CI&T Q1 Earnings Call Highlights
CI&T (NYSE:CINT) reported record first-quarter 2026 revenue and raised its full-year outlook, citing broad demand for artificial intelligence-related services and early traction from new pricing models designed to capture more of the value created by AI-driven productivity gains. Founder and CEO Cesar Gon said the quarter marked the company’s sixth consecutive period of double-digit organic […]
Ceva Q1 Earnings Call Highlights
Ceva (NASDAQ:CEVA) reported an 11% year-over-year increase in first-quarter 2026 revenue, driven by its strongest licensing quarter in three years and new design wins across Bluetooth, satellite communications, ultra-wideband, Wi-Fi and edge AI. Chief Executive Officer Amir Panush said the company “exceeded our expectations on both revenues and non-GAAP EPS,” with licensing and related revenue […]
Chunghwa Telecom Q1 Earnings Call Highlights
Chunghwa Telecom (NYSE:CHT) reported a record first-quarter revenue performance for 2026 and said all key financial metrics exceeded its quarterly guidance, as growth in ICT services, mobile, fixed broadband and handset sales supported results. President Rong-Shy Lin said the company’s first-quarter revenue reached its highest level for any first quarter since 2012, driven mainly by […]
ARM Q4 Earnings Call Highlights
Arm (NASDAQ:ARM) reported record results for the fourth quarter of fiscal 2026 and the full fiscal year, pointing to accelerating momentum in cloud AI and growing customer interest in its recently launched Arm AGI CPU product family. Record quarter and full-year results CEO Rene Haas said Arm “delivered a record quarter and record fiscal year,” […]
IREN Q3 Earnings Call Highlights
IREN (NASDAQ:IREN) used its fiscal third-quarter earnings call to highlight a rapid expansion in AI data center capacity, a new long-term customer agreement with NVIDIA, and continued progress in shifting its business mix away from Bitcoin mining and toward AI Cloud services. Strategic focus: converting secured power into “time to compute” Co-founder and co-CEO Daniel […]
GigaCloud Technology Q1 Earnings Call Highlights
Error: Response status code does not indicate success: 503 (Service Unavailable). About GigaCloud Technology (NASDAQ:GCT) GigaCloud Technology Inc (NASDAQ:GCT) is a China-based provider of software-as-a-service (SaaS) and cloud computing solutions tailored for cross-border e-commerce. The company’s core offering, its Supply Chain Embedded E-commerce as a Service (SCEaaS) platform, integrates procurement, order management, warehousing, logistics and […]
Advanced Micro Devices Q1 Earnings Call Highlights
Advanced Micro Devices (NASDAQ:AMD) reported first-quarter fiscal 2026 results that management said marked an inflection in growth, driven by accelerating demand for AI infrastructure products across the company’s portfolio. Chair and CEO Lisa Su said revenue rose 38% year-over-year to $10.3 billion, led by record data center results, while diluted non-GAAP earnings per share increased […]
last updated on 12 May 13:45