Podcast Episodes
Back to SearchPLAB Stock: Photronics Beat, But $503M Of Its Cash Sits In Joint Ventures - Q3 FY2026
Photronics (PLAB) Q3 FY2026 — Shares rose 3.2% to $30.25 on the print, then slid to $27.73 by Friday's close. Adjusted EPS beat a cut bar by 24% - bu…
1 month, 2 weeks ago
ADSK Stock: Autodesk Grew Revenue 16% And Its Order Book 2% - Q2 FY2027
Autodesk (ADSK) Q2 FY2027 — Shares fell 3.7% to $260.66 the next session, after rising 6.2% into the print. Revenue grew 16%, billings 10%, current R…
1 month, 2 weeks ago
Veeva (VEEV) Q2 FY2027 Earnings: HOLD Call - A 15% Pop On A 2-Cent Raise
Veeva Systems (VEEV) Q2 FY2027 — Q2 FY2027 (three months to 31 July 2026): revenue $928.0M, +17.6% YoY; adjusted operating profit $415.9M at a 44.8% …
1 month, 2 weeks ago
Elastic (ESTC) Q1 FY2027 Earnings: The $2.9M Raise That Added $1.7B
Elastic (ESTC) Q1 FY2027 — Q1 FY2027 (three months to 31 July 2026): revenue $478.1M, +15.1% YoY; adjusted operating profit $77.3M at a 16.2% margin;…
1 month, 2 weeks ago
Gorilla Technology (GRRR): Revenue Doubled And The Gross Line Went Negative
Gorilla Technology (GRRR) H1 2026 — H1 2026 (six months to 30 June): revenue $78.4M, up 99.3%; gross profit $3.8M, down 71.4%; gross margin 4.9% from…
1 month, 2 weeks ago
Materialise (MTLS): One Segment Earns 118% Of The Profit
Materialise (MTLS) Q2 2026 — Q2 2026 (three months to 30 June, filed in EUR): revenue EUR70.1M, +8.1% YoY; adjusted EBIT EUR3.9M, +26.9%; net profit …
1 month, 2 weeks ago
JinkoSolar (JKS): The $212M Operating Loss That Was Reported As $103M
JinkoSolar (JKS) Q2 2026 — Q2 2026 (three months to 30 June): revenue RMB12.36BN / $1,821.2M, -31.3% YoY on module shipments of 15,961MW, -34.4%; gro…
1 month, 2 weeks ago
Gaotu Techedu (GOTU): More Cash Than Market Cap - And Two Thirds Of It Is Prepaid Tuition
Gaotu Techedu (GOTU) Q2 2026 — Q2 2026 (three months to 30 June): net revenues RMB1,670.1M / $246.1M, +20.2% YoY, accelerating from +13.2% in Q1; gro…
1 month, 3 weeks ago
Lantronix (LTRX): The $12.6M Drone Line That Replaced An $11M Customer
Lantronix (LTRX) Q4 FY2026 — Fiscal Q4 FY2026 (three months to 30 June): revenue $31.2M, +8.0% YoY and +3.2% QoQ; gross margin 43.7% from 40.0%; oper…
1 month, 3 weeks ago
Canadian Solar (CSIQ): The 27 Cents That Sits On No Line Of The Income Statement
Canadian Solar (CSIQ) Q2 2026 — Q2 2026 (three months to 30 June): net revenues $1,207.7M, -28.7% YoY and +12.0% QoQ, at the high end of the $1.0-1.2…
1 month, 3 weeks ago