The headline gap between fourth-quarter GAAP earnings of USD 1.19 per share and non-GAAP earnings of USD 1.74 per share shows how much adjustment sits in the numbers, with gross margin at 38.5% on a GAAP basis and 40.2% non-GAAP. Calendar consensus of USD …
SolarEdge Technologies (NASDAQ:SEDG) reported second-quarterGAAPrevenue of USD 346.2 million, a GAAP operating loss of USD 16.0 million and a non-GAAP operating profit of USD 10.2 million, with cash of USD 527.3 million. The third-quarter revenue guide midpoint of USD 325 million is about 6% …
Wayfair (NYSE:W) reported U.S. net revenue of USD 3,125 million, up 8.7%, and total net revenue of USD 3,519 million, up 7.5%. Adjusted EBITDA margin was 6.9% and free cash flow was USD 301 million. Published market coverage said the shares jumped 15.8% after …
A 21.8% implied move is the largest among the major November 4 and 5 reports reviewed, reflectingLeverageand the sensitivity of earnings to fleet costs, used-car values and rental demand. A small change in depreciation per unit can move profit by a large amount. Management …
The company makes optical transceivers and lasers that convert electrical signals into light for links between switches and servers in data centers. AI clusters need faster links, soDemandshifts toward higher-speed modules, and each new product generation must pass customer qualification beforeVolumeorders arrive. A ramp …
The first quarter guide midpoint of USD 1.71 billion sits about 3% below fourth quarter revenue, our arithmetic, partly because Data Center revenue is expected to fall about 17% in fiscal 2027 as customers move to cloud. Management guided a 6.5% GAAPOperating Marginfor the …
The third quarter revenue midpoint of USD 736.5 million is about 5.8% above the second quarter, our arithmetic on two company figures. The non-GAAP operatingMarginimplied by the guide is about 17.6%, up from 13.8%, which would reflect lowerPayrollafter theJobcuts, again our arithmetic. Gross margin …
Customers buy body cameras, TASER devices and drones, then subscribe to cloud software for evidence storage, records and real-time awareness on multi-year contracts. That is why bookings of USD 15.1 billion matter: they convert into revenue over time, and the company said it expects …
Key HighlightsIonQ (NYSE:IONQ) reports third quarter 2026 results on Thursday, November 5, 2026, after the close, with a call at 4:30 p.m. ET, after second quarterRevenueof USD 80.1 million, up 287%.IonQ (NYSE:IONQ) raised 2026 revenue guidance to USD 280 million to USD 290 million, …
Key HighlightsTeraWulf (NASDAQ:WULF) will issue third quarter 2026 results on Friday, November 6, 2026, before a conference call at 8:00 a.m. ET, after second quarterRevenueof USD 44.8 million.HPCLeaserevenue was USD 31.9 million, about 71% of the second quarter total, while digital asset revenue fell …