on track for its full-year 2026 revenue target despite a first-quarter revenue shortfall tied to constrained availability of AI servers using high-bandwidth memory. Chief Executive Officer Dinakar Munagala said on the company’s first-quarter

MarketBeat

BranchOut Food Q1 Earnings Call Highlights

BranchOut Food (NASDAQ:BOF) executives said the company is focused on increasing factory utilization, diversifying its customer base and building inventory to support what management expects to be a record second quarter. During the company’s first-quarter 2026 earnings call, CFO John Dalfonsi said

MarketBeat

Applied Materials Q2 Earnings Call Highlights

Applied Materials (NASDAQ:AMAT) reported record fiscal second-quarter revenue and earnings, with executives saying accelerating demand for artificial intelligence infrastructure is reshaping semiconductor equipment spending toward areas where the company holds leading positions. President and CEO G

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Alpha Cognition Q1 Earnings Call Highlights

Alpha Cognition (NASDAQ:ACOG) reported 40% sequential revenue growth in the first quarter of 2026, as executives said commercial adoption of its Alzheimer’s treatment ZUNVEYL continued to build across prescribers and long-term care facilities. Chief Executive Officer Michael McFadden said the quart

MarketBeat

Alliance Entertainment Q3 Earnings Call Highlights

Alliance Entertainment (NASDAQ:AENT) reported higher fiscal third-quarter revenue and profit, with management saying the company is benefiting from a shift toward premium physical media, collectibles and authenticated products aimed at fans and collectors. On the company’s third-quarter fiscal 2026

MarketBeat

Bicara Therapeutics Touts Cancer Drug Progress Ahead of 2026 Pivotal Data

Bicara Therapeutics (NASDAQ:BCAX) said its lead cancer drug candidate, ficerafusp alfa, remains on track for pivotal data in head and neck cancer in mid-2026, as the company outlined its development strategy and competitive positioning at the Bank of America Healthcare Conference. Ryan Kohlhepp of

MarketBeat

Genie Energy Q1 Earnings Call Highlights

Genie Energy (NYSE:GNE) lowered its full-year 2026 adjusted EBITDA outlook after a first quarter in which record revenue was offset by weaker retail energy margins, higher customer acquisition spending and investment in early-stage growth initiatives. Chief Executive Officer Michael Stein said the

MarketBeat

Klarna Group Q1 Earnings Call Highlights

Klarna Group (NYSE:KLAR) reported a stronger-than-expected first quarter of 2026, with management pointing to accelerating payment volumes, rapid growth in its financing product and continued expansion of its merchant network as key drivers of the results. Co-founder and CEO Sebastian Siemiatkowski

MarketBeat

Canada Goose Q4 Earnings Call Highlights

Canada Goose (NYSE:GOOS) said it ended fiscal 2026 with stronger sales momentum across its direct-to-consumer and wholesale businesses, while management outlined plans to expand profitability in fiscal 2027 despite a more cautious consumer backdrop. On the company’s fourth-quarter earnings call, Ch

MarketBeat

Forgent Power Solutions Q3 Earnings Call Highlights

Forgent Power Solutions (NYSE:FPS) reported record fiscal third-quarter results and raised its full-year outlook, citing stronger-than-expected demand from data center and grid customers, expanding backlog and early signs of operating leverage as it scales production. Chief Executive Officer Gary N

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