Latest Earnings Analysis

• STEM (STEM) Q2 2025: Software Gross Margin Hits 49% as Hardware De-Emphasis Reshapes Model
  August 08, 2025 · STEM
• Dropbox (DBX) Q2 2025: Operating Margin Surges 560bps as Efficiency Drive Outpaces Revenue Headwinds
  August 08, 2025 · DBX
• Identiv (INVE) Q2 2025: BLE Pipeline Expands 33% as Channel Rebuild and Thailand Shift Reshape Margin Path
  August 08, 2025 · INVE
• JFrog (FROG) Q2 2025: Cloud Revenue Jumps 45% as Security and AI Model Registry Fuel Platform Stickiness
  August 08, 2025 · FROG
• IAS (IAS) Q2 2025: Optimization Pricing Jumps 10% as AI-Driven Product Suite Expands
  August 08, 2025 · IAS
• MITK Q3 2025: SaaS Mix Climbs to 41%, Pushing Identity to Profitability Threshold
  August 08, 2025 · MITK
• Artivion (AORT) Q2 2025: ONIX Valve Grows 24%, Driving Margin Expansion and Pipeline Momentum
  August 08, 2025 · AORT
• Greystone Housing Impact (GHI) Q2 2025: $9.1M Credit Loss Provisions Spotlight South Carolina Asset Pressure
  August 08, 2025 · GHI
• Universal Electronics (UEIC) Q2 2025: Connected Home Grows 46% as Entertainment Weakness Drives Facility Exit
  August 08, 2025 · UEIC
• Stereotaxis (STXS) Q2 2025: Recurring Revenue Jumps 35% as Proprietary Catheters Gain Traction
  August 08, 2025 · STXS
• Twilio (TWLO) Q2 2025: Messaging Mix Rises 260bps, Margin Stabilization Now in Focus
  August 08, 2025 · TWLO
• FIGS (FIGS) Q2 2025: Scrubwear Grows 8% as Core Reinvigoration Offsets Tariff Drag
  August 08, 2025 · FIGS
• SoundHound (SOUN) Q2 2025: Revenue Soars 217% as Enterprise AI and Voice Commerce Ignite Expansion
  August 08, 2025 · SOUN
• New Scale Power (SMR) Q2 2025: NRC Approval Triggers 710% Revenue Surge, Readiness for First Major Order
  August 08, 2025 · SMR
• Genpact (G) Q2 2025: Advanced Tech Solutions Revenue Jumps 17%, Accelerating AI-Led Shift
  August 08, 2025 · G
• OrganoGenesis (ORGO) Q2 2025: Surgical and Sports Medicine Up 16% as CMS Payment Reform Reshapes Outlook
  August 08, 2025 · ORGO
• Indie Semiconductor (INDI) Q2 2025: Emotion3D Acquisition Adds $20M Software Upside as ADAS Ramps Approach
  August 08, 2025 · INDI
• LoanDepot (LDI) Q2 2025: Origination Volume Jumps 30% as Tech Overhaul Targets Scale
  August 08, 2025 · LDI
• Progeny (PGNY) Q2 2025: Core Revenue Jumps 18% as Pipeline Normalizes and Platform Expands
  August 08, 2025 · PGNY
• HCI (HCI) Q2 2025: Exeo IPO Path and 65% Equity Surge Signal New Phase for Insurance Tech Platform
  August 08, 2025 · HCI
• Xponential Fitness (XPOF) Q2 2025: Portfolio Pruned by $120M as Core Brands Take Center Stage
  August 08, 2025 · XPOF
• ETON (ETON) Q2 2025: Increlex Patient Base Surges 49%, Accelerating Revenue Run Rate Timeline
  August 08, 2025 · ETON
• Sensus Healthcare (SRTS) Q2 2025: SRT Delivery Code Set for 300% Reimbursement Surge, Pivots U.S. Outlook
  August 08, 2025 · SRTS
• Gilead (GILD) Q2 2025: HIV Base Business Up 4% as Yes2Go Launch Drives Prevention Market Expansion
  August 08, 2025 · GILD
• 10x Genomics (TXG) Q2 2025: Spatial Consumables Up 24% as Single-Cell Volumes Outpace Pricing Headwinds
  August 08, 2025 · TXG
• Globus Medical (GMED) Q2 2025: Nevro Adds $95M, Accelerating Musculoskeletal Platform Integration
  August 08, 2025 · GMED
• Expedia Group (EXPE) Q2 2025: B2B Bookings Surge 17% as International and AI Investments Drive Margin Expansion
  August 08, 2025 · EXPE
• OptimizeRx (OPRX) Q2 2025: Contracted Revenue Up 30%, Expanding Mid-Market Pharma Penetration
  August 08, 2025 · OPRX
• GSI Technology (GSIT) Q1 2026: Gross Margin Jumps 1,180bps as Gemini 2 Nears Market Launch
  August 08, 2025 · GSIT
• Owlet (OWLT) Q2 2025: DreamSock Drives 26% Growth, Tariff Headwinds Temper Margin Outlook
  August 08, 2025 · OWLT
• Full House Resorts (FLL) Q2 2025: American Place Delivers 13% Revenue Growth, Chamonix Cost Synergies Unlock $5M Run-Rate
  August 08, 2025 · FLL
• Fox Factory (FOXF) Q2 2025: Tariff Impact Swells to $50M, Forcing Guidance Tightening Despite 7.6% Growth
  August 08, 2025 · FOXF
• Natural Grocers (NGVC) Q3 2025: Daily Comp Sales Jump 7.4% as Store Pipeline Expands to 75 Communities
  August 08, 2025 · NGVC
• Beauty Health (SKIN) Q2 2025: Consumables Top 70% of Revenue as Device Sales Lag
  August 08, 2025 · SKIN
• Puma Biotechnology (PBYI) Q2 2025: Neuralink Sales Up 12%, R&D Investment Signals Pipeline Acceleration
  August 08, 2025 · PBYI
• APYX Q2 2025: Aon Demand Spurs $3M Guidance Hike as OEM Weakness Persists
  August 08, 2025 · APYX
• VIAVI (VIAV) Q4 2025: Data Center Ecosystem Lifts Revenue 15%, Offsetting Wireless Drag
  August 08, 2025 · VIAV
• Wynn Resorts (WYNN) Q2 2025: $158M Buyback Signals Confidence as UAE Project Nears Inflection
  August 08, 2025 · WYNN
• KRMN Q2 2025: Backlog Surges 36%, Locking in Multi-Year Defense Demand Visibility
  August 08, 2025 · KRMN
• MDU (MDU) Q2 2025: Data Center Load Hits 580MW, Capital-Light Strategy Anchors Utility Growth
  August 08, 2025 · MDU
• AWR Q2 2025: 8.3% Dividend Hike Underscores Rate Base Growth Momentum
  August 08, 2025 · AWR
• DCO Q2 2025: Missile Revenue Jumps 39%, Defense Backlog Sets Stage for H2 Growth
  August 08, 2025 · DCO
• CoreCivic (CXW) Q2 2025: ICE-Driven 23% EBITDA Surge Signals Multi-Year Capacity Upside
  August 08, 2025 · CXW
• Westrock Coffee (WEST) Q2 2025: EBITDA Doubles Sequentially as Conway Ramps and Cross-Sell Accelerates
  August 08, 2025 · WEST
• Atlassian (TEAM) Q4 2025: $1M+ Deal Count Doubles, AI Tailwind Accelerates Enterprise Cloud
  August 08, 2025 · TEAM
• Solventum (SOLV) Q2 2025: EPS Guidance Raised by $0.32 as Margin Levers Offset Separation Costs
  August 08, 2025 · SOLV
• TripAdvisor (TRIP) Q2 2025: Viator Margin Jumps 800bps as Experiences Drive 60% of Revenue
  August 08, 2025 · TRIP
• Take-Two (TTWO) Q1 2026: Recurring Spending Jumps 17% as Mobile Outperformance Lifts Guidance
  August 08, 2025 · TTWO
• Sweetgreen (SG) Q2 2025: Infinite Kitchen Drives Labor Savings as Same-Store Sales Slide 7.6%
  August 08, 2025 · SG
• Rocket Lab (RKLB) Q2 2025: Space Systems Hit $98M as Neutron Prepares for Launch Pad Debut
  August 08, 2025 · RKLB