Earnings
Page 2 of 3 · 39 articles on this desk
Earnings coverage, page 2
Baidu Revenue Falls 4% in Q2 as Legacy Ad Business Shrinks and AI Cloud Jumps 50%
The Chinese search-and-AI company reported RMB 31.3 billion in second-quarter revenue on Tuesday, missing Wall Street estimates as a slide in online marketing overwhelmed rapid growth in its AI cloud infrastructure unit.
Home Depot's Adjusted EPS Was $4.92 and Its GAAP EPS $4.79. Yahoo Finance Compared the $4.73 Consensus With $4.79 and Called It Adjusted.
Home Depot reported second-quarter fiscal 2026 sales of $47.9 billion and comparable sales up 1.7% before Tuesday's open, and left every line of its fiscal 2026 guidance exactly as it has stood since February. Comparable transactions fell for a second consecutive quarter, by 1.0%, with the entire comp gain coming from a 2.8% rise in average ticket.
BitFuFu's Adjusted EBITDA Was Negative $18.4 Million. Its Digital-Asset Fair-Value Loss, Which the Measure Does Not Exclude, Was $18.8 Million.
Revenue fell 62.9% year over year to $42.8 million in the quarter, and managed hashrate at June 30 was 57.7% below the year-earlier date. The company's published definition of Adjusted EBITDA adds back tax, interest and depreciation — it never claimed to exclude bitcoin marks, in either direction.
Prairie Operating Posts $109.0 Million Net Income; a Series F Remeasurement Lifts the Common-Stockholder Subtotal to $193.8 Million
Prairie Operating Co. reported second-quarter revenue of $98.9 million and net income of $109.0 million on Monday. Three Series F preferred-stock lines, including an $87.2 million remeasurement, carry the subtotal attributable to common stockholders to $193.8 million — a presentation that ran the same way a year earlier and the opposite way in last year's first half. Adjusted EBITDA, a non-GAAP measure, fell about 12 percent on a 45 percent revenue increase.
InspireMD's U.S. Revenue Line Reads $(351,000). The Parentheses Are Doing Real Work.
A $734,000 block of recall-related customer credits pushed the Nasdaq-quoted stent maker's domestic revenue below zero for the June quarter, and a share count two-thirds larger than a year ago turned a bigger net loss into a smaller loss per share.
AMC Robotics' Gross Margin Went From 19% to 80% as a Related-Party Line Grew to 83% of Sales
Revenue fell 33% in the June quarter. The Kami Vision revenue-sharing line rose 54% and now supplies more than four-fifths of what the Nasdaq-listed robotics company sells, while its product lines took in less than the quarter's total cost of revenues. The metric the release labels EBITDA adds back no depreciation and equals the pretax loss.
Teamshares' First Nasdaq Quarter Shows $9.5 Million of Net Income. One Non-Cash Line Inside It Is $24.9 Million.
The small-business acquirer, listed since June 23, reported the only positive net income figure among the four periods in its Aug. 14 release. Remove the fair-value change on a liability its own balance sheet shows at nil in December, and the quarter was a pretax loss, by our calculation.
Arcos Dorados Posted A 42.9% Comp In South America. Its CFO Put The Region's Inflation At 46-47%.
The McDonald's Latin America franchisee's headline metric, systemwide comparable sales, rose 15.3% in the second quarter on the strength of a 42.9% print in its South Latin America division. On the same morning's call, CFO Mariano Tannenbaum put weighted average inflation in that division at 46% to 47% and said sales were "slightly below" it - adding, in the same breath, "I would say in line with inflation." The company's own definition of the metric makes clear it is a nominal, constant-currency figure, not an inflation-adjusted one.
Bally's Reported $792.2 Million in Q2 Revenue Friday Night. It Did Not Report a Bottom Line.
Bally's Corporation (NYSE: BALY) disclosed second-quarter 2026 revenue of $792.2 million, up 20.5% from $657.5 million a year earlier, with no GAAP net income or loss figure and no consolidated income statement. The company filed a Rule 12b-25 late-filing notification on August 10 for the June 30 quarter, its third consecutive periodic report to arrive behind schedule. The single largest driver of the growth is the consolidation of Intralot, which closed in October 2025, though the prior-year figures on the two Intralot segment lines are a recast of Bally's former International Interactive business rather than acquired revenue.
Quanterix's 34% Revenue Growth Is Measured Against A Quarter That Did Not Contain Akoya
The same August 10 release that reported 34% growth wrote off all remaining goodwill from the Akoya acquisition and cut full-year revenue guidance by $26.5 million at the midpoint. On the company's own pro forma basis, revenue fell 23%.
Accelerant's Q2 Ran Backwards: GAAP Beat Adjusted, and Two Reference Prices Explain the $20.25 Deal
The specialty-insurance marketplace reported GAAP net income above its non-GAAP figure — a reversal traceable to a disclosed definition change — on the same morning it agreed to a Thoma Bravo take-private priced 49% over one date's close and 3.6% under its IPO price.
Outlook Therapeutics put an approval in the headline and $11.2 million of cash in the table
The FDA cleared LYTENAVA on Friday, July 24. Outlook Therapeutics reported its June quarter three weeks later, on Friday, August 14, under a headline that led with the approval — the same morning a $55.0 million share-and-warrant offering priced at $0.99 was due to close. The quarter itself showed $9,000 of net revenue, a $20.3 million GAAP net loss, $11.2 million of cash at June 30 and a $10.4 million stockholders' deficit.
Nu Holdings Cleared $1 Billion. Almost Every Growth Rate in the Release Is FX-Neutral
Nubank's first billion-dollar quarter is a reported IFRS number, not an adjusted one. But the 49% and 39% growth rates attached to it are currency-adjusted, and the reported-dollar arithmetic against last year's release is larger. The stock closed up 9.33%, not the double-digit figures quoted while the session was still running.
Eton's Quarter Produced Three Different EPS Numbers. Wall Street Compared the Biggest One.
Eton Pharmaceuticals nearly doubled revenue and raised full-year guidance again, but the $0.43 everyone quoted is one of three earnings-per-share figures in the release.
Thursday Night's Big Print: Applied Materials Guided to $10.25 Billion and Shares Still Fell After the Bell
Applied Materials reported record fiscal third-quarter results at 4:01 p.m. ET Thursday and guided the current quarter roughly $700 million above consensus. The stock fell about 5% in extended trading, with the flat gross margin outlook the sticking point.
EnerSys Beat Came With Four Different EPS Numbers. Only One Of Them Is Clean.
EnerSys reported fiscal first-quarter results after Wednesday's close and shares jumped double digits in extended trading, though Thursday's session has so far given back most of that. The complication is that the battery and power-systems maker published its bottom line on four separate bases, and the gap between the biggest and the smallest is more than $1.80 a share.
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.