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Earnings

How Does Unum Group (NYSE:UNM) Post a USD 419.7 Million Loss Yet a 21.3% Adjusted Return?

Key HighlightsA net loss of USD 419.7 million, or USD 2.65 per diluted share, was reported by Unum Group (NYSE:UNM) on November 3, 2026, againstNet Incomeof USD 39.7 million a year earlier.After-tax adjustedOperating Incomewas USD 349.0 million, or USD 2.20 per diluted share, compared …

Vinay Lochav | 04 November 2026

Why Did USANA Health Sciences (NYSE:USNA) Cut Its 2026 Adjusted EBITDA Outlook to USD 77 Million?

Management chose to raiseMarketingspend at the Hiya subscription business, which pressured margins but lifted active monthly subscribers by about 29,500 sequentially and returned the segment to year-over-year sales growth of 2%, to USD 32 million. CustomerAcquisitioncosts declined from the first half, and net sales …

Vinay Lochav | 04 November 2026

Why Is Varonis Systems (NASDAQ:VRNS) Reporting 42% SaaS ARR Growth With No Guidance or Call?

SaaS revenue was USD 185.1 million, roughly 47% higher by our arithmetic, while term license subscription revenue fell to USD 1.2 million from USD 24.8 million and maintenance and services fell to USD 3.1 million from USD 10.9 million. The company said the vast …

Vinay Lochav | 04 November 2026

How Did Bristow Group (NYSE:VTOL) Earn USD 27.7 Million Despite Delayed Search and Rescue Aircraft?

The chief executive pointed to persistent industrySupplychain challenges, most acutely delayed aircraft modification programs for new search and rescue contracts, which he said depress margins in Government Services. That segment still recorded an operating loss of USD 1.4 million, with adjusted operating income of …

Vinay Lochav | 04 November 2026

How Did Xometry (NASDAQ:XMTR) Reach Its First GAAP Profit While Revenue Jumped 40%?

The marketplace gross margin of 36.0% is the profitability lever to watch, because the company earns the spread between what buyers pay and what suppliers are paid. Management credits upgraded AI costing and sourcing models and a newE-commerceplatform that now carries most buyer traffic. …

Vinay Lochav | 04 November 2026

Why Did Block (NYSE:XYZ) Lift Gross Profit 22% While Credit and Loan Losses Jumped 66%?

Bitcoin ecosystem revenue fell 11% to USD 1.80 billion because of a lower average bitcoin price, partly offset by higher trading volume. It was 27% of revenue but only 2% of gross profit, since revenue mostly reflects the sale price of bitcoin sold to …

Vinay Lochav | 04 November 2026

How Did Zevra Therapeutics (NASDAQ:ZVRA) Swing to a USD 19.2 Million Quarterly Profit?

Not all of the improvement came from operations. Other income included a USD 5.1 million gain on theFair Valueof aWarrantand contingent value right liability, against a USD 5.5 million loss a year earlier, plus USD 3.0 million of interest and other income. Interest expense …

Vinay Lochav | 04 November 2026

Why Did Super Micro Computer (NASDAQ:SMCI) Burn USD 434 Million While Arista Networks (NYSE:ANET), EchoStar (NASDAQ:ECHO) and Ouster (NASDAQ:OUST) Filed?

Key HighlightsArista Networks (NYSE:ANET) grew third-quarterRevenue58.5% to USD 3.66 billion, above its own guidance of USD 3.3 billion, and guided fourth-quarter revenue to USD 3.9 to 4.0 billion.Super Micro Computer (NASDAQ:SMCI) used USD 434 million of cash in operations in the quarter ended September …

Vinay Lochav | 04 November 2026

Why Did Block (NYSE:XYZ) Loan Losses Jump 66% as Toast (NYSE:TOST), Marqeta (NASDAQ:MQ) and Solid Power (NASDAQ:SLDP) Reported?

Key HighlightsBlock (NYSE:XYZ) lifted third-quarterGross Profit22% to USD 3.2 billion, while transaction,Loanand consumer receivable losses rose 66% to USD 601.7 million.Toast (NYSE:TOST) raised full-year 2026 adjusted EBITDA guidance to USD 840 million to USD 850 million from USD 805 million to USD 825 million.Marqeta …

Vinay Lochav | 04 November 2026

What Sits Behind 42% SaaS Growth at Varonis Systems (NASDAQ:VRNS), Procore Technologies (NYSE:PCOR), Freshworks (NASDAQ:FRSH) and Jack Henry & Associates (NASDAQ:JKHY)?

Key HighlightsVaronis Systems (NASDAQ:VRNS) reported SaaS annualRecurring Revenueof USD 774.6 million, up 42% year over year and 24% excluding conversions, with no guidance or call because of the Proofpoint deal.Procore Technologies (NYSE:PCOR) posted third-quarter revenue of USD 402 million, up 19%, with a non-GAAPOperating …

Vinay Lochav | 04 November 2026
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