Earnings coverage

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

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Macy's comparable sales rose 2.7% in Q2, driven by strength across all nameplates including Bloomingdale's.

Guidance

Sep 10

Macy's Q2 Beats, Raises Full-Year Guide as Bloomingdale's Surges

Macy's delivered a 2.7% comp gain and $0.63 adjusted EPS, lifting all full-year metrics despite tariff noise.

Revenue

$4.87B

+1.1%

EPS

$0.63

+80.0%

AeroVironment's tactical drone systems, including the Switchblade loitering munition, drove a 21% AxS segment revenue surge in Q1.

AVAV

Beat

Sep 9

AeroVironment Q1 Beats on EPS, Backlog Hits Record $1.5B

Non-GAAP EPS of $0.59 crushed the $0.22 estimate on 21% AxS growth, but full-year guidance stayed flat.

Revenue

$480.5M

+5.7%

EPS

$0.59

+84.4%

SAIL

Beat

Sep 9

SailPoint Q2: ARR Hits $1.23B as AI-Driven Growth Accelerates

Revenue of $309M missed estimates by a hair, but SaaS ARR surged 36% and AI-driven ARR topped $70M, signaling a structural shift in the identity security market.

Revenue

$308.8M

+16.8%

EPS

$0.09

+28.6%

Chewy's Autoship subscription model drove recurring revenue growth, with net sales rising 7.3% to $3.33 billion in Q2.

CHWY

Guidance

Sep 9

Chewy Q2 Beats on Revenue and Profit, Raises Full-Year Outlook

Net sales hit the high end of guidance as recurring Autoship revenue and customer growth drive a 90bps adjusted EBITDA margin expansion.

Revenue

$3.33B

+7.3%

EPS

$0.36

+9.1%

A field-service contractor uses a tablet on a construction site, reflecting the digital tools driving ServiceTitan's 22% platform revenue growth.

TTAN

Beat

Sep 8

ServiceTitan Q2 Beats as AI Adoption Accelerates, Margins Expand

Revenue rose 21% to $292.8M, topping estimates, as Max locations doubled and non-GAAP operating margin hit 15.2%.

Revenue

$292.8M

+20.9%

EPS

$0.40

+21.2%

GameStop's collectibles segment surged 57% to $356.3 million, now 45% of total revenue and driving a 1460-basis-point gross margin expansion.

GME

Guidance

Sep 8

GameStop Q2: Collectibles Surge Powers Record Operating Income, Guide Raised

GameStop raised its full-year Adjusted EBITDA outlook to over $650M as collectibles sales surged 57% to 45% of revenue.

Revenue

$790.2M

-18.7%

EPS

$0.27

+8.0%

PATH

Beat

Sep 3

UiPath Q2 Beats on Revenue, Guides Up as Leadership Reshuffles

Revenue of $410M topped estimates by $12.6M, and full-year guidance was raised modestly, but the bigger story is a C-suite reorg that sharpens operational focus.

Revenue

$410.3M

+13.4%

EPS

$0.15

in line

DOCU

Guidance

Sep 3

DocuSign Q2 Beats, Raises FY Guide as AI Platform Hits 15% of ARR

Revenue and EPS topped consensus; IAM's share of total ARR jumped 250bp sequentially, driving a higher full-year outlook.

Revenue

$875.7M

+9.4%

EPS

$1.16

+26.1%

Samsara’s Connected Operations platform helps fleet managers navigate routes and monitor vehicle performance in real time.

IOT

Beat

Sep 3

Samsara Q2 Beats as Large Customers Push ARR Past $2.1B

Revenue grew 30% to $508.4M, topping estimates by $25M, as customers with over $1M in ARR surged 50%+ for a third straight quarter.

Revenue

$508.4M

+29.9%

EPS

$0.20

+66.7%

Zscaler's cloud security platform relies on a global network of data centers, where infrastructure like this server rack supports its operations.

Beat

Sep 3

Zscaler Q4 Beats Across the Board as Non-GAAP Op Margin Hits Record 24%

Revenue and EPS topped estimates; FY27 guidance signals a deliberate deceleration as the company prioritizes profitability over top-line growth.

Revenue

$898.2M

+24.9%

EPS

$1.19

+33.7%

Planet Labs operates a constellation of over 200 small satellites, capturing daily imagery of Earth's landmass.

Beat

Sep 3

Planet Labs Q2 Revenue Surges 58%, Turns Non-GAAP Profitable

Record $116M quarter beats estimates by $11.5M; adjusted EBITDA hits $13.9M as the satellite imagery company hits the Rule of 40 for the fourth straight quarter.

Revenue

$116.1M

+58.1%

EPS

$0.02

+126.9%