Earnings Intelligence
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Syndax (SNDX) Q4 2025: Revuforge Net Revenue Climbs 38% on Expanded AML Penetration
Syndax demonstrates a long reinvestment runway with high returns on capital, significant recent growth and backlog expansion (Revuforge and Nictimbo), and improving unit...
Enlight (LASR) Q4 2025: A&D Revenue Soars 87% as Focus Shifts to Defense Growth
Enlight demonstrates a long reinvestment runway, business model transition, and strong operating leverage, with defense growth and margin expansion. The backlog and capital...
Applied Optoelectronics (AAOI) Q4 2025: 800G Ramp to $25M+ Drives Capacity-Limited Surge
AAOI demonstrates a long reinvestment runway, disruptive model, accelerating growth, and improving unit economics. Backlog and customer demand are exceptional, with revenue and...
SoundHound (SOUN) Q4 2025: Agentic AI Drives 59% Revenue Surge and Expands Containment Rates Above 90%
SoundHound demonstrates a long reinvestment runway, disruptive business model, and exceptional growth signals: 59% revenue growth, margin expansion, improving unit economics,...
Alignment Healthcare (ALHC) Q4 2025: Membership Jumps 25% as Margin Expansion Outpaces Industry
Alignment Healthcare demonstrates a long reinvestment runway, strong recent growth, improving unit economics, and a self-reinforcing business model. Customer value is...
Arlo (ARLO) Q4 2025: Services Revenue Hits 63% of Total, Cementing SaaS Margin Expansion
Arlo shows a long SaaS runway, clear margin and ARPU expansion, and a self-reinforcing model with deepening customer value. Partnerships and adjacencies signal future growth,...
Globant (GLOB) Q4 2025: AI Pods Pipeline Jumps 34% as Execution Phase Drives Structural Shift
Globant's business demonstrates a long reinvestment runway, disruptive subscription-based AI model, improving unit economics, and a structural shift in margin profile. While...
PACS (PACS) Q4 2025: 31% Revenue Growth Anchored by 106-Facility Acquisition Surge
PACS demonstrates a long reinvestment runway with high returns via disciplined M&A and integration, and the recent surge in acquisitions is a significant business evolution....
Top Articles
- Oracle (ORCL) Q4 2025: Cloud Acceleration and AI-Driven Demand Push Revenue and Guidance to New Highs
- TSMC (TSM) Q1 2025: AI Demand and Global Expansion Drive 38% Growth Outlook, Margin Dilution in Focus
- Novo Nordisk (NVO) Q1 2025: Strong 18% Growth as GLP-1 Compounding Clouds U.S. Outlook
- Meta (META) Q1 2025: AI Investment Drives Revenue Growth, Margins Hold as CapEx Surges
- Walmart (WMT) Q1 2026 Earnings: E-commerce Profitability Milestone Amidst Tariff Headwinds
Recent Earnings
- SanuWave (SNWV) Q4 2025: Applicator Revenue Hits $6.8M, Channel Realignment Accelerates Post-CMS Shift
- CuriosityStream (CURI) Q3 2025: Licensing Revenue Surges 425% as AI Content Demand Accelerates
- Luminar (LAZR) Q4 2025: LSI Photonics Grows to One-Third of Revenue as Automotive Uncertainty Deepens
- SHO Q4 2025: Expense Growth Held to 3% as Asset Recycling Remains Core Capital Lever
- CubeSmart (CUBE) Q4 2025: New Supply Headwinds Drop to 19%, Unlocking Path to Revenue Growth
- Escalade (ESCA) Q4 2025: Gross Margin Jumps 280bps as Cost Actions Reshape Profitability
- Delek US (DK) Q4 2025: EOP Target Doubled to $200M, Unlocking Cash Flow and Margin Leverage
- Alpha Metallurgical Resources (AMR) Q4 2025: 4.1M Tons Locked at $136, Buffering Against Volatile Met Markets
Technology
- TTEC: Digital Segment Faces $193M Impairment as AI-Driven Mix Shift Accelerates
- INTT: Backlog Jumps 36% as Non-Semi Orders Fuel Diversification
- PLAB: High-End IC Revenue Climbs 19% as Capacity Expansion Accelerates
- DCBO: Enterprise Pipeline Drives 14.5% ARR Growth Ex-AWS, Setting Up H2 Reacceleration
- INTU: AI-Driven Mid-Market Revenue Jumps 40% as Platform Model Deepens Competitive Moat
- ICG: ETH Holdings Up 56% as Mining Revenue Softens and Staking Expands
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Newsworthy Companies
- Nvidia (NVDA): Record Data Center Revenue Signals Accelerating AI Infrastructure Build-out
- JPMorgan Chase (JPM): Investment Banking Rebounds While Consumer Division Navigates Changing Rate Environment
- Johnson & Johnson (JNJ): Pipeline Advancements Offset by Litigation Concerns in Quarterly Guidance
- Microsoft (MSFT): Azure Growth Accelerates as Enterprise AI Adoption Gains Momentum
- Apple (AAPL): Services Revenue Hits New Record While iPhone Sales Show Stability
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Thematic Views
- Supply Chain Resilience: Companies Report 32% Increase in Diversification Investments
- AI Infrastructure: Global Capital Expenditures Reach $48B (+65% YoY) in Q1 2026
- Consumer Spending: Premium Segment Growth Outpaces Value as Inflation Concerns Ease
- Digital Transformation: Enterprise Software Spending Accelerates Across All Sectors
- Sustainability: ESG Initiatives Increasingly Tied to Operational Efficiency Gains
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Quarterly earnings calls provide the earliest indicators of business momentum shifts, often weeks before they appear in technical charts.
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