3+ day, 22+ hour ago   (938+ words) IBM in Q2 came in at $17.2 billion in revenue, a 1% increase year over year. The quarter was somewhat of a mixed bag, with software growing revenue 5%, while consulting was flat and infrastructure declined by 7%, respectively. The more critical detail regarding Red…...

5+ day, 7+ hour ago   (733+ words) One of the biggest changes to the September set-up is SanDisk’s new contract structure. The company has signed New Business Model agreements with eight customers representing 50% of FY27 bits and 2/3 of FY28 bits. The contracts provide improvements to cash flow predictability and…...

4+ day, 23+ hour ago   (618+ words) For fiscal Q4 revenue was $3.629 billion, a 48% positive change from the same period last year. For GAAP gross margin, this number was 52.3%, making a large positive change from 37.4% last year. Non-GAAP gross margin was 52.7%. GAAP net income was $1.294 billion and non-GAAP…...

5+ day, 54+ min ago   (556+ words) This is important because Intel’s roadmap for continued process leadership has taken much of the focus to support the company’s turnaround plan. High-NA deployment in production brings a segment of that plan to manufacturing, at a minimum. Reuters noted that…...

5+ day, 1+ hour ago   (533+ words) Core & Main (NYSE: CNM) reported fiscal Q2 2026 net sales of $2.145 billion, up 2.5% year over year, and diluted EPS of $0.77, up 10.0%, for the quarter ended August 2, 2026. Acquisitions, pricing, and volume supported sales, while lower SG&A expenses and a reduced share count…...

5+ day, 1+ hour ago   (640+ words) DXL (NASDAQ: DXLG) reported fiscal Q2 2026 sales of $111.6 million for the quarter ended August 1, down 3.4% from $115.5 million, while diluted EPS improved to $0.04 from $0.00. Net income reached $2.0 million versus a $0.3 million loss, but the improvement depended heavily on a $4.6 million tariff refund…...

5+ day, 1+ hour ago   (727+ words) ODDITY (NASDAQ: ODD) reported Q2 2026 net revenue of $180.5 million, down 25% from $241.1 million a year earlier, while GAAP diluted EPS fell to $0.24 from $0.79. The advertising-algorithm dislocation affecting IL MAKIAGE weighed on results, offsetting double-digit growth at SpoiledChild and early contributions from METHODIQ....

5+ day, 1+ hour ago   (629+ words) Sunbelt Rentals (NYSE: SUNB) reported fiscal Q1 2027 revenue of $3.115 billion, up 11.2% year over year, and EPS of $1.07, up 23.0%, for the quarter ended July 31, 2026. Rental revenue rose 12.5% to $2.927 billion, led by North America Specialty, while operating margin expanded even as adjusted EBITDA…...

5+ day, 8+ hour ago   (577+ words) ServiceTitan (NASDAQ: TTAN) reported fiscal Q2 2027 revenue of $292.8 million, up 21% year over year, while its GAAP diluted loss per share narrowed to $0.26 from $0.35. For the quarter ended July 31, 2026, non-GAAP operating income increased to $44.4 million and non-GAAP free cash flow reached $50.5 million,…...

5+ day, 10+ hour ago   (550+ words) On September 8 Eastern Time, Micron Technology experienced high volatility, closing down 1.61% at $1,000.26 after failing to sustain an intraday high above $1,041. Despite persistent short-term profit-taking and resistance near key psychological levels, fundamental demand for AI memory remains robust due to high-performance…...