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How Did a 25% Revenue Drop at PTC (NASDAQ:PTC) Compare With HubSpot (NYSE:HUBS), Paycom Software (NYSE:PAYC) and Vertex (NASDAQ:VERX) Results?

Key HighlightsPTC (NASDAQ:PTC) reported fourth fiscal quarterRevenueof USD 673 million, down 25%, while ARR excluding divested businesses rose 8% to USD 2,508 million.HubSpot (NYSE:HUBS) earned USD 1.67 per diluted share on revenue of USD 947.6 million as management said AI-relatedDemandheadwinds intensified.Paycom Software (NYSE:PAYC) grew …

Vinay Lochav | 05 November 2026

What Does an 84.3% Adjusted EBITDA Margin at AppLovin (NASDAQ:APP) Say About Klaviyo (NYSE:KVYO), Magnite (NASDAQ:MGNI) and QuinStreet (NASDAQ:QNST)?

Key HighlightsAppLovin (NASDAQ:APP) reportedRevenueof USD 2.18 billion, about 55.5% higher (calculated), and an Adjusted EBITDAMarginof 84.3% against 82.4% a year earlier.Klaviyo (NYSE:KVYO) grew revenue about 24.5% (calculated) to USD 387.2 million but earned only USD 0.7 million ofNet Incomeafter an operating loss of USD …

Vinay Lochav | 05 November 2026

Why Did SiTime (NASDAQ:SITM) Revenue Jump 257% While Qualcomm (NASDAQ:QCOM), Cirrus Logic (NASDAQ:CRUS) and Power Integrations (NASDAQ:POWI) Showed Single-Digit Moves?

Key HighlightsSiTime (NASDAQ:SITM) reported third-quarterRevenueof USD 298.7 million versus USD 83.6 million a year earlier, a 257% increase, withGAAPEPS of USD 0.14 against non-GAAP EPS of USD 4.01.Qualcomm (NASDAQ:QCOM) grew fiscal 2026Net Income146% to USD 13.6 billion on a USD 5.7 billion valuation allowance …

Vinay Lochav | 05 November 2026

What Drove 56.9% Sales Growth at VIAVI Solutions (NASDAQ:VIAV) Against Coherent (NYSE:COHR), MKS (NASDAQ:MKSI) and Veeco (NASDAQ:VECO)?

Key HighlightsVIAVI Solutions (NASDAQ:VIAV) reported fiscal first quarterRevenueof USD 469.3 million, up 56.9% year over year, with a non-GAAPOperating Marginof 29.0%.Coherent (NYSE:COHR) grew revenue 50% to USD 2,370 million, yet net cash used inOperating Activitieswas USD 93 million againstCapitalspending of USD 776 million.MKS (NASDAQ:MKSI) …

Vinay Lochav | 05 November 2026

Is 42.6% Revenue Growth at Sezzle (NASDAQ:SEZL) Outpacing Dave (NASDAQ:DAVE), Remitly Global (NASDAQ:RELY) and Chime Financial (NASDAQ:CHYM)?

Key HighlightsSezzle (NASDAQ:SEZL)Revenuerose 42.6% to a record USD 166.5 million, and FY2026 adjusted EPS guidance was raised to USD 5.45 to USD 5.50.Dave (NASDAQ:DAVE) revenue rose 31% to USD 197.7 million, yet diluted EPS fell to USD 3.30 from USD 6.34 after a prior-year …

Vinay Lochav | 05 November 2026

Why Did Net Income Fall 44% at Western Union (NYSE:WU) While Corpay (NYSE:CPAY), Navient Holdings (NASDAQ:NAVI) and UWM Holdings (NYSE:UWMC) Reported Gains?

Key HighlightsWestern Union (NYSE:WU)Net Incomefell 44% to USD 78.0 million asRevenueslipped 2% to USD 1,009.3 million, including USD 37.3 million of one-time Beyond program costs.Corpay (NYSE:CPAY) grew revenue 18% to USD 1,381.9 million and adjustedEarnings Per Share32% to USD 7.54.Navient Holdings (NASDAQ:NAVI) reportedGAAPnet income …

Vinay Lochav | 05 November 2026

Why Did Magnolia Oil & Gas (NYSE:MGY) Adjusted Profit Jump 114% as APA (NASDAQ:APA), Chord Energy (NASDAQ:CHRD) and Murphy Oil (NYSE:MUR) Also Reported?

Key HighlightsMagnolia Oil & Gas (NYSE:MGY) adjustedNet Incomerose 114% to USD 166.3 million, whileGAAPEarningswere USD 0.35 per share against USD 0.71 adjusted.APA (NASDAQ:APA) lifted its 2026 freeCash Flowoutlook by USD 600 million to about USD 2.9 billion and cut its netDebttarget to USD 2 …

Vinay Lochav | 05 November 2026

Can 22% Volume Growth at Permian Resources (NYSE:PR) Outshine Gulfport Energy (NYSE:GPOR), SandRidge Energy (NYSE:SD) and Texas Pacific Land (NYSE:TPL)?

Key HighlightsPermian Resources (NYSE:PR) produced USD 846 million of adjusted freeCash Flowas total production rose 22% from the second quarter to 457.5 thousand barrels of oil equivalent a day.Gulfport Energy (NYSE:GPOR) lifted net liquids production about 67% from the second quarter to 23.5 thousand …

Vinay Lochav | 05 November 2026

What Is Behind a Record 1.94 Bcf/d at Kinetik Holdings (NYSE:KNTK) While Western Midstream Partners (NYSE:WES), Excelerate Energy (NYSE:EE) and WaterBridge Infrastructure (NYSE:WBI) Diverge?

Key HighlightsKinetik Holdings (NYSE:KNTK) processed a record 1.94 Bcf/d of gas in the third quarter and now expects adjusted EBITDA at the high end of its USD 1.04 billion to USD 1.1 billion range.WesternMidstreamPartners (NYSE:WES) reported USD 0.78 ofNet Incomeper diluted unit against USD …

Vinay Lochav | 05 November 2026

Can a 9.0% Dividend Rise at Atmos Energy (NYSE:ATO) Match Black Hills (NYSE:BKH), MGE Energy (NASDAQ:MGEE) and Eversource Energy (NYSE:ES)?

Key HighlightsAtmos Energy (NYSE:ATO) guided fiscal 2027 diluted EPS to USD 9.05 to USD 9.25 after earning USD 8.49, and set an indicated annualDividendof USD 4.36, up 9.0%.Black Hills (NYSE:BKH) reported third-quarter adjusted EPS of USD 0.57 against USD 0.45 and expects its GoogleData …

Vinay Lochav | 05 November 2026
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