Editor's Picks (Total records: loading...)
Aerospace & Defense
Axon Enterprise Inc (AXON) (Q2 2026) Earnings Call Highlights: Record Revenue Surges 35% as AI and Counter-Drone Momentum Accelerate
Axon raises full-year guidance to 32%-34% growth, driven by record bookings, international expansion, and the rapid scaling of its AI Era Plan and Dedrone counter-drone business. 2 hours ago
Hardware
Western Digital Corp (WDC) (Q4 2026) Earnings Call Highlights: Record Revenue and EPS Soar on AI-Driven Storage Demand
Western Digital Corp (WDC) reports a 44% year-over-year revenue surge to $3.75 billion, with EPS more than doubling to $3.56, as AI and cloud demand fuel robust growth and margin expansion. 4 hours ago
Medical Distribution
McKesson Corp (MCK) (Q1 2027) Earnings Call Highlights: Robust Revenue Growth and Raised Guidance Signal Strong Momentum
McKesson Corp (MCK) delivered an 8% revenue increase to $105.4 billion and a 20% adjusted EPS surge, prompting a full-year guidance raise and a 15% dividend boost. 4 hours ago
Retail - Cyclical
eBay Inc (EBAY) (Q2 2026) Earnings Call Highlights: GMV and Revenue Surge 14% as Strategic Priorities Drive Over 70% of Growth
eBay Inc (EBAY) delivers strong Q2 2026 results with record eBay Live performance and Depop acquisition boosting C2C momentum, despite international headwinds and near-term investment pressures. 4 hours ago
Hardware
SanDisk Corp (SNDK) (Q4 2026) Earnings Call Highlights: Record Revenue and EPS Driven by AI Data Center Surge
SanDisk Corp (SNDK) posts record Q4 FY2026 results with data center revenue up 103% sequentially, backed by $16.5 billion in financial guarantees from New Business Models. 4 hours ago
REITs
Realty Income Corp (O) (Q2 2026) Earnings Call Highlights: AFFO Growth and Strategic Expansion into Data Centers
Realty Income Corp (O) raises full-year guidance and boosts investment volume target to $10 billion, driven by strong portfolio performance and new hyperscale data center ventures. 4 hours ago


















