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Zscaler (ZS) Q4 FY2026 Earnings Call: ARR Up 25% as AI Security Gains

Zscaler’s Q4 FY2026 earnings call covered 25% revenue and ARR growth, stronger AI security demand, record margins and fiscal 2027 guidance.

TradingKey

Fri, Sep 4

Lululemon (LULU) Fiscal Q2 2026 Earnings Call: Guidance Cut as Revenue Falls

Lululemon's fiscal Q2 2026 revenue fell 4% to $2.4 billion as North America weakened. Management cut full-year revenue and EPS guidance.

Lululemon Athletica Inc

TradingKey

Fri, Sep 4

UiPath (PATH) Fiscal Q2 2027 Earnings Call: ARR Growth, AI Adoption and Guidance

UiPath fiscal Q2 2027 revenue rose 13% to $410 million, ARR grew 12% to $1.938 billion, and management issued full-year revenue and ARR guidance.

TradingKey

Fri, Sep 4

Guidewire (GWRE) Q4 Fiscal 2026 Earnings Call: ARR Growth, AI Momentum and FY2027 Guidance

Guidewire fiscal 2026 ARR rose 19% to $1.242 billion as cloud and AI products gained traction. Review GWRE’s fiscal 2027 guidance and margins.

Guidewire Software Inc

TradingKey

Fri, Sep 4

Samsara (IOT) Fiscal Q2 2027 Earnings Call: ARR Reaches $2.1 Billion

Samsara fiscal Q2 2027 revenue rose 30% to $508 million as ARR reached $2.1 billion. Management raised its growth outlook but flagged cash flow pressure.

TradingKey

Fri, Sep 4

Ambarella (AMBA) Fiscal Q2 2027 Earnings Call: Record Edge AI Revenue

Ambarella’s fiscal Q2 2027 revenue rose 13.2% to $108.1 million as edge AI hit a record. Management guided Q3 revenue to $115 million–$124 million.

TradingKey

Fri, Sep 4

DocuSign (DOCU) Fiscal Q2 2027 Earnings Call: IAM Growth Drives Higher ARR Outlook

DocuSign fiscal Q2 2027 revenue rose 9% to $876 million as IAM reached 15.1% of ARR. Management raised full-year ARR growth and margin guidance.

TradingKey

Fri, Sep 4

Zegna Q2 2026 Earnings Call: H1 EBIT Rises, Brand Turnaround Guidance

Zegna’s Q2 2026 earnings call covered higher H1 adjusted EBIT, a 14.8% Zegna margin, stronger cash flow and turnaround guidance for Thom Browne and Tom Ford.

Ermenegildo Zegna NV

TradingKey

Thu, Sep 3

Wiley (WLY) Q1 Fiscal 2027 Earnings Call: Research Growth, AI Pipeline and Reaffirmed Outlook

Wiley’s Q1 fiscal 2027 earnings call highlighted 12% research publishing growth, $14 million of AI revenue and reaffirmed full-year guidance.

John Wiley & Sons Inc

TradingKey

Thu, Sep 3

Victoria's Secret (VSXY) Q2 2026 Earnings Call: Margin Expansion and Raised Guidance

Victoria's Secret Q2 fiscal 2026 sales rose 10% as margins expanded and adjusted EPS reached $0.95. Management raised its full-year sales and profit guidance.

Victoria s Secret Ord Shs

TradingKey

Thu, Sep 3

The Toro Company (TTC) Fiscal Q3 2026 Earnings Call: Sales Rise 8.4%, EPS Guidance Raised

The Toro Company (TTC) fiscal Q3 2026 sales rose 8.4% to $1.23 billion, adjusted EPS was $1.33, and full-year EPS guidance increased.

TradingKey

Thu, Sep 3

Matrix Service (MTRX) Fiscal Q4 2026 Earnings Call: Profitability Improves

Matrix Service (MTRX) fiscal Q4 2026 earnings call: revenue rose 13% to $244.5 million, adjusted EPS reached $0.16 and backlog ended at $953 million.

Matrix Service Co

TradingKey

Thu, Sep 3

Hello Group (MOMO) Q2 2026 Earnings Call: Overseas Growth, Weaker Domestic Outlook

Hello Group Q2 2026 revenue fell 5% to RMB 2.49 billion as domestic weakness offset 52% overseas growth. Management also lowered its full-year outlook.

Hello Group Inc

TradingKey

Thu, Sep 3

Duluth Trading (DLTH) Q2 Fiscal 2026 Earnings Call: Margin Expansion and Higher EBITDA Guidance

Duluth Trading’s Q2 fiscal 2026 earnings call covered a 7.8% sales decline, 490-bp underlying gross margin expansion and higher EBITDA guidance.

Duluth Holdings Inc

TradingKey

Thu, Sep 3

Methode Electronics (MEI) Fiscal Q1 2027 Earnings Call: Sales Rise 10.4%, Guidance Reaffirmed

Methode Electronics fiscal Q1 2027 sales rose 10.4% to $265.4 million as Industrial grew 27%, while management reaffirmed its FY2027 guidance.

Methode Electronics Inc

TradingKey

Thu, Sep 3

Lands' End (LE) Q2 Fiscal 2026 Earnings Call: Margin Expands, Full-Year Guidance Updated

Lands' End Q2 fiscal 2026 revenue rose 3% to $302 million, gross margin reached 52%, and management guided to $1.3-$1.35 billion in annual revenue.

TradingKey

Thu, Sep 3

Campbell’s (CPB) Q4 Fiscal 2026 Earnings Call: FY2027 Guidance and $500 Million Savings Plan

Campbell’s Q4 fiscal 2026 earnings call details FY2027 EPS of $1.65-$1.80, a 3% organic sales decline and a $500 million savings plan.

TradingKey

Thu, Sep 3

Ciena (CIEN) Fiscal Q3 2026 Earnings Call: Backlog and AI Demand Drive Record Results

Ciena’s fiscal Q3 2026 earnings call covered 37% revenue growth, record margins, an $8.5 billion backlog and preliminary fiscal 2027 guidance.

TradingKey

Thu, Sep 3

Brady Corporation (BRC) Q4 FY2026 Earnings Call: IPS Acquisition Drives 2027 Outlook

Brady Corporation Q4 FY2026 earnings call: organic sales rose 8.4%, adjusted EPS reached $1.48, and FY2027 EPS guidance was set at $6.25–$6.75.

TradingKey

Thu, Sep 3

AMBR Q2 2026 Earnings Call: Revenue Rises 39% as AI Pivot Turns Profitable

Amber International (AMBR) Q2 2026 earnings call: revenue rose 38.8% to $13.9 million, gross margin reached 79.5%, and operating income turned positive.

Amber International Holding Ltd

TradingKey

Thu, Sep 3

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