Podcast Episodes
Back to SearchWhiteFiber (WYFI) Q2 2026 Earnings: The Growth Was A Breakup Fee
WhiteFiber (WYFI) Q2 2026 — Revenue $28.8M, up 54.5%, and GAAP EPS of -$0.39 against a -$0.45 bar. But $12.3M of that revenue is a contract-terminati…
1 week ago
Applied Aerospace & Defense (AADX) Q2 2026 Earnings: Record EBITDA, Minus $103.7M Cash
Applied Aerospace & Defense (AADX) Q2 2026 — Revenue $167.3M, up 47.4% - a record - against a $155.8M bar. Filed GAAP EPS is -$1.04, not the -$0.25 t…
1 week ago
AAON (AAON): Sales Doubled, the Guide Rose — and the Stock Fell 6%. Is AAON a Buy?
AAON, Inc. (AAON) Q2 2026 — Reported BEFORE the open on August 10 (8-K accepted by EDGAR 07:12 ET). Net sales $627.0M, +101.2%; GAAP diluted EPS $0.6…
1 week ago
Hims & Hers (HIMS) Q2 2026 Earnings: 31 Cents On The Dollar
Hims & Hers Health (HIMS) Q2 2026 — Revenue $753.2M vs a $698.9M bar - a BEAT. GAAP EPS -$0.37 vs -$0.05. The 8-K landed 4:08pm ET Monday Aug 10, AFT…
1 week ago
AST SpaceMobile (ASTS) Q2 2026 Earnings: One Satellite Cost $158 Million
AST SpaceMobile (ASTS) Q2 2026 — Revenue $31.52M vs a $34.53M bar - a MISS. GAAP EPS minus $0.77 vs a minus $0.315 bar. The 8-K landed 4:38pm ET Mond…
1 week ago
Nebius (NBIS) Q2 2026 Earnings: $236M Of EBITDA, $260M Of Depreciation
Nebius Group (NBIS) Q2 2026 — Revenue $582.3M vs a $569.9M bar - a BEAT, up 454% y/y and 46% q/q. Adjusted EBITDA swung to +$236.2M from -$21.0M. ARR…
1 week ago
Liquidia (LQDA) Q2 2026 Earnings: The Same $40 Million, Three Quarters Running
Liquidia (LQDA) Q2 2026 — Revenue $171.7M vs a $168.5M bar - a BEAT. Net income $74.7M, a record. Diluted EPS $0.74 vs $0.758 estimated looks like a …
1 week ago
Cardinal Health (CAH) Q4 FY2026 Earnings: EPS Guided Up, Cash Guided Down
Cardinal Health (CAH) Q4 FY2026 — Revenue $63.67B, +6%, MISSING the $65.03B bar. Non-GAAP EPS $2.91 vs $2.42 estimated - but $0.31 was a one-time IEE…
1 week ago
CoreWeave (CRWV) Q2 2026 Earnings: The $104B Backlog Only Lasts 2.6 Years
CoreWeave, Inc. (CRWV) Q2 2026 — Revenue $2.575B, +112% y/y, vs a $2.56B bar. Adjusted operating income $128M, roughly DOUBLE the ~$66M consensus. Ad…
1 week ago
On Holding (ONON) Q2 2026 Earnings: Down 20% On A Record 65.4% Gross Margin
On Holding AG (ONON) Q2 2026 — Net sales CHF 850.3M, +21.6% constant currency. Gross margin a record 65.4% vs 61.5%, while fully absorbing US tariffs…
1 week ago