Earnings coverage

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

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Multiple satellite dishes in a field represent Viasat's communication infrastructure, which underpinned a record $4.2B backlog in Q1.

Viasat Q1: In-line print masks a record defense backlog and a narrowing window on ViaSat-3

Revenue dipped 1% and adjusted EBITDA fell 7%, but $524M in DAT awards and a $4.2B total backlog point to a stronger second half.

Revenue

$1.16B

-1.2%

EPS

$0.17

in line

AMD's data center segment revenue doubled year over year, powering record total revenue of $11.5 billion in Q2.

AMD

In line

Aug 4

AMD Q2 revenue hits record $11.5B as Data Center doubles, but margins tell the real story

Revenue and EPS beat estimates, but the 56% non-GAAP gross margin is the number that matters for the second half.

Revenue

$11.54B

+50.1%

EPS

$1.66

+245.8%

Kratos' unmanned systems, including tactical drones, are a key growth driver in the KGS segment, which posted 36.4% revenue growth in Q2.

KTOS

Beat

Aug 4

Kratos Q2 Beats on Revenue and EPS, Raises Full-Year Guidance

Revenue surged 30.5% YoY to $458.8M, beating estimates by $48.4M, as KGS segment growth of 36.4% drove the upside.

Revenue

$458.8M

+30.5%

EPS

$0.21

+90.9%

Pinterest's 640 million monthly active users drove an 18% revenue increase in Q2.

PINS

Beat

Aug 4

Pinterest Q2 Beats on Revenue and Users, Buyback Tops $2B

Revenue grew 18% to $1.18B, MAUs hit 640M, and non-GAAP EPS of $0.43 beat estimates by $0.07.

Revenue

$1.18B

+18.2%

EPS

$0.43

+30.3%

ANET

Beat

Aug 4

Arista Networks Q2 2026: First $3B Quarter, Guidance Signals More

Revenue surged 38% YoY to $3.04B, beating estimates by $200M, as non-GAAP operating margin hit 49.9%.

Revenue

$3.04B

+37.7%

EPS

$1.02

+39.7%

Cipher Mining's Q2 revenue fell 43% YoY as the company accelerates its pivot to high-performance computing.

CIFR

Miss

Aug 4

Cipher Mining Q2 Misses as Bitcoin Revenue Falls, HPC Transition Accelerates

Revenue of $24.8M missed estimates by 22% and fell 43% YoY; a $150.5M non-cash warrant charge drove the GAAP loss to $(0.65)/share.

Revenue

$24.8M

-43.0%

EPS

$-0.65

-441.7%

Hut 8 is pivoting from Bitcoin mining to AI data center landlord, with revenue up 81% YoY to $74.9M.

HUT

Miss

Aug 4

Hut 8 Q2 revenue misses estimates as Bitcoin volatility masks AI data center progress

Revenue rose 81% YoY to $74.9M but fell short of consensus; a $138.6M unrealized loss on digital assets drove a GAAP loss of $1.27 per share.

Revenue

$74.9M

+81.4%

EPS

$-1.27

-207.6%

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%

BWXT

Beat

Aug 3

BWX Technologies Q2 Beats as Commercial Revenue Surges 72%

Non-GAAP EPS of $1.07 topped estimates by 3%, driven by a tripling of Commercial segment operating income.

Revenue

$901.6M

+18.0%

EPS

$1.07

+4.9%

SNAP

Beat

Aug 3

Snap Q2 Beats on Revenue and EBITDA as Restructuring Takes Hold

Revenue grew 19% YoY to $1.60B, beating estimates, as cost discipline drove Adjusted EBITDA to $250M from $41M.

Revenue

$1.60B

+18.9%

EPS

$-0.10

+37.5%

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%

UFC events drove a 29% surge in segment revenue to $535.7 million, powering TKO Group's Q2 beat and full-year guidance raise.

TKO

Guidance

Aug 3

TKO Group Raises Full-Year Guidance as Q2 Revenue Rises 18%

Revenue and EBITDA guidance lifted after strong H1, though EPS missed estimates and legal costs weighed.

Revenue

$1.55B

+18.2%

EPS

$1.34

+14.5%