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PagerDuty (PD) Q2 FY2027 Earnings Call: ARR Tops $500 Million, Margin Outlook Raised
PagerDuty Q2 FY2027 earnings call: revenue reached $124.4 million, ARR topped $501 million, retention improved, and margin guidance increased.
PagerDuty Inc
TradingKey
Thu, Aug 27
Workday (WDAY) Q2 FY2027 Earnings Call: AI ARR Nears $600 Million
Workday Q2 FY2027 revenue rose 13% to $2.649 billion as AI ARR neared $600 million. See WDAY results, AI adoption, backlog and updated guidance.
Workday Inc
TradingKey
Thu, Aug 27
Ulta Beauty (ULTA) Fiscal Q2 2026 Earnings Call: Sales and EPS Guidance Raised
Ulta Beauty fiscal Q2 2026 sales rose 8.9%, EPS gained 13.3%, and management raised full-year sales and earnings guidance as fragrance led growth.
Ulta Beauty Inc
TradingKey
Thu, Aug 27
Marvell (MRVL) Fiscal Q2 2027 Earnings Call: FY2028 Outlook Raised to $18 Billion
Marvell’s fiscal Q2 2027 revenue rose 37% to $2.739 billion as AI data center demand drove higher fiscal 2027 and 2028 guidance.
Marvell Technology Inc
TradingKey
Thu, Aug 27
SentinelOne (S) Q2 FY2027 Earnings Call: Revenue Up 21%, Outlook Raised
SentinelOne Q2 FY2027 revenue rose 21% to $292 million, AI security ARR tripled, margins expanded and management raised its full-year outlook.
SentinelOne Inc
TradingKey
Thu, Aug 27
Rubrik (RBRK) Q2 FY2027 Earnings Call: ARR Growth Accelerates, Outlook Raised
Rubrik Q2 FY2027 earnings call: subscription ARR rose 33% to $1.66 billion, revenue reached $427.3 million, and management raised its annual outlook.
Rubrik Inc
TradingKey
Thu, Aug 27
Elastic (ESTC) Fiscal Q1 2027 Earnings Call: Revenue Growth Accelerates, Outlook Raised
Elastic’s fiscal Q1 2027 earnings call covered 15% revenue growth, 21% cRPO growth, rising AI adoption and a higher full-year outlook.
Elastic NV
TradingKey
Thu, Aug 27
Gap (GAP) Q2 FY2026 Earnings Call: EPS Outlook Raised
Gap Inc.’s Q2 fiscal 2026 sales fell 2%, while Gap brand comps rose 10%. Management raised adjusted EPS guidance to $2.35–$2.45.
Gap Inc
TradingKey
Thu, Aug 27
Affirm (AFRM) Q4 FY2026 Earnings Call: Record Profitability and FY2027 Outlook
Affirm’s Q4 FY2026 earnings call covered record profitability, 41% Pay-in-X growth, Affirm Card adoption and a 4.16% FY2027 transaction margin outlook.
Affirm Holdings Inc
TradingKey
Thu, Aug 27
Autodesk (ADSK) FY2027 Q2 Earnings Call: Guidance Raised After 16% Revenue Growth
Autodesk FY2027 Q2 earnings call: revenue rose 16%, margins expanded, FY guidance increased, and MaintainX adds $60 million in second-half revenue.
Autodesk Inc
TradingKey
Thu, Aug 27
LifeVantage (LFVN) Fiscal Q4 2026 Earnings Call: Revenue Falls 23.1%, FY2027 Guidance Withheld
LifeVantage fiscal Q4 2026 revenue fell 23.1% to $42.4 million as orders weakened. Management withheld FY2027 guidance and outlined a digital reset.
LifeVantage Corp
TradingKey
Thu, Aug 27
URBN Q2 Fiscal 2027 Earnings Call: Record Sales, Nuuly Margin Hits 10%
URBN fiscal Q2 2027 sales rose 10% to $1.7 billion as Nuuly grew 29%. Management guided to high-single-digit Q3 sales growth and margin expansion.
Urban Outfitters Inc
TradingKey
Thu, Aug 27
Titan Machinery (TITN) Fiscal Q2 2027 Earnings Call: Margins Improve, Guidance Reaffirmed
Titan Machinery fiscal Q2 2027 revenue fell to $496.4 million, but gross margin improved to 18.6% as management reaffirmed full-year EBITDA guidance.
Titan Machinery Inc
TradingKey
Thu, Aug 27
PAHC Fiscal Q4 and FY 2026 Earnings Call: Sales Growth, 2027 Guidance and Brazil Risk
PAHC fiscal Q4 2026 sales rose 5% to $396.7 million. Phibro guided fiscal 2027 sales to $1.55-$1.60 billion amid Brazil regulatory uncertainty.
Phibro Animal Health Corp
TradingKey
Thu, Aug 27
Malibu Boats (MBUU) Fiscal Q4 2026 Earnings Call: Sales Surge, FY2027 Guidance
Malibu Boats’ fiscal Q4 2026 sales rose 42.7% to $295.5 million. Review MBUU results, Saxdor integration, margins and fiscal 2027 guidance.
Malibu Boats Inc
TradingKey
Thu, Aug 27
Lotus Technology (LOT) Q2 2026 Earnings Call: H1 Revenue Rises 23%, Margin Reaches 10%
Lotus Technology’s Q2 2026 earnings call covered 23% H1 revenue growth, a 10% gross margin, PHEV expansion and the company’s Focus 2030 targets.
Lotus Technology Inc
TradingKey
Thu, Aug 27
Bowlero (LUCK) Q4 FY2026 Earnings Call: FY2027 EBITDA Guidance and Lower CapEx
Bowlero (LUCK) Q4 FY2026 earnings call: revenue rose 4% to $1.245 billion, while FY2027 adjusted EBITDA guidance is $340-$360 million.
Lucky Strike Entertainment Corp
TradingKey
Thu, Aug 27
Lantronix (LTRX) Fiscal Q4 2026 Earnings Call: Drone Revenue Drives Growth
Lantronix fiscal Q4 2026 earnings call: revenue rose 8% to $31.2 million, drone sales accelerated, and Q1 2027 guidance calls for $31 million to $33 million.
Lantronix Inc
TradingKey
Thu, Aug 27
Hormel Foods (HRL) Fiscal Q3 2026 Earnings Call: EPS Outlook Raised
Hormel Foods’ fiscal Q3 2026 adjusted EPS rose 6% to $0.37 as margins expanded. HRL raised its EPS floor but narrowed organic sales growth guidance.
Hormel Foods Corp
TradingKey
Thu, Aug 27
Canadian Solar (CSIQ) Q2 2026 Earnings Call: $77M Loss and U.S. HJT Ramp
Canadian Solar’s Q2 2026 earnings call covers $1.2B revenue, a $77M net loss, U.S. HJT expansion, storage growth and Q3 guidance.
Canadian Solar Inc
TradingKey
Thu, Aug 27
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