Earnings Updates

Ambarella stock rose after fiscal Q2 revenue beat guidance on record edge AI demand, with a raised 5-year market forecast.

Lululemon's GAAP EPS hit $2.92 on a one-time $134.5 million tariff refund, but adjusted EPS fell 34% to $2.06 as guidance got cut hard.

Samsara added 242 new $100,000-plus customers in a single quarter. ARR just crossed $2.1 billion.

Zscaler's Q4 revenue hit $898 million, up 25%, beating the Street's estimate across every metric on the board.

DocuSign's IAM platform jumped to 15.1% of ARR in a single quarter, funding a raised guide and $307 million in buybacks.

Snowflake's product revenue hit 37% growth, seven points faster than two quarters ago, and Snowflake stock jumped 23% on the print.

Broadcom tripled AI revenue to $16.7 billion in one quarter, and management just guided it to $230 billion by 2028.

NetApp beat revenue and EPS estimates by double digits last quarter, with EPS up 66% year over year, yet the stock fell 10.1%.

HPE just posted its first-ever $1+ EPS quarter and orders grew 42%, outpacing 34% revenue growth by a wide margin.

Credo Technology stock fell 4.8% despite beating Q1 fiscal 2027 revenue and EPS estimates, with strong guidance for the next quarter.

GitLab stock surged nearly 20% after beating Q2 earnings estimates and raising full-year guidance on strong bookings growth.

MongoDB added a record $127 million in net-new Atlas dollars in Q2, while EA revenue jumped 36%.

Cardiac Ablation Solutions grew 88% and crossed $2 billion in trailing revenue, years ahead of Medtronic's own timeline.

Dell booked $60.9 billion in AI orders in a single quarter, a company record that dwarfs last year's total.

Palo Alto Networks just crossed $20 billion in RPO for the first time, with NGS ARR up 63% to $9.1 billion.

Grifols missed Q2 revenue estimates by 0.92% and saw sales slip 0.91% year over year, yet EBITDA, EBIT and net income all beat Street forecasts.

IREN stock falls 12% as AI cloud revenue overtakes Bitcoin mining for the first time, despite a $702.6M net loss from hardware impairments.

Elastic's slowing net expansion rate hid an accelerating growth story underneath. Q1 earnings just confirmed it.

Dollar Tree beat EPS estimates by 136%, but $1.31 of the $2.70 print came from tariff refunds alone.

Workday's AI ARR hit $600 million, up over 200% year over year, and it's still only a quarter of new bookings.

Autodesk's Q2 earnings call revealed it: GAAP operating margin guidance just dropped to 25% to 27% on MaintainX.

Best Buy beat on nearly every metric, then flagged a "memory storm" threatening its biggest growth category.

Everpure's Q2 earnings nearly doubled its growth guide. Here's why cash flow didn't come along.

One Okta customer's Claude agent count went from 50 to 1,500 in weeks. Here's what that Q2 earnings detail means for the stock.

Best Buy stock rose after a Q2 earnings beat driven by strong laptop sales, prompting the company to raise its full-year outlook.

HP posted record $15.7 billion Q3 revenue and a 20% EPS beat, but PC margins just hit 4.6%.

Biogen and Regeneron just picked Veeva over Salesforce as revenue grew 18% YoY. Only 2 top 20 holdouts remain, and Veeva likes its odds.

Synopsys beat every guidance line in Q3 and then raised the bar again. The number behind it: $600 million.