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R. Jeffrey Bailly: Thank you, Ron, and thank you to everyone joining the call. UFP had a strong second quarter. Revenue from our two largest customers, Intuitive Surgical and Stryker, grew 10% and 567%, respectively.
Please refer to the Investors section of our website for important information including our earnings press release and investor presentation, which include our GAAP to non-GAAP reconciliation as well as additional details of our revenue breakdown. In addition, today's discussion will contain forward-looking statements about the future financial performance of the company.
Parag Agarwal: Good afternoon, and thank you for joining ON Semiconductor Corporation’s first quarter results conference call. Important factors that can affect our business, including factors that could cause actual results to differ materially from our forward-looking statements, are described in our most recent Form 10-K, Form 10-Q, and other filings with the Securities and Exchange Commission and in our earnings release for the first quarter.
Both Uber and Lyft are expected to report their next set of quarterly results soon. But are analysts' revisions bearish or bullish?
Paul will share general observations regarding the quarter, then Keith will provide further details on our financial results and guidance. First, today’s discussion contains forward-looking statements that are predictions, projections, or other statements about future events which are based on management’s current expectations and beliefs, and therefore are subject to risks, uncertainties, and changes in circumstances. For more information on the risks and uncertainties that could cause our actual results to differ materially from what we discuss today, please refer to the Risk Factors section in our SEC filings, including our Annual Report on Form 10-K and our Quarterly Report on Form 10-Q. Please note that the company does not intend to update or alter these forward-looking statements to reflect events or circumstances arising after this call.
Evolus (NASDAQ:EOLS) reported first-quarter results that management said reflected a stronger operating model following cost structure changes implemented last year, while reiterating its full-year 2026 outlook for double-digit revenue growth and adjusted EBITDA profitability. First-quarter results
Ichor (NASDAQ:ICHR) reported first-quarter 2026 results that landed at the upper end of management’s expectations, driven by a sharp sequential increase in demand and what executives described as improving operating leverage early in a multi-year growth cycle. First-quarter results show sequential
Vertex Pharmaceuticals Incorporated is off to a terrific start in 2026, which we see as a year defined by execution. Q1 revenue growth was strong across the portfolio as we reach more patients with more products and delivered total product revenue of $2.99 billion, reflecting 8% growth year over year. Another highlight in Q1 was that products from the new disease areas, namely KASJEVY and GERNAVICS, drove approximately 25% of total product revenue growth.
Adeia (NASDAQ:ADEA) reported first-quarter 2026 results driven by new license agreements and continued expansion beyond its legacy pay TV business, while also disclosing that President and CEO Paul Davis plans to step down later this year. Quarterly results and deal activity Davis said the company
William J. Ready: We entered 2026 focused on delivering the next phase of growth at Pinterest, Inc., and our stronger than expected first quarter results reflect our early progress. Pinterest, Inc. is a destination where our 631 million monthly active users, all of whom are logged in, come to discover what they want and go do it in the real world. By understanding not just what a user is searching for today, but who they are and how their interests are evolving, we have made Pinterest, Inc. a highly personalized AI-powered shopping assistant.
The headline numbers for Vertex (VRTX) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
OSI (OSIS) delivered earnings and revenue surprises of +2.70% and +0.40%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
EverQuote (EVER) delivered earnings and revenue surprises of +18.61% and +5.84%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Alamo Group (ALG) delivered earnings and revenue surprises of +19.07% and +5.54%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Adeia (ADEA) delivered earnings and revenue surprises of +7.04% and +0.31%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Monday, BWX Technologies reported first-quarter earnings per share of $1.12 from sales of $860.2. million.
Shares of Firefly Aerospace rocketed higher after the space technology company reported better-than-expected first-quarter earnings. Firefly is still a smaller, growing company. Wall Street was looking for sales of $77.1 million, according to FactSet.
Palantir (PLTR) beat first quarter estimates, posting adjusted earnings of $0.33 per share (vs. expectations of $0.28) and revenue of $1.63 billion (vs. expectations of $1.54 billion). Futurum chief market strategist Shay Boloor joins Yahoo Finance to discuss the results.
Pinterest (PINS) delivered earnings and revenue surprises of +23.74% and +4.54%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Ameresco (AMRC) delivered earnings and revenue surprises of -22.22% and +10.27%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Palantir reported Q1 earnings and revenue that beat estimates amid strength in its U.S. government business.
Adjusted earnings were 27 cents a share. Analysts were expecting earnings of 23 cents a share. In January, Pinterest disclosed that is was laying off “less than 15%” of its workforce in a regulatory filing.
Palantir Technologies (PLTR) late Monday raised its 2026 revenue outlook following first-quarter res
ON Semiconductor narrowly tops first-quarter earnings expectations and shares fall amid heightened investor expectations.
The data analytics company now expects $7.65 billion to $7.66 billion in full-year revenue, up from its February forecast
The stock was down 14% in late trading despite double-digit gains in subscription and advertising revenue.
Moby summary of Pinnacle West Capital Corporation's Q1 2026 earnings call
David Moatazedi: Thank you, Nareg, and good afternoon, everyone. Internationally, the business continues to deliver strong performance and is increasingly contributing to our growth trajectory as we expand our global footprint in key markets.
Pinterest stock jumped late Monday after the social media company reported first-quarter results that beat expectations, with revenue sharply ahead of prior forecasts. Pinterest said that it earned an adjusted 27 cents per share for the March-ended quarter, up 17% from a year earlier. For the current quarter, Pinterest guided for sales of $1.14 billion at the midpoint of its given range.
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