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earnings: Archive

Zacks Equity Research

Uber Q2 Earnings Call Centers on AV Scale and Platform Growth

UBER's Q2 call spotlights AV scale, 22% bookings growth and widening profitability, alongside stronger mobility and cross-platform engagement.

UBERPositive Net Change

Zacks Equity Research

DASH Q2 Earnings Call Puts Investment Discipline in Focus

DoorDash says faster growth and better unit economics are funding DashPass, AI, autonomy, merchant services and its global technology platform.

DASHPositive Net Change

Zacks Equity Research

LLY Q2 Earnings Call Raises Outlook as Foundayo Gains Traction

Lilly lifts its 2026 outlook as Foundayo adoption accelerates, Medicare expands obesity access and retatrutide advances toward a 2027 filing.

LLYNegative Net Change

Zacks Equity Research

Dutch Bros Q2 Earnings Call Highlights Traffic and Higher Guidance

BROS' Q2 call highlights sustained traffic growth, higher 2026 guidance and expansion gains as food and digital tools broadened customer occasions.

BROSNegative Net Change

Zacks Equity Research

ALTO Q2 Earnings Call Highlights Margin Recovery and 45Z Focus

Alto Ingredients' Q2 call highlights four straight profitable quarters, stronger crush margins, Pekin capacity gains and at least $15 million in 45Z income.

ALTONegative Net Change

Zacks Equity Research

SITM Q2 Earnings Call Points to AI Growth and TPD Upside

SiTime sees AI infrastructure and TPD fueling a sharp Q3 revenue step-up as rising timing content and longer orders improve visibility into 2027.

SITMNegative Net Change

Zacks Equity Research

Shopify Q2 Earnings Call Spotlights AI Commerce and Growth

SHOP's Q2 call highlights agentic commerce, AI-driven order growth and expanding payments, backed by broad GMV gains and operating leverage.

SHOPNegative Net Change

Zacks Equity Research

SYM Q3 Earnings Call Puts Margin Gains and Expansion in Focus

SYM's Q3 call spotlighted margin gains, steady Q4 expansion and a broader product set, with major inflections expected in fiscal 2027 and early 2028.

SYMPositive Net Change

Zacks Equity Research

DAVE's Q2 Earnings Call Highlights CashAI-Led Growth Push

Dave raises its 2026 outlook as CashAI v6, higher ExtraCash limits and heavier marketing fuel growth, while credit losses and margins improve.

DAVEPositive Net Change

Zacks Equity Research

VECO Q2 Earnings Call Ties 2027 Growth to Capacity Spending

Veeco's $200 million advanced packaging orders and capacity build set the stage for a 2027 ramp in AI-linked markets despite near-term margin pressure.

VECOPositive Net Change