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[InsightAnalytics.io @itsinsightio]

Lennar Corporation - Q2 FY2026 Earnings
$LEN 📉 -1.7% AH

Revenue: ⚪$7.9B (Est: $8.0B)
EPS: ✅$1.31 (Est: $1.24)

Key Highlights:
• Repurchased 5M shares for $447M; $1.8B cash, no revolver borrowings
• Redeemed $400M of 5.25% senior notes due June 2026 subsequent to quarter-end
• FY2026 delivery target moderated to 82K–83K homes amid rate and geopolitical uncertainty

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Rh - Q1 FY2026 Earnings
$RH 📈 +7.9% AH

Revenue: ❌$800.3M (Est: $818.6M)
EPS: ❌-$1.97 (Est: -$0.09)

Key Highlights:
• Launched RH Estates, RH Bespoke Furniture, and RH Couture Upholstery, a new platform for high-end custom furniture
• Raised FY2026 revenue growth outlook to 4.5%–8.0% and adjusted EBITDA margin to 14.2%–16.0%
• Q1 revenues negatively impacted by ~$45M due to higher backorder and special order balances from tariff-related resourcing

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Adobe Inc. - Q2 FY2026 Earnings
$ADBE 📉 -0.9% AH

Revenue: ✅$6.6B (Est: $6.5B)
EPS: ⚪$5.96 (Est: $5.82)

Key Highlights:
• CFO Dan Durn departing June 15; Steve Day named interim CFO
• AI-first ARR triples YoY, exceeds $500M
• FY2026 total revenue and non-GAAP EPS targets raised

[InsightAnalytics.io @itsinsightio]

Oracle Corporation - Q4 FY2026 Earnings
$ORCL

Revenue: ⚪$19.2B (Est: $19.1B)
EPS: ✅$2.11 (Est: $1.95)

Key Highlights:
• Record RPO surged $85B sequentially to $638B, driven by large-scale AI contracts with customer-supplied or prepaid GPUs
• FY2027 non-GAAP EPS guidance raised to $8.05, up 18% after adjusting for one-time gains
• Q1 FY2027 total revenue growth expected at 27%–29%, cloud revenue growth at 57%–63%

[InsightAnalytics.io @itsinsightio]

Chewy, Inc. - Q1 FY2026 Earnings
$CHWY 📈 +2.6% Pre-Market

Revenue: ✅$3.4B (Est: $3.1B)
EPS: ✅$0.43 (Est: $0.17)

Key Highlights:
• Completed acquisition of business for $174.8M net of cash acquired
• Repurchased $200M of common stock during the quarter
• Added nearly 200,000 net active customers, reaching 21.5M

[InsightAnalytics.io @itsinsightio]

Samsara Inc. - Q1 FY2027 Earnings
$IOT

Revenue: ✅$478.8M (Est: $455.2M)
EPS: ✅$0.17 (Est: $0.13)

Key Highlights:
• Third consecutive quarter of GAAP profitability with net income of $44.5M
• Ending ARR of $1.99B, approaching $2B milestone with 30% YoY growth
• FY2027 revenue guidance of $2.005B–$2.013B, representing 24% growth

[InsightAnalytics.io @itsinsightio]

Planet Labs PBC - Q1 FY2027 Earnings
$PL 📉 -0.2% AH

Revenue: ✅$94.2M (Est: $90.0M)
EPS: ✅-$0.03 (Est: -$0.04)

Key Highlights:
• Launched 3 Pelican satellites, including Sweden's first sovereign reconnaissance satellite, just 4 months after contract signing
• Redeemed all outstanding public warrants, generating ~$108M in proceeds and eliminating future revaluation losses
• Q2 revenue guidance of $102M–$107M; full-year FY2027 revenue guidance of $425M–$441M

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DocuSign, Inc. - Q1 FY2027 Earnings
$DOCU 📉 -1.5% AH

Revenue: ⚪$830.2M (Est: $824.7M)
EPS: ✅$1.09 (Est: $0.99)

Key Highlights:
• Graham Sheldon, former CPO of UiPath, appointed Chief Product Officer
• IAM ARR mix reached 12.6% of total ARR, up from 10.8% last quarter
• Record share buybacks of $317.5M, nearly double prior-year quarter

[InsightAnalytics.io @itsinsightio]

Rubrik, Inc. - Q1 FY2027 Earnings
$RBRK 📈 +6.5% AH

Revenue: ✅$387.1M (Est: $366.3M)
EPS: ✅$0.16 (Est: -$0.03)

Key Highlights:
• Launched Rubrik Agent Cloud for Google Cloud's Gemini Enterprise Agent Platform with auto-discovery, intent-based guardrails, and Agent Rewind capability
• Launched data protection for Google Workspace, bringing immutable backups and rapid recovery to Gmail and Google Drive
• Raised full-year FY2027 guidance: Subscription ARR to $1.854B-$1.862B, revenue to $1.638B-$1.648B

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Ciena Corporation - Q2 FY2026 Earnings
$CIEN 📉 -7.4% Pre-Market

Revenue: ✅$1.6B (Est: $1.5B)
EPS: ✅$1.64 (Est: $1.46)

Key Highlights:
• Awarded industry's first hyperscaler multi-rail opportunity with RLS Hyper-Rail solution
• Cloud provider revenue up 70% YoY to 46% of total revenue
• Raised FY2026 revenue guidance to $6.3B ± $100M, a 32% YoY increase at midpoint

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Five Below, Inc. - Q1 FY2026 Earnings
$FIVE 📉 -8.2% AH

Revenue: ✅$1.3B (Est: $966.5M)
EPS: ✅$2.22 (Est: $0.83)

Key Highlights:
• Opened 49 net new stores, ending Q1 with 1,970 locations across 46 states
• Raised full-year FY2026 net sales outlook to $5.40B–$5.48B

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Broadcom Inc. - Q2 FY2026 Earnings
$AVGO 📉 -3.4% AH

Revenue: ⚪$22.2B (Est: $22.1B)
EPS: ⚪$2.44 (Est: $2.40)

Key Highlights:
• Q2 AI semiconductor revenue hits record $10.8B, up 143% YoY, beating internal forecast
• Q3 revenue guidance of ~$29.4B implies 84% YoY growth, driven by expected $16B in AI semiconductor revenue
• Q3 non-GAAP operating margin guided to ~67% of revenue

[InsightAnalytics.io @itsinsightio]

https://t.co/lYahbvoHCV, Inc. - Q4 FY2026 Earnings
$AI 📈 +8.7% AH

Revenue: ⚪$51.6M (Est: $51.6M)
EPS: ✅-$0.33 (Est: -$0.37)

Key Highlights:
• Thomas M. Siebel resumes as CEO; Stephen Ehikian continues as President
• Restructuring plan targeting ~$135M annualized non-GAAP cost savings substantially complete
• FY2027 total revenue guidance set at $210M-$240M

[InsightAnalytics.io @itsinsightio]

CrowdStrike Holdings, Inc. - Q1 FY2027 Earnings
$CRWD 📉 -4.5% AH

Revenue: ⚪$1.4B (Est: $1.4B)
EPS: ⚪$1.10 (Est: $1.07)

Key Highlights:
• Board approved four-for-one stock split; trading to begin July 2, 2026
• Launched Project QuiltWorks, an AI security coalition with OpenAI and Anthropic
• Raised FY27 net new ARR growth guidance by 5.2% at midpoint

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Veeva Systems Inc. - Q1 FY2027 Earnings
$VEEV 📈 +2.2% AH

Revenue: ✅$882.9M (Est: $857.7M)
EPS: ⚪$2.24 (Est: $2.14)

Key Highlights:
• Acquired Ostro in March, delivering conversational AI for more than 50 brands
• 27 new Vault CRM customers added in Q1, over 150 customers now live
• FY2027 total revenue guidance raised to $3.635–$3.645B

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Ollie's Bargain Outlet Holdings, Inc. - Q1 FY2026 Earnings
$OLLI 📈 +6.6% Pre-Market

Revenue: ✅$658.9M (Est: $566.2M)
EPS: ✅$0.91 (Est: $0.71)

Key Highlights:
• Opened 27 new stores, ending Q1 with 672 stores across 35 states (+15.1% YoY)
• Gross margin rose 80 basis points to 41.9%, driven by lower supply chain costs
• Raised FY2026 adjusted EPS outlook to $4.45–$4.55 from $4.40–$4.50

[InsightAnalytics.io @itsinsightio]

Macy's, Inc. - Q1 FY2026 Earnings
$M 📈 +2.2% Pre-Market

Revenue: ✅$4.7B (Est: $4.4B)
EPS: ❌$0.13 (Est: $0.15)

Key Highlights:
• Bloomingdale's comparable sales surged 10.2%, marking seven consecutive quarters of gains and a record first quarter
• Repurchased 2.6M shares for $50M in Q1; $1.1B remaining under $2B authorization
• Raised full-year net sales guidance to $21.5B–$21.75B and adjusted diluted EPS to $2.00–$2.20

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GitLab Inc. - Q1 FY2027 Earnings
$GTLB 📈 +8.7% AH

Revenue: ✅$264.2M (Est: $254.2M)
EPS: ✅$0.23 (Est: $0.21)

Key Highlights:
• Reducing full-time workforce by ~14% (~350 employees) and exiting 22 countries to realign operating structure
• Repurchased ~2.4M shares in Q1; $50M in buybacks this quarter
• Extended agentic AI across software lifecycle with new automated security remediation and broadened free-tier access to GitLab Duo Agent Platform

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Palo Alto Networks, Inc. - Q3 FY2026 Earnings
$PANW 📈 +11.5% AH

Revenue: ⚪$3.0B (Est: $2.9B)
EPS: ✅$0.85 (Est: $0.80)

Key Highlights:
• Next-Gen Security ARR grew 60% YoY to $8.1B, including $1.6B from CyberArk and Chronosphere
• Trailing 12-month adjusted free cash flow margin reached 38.5%, up 4.3% YoY
• Guides Q4 revenue $3.345B–$3.355B, representing 32% YoY growth

[InsightAnalytics.io @itsinsightio]

Ulta Beauty, Inc. - Q1 FY2026 Earnings
$ULTA 📈 +5.1% AH

Revenue: ✅$3.2B (Est: $2.8B)
EPS: ✅$7.74 (Est: $5.81)

Key Highlights:
• Returned $555M to shareholders via share repurchases during Q1
• Gross margin expanded to 40.1% from 39.1% on lower inventory shrink and higher merchandise margin
• Raised FY2026 diluted EPS guidance to $28.36–$28.80 from $28.05–$28.55