Podcast Episodes
Back to SearchAST 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…
5 days, 18 hours 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…
5 days, 19 hours 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 …
5 days, 22 hours 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…
5 days, 23 hours 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…
6 days 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…
6 days ago
Camtek (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…
6 days, 2 hours 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…
6 days, 3 hours 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 …
6 days, 4 hours 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…
6 days, 6 hours ago