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Vehicles & Parts
Carvana Co (CVNA) (Q2 2026) Earnings Call Highlights: Record Sales and Revenue, Strong Profitability, and Upgraded Guidance
Carvana Co (CVNA) achieved record retail units sold and revenue in Q2 2026, with net income rising to $513 million and adjusted EBITDA hitting a new high of $769 million. 26 minutes ago
Software
Microsoft Corp (MSFT) (Q4 2026) Earnings Call Highlights: Record Revenue Surpasses $331 Billion, Azure Growth Accelerates to 43%
Microsoft Corp (MSFT) delivered a record fiscal year with Azure revenue surpassing $100 billion, while AI-driven demand continues to outpace capacity. 26 minutes ago
Medical Devices & Instruments
Align Technology Inc (ALGN) (Q2 2026) Earnings Call Highlights: Record Revenue and Clear Aligner Volume Amidst Market Headwinds
Align Technology Inc (ALGN) posts record Q2 2026 revenue of $1.06 billion, driven by strong Clear Aligner volume growth, while navigating a sluggish North American retail market and a UK VAT ruling. 26 minutes ago
Restaurants
Starbucks Corp (SBUX) (Q3 2026) Earnings Call Highlights: Strong Global Comps and Raised Guidance Amid Strategic Shifts
Starbucks Corp (SBUX) delivered a 7.9% global comparable sales increase and raised its full-year 2026 EPS guidance to $2.55-$2.65, driven by the 'Back to Starbucks' plan and operational improvements. 26 minutes ago
Restaurants
Chipotle Mexican Grill Inc (CMG) (Q2 2026) Earnings Call Highlights: Revenue Growth and Strategic Investments Amid Consumer Caution
Chipotle reports 9.3% revenue increase to $3.3 billion, driven by menu innovation and operational improvements, but faces margin pressure and a softening in late July sales trends. 27 minutes ago
Interactive Media
Meta Platforms Inc (META) (Q2 2026) Earnings Call Highlights: Revenue Surges 28% to $60.8 Billion, but Heavy AI Spending Pressures Margins
Meta's record revenue driven by AI-enhanced advertising and new products is offset by a 55% expense surge and a sharp drop in free cash flow to $784 million. 27 minutes ago
Semiconductors
Qualcomm Inc (QCOM) (Q3 2026) Earnings Call Highlights: Record Automotive Revenue and Data Center Ramp Offset Handset Headwinds
Qualcomm Inc (QCOM) navigates memory-driven handset weakness with record automotive growth and a new data center revenue stream, while raising its automotive outlook to $7 billion. 28 minutes ago
Software
Fair Isaac Corp (FICO) (Q3 2026) Earnings Call Highlights: Record Revenue and EPS Growth Fueled by Scores Segment Surge
FICO delivered a standout quarter with total revenue up 26% and non-GAAP EPS up 42%, driven by a 41% jump in Scores segment revenue and a raised full-year outlook. 28 minutes ago
Travel & Leisure
MGM Resorts International (MGM) (Q2 2026) Earnings Call Highlights: Record Revenue and Digital Growth Amidst Las Vegas Challenges
MGM Resorts International (MGM) reports record Q2 consolidated net revenue, driven by strong Las Vegas Strip and regional operations, while navigating soft leisure demand and digital segment losses. 28 minutes ago
Semiconductors
Lam Research Corp (LRCX) (Q4 2026) Earnings Call Highlights: Record Revenue and EPS Fueled by AI-Driven Memory Demand
Lam Research Corp (LRCX) reports record quarterly revenue of $6.72 billion and EPS of $1.82, with strong NAND growth and an optimistic outlook for 2027. 29 minutes ago
Software
PTC Inc (PTC) (Q3 2026) Earnings Call Highlights: Strong ARR Growth and Raised Guidance Signal Accelerating Momentum
PTC Inc (PTC) delivered a standout Q3 with $60 million in net new ARR, exceeding guidance, as its go-to-market transformation and AI innovation drive customer wins and a raised annual outlook. 29 minutes ago
Capital Markets
Robinhood Markets Inc (HOOD) (Q2 2026) Earnings Call Highlights: Record Revenue and Net Deposits, Trump Account Launch Success
Robinhood posts record $1.3 billion in revenue and $22 billion in net deposits, while launching Trump accounts with 77 million sign-ups and over $1.5 billion in contributions. 30 minutes ago



















