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◆ Earnings Dispatch
Results, reactions, and guidance — decoded

Earnings

Page 3 of 3 · 39 articles on this desk

Earnings coverage, page 3

Illustrative photograph: computer server and electronics hardware.
Earnings

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.

Henry Nakamura · August 12, 2026
Illustrative photograph: laboratory research equipment.
Earnings

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.

Henry Nakamura · August 11, 2026
Illustrative photograph: computer server and electronics hardware.
Earnings

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.

Henry Nakamura · August 11, 2026