#q1-2026-guidance

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#microsoft
Business
from24/7 Wall St.
1 day ago

After Microsoft's Q1 Slide, Are the Bulls Still On Board?

Microsoft's stock is significantly undervalued compared to analyst price targets, despite strong revenue growth and consistent earnings performance.
Business
from24/7 Wall St.
5 days ago

One Analyst Sees Microsoft Soaring 90%. Here's What the Market Might Be Missing

Microsoft shares are undervalued, presenting a potential buying opportunity despite recent declines and market volatility.
Business
from24/7 Wall St.
1 week ago

Microsoft May Have Its Worst Showing in 20 Years. Is It Too Cheap to Ignore?

Microsoft's stock has dropped 25% in Q1 2026, raising concerns about its capital expenditures and growth prospects in AI.
Business
from24/7 Wall St.
1 day ago

After Microsoft's Q1 Slide, Are the Bulls Still On Board?

Microsoft's stock is significantly undervalued compared to analyst price targets, despite strong revenue growth and consistent earnings performance.
Business
from24/7 Wall St.
5 days ago

One Analyst Sees Microsoft Soaring 90%. Here's What the Market Might Be Missing

Microsoft shares are undervalued, presenting a potential buying opportunity despite recent declines and market volatility.
Business
from24/7 Wall St.
1 week ago

Microsoft May Have Its Worst Showing in 20 Years. Is It Too Cheap to Ignore?

Microsoft's stock has dropped 25% in Q1 2026, raising concerns about its capital expenditures and growth prospects in AI.
Startup companies
fromEntrepreneur
1 day ago

This Business Model Is the Hidden Goldmine For Boosting Profits

Done-For-You business models are surging as entrepreneurs seek results without managing every task themselves.
#riot-platforms
Cryptocurrency
fromnews.bitcoin.com
1 day ago

Riot Platforms Sells 3,778 Bitcoin in Q1 2026, Raising $289.5 Million for Data Center Expansion

Riot Platforms sold 3,778 bitcoin in Q1 2026, generating $289.5 million, while improving operational metrics despite a dip in production.
Cryptocurrency
fromnews.bitcoin.com
1 day ago

Riot Platforms Sells 3,778 Bitcoin in Q1 2026, Raising $289.5 Million for Data Center Expansion

Riot Platforms sold 3,778 bitcoin in Q1 2026, generating $289.5 million, while improving operational metrics despite a dip in production.
Venture
from24/7 Wall St.
1 day ago

XOVR Raised $470 Million on the SpaceX Dream but Trails QQQ by 70 Points Over 5 Years

ERShares Private-Public Crossover ETF provides retail investors access to SpaceX and other high-growth companies traditionally reserved for accredited investors.
fromSubstack
5 days ago

Q1 Market Whiplash, Millionaire Tax Strategies and Bitcoin Backed Mortgages - Episode 183

The sharp rise in oil prices and renewed inflation concerns created significant pressure on both stocks and bonds, impacting investor sentiment and market dynamics.
Retirement
#tesla
Toronto startup
frominsideevs.com
3 days ago

Tesla's First Quarter 2026 EV Sales: Analysts Project Modest Gains

Wall Street has reduced Tesla's delivery projections for 2026, while energy storage business is expected to grow significantly.
Toronto startup
frominsideevs.com
3 days ago

Tesla's First Quarter 2026 EV Sales: Analysts Project Modest Gains

Wall Street has reduced Tesla's delivery projections for 2026, while energy storage business is expected to grow significantly.
Tech industry
from24/7 Wall St.
2 days ago

Semianalysis CEO: Google's free cash flow will hit zero next year from AI capex

Google's free cash flow is projected to be nearly zero next year due to massive capital expenditures.
Healthcare
from24/7 Wall St.
3 days ago

Why Raymond James Says Wall Street Is Underestimating UnitedHealth's Earnings Power

Raymond James upgraded UnitedHealth Group to Outperform, citing potential earnings upside and margin improvement at Optum Health.
#stock-market
World news
from24/7 Wall St.
3 days ago

Stock Market Live April 1, 2026: S&P 500 (SPY) Rockets on End of War Hopes

Major stock indices rise amid hopes of ending the war with Iran, while oil prices drop and tech companies face threats from Iran.
Tech industry
from24/7 Wall St.
4 days ago

Live Nasdaq Composite: Stocks Look to Finish Strong in Rocky Q1

Investors are optimistic as major stock averages rise despite ongoing Mideast conflict and high oil prices.
Marketing tech
fromAccounting Today
5 days ago

Growth as infrastructure: Rethinking marketing's role in firm strategy

The operating model that ensured success for firms in the past two decades is inadequate for future sustainability.
Business
from24/7 Wall St.
22 hours ago

Oracle: The $500 Billion Backlog vs. the $125 Billion Debt

Oracle's stock has plummeted 58% despite record revenue growth, raising concerns over its financial stability and workforce reductions.
Retirement
from24/7 Wall St.
2 days ago

Why RWR's 3.4% Yield Looks More Durable Than Most Investors Realize

The SPDR Dow Jones REIT ETF offers a 3.4% dividend yield backed by over 100 REITs, raising questions about income stability across rate cycles.
Tech industry
fromThe Motley Fool
2 days ago

Nasdaq Correction: Buy 2 Trillion-Dollar AI Stocks With 50% Upside, According to Wall Street | The Motley Fool

The Nasdaq Composite correction presents buying opportunities, with Meta Platforms and Broadcom seen as undervalued AI stocks with significant upside potential.
Venture
fromTechCrunch
2 days ago

Startup funding shatters all records in Q1 | TechCrunch

Global startup investment reached $297 billion in Q1 2026, driven by four record-breaking deals, significantly surpassing previous funding levels.
fromwww.housingwire.com
3 days ago

ERA President doubles down on M&A as core growth engine

ERA has structured its recruitment model around four growth pathways; increasing existing agent productivity, recruiting outside agents, adding ancillary revenue streams, such as mortgage and title, and pursuing M&A. The approach has found traction among brokers who view the brand as a vehicle for expansion rather than a simple flag-planting exercise.
Real estate
#ai
fromTechCrunch
3 days ago
Venture

It's not your imagination: AI seed startups are commanding higher valuations | TechCrunch

AI companies are experiencing inflated valuations and seed rounds due to high investor interest and competition.
Venture
fromTechCrunch
3 days ago

It's not your imagination: AI seed startups are commanding higher valuations | TechCrunch

AI companies are experiencing inflated valuations and seed rounds due to high investor interest and competition.
Business
from24/7 Wall St.
1 day ago

Investors Chasing AI Hardware Gains May Want to Rethink ARTY Before Adding More Exposure

The iShares Future AI & Tech ETF (ARTY) has not reflected the explosive earnings growth in the semiconductor sector.
Venture
fromFortune
2 days ago

The SpaceX IPO is great - but it won't deliver 100x returns | Fortune

SpaceX's IPO reflects a shift in market dynamics, emphasizing access to capital and growth over traditional public listing benefits.
#nvidia
Tech industry
from24/7 Wall St.
3 days ago

Nvidia vs Broadcom: Which AI Stock Will Make You More Money

Nvidia and Broadcom reported significant AI-driven revenue growth, with Nvidia focusing on GPUs and Broadcom on custom silicon.
Venture
from24/7 Wall St.
3 days ago

Nvidia commits billions to Lumentum, Synopsys, Nokia, XAI, OpenAI, Intel in March alone

Nvidia is investing heavily to build the operating system for the AI economy, not just a chip company.
Tech industry
from24/7 Wall St.
3 days ago

Nvidia vs Broadcom: Which AI Stock Will Make You More Money

Nvidia and Broadcom reported significant AI-driven revenue growth, with Nvidia focusing on GPUs and Broadcom on custom silicon.
Venture
from24/7 Wall St.
3 days ago

Nvidia commits billions to Lumentum, Synopsys, Nokia, XAI, OpenAI, Intel in March alone

Nvidia is investing heavily to build the operating system for the AI economy, not just a chip company.
fromRAIN News
2 weeks ago

RAIN Notes: March 17

Audacy continues its focus on sports as a productive venue for advertisers. Following up its study titled Audio and Podcasts: Best Venues for Consumer Engagement in Sports, the company now announces a webinar event on March 23 at 2pm ET. As with the previous release, 'avidity' will be discussed as the most important currency in sports marketing.
Podcast
Business
from24/7 Wall St.
1 day ago

Walmart Price Prediction: Steady Growth Makes Analysts Bullish

Walmart's stock is projected to reach $130.57 in 12 months, reflecting a 5.7% upside with strong eCommerce and advertising growth.
Retirement
from24/7 Wall St.
6 days ago

How Much You Actually Need to Replace a $75K Salary With Dividends in 2026

Dividend stocks can replace a $75,000 salary through strategic investment and reinvestment of dividends.
#earnings-report
Marketing tech
fromAol
3 weeks ago

Adobe (ADBE) Q1 2026 Earnings Call Transcript

Adobe reported strong earnings with GAAP EPS of $4.60 (11% YoY growth) and Non-GAAP EPS of $6.06 (19% YoY growth), while planning to acquire Semrush pending regulatory approval.
Business
from24/7 Wall St.
2 days ago

What Wall Street Expects From These 3 Food Giants After Mixed Earnings

Cal-Maine Foods shows positive earnings, while Conagra and Lamb Weston face significant challenges despite some headline figures.
Marketing tech
fromAol
3 weeks ago

Adobe (ADBE) Q1 2026 Earnings Call Transcript

Adobe reported strong earnings with GAAP EPS of $4.60 (11% YoY growth) and Non-GAAP EPS of $6.06 (19% YoY growth), while planning to acquire Semrush pending regulatory approval.
Business
from24/7 Wall St.
2 days ago

What Wall Street Expects From These 3 Food Giants After Mixed Earnings

Cal-Maine Foods shows positive earnings, while Conagra and Lamb Weston face significant challenges despite some headline figures.
Marketing tech
fromAol
2 weeks ago

comScore (SCOR) Q4 2025 Earnings Call Transcript

comScore eliminated preferred dividend obligations through recapitalization, launched CCM for cross-platform measurement, and invested in AI measurement capabilities while managing expenses and planning 2026 partnership expansions.
Business
from24/7 Wall St.
1 day ago

Intel Climbs 4% as AI Hardware Momentum and Fab Buyback Make the Bull Case Hard to Dismiss

Intel's stock rises due to a significant buyback and growth in AI hardware, reflecting strong financial health and operational autonomy.
Tech industry
from24/7 Wall St.
5 days ago

Wall Street Sees Plenty of Upside in Micron Despite the Recent Dip

Micron Technology's stock price is significantly lower than the Wall Street consensus price target, indicating potential investment opportunities or risks.
Business
from24/7 Wall St.
2 days ago

A Soaring AI Standout Is Eyeing a 2026 U.S. Listing. Its Next Act Could Be Bigger

International stocks, particularly in South Korea, have outperformed U.S. markets, with SK Hynix leading the charge in memory chip innovation.
Business
from24/7 Wall St.
1 day ago

Do Not Build a Retirement Portfolio in 2026 Without at Least One of These 3 Dividend Kings

Dividend King stocks are essential for portfolios, especially retirement ones, providing stability and potential growth amid market fluctuations.
Business intelligence
from24/7 Wall St.
4 weeks ago

2 Top Growth Stocks to Buy, And 1 to Sell Right Away

Three lesser-known stocks warrant portfolio consideration: HubSpot presents a buying opportunity with strong earnings growth and reasonable valuation, Sanmina offers exposure to critical infrastructure, while a third company should be avoided to free capital for better opportunities.
Real estate
fromwww.housingwire.com
3 weeks ago

UWM raises 2026 revenue guidance ahead of Two Harbors vote

UWM is achieving nine-figure revenue run rates from new services while AI investments enable handling 2-3x current volume without proportional staffing increases.
Business
from24/7 Wall St.
2 days ago

Amazon Is Wells Fargo's Top Internet Pick for 2026

Wells Fargo raised Amazon's price target to $305, citing AWS revenue growth and improved free cash flow as key factors.
#financial-performance
Business
from24/7 Wall St.
2 days ago

Nio Price Prediction: Where Will The Auto Stock Be In 2030?

NIO Inc. achieved its first quarterly GAAP net profit in Q4 2025, raising questions about its recovery in a competitive market.
Business
from24/7 Wall St.
2 days ago

Meta Platforms Price Target Trimmed by Wells Fargo

Wells Fargo lowered Meta's price target to $765, maintaining an Overweight rating, citing macro uncertainty but an attractive risk/reward for investors.
Business
from24/7 Wall St.
4 days ago

ONEQ Is Down 10% in 2026 and Nvidia Holds the Key to What Comes Next

Fidelity Nasdaq Composite Index ETF is down 10% year-to-date, influenced by rising 10-year Treasury yields affecting growth stock valuations.
Marketing tech
fromAol
1 month ago

Nexxen (NEXN) Q4 2025 Earnings Call Transcript

Q4 2026 revenue declined due to reduced DSP customer spending, non-programmatic weakness, competitive CPMs, tariffs, and absent political advertising, but January-February 2026 showed strongest historical demand with positive year-to-date trends.
#amd
Business
from24/7 Wall St.
3 days ago

Wall Street Flags Advanced Micro Devices as a Buy Before Earnings

AMD is gaining institutional interest with a positive outlook driven by strong demand for EPYC server CPUs and upcoming AI GPU announcements.
Business
from24/7 Wall St.
5 days ago

AMD vs Intel: Which Stock Will Lead in 2026?

AMD outperformed Intel in Q4 2025 with record revenue and strong AI momentum, while Intel faced losses and declining revenue.
#nike
Business
from24/7 Wall St.
3 days ago

Nike's China Reset Will Take 4 Quarters - Wall Street Is Done Waiting

Nike stock faces significant analyst downgrades and a prolonged recovery in China, leading to a 14.44% drop in early trading.
Business
fromFast Company
3 days ago

Nike stock is falling today. What the footwear brand said that has investors worried about the rest of 2026

Nike's recent earnings report showed mixed results, leading to a significant drop in stock prices despite beating revenue and earnings expectations.
Business
from24/7 Wall St.
3 days ago

Nike's China Reset Will Take 4 Quarters - Wall Street Is Done Waiting

Nike stock faces significant analyst downgrades and a prolonged recovery in China, leading to a 14.44% drop in early trading.
Business
fromFast Company
3 days ago

Nike stock is falling today. What the footwear brand said that has investors worried about the rest of 2026

Nike's recent earnings report showed mixed results, leading to a significant drop in stock prices despite beating revenue and earnings expectations.
#semiconductors
Business
from24/7 Wall St.
2 days ago

3Fourteen's Pies: AI and semis are 'where the underlying strength is'

The semiconductor sector is experiencing unprecedented demand driven by AI and data center growth.
Business
from24/7 Wall St.
5 days ago

XSD Investors: Intel's Foundry Losses and AI Spending Are the Signals to Watch

XSD faces an AI demand boom against supply friction and macro uncertainty, impacting semiconductor investments significantly.
Business
from24/7 Wall St.
2 days ago

3Fourteen's Pies: AI and semis are 'where the underlying strength is'

The semiconductor sector is experiencing unprecedented demand driven by AI and data center growth.
Business
from24/7 Wall St.
5 days ago

XSD Investors: Intel's Foundry Losses and AI Spending Are the Signals to Watch

XSD faces an AI demand boom against supply friction and macro uncertainty, impacting semiconductor investments significantly.
Marketing tech
fromThe Motley Fool
1 month ago

Nexxen (NEXN) Q4 2025 Earnings Call Transcript | The Motley Fool

Q4 contribution ex-TAC declined 7% year-over-year to $97.8 million, while data products surged 51%, reflecting mixed performance across programmatic, CTV, and video segments.
Tech industry
from24/7 Wall St.
4 weeks ago

HPE, Oracle, and Adobe Earnings Coming Next Week

Three major tech companies report earnings this week with distinct narratives: HPE's Juniper acquisition integration, Oracle's revenue execution amid capex concerns, and Adobe's AI monetization strategy.
Business
from24/7 Wall St.
3 days ago

Wall Street Says Buy CrowdStrike And Watch It Gain $100 This Year

CrowdStrike Holdings is rated Buy with a $500 target, aiming for $10 billion in annual recurring revenue in a $150 billion market.
fromDigiday
1 month ago

Omnicom's lack of surprises in its 2025 earnings is both a good and bad thing

It was wise of Omnicom to report its fourth-quarter and full-year 2025 earnings after the market closed on Wednesday, since its stock gained in after-hours trading - unlike Publicis, which got walloped by traders after its quite positive financial results. However, its results were neither spectacularly good nor terribly bad, with 2025 revenue up 10%, thanks in part to including one month of revenue from Interpublic Group, which it finished absorbing at the end of November. Foreign exchange values also goosed the revenue by $125 million, bringing total revenue for the year to $17.3 billion.
Media industry
#ge-aerospace
Business
from24/7 Wall St.
2 days ago

GE Aerospace Is Down 14% This Month While Its $190 Billion Backlog Keeps Growing

GE Aerospace faces bearish sentiment despite strong financial results due to geopolitical threats affecting investor confidence.
Business
from24/7 Wall St.
4 days ago

Wall Street Split on GE Aerospace as Daiwa Sets $301 Target and Flags High Expectations

Daiwa initiated coverage of GE Aerospace with a Neutral rating and a $301 price target, citing high expectations and risks from elevated jet fuel prices.
Business
from24/7 Wall St.
2 days ago

GE Aerospace Is Down 14% This Month While Its $190 Billion Backlog Keeps Growing

GE Aerospace faces bearish sentiment despite strong financial results due to geopolitical threats affecting investor confidence.
Business
from24/7 Wall St.
4 days ago

Wall Street Split on GE Aerospace as Daiwa Sets $301 Target and Flags High Expectations

Daiwa initiated coverage of GE Aerospace with a Neutral rating and a $301 price target, citing high expectations and risks from elevated jet fuel prices.
fromwww.housingwire.com
1 month ago

Hovnanian recalibrates amid a shift to a higher-margin mix

K. Hovnanian, remaining committed to a pace-over-price philosophy, relied on heightened incentives to clear inventory, pushing homebuilding gross profit margins to 13.4%, 490 basis points lower than a year earlier. The comparison is difficult, mainly because we've offered even greater incentives this year to maintain sales pace, which has driven much of the year-over-year decline in profit.
Real estate
Business
from24/7 Wall St.
3 days ago

Wall Street Turns Tactical on Constellation Brands With $170 Target Into Earnings

Constellation Brands received a tactical boost from Evercore ISI, highlighting potential revenue growth and maintaining an Outperform rating with a $170 price target.
Business
from24/7 Wall St.
3 days ago

Tilray Sinks 4%: 3 Reasons the Market Isn't Impressed Despite Record Q3 Revenue

Tilray's stock declined despite record Q3 results due to EPS miss and ongoing dilution concerns.
Real estate
fromwww.housingwire.com
1 month ago

Longbridge Financial nearly doubles Q4 2025 profit

Ellington Financial's reverse mortgage subsidiary Longbridge nearly doubled quarterly profits to $16.4 million, driven by higher origination volumes, strong margins, and securitization gains, offsetting parent company earnings pressure.
Business
from24/7 Wall St.
3 days ago

Visa Is Down 14% This Year While Analysts See 33% Upside From Here

Visa shares are down 14% year to date despite strong quarterly performance, attracting attention on r/stocks for trading near 52-week lows.
Business
fromThe Motley Fool
3 days ago

Is This the Bottom for Alphabet Stock's Dip in 2026? | The Motley Fool

Alphabet's stock surged nearly 5% as investors speculate whether the recent pullback has reached its bottom.
US news
fromBusiness Insider
2 months ago

Earnings season is here, and there's one big wild card

Major banks' earnings will reveal dealmaking rebound, credit risks, AI impacts, and potential effects from Trump's affordability agenda on consumers and markets.
from24/7 Wall St.
1 month ago

Live Earnings: Will Dell Technologies (DELL) Spike After Q4 Results

Last quarter, Dell posted revenue of $27.0 billion, a slight miss against consensus, but non-GAAP EPS of $2.59 beat estimates. The real headline was the AI server business, where management highlighted record AI server orders and significant year-to-date demand.
Tech industry
Business
from24/7 Wall St.
4 days ago

Wall Street Cuts Lincoln Electric as Industrial Recovery Already Priced In

Jefferies downgraded Lincoln Electric from Buy to Hold, citing limited upside due to industrial recovery already reflected in estimates.
Venture
from24/7 Wall St.
1 month ago

The Trade Desk Tops Q4 Estimates but Tumbles as Weak Q1 Guidance Spooks Investors

Trade Desk beat Q4 revenue expectations but issued weak Q1 guidance implying 10% growth, disappointing investors who viewed high-teens growth as critical to the stock's recovery.
Business
from24/7 Wall St.
4 days ago

Vertiv Downgraded as Wall Street Cites Too Lofty Expectations

Jefferies downgraded Vertiv Holdings from Buy to Hold, citing overly optimistic margin assumptions and execution risks in consensus models.
from24/7 Wall St.
4 days ago

Wall Street Downgrades Procter & Gamble Amid Iran War Cost Pressures and More

TD Cowen reduced estimates across the household and personal care space, arguing that companies will be unable to fully mitigate higher oil-related input costs stemming from the Iran war.
Business
Business
from24/7 Wall St.
4 days ago

Biotech Stocks Are Up About 35% in the Past Year and Analysts Say the Biggest Gains Are Still Ahead

The biotech sector is projected to grow significantly due to lower borrowing costs and increased M&A activity.
Business
from24/7 Wall St.
4 days ago

Fidelity Blue Chip Growth Is Down 11.67% in 2026. What Comes Next Depends on This.

Fidelity Blue Chip Growth ETF has declined 11.67% year-to-date, impacted by macroeconomic factors and heavy concentration in mega-cap stocks.
Apple
from24/7 Wall St.
2 months ago

2 Growth Stocks With Big Catalysts in 2026

The S&P 500 began 2026 resilient amid macro shocks, and long-term investors should consider AI-driven growth leaders like Apple for potential upside.
Business
from24/7 Wall St.
4 days ago

This 1 Tech Stock is Worth Buying Hand-Over-Fist, Even in This Environment

Arm Holdings is positioned to thrive due to a critical mismatch in tech components, particularly in battery efficiency and capacity.
Business
from24/7 Wall St.
4 days ago

Up 32% in 2026, How High Can SOFI Stock Go This Year?

SoFi Technologies shows potential for growth with a price target of $17.98, despite recent stock volatility and a significant drop in share price.
Business
from24/7 Wall St.
5 days ago

Peloton Gains and Loses 5% Amid Improving Margins and Commercial Pivot

Peloton's stock experienced volatility due to margin expansion, a shift to commercial gyms, and new leadership signaling a potential turnaround.
Business
from24/7 Wall St.
5 days ago

Wall Street Upgrades Celsius Holdings: Costco Fear Overdone and the Franchise Is Still Growing

Celsius Holdings upgraded to Buy by Deutsche Bank, citing oversold conditions despite competition concerns from Costco.
from24/7 Wall St.
5 days ago

Guggenheim Raises AstraZeneca Price Target Ahead of Q1 Earnings

Guggenheim analyst Seamus Fernandez raised his firm's price target on AstraZeneca to 16,500 GBp from 16,000 GBp, maintaining a Buy rating after updating the firm's model ahead of Q1 earnings.
Business
Business
from24/7 Wall St.
5 days ago

1 Top Stock to Buy for the 'Quantum Advantage' in the 2030s

Investors are currently disinterested in quantum computing stocks, which have significantly declined, but opportunities may arise during such downturns.
Business
fromFortune
6 days ago

One AI bubble has already burst. The next one-a 'rare' kind-is still growing, economist warns | Fortune

The AI stock bubble has burst, with inflated valuations now decreasing, reflecting a significant shift in the tech sector's financial landscape.
fromBarchart.com
2 months ago

What to Expect From Snap-on's Q4 2025 Earnings Report

Want to use this as your default charts setting? Save this setup as a Chart Templates
Business intelligence
Real estate
fromwww.housingwire.com
1 month ago

Q4 2025 company earnings in mortgage, real estate, homebuilding

Publicly traded mortgage, real estate and homebuilder firms showed mixed Q3 2025 performance: volume gains, revenue growth, narrowed losses, record quarters and strategic transactions.
Business
from24/7 Wall St.
1 week ago

MIDD's $3.3B Restructuring: A Leaner Company Chasing a Higher Stock Price

Middleby Corporation is undergoing significant restructuring, including a divestiture and upcoming spin-off, but its stock has declined 15.53% recently.
Business
from24/7 Wall St.
2 weeks ago

Accenture Stock Gets 2 Price Target Cuts Today - Is the AI Revenue Story Falling Apart?

Accenture's strong earnings and record bookings contrast with a significant stock decline, raising concerns about AI's impact on IT consulting revenue.
Business
fromFortune
2 weeks ago

The SEC may be about to blow up the quarterly earnings cycle. Here's why CFOs are nervous. | Fortune

CFOs may need to adapt to potential SEC proposal allowing semiannual financial reporting instead of quarterly, impacting investor relations and governance.
#revenue-growth
Business
fromAol
3 weeks ago

SenesTech (SNES) Q4 2025 Earnings Call Transcript

SenesTech achieved double-digit revenue and gross margin growth in fiscal 2025, with expansion plans in e-commerce, retail partnerships, and international markets while pursuing CEO succession.
Business
fromAol
3 weeks ago

SenesTech (SNES) Q4 2025 Earnings Call Transcript

SenesTech achieved double-digit revenue and gross margin growth in fiscal 2025, with expansion plans in e-commerce, retail partnerships, and international markets while pursuing CEO succession.
Business
from24/7 Wall St.
3 weeks ago

Guggenheim analyst predicts Oracle free cash flow 'waterfall' in fiscal 29-30

Oracle's massive $50 billion annual capex investment and negative free cash flow today will convert into substantial cash generation in fiscal 2029-2030 as contracted AI infrastructure revenue materializes from a $553 billion backlog.
Business
from24/7 Wall St.
3 weeks ago

Applied Materials Q1 2026 Free Cash Flow Hit $1.04 Billion, So Why Is the Stock Sliding

Applied Materials faces valuation debate as stock declines 11% despite strong earnings guidance, with bulls citing AI semiconductor demand and bears questioning peak-cycle pricing amid revenue decline.
fromFlowingData
2 months ago

Word mentions in quarterly earnings calls

Earnings-call word usage shows increased emphasis on growth in Q3 versus Q2, decreased mentions of tariffs and uncertainty, and slope of highlighted words represents change in usage between quarters.
Business
Business
fromAol
1 month ago

Lee Enterprises LEE Q1 2026 Earnings Transcript

Company improved profitability and strengthened the balance sheet via digital revenue growth, cost reductions, an equity raise, and substantial interest-rate savings.
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