Earnings Call Insights: Sunrun (RUN) Q1 2026 Management View "At Sunrun, we are busy rapidly ramping sales and operations to fulfill the surging customer demand we have generated for our offering," said Mary Powell (CEO & Director), adding, "In Q4, we told you we had reached an inflection point. Today, we're here to tell you that the momentum we built is holding and accelerating." Powell said Q1 i...
Earnings Call Insights: Sunrun (RUN) Q1 2026 Management View "At Sunrun, we are busy rapidly ramping sales and operations to fulfill the surging customer demand we have generated for our offering," said Mary Powell (CEO & Director), adding, "In Q4, we told you we had reached an inflection point. Today, we're here to tell you that the momentum we built is holding and accelerating." Powell said Q1 included "approximately 19,000 customers" and "our storage attachment rate increased again to 73%," while also stating "Aggregate subscriber value for Q1 was $1.1 billion, above our guidance range of $850 million to $950 million" and "Contracted net value creation was $108 million, near the high end of our guided range of $25 million to $125 million." On cash generation, Powell said, "Cash generation came in at negative $31 million when excluding equipment safe harbor investments" and attributed the result to timing, stating, "We chose to shift certain project finance transaction activity from Q1 into Q2, negatively impacting our cash generation for Q1." Danny Abajian (CFO & Principal Financial Officer) tied demand and execution to sales force growth, saying, "Our Q1 volume performance exceeded our expectations," and noted, "our active sales force has grown over 20% since the start of the year, and March saw over 30% growth in sales bookings month-on-month." Paul Dickson (President & Chief Revenue Officer) framed the go-to-market narrative around reliability and grid value, saying, "The real change in that has come from us selling a solar savings product years ago to being critical infrastructure" and added, "we've launched our stand-alone battery offering, and it's being received extremely well. We sold thousands of units." Outlook Abajian said, "We are reiterating all of our 2026 full-year guidance," and guided to "cash generation of $250 million to $450 million for the year, excluding the use of approximately $50 million to $100 million related to equipment safe harbor in...
Arm shares tumbled on Thursday after the company warned of smartphone market softness and challenges in securing supply for its new artificial intelligence chip to meet growing demand. The stock fell 5% to $225.43, with the drop set to erase more than $12 billion from the company's market valuation of $252 billion. The British chip designer's shares have more than doubled in value this year, ou...
Arm shares tumbled on Thursday after the company warned of smartphone market softness and challenges in securing supply for its new artificial intelligence chip to meet growing demand. The stock fell 5% to $225.43, with the drop set to erase more than $12 billion from the company's market valuation of $252 billion. The British chip designer's shares have more than doubled in value this year, outperforming other chip majors.
Earnings Call Insights: electroCore, Inc. (ECOR) Q1 2026 Management View "This is the first earnings call since we announced our leadership transition" (Founder and Independent Chairman Joseph Errico) said, adding that "the strategy has not changed" and that leadership believes "the focus across the organization has sharpened" while the board continues its permanent CEO search. "Michael Fox joined...
Earnings Call Insights: electroCore, Inc. (ECOR) Q1 2026 Management View "This is the first earnings call since we announced our leadership transition" (Founder and Independent Chairman Joseph Errico) said, adding that "the strategy has not changed" and that leadership believes "the focus across the organization has sharpened" while the board continues its permanent CEO search. "Michael Fox joined us as Chief Operating Officer on April 13" (Founder and Independent Chairman Errico) highlighted Fox’s federal-market background and said the company is "firmly committed to our strategy, driving growth within our covered entities" while "building a scalable direct-to-consumer channel" and "protecting our path to profitability." "A major priority is the VA and Department of Defense markets" (Chief Operating Officer Mike Fox) said, adding, "We have just scratched the surface of penetrating the addressable VA headache market" and that his focus is "moving from facility breadth to facility depth, more prescribers per site, more patients per prescriber." "We just delivered our highest revenue quarter ever, $9.6 million, up 43% year-over-year" (CFO and Interim President Joshua Lev) said, adding "Gross margin expanded to 87%" and that "adjusted EBITDA loss improved by 24% to $2.3 million" while "reaffirming our full-year 2026 revenue guidance of approximately 30% growth." Outlook "We are reaffirming our full-year 2026 revenue guidance of approximately 30% growth" (CFO and Interim President Lev) said, describing "the catalysts in front of us for 2026" as continued VA prescription growth, Truvaga efficiency gains, scaling Quell contributions, and potential TAC-STIM upside. "We are not yet ready to provide a specific quarter for breakeven" (CFO and Interim President Lev) said, but added, "that trajectory is clear, and Q1 is the strongest evidence yet." "We expect to relaunch the over-the-counter Quell relief for lower extremity pain later this year" (CFO and Interim President Lev) ...
Eversource Energy ( ES ) declares $0.7875/share quarterly dividend , in line with previous. Forward yield 4.6% Payable June 30; for shareholders of record May 18; ex-div May 18. See ES Dividend Scorecard, Yield Chart, & Dividend Growth. More on Eversource Energy Eversource Energy: Double-Digit Annual Return Potential During The Next 5 Years Shorts Won't Touch Eversource Energy, But You Should Buy ...
Eversource Energy ( ES ) declares $0.7875/share quarterly dividend , in line with previous. Forward yield 4.6% Payable June 30; for shareholders of record May 18; ex-div May 18. See ES Dividend Scorecard, Yield Chart, & Dividend Growth. More on Eversource Energy Eversource Energy: Double-Digit Annual Return Potential During The Next 5 Years Shorts Won't Touch Eversource Energy, But You Should Buy It Eversource Energy 2025 Q4 - Results - Earnings Call Presentation Eversource Energy GAAP EPS of $1.61 beats by $0.05, revenue of $4.5B beats by $170M Utilities offering the highest dividend yields amid rising market uncertainty
Fourier Data Center Solution Inc. ("Fourier"), a modular data center company focused on AI and HPC infrastructure, showcased its integrated system architecture at the 2026 Advanced Liquid Cooling Technologies Conference co-developed with Intel.
Fourier Data Center Solution Inc. ("Fourier"), a modular data center company focused on AI and HPC infrastructure, showcased its integrated system architecture at the 2026 Advanced Liquid Cooling Technologies Conference co-developed with Intel.
700 riders will be in initial testing pool for weekly race Testing is part of wider programme of integrity measures First came the boom in virtual cycling, with thousands of people from across the globe competing against each other. Then came cash prizes. Now one major online platform has taken the next logical step by launching anti-doping testing for e-racers. MyWhoosh , which hosts the UCI Espo...
700 riders will be in initial testing pool for weekly race Testing is part of wider programme of integrity measures First came the boom in virtual cycling, with thousands of people from across the globe competing against each other. Then came cash prizes. Now one major online platform has taken the next logical step by launching anti-doping testing for e-racers. MyWhoosh , which hosts the UCI Esports World Championships, has told the Guardian that the top riders in its weekly Sunday Race Club competition will now face random drug tests after they compete. Continue reading...
Cactus ( WHD ) declares $0.14/share quarterly dividend , in line with previous. Forward yield 1.03% Payable June 18; for shareholders of record June 1; ex-div June 1. See WHD Dividend Scorecard, Yield Chart, & Dividend Growth. More on Cactus Cactus: Strong Balance Sheet Offset Cyclical Pressure At Home Cactus, Inc. (WHD) Q4 2025 Earnings Call Transcript Cactus Non-GAAP EPS of $0.70 beats by $0.03,...
Cactus ( WHD ) declares $0.14/share quarterly dividend , in line with previous. Forward yield 1.03% Payable June 18; for shareholders of record June 1; ex-div June 1. See WHD Dividend Scorecard, Yield Chart, & Dividend Growth. More on Cactus Cactus: Strong Balance Sheet Offset Cyclical Pressure At Home Cactus, Inc. (WHD) Q4 2025 Earnings Call Transcript Cactus Non-GAAP EPS of $0.70 beats by $0.03, revenue of $388.3M beats by $7.53M ClearBridge SMID Cap Growth strategy initiates new positions, exits several in Q1 Seeking Alpha’s Quant Rating on Cactus
Getty Images Markets Review Global equity markets pulled back in the first quarter, with the MSCI ACWI Index falling 3.20% during the period. Global fixed income markets also weakened, as the Bloomberg Global Aggregate Bond Index decreased 1.07%. From a style perspective, value stocks outperformed growth, with the MSCI ACWI Value Index exceeding the MSCI ACWI Growth Index by 8.85%. The MSCI EAFE I...
Getty Images Markets Review Global equity markets pulled back in the first quarter, with the MSCI ACWI Index falling 3.20% during the period. Global fixed income markets also weakened, as the Bloomberg Global Aggregate Bond Index decreased 1.07%. From a style perspective, value stocks outperformed growth, with the MSCI ACWI Value Index exceeding the MSCI ACWI Growth Index by 8.85%. The MSCI EAFE Index fell 1.24% during the period, while the MSCI ACWI ex USA Index declined 0.71%. Within the MSCI EAFE Index, the U.K. and Asia were the strongest performers, while the United States and Europe & Middle East lagged. On a sector basis, eight out of the eleven sectors within the MSCI EAFE Index posted negative returns, with Consumer Discretionary, Financials and Communication Services performing the worst. Conversely, Energy, Utilities and Materials were the only sectors with positive returns. Geopolitical developments contributed to increased volatility during the quarter. Trade policy uncertainty persisted, as a Supreme Court ruling limited the U.S. government's ability to impose certain tariffs, adding complexity for businesses navigating global supply chains. In addition, escalating conflict in the Middle East disrupted shipping activity through the Strait of Hormuz, a key route for global energy supply. The resulting supply uncertainty led to a significant increase in oil prices and heightened volatility across energy markets. In a March report, the OECD noted that the Middle East conflict was testing the resilience of the global economy but held its forecast for 2026 global growth at 2.9%. Given these dynamics, central banks maintained a cautious stance, with the Federal Reserve, Bank of England, European Central Bank and Bank of Japan holding policy rates steady amid elevated uncertainty. Past performance is not indicative of future results. Aristotle International Equity ADR WM Composite returns are presented pure gross and net of the maximum wrap fee and include th...