Podcast Episodes
Back to SearchBigBear.ai (BBAI): Revenue +13%, Margins +781bps — and Revenue Per Share −77% | Q2 2026
BigBear.ai Holdings, Inc. (BBAI) Q2 2026 — Revenue $36.7M (+13%) and gross margin 32.8% vs 25.0% (+781bps). Net loss shrank 89% to $25.7M — but $135.…
1 month ago
Automatic Data Processing (ADP): 24% of Profit Is Interest — Q4 FY2026
Automatic Data Processing, Inc. (ADP) Q4 FY2026 — FY26 revenue $21,947.4M (+7%, +6% organic cc) and adjusted diluted EPS $11.12 (+11%) — the top of t…
1 month ago
FTAI Aviation (FTAI): Revenue +41%, EPS −28% — Q2 2026
FTAI Aviation Ltd. (FTAI) Q2 2026 — Revenue $953.1M (+41%) beat the ~$895M estimate, but diluted EPS of $1.13 vs $1.57 missed the $1.38 consensus by …
1 month ago
Roblox (RBLX): Revenue +36%, Bookings +8% — Q2 2026
Roblox Corporation (RBLX) Q2 2026 — Revenue $1,469M, +36% YoY — but bookings, the cash users actually spent, were $1,557M, +8%, at the LOW end of gui…
1 month ago
Boston Scientific (BSX): Down 57% While Revenue Grew — Q2 2026
Boston Scientific Corporation (BSX) Q2 2026 — Net sales were $5.442B, +7.5% reported and +7.0% organic, at the TOP of a 5.5-7.5% guide. Adjusted EPS …
1 month ago
Cohu (COHU): The $170M Guide That Broke Wall Street’s Model — Q2 2026
Cohu, Inc. (COHU) Q2 2026 — Cohu reported Q2 2026 (the 13 weeks to June 27) after the close on July 30. Revenue was $149.0M, +38% y/y and +19% sequen…
1 month ago
AXT (AXTI): Record Quarter, 45% Margin — and a Price That Already Knows
AXT, Inc. (AXTI) Q2 2026 — AXT reported Q2 2026 after the close on July 30. Revenue was $47.6M, +164% y/y and +77% sequentially — the highest quarter…
1 month ago
Amazon (AMZN): The Biggest Beat Ever — and $53B of It Wasn’t Real
Amazon.com, Inc. (AMZN) Q2 2026 — Amazon reported Q2 2026 after the close on July 30. Revenue was $200.6B, +20% y/y, about $4B above consensus. Opera…
1 month ago
Reddit (RDDT): Revenue +61%, Profit Doubled — and the Stock Fell 12%
Reddit, Inc. (RDDT) Q2 2026 — Reddit reported Q2 2026 after the close on July 30. Revenue was $804.9M, +61% y/y — the eighth consecutive quarter abov…
1 month ago
Monolithic Power (MPWR): Record Quarter, +164% AI Revenue — and Cash Flow Went Backwards
Monolithic Power Systems, Inc. (MPWR) Q2 2026 — Monolithic Power Systems reported Q2 2026 after the close on July 30. Revenue was a record $980.6M, +…
1 month ago