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Browsing Tag

gross margin

27 posts
BBusiness
Chinese AI Models Now Capture Up to 46% of US Enterprise Token Usage
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Super Retail Group Ltd (ASX:SUL) (FY 2026) Earnings Call Highlights: Sales Growth Amid Profit …

  • August 20, 2026
This article first appeared on GuruFocus. Total Sales: $4.2 billion in FY26, up 3.2%. Like-for-Like Sales Growth: 1.8%…
BBusiness
5 Revealing Analyst Questions From Blink Charging’s Q2 Earnings Call
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5 Revealing Analyst Questions From Blink Charging’s Q2 Earnings Call

  • August 15, 2026
5 Revealing Analyst Questions From Blink Charging’s Q2 Earnings Call Blink Charging’s second quarter saw the company deliver…
BBusiness
Sandisk Just Guided to Turning Half Its Revenue Into Free Cash Flow Through 2030
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Sandisk Just Guided to Turning Half Its Revenue Into Free Cash Flow Through 2030

  • August 14, 2026
Memory maker Sandisk (NASDAQ: SNDK) held its investor day on Thursday, and management used it to answer the…
BBusiness
Chinese AI Models Now Capture Up to 46% of US Enterprise Token Usage
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Geodrill Ltd (GEODF) (Q2 2026) Earnings Call Highlights: Record Revenue Amid Margin Pressure

  • August 10, 2026
This article first appeared on GuruFocus. Revenue: Record quarterly revenue of $55.1 million, a 10% increase compared to…
AArtificial intelligence
SoundHound AI Reports Record Q2 and All Time High Revenue of $61.9 Million, Up 45%, Raises Full Year Outlook
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SoundHound AI Reports Record Q2 and All Time High Revenue of $61.9 Million, Up 45%, Raises Full Year Outlook

  • August 6, 2026
SoundHound AI Delivers strong growth with OASYS driving significant enterprise AI adoption; improves all key profitability metrics Delivers…
BBusiness
Chinese AI Models Now Capture Up to 46% of US Enterprise Token Usage
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RBC Bearings Inc (RBC) (Q1 2027) Earnings Call Highlights: Record Sales and EPS Fueled by …

  • July 31, 2026
This article first appeared on GuruFocus. Release Date: July 31, 2026 For the complete transcript of the earnings…
AArtificial intelligence
Apple is growing without the AI spending spree engulfing Big Tech: Chart of the Day
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Apple is growing without the AI spending spree engulfing Big Tech: Chart of the Day

  • July 31, 2026
Apple (AAPL) is growing like an AI spender. It is not spending like one. Revenue jumped 16% to…
AArtificial intelligence
Got $10,000? Broadcom vs Marvell: Only One Will Match The AI Hype
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Rockefeller CIO Warns: Big Tech’s $650B AI Buildout May Be Hiding a Massive Overbuild

  • July 23, 2026
Quick Read Microsoft targets $190B and Amazon $200B in 2026 AI CapEx, with Amazon’s free cash flow already…
AArtificial intelligence
SanDisk vs Seagate: Two Divergent Paths Through the AI Storage Boom, One Winner
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SanDisk vs Seagate: Two Divergent Paths Through the AI Storage Boom, One Winner

  • July 20, 2026
Quick Read SanDisk (SNDK) surged 251% in revenue to $5.95B as Seagate (STX) nearly quadrupled free cash flow…
BBusiness
Chinese AI Models Now Capture Up to 46% of US Enterprise Token Usage
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Bufab AB (FRA:29B0) Q2 2026 Earnings Call Highlights: Strong Organic Growth and Margin …

  • July 16, 2026
This article first appeared on GuruFocus. Total Growth: 11.7% in the quarter. Organic Growth: Positive growth in all…
AArtificial intelligence
Forget Micron? This New AI Memory Stock Could Be the Best Buy of the Decade
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Micron vs SanDisk: Which Memory Play Wins the AI Boom?

  • July 15, 2026
Quick Read SNDK’s NAND flash surge delivered 251% revenue growth while MU’s HBM leadership drove 346% growth, both…
BBusiness
Chinese AI Models Now Capture Up to 46% of US Enterprise Token Usage
Read More

Tokyo Lifestyle Co Ltd (TKLF) Q4 2026 Earnings Call Highlights: Robust Revenue Growth Amid …

  • July 14, 2026
This article first appeared on GuruFocus. Release Date: July 10, 2026 For the complete transcript of the earnings…
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