Technology Earnings Report — 2026-08-29 to 2026-10-13
Report generated: 2026-10-13 09:04:38 EDT
Overview
Companies reported: 51 (2026-08-29 - 2026-10-13). The Technology sector delivered broadly positive results, driven primarily by surging demand for AI infrastructure and semiconductor components. Major players like Broadcom (AVGO), Micron (MU), and Oracle (ORCL) reported record revenue and earnings growth, fueled by robust orders for AI chips, memory, and cloud services. While the majority of companies raised guidance and expanded margins, a small subset faced headwinds from macro uncertainty or specific segment declines, resulting in mixed outlooks for firms like XTI Aerospace (XTIA) and C3 AI (AI).
Leaderboard
Top 5 by Revenue Growth (YoY)
| # | Company | Ticker | Revenue Growth YoY | Revenue |
|---|---|---|---|---|
| 1 | Gloo Holdings, Inc. | GLOO | 188% | $46.6 million |
| 2 | Broadcom Inc. | AVGO | 86% | $29.6 billion |
| 3 | AtlasClear Holdings Inc. | ATCH | 85% | $20.1 million |
| 4 | SolarMax Technology Inc. | SMXT | 49% | $10.2 million |
| 5 | Ciena Corp. | CIEN | 37% | $1.671 billion |
Gloo Holdings (GLOO) growth rate is derived from Q2 2026 results, while Broadcom (AVGO) and Ciena (CIEN) reflect Q3 2026 performance.
Top 5 by Net Income Growth (YoY)
| # | Company | Ticker | Net Income Growth YoY | Net Income |
|---|---|---|---|---|
| 1 | Penguin Solutions | PENG | 611% | $181 million |
| 2 | Ciena | CIEN | 423% | $1.83 per share |
| 3 | Micron Technology | MU | 257% | $84.97 billion |
| 4 | Broadcom | AVGO | 171% | $16.0 billion |
| 5 | Oracle | ORCL | 60% | $4.7 billion |
Note: Ciena (CIEN) growth rate is derived from the increase in GAAP net income per diluted share from $0.35 to $1.83.
Themes
- AI infrastructure demand is a primary growth driver, with companies like Broadcom (AVGO), Oracle (ORCL), and Micron (MU) reporting record revenue surges and raised guidance specifically attributed to AI semiconductor, cloud, and memory demand.
- Strategic pivots toward AI-native platforms and products are evident across the sector, as seen with Oracle (ORCL) booking $30 billion in AI cloud contracts, Snowflake (SNOW) reporting 126% net revenue retention, and ServiceTitan (TTAN) investing in AI to enhance velocity.
- Significant capital expenditure is being deployed to support AI expansion, most notably by Oracle (ORCL) which spent $28.5 billion on capex to fund data center capacity, contrasting with the sector-wide trend of prioritizing free cash flow generation.
- Software companies are increasingly focusing on profitability and operational efficiency, with firms like UiPath (PATH) and Netskope (NTSK) reporting GAAP operating income turns or narrowed losses alongside strong ARR growth.
- M&A activity remains active as a growth lever, with Oracle (ORCL) and Broadcom (AVGO) executing large-scale deals, while others like ServiceTitan (TTAN) and Netskope (NTSK) utilize acquisitions to expand market reach and product capabilities.
- Revenue guidance is being raised across multiple segments, particularly in semiconductors and infrastructure, with Broadcom (AVGO) projecting 93% Q4 growth and Jabil (JBL) forecasting 24% net revenue growth for fiscal 2027.
- Capital allocation strategies are shifting toward shareholder returns and balance sheet optimization, with major repurchases by Broadcom (AVGO), Oracle (ORCL), and Netskope (NTSK), alongside dividend increases from Accenture (ACN) and Micron (MU).
- Supply chain and backlog strength are critical indicators of future performance, with InTest (INTT) and Frequency Electronics (FEIM) citing record backlogs driven by AI data center and defense demand, while Ciena (CIEN) raised guidance based on expanding supply capacity.
- Some companies face headwinds related to macro uncertainty or specific segment declines, such as Concentrix (CNXC) seeing technology sector revenue drops and C3 AI (AI) experiencing professional services declines, though many are offsetting these with subscription stability.
- Cost management and margin expansion are key themes, with companies like Optical Cable (OCC) and Ambarella (AMBA) leveraging operating leverage to expand gross margins, while others like Accenture (ACN) and Netskope (NTSK) target specific adjusted operating margin improvements.
Market Outlook & Trends
- Strong AI infrastructure demand is driving record revenue and backlog growth across semiconductor and infrastructure providers, with Broadcom (AVGO) reporting 221% AI semiconductor revenue growth and Micron (MU) securing design wins with every Tier 1 OEM for AI workstations.
- Data center expansion and AI compute contracts are fueling significant order book increases, evidenced by Penguin Solutions (PENG) securing a $10 billion compute contract in Norway and InTest (INTT) citing strong momentum into 2027 fueled by AI data center capacity expansions.
- Cloud and software revenue growth is accelerating, led by Oracle (ORCL) with 62% cloud revenue growth and Snowflake (SNOW) achieving 37% product revenue growth, while NetApp (NTAP) recorded record all-flash array net revenue up 47%.
- Several companies are raising full-year guidance based on strong momentum, including Jabil (JBL) projecting 24% revenue growth for fiscal 2027 and Ciena (CIEN) raising its full-year 2026 revenue guidance to $6.42 billion.
- Pricing power and margin expansion are evident in the software sector, with HubSpot (HUBS) flattening management layers to focus on customer outcomes and Oracle (ORCL) delivering record operating cash flow of $23 billion despite heavy capital deployment.
- Backlog levels are reaching record highs in hardware and equipment segments, with Frequency Electronics (FEIM) hitting a record $129 million backlog and Daktronics (DAKT) maintaining a robust product backlog exceeding $300 million for the sixth consecutive quarter.
- Strategic pivots toward AI and high-margin services are reshaping portfolios, such as Penguin Solutions (PENG) winding down its Edge manufacturing business to focus on AI infrastructure and Concentrix (CNXC) deriving 50% of revenue from business deployed within the last three years due to AI.
- Capital allocation strategies are shifting toward share repurchases and debt reduction, with Broadcom (AVGO) approving a quarterly dividend and Oracle (ORCL) executing $20 billion in equity sales to fund infrastructure, while NetApp (NTAP) and ServiceTitan (TTAN) are utilizing cash flow for buybacks.
- Risks identified by management include supply chain execution challenges, geopolitical conflicts, and market volatility, with Aeluma (ALMU) noting risks regarding CHIPS funding finalization and Palo Alto Networks (PANW) citing cloud provider competition and vendor consolidation.
Key Numbers
- Broadcom (AVGO) reported a record 86% year-over-year revenue surge to $29.6 billion, driven by a 221% jump in AI semiconductor revenue to $16.7 billion, while GAAP operating income expanded 171% to $16.0 billion.
- Micron Technology (MU) posted a record fiscal 2026 revenue of $133.19 billion, up from $37.38 billion the prior year, with full-year GAAP net income reaching $84.97 billion and an operating margin of 74.6%.
- Oracle (ORCL) achieved a 30% year-over-year revenue increase to $18.68 billion in Q1 FY27, with cloud revenues surging 62% to $11.6 billion, while GAAP net income rose 60% to $4.7 billion.
- Ciena (CIEN) saw fiscal Q3 2026 revenue grow 37% year-over-year to $1.671 billion, leading to a 215% increase in adjusted EPS to $2.11 and a raised full-year revenue guidance of $6.42 billion.
- Jabil (JBL) reported a 21% year-over-year revenue increase to $36.0 billion for fiscal 2026, with U.S. GAAP diluted EPS rising to $9.75 from $5.92 the prior year.
- Palo Alto Networks (PANW) recorded Q4 FY26 revenue growth of 34% year-over-year to $3.41 billion, with full-year revenue reaching $11.48 billion and Non-GAAP net income increasing to $853 million.
- Snowflake (SNOW) delivered 35% year-over-year revenue growth to $1.55 billion in Q2 FY27, while Non-GAAP operating income rose to $237.0 million with a 15.3% margin.
- Braze (BRZE) posted 26.2% year-over-year revenue growth to $227.2 million in Q2 FY27, narrowing its GAAP operating loss to $18.1 million and increasing non-GAAP operating income to $22.0 million.
- ServiceTitan (TTAN) grew total revenue 21% year-over-year to $292.8 million in Q2 FY27, narrowing its GAAP operating loss to $27.6 million and raising non-GAAP income from operations to $44.4 million.
- Netskope (NTSK) achieved 29% year-over-year revenue growth to $220.5 million in Q2 FY27, while narrowing its Non-GAAP operating loss to $19.3 million from $34.0 million in the prior year period.
Outliers
- Broadcom (AVGO) posted the strongest report with 86% revenue growth to $29.6 billion and AI semiconductor revenue surging 221% to $16.7 billion.
- Micron Technology (MU) delivered record fiscal 2026 revenue of $133.19 billion and a 74.6% operating margin, driven by unprecedented demand.
- Oracle (ORCL) achieved a 30% revenue increase to $19.3 billion with cloud revenues jumping 62% and booked over $30 billion in new AI cloud contracts.
- XTI Aerospace (XTIA) presented the weakest outlook, withdrawing 2026 guidance and disclosing substantial doubt regarding its ability to continue as a going concern.
- C3 AI (AI) reported a 25% year-over-year revenue decline to $52.4 million, primarily due to a sharp drop in professional services revenue.
- Aeluma (ALMU) posted a widened net loss of $9.2 million and declining Q4 revenue of $0.6 million despite a strategic shift toward commercialization.
- Moving Image Technologies (MITQ) recorded a 4.6% decline in net sales to $17.32 million with a widened Q4 net loss driven by shifted project timing.
25 most recent Technology earnings
- XTIATechnology
XTI Aerospace — Second Quarter 2026 Earnings Summary
XTI AEROSPACE INC
Anticipated Q2 2026 revenue of $32.4 million, gross profit of $5.6 million, and loss from operations of $9.1 million based on preliminary, unaudited data. Company is withdrawing previously issued 2026 financial guidance and plans to provide a comprehensive update at a later date. A July 2026 internal review concluded with no financial misstatements discovered, though the upcoming Form 10-Q will disclose substantial doubt regarding the company's ability to continue as a going concern. Management faces significant risks including potential failure to meet Nasdaq listing requirements, stock suspension, or delisting, alongside a commitment to enhance governance frameworks under Board oversight.
- SMXTTechnology
SolarMax Technology — Second Quarter 2026 Earnings Summary
SOLARMAX TECHNOLOGY INC
Revenue increased 49% year-over-year to $10.2 million, while gross profit surged 299% to $2.4 million. Net loss widened to $4.7 million ($0.98 per share) from $1.9 million in the prior year quarter, primarily driven by a one-time $4.3 million legal judgment expense in the China segment. Operating expenses rose to $6.9 million compared to $2.4 million in Q2 2025, reflecting the aforementioned legal charge. Strategic focus remains on scaling commercial solar development, expanding residential operations, and pursuing large-scale energy storage opportunities. Future outlook depends on commencing services on EPC contracts entered into in December 2025.
- AVXTechnology
AVAX One — Third Quarter 2026 Earnings Summary
AVAX ONE TECHNOLOGY LTD
Eliminated over $14.9 million in debt during Q3 2026, reducing the convertible debt balance to approximately $970,000, while share count increased to 9,987,248 from 7,363,270 following conversions and repurchases. Management reported strong progress in simplifying the balance sheet and preserving financial flexibility, with no specific forward-looking financial guidance or revenue targets provided. The company plans to enter the next phase of its digital asset treasury strategy, maintaining operations in Bitcoin mining and modular data center development. Key risks remain centered on the volatility of Bitcoin and AVAX prices, regulatory uncertainties, and heightened competition within the digital infrastructure sector.
- PENGTechnology
Penguin Solutions — Fiscal 2026 Earnings Summary
PENGUIN SOLUTIONS INC
Reported multiple company records for Q4 and full-year fiscal 2026, though specific revenue, earnings, and cash flow figures were not disclosed in the summary. Raised full-year fiscal 2027 outlook driven by strong AI momentum, with a strategic focus on scaling the AI Factory Platform to achieve operating leverage and sustainable earnings. Executing a strategic pivot by winding down the Penguin Edge manufacturing business and discontinuing its product sales to concentrate on data center AI infrastructure. Appointed Stephen Cumming as Senior Vice President and Chief Financial Officer, effective immediately, replacing Interim CFO Aaron Johnson who will return to VP of Finance and Accounting. Management maintains a disciplined approach to growth while navigating risks including geopolitical conflicts, supply chain disruptions, and potential contraction in memory and LED markets.
- PENGTechnology
Penguin Solutions — Fiscal 2026 Earnings Summary
PENGUIN SOLUTIONS INC
Fiscal 2026 net sales reached $1.73 billion (up 26% YoY), driven by a 68% Q4 sales increase to $567 million, while full-year net income surged 611% YoY to $181 million and diluted EPS rose 829% to $2.60. Management raised FY27 guidance to a midpoint of $2.43 billion in net sales (~40% growth) and $3.50 in diluted EPS (~35% growth), citing strong momentum from the AI Factory Platform and expanded neocloud demand. The company secured major strategic wins including a $10 billion compute contract for a 36,000-GPU AI factory in Norway, added 17 new AI Infrastructure customers in FY26, and closed a $750 million 0% coupon convertible senior notes offering. Balance sheet strength improved with cash and equivalents at $647.2 million, though long-term debt increased to $735.5 million, while deferred revenue grew 67% YoY to $123.3 million.
- AXILTechnology
AXIL Brands, Inc. — First Quarter Fiscal 2027 Earnings Summary
AXIL BRANDS INC
Net revenues declined 11.2% year-over-year to $6.1 million, though net income rose to $0.4 million ($0.05/share) from $0.3 million ($0.04/share) and operating income increased to $437,000 from $412,000. Adjusted EBITDA improved to $0.8 million from $0.7 million, while net cash provided by operating activities surged to $3.8 million from $739,000 used in the prior year. Strategic launch of XCOR II generated initial orders exceeding $3.6 million as of September 30, 2026, with management anticipating these orders and associated costs to convert to revenue in the second quarter. Reviv3 hair and skin care brand relaunched with three strategic partners receiving a 25% ownership interest for services, recorded as a $137,511 non-cash expense without cash deployment. Management expressed optimism for fiscal 2027, citing strong early demand for XCOR II and the conversion of first-quarter advertising and inventory staging into future revenue.
- BLINTechnology
Bridgeline Digital — Fiscal 2026 Earnings Summary
BRIDGELINE DIGITAL INC
Fiscal 2026 new customer acquisitions reached a record 38 customers generating $8M TCV and $2.2M ARR, while Net Revenue Retention (NRR) stood at 105% and ARPU increased 35% year-over-year. HawkSearch dominated revenue composition, accounting for 89% of total sales in fiscal 2026 and 96% in Q4, with nearly $10M in revenue including $8M in high-margin multiyear subscriptions. Management expects Core products to achieve double-digit growth for fiscal 2026, representing 61% of total revenue, and anticipates the current weekly customer win rate will grow in 2027. The company maintains a balance sheet with approximately $1.0M in cash and less than $200K in legacy bank debt, while continuing to support legacy products to fund investment in HawkSearch.
- HUBSTechnology
HubSpot — Q4 2024 Earnings Summary
HUBSPOT INC
HubSpot announced a reduction in force affecting approximately 660 employees, representing roughly 7% of its global workforce. The company is restructuring to shift strategic focus from building software to delivering customer outcomes using AI, flattening management layers and organizing product teams around customer outcomes rather than product hubs. Severance packages for impacted U.S. employees include 20 weeks of base pay plus one week per year of service (capped at 30 weeks), while global employees receive five months of health benefits via Modern Health. All departing employees will receive six months of career transition outplacement services and will retain their laptops and work-from-home gear. The restructuring is driven by strategic realignment and disciplined growth management, where headcount has grown slower than revenue over the past year.
- BZAITechnology
Blaize Holdings, Inc. — Third Quarter 2026 Earnings Summary
BLAIZE HOLDINGS INC
Preliminary Q3 2026 revenue is estimated at approximately $0.5 million, while full-year 2026 revenue guidance has been revised upward to a range of $32.0 million to $36.0 million. The updated guidance incorporates binding purchase orders from NeoTensr and a new order from an existing customer, supported by a contract announced in April 2026 valued at up to $50.0 million. Fulfillment of fourth-quarter orders relies on existing inventory and pending supplier deliveries, with revenue recognition potentially impacted by shipment delays or payment timing. The company's Hybrid AI architecture continues to support AI inference workloads across edge, cloud, and data center environments for sectors including smart cities and industrial automation.
- INTTTechnology
InTest Corporation — Third Quarter 2026 Earnings Summary
INTEST CORP
Q3 2026 orders are projected at $48–50 million (up 28–33% YoY) with revenue expected at the high end of guidance ($33–35 million, up >30% YoY), driven by record back-end semiconductor orders. Backlog reached an estimated $58–60 million at quarter-end, a 28–32% increase from June 30, 2026, yielding a book-to-bill ratio above 1.3x. Management anticipates Q3 and full-year 2026 revenue will meet the high end of guidance ranges, citing strong momentum into 2027 fueled by AI data center capacity expansions. Growth is supported by demand for advanced test solutions, including high-powered chillers and manipulators, though risks remain regarding supply chain execution, backlog conversion, and integration of acquired operations.
- ACNTechnology
Accenture — Fourth Quarter and Full Year Fiscal 2026 Earnings Summary
ACCENTURE PLC
Financial Performance: Q4 FY26 revenue reached $18.68 billion (up 6% USD) and full-year revenue hit $74.18 billion (up 6% USD); GAAP diluted EPS surged 46% to $3.29 in Q4 and 12% to $13.56 for the full year, while GAAP operating margins expanded to 15.3% in Q4 and 15.4% for the year. Capital Returns: The company returned $11.5 billion to shareholders in FY26 via $7.5 billion in share repurchases and $4.0 billion in dividends, with a new quarterly dividend of $1.71 per share declared (a 5% increase) and $9.5 billion in shareholder returns expected for FY27. Future Outlook: Full-year FY27 revenue is guided for 3% to 6% local currency growth, with GAAP diluted EPS projected at $14.39 to $14.81 (6% to 9% increase) and adjusted operating margins expected to expand 10 to 30 basis points to 15.9%–16.1%. Business Momentum: Full-year FY26 new bookings totaled $84.54 billion (up 5% USD) with a book-to-bill ratio of 1.1, driven by broad-based growth across all geographic markets and industry groups, including a record 141 quarterly client bookings exceeding $100 million.
- PRGSTechnology
Progress Software — Third Quarter 2026 Earnings Summary
PROGRESS SOFTWARE CORP
Revenue declined 2% year-over-year to $246.0 million, while ARR grew 1% to $873 million; diluted EPS rose 25% to $0.55 and Non-GAAP diluted EPS increased 13% to $1.69. Full-year 2026 revenue guidance was raised to $1,044–$1,052 million, though GAAP EPS guidance was lowered to $1.18–$1.28 and operating margin guidance was reduced to 13% (GAAP). The company closed its acquisition of Domo's AI and Data Platform Business and reported $100.7 million in unlevered free cash flow, a 14% year-over-year increase. Capital allocation included $14.3 million in common stock repurchases and $60.0 million in debt repayments, while long-term debt increased to $790.0 million. Management cited strong execution and a 43% Non-GAAP operating margin, though results included $3.5 million in cyber vulnerability response expenses and $3.9 million in acquisition-related costs.
Micron Technology, Inc. — Fiscal 2026 Earnings Summary
MICRON TECHNOLOGY INC
Fiscal 2026 revenue surged to a record $133.19 billion (up from $37.38 billion prior year), driven by Q4 revenue of $54.23 billion; full-year GAAP net income reached $84.97 billion with a 74.6% operating margin, while Q4 GAAP net income was $37.70 billion. The company provided Q1 2027 guidance of $61.5 billion ± $1.5 billion in revenue and $37.84 ± $1.00 in GAAP diluted EPS, projecting an even stronger fiscal 2027 following record 2026 performance. Strategic momentum is supported by design wins with every Tier 1 OEM for AI workstations, sampling of industry-first 512GB DDR5 modules, and secured long-term customer agreements enhancing financial durability. Capital allocation included $650 million in common stock repurchases and $610 million in total dividends for the full year, while long-term debt decreased to $4.69 billion and cash reserves stood at $73.48 billion.
- MITQTechnology
Moving iMage Technologies — FY 2026 Earnings Summary
MOVING IMAGE TECHNOLOGIES INC
FY 2026 net sales declined 4.6% to $17.32M, though gross profit rose 10% to $5.03M and net loss narrowed to $0.30M from $0.95M the prior year; Q4 net loss widened to $0.296M due to shifted project timing. The company maintains a debt-free balance sheet with $3.2M in net cash and zero debt, while cash reserves decreased to $3.193M due to a $2.467M operating cash outflow. Management expects Q1 2027 revenue of approximately $4.5M and remains optimistic about full-year FY 2027 growth driven by a robust project pipeline, including a 16-screen Bay Area overhaul and Northeast arts renovations. Strategic expansion via the DCS acquisition contributed $882k in FY 2026 revenue and $458k in backlog, enabling access to international markets and higher-margin product opportunities. Minor capital return activity included $6k in stock repurchases during FY 2026.
- JBLTechnology
Jabil — Fiscal Year 2026 Earnings Summary
JABIL INC
Fiscal 2026 net revenue surged 21% to $36.0 billion (Q4: $10.6 billion vs. $8.3 billion), driving U.S. GAAP diluted EPS to $9.75 from $5.92 and core diluted EPS to $13.09 from $9.75. Full fiscal 2027 guidance projects $44.5 billion in net revenue (24% growth), core diluted EPS of $17.55 (34% growth), and an expanded core operating margin of 6.1%. Strategic capital allocation included $1.06 billion in treasury stock repurchases and $852 million in business/intangible acquisitions, while adjusted free cash flow rose to $1.5 billion. Growth is being fueled by accelerating AI demand and expansion in automotive, healthcare, energy infrastructure, defense, aerospace, and automation, supported by new capacity and increased engineering complexity.
- CNXCTechnology
Concentrix — Third Quarter 2026 Earnings Summary
CONCENTRIX CORP
Reported revenue declined 1.2% year-over-year to $2,453.7 million, while GAAP operating loss of $(910.3) million included a $1,050.0 million non-cash goodwill impairment; non-GAAP operating income rose to $309.0 million (12.6% margin) from $305.1 million. Full-year 2026 revenue guidance is $9.827–$9.877 billion (implying a 0.8% to 0.3% constant currency decline), with non-GAAP operating income expected at $1,206–$1,216 million and adjusted free cash flow at $630–$650 million. Strategic shift highlighted with 50% of revenue now derived from business won and deployed within the last three years due to AI, alongside segment growth in Banking (+12%) and Retail (+6%) offset by declines in Technology (-10%) and Healthcare (-17%). Capital return activity included a quarterly dividend increase to $0.37 per share and $212.9 million in assets held for sale; no share repurchases occurred in the quarter, leaving $396.6 million in remaining authorization.
- NTWKTechnology
NETSOL Technologies — Fiscal 2026 Earnings Summary
NETSOL TECHNOLOGIES INC
Full-year revenue reached a record $74.4 million (up 12.5% YoY), exceeding guidance, while full-year operating income nearly doubled to $6.9 million and gross margin expanded 330 basis points to 52.6%. Fiscal 2027 guidance projects revenue growth of 13% to 16%, gross margins of approximately 50% or better, and consolidated adjusted EBITDA growth of 15% to 25% ($10.5 million to $11.4 million). The company reported $13.9 million in full-year operating cash flow and $27.1 million in year-end cash equivalents, driven by $6.5 million in contract liabilities and a $5.0 million license fee renewal. Strategic focus remains on the Transcend platform and AI integration with no material acquisitions planned; workforce efficiency improved with headcount decreasing from 1,460 to 1,370 despite revenue growth.
- TRTTechnology
Trio-Tech International — Fiscal 2026 Earnings Summary
TRIO-TECH INTERNATIONAL
Fiscal 2026 total revenue surged 72% to $62.6 million (Q4 up 40% to $14.9 million), driven by a 99% increase in Semiconductor Back-End Solutions (SBS) revenue, though gross margins contracted to 17% from 25% and the company reported a $204,000 operating loss. The company secured significant strategic momentum with a total backlog of $24.2 million (more than double the prior year), including two new three-year EV semiconductor contracts and a $1.5 million purchase order received in Q1 fiscal 2027. Future outlook remains positive for fiscal 2027, with management anticipating continued demand in AI, high-performance computing, and automotive sectors, alongside progressive production volume increases following the phased expansion of the Malaysian facility. Balance sheet strength improved with net cash from operating activities rising to $3.4 million and total cash/deposits reaching $28.5 million, while total assets grew to $60.7 million to support ongoing capital investment and operational discipline.
- ATCHTechnology
AtlasClear Holdings — Fiscal 2026 Earnings Summary
ATLASCLEAR HOLDINGS INC
Fiscal 2026 preliminary total revenue reached $20.1 million, an 85% year-over-year increase from $10.9 million, driven by a 20-fold surge in stock locate fees to $6.8 million and a 56% rise in commission revenue to $9.3 million. The company achieved its second consecutive year of positive net income ($2.0 million), with cash and cash equivalents more than doubling to $15.4 million and total stockholders' equity shifting from a $6.8 million deficit to $21.1 million. Strategic growth was funded organically without dilutive capital raises since October 2025, while six new correspondent broker-dealers are currently onboarding to contribute to fiscal 2027 revenue. Management intends to refile its acquisition application for Commercial Bancorp of Wyoming and plans to scale the stock loan business alongside new interest income streams as correspondent conversions complete. Full-year results and the Annual Report on Form 10-K are expected to be filed and discussed via conference call by September 28, 2026, subject to final audit procedures.
- ALMUTechnology
Aeluma, Inc. — Fiscal Year 2026 Earnings Summary
AELUMA INC
Fiscal 2026 revenue declined to $4.5 million from $4.7 million in the prior year, with Q4 2026 revenue falling to $0.6 million from $1.3 million; full-year net loss widened to $9.2 million ($0.52 per share) from $3.0 million ($0.23 per share) previously. The company strengthened its balance sheet with cash and cash equivalents rising to $56.0 million, driven by $20.1 million in net proceeds from an at-the-market offering and a $44.2 million inflow from financing activities. Strategic focus is shifting toward commercialization and scaling, highlighted by six new government contracts totaling $5.3 million, an LOI for up to $30 million in CHIPS R&D funding, and expanded MOCVD capacity for non-InP platforms. Management anticipates the Data Center IT Semiconductors and Components market will exceed $1.8 trillion by 2030, while noting risks regarding the finalization of CHIPS funding agreements and the company's history of losses.
- IMMRTechnology
Immersion Corporation — First Quarter Fiscal 2027 Earnings Summary
IMMERSION CORP
Total revenues reached $294.4 million for the quarter ended July 31, 2026, up from $292.0 million in the prior year period, driven by growth in Barnes & Noble Education product revenue. GAAP net income turned positive at $4.9 million ($0.17 per diluted share), a significant turnaround from a $0.9 million net loss in the prior year, while Non-GAAP net income was $16.6 million ($0.50 per share). The company announced a quarterly dividend of $0.075 per share, marking the sixteenth consecutive quarterly payment, payable on October 30, 2026. Balance sheet activity included an increase in cash and cash equivalents to $167.0 million and a rise in long-term borrowings to $123.5 million, alongside a reduction in Immersion's ownership stake in Barnes & Noble Education to 32.3%.
- OCCTechnology
Optical Cable Corporation — Third Quarter Fiscal 2026 Earnings Summary
OPTICAL CABLE CORP
Consolidated net sales rose 22.0% to $24.3 million for Q3 fiscal 2026, while net income surged to $1.9 million ($0.21 per share) from $302,000 ($0.04 per share) in the prior year period. Gross profit increased 43.9% to $9.1 million, driving a margin expansion to 37.4% from 31.7% year-over-year, supported by higher volumes and manufacturing operating leverage. Sales order backlog grew to $13.5 million at quarter-end, up from $7.3 million at the end of fiscal 2025, reflecting sustained demand across enterprise, data center, and specialty markets. For the first nine months of fiscal 2026, the company reported $62.9 million in net sales and $2.5 million in net income ($0.28 per share), reversing a $1.5 million net loss from the prior year.
- IBEXTechnology
IBEX — Fiscal Year 2026 Earnings Summary
IBEX LTD
Full-year revenue grew 15.4% YoY to $644.1 million, while full-year net income and diluted EPS rose to $46.3 million and $3.13 respectively, despite a Q4 net income decline to $8.7 million. Fiscal 2027 guidance projects revenue of $700–$715 million (9–11% growth) and adjusted EBITDA of $90–$94 million (9–14% growth), with Q1 2027 revenue expected at $168–$170 million. Strategic momentum is driven by AI initiatives, including nine new Q4 logo wins (two AI Agents) and a partnership with Sierra, contributing to six consecutive quarters of double-digit revenue growth. Capital allocation included $14.4 million in share repurchases for fiscal 2026 and a record full-year free cash flow of $31.2 million, improving the net cash position to $30.9 million.
- ORCLTechnology
Oracle — Q1 FY27 Earnings Summary
ORACLE CORP
Total revenue surged 30% year-over-year to a record $19.3 billion, driven by a 62% jump in cloud revenues to $11.6 billion, while software revenues declined 3% due to cloud migration. Profitability metrics strengthened significantly with GAAP net income up 60% to $4.7 billion and non-GAAP EPS rising 30% to $1.92, supported by record operating cash flow of $23 billion. Q2 FY27 guidance projects total revenue growth of 30–34% and cloud revenue growth of 64–70%, with full-year revenue expected to reach at least $90 billion and non-GAAP EPS at $8.10. Strategic capital deployment included $28.5 billion in capex and $20 billion in ATM equity sales to fund AI infrastructure expansion, resulting in negative free cash flow of $5 billion. The company delivered 850MW of new datacenter capacity and booked over $30 billion in new AI cloud contracts, reflecting strong demand for AI training and inferencing services.
- FEIMTechnology
Frequency Electronics, Inc. — First Quarter Fiscal Year 2027 Earnings Summary
FREQUENCY ELECTRONICS INC
Revenue reached a record $23.5 million, a 70% year-over-year and 52% sequential increase, while operating income surged to $5.2 million from $0.4 million in the prior year period. Backlog hit a record $129 million, up 82% year-over-year, and the company remains debt-free with cash and cash equivalents rising to $61.4 million following a $73 million secondary offering. Management expressed increased confidence in meeting or exceeding the annual revenue target of $150 million or more by the end of Fiscal 2029, citing expectations to be cash-generative on an annual basis going forward. Growth is driven by market leadership in space and defense applications, with significant resources invested in R&D to expand capabilities in commercial satellites, C4ISR, and Electronic Warfare systems.