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Moby summary of Zimmer Biomet Holdings, Inc.'s Q2 2026 earnings call

Moby summary of One Stop Systems, Inc.'s Q2 2026 earnings call

Kraft Heinz narrows market share losses to 30 bps, boosts marketing spend by $100 million, and positions 2026 as the margin trough year amid improving consumption trends.

Moby summary of Avnet, Inc.'s Q4 2026 earnings call

IonQ posts second-quarter earnings just days after the quantum computing company closed a major acquisition.

Western Digital forecast quarterly revenue slightly above Wall Street estimates on Wednesday, betting ‌on strong AI-driven demand for its hard disk ‌drives. Still, its shares dropped more than 9% in extended trading, after ​the forecast failed to impress investors even though the stock has tripled this year on expectations of sustained AI-driven growth. Memory and storage stocks have soared this year as ‌investors bet data-center ⁠demand will support pricing and fuel growth across the industry.

Shares of ad-technology platform AppLovin fell sharply after it reported soft second-quarter earnings on Wednesday afternoon. AppLovin stock was down 21% in after-hours trading. Sales came in at $1.92 billion, just shy of the $1.94 billion expected by Wall Street and up 53% since last year.

The maker of Kraft Mac & Cheese plans to increase marketing spending to at least 6% of net sales, leaning on partnerships with the NFL and Disney and new campaigns as it tries to reverse a U.S. sales slump. “There’s nothing like putting a princess on a package that really gets young people excited,” says Steve Cahillane, CEO of Kraft Heinz, which said Wednesday it plans to spend an extra $100 million to catch more Americans' attention. Kraft Heinz said its marketing push is helping sales, though net sales still slipped 1.4% in the second quarter.

Block raised its full-year guidance and reported higher second-quarter revenue as growth in its commerce and financial solutions businesses helped to offset declines in Bitcoin.

Improved guidance did not resolve investor concern about declining volume, rising investment and persistent inflation.

Investing.com -- Western Digital Corporation reported fourth quarter earnings per share of $3.56 on Wednesday, beating analyst expectations of $3.29 by $0.27. The data storage company posted revenue of $3.75 billion for the quarter, above the consensus estimate of $3.69 billion.

Investing.com -- AppLovin Corporation (NASDAQ: APP) saw its shares crater 20% after delivering second-quarter results that proved sky-high profit growth isn’t always enough for Wall Street. Despite surging year-over-year earnings, the marketing software titan missed sales targets and issued a lukewarm forecast for the quarter ahead.

Sports betting and online gaming giant DraftKings Inc (NASDAQ:DKNG) looks to turn things around when the company reports second-quarter financial results Thursday after market close. Here are the earnings estimates, analyst ratings and key items to watch. DraftKings Q2 Earnings...

Investing.com -- MercadoLibre Inc (NASDAQ:MELI) reported second quarter earnings that exceeded analyst expectations, but shares slipped 3% in after-hours trading Wednesday as investors weighed margin compression against strong revenue growth.

The decline in profit was driven by higher costs of revenue from more orders, as well as increases in sales, marketing, and research and development expenses and other overhead costs, the company said.

The company’s quarterly sales were just below analysts’ forecast, and it gave a softer third-quarter outlook than Wall Street was looking for.

Fedena reduced his direct equity stake by 18% following a 213% one-year stock surge, while maintaining a 0.11% ownership interest in the refiner.

The hard-drive maker reports better-than-expected earnings for its fiscal fourth quarter, but guidance disappoints.

Block stock fell amid Q2 earnings and revenue that topped consensus estimates while profit guidance met expectations.

E.l.f.’s sales climbed 36% in the first quarter to $479.4 million, and the company raised its full-year sales guidance.

EBay stock climbed late Wednesday after Q2 results exceeded expectations. Guidance for the September quarter was mixed.

SpaceX shares dropped 14%. Elon Musk’s space company late Tuesday said its capital expenditures topped $18 billion last quarter, double the previous quarter’s total, mainly tied to its artificial-intelligence build-out. AMD shares also fell 7% after Musk said SpaceX would exclusively use chips from rival Nvidia, shares of which gained 4%.

The company posted a higher net income of $6.9 billion as the artificial-intelligence buildout continued to fuel demand for data storage.

Western Digital reported a more than elevenfold increase in its fourth-quarter profit, driven by continued strong demand for its memory technology.

The company now expects organic growth of 4% to 5% for the full year, down from its prior forecast of 7% to 9%.

Western Digital stock slid late Wednesday despite the hard-disk drive maker reporting fiscal fourth-quarter results ahead of estimates. Western Digital said its earnings climbed 109%, to $3.56 per share, for the June quarter. Western Digital and its rival Seagate Technology dominate the hard-disk drive market.

On the earthly stock market, shares of SpaceX tumbled today. Beyond this world, part of a SpaceX rocket literally crashed into the moon. The European Southern Observatory, a multi-nation group that operates research telescopes, said in social media posts that they detected sodium and lithium signatures in a plume created when the vehicle slammed into the lunar surface early Wednesday.

EBay forecast third-quarter revenue above Wall Street estimates on ‌Wednesday, leaning on its push into ‌authenticated luxury goods, collectibles and refurbished products to bring ​more high-value buyers to its online marketplace. The company has sharpened its focus on enthusiast buyers through "focus categories" where buyers value selection ‌and specialist ⁠services. These include trading cards and other collectibles, auto parts and ⁠accessories and refurbished electronics.

Figma lifted its annual revenue forecast on Wednesday, encouraged by strong demand for its ‌design software products, as the company's efforts to integrate AI ‌in its tools helped attract and retain more users. Known for its browser-based platform that allows design teams to collaborate in real time, Figma has ‌leaned in hard on artificial ⁠intelligence, embedding the technology across its portfolio to draw in more users by making its tools more accessible ⁠and easier to use. Figma's AI efforts are paying off, with customers increasingly adopting its AI tools for tasks ranging from sketching and brainstorming to coding and shipping products.

GE Vernova collaborator AirJoule is riding high on the AI data-center boom's formidable thirst — and excess waste heat.