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earnings: Archive
ARM Q1 Earnings Call Highlights AI CPU Demand and Data Center Growth
by Zacks Equity Research
Arm Holdings' record fiscal Q1 highlights surging AI CPU demand, data center growth and customer momentum as it scales its compute platform across AI infrastructure and edge devices.
ARMNegative Net Change
computers earnings semiconductor
META Q2 Earnings Call Highlights AI Expansion Strategy
by Zacks Equity Research
Meta's AI expansion strategy drives improvements across advertising, recommendations and enterprise products as it invests in future growth.
METAPositive Net Change
earnings
ALGN Q2 Earnings Call Highlights Digital Growth Push
by Zacks Equity Research
ALGN highlights record clear aligner volumes, digital workflow expansion and margin gains while balancing scanner pricing pressures and long-term growth plans.
ALGNPositive Net Change
earnings medical-devices
SOFI Q2 Earnings Call Highlights Product Expansion and Guidance
by Zacks Equity Research
SoFi Technologies expands its financial ecosystem with member growth, AI offerings, lending strength and a higher 2026 revenue outlook.
SOFIPositive Net Change
earnings finance
PG Q4 Earnings Call Highlights Consumer Growth Reset
by Zacks Equity Research
Procter and Gamble outlines a cautious fiscal 2027 outlook as it targets consumer recovery through innovation, productivity and market share gains.
PGPositive Net Change
earnings
ARCB Q2 Earnings Call Highlights Cost Reset
by Zacks Equity Research
ArcBest highlights cost resets, pricing gains and technology investments as it targets a simpler, more efficient business amid uneven freight demand.
ARCBNegative Net Change
earnings transportation
WM Q2 Earnings Call Highlights Margin Gains, Volume and Cash Flow
by Zacks Equity Research
Waste Management highlights margin gains, technology investments and healthcare integration while maintaining profitability guidance despite softer volumes.
WMNegative Net Change
earnings
MSFT Q4 Earnings Call Highlights Azure Momentum and AI Demand
by Zacks Equity Research
MSFT beats Q4 estimates as Azure grows 43%, Copilot adoption surges, and AI infrastructure expansion fuels strong cloud and enterprise demand.
MSFTPositive Net Change
computers earnings software
Generac Q2 Earnings Call Highlights Data Center Expansion
by Zacks Equity Research
GNRC's data center push gains momentum as backlog hits $1.6B, capacity expands and 2026 outlook stays intact amid strong C&I demand.
GNRCPositive Net Change
earnings
BSX Q2 Earnings Call Highlights WATCHMAN and EP Pressure
by Zacks Equity Research
BSX faces WATCHMAN and EP pressures as management cuts outlook while highlighting cost savings and new product catalysts for future growth.
BSXPositive Net Change
earnings medical-devices