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earnings: Archive

Zacks Equity Research

ARM Q1 Earnings Call Highlights AI CPU Demand and Data Center Growth

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

Zacks Equity Research

META Q2 Earnings Call Highlights AI Expansion Strategy

Meta's AI expansion strategy drives improvements across advertising, recommendations and enterprise products as it invests in future growth.

METAPositive Net Change

Zacks Equity Research

ALGN Q2 Earnings Call Highlights Digital Growth Push

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

Zacks Equity Research

SOFI Q2 Earnings Call Highlights Product Expansion and Guidance

SoFi Technologies expands its financial ecosystem with member growth, AI offerings, lending strength and a higher 2026 revenue outlook.

SOFIPositive Net Change

Zacks Equity Research

PG Q4 Earnings Call Highlights Consumer Growth Reset

Procter and Gamble outlines a cautious fiscal 2027 outlook as it targets consumer recovery through innovation, productivity and market share gains.

PGPositive Net Change

Zacks Equity Research

ARCB Q2 Earnings Call Highlights Cost Reset

ArcBest highlights cost resets, pricing gains and technology investments as it targets a simpler, more efficient business amid uneven freight demand.

ARCBNegative Net Change

Zacks Equity Research

WM Q2 Earnings Call Highlights Margin Gains, Volume and Cash Flow

Waste Management highlights margin gains, technology investments and healthcare integration while maintaining profitability guidance despite softer volumes.

WMNegative Net Change

Zacks Equity Research

MSFT Q4 Earnings Call Highlights Azure Momentum and AI Demand

MSFT beats Q4 estimates as Azure grows 43%, Copilot adoption surges, and AI infrastructure expansion fuels strong cloud and enterprise demand.

MSFTPositive Net Change

Zacks Equity Research

Generac Q2 Earnings Call Highlights Data Center Expansion

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

Zacks Equity Research

BSX Q2 Earnings Call Highlights WATCHMAN and EP Pressure

BSX faces WATCHMAN and EP pressures as management cuts outlook while highlighting cost savings and new product catalysts for future growth.

BSXPositive Net Change