Qnity Electronics press release ( Q ): Q1 Non-GAAP EPS of $1.08 beats by $0.16 . Revenue of $1.32B (+17.9% Y/Y) beats by $50M . Adjusted Operating EBITDA (1) of $411 million, up 22% year-over-year. Raises full year 2026 financial guidance across all metrics Guidance for Full Year 2026 Qnity is raising full‑year guidance based on strong first‑quarter performance and continued near‑term momentum. Qn...
Qnity Electronics press release ( Q ): Q1 Non-GAAP EPS of $1.08 beats by $0.16 . Revenue of $1.32B (+17.9% Y/Y) beats by $50M . Adjusted Operating EBITDA (1) of $411 million, up 22% year-over-year. Raises full year 2026 financial guidance across all metrics Guidance for Full Year 2026 Qnity is raising full‑year guidance based on strong first‑quarter performance and continued near‑term momentum. Qnity’s full year 2026 guidance (3) is as follows: Net Sales $5.225B - $5.375B vs. $5.12B consensus (prior $4.97B - $5.17B) Adjusted Operating EBITDA $1.535B - $1.625B Adjusted EPS $3.80 - $4.14 vs. $3.81 consensus (prior $3.55 to $3.95) Adjusted Free Cash Flow $500M - $600M Click to enlarge More on Qnity Electronics Qnity Electronics: An Under The Radar Gem From DuPont's Spin-Off Qnity Electronics, Inc. 2025 Q4 - Results - Earnings Call Presentation Qnity Electronics, Inc. (Q) Q4 2025 Earnings Call Transcript 19 of 20 S&P 500 tech companies beat EPS estimates: Earnings scorecard Apple adds Cirrus Logic, Bosch, others to American Manufacturing Program
T1 Energy press release ( TE ): Q1 GAAP EPS of $0.01 beats by $0.15 . Revenue of $177.45M (+232.0% Y/Y) beats by $66.88M . Shares +6% PM. More on T1 Energy T1 Energy: Bridge Year Masks Long-Term Upside Potential T1 Energy: Solar, AI, And Load Growth T1 Energy Inc. 2025 Q4 - Results - Earnings Call Presentation T1 Energy prices upsized $160M senior convertible notes T1 Energy announces $125M propos...
T1 Energy press release ( TE ): Q1 GAAP EPS of $0.01 beats by $0.15 . Revenue of $177.45M (+232.0% Y/Y) beats by $66.88M . Shares +6% PM. More on T1 Energy T1 Energy: Bridge Year Masks Long-Term Upside Potential T1 Energy: Solar, AI, And Load Growth T1 Energy Inc. 2025 Q4 - Results - Earnings Call Presentation T1 Energy prices upsized $160M senior convertible notes T1 Energy announces $125M proposed public offering
US business leaders accompanying President Donald Trump on his visit to Beijing will be given the opportunity to mingle with their Chinese counterparts at an exclusive international business club, according to sources. On Monday, the White House released a list naming dozens of business chiefs accompanying Trump, including high-profile figures such as Tesla chief executive Elon Musk and Apple’s Ti...
US business leaders accompanying President Donald Trump on his visit to Beijing will be given the opportunity to mingle with their Chinese counterparts at an exclusive international business club, according to sources. On Monday, the White House released a list naming dozens of business chiefs accompanying Trump, including high-profile figures such as Tesla chief executive Elon Musk and Apple’s Tim Cook. Two sources familiar with the arrangement said the Capital Club Beijing has been reserved...
Millicom International Cellular S.A. press release ( TIGO ): Q1 Net profit $109 million Revenue of $1.99B (+45.3% Y/Y) beats by $20M . More on Millicom International Cellular S.A. Millicom's Next Growth Is Built On Colombian Simplicity And Chilean Optionality Millicom: The New And Better Telefonica Latam Millicom: The Acquisition Playbook That Could Unlock $330M In Incremental EFCF Europe's teleco...
Millicom International Cellular S.A. press release ( TIGO ): Q1 Net profit $109 million Revenue of $1.99B (+45.3% Y/Y) beats by $20M . More on Millicom International Cellular S.A. Millicom's Next Growth Is Built On Colombian Simplicity And Chilean Optionality Millicom: The New And Better Telefonica Latam Millicom: The Acquisition Playbook That Could Unlock $330M In Incremental EFCF Europe's telecoms are dominating the foreign communication services' Quant rankings Sphere Entertainment, Orange come out on top in communication services quant picks ahead of Q1 earnings
Our cartoonist on the Premier League title potentially being decided by a lengthy VAR check after grappling Buy this cartoon here | His favourites from 2025 And his latest book, Chaos in the Box: get it now Continue reading...
Our cartoonist on the Premier League title potentially being decided by a lengthy VAR check after grappling Buy this cartoon here | His favourites from 2025 And his latest book, Chaos in the Box: get it now Continue reading...
More than 20 years after it redefined fast shipping, Amazon is preparing to raise the bar on consumer expectations again by offering to fulfill customers' most urgent product needs in a half-hour or less for an extra fee. The company, which revolutionized online shopping in 2005 with two-day deliveries for Prime members, is rapidly opening small order-processing hubs in dozens of U.S. and foreign ...
More than 20 years after it redefined fast shipping, Amazon is preparing to raise the bar on consumer expectations again by offering to fulfill customers' most urgent product needs in a half-hour or less for an extra fee. The company, which revolutionized online shopping in 2005 with two-day deliveries for Prime members, is rapidly opening small order-processing hubs in dozens of U.S. and foreign cities to cater to shoppers who can't or don't want to wait for cough medicine to relieve flu symptoms or tomatoes for tonight's dinner salad. The ultrafast service, called Amazon Now, first launched in India last June.
Earnings Call Insights: Health Catalyst (HCAT) Q1 2026 Management View "We are pleased to report a strong first quarter with solid bookings and results that exceeded expectations on both Revenue and Adjusted EBITDA." (CEO & Director Benjamin Albert) "Setting a rigid time line for DOS Ignite migration efforts over the last 2 years has created a churn dynamic, which is heavily impacting 2026." (CEO ...
Earnings Call Insights: Health Catalyst (HCAT) Q1 2026 Management View "We are pleased to report a strong first quarter with solid bookings and results that exceeded expectations on both Revenue and Adjusted EBITDA." (CEO & Director Benjamin Albert) "Setting a rigid time line for DOS Ignite migration efforts over the last 2 years has created a churn dynamic, which is heavily impacting 2026." (CEO & Director Albert) "Two weeks ago, we announced a comprehensive operational and business restructuring we're calling Project Nexus." (CEO & Director Albert) "Project Nexus is expected to generate annualized run rate savings of approximately $30 million." (Chief Financial Officer Jason Alger) "For the first quarter of 2026, total revenue was $70.8 million" and "Adjusted EBITDA for the first quarter was $9.1 million." (CFO Alger) Outlook "For full year 2026, we currently expect total revenue of $260 million to $265 million, adjusted EBITDA of $30 million to $33 million." (CFO Alger) "For Q2 2026, we currently expect total revenue of $68 million to $70 million, adjusted EBITDA of $9 million to $10 million." (CFO Alger) "Following the client by client review, we anticipate retaining at least $22 million of the previously identified $52 million of at-risk ARR, this leaves approximately $30 million of at-risk ARR." (CFO Alger) "The current expected impact will be approximately $20 million in 2026 and $10 million in 2027." (CFO Alger) Financial Results "For the first quarter of 2026, total revenue was $70.8 million" including "Technology revenue was $49.5 million, and professional services revenue was $21.3 million." (CFO Alger) "Adjusted gross margin for the first quarter was 51.5%" and "Adjusted technology gross margin was 55.3%, and adjusted professional services gross margin was 19.4%." (CFO Alger) "Adjusted net income per share was $0.02, with a weighted average share count of 72.6 million." (CFO Alger) "We ended the quarter with approximately $108.8 million of cash, cash equ...
Amazon rolls out Amazon Now, a 30-minute delivery service for groceries and essentials, now live in Seattle, Philadelphia, Dallas-Fort Worth and Atlanta.
Amazon rolls out Amazon Now, a 30-minute delivery service for groceries and essentials, now live in Seattle, Philadelphia, Dallas-Fort Worth and Atlanta.
More on JD.com JD.com: Logistics, AI, And Marketplace Growth Could Drive A Re-Rating JD.com: European Expansion Strengthens This Deeply Undervalued Chinese Giant JD.com: Even If It Stops Growing, It Still Is A Fundamental Buy JD.com Non-GAAP EPADS of $0.74 beats by $0.20, revenue of $45.8B in-line JD.com Q1 preview: International expansion, AI push in spotlight
More on JD.com JD.com: Logistics, AI, And Marketplace Growth Could Drive A Re-Rating JD.com: European Expansion Strengthens This Deeply Undervalued Chinese Giant JD.com: Even If It Stops Growing, It Still Is A Fundamental Buy JD.com Non-GAAP EPADS of $0.74 beats by $0.20, revenue of $45.8B in-line JD.com Q1 preview: International expansion, AI push in spotlight
skynesher/E+ via Getty Images One of the market's biggest losers at the end of last week was Kodiak AI ( KDK ). The driverless trucking startup saw shares drop after reporting first-quarter results , which featured a major pushback of its first major delivery order as well as significant dilution from an equity raise. As a result, investors need to reduce their near-term expectations for the compa...
skynesher/E+ via Getty Images One of the market's biggest losers at the end of last week was Kodiak AI ( KDK ). The driverless trucking startup saw shares drop after reporting first-quarter results , which featured a major pushback of its first major delivery order as well as significant dilution from an equity raise. As a result, investors need to reduce their near-term expectations for the company and look more towards 2027 now for the big growth ramp. Previous coverage of the name It was back in late March that I previously looked at this company, detailing an intriguing potential growth story that was very expensive . Kodiak had reported a revenue beat for Q4 and signaled strong truck delivery growth this year, but also large losses and cash burn. The valuation was a bit extreme at that point, so I was neutral on the stock. Since then, shares have lost a little more than 1%, missing the US stock rally to new all-time highs, as the S&P 500 has gained more than 13% over that time. Q1 results and Atlas order delay For the March period, Kodiak AI reported revenues of $1.83 million. This number was up nearly 25% over the year-ago period, and it handily beat street estimates for $1.65 million. The company delivered eight additional fully driverless trucks in the quarter, bringing the total to 28, while trucks in service accumulated more than 23,500 cumulative hours of paid driverless operations, representing a 120% increase over the end of Q4 2025. Like many startups with very low revenue bases, Kodiak the business is losing a lot of money currently. The company reported a nearly $38 million operating loss for Q1, more than double the $18.6 million seen in Q1 2025. Kodiak actually reported a $26 million-plus GAAP profit in this year's quarter, but that was mainly due to an accounting item, a large non-cash revaluation of the company's common stock warrants. The biggest piece of business news, however, was the delay of the timeline for the company's 100-truck order to ...
When Tesla announced an expansion of its robotaxis to Dallas and Houston last month, some investors touted momentum for CEO Elon Musk’s mission to transform the electric-vehicle maker into an AI-powered, driverless-tech giant. Reuters reporters who recently tested Tesla’s robotaxis in those cities, however, found them to be still in a beta-testing phase. Tesla did not respond to requests for comme...
When Tesla announced an expansion of its robotaxis to Dallas and Houston last month, some investors touted momentum for CEO Elon Musk’s mission to transform the electric-vehicle maker into an AI-powered, driverless-tech giant. Reuters reporters who recently tested Tesla’s robotaxis in those cities, however, found them to be still in a beta-testing phase. Tesla did not respond to requests for comment for this story.