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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Erik Woodring | Morgan Stanley | 16 questions · 13% challenging |
| Ben Reitzes | Melius Research | 16 questions · 13% challenging |
| Mike Ng | Goldman Sachs | 16 questions · 0% challenging |
| Amit Daryanani | Evercore ISI | 16 questions · 6% challenging |
| Wamsi Mohan | Bank of America | 16 questions · 6% challenging |
| Samik Chatterjee | JPMorgan | 16 questions · 6% challenging |
| Dave Vogt | UBS | 14 questions · 14% challenging |
| Krish Sankar | TD Cowen | 12 questions · 0% challenging |
| Aaron Rakers | Wells Fargo | 11 questions · 0% challenging |
| Richard Kramer | Arete Research | 10 questions · 30% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Morgan Stanley | 1 analyst | 16 questions · 13% challenging |
| Bank of America | 1 analyst | 16 questions · 6% challenging |
| JPMorgan | 1 analyst | 16 questions · 6% challenging |
| Melius Research | 1 analyst | 16 questions · 13% challenging |
| Evercore ISI | 1 analyst | 16 questions · 6% challenging |
| Goldman Sachs | 1 analyst | 16 questions · 0% challenging |
| UBS | 1 analyst | 14 questions · 14% challenging |
| TD Cowen | 1 analyst | 12 questions · 0% challenging |
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Apple sustained its momentum with revenue up 17% year-over-year and EPS of $2.10 growing 22%, driven by iPhone 17 family strength and Services hitting an all-time quarterly record at $31 billion. Gross margin of 49.3% exceeded guidance range as operational efficiency and product mix offset rising memory costs that management flagged as a margin headwind going forward. Mac faced supply constraints from surging demand, and management guided for 14-17% year-over-year revenue growth in the June quarter.
Demand | Cloud & AI | Revenue Growth | Supply Chain | Product Launch | Innovation & R&D | Trade Tariffs | Geographic Expansion | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 8 | 5 | 5 | 2 | 6 | 1 | 1 | 4 |
| 2025Q1 | 11 | 9 | 2 | 1 | 6 | 4 | 1 | 3 |
| 2025Q2 | 5 | 4 | 2 | 5 | 1 | 4 | 7 | 2 |
| 2025Q3 | 6 | 8 | 3 | 3 | 2 | 4 | 6 | 1 |
| 2025Q4 | 10 | 6 | 3 | 3 | 3 | 2 | 1 | 3 |
| 2026Q1 | 6 | 7 | 4 | 5 | 2 | 3 | 1 | 2 |
| 2026Q2 | 4 | 3 | 3 | 2 | 2 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|---|
| Demand | 8 | 11 | 5 | 6 | 10 | 6 | 4 |
| Cloud & AI | 5 | 9 | 4 | 8 | 6 | 7 | 3 |
| Revenue Growth | 5 | 2 | 2 | 3 | 3 | 4 | 3 |
| Supply Chain | 2 | 1 | 5 | 3 | 3 | 5 | 2 |
| Product Launch | 6 | 6 | 1 | 2 | 3 | 2 | |
| Innovation & R&D | 1 | 4 | 4 | 4 | 2 | 3 | 2 |
| Trade Tariffs | 1 | 1 | 7 | 6 | 1 | 1 | |
| Geographic Expansion | 4 | 3 | 2 | 1 | 3 | 2 | 2 |
Calendar quarter Q1 2026Earnings call Apr 30, 2026
FY2026 Q2 in brief
Apple sustained its momentum with revenue up 17% year-over-year and EPS of $2.10 growing 22%, driven by iPhone 17 family strength and Services hitting an all-time quarterly record at $31 billion.
Newest quarter FY2026 Q3 is part of Pro · see what Pro adds →
GAAP revenue YoY +16.6% → base 8. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for Apple Inc. (AAPL), FY2026 Q2: 8/10. Scores: Apple Inc.’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: AAPL daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $94.93B | +6.1% | $0.97 | -33.6% | 46.2% | 31.2% | 15.5% | $23.90B |
| FY2025 Q1 | $124.30B | +4.0% | $2.40 | +10.1% | 46.9% | 34.5% | 29.2% | $27.00B |
| FY2025 Q2 | $95.36B | +5.1% | $1.65 | +7.8% | 47.1% | 31.0% | 26.0% | $20.88B |
| FY2025 Q3 | $94.04B | +9.6% | $1.57 | +12.1% | 46.5% | 30.0% | 24.9% | $24.41B |
| FY2025 Q4 | $102.47B | +7.9% | $1.85 | +90.7% | 47.2% | 31.6% | 26.8% | $26.49B |
| FY2026 Q1 | $143.76B | +15.7% | $2.84 | +18.3% | 48.2% | 35.4% | 29.3% | $51.55B |
| FY2026 Q2Selected | $111.18B | +16.6% | $2.01 | +21.8% | 49.3% | 32.3% | 26.6% | $26.73B |
| FY2026 Q3 | $109.42B | +16.4% | $2.02 | +28.7% | 50.1% | 32.6% | 27.2% | $31.91B |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What AAPL said about other companies on its FY2026 Q2 call, and what other companies said about AAPL on their calls covering the same calendar quarter (Q1 2026). Each company's own fiscal quarter is shown next to its name. Extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“NBA 2 k 26 arcade edition maintaining its top 5 position on the Apple Arcade charts”
Take-Two's NBA 2K26 Arcade Edition holds a top-5 position on Apple Arcade, a signal on Apple's subscription-gaming platform distribution.
“In terms of Apple product revenue for fiscal '27, we've seen sell-side models in the range of a little over $2 billion in terms of QCT product revenue in the year, and we think that's a reasonable place to model the business.”
Qualcomm reiterated Apple's modem-chip share steps down to 20% for fall launches with no relationship beyond, ~$2B product revenue in FY27.
“We recently added Apple TV in March, and this week we announced Peacock.”
Roku added Apple TV as a Tier 1 premium subscription partner, contributing to 30% subscription revenue growth.
“Consumers can now find licensed Yelp content on Amazon Alexa, Apple Maps, Microsoft Bing, Meta.ai and Yahoo, among many other platforms.”
Licensed Yelp content appears on Apple Maps, a long-standing surface for Yelp's local data.
“we are powering Apple's debut season as the U.S. broadcaster of Formula 1, integrating every feed to their platform”
TKO's IMG is producing and integrating feeds for Apple's debut season as U.S. broadcaster of Formula 1, a services signal for Apple's sports-streaming push.
“reflecting the move of the Apple portfolio to held for sale”
Goldman is moving the Apple (Apple Card) portfolio to held for sale, a signal that Goldman is winding down its consumer partnership with Apple.
“we entered an agreement with Apple for Amazon Leo to power satellite services for iPhones and Apple Watches.”
Apple will use Amazon Leo direct-to-device satellite services for iPhones and Apple Watches, a supplier/partner win for Amazon's satellite network.
“our inclusion in Apple's American manufacturing program, recognizing our role as a long-term trusted partner.”
Qnity was included in Apple's American manufacturing program, positioned as a long-term trusted materials partner.
“we are seeing school systems like the Kansas City Public Schools switching from Chromebooks and Windows PCs to the MacBook Neo.”
Apple cites education customers switching away from Windows PCs to MacBook Neo, implying education share loss for Microsoft's Windows platform.
“we are seeing school systems like the Kansas City Public Schools switching from Chromebooks and Windows PCs to the MacBook Neo.”
Apple cites education customers switching away from Google Chromebooks to MacBook Neo, implying education share loss for Google's Chrome OS devices.
“The collaboration with Google is going well. We are happy with where things are, and we are happy with the work we are doing independently as well.”
Apple confirms its foundational-model collaboration with Google (Gemini) is going well, a signal on Google's role powering Apple Intelligence.
“in India, leading enterprise software provider Freshworks deployed over 5 thousand MacBook Pro and MacBook Air to accelerate their AI development.”
Freshworks deployed 5,000+ MacBooks in India, a named enterprise customer win supporting Apple's Mac growth in emerging markets.
“leading AI developers like Perplexity are choosing Mac as their preferred platform to build enterprise-grade AI assistants that power autonomous agents and boost workplace productivity.”
Perplexity is named as an AI developer standardizing on Mac to build enterprise AI assistants, evidence of Apple silicon's traction with AI builders.
“Marsh, a leading professional services firm, deployed a large-scale refresh of corporate devices to iPhone 17 as part of a commitment to security, alongside adopting Mac for internal AI development.”
Marsh (Marsh McLennan) is cited as an enterprise customer completing a large iPhone 17 refresh and adopting Mac, a win for Apple's enterprise services push.
“At TSMC’s Arizona facility, for example, Apple Inc. is on track to purchase well over 100 million advanced chips.”
Apple is buying well over 100 million advanced chips from TSMC's Arizona fab, signaling large sustained silicon demand for its key foundry supplier.
| Company | Score | Trend | Rev YoY | Headline |
|---|---|---|---|---|
| AAPLApple Inc. | 8 | +16.6% | iPhone 17 Family Drives Record March Revenue | |
| ACNAccenture | 8 | +8.3% | Record Bookings of $22.1B with 41 Clients Over $100M | |
| ADBEAdobe Inc. | 7 | +12.0% | Strong Q1 Revenue of $6.4B With Subscription Growth Accelerating | |
| ADIAnalog Devices | 9 | +30.4% | AI-Driven Businesses Reach 20% of Revenue | |
| ADPADP | 7 | +7.0% | Strong Q3 with 7% revenue growth and 10% adjusted EPS growth | |
| ADSKAutodesk | 10 | +19.8% | Strong Q4 and Full-Year Beat Across All Metrics | |
| AIC3.ai, Inc. | 1 | -46.1% | C3.ai's third quarter of fiscal 2026 deteriorated sharply, with revenue falling to $53.3 million and bookings dropping to $46.9 million as management called the results clearly inadequate and pointed to weak sales execution in North America and Europe | |
| AKAMAkamai Technologies | 6 | +5.8% | Landmark $1.8 Billion Seven-Year CIS Deal with Frontier Model Company | |
| ALABAstera Labs, Inc. Common Stock | 9 | +93.4% | Astera Labs opened fiscal 2026 with record Q1 revenue of $308.4 million, up 93% year over year and 14% sequentially, with revenue and non-GAAP EPS above outlook | |
| AMATApplied Materials | 5 | -2.1% | Revenue at Upper End of Guidance Despite YoY Decline | |
| AMDAdvanced Micro Devices, Inc. | 9 | +37.9% | Data Center AI Inflection and Strategic Partnerships | |
| ANETArista Networks | 9 | +35.1% | AI Networking Leadership and Scale-Out Momentum | |
| APHAmphenol | 9 | +58.4% | Amphenol opened FY2026 with Q1 sales surging 58% in U.S | |
| APLDApplied Digital Corp. | 8 | +139.3% | Applied Digital delivered record total revenue of $126.6 million, up 139% year-over-year, as it recognized a full quarter of lease revenue from its first 100-megawatt CoreWeave building -- the HPC hosting segment contributed $71 million of revenue and $17.6 million of operating profit, and the crypto Data Center segment added $37.5 million at the company's highest return on assets | |
| ARMArm Holdings | 7 | +20.1% | Arm closed FY2026 with record quarterly revenue of $1.49 billion, up 20% year-over-year, as AGI CPU demand more than doubled to over $2 billion across FY2027-FY2028 | |
| ASMLASML Holding | 9 | +13.3% | ASML delivered Q1 2026 revenue of EUR 8.8 billion, up 13.3% year-over-year, with Q1 installed base revenue above guidance and gross margin at the high end of the range | |
| ASTSAST SpaceMobile, Inc. | 8 | +1952.2% | AST SpaceMobile reported $14.7 million in Q1 2026 revenue, up sharply from a negligible prior-year base, driven by commercial gateway deliveries and U.S | |
| AVGOBroadcom Inc. | 9 | +29.5% | AI semiconductor revenue acceleration | |
| BBAIBigBear.ai Holdings, Inc. | 4 | -0.9% | BigBear.ai's first-quarter 2026 revenue held roughly flat at $34.4 million year over year, as higher-margin GenAI revenue from the Ask Sage acquisition offset lower volume on U.S | |
| BRBroadridge Financial Solutions | 8 | +7.8% | Broadridge's Q3 FY2026 posted revenue up 7.8% and EPS up 15.1% as on-chain proxy voting launched for tokenized securities and DLR exceeded $350 billion daily with an expanding roadmap | |
| CDNSCadence Design Systems | 9 | +18.7% | Agentic AI Platform Driving EDA Transformation | |
| CDWCDW | 8 | +9.3% | Strong 9% revenue growth driven by AI infrastructure and supply urgency | |
| CHYMChime Financial, Inc. Class A Common Stock | 10 | +24.8% | Chime grew revenue 25% year-over-year, beating the high end of its guidance, and posted its first quarter of positive GAAP EPS with $53 million of GAAP net income and adjusted EBITDA margin of 18%, up 13 percentage points | |
| CIENCiena Corporation | 10 | +33.1% | Record Q1 revenue of $1.43B up 33% with EPS more than doubled | |
| COHRCoherent, Inc. | 9 | +20.6% | Coherent delivered record Q3 revenue of $1.8 billion, up 21% year-over-year and 7% sequentially, with non-GAAP earnings per diluted share of $1.41, up 55% from the year ago quarter | |
| CPAYCorpay | 8 | +25.4% | Blowout Q1 with 25% revenue and 29% EPS growth | |
| CRDOCredo Technology Group Holding Ltd | 10 | +201.5% | Credo delivered a record third quarter, with revenue of $407 million up 52% sequentially and more than tripling year over year, at the high end of its revised guidance range | |
| CRMSalesforce, Inc. | 9 | +12.1% | Q4 Revenue Surges 12% With Record Bookings Quarter | |
| CRWDCrowdStrike | 9 | +23.3% | CrowdStrike closed FY2026 with Q4 revenue of $1.31 billion, up 23% and exceeding guidance, while ending ARR crossed the $5 billion milestone | |
| CRWVCoreWeave, Inc. Class A Common Stock | 8 | +111.7% | CoreWeave's first quarter of 2026 delivered record bookings of more than $40 billion, lifting contracted revenue backlog to $99.4 billion, and revenue of approximately $2.1 billion, up 112% year-over-year, as active power surpassed 1 gigawatt | |
| CSCOCisco Systems, Inc. | 9 | +9.7% | AI Orders Hit $2.1B Equaling Full FY25 Total | |
| CTSHCognizant | 8 | +5.8% | Strongest bookings growth in recent history at 21% YoY | |
| DDOGDatadog | 10 | +32.1% | Datadog posted Q1 FY2026 revenue of $1.01 billion, up 32% year-over-year and crossing the $1 billion quarterly milestone for the first time | |
| DELLDell Technologies | 10 | +40.2% | AI Orders Explode to $34.1B in Record Quarter | |
| DUOLDuolingo, Inc. | 9 | +26.5% | Duolingo delivered a strong first quarter of 2026, with GAAP revenue up 26.5% year-over-year and operating income up roughly 89% as gross margin expanded and operating leverage kicked in; adjusted EBITDA reached $83 million, about 29% of revenue | |
| EPAMEPAM Systems | 8 | +7.6% | Revenue at High End of Outlook with Organic Growth | |
| FFIVF5, Inc. | 8 | +11.0% | F5 grew revenue 11% to $812 million, led by 22% product growth, its seventh consecutive quarter of double-digit product growth, with systems revenue up 26% to $226 million and software up 17% to $184 million | |
| FICOFair Isaac | 9 | +38.7% | FICO delivered a very strong quarter, with revenue of $692 million up 39% and GAAP EPS of $11.14 up 69%, driven by a 60% surge in Scores revenue as mortgage originations revenue rose 127% on full rack-rate pricing and a rebound in volume | |
| FIGFigma, Inc. | 9 | +46.1% | Figma delivered its largest beat as a public company, with first-quarter revenue of $333 million up 46% year-over-year - a second consecutive quarter of accelerating growth | |
| FISFidelity National Information Services | 7 | +30.1% | FIS opened fiscal 2026 with a broad beat, delivering 6.5% pro forma revenue growth and adjusted EPS of $1.36, up 12.4% year over year, while free cash flow more than doubled to $474 million | |
| FISVFiserv, Inc. | 3 | -2.0% | Q1 Revenue Decline in Line with Guided Expectations | |
| FLEXFlex Ltd. | 9 | +16.9% | Flex finished fiscal 2026 with a standout fourth quarter: revenue of $7.5 billion, up 17%, a record adjusted operating margin of 6.7% (up 50 basis points), and adjusted EPS of $0.93, up 27% | |
| FSLRFirst Solar | 9 | +23.6% | Record Q1 revenue of $1B with EPS $3.22 up 65% YoY | |
| FTNTFortinet | 10 | +20.1% | Fortinet delivered 20% revenue growth with EPS surging 29% as AI-driven security demand accelerated and OT security billings surged over 70% | |
| FTVFortive | 5 | -27.5% | Strong start to 2026 with broad-based acceleration | |
| GDDYGoDaddy | 7 | +6.1% | Revenue grew 6% with EBITDA margin expanding 210 basis points to 33% | |
| GENGen Digital | 6 | +27.0% | Revenue crosses $5 billion for first time with 10th consecutive EPS beat | |
| GLWCorning Inc. | 9 | +20.1% | Optical Communications surges 36% on Gen AI demand | |
| GRMNGarmin | 8 | +14.2% | Revenue grew 14% to $1.75 billion with pro forma EPS of $2.08, up 29%, as Fitness wearables drove another record Q1 with 42% growth | |
| HPEHewlett Packard Enterprise | 8 | +19.1% | Record EPS with strong start to fiscal 2026 | |
| HPQHP Inc. | 5 | +6.9% | Revenue Grows 7% with Strong Personal Systems Performance | |
| IBMInternational Business Machines Corporation | 8 | +9.5% | Software portfolio accelerating with broad-based strength | |
| INTCIntel Corporation | 6 | +7.2% | Server CPU AI demand acceleration | |
| INTUIntuit | 9 | +17.4% | Strong Q2 with 17% Revenue Growth Across Platform | |
| IONQIonQ, Inc. | 9 | +754.7% | IonQ opened 2026 with record first-quarter revenue of $64.7 million, up 755% year-over-year and more than 30% above guidance, its fourth consecutive record quarter, and raised full-year 2026 revenue guidance to $260 million to $270 million while targeting roughly 100% organic growth | |
| IOTSamsara Inc. | 10 | +28.3% | Samsara closed FY2026 with $1.9 billion in ARR, up 30% year-over-year, and added $145 million of net new ARR in Q4 (up 33% year-over-year), its third consecutive quarter of accelerating net new ARR growth | |
| ITGartner | 8 | +2.0% | CV Growth Accelerates to 1% from Q4 Trough | |
| JBLJabil | 9 | +23.1% | AI revenue raised to $13.1B with 46% YoY growth on broad momentum | |
| JKHYJack Henry & Associates | 8 | +8.7% | Record Q3 Revenue with 43 Year-to-Date Core Wins | |
| KEYSKeysight Technologies | 9 | +23.3% | Record Q1 with revenue up 23% and beats across all metrics | |
| KLACKLA Corporation | 7 | +11.5% | AI-Driven Semiconductor Demand Acceleration | |
| LDOSLeidos | 7 | +3.6% | Revenue up 4% with 3% organic growth to start FY2026 | |
| LITELumentum Holdings Inc. | 9 | +90.1% | Revenue surged 90% year-over-year to a record $808 million, with components up 77% to $533 million and systems up 121% to $275 million as cloud transceivers grew over 40% sequentially | |
| LRCXLam Research | 9 | +23.8% | Record Revenue Driven by Accelerating AI Demand | |
| MCHPMicrochip Technology | 9 | +35.1% | Microchip closed fiscal 2026 with March-quarter net sales of $1.311 billion, up 35.1% year-over-year and above the high end of guidance, swinging back to a GAAP profit of $0.21 per share from a year-ago loss | |
| MDBMongoDB, Inc. | 9 | +26.8% | MongoDB closed fiscal 2026 with total revenue of $695 million, up 27% year-over-year and above the high end of guidance, led by Atlas growth of 29% as it crossed a $2 billion run rate and non-Atlas growth of 20%, its best quarter in two years | |
| MPWRMonolithic Power Systems | 10 | +26.1% | Monolithic Power Systems delivered record quarterly revenue of $804 million, up 26% year-over-year and 7% sequentially, with the communications end market growing 33% sequentially on optical module and switch power solutions | |
| MRVLMarvell Technology | 10 | +22.1% | FY2027 Revenue Outlook Raised to ~$11B From ~$10B | |
| MSFTMicrosoft Corporation | 9 | +18.3% | Microsoft delivered revenue of $82.9 billion, up 18%, with Azure growing 40% in constant currency against an accelerating prior-year comparison and the AI business surpassing $37 billion in annualized revenue growing 123% | |
| MSIMotorola Solutions | 7 | +7.4% | Record Q1 Revenue with 7% Growth | |
| MSTRMicroStrategy Inc. | 7 | +11.9% | Strategy reported a $14.5 billion Q1 operating loss from Bitcoin fair value decline, with holdings growing to 818,334 BTC representing 3.9% of total supply as the STRC preferred program raised $8.5 billion in nine months becoming the largest preferred equity issuance globally | |
| MUMicron Technology, Inc. | 9 | +196.3% | Quarterly revenue nearly triples year over year | |
| NETCloudflare, Inc. | 10 | +33.5% | Revenue accelerates to 34% with record sales productivity | |
| NOWServiceNow | 7 | +22.1% | AI Revenue Target Raised 50% to $1.5B for 2026 | |
| NTAPNetApp | 8 | +4.4% | Record Operating Income and EPS with Accelerating Growth | |
| NVDANVIDIA Corporation | 10 | +73.2% | Data center revenue acceleration | |
| NXPINXP Semiconductors | 7 | +12.2% | Revenue up 12% YoY with broad-based end market growth | |
| ONON Semiconductor | 6 | +4.7% | Revenue inflection with first YoY growth in seven quarters | |
| ORCLOracle Corporation | 9 | +21.7% | First 20%+ Organic Revenue and EPS Growth in 15 Years | |
| PEverpure, Inc. | 9 | +20.4% | Everpure (formerly Pure Storage) closed fiscal 2026 with its first billion-dollar quarter, Q4 revenue up 20% to over $1 billion, and record operating profit of $226 million at a 21.3% margin, lifting GAAP EPS to $0.29 | |
| PANWPalo Alto Networks | 6 | +14.9% | Record Q2 platformizations with broad-based organic strength | |
| PATHUiPath Inc. | 9 | +13.6% | UiPath closed fiscal 2026 with fourth quarter revenue up 14% to $481 million (10% FX-neutral) and ARR of $1.853 billion, up 11%, while delivering its first full year of GAAP profitability on $282 million of GAAP net income | |
| PAYXPaychex | 6 | +19.9% | Organic growth acceleration to 6% in back half | |
| PLTRPalantir Technologies | 10 | +84.7% | Palantir delivered record Q1 revenue growth of 85% year-over-year to $1.633 billion, with US revenue surpassing 100% growth for the first time | |
| PTCPTC Inc. | 9 | +21.7% | Strong Q2 at high end of ARR guidance with FCF above range | |
| QQnity Electronics, Inc. | 10 | +17.6% | Qnity delivered a record Q1 with net sales of $1.3 billion, up 18% year-over-year, and adjusted EPS of $1.08 surging 33% on strong operating leverage | |
| QBTSD-Wave Quantum Inc. | 2 | -81.0% | D-Wave's first-quarter 2026 revenue fell 81% to $2.9 million, but the drop was entirely a comparison against the prior-year quarter's one-time $12.6 million Jülich system sale; underlying QCaaS revenue grew nearly 15% and professional services over 26% | |
| QCOMQualcomm | 3 | -3.5% | Memory-Driven Handset Under-Shipment | |
| RGTIRigetti Computing, Inc. | 8 | +198.9% | Rigetti's first-quarter revenue nearly tripled to $4.4 million from $1.5 million a year earlier, driven by on-premises Novera QPU deliveries and government and research projects, with gross margin roughly steady at 31% | |
| ROPRoper Technologies | 8 | +11.3% | Strong Q1 beat with raised full-year DEPS guidance by $0.50 | |
| SHOPShopify | 8 | +34.3% | Revenue surged 34% to $3.2 billion with GMV surpassing $101 billion for the second consecutive quarter, driven by AI-native operations, expanding Shopify Payments penetration, and accelerating enterprise momentum | |
| SMCISupermicro | 7 | +122.7% | Revenue of $10.2B Up 123% YoY With Margin Recovery | |
| SNDKSandisk Corporation | 9 | +251.0% | Sandisk delivered explosive Q3 results with revenue surging 251% year-over-year to $5.95 billion, driven by data center AI demand that grew 233% sequentially, while non-GAAP EPS reached $23.41 compared to $6.20 in the prior quarter | |
| SNOWSnowflake Inc. | 9 | +30.1% | Snowflake capped fiscal 2026 with Q4 product revenue of $1.23 billion, up 30% year-over-year, and remaining performance obligations accelerating to $9.77 billion, up 42% | |
| SNPSSynopsys | 7 | +65.5% | Strong Q1 with Revenue at High End of Guidance | |
| SOUNSoundHound AI, Inc. | 8 | +51.7% | SoundHound opened 2026 with Q1 revenue of $44.2 million, up 52% year-over-year, and organic growth of 88% in its core automotive and IoT business excluding acquisitions, as turnaround acquisitions held down the blended rate | |
| STXSeagate Technology Holdings | 10 | +44.1% | Revenue up 44% YoY with record gross and operating margins | |
| SWKSSkyworks Solutions | 3 | -1.0% | Billion Dollar Multigenerational Android Design Win Secured | |
| TDYTeledyne Technologies | 8 | +7.6% | Record Q1 Sales, EPS, and Operating Margin With Guidance Raised | |
| TEAMAtlassian | 7 | +31.7% | Revenue Accelerates to 32% Growth with $1.1B Cloud Quarter | |
| TELTE Connectivity | 8 | +14.5% | Record EPS and Orders with Broadening Growth | |
| TERTeradyne | 9 | +87.0% | Teradyne shattered records with revenue surging 87% year-over-year and semi test crossing the $1 billion milestone for the first time, as non-GAAP EPS of $2.56 came above the high end of guidance | |
| TRMBTrimble Inc. | 9 | +11.8% | Q1 beat with 12% organic growth and guidance raised | |
| TSMTaiwan Semiconductor Manufacturing Company Limited | 9 | +35.1% | Taiwan Semiconductor opened 2026 with first quarter revenue of $35.9 billion, up 6.4% sequentially in U.S | |
| TWLOTwilio Inc. | 10 | +20.0% | Twilio's GAAP EPS rose to $0.57 from $0.12 a year earlier, and CFO Aidan Viggiano said on the Q1 call that nothing unusual lifted the 8% GAAP operating margin, crediting non-GAAP profit growth, lower stock-based compensation and declining intangible amortization | |
| TXNTexas Instruments | 9 | +18.6% | Industrial Recovery Broadening Across All Sectors | |
| TYLTyler Technologies | 8 | +8.6% | Record Revenue Quarter with Strong Recurring Revenue Growth | |
| UUnity Software Inc. | 9 | +16.8% | Unity posted strategic revenue growth of 35% year-over-year and its best adjusted EBITDA margin in over two years at 27%, up 65% year-over-year | |
| UBERUber | 8 | +14.5% | Broad-Based Growth Acceleration Across All Segments | |
| VRSNVerisign | 7 | +6.6% | Record Domain Base at 176.1 Million Names | |
| WDAYWorkday, Inc. | 7 | +14.5% | AI products generate $100M+ new ACV in Q4, $400M+ total ARR | |
| WDCWestern Digital | 9 | +45.5% | Cloud revenue surges 48% on strong nearline demand | |
| XYZBlock, Inc. | 8 | +4.9% | Record Adjusted Profitability With Strong GP Growth | |
| ZBRAZebra Technologies | 8 | +14.3% | Record Gross Margin Q1 With Strong Execution Across the Business | |
| ZSZscaler | 9 | +25.9% | ARR Grows 25% to $3.4B with Organic Net New ARR Accelerating |
iPhone 17 Family Drives Record March Revenue
Strong Q1 Revenue of $6.4B With Subscription Growth Accelerating
| Company | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 |
|---|---|---|---|---|---|---|
| AAPL | 7 | 6 | 7 | 7 | 8 | 8 |
| ACN | 8 | 7 | 7 | 7 | 6 | 8 |
| ADBE | 8 | 7 | 8 | 8 | 9 | 7 |
| ADI | 3 | 4 | 9 | 9 | 9 | 9 |
| ADP | 7 | 7 | 7 | 6 | 8 | 7 |
| ADSK | 7 | 9 | 9 | 10 | 10 | 10 |
| AI | 9 | 6 | 9 | 1 | 3 | 1 |
| AKAM | 5 | 5 | 8 | 9 | 6 | 6 |
| ALAB | 8 | 8 | 8 | 8 | 8 | 9 |
| AMAT | 6 | 6 | 7 | 7 | 3 | 5 |
| AMD | 9 | 9 | 9 | 9 | 9 | 9 |
| ANET | 9 | 8 | 10 | 9 | 9 | 9 |
| APH | 9 | 9 | 9 | 9 | 9 | 9 |
| APLD | 8 | 8 | 8 | 8 | 8 | 8 |
Strong Q3 with 7% revenue growth and 10% adjusted EPS growth
C3.ai's third quarter of fiscal 2026 deteriorated sharply, with revenue falling to $53.3 million and bookings dropping to $46.9 million as management called the results clearly inadequate and pointed to weak sales execution in North America and Europe
Landmark $1.8 Billion Seven-Year CIS Deal with Frontier Model Company
Astera Labs opened fiscal 2026 with record Q1 revenue of $308.4 million, up 93% year over year and 14% sequentially, with revenue and non-GAAP EPS above outlook
Data Center AI Inflection and Strategic Partnerships
Applied Digital delivered record total revenue of $126.6 million, up 139% year-over-year, as it recognized a full quarter of lease revenue from its first 100-megawatt CoreWeave building -- the HPC hosting segment contributed $71 million of revenue and $17.6 million of operating profit, and the crypto Data Center segment added $37.5 million at the company's highest return on assets
Arm closed FY2026 with record quarterly revenue of $1.49 billion, up 20% year-over-year, as AGI CPU demand more than doubled to over $2 billion across FY2027-FY2028
ASML delivered Q1 2026 revenue of EUR 8.8 billion, up 13.3% year-over-year, with Q1 installed base revenue above guidance and gross margin at the high end of the range
AST SpaceMobile reported $14.7 million in Q1 2026 revenue, up sharply from a negligible prior-year base, driven by commercial gateway deliveries and U.S
BigBear.ai's first-quarter 2026 revenue held roughly flat at $34.4 million year over year, as higher-margin GenAI revenue from the Ask Sage acquisition offset lower volume on U.S
Broadridge's Q3 FY2026 posted revenue up 7.8% and EPS up 15.1% as on-chain proxy voting launched for tokenized securities and DLR exceeded $350 billion daily with an expanding roadmap
Strong 9% revenue growth driven by AI infrastructure and supply urgency
Chime grew revenue 25% year-over-year, beating the high end of its guidance, and posted its first quarter of positive GAAP EPS with $53 million of GAAP net income and adjusted EBITDA margin of 18%, up 13 percentage points
Record Q1 revenue of $1.43B up 33% with EPS more than doubled
Coherent delivered record Q3 revenue of $1.8 billion, up 21% year-over-year and 7% sequentially, with non-GAAP earnings per diluted share of $1.41, up 55% from the year ago quarter
Credo delivered a record third quarter, with revenue of $407 million up 52% sequentially and more than tripling year over year, at the high end of its revised guidance range
CrowdStrike closed FY2026 with Q4 revenue of $1.31 billion, up 23% and exceeding guidance, while ending ARR crossed the $5 billion milestone
CoreWeave's first quarter of 2026 delivered record bookings of more than $40 billion, lifting contracted revenue backlog to $99.4 billion, and revenue of approximately $2.1 billion, up 112% year-over-year, as active power surpassed 1 gigawatt
Datadog posted Q1 FY2026 revenue of $1.01 billion, up 32% year-over-year and crossing the $1 billion quarterly milestone for the first time
Duolingo delivered a strong first quarter of 2026, with GAAP revenue up 26.5% year-over-year and operating income up roughly 89% as gross margin expanded and operating leverage kicked in; adjusted EBITDA reached $83 million, about 29% of revenue
F5 grew revenue 11% to $812 million, led by 22% product growth, its seventh consecutive quarter of double-digit product growth, with systems revenue up 26% to $226 million and software up 17% to $184 million
FICO delivered a very strong quarter, with revenue of $692 million up 39% and GAAP EPS of $11.14 up 69%, driven by a 60% surge in Scores revenue as mortgage originations revenue rose 127% on full rack-rate pricing and a rebound in volume
Figma delivered its largest beat as a public company, with first-quarter revenue of $333 million up 46% year-over-year - a second consecutive quarter of accelerating growth
FIS opened fiscal 2026 with a broad beat, delivering 6.5% pro forma revenue growth and adjusted EPS of $1.36, up 12.4% year over year, while free cash flow more than doubled to $474 million
Flex finished fiscal 2026 with a standout fourth quarter: revenue of $7.5 billion, up 17%, a record adjusted operating margin of 6.7% (up 50 basis points), and adjusted EPS of $0.93, up 27%
Fortinet delivered 20% revenue growth with EPS surging 29% as AI-driven security demand accelerated and OT security billings surged over 70%
Revenue grew 6% with EBITDA margin expanding 210 basis points to 33%
Revenue crosses $5 billion for first time with 10th consecutive EPS beat
Revenue grew 14% to $1.75 billion with pro forma EPS of $2.08, up 29%, as Fitness wearables drove another record Q1 with 42% growth
Software portfolio accelerating with broad-based strength
IonQ opened 2026 with record first-quarter revenue of $64.7 million, up 755% year-over-year and more than 30% above guidance, its fourth consecutive record quarter, and raised full-year 2026 revenue guidance to $260 million to $270 million while targeting roughly 100% organic growth
Samsara closed FY2026 with $1.9 billion in ARR, up 30% year-over-year, and added $145 million of net new ARR in Q4 (up 33% year-over-year), its third consecutive quarter of accelerating net new ARR growth
AI revenue raised to $13.1B with 46% YoY growth on broad momentum
Record Q3 Revenue with 43 Year-to-Date Core Wins
Record Q1 with revenue up 23% and beats across all metrics
Revenue surged 90% year-over-year to a record $808 million, with components up 77% to $533 million and systems up 121% to $275 million as cloud transceivers grew over 40% sequentially
Microchip closed fiscal 2026 with March-quarter net sales of $1.311 billion, up 35.1% year-over-year and above the high end of guidance, swinging back to a GAAP profit of $0.21 per share from a year-ago loss
MongoDB closed fiscal 2026 with total revenue of $695 million, up 27% year-over-year and above the high end of guidance, led by Atlas growth of 29% as it crossed a $2 billion run rate and non-Atlas growth of 20%, its best quarter in two years
Monolithic Power Systems delivered record quarterly revenue of $804 million, up 26% year-over-year and 7% sequentially, with the communications end market growing 33% sequentially on optical module and switch power solutions
Microsoft delivered revenue of $82.9 billion, up 18%, with Azure growing 40% in constant currency against an accelerating prior-year comparison and the AI business surpassing $37 billion in annualized revenue growing 123%
Strategy reported a $14.5 billion Q1 operating loss from Bitcoin fair value decline, with holdings growing to 818,334 BTC representing 3.9% of total supply as the STRC preferred program raised $8.5 billion in nine months becoming the largest preferred equity issuance globally
Quarterly revenue nearly triples year over year
Revenue accelerates to 34% with record sales productivity
Revenue up 12% YoY with broad-based end market growth
Revenue inflection with first YoY growth in seven quarters
First 20%+ Organic Revenue and EPS Growth in 15 Years
Everpure (formerly Pure Storage) closed fiscal 2026 with its first billion-dollar quarter, Q4 revenue up 20% to over $1 billion, and record operating profit of $226 million at a 21.3% margin, lifting GAAP EPS to $0.29
Record Q2 platformizations with broad-based organic strength
UiPath closed fiscal 2026 with fourth quarter revenue up 14% to $481 million (10% FX-neutral) and ARR of $1.853 billion, up 11%, while delivering its first full year of GAAP profitability on $282 million of GAAP net income
Palantir delivered record Q1 revenue growth of 85% year-over-year to $1.633 billion, with US revenue surpassing 100% growth for the first time
Qnity delivered a record Q1 with net sales of $1.3 billion, up 18% year-over-year, and adjusted EPS of $1.08 surging 33% on strong operating leverage
D-Wave's first-quarter 2026 revenue fell 81% to $2.9 million, but the drop was entirely a comparison against the prior-year quarter's one-time $12.6 million Jülich system sale; underlying QCaaS revenue grew nearly 15% and professional services over 26%
Rigetti's first-quarter revenue nearly tripled to $4.4 million from $1.5 million a year earlier, driven by on-premises Novera QPU deliveries and government and research projects, with gross margin roughly steady at 31%
Strong Q1 beat with raised full-year DEPS guidance by $0.50
Revenue surged 34% to $3.2 billion with GMV surpassing $101 billion for the second consecutive quarter, driven by AI-native operations, expanding Shopify Payments penetration, and accelerating enterprise momentum
Sandisk delivered explosive Q3 results with revenue surging 251% year-over-year to $5.95 billion, driven by data center AI demand that grew 233% sequentially, while non-GAAP EPS reached $23.41 compared to $6.20 in the prior quarter
Snowflake capped fiscal 2026 with Q4 product revenue of $1.23 billion, up 30% year-over-year, and remaining performance obligations accelerating to $9.77 billion, up 42%
SoundHound opened 2026 with Q1 revenue of $44.2 million, up 52% year-over-year, and organic growth of 88% in its core automotive and IoT business excluding acquisitions, as turnaround acquisitions held down the blended rate
Revenue up 44% YoY with record gross and operating margins
Billion Dollar Multigenerational Android Design Win Secured
Record Q1 Sales, EPS, and Operating Margin With Guidance Raised
Teradyne shattered records with revenue surging 87% year-over-year and semi test crossing the $1 billion milestone for the first time, as non-GAAP EPS of $2.56 came above the high end of guidance
Taiwan Semiconductor opened 2026 with first quarter revenue of $35.9 billion, up 6.4% sequentially in U.S
Twilio's GAAP EPS rose to $0.57 from $0.12 a year earlier, and CFO Aidan Viggiano said on the Q1 call that nothing unusual lifted the 8% GAAP operating margin, crediting non-GAAP profit growth, lower stock-based compensation and declining intangible amortization
Record Revenue Quarter with Strong Recurring Revenue Growth
Unity posted strategic revenue growth of 35% year-over-year and its best adjusted EBITDA margin in over two years at 27%, up 65% year-over-year
AI products generate $100M+ new ACV in Q4, $400M+ total ARR
Record Gross Margin Q1 With Strong Execution Across the Business
| ARM | 10 | 9 | 7 | 9 | 7 | 7 |
|---|
| ASML | 9 | 9 | 8 | 6 | 7 | 9 |
|---|
| ASTS | 5 | 9 | 8 | 8 | 9 | 8 |
|---|
| AVGO | 8 | 9 | 9 | 10 | 10 | 9 |
|---|
| BBAI | No score | 6 | 1 | No score | 3 | 4 |
|---|
| BR | 8 | 7 | 8 | 9 | 8 | 8 |
|---|
| CDNS | 10 | 10 | 10 | 9 | 7 | 9 |
|---|
| CDW | 6 | 6 | 6 | 5 | 7 | 8 |
|---|
| CHYM | No score | No score | No score | 9 | 9 | 10 |
|---|
| CIEN | 5 | 5 | 9 | 10 | 10 | 10 |
|---|
| COHR | 9 | 8 | 8 | 9 | 9 | 9 |
|---|
| CPAY | 7 | 6 | 8 | 8 | 8 | 8 |
|---|
| CRDO | 9 | 10 | 10 | 10 | 10 | 10 |
|---|
| CRM | 9 | 8 | 8 | 9 | 8 | 9 |
|---|
| CRWD | 8 | 9 | 9 | 10 | 9 | 9 |
|---|
| CRWV | No score | 9 | 9 | 7 | 8 | 8 |
|---|
| CSCO | 3 | 7 | 9 | 8 | 7 | 9 |
|---|
| CTSH | 7 | 8 | 9 | 8 | 8 | 8 |
|---|
| DDOG | 8 | 8 | 9 | 9 | 8 | 10 |
|---|
| DELL | 6 | 8 | 8 | 9 | 10 | 10 |
|---|
| DUOL | 9 | 10 | 9 | 9 | 9 | 9 |
|---|
| EPAM | 7 | 5 | 7 | 7 | 8 | 8 |
|---|
| FFIV | 9 | 8 | 9 | 8 | 8 | 8 |
|---|
| FICO | 8 | 8 | 9 | 9 | 9 | 9 |
|---|
| FIG | No score | No score | 9 | 9 | 9 | 9 |
|---|
| FIS | 8 | 5 | 9 | 8 | 8 | 7 |
|---|
| FISV | 8 | 7 | 7 | 2 | 5 | 3 |
|---|
| FLEX | 8 | 8 | 8 | 8 | 9 | 9 |
|---|
| FSLR | 8 | 4 | 7 | 5 | 9 | 9 |
|---|
| FTNT | 9 | 8 | 7 | 9 | 7 | 10 |
|---|
| FTV | 6 | 3 | 4 | 7 | 6 | 5 |
|---|
| GDDY | 9 | 7 | 9 | 9 | 8 | 7 |
|---|
| GEN | 7 | 7 | 6 | 6 | 6 | 6 |
|---|
| GLW | 9 | 9 | 9 | 8 | 9 | 9 |
|---|
| GRMN | 9 | 8 | 10 | 7 | 9 | 8 |
|---|
| HPE | 9 | 8 | 6 | 8 | 7 | 8 |
|---|
| HPQ | 6 | 4 | 3 | 5 | 7 | 5 |
|---|
| IBM | 6 | 6 | 8 | 10 | 8 | 8 |
|---|
| INTC | 2 | 5 | 5 | 5 | 4 | 6 |
|---|
| INTU | 6 | 9 | 9 | 9 | 9 | 9 |
|---|
| IONQ | 9 | 5 | 9 | 9 | 9 | 9 |
|---|
| IOT | 10 | 9 | 9 | 10 | 10 | 10 |
|---|
| IT | 8 | 7 | 5 | 8 | 6 | 8 |
|---|
| JBL | 5 | 8 | 9 | 9 | 9 | 9 |
|---|
| JKHY | 6 | 7 | 9 | 8 | 9 | 8 |
|---|
| KEYS | 5 | 6 | 8 | 8 | 7 | 9 |
|---|
| KLAC | 9 | 9 | 9 | 8 | 6 | 7 |
|---|
| LDOS | 9 | 7 | 8 | 7 | 7 | 7 |
|---|
| LITE | 8 | 8 | 9 | 8 | 8 | 9 |
|---|
| LRCX | 9 | 9 | 9 | 9 | 9 | 9 |
|---|
| MCHP | 1 | 1 | 2 | 3 | 9 | 9 |
|---|
| MDB | 10 | 9 | 9 | 9 | 9 | 9 |
|---|
| MPWR | 9 | 9 | 9 | 8 | 8 | 10 |
|---|
| MRVL | 6 | 9 | 9 | 9 | 10 | 10 |
|---|
| MSFT | 8 | 8 | 9 | 9 | 10 | 9 |
|---|
| MSI | 7 | 7 | 7 | 7 | 8 | 7 |
|---|
| MSTR | 4 | 4 | 6 | 7 | 5 | 7 |
|---|
| MU | 9 | 9 | 9 | 9 | 9 | 9 |
|---|
| NET | 9 | 8 | 9 | 9 | 8 | 10 |
|---|
| NOW | 10 | 10 | 10 | 10 | 9 | 7 |
|---|
| NTAP | 8 | 4 | 6 | 6 | 7 | 8 |
|---|
| NVDA | 9 | 8 | 8 | 8 | 8 | 10 |
|---|
| NXPI | 3 | 2 | 2 | 4 | 7 | 7 |
|---|
| ON | 2 | 1 | 1 | 2 | 2 | 6 |
|---|
| ORCL | 8 | 9 | 8 | 6 | 9 | 9 |
|---|
| P | 7 | 7 | 7 | 7 | 9 | 9 |
|---|
| PANW | 9 | 9 | 9 | 9 | 8 | 6 |
|---|
| PATH | 7 | 6 | 7 | 9 | 9 | 9 |
|---|
| PAYX | 6 | 6 | 6 | 6 | 7 | 6 |
|---|
| PLTR | 9 | 9 | 9 | 10 | 10 | 10 |
|---|
| PTC | 4 | 6 | 9 | 10 | 9 | 9 |
|---|
| Q | No score | No score | No score | 7 | 8 | 10 |
|---|
| QBTS | 2 | 8 | 8 | 8 | 8 | 2 |
|---|
| QCOM | 8 | 9 | 8 | 7 | 5 | 3 |
|---|
| RGTI | 2 | 2 | 2 | 2 | 2 | 8 |
|---|
| ROP | 9 | 8 | 8 | 6 | 8 | 8 |
|---|
| SHOP | 9 | 8 | 7 | 7 | 9 | 8 |
|---|
| SMCI | 5 | 5 | 6 | 3 | 8 | 7 |
|---|
| SNDK | No score | No score | No score | 7 | 9 | 9 |
|---|
| SNOW | 9 | 9 | 9 | 9 | 9 | 9 |
|---|
| SNPS | 5 | 4 | 8 | 4 | 6 | 7 |
|---|
| SOUN | 9 | 8 | 9 | 9 | 9 | 8 |
|---|
| STX | 9 | 9 | 9 | 9 | 9 | 10 |
|---|
| SWKS | 2 | 2 | 5 | 7 | 4 | 3 |
|---|
| TDY | 6 | 6 | 8 | 7 | 8 | 8 |
|---|
| TEAM | 8 | 7 | 8 | 8 | 8 | 7 |
|---|
| TEL | 5 | 6 | 7 | 9 | 9 | 8 |
|---|
| TER | 9 | 5 | 2 | 5 | 10 | 9 |
|---|
| TRMB | 9 | 5 | 10 | 10 | 7 | 9 |
|---|
| TSM | 9 | 9 | 9 | 9 | 9 | 9 |
|---|
| TWLO | 8 | 9 | 8 | 9 | 8 | 10 |
|---|
| TXN | 3 | 6 | 9 | 6 | 7 | 9 |
|---|
| TYL | 9 | 9 | 9 | 9 | 8 | 8 |
|---|
| U | 2 | 3 | 4 | 6 | 7 | 9 |
|---|
| UBER | 8 | 8 | 9 | 7 | 9 | 8 |
|---|
| VRSN | 7 | 7 | 7 | 7 | 7 | 7 |
|---|
| WDAY | 9 | 9 | 9 | 9 | 9 | 7 |
|---|
| WDC | 9 | 9 | 9 | 9 | 9 | 9 |
|---|
| XYZ | 8 | 3 | 5 | 7 | 9 | 8 |
|---|
| ZBRA | 9 | 6 | 8 | 6 | 7 | 8 |
|---|
| ZS | 9 | 9 | 9 | 9 | 9 | 9 |
|---|