Earnings coverage

Jun 4

Rubrik Q1 Beats Across the Board, Raises Full-Year Guidance

Subscription revenue surged 41% YoY, driving a $0.16 non-GAAP EPS that crushed the $(0.03) estimate.

$387.1M

+39.0%

$0.16

+206.7%

A technician services an outdoor HVAC unit, the type of field-service work powered by ServiceTitan's platform.

TTAN

Jun 4

ServiceTitan Q1 Beats as Non-GAAP Operating Margin Doubles to 15.2%

Revenue of $268.8M topped estimates by $12.1M; guidance for Q2 and FY2027 came in above consensus.

$268.8M

+24.6%

$0.37

+172.5%

Broadcom's AI revenue soared 143% to $10.8B as hyperscaler demand drives data center buildout.

AVGO

Jun 3

Broadcom Q2 Beats as AI Revenue Surges 143%, Q3 Guidance Soars

AI semiconductor revenue hit $10.8B and is guided to $16B next quarter, driving a 48% revenue beat and a 69% EBITDA margin.

$22.19B

+47.9%

$2.44

+54.4%

OLLI

Jun 3

Ollie's Bargain Outlet Q1 Beats by 28% as Gross Margin Surprises

Adjusted EPS of $0.91 crushed the $0.71 consensus on 14% revenue growth and 80bps of gross margin expansion.

$658.9M

+29.5%

$0.91

+21.3%

Buckle's Q1 results were boosted by a $19.1M settlement credit, masking underlying expense trends.

BKE

May 29

Buckle Q1 Beats on $19.1M Settlement Boost; Comps Up 5.1%

Net income rose 33% to $46.9M, but a one-time interchange fee credit accounted for most of the earnings surprise.

$288.7M

+6.1%

$0.92

+31.4%

COST

Costco Q3: Revenue Miss, EPS Beat, Digital Growth Accelerates

Net sales rose 11.6% to $69.15B but fell short of consensus; EPS of $4.93 topped estimates as membership income surged and digital comps jumped 21.5%.

$69.15B

+11.6%

$4.93

+15.2%

DELL

Dell Q1 Revenue Doubles on AI Server Surge, Guidance Raised Sharply

Revenue hit $43.8B (+88% YoY) and non-GAAP EPS $4.86 (+214%), both crushing estimates, as AI server orders reached $24.4B.

$43.84B

+87.5%

$4.86

+213.5%

PATH

UiPath Q1 Beats on Revenue, Posts First GAAP Profit

Revenue of $418M topped guidance and estimates; GAAP operating income of $28M marks a first for the quarter.

$418.4M

+17.3%

$0.15

+36.4%

SentinelOne's cybersecurity platform is built on a modern, scalable infrastructure, as depicted in this data center image.

SentinelOne Q1: Record Net New ARR, Raised Guidance as Platform Diversification Accelerates

Revenue grew 21% to $277M, slightly above consensus, while non-GAAP EPS of $0.04 beat estimates by a penny. The real story is accelerating ARR growth and a raised full-year outlook.

$277.0M

+20.9%