Companies
Earnings call briefs
Short briefs GetSignal writes with AI from a company's earnings call: what its executives said beyond the results release, with their exact words. Newest first.Short briefs GetSignal writes with AI from a company's earnings call, newest first.
249 briefs from 210 companies newest call first
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C3.ai says restructuring savings are approximately $135 million annualized
C3.ai expects a non-GAAP loss from operations of $123 million to $155 million in fiscal 2027 and $34.5 million to $42.5 million in the fiscal second quarter.
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Broadcom raises fiscal 2026 AI revenue outlook to $58 billion
Broadcom also said it is very much on target to exceed $30 in fiscal 2028 earnings per share.
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Snowflake raises fiscal 2027 product revenue outlook to $6.07 billion
Snowflake also now expects a 74% non-GAAP product gross margin for fiscal 2027, which includes a higher mix of AI workloads.
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Dell Technologies raises full-year revenue outlook to $192 billion at midpoint
Dell Technologies expects fiscal third-quarter revenue of $49 billion at the midpoint, up roughly 80% year-on-year.
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Palo Alto Networks sees fiscal 2027 Cortex revenue up approximately 30%
The company also said it expects network and AI security revenue growth of low double digits in fiscal 2027.
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Credo Technology Group expects more than $600 million in optical revenue
The company said it continues to expect an inflection in the second half of fiscal 27, with zero-flap optics, silicon-photonics PICs and optical DSPs each contributing more than $100 million.
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Medtronic raises fiscal 2027 organic revenue growth outlook to 7.25% to 7.75%
Medtronic also said it expects fiscal second-quarter EPS of $1.32 to $1.34 and fiscal 2027 EPS of $5.94 to $6.
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Marvell Technology raises fiscal 2028 revenue outlook to about $18 billion
The company now expects fiscal 2027 revenue to grow approximately 45% year-over-year to roughly $12 billion, up from approximately $11.5 billion.
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Synopsys raises full-year cash flow guidance to approximately $2.8 billion
Synopsys also said non-GAAP earnings per share are now expected at $15.04 to $15.10, up $0.31 at the midpoint.
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NVIDIA says gross margin will bottom at 71% to 72% in fiscal fourth quarter
NVIDIA said its preliminary view is that fiscal 2028 revenue will grow approximately 70%, with supply expected to remain a bottleneck at least through fiscal 2028.
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Alibaba Group says it expects cloud revenue growth to accelerate further
The company also said compute demand will continue to outstrip supply as it ramps up capacity in the second half.
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Walmart raises full-year EPS guidance to $2.80 to $2.87
Walmart said it raised its operating income growth guidance to 7% to 8.5%, from 6% to 8%.
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Lowe's Companies updates 2026 outlook to bottom end of prior range
The company expects sales of approximately $92 billion, roughly flat comparable sales, adjusted operating margin of approximately 11.6% and adjusted diluted earnings per share of approximately $12.25.
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The TJX Companies says its long-term store potential rises to 7,500 stores
The TJX Companies raised its fiscal 2027 adjusted diluted EPS outlook to $5.15 to $5.20, up 9% to 10% from last year's adjusted $4.73.
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Soluna Holdings plans to fund large AI builds mainly with project debt
For a 100-megawatt build-out, Chief Financial Officer Michael Picchi said the remaining 20% to 30% would come from Soluna contributions or third-party project equity.
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EnerSys expects net investment of approximately $500 million in lithium plant
EnerSys expects the Greenville plant to have initial annual capacity of approximately 1 gigawatt hour and an internal return in the mid-20s.
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Brookfield sees path to more than $300 billion insurance assets by decade end
Just Group generated approximately $29 million of earnings in its first quarter of ownership, a going-in return on equity of approximately 12%.
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Bit Digital says its board is evaluating a share buyback, with no timing set
Tabar said the discount to net asset value has at times exceeded 40%, and that the board is still considering how and when to do a buyback.
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Cisco Systems expects $7.5 billion in fiscal 2027 hyperscaler AI revenue
Cisco Systems also gave fiscal 2027 revenue guidance of $72.2 billion to $73.4 billion.
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Nebius Group raises its year-end contracted power target to 5 gigawatts
Nebius Group also said it expects more than $9 billion of upfront customer prepayments in 2026.
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Lumentum Holdings says components to supply about half of fiscal Q1 growth
The company expects systems, including 1.6T transceivers and accelerating OCS deliveries, to supply the other half of that growth.
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CoreWeave raises 2026 revenue guidance to $12.4 billion to $13.2 billion
CoreWeave also raised its 2026 adjusted operating income guidance to $960 million to $1.15 billion.
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AST SpaceMobile expects third-quarter adjusted operating expenses to increase
AST SpaceMobile also expects full-year 2026 adjusted operating expenses, excluding adjusted cost of revenues, to average approximately $100 million per quarter, or $400 million in total.
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Riot Platforms says it executed a 191-megawatt data center lease at Rockdale
Riot Platforms said the initial term is expected to bring approximately $9.1 billion in total contract revenue, or approximately $16.1 billion if both 5-year extensions are exercised.
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Babcock & Wilcox Enterprises raises 2026 adjusted EBITDA target range
Babcock & Wilcox Enterprises said it expects a second data center project to move to full notice to proceed this year.
How these are written
- The source: the company's own earnings call. A brief says what its named executives added beyond the results release, and what they say is attributed to them or to the company.
- The quotes: each one is an executive's exact words, checked word for word against the call before the brief is shown.
- The checks: each brief is written by GetSignal with AI and checked against the call before it is shown.
- The date: the day of the call. Not investment advice. A brief reports what the company said, its outlook included; it is not a view on the stock.
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