Earnings coverage

Every published Insight News article. Filter by the archetype of the print, scroll back through the catalogue.

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NuScale's transition from engineering fees to module deployment is backed by $1.9 billion in liquidity.

NuScale Power Q2 2026: Revenue Drops to Near Zero as Commercial Readiness Takes Center Stage

NuScale's Q2 revenue fell to $75K as FEED Phase 2 wrapped, but $1.9B in liquidity and key partnership milestones signal a shift from engineering to deployment.

Revenue

$75K

-99.1%

EPS

$-0.13

in line

WULF

Strategic

Aug 5

TeraWulf Q2: Anthropic Lease and $530M JV Sale Reshape the Thesis

A 401 MW, 20-year lease with Anthropic and the sale of a JV interest for ~$530M overshadow a quarter where GAAP revenue missed estimates.

Revenue

$44.8M

-6.0%

EPS

$-1.94

-3984.2%

ON Semiconductor's Power Solutions Group grew 19% YoY to $829M, fueled by AI data center demand.

Strategic

Aug 3

ON Semiconductor Q2 Beats as AI Demand Drives 40% EPS Growth

Revenue grew 9% YoY to $1.60B, EPS surged to $0.74, and free cash flow quadrupled to $425M. Q3 guidance points higher.

Revenue

$1.60B

+9.2%

EPS

$0.74

+39.6%

Vertex Pharmaceuticals reported Q2 revenue of $3.33B, beating consensus by $105M, and raised full-year guidance for the second consecutive quarter.

VRTX

Strategic

Aug 3

Vertex Q2 Beats, Raises Guidance, and Adds a Fifth Pillar with $10B Crinetics Deal

Revenue rose 12% to $3.33B, non-CF launches gain traction, and a $10B acquisition of Crinetics adds rare endocrine diseases.

Revenue

$3.33B

+12.5%

EPS

$4.73

+4.6%

ABBV

Strategic

Jul 31

AbbVie Q2 Beats as Apogee Deal Reshapes Immunology Pipeline

AbbVie beat Q2 estimates on Skyrizi and Rinvoq strength, then announced a $10.9B Apogee acquisition that trims full-year guidance by $0.14.

Revenue

$16.99B

+10.2%

EPS

$3.65

+22.9%

Comcast's headquarters in Philadelphia, where the company announced a tax-free spin-off of NBCUniversal and Sky.

CMCSA

Strategic

Jul 23

Comcast Q2 Beats as Spin-Off Plan, Peacock Profit Steal the Show

Comcast beat estimates on revenue and adjusted EPS, but the headline is a tax-free spin-off of NBCUniversal and Sky and Peacock's first-ever quarterly profit.

Revenue

$29.94B

-1.2%

EPS

$1.04

-16.8%

UEC's Burke Hollow project in South Texas is America's largest greenfield ISR uranium mine to enter service in over a decade.

UEC

Strategic

Jun 9

Uranium Energy Corp Q3: Burke Hollow Production Starts, Costs Rise

UEC begins output at its largest greenfield ISR project but sees Q3 costs spike to $54.61/lb on regulatory timing and higher state taxes.

Revenue

—

EPS

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