Podcast Episodes
Back to SearchCamtek (CAMT) Q2 2026 Earnings: Record Revenue, ZERO Extra Operating Profit
Camtek Ltd. (CAMT) Q2 2026 — Revenue $133.2M, a record, +8.0% y/y. Non-GAAP EPS $0.78 vs a $0.761 bar - but $0.79 a year ago. GAAP EPS $0.46 vs $0.69…
1 week ago
ChipMOS (IMOS) Q2 2026 Earnings: Record Since 2014 - The Beat Was PRICE, Not Volume
ChipMOS TECHNOLOGIES INC. (IMOS) Q2 2026 — Revenue NT$7,383.1M / US$231.8M at NT$31.85, +6.5% q/q and +28.7% y/y - the best quarter since 2014. Gross…
1 week ago
Super Micro (SMCI) Q4 FY2026 Earnings: $2.2B Profit, $6.8B Of Cash GONE
Super Micro Computer, Inc. (SMCI) Q4 FY2026 — Net sales $11.120B vs $5.757B (+93.2%), MISSING an $11.599B bar by 4.1%. Non-GAAP diluted EPS $1.70 vs …
1 week ago
Quantum Computing (QUBT) Q2 2026 Earnings: Revenue Up 91x, Like-For-Like It FELL 42%
Quantum Computing, Inc. (QUBT) Q2 2026 — Revenue $5.551M vs $61K a year ago (about 91x) and $3.691M in March, beating a $5.1515M bar by 7.8%. GAAP EP…
1 week ago
Ambiq Micro (AMBQ) Q2 2026 Earnings: 90% Growth, And A Guide That Doubles The Loss
Ambiq Micro, Inc. (AMBQ) Q2 2026 — Net sales $33.901M, up 89.7% y/y and 35.3% q/q, beating a $31.51M bar by 7.6%. Non-GAAP EPS -$0.07 vs -$0.257, a 1…
1 week ago
Aeva Technologies (AEVA) Q2 2026 Earnings: The Product Line Fell 39%
Aeva Technologies, Inc. (AEVA) Q2 2026 — Total revenue $6.136M, up 11.3% y/y - but PRODUCT revenue FELL 39.4% to $2.546M while professional service f…
1 week, 2 days ago
Arteris (AIP) Q2 2026 Earnings: The Real Forecast Was In The CFO’s Contract
Arteris, Inc. (AIP) Q2 2026 — Record revenue $24.134M, up 46% and above consensus - but non-GAAP EPS -$0.10 against a -$0.04157 bar, a six-cent MISS …
1 week, 2 days ago
Voyager Technologies (VOYG) Q2 2026 Earnings: A Record Quarter, And A Third Of The Guide
Voyager Technologies, Inc. (VOYG) Q2 2026 — Record net sales $52.746M, up 15.5% y/y - but gross profit FELL 45.7% to $4.457M, an 8.4% margin vs 18.0%…
1 week, 2 days ago
Spyre Therapeutics (SYRE) Q2 2026 Earnings: The 40-Cent Beat That Belongs To Somebody Else
Spyre Therapeutics, Inc. (SYRE) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): no product revenue, ever. Net loss $36.200M vs $36.717M. EPS -$0.36 …
1 week, 2 days ago
Kulicke & Soffa (KLIC) Q3 FY2026 Earnings: The AI Multiple On A Ball-Bonder Boom
Kulicke and Soffa Industries, Inc. (KLIC) Q3 FY2026 — Q3 FY2026 (quarter ended July 4, 2026): net revenue $330.409M, +122.6% y/y and +36.2% q/q. Non-…
1 week, 2 days ago