EarningsLens Daily
3 subscribers
191 links
EarningsLens Daily
Download Telegram
$ABNB ยท 2026-Q2 Earnings

EPS: $1.37 (est $1.28) (+7.3%)
Revenue: $3.61B (est $3.65B) (-1.1%)

Airbnb delivered strong Q2 FY2026 results with 17% revenue growth and a 27% net income increase, underpinned by higher booking volumes and operating leverage, but rising marketing spend and debt costs warrant monitoring.

๐Ÿ“Š Full AI analysis
$CEG ยท 2026-Q2 Earnings

EPS: $2.55 (est $2.45) (+4.3%)
Revenue: $7.5B (est $8.03B) (-6.6%)

Constellation Energy's Q2 FY2026 revenue grew 23% to $7.5B following the Calpine acquisition, but GAAP net income dropped 38.9% on merger costs and hedge losses, while adjusted EPS rose 33.5% to $2.55.

๐Ÿ“Š Full AI analysis
$LNG ยท 2026-Q2 Earnings

EPS: $3.02 (est $3.07) (-1.6%)
Revenue: $5.73B (est $4.94B) (+15.9%)

Cheniere's Q2 FY2026 net income soared to $3.1 billion as a $1.4 billion derivative fair value swing and a 20% volume increase from new trains overshadowed higher non-cash charges.

๐Ÿ“Š Full AI analysis
$ZTS ยท 2026-Q2 Earnings

EPS: $1.87 (est $1.87) (-0.2%)
Revenue: $2.47B (est $2.53B) (-2.3%)

Zoetis Q2 2026 revenue was flat as U.S. companion animal declines offset international growth, while EPS rose slightly due to share repurchases.

๐Ÿ“Š Full AI analysis
$MARA ยท 2026-Q2 Earnings

EPS: $-0.70 (est $0.19) (-463.8%)
Revenue: $174.88M (est $207.74M) (-15.8%)

MARA reported a sharp net loss in Q2 FY2026, driven by a $342.7 million unrealized bitcoin loss, spotlighting the company's exposure to cryptocurrency volatility amid strategic moves into AI infrastructure.

๐Ÿ“Š Full AI analysis
$DKNG ยท 2026-Q2 Earnings

EPS: $0.09 (est $0.03) (+165.5%)
Revenue: $1.44B (est $1.55B) (-7.0%)

DraftKings reported a net loss of $67.6 million in Q2 FY2026, a sharp reversal from last year's profit, as increased promotional spending and unfavorable sports outcomes offset a 9.1% rise in Monthly Unique Payers.

๐Ÿ“Š Full AI analysis
$OKLO ยท 2026-Q2 Earnings

EPS: $-0.28 (est $-0.16) (-70.6%)
Revenue: $1.21M (est $128,775) (+839.6%)

Oklo reported its first revenue in Q2 FY2026 amid widening losses as it advances regulatory approvals and construction for its first Aurora powerhouse, bolstered by a strong cash reserve from recent financing.

๐Ÿ“Š Full AI analysis
$CLSK ยท 2026-Q2 Earnings

EPS: $-0.40 (est $-0.32) (-26.6%)
Revenue: $138.01M (est $154.2M) (-10.5%)

CleanSpark swung to a $239.8 million net loss in Q3 FY2026 as a $116.3 million Bitcoin fair value loss and a 31% revenue drop overwhelmed a landmark AI data center lease, underscoring its vulnerability to crypto market swings.

๐Ÿ“Š Full AI analysis
$RGTI ยท 2026-Q2 Earnings

EPS: $-0.05 (est $-0.05) (-1.0%)
Revenue: $5.14M (est $5.25M) (-2.2%)

RGTI revenue surged 185% in Q2 FY2026 on Novera product sales, but net loss widened to $52.6 million due to higher R&D and a non-cash warrant charge.

๐Ÿ“Š Full AI analysis
$MNST ยท 2026-Q2 Earnings

EPS: $0.60 (est $0.59) (+1.1%)
Revenue: $2.54B (est $2.48B) (+2.5%)

Monster Beverage delivered strong Q2 FY2026 growth driven by global Monster Energy demand and pricing actions, though increased marketing spending pressured operating margins.

๐Ÿ“Š Full AI analysis
$TWLO ยท 2026-Q2 Earnings

EPS: $1.47 (est $1.34) (+9.3%)
Revenue: $1.5B (est $1.46B) (+2.8%)

Twilio's Q2 FY2026 results featured a $944.1 million tax benefit that propelled net income to $1.07 billion, while 22% revenue growth and a 116% dollar-based net expansion rate underlined strong operational momentum.

๐Ÿ“Š Full AI analysis
$TTWO ยท 2026-Q2 Earnings

EPS: $0.36 (est $0.34) (+7.1%)
Revenue: $1.39B (est $1.44B) (-3.8%)

Take-Two posted a wider net loss in Q1 FY2027 despite modest revenue growth, as gross margin compressed and operating expenses rose ahead of the highly anticipated Grand Theft Auto VI launch.

๐Ÿ“Š Full AI analysis
$RIOT ยท 2026-Q2 Earnings

EPS: $-0.68 (est $-0.30) (-124.2%)
Revenue: $174.24M (est $154.29M) (+12.9%)

RIOT Platforms' Q2 FY2026 results were defined by a sharp net loss driven by a $401 million fair-value hit on its bitcoin holdings, overshadowing a 14% revenue increase from expanded mining and early data center leasing.

๐Ÿ“Š Full AI analysis
$RKLB ยท 2026-Q2 Earnings

EPS: $-0.03 (est $-0.08) (+60.8%)
Revenue: $234.07M (est $235.97M) (-0.8%)

Rocket Lab's Q2 FY2026 revenue surged 62% on strong space systems growth and net loss narrowed, with backlog hitting a record $2.4 billion, but the pending $8 billion Iridium acquisition creates significant uncertainty.

๐Ÿ“Š Full AI analysis
$ACHR ยท 2026-Q2 Earnings

EPS: $-0.25 (est $-0.33) (+25.1%)
Revenue: $5M (est $2M) (+149.6%)

Archer Aviation posted a net loss of $263.2 million in Q2 FY2026 as R&D spending jumped 52%, while announcing a major acquisition of Boeing's Wisk, Insitu, and SkyGrid to expand its autonomous aviation platform.

๐Ÿ“Š Full AI analysis
$ASTS ยท 2026-Q2 Earnings

EPS: $-0.44 (est $-0.29) (-54.1%)
Revenue: $31.52M (est $35.68M) (-11.7%)

AST SpaceMobile ramped satellite production and generated initial revenues in Q2 FY2026, but a $125.9 million satellite loss and higher operating costs deepened its net loss.

๐Ÿ“Š Full AI analysis
$CRWV ยท 2026-Q2 Earnings

EPS: $-1.03 (est $-1.24) (+16.9%)
Revenue: $2.58B (est $2.61B) (-1.4%)

CoreWeave's Q2 FY2026 revenue more than doubled, but surging infrastructure costs led to a $626M net loss, even as operating cash flow turned strongly positive.

๐Ÿ“Š Full AI analysis
$LUNR ยท 2026-Q2 Earnings

EPS: $-0.16 (est $-0.10) (-61.5%)
Revenue: $206.17M (est $220.65M) (-6.6%)

Intuitive Machines' Q2 FY2026 revenue surged over 300% to $206.2 million primarily from the Lanteris acquisition, while net loss widened to $46.4 million amid contract losses and EchoStar-related credit exposure.

๐Ÿ“Š Full AI analysis
$ADI ยท 2026-Q3 Earnings

EPS: $3.45 (est $3.37) (+2.4%)
Revenue: $4.02B (est $3.96B) (+1.6%)

Analog Devices delivered Q3 FY2026 revenue of $4.02 billion, up 40% year over year, with diluted EPS of $2.74, driven by broad-based demand and AI-related data center strength.

๐Ÿ“Š Full AI analysis
$BILL ยท 2026-FY Earnings

EPS: $0.84 (est $0.72) (+16.9%)
Revenue: $436.19M (est $439.16M) (-0.7%)

In fiscal 2026, BILL expanded total payment volume 13% and revenue 13% but swung to a net loss as $90.9 million in restructuring costs and lower interest income outweighed improved operating leverage.

๐Ÿ“Š Full AI analysis