Broadcom (NASDAQ:AVGO) reported record financial results for its first quarter of fiscal 2026, citing faster-than-expected growth in AI semiconductors and continued profitability across both its Semiconductor Solutions and Infrastructure Software segments. Management also issued second-quarter guidance calling for sharp year-over-year revenue acceleration and reiterated confidence in multi-year demand for custom AI accelerators and AI networking. […]

Rigetti Computing (NASDAQ:RGTI) executives used the company’s fourth quarter and full-year 2025 earnings call to outline recent technical milestones in superconducting, gate-based quantum computing, provide an update on system deployment timelines, and discuss a growing pipeline of on-premises hardware orders. Management also reviewed quarterly financial results, emphasizing that revenue will remain lumpy due to delivery […]

Okta (NASDAQ:OKTA) executives used the company’s fiscal fourth-quarter 2026 earnings call to emphasize momentum with large enterprises, increasing partner involvement, and growing contributions from a portfolio of newer products that now includes offerings aimed at securing AI agents. New products reach about 30% of Q4 bookings Chief Executive Officer Todd McKinnon said Okta finished fiscal […]

Box (NYSE:BOX) reported fourth-quarter and full-year fiscal 2026 results that management said reflected accelerating demand for its AI capabilities and strong early traction for its Enterprise Advanced suite. On the company’s fiscal year-end call, CEO Aaron Levie and CFO Dylan Smith highlighted continued momentum in revenue growth, improved retention metrics, and disciplined profitability and cash […]

Tuya (NYSE:TUYA) executives emphasized steady revenue growth, improving profitability, and expanding AI-related efforts during the company’s fourth quarter and fiscal year 2025 earnings call, while also addressing demand conditions, supply-chain constraints, and shareholder returns. Full-year revenue growth and higher profitability Founder and CEO Jerry Wang said the company “maintained stability across our platform business,” delivered […]

AnteoTech (ASX:ADO) used its half-year update and investor Q&A to outline a reset of its cost base, a more targeted commercialization strategy, and progress across its battery and life sciences businesses, with management emphasizing that sales conversion and strategic partnerships are now the company’s primary focus. Cost reset and funding runway Management said the company […]

Archer Aviation (NYSE:ACHR) executives used the company’s fourth-quarter 2025 earnings call to outline progress on flight testing and certification for its Midnight electric vertical takeoff and landing (eVTOL) aircraft, while also highlighting commercialization plans tied to U.S. and UAE deployments, a growing order book, and continued investment in defense and software initiatives. Flight testing shifts […]

Duolingo (NASDAQ:DUOL) used its fourth quarter 2025 earnings call to outline a strategic pivot toward re-accelerating daily active user (DAU) growth, even as management guided to slower bookings growth and lower profitability in 2026. Co-founder and CEO Luis von Ahn said the company believes accelerating advances in AI are creating “a unique time in history” […]

Bentley Systems (NASDAQ:BSY) executives used the company’s fourth-quarter earnings call to highlight steady subscription-led growth in 2025, a financial outlook calling for continued low double-digit momentum in 2026, and what leadership described as a long-term opportunity to apply artificial intelligence across infrastructure engineering workflows. 2025 results: subscription growth and margin expansion For full-year 2025, CFO […]

Arbe Robotics (NASDAQ:ARBE) used its fourth-quarter and full-year 2025 earnings call to outline a strategic shift toward markets with shorter adoption cycles, highlight recent commercial activity across several non-automotive verticals, and announce a planned leadership transition. Management said the company has broadened its focus beyond Western passenger-vehicle OEM programs due to uncertainty around Level 3 […]

Alkami Technology (NASDAQ:ALKT) reported fourth-quarter and full-year 2025 results that management said exceeded consensus expectations for revenue and adjusted EBITDA, driven by strong sales execution, expanding profitability, and continued progress integrating its MANTL acquisition. Executives also outlined 2026 guidance that reflects ongoing demand but incorporates timing-related headwinds tied to lower termination fees and longer implementation […]

Tempus AI (NASDAQ:TEM) executives highlighted accelerating growth across both its diagnostics and data businesses during the company’s fourth-quarter and full-year 2025 fiscal results conference call, pointing to strong oncology testing demand, rapid adoption of minimal residual disease (MRD) testing, and expanding data licensing activity. Management characterizes 2025 as “exceptional,” with core revenue up more than […]

Appen (ASX:APX) executives said FY25 marked a “year of meaningful progress,” pointing to revenue growth excluding the impact of Google, improving margins driven by higher-value generative AI work, and particularly strong performance from the company’s China segment. FY25 results: revenue growth, margin improvement, and strong Q4 finish Management reported group revenue of $230.8 million, up […]

Objective (ASX:OCL) reported its first-half FY2026 results with management emphasizing continued subscription-led growth, expanding cloud adoption and what it described as a growing opportunity to deliver AI-driven productivity gains for government and regulated-industry customers. Financial snapshot and subscription mix Chief executive Tony Walls and chief financial officer Ben Tregoning said the company has completed its […]

PlaySide Studios (ASX:PLY) reported first-half results it said marked a key milestone following an April restructure, with management pointing to improved operating discipline, stronger profitability, and a healthier cash position ahead of a “stronger second half” driven by the global launch of Mouse. First-half financial performance and cost base reset Management said the company delivered […]