Earnings
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Earnings coverage, page 2
Cerebras cloud revenue nearly quadruples, but shrinking hardware sales knock the stock after hours
The wafer-scale chipmaker's inference cloud grew 281% year over year and management raised full-year guidance. Shares still fell double digits in extended trading after hardware revenue went backwards and the headline revenue line came in short.
Cisco closes fiscal 2026 with $17.3 billion quarter and guides fiscal 2027 revenue far above Wall Street
Fourth-quarter revenue rose 18% and non-GAAP earnings came in at $1.22 a share, both above consensus. The bigger number was the fiscal 2027 revenue range of $72.2 billion to $73.4 billion, well ahead of the $68.69 billion analysts had modelled.
Nebius quintuples AI cloud revenue and says it could sell out 2027 capacity today
Revenue of $582.3 million rose 454% and annualized run-rate hit $3 billion, but the line that moved the stock was management's claim that next year's capacity is effectively spoken for.
Cardinal Health Caps Fiscal 2026 With a 20% Earnings Beat and a $5 Billion Buyback
The drug distributor earned $2.91 per share against a $2.42 consensus and guided fiscal 2027 profit above expectations, sending shares up about 7% even as revenue fell short.
Monday.com Grows 22% and Doubles AI Revenue, but Guidance Keeps the Stock Under Pressure
The work-management software maker posted $365 million in second-quarter revenue and rapid enterprise gains, yet a forecast for slowing growth sent shares down nearly 8% to $85.84.
CoreWeave Revenue More Than Doubles as Backlog Swells to $104 Billion
The AI cloud provider posted Q2 revenue of $2.58 billion, up 112%, and disclosed more than $25 billion in new commitments added since the quarter closed, sending shares higher after hours.
Plug Power Reaches Break-Even Gross Margin and Lifts Its Revenue Outlook
The hydrogen company reported roughly $178 million of second-quarter revenue, wiped out a 31-point negative gross margin from a year ago and raised full-year growth guidance to 15% to 16%.