Cisco Beats Q4 but Stock Falls 8%: AI Orders Squeeze Margins
Cisco reported record Q4 revenue of $17.3B and $4B in AI infrastructure orders, but the stock fell 8.4% as gross-margin mix and FY27 guidance disappointed.
Earnings
Analysis of company earnings, guidance, margins, cash flow, and the market’s reaction. We separate reported results from estimates and explain the operating metrics behind headline numbers.
CoreWeave Q2 Doubles to $2.58B; Backlog Hits $104B
CoreWeave’s Q2 2026 revenue jumped 112% to $2.58B; backlog hit $104B, Meta added $21B, and FY26 guide was raised. But the net loss widened to $626M.
On Holding Crashes 22% on Q2 Miss: Americas Growth Cracks
On Holding (ONON) posted a rare Q2 revenue miss and cut its FY26 outlook. Shares fell up to 22% — the worst day since its 2021 IPO.
Airbnb Jumps 15% on Q2: Revenue +17%, FY26 Guide Raised
Airbnb (ABNB) posted its best day ever, +14.8%, after Q2 2026 revenue rose 17% to $3.6B, net income hit $816M, and management raised full-year revenue and margin guides.
Twilio Q2 Beat: Revenue +22%, FY Growth Guide Raised to 18%
Twilio delivered $1.50B in Q2 2026 revenue, up 22% reported and 17% organic, raised full-year growth guidance to 18-18.5%, and posted record $353M free cash flow.
Trade Desk Cracks 25% After Hours: Growth Slows to 3%
The Trade Desk plunged roughly 25% after hours on Aug 6 as Q2 revenue growth slowed to 3% and Q3 guidance implied a sequential decline.
AppLovin Drops 19% on Q2: Ad-Tech Growth Story Cools
AppLovin fell nearly 20% after Q2 2026 revenue growth slowed to 53% and Q3 guidance implied further deceleration to the mid-40s.
SolarEdge Plunges 30% on Q3 Guide: Residential Solar Cracks
SolarEdge fell 30% after Q3 revenue and gross-margin guidance came in below Q2, dragging Enphase, Sunrun and Canadian Solar with it. Here are the numbers.
Shopify Surges 18%: Q2 Beat With 30%+ Growth Across the Board
Shopify jumped ~18% to $145 on Q2 2026 results as GMV, revenue, gross profit, and free cash flow all grew 30%+.
SpaceX Lockup Expires Aug 6: 912M Shares Come Free
SpaceX’s (SPCX) 180-day IPO lockup ends Aug 6, freeing ~912 million insider shares two days after a bruising first earnings report.