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

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TD Synnex SNX q3 pre earnings finance note

Operations

As of September 26, 2026
Q3 Revenue ↑ 37.7% YoY $21.6B
Divisions
Americas Distribution 47.9%
Europe Distribution 29.5%
APJ Distribution 5.0%
Hyve Solutions 17.6%

Key Earnings Driver

Hyve Solutions Americas Distribution revenue increased 39.9% year over year to $10.319B, Europe Distribution revenue increased 30.2% to $6.366B, APJ Distribution revenue increased 21.7% to $1.071B, and Hyve Solutions revenue increased 51.7% to $3.802B. Management stated they delivered another record quarter, with Distribution and Hyve both performing above our expectations and growing above market.

Key Operating Metrics¹

METRIC

STATUS

Americas Distribution↑ 39.9%

Europe Distribution↑ 30.2%

Hyve Solutions↑ 51.7%

🟢 Scaling

Key Financial Metrics

Gross Margin 6.61% -0.61 pp YoY
Backlog / Revenue N/A
CapEx Intensity 0.27% 0.00x Revenue

Sources: TD SYNNEX Q3 FY2026 Results — Company Website,  TD SYNNEX Q3 FY2026 Supplemental Financial Information — Company Website, TD SYNNEX Q3 FY2026 Form 8-K / Exhibit 99.1 — 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.

BlackBerry (NYSE: BB) — Q2 FY2027 Post Earnings

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BlackBerry BB Q2 27 Post Earnings

Operations

As of September 25, 2026
Q2 Revenue ↑ 26% YoY $163M
Divisions
QNX 49.2%
Secure Communications 37.3%
Licensing 13.5%

Key Earnings Driver

Licensing QNX revenue increased 27.1% year over year to $80.3M. Secure Communications increased 2.0% to $60.9M, and Licensing increased 217.1% to $22.1M.

Key Operating Metrics¹

METRIC

STATUS

QNX↑ 27.1%

Secure Communications↑ 2%

Licensing↑ 217.1%

🟢 Scaling

Key Financial Metrics

Gross Margin 77.83% +3 pp YoY
Backlog / Revenue 612.0% 6.12x Qtr Rev
CapEx Intensity 4.35% 0.04x Revenue

Sources: BlackBerry Q2 FY2027 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.

BlackBerry (NYSE: BB) — Q2 FY2027 Pre Earnings

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BlackBerry BB Q2 27 pre earnings

Operations

As of September 23, 2026
Q1 Revenue ↑ 26% 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

BlackBerry Radar

Professional services

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

As of September 21, 2026
Q2 Revenue ↑ 31% 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.

Forgent Power Solutions (NYSE: FPS) — Q4 FY2026 Post Earnings

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Forgent Power Solutions FPS q4 post earnings

Operations

As of September 16, 2026
Q4 Revenue ↑ 94% YoY $462M
Divisions
Custom Products 63.1%
Powertrain Solutions 31.8%
Standard Products 2.4%
Services 2.7%

Key Earnings Driver

Powertrain Solutions Custom Products revenue increased 73.2% year over year to $291.5M, Powertrain Solutions revenue increased 186.8% to $146.7M, Standard Products revenue increased 11.2% to $11.2M, and Services revenue increased 51.5% to $12.3M. Powertrain Solutions revenue grew 259% for fiscal 2026 and represented nearly one-third of Q4 revenue. Forgent is making an incremental investment in dedicated e-House and Powerskid production in Tijuana, to increase Powertrain Solutions capacity by more than 50%.

Key Operating Metrics¹

METRIC

STATUS

Custom Products↑ 73.2%

Powertrain Solutions↑ 186.8%

🟢 Scaling

Key Financial Metrics

Gross Margin 36.11% +2.57 pp YoY
Backlog / Revenue 649.8% 6.49x Qtr Rev
CapEx Intensity 6.71% 0.06x Revenue

Sources: Forgent Power Solution Q4 FY2026 Earnings Release — Company Website, Forgent Power Solutions FY2026 Form 10-K — SEC Filing, Forgent Power Solutions Q3 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.

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

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RF Industries q3 26 post earnings Finance Note

Operations

As of September 15, 2026
Q3 Revenue ↑ 21% YoY $23.96M
Divisions
Interconnect 32.7%
Custom Cabling 42.3%
Integrated Systems 25.0%

Key Earnings Driver

Custom Cabling Interconnect revenue increased 26.1% year over year to $7.835M, Custom Cabling revenue increased 41.6% to $10.135M, while Integrated Systems revenue declined 6.7% to $5.990M. The increase in net sales was primarily attributable to net sales of its custom cabling products, primarily driven by organic growth in industrial market segments and increased demand from a tier one carrier.

Key Operating Metrics¹

METRIC

STATUS

Interconnect↑ 26.1%

Custom Cabling↑ 41.6%

🟢 Scaling

Integrated Systems↓ 6.7%

🟡 Watch

Key Financial Metrics

Gross Margin 35.60% +1.6 pp YoY
Backlog / Revenue 77.6% 0.77x Qtr Rev
CapEx Intensity 0.63% 0.00x Revenue

Sources: RF Industries FY2025 Form 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.

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

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RF Industries q3 26 pre earnings Finance Note

Operations

As of September 13, 2026
Q2 Revenue ↑ 9% YoY $20.7M
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.

Adobe (NASDAQ: ADBE) — Q3 FY2026 Post Earnings

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Adobe ADBE q3 26 post earnings

Operations

As of September 11, 2026
Q3 Revenue ↑ 13% YoY $6.76B
Divisions
Subscription 97.4%
Product 1.0%
Services and other 1.6%

Key Earnings Driver

Business Professionals & Consumers Subscription revenue increased 13.7% year over year to $6.58B, Within Subscription, Total Customer Group subscription revenue was $6.56B, with Business Professionals & Consumers subscription revenue increasing 16% to $1.91B, and Creative & Marketing Professionals subscription revenue increasing 14% to $4.65B. Product revenue declined 1.5% to $67M, and Services and other revenue declined 14% to $111M. Management cited expanding its user base through a freemium strategy and deeper engagement with agentic experiences to deliver long-term durable growth.

Key Operating Metrics¹

METRIC

STATUS

Subscription↑ 13.7%

Total Customer Group

Business Professionals & Consumers↑ 16%

🟢 Scaling

Creative & Marketing Professionals↑ 14%

Key Financial Metrics

Gross Margin 88.71% -0.6 pp YoY
Backlog / Revenue 327.8% 3.27x Qtr Rev
CapEx Intensity 1.26% 0.01x Revenue

Sources: Adobe Q3 FY2026 Earnings Release — 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.

Oracle (NYSE: ORCL) — Q1 FY2027 Post Earnings

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Oracle ORCL q1 27 post earnings Finance Note

Operations

As of September 11, 2026
Q1 Revenue ↑ 30% YoY $19.3B
Divisions
Cloud 60.0%
Software 28.7%
Hardware 4.0%
Services 7.3%

Key Earnings Driver

Cloud Infrastructure Cloud revenue increased 62% year over year to $11.6B. Within Cloud, Cloud Infrastructure revenue increased 121% to $7.4B and Cloud Applications revenue increased 10% to $4.2B. Oracle’s Q1 total revenue increase reflected strong execution in its Cloud Infrastructure business, with the delivery of 850MW additional datacenter capacity. Software declined 3% to $5.5B, Hardware increased 15% to $0.8B, and Services increased 5% to $1.4B.

Key Operating Metrics¹

METRIC

STATUS

Cloud↑ 62%

Cloud Infrastructure↑ 121%

🟢 Scaling

Cloud Applications↑ 10%

Software↓ 3%

🟡 Watch

Key Financial Metrics

Gross Margin 60.03% -4.7 pp YoY
Backlog / Revenue 3,431.9% 34.31x Qtr Rev
CapEx Intensity 147.32% 1.47x Revenue

Sources: Oracle Q1 FY2027 Earnings Release — 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.

Oracle (NYSE: ORCL) — Q1 FY2027 Pre Earnings

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Pre earnings note company quarterly analysis

Operations

As of September 10, 2026
Q4 Revenue ↑ 21% YoY $19.2B
Divisions
Cloud 51.7%
Software 35.6%
Hardware 4.8%
Services 7.9%

Key Earnings Driver

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

Key Operating Metrics¹

METRIC

STATUS

Cloud↑ 47%

Cloud Infrastructure↑ 93%

Multicloud AI Database

🟢 Scaling

Software↓ 2%

🟡 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.