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A 21.8% implied move is the largest among the major November 4 and 5 reports reviewed, reflectingLeverageand the sensitivity of earnings to fleet costs, used-car values and rental demand. A small change in depreciation per unit can move profit by a large amount. Management …
The company makes optical transceivers and lasers that convert electrical signals into light for links between switches and servers in data centers. AI clusters need faster links, soDemandshifts toward higher-speed modules, and each new product generation must pass customer qualification beforeVolumeorders arrive. A ramp …
The first quarter guide midpoint of USD 1.71 billion sits about 3% below fourth quarter revenue, our arithmetic, partly because Data Center revenue is expected to fall about 17% in fiscal 2027 as customers move to cloud. Management guided a 6.5% GAAPOperating Marginfor the …
The third quarter revenue midpoint of USD 736.5 million is about 5.8% above the second quarter, our arithmetic on two company figures. The non-GAAP operatingMarginimplied by the guide is about 17.6%, up from 13.8%, which would reflect lowerPayrollafter theJobcuts, again our arithmetic. Gross margin …
Customers buy body cameras, TASER devices and drones, then subscribe to cloud software for evidence storage, records and real-time awareness on multi-year contracts. That is why bookings of USD 15.1 billion matter: they convert into revenue over time, and the company said it expects …
Key HighlightsIonQ (NYSE:IONQ) reports third quarter 2026 results on Thursday, November 5, 2026, after the close, with a call at 4:30 p.m. ET, after second quarterRevenueof USD 80.1 million, up 287%.IonQ (NYSE:IONQ) raised 2026 revenue guidance to USD 280 million to USD 290 million, …
Key HighlightsTeraWulf (NASDAQ:WULF) will issue third quarter 2026 results on Friday, November 6, 2026, before a conference call at 8:00 a.m. ET, after second quarterRevenueof USD 44.8 million.HPCLeaserevenue was USD 31.9 million, about 71% of the second quarter total, while digital asset revenue fell …
Hedging locks in power prices ahead of delivery, so near-complete hedges reduce 2026Earningsswings but cap upside if spot prices rise. Vistra has repurchased about USD 6.5 billion of stock since November 2021, cutting shares outstanding by roughly 30% to about 336 million, with about …
Key HighlightsBooking Holdings (NASDAQ:BKNG) reports after the close on November 3, 2026 with an options-implied move of 7.5%, the narrowest in this group, as the first full read on travelDemandafter the Marriott report.Hertz Global Holdings (NASDAQ:HTZ) reports before the open on November 5, 2026 …
Key HighlightsAppLovin (NASDAQ:APP) reports after the close on November 4, 2026 with an options-implied move of 17.0%, the widest of the four, as an ad-tech high flyer facing anAdvertisingmarket read from several directions.Snap (NYSE:SNAP) reports after the close on November 4, 2026, with no …
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