Pre Earnings

BlackBerry (NYSE: BB) — Q2 FY2027 Pre Earnings

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BlackBerry BB Q2 27 pre earnings

Operations

Q1 2027
Q1 Revenue ↑ 25.64% YoY $152.9M
Divisions
QNX 47.3%
Secure Communications 48.1%
Licensing 4.6%

Key Earnings Driver

Development License QNX revenue increased $14.8M or 25.7% year over year to $72.3M. Within QNX, Development License revenue increased $7.5M and Royalty revenue increased $4.2M, accounting for 50.7% and 28.4% of the QNX revenue increase respectively. QNX revenue exceeded guidance due to stronger-than-expected royalty revenue. Secure Communications increased 23.7% to $73.6M, and Licensing increased 48.9% to $7.0M.

Key Operating Metrics¹

METRIC

STATUS

QNX↑ 25.7%

Development License

🟢 Scaling

Royalty

Secure Communications↑ 23.7%

SecuSUITE

UEM

Key Financial Metrics

Gross Margin 78.29% +4.09 pp YoY
Backlog / Revenue 87.6% 0.87x Qtr Rev
CapEx Intensity 2.94% 0.02x Revenue

Sources: BlackBerry Q1 FY2027 Form 10-Q — SEC Filing

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.

TD Synnex (NYSE: SNX) — Q3 FY2026 Pre Earnings

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TD Synnex SNX q3 pre earnings

Operations

Q2 2026
Q2 Revenue ↑ 30.97% YoY $19.57B
Divisions
Americas Distribution 48.8%
Europe Distribution 30.9%
APJ Distribution 5.2%
Hyve Solutions 15.1%

Key Earnings Driver

Hyve Solutions Americas Distribution revenue increased 27.5% year over year to $9.545B, Europe Distribution revenue increased 29.2% to $6.044B, APJ Distribution revenue increased 28.5% to $1.020B, and Hyve Solutions revenue increased 49.1% to $2.966B. Management stated they delivered a record quarter with broad-based strength across Distribution and Hyve.

Key Operating Metrics¹

METRIC

STATUS

Americas Distribution↑ 27.5%

Europe Distribution↑ 29.2%

Hyve Solutions↑ 49.1%

🟢 Scaling

Key Financial Metrics

Gross Margin 6.84% -0.16 pp YoY
Backlog / Revenue N/A
CapEx Intensity 0.34% 0.00x Revenue

Sources: TD SYNNEX Q2 FY2026 Earnings Release — Company Website, Q2 FY2026 Form 10-Q — Segment Revenue — SEC Filing

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.

RF Industries (NASDAQ: RFIL) — Q3 FY2026 Pre Earnings

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RF Industries q3 26 pre earnings Finance Note

Operations

Q2 2026
Q2 Revenue ↑ 9.47% YoY $20.69M
Divisions
Interconnect 33.6%
Custom Cabling 40.7%
Integrated Systems 25.7%

Key Earnings Driver

Custom Cabling Interconnect revenue increased 15.9% year over year to $6.945M, Custom Cabling revenue increased 29.8% to $8.427M, while Integrated Systems revenue declined 17.2% to $5.319M. The increase in net sales was primarily attributable to the Custom Cabling product offering, which increased by $1.9M, primarily driven by increased market penetration in the aerospace and industrial industries.

Key Operating Metrics¹

METRIC

STATUS

Interconnect↑ 15.9%

Custom Cabling↑ 29.8%

🟢 Scaling

Integrated Systems↓ 17.2%

🟡 Watch

Key Financial Metrics

Gross Margin 35.10% +3.6 pp YoY
Backlog / Revenue 96.7% 0.96x Qtr Rev
CapEx Intensity 1.21% 0.01x Revenue

Sources: RF Industries Q2 FY2026 Earnings Release — Company Website, RF Industries Q2 FY2026 Form 10-Q — SEC Filing

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.

Oracle (NYSE: ORCL) — Q1 FY2027 Pre Earnings

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Pre earnings note company quarterly analysis

Operations

Q4 2026
Q4 Revenue ↑ 21% YoY $19.18B
Divisions
Cloud and Software 87.3%
Hardware 4.8%
Services 7.9%

Key Earnings Driver

Multicloud AI Database Cloud and Software revenue increased 22.1% year over year, with Cloud revenue increasing 47% to $9.9B, while Software declined 2% to $6.8B. Within Cloud, Cloud Infrastructure revenue increased 93% to $5.8B, with management reporting that Multicloud AI Database increased 404% and was its fastest-growing business ever, and Cloud Applications revenue increased 10% to $4.1B. Hardware increased 9% to $0.9B, and Services increased 13% to $1.5B.

Key Operating Metrics¹

METRIC

STATUS

Cloud and Software↑ 22.1%

Cloud↑ 47%

Cloud Infrastructure↑ 93%

Multicloud AI Database↑ 404%

🟢 Scaling

Cloud Applications↑ 10%

Software↓ 2%

Software License↓ 6%

🟡 Watch

Software Support↓ 0.7%

🟡 Watch

Key Financial Metrics

Gross Margin 65.23% -4.96 pp YoY
Backlog / Revenue 3,326.0% 33.26x Qtr Rev
CapEx Intensity 85.96% 0.85x Revenue

Sources: Oracle Q4 FY2026 Earnings Release — Company Website, Oracle Q4 FY2026 Form 10-Q — SEC Filing

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.

ServiceTitan (NASDAQ: TTAN) — Q2 FY2027 Pre Earnings

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ServiceTitan q2 27 pre earnings

Operations

Q1 2027
Q1 Revenue ↑ 24.63% YoY $268.82M
Divisions
Platform 96.9%
Professional services and other 3.1%

Key Earnings Driver

Max Platform revenue increased 25% year over year to $260.6M. Within Platform, Subscription revenue increased 24% to $202.0M, and Usage revenue increased 29% to $58.5M. Within Subscription, the number of locations on Max more than doubled in Q1, and the company was optimizing its internal processes, automating customer onboarding and expects to again double the number of locations on Max during Q2. Professional services and other revenue increased 7.1% to $8.3M.

Key Operating Metrics¹

METRIC

STATUS

Platform↑ 25%

Subscription↑ 24%

Max

🟢 Scaling

Usage↑ 29%

Key Financial Metrics

Gross Margin 72.10% +3.3 pp YoY
Backlog / Revenue N/A
CapEx Intensity 2.78% 0.02x Revenue

Sources: ServiceTitan Q1 FY2027 Earnings Release — Company Website, ServiceTitan Q1 FY2027 10-Q — SEC Filing

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.

Braze (NASDAQ: BRZE) — Q2 FY2027 Pre Earnings

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Braze q2 27 pre earnings fn1

Operations

Q1 2027
Q1 Revenue ↑ 30.2% YoY $211M
Divisions
Subscription 92.5%
Professional services and other 7.5%

Key Earnings Driver

Professional Services and Other Subscription revenue increased 26.0% year over year to $195.2M, driven by strong demand for its AI-powered customer engagement platform. Within the customer engagement platform, BrazeAI Decisioning Studio contributed $5.7M, up 26.7% organically. Management said the company had successfully accelerated the hiring and ramp of its forward deployed delivery personnel, which has enabled the company to accelerate the pace and timing of decisioning studio start dates. Professional services and other revenue increased 119.4% to $15.8M.

Key Operating Metrics¹

METRIC

STATUS

Subscription↑ 26%

Customer engagement platform

BrazeAI Decisioning Studio

Professional services and other↑ 119.4%

🟢 Scaling

Key Financial Metrics

Gross Margin 65.70% -2.9 pp YoY
Backlog / Revenue 511.5% 5.11x Qtr Rev
CapEx Intensity 0.63% 0.00x Revenue

Sources: Braze Q1 FY2027 Earnings Release — Company Website, Braze Q1 FY2027 Earnings Call Transcript — Company Website

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.

Broadcom (NASDAQ: AVGO) — Q3 FY2026 Pre Earnings

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Broadcom avgo q3 26 pre earnings finance note

Operations

Q2 2026
Q2 Revenue ↑ 47.91% YoY $22.19B
Divisions
Semiconductor Solutions 67.6%
Infrastructure Software 32.4%

Key Earnings Driver

AI Accelerators and AI Networking Semiconductor Solutions revenue increased 79% year over year to $15.0B. Within Semiconductor Solutions, AI semiconductor revenue increased 143% to $10.8B, driven by increasing demand for custom AI Accelerators and AI Networking. Infrastructure Software revenue increased 9% to $7.2B, primarily driven by VMware Cloud Foundation. For Q3, Hock Tan, President and CEO of Broadcom, expects semiconductor revenue from AI to grow more than 200% year over year to $16.0B.

Key Operating Metrics¹

METRIC

STATUS

Semiconductor Solutions↑ 79%

AI semiconductor↑ 143%

AI Accelerators

🟢 Scaling

AI Networking

🟢 Scaling

Infrastructure Software↑ 9%

VMware Cloud Foundation

Key Financial Metrics

Gross Margin 69.47% +1.51 pp YoY
Backlog / Revenue N/A
CapEx Intensity 1.04% 0.01x Revenue

Sources: Broadcom Q2 FY2026 Earnings Release — Company Website, Broadcom Q2 FY2026 Company Overview — Company Website

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.

Credo Technology (NASDAQ: CRDO) — Q1 FY2027 Pre Earnings

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Credo Technology CRDO Q1 27 Pre Earnings

Operations

Q4 2026
Q4 Revenue ↑ 157.03% YoY $437M
Divisions
Credo Technology 100.0%

Key Earnings Driver

Active Electrical Cables Credo Technology’s Q4 revenue increased 157% year over year to $437.0M. FY2026 revenue increased 206% to $1.34B, with the ramp-up of Active Electrical Cable (AEC) solutions at hyperscale data center customers contributing over 99% of the revenue increase.

Key Operating Metrics¹

METRIC

STATUS

Credo Technology↑ 157%

Active Electrical Cables

🟢 Scaling

Key Financial Metrics

Gross Margin 68.20% +1 pp YoY
Backlog / Revenue N/A
CapEx Intensity 1.09% 0.01x Revenue

Sources: Credo Technology Q4 FY2026 Earnings Release — Company Website, Credo Technology FY2026 10-K — SEC Filing

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.

IREN (NASDAQ: IREN) — Q4 FY2026 Pre Earnings

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Pre earnings note company quarterly analysis

Operations

Q3 2026
Q3 Revenue ↓ 0.02% YoY $144.8M
Divisions
Bitcoin Mining 76.8%
AI Cloud Services 23.2%

Key Earnings Driver

AI Cloud Services Bitcoin Mining revenue declined 21.3% year over year to $111.2 million while AI Cloud Services revenue increased 833% to $33.6 million. IREN reported that the decrease in Bitcoin Mining revenue was driven by lower average Bitcoin prices and decommissioning mining hardware ahead of GPU installation and billing. Average operating hashrate increased 22.4% year over year to 36.0 EH/s from 29.4 EH/s.

Key Operating Metrics¹

METRIC

STATUS

Bitcoin Mining↓ 21.3%

🟠 Weakening

AI Cloud Services↑ 833%

🟢 Scaling

Key Financial Metrics

Gross Margin 72.44% +1.38 pp YoY
Backlog / Revenue N/A
CapEx Intensity 935.93% 9.35x Revenue

Sources: IREN Q3 FY2026 Earnings Release — Company Website, IREN Q3 FY2026 10-Q — SEC Filing, IREN Q3 FY2026 Earnings Release — SEC Filing

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.

CrowdStrike Holdings, Inc. (NASDAQ: CRWD) — Q2 FY2027 Pre Earnings

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Pre earnings note company quarterly analysis

Operations

Q1 2027
Q1 Revenue ↑ 25.57% YoY $1.39B
Divisions
Subscription 95.3%
Professional Services 4.7%

Key Earnings Driver

Falcon Platform Subscription revenue increased 26% year over year to $1.32 billion. Subscription revenue growth was primarily driven by new customer additions and sales of additional sensors and modules to existing customers. 51% of CrowdStrike’s subscription customers were using six or more Falcon modules. Professional Services revenue increased 23% to $64.8M.

Key Operating Metrics¹

METRIC

STATUS

Subscription↑ 26%

Falcon Platform

🟢 Scaling

Key Financial Metrics

Gross Margin 75.00% +1 pp YoY
Backlog / Revenue 288.7% 2.88x Qtr Rev
CapEx Intensity 8.67% 0.08x Revenue

Sources: CrowdStrike Q1 FY2027 Form 10-Q — SEC Filing

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.