Earnings calls
Earnings call briefs
249 briefs from 210 companies, page 9 of 10.
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.
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Newest call first, 25 to a page- Q2 2026 call
HIMS · Aug 10, 2026 · Q2 2026 call
Hims & Hers Health raises 2026 revenue outlook to $3.1 billion to $3.3 billion
It expects 2026 adjusted EBITDA of $275 million to $325 million, a 9% margin at the midpoints.
- Q2 2026 call
RKLB · Aug 10, 2026 · Q2 2026 call
Rocket Lab expects Q3 GAAP operating expenses of $143 million to $149 million
The company said it expects non-GAAP operating expenses of $121 million to $127 million, with spending shifting from R&D to flight inventory.
- Q2 2026 call
BTDR · Aug 10, 2026 · Q2 2026 call
Bitdeer Technologies revises crypto capex to $200 million to $280 million
Chief Financial Officer Michael Potter said the range excludes SEALMINER hardware, GPUs, AI cloud and colocation development.
- Q2 2026 call
ABNB · Aug 6, 2026 · Q2 2026 call
Airbnb raises 2026 revenue and margin outlook
The company also said it expects third-quarter adjusted EBITDA margin to be down slightly from a year earlier, due to the timing of investments.
- Q2 2026 call
MNST · Aug 6, 2026 · Q2 2026 call
Monster Beverage says it has begun talks on selective U.S. price increases
Monster Beverage estimates July 2026 sales, excluding the alcohol brand segment and not currency adjusted, were approximately 14.3% higher than a year earlier.
- Q2 2026 call
QSR · Aug 6, 2026 · Q2 2026 call
Restaurant Brands International expects FX to reduce second-half AOI
Based on current rates, the company said the headwind is approximately $10 million to AOI and $0.02 to $0.03 to adjusted EPS.
- Q2 2026 call
NET · Aug 6, 2026 · Q2 2026 call
Cloudflare now expects up to $165 million in 2026 restructuring charges
Excluding the higher charges, Cloudflare said its 2026 free cash flow outlook remains unchanged.
- Q2 2026 call
HWM · Aug 6, 2026 · Q2 2026 call
Howmet Aerospace said it has raised its full-year 2026 guidance again
Howmet Aerospace now expects full-year 2026 revenue of $10.05 billion, plus or minus $50 million, and EBITDA of $3.23 billion, plus or minus $20 million.
- Fiscal Q4 2026 call
PH · Aug 6, 2026 · Fiscal Q4 2026 call
Parker-Hannifin says it expects fiscal 2027 adjusted EPS of $34.75 at midpoint
The company also set a fiscal 2031 adjusted segment operating margin target of 30%, 300 basis points above its fiscal 2029 target.
- Q2 2026 call
SEI · Aug 6, 2026 · Q2 2026 call
Solaris's initial fourth-quarter EBITDA guidance excludes ancillary benefits
Solaris said the initial range reflects the ramp of energization at its Stateline joint venture and its first location for a third hyperscaler customer.
- Q2 2026 call
HHH · Aug 6, 2026 · Q2 2026 call
Howard Hughes Holdings says roughly 78% of expected condo revenue is contracted
Chief Executive David O'Reilly said the company has more than $4 billion of future expected condominium revenue.
- Q2 2026 call
OXY · Aug 6, 2026 · Q2 2026 call
Occidental Petroleum expects $4 billion in added sustainable cash flow by 2030
Chief Executive Richard Jackson said the plan can be delivered without increasing production.
- Q2 2026 call
CEG · Aug 6, 2026 · Q2 2026 call
Constellation Energy says tax credit change will lift its 2030 earnings view
Constellation Energy said the projected 2030 nuclear production tax credit strike price rises to $50.88 per megawatt hour, from $49.88.
- Q2 2026 call
APP · Aug 5, 2026 · Q2 2026 call
AppLovin says it moderated buybacks in second quarter on lower free cash flow
AppLovin said the slower pace does not indicate a change in conviction, with about $1.8 billion remaining under its repurchase authorization.
- Q2 2026 call
LLY · Aug 5, 2026 · Q2 2026 call
Eli Lilly raises 2026 non-GAAP performance margin outlook to 49% to 50.5%
Chief Financial Officer Lucas Montarce said he does not expect one-off items, including U.S. rebate and discount adjustments, to continue into the second half.
- Q2 2026 call
WULF · Aug 5, 2026 · Q2 2026 call
TeraWulf estimates WULF Compute cost at approximately $9.1 million per megawatt
TeraWulf said the figure is within its original range of $8 million to $10 million per megawatt, and above the approximately $8.6 million financed in October 2025.
- Fiscal Q3 call
DIS · Aug 5, 2026 · Fiscal Q3 call
Walt Disney raises fiscal '26 share repurchase plan to at least $9 billion
Walt Disney said the increase uses cash set aside for the OpenAI deal and expected proceeds from the A&E transaction.
- Q2 2026 call
CVS · Aug 5, 2026 · Q2 2026 call
CVS Health raises 2026 cash flow outlook to at least $11.5 billion
CVS Health said it expects 2026 total revenues of at least $414 billion.
- Q2 2026 call
KHC · Aug 5, 2026 · Q2 2026 call
Kraft Heinz says 2026 investment levels will be the base for 2027
Chief Financial Officer Andre Maciel said consumption was about minus 1% in July.
- Q2 2026 call
GILD · Aug 4, 2026 · Q2 2026 call
Gilead Sciences raises its 2026 HIV sales growth guidance to 9% to 10%
The company also raised the lower end of its total product sales range to $30.1 billion to $30.4 billion.
- Q2 2026 call
AMD · Aug 4, 2026 · Q2 2026 call
Advanced Micro Devices now expects growth substantially above its 35% target
Chair and CEO Lisa Su said server revenue is now expected to grow more than 70% in 2027, off a much higher base.
- Q2 2026 call
ANET · Aug 4, 2026 · Q2 2026 call
Arista Networks raises 2026 revenue outlook to approximately $12.6 billion
Arista Networks also said it now targets a fiscal 2026 operating margin of 48% to 49%, while maintaining its 62% to 64% gross margin range.
- Q2 2026 call
AMGN · Aug 4, 2026 · Q2 2026 call
Amgen says it now expects 2026 other revenue of approximately $1.9 billion
Amgen also said a $100 million upfront business development payment will raise its third-quarter non-GAAP R&D expense.
- Q2 2026 call
CMI · Aug 4, 2026 · Q2 2026 call
Cummins raises its 2026 China revenue outlook to about 15% growth
Cummins also said its 2026 North America heavy-duty truck forecast is now 240,000 to 250,000 units, up from 230,000 to 250,000.
- Q2 2026 call
PFE · Aug 4, 2026 · Q2 2026 call
Pfizer expects about $2.5 billion in added net cost savings, 2027 to 2029
The total includes $1 billion from technology and simplification efforts and approximately $1.5 billion from the next manufacturing phase.
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.