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Zacks Equity Research

Cogent Incurs Narrower-Than-Expected Q2 Loss Despite Lower Revenues

CCOI beats Q2 earnings estimates despite a revenue miss as weakness in Sprint Wireline and off-net services offset growth in on-net and wavelength offerings.

CCOIPositive Net Change ADIPositive Net Change AMATPositive Net Change KEYSPositive Net Change

Zacks Equity Research

BLZE Q2 Earnings Call Focuses on CoreWeave and AI Storage

Backblaze's Q2 beat and higher 2026 outlook highlight AI storage growth, with the $335M CoreWeave deal adding multi-year visibility.

BLZEPositive Net Change

Zacks Equity Research

DDOG Q2 Earnings Call Highlights Broad Growth Amid Customer Usage Drop

Datadog posted 36% revenue growth as AI and non-AI demand accelerated, while guidance was derisked for lower usage at its largest customer.

DDOGNegative Net Change

Zacks Equity Research

CMRC Q2 Earnings Call Flags Softer B2C Demand, Outlook Cut

CMRC cut its 2026 outlook as B2C replatforming and partner revenues softened, while shifting investment to AI, payments and product intelligence.

CMRCPositive Net Change

Zacks Equity Research

ETSY Q2 Earnings Call Lifts Outlook and Refocuses Teams

Etsy lifts its 2026 growth outlook as search, personalization and marketing improve GMS, while restructuring targets faster product execution.

ETSYPositive Net Change

Zacks Equity Research

BCE's Q2 Earnings Beat Estimates on Ziply Fiber & Media Momentum

BCE's Q2 earnings and revenue rose as Ziply Fiber, Bell Media and AI services offset weaker product sales and higher investment spending.

BCEPositive Net Change TUPositive Net Change RCIPositive Net Change LUMNPositive Net Change

Zacks Equity Research

PAYC Q2 Earnings Call Centers on Automation and Raised Outlook (Revised)

Paycom's broad-based Q2 beat, automation savings and product expansion drove a higher 2026 revenue and EBITDA outlook, with free cash flow above $650 million.

PAYCPositive Net Change

Zacks Equity Research

Sea Limited's Q2 Earnings Ahead: What's in Store for the Stock?

SE heads into Q2 earnings with strong revenue growth prospects, while investments and credit provisions may pressure profitability.

SENegative Net Change ADIPositive Net Change AMATPositive Net Change KCPositive Net Change

Zacks Equity Research

Aware Stock Up Post Q2 Earnings Despite Revenue Decline, Wider Loss

AWRE is reshaping its business around biometric SaaS in second-quarter 2026, as subscription growth and federal demand offset weakness in perpetual licenses.

AWRENo Net Change

Zacks Equity Research

HUBS Q2 Earnings Call Highlights AI Pivot and Budget Pressure

HubSpot is widening AI trials and lowering entry prices to spur adoption, even as longer sales cycles and budget scrutiny pressure near-term growth.

HUBSPositive Net Change