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Sarepta Therapeutics (SRPT - Free Report) reported $401.25 million in revenue for the quarter ended June 2026, representing a year-over-year decline of 34.3%. EPS of $0.64 for the same period compares to $2.02 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $355.55 million, representing a surprise of +12.85%. The company delivered an EPS surprise of +10.35%, with the consensus EPS estimate being $0.58.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Sarepta Therapeutics performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Revenues- Product, net: $328.69 million versus $323.98 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a -35.9% change.Revenues- Collaboration and other: $72.56 million versus $30.92 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a -25.9% change.Revenues- Product, net- PMO Products: $230.56 million versus the five-analyst average estimate of $225.91 million. The reported number represents a year-over-year change of -0.3%.Revenues- Product, net- ELEVIDYS: $98.13 million compared to the $97.78 million average estimate based on five analysts. The reported number represents a change of -65.2% year over year.View all Key Company Metrics for Sarepta Therapeutics here>>>

Shares of Sarepta Therapeutics have returned -17.2% over the past month versus the Zacks S&P 500 composite's +3.5% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

LiveRamp (RAMP - Free Report) came out with quarterly earnings of $0.65 per share, beating the Zacks Consensus Estimate of $0.55 per share. This compares to earnings of $0.44 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +18.18%. A quarter ago, it was expected that this data-services company would post earnings of $0.49 per share when it actually produced earnings of $0.52, delivering a surprise of +6.12%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

LiveRamp, which belongs to the Zacks Technology Services industry, posted revenues of $213.99 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 1.26%. This compares to year-ago revenues of $194.82 million. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

LiveRamp shares have added about 28.9% since the beginning of the year versus the S&P 500's gain of 13%.

What's Next for LiveRamp?While LiveRamp has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for LiveRamp was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.70 on $218.86 million in revenues for the coming quarter and $2.95 on $882.34 million in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Technology Services is currently in the bottom 39% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

iQSTEL Inc. (IQST - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026.

This company is expected to post quarterly loss of $0.23 per share in its upcoming report, which represents a year-over-year change of +72%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

iQSTEL Inc.'s revenues are expected to be $106.05 million, up 46.9% from the year-ago quarter.

Apple Hospitality REIT (APLE - Free Report) came out with quarterly funds from operations (FFO) of $0.52 per share, beating the Zacks Consensus Estimate of $0.5 per share. This compares to FFO of $0.47 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an FFO surprise of +4.00%. A quarter ago, it was expected that this hotel-owning real estate investment trust would post FFO of $0.32 per share when it actually produced FFO of $0.34, delivering a surprise of +6.25%.

Over the last four quarters, the company has surpassed consensus FFO estimates four times.

Apple Hospitality REIT, which belongs to the Zacks REIT and Equity Trust - Other industry, posted revenues of $402.55 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 1.02%. This compares to year-ago revenues of $384.37 million. The company has topped consensus revenue estimates just once over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future FFO expectations will mostly depend on management's commentary on the earnings call.

Apple Hospitality REIT shares have added about 39.7% since the beginning of the year versus the S&P 500's gain of 13%.

What's Next for Apple Hospitality REIT?While Apple Hospitality REIT has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's FFO outlook. Not only does this include current consensus FFO expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Apple Hospitality REIT was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus FFO estimate is $0.43 on $379.76 million in revenues for the coming quarter and $1.60 on $1.45 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, REIT and Equity Trust - Other is currently in the top 28% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

One other stock from the same industry, National Health Investors (NHI - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on August 10.

This health care real estate investment trust is expected to post quarterly earnings of $1.26 per share in its upcoming report, which represents a year-over-year change of +3.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

National Health Investors' revenues are expected to be $118 million, up 30.2% from the year-ago quarter.

Most of the Bitcoin stolen through the COLDCARD wallet flaw remains unmoved, but on-chain investigators have detected a separate attacker beginning to route smaller amounts through a mixer.

Summary

The largest known COLDCARD attacker controls 1,159 BTC across seven addresses. None of the 1,159 BTC has entered mixers or been transferred to an identifiable cash-out service. A separate attacker sent 64 BTC toward a mixer, initially mixing about 10 BTC. Investigators have distributed roughly 600 flagged addresses to law enforcement, exchanges, and analytics firms. COLDCARD attacker leaves 1,159 BTC untouched Galaxy Research said the largest known theft connected to the COLDCARD vulnerability involved 1,159 BTC. The funds remain spread across seven addresses associated with the attacker and have not moved since the initial sweep.

https://twitter.com/OnchainLens/status/2083670452967452912

The Bitcoin was stolen within 41 minutes, according to the latest on-chain monitoring cited by Bitcoin News. Investigators have not detected transfers from the seven addresses to exchanges, mixers or other services commonly used to obscure stolen funds.

The assets are therefore better described as unmoved rather than technically frozen. Bitcoin transactions cannot be stopped at the protocol level merely because an address has been flagged.

However, the attacker could face difficulties converting the funds into fiat or other assets. Law enforcement agencies, cryptocurrency exchanges and blockchain analytics companies have reportedly flagged about 600 addresses connected with the wider theft.

Any transfer to a compliant exchange could trigger transaction monitoring controls and requests for information about the account receiving the Bitcoin.

Smaller attacker begins mixing stolen Bitcoin Separate on-chain activity suggests another attacker has started attempting to obscure part of the stolen funds.

Analysts tracked 64 BTC entering a transaction flow linked to a mixer. Approximately 10 BTC was initially mixed, while about 54 BTC returned as change. The remaining funds were subsequently divided into outputs of roughly 7 BTC each for further mixing.

UPDATE COLDCARD:
THE THIEF IS NOW MIXING HIS 64 BTC

1. The funds were sent to that address:
bc1pynd6vswmxkghw6k5463xwcj7el7u4tpl2t2pnh0s8llmc2wgzfqsdu7h92

2. It was mixed in that strange transaction:
– 64 BTC input
– and a 54 BTC output… https://t.co/717BUz0gxm pic.twitter.com/GMzSkE3xrA

— Marius Off🔗Chain (@mariusoffchain) August 5, 2026 Mixers combine or restructure transactions to make it harder to connect the original source of cryptocurrency with its eventual destination. However, they do not guarantee that funds will become untraceable.

Analysts said the relatively large and consistently sized outputs make this laundering attempt easier to follow. Investigators can continue monitoring the transactions as the Bitcoin passes through additional addresses.

The activity also appears separate from the seven-address cluster holding 1,159 BTC. Previous reporting found that multiple attackers may have exploited the same wallet weakness, meaning movements from one cluster should not automatically be attributed to every COLDCARD theft.

Galaxy previously tracked 1,596 stolen BTC As previously reported by crypto.news, Galaxy Research confirmed that attackers stole 1,596 BTC from approximately 7,300 addresses across three attack waves. It also identified 14 smaller incidents connected to the same seed-generation flaw.

A suspected fourth wave could raise the total to approximately 2,055 BTC, although Galaxy had not confirmed those additional losses through sufficient victim reports.

The vulnerability resulted from a firmware error that weakened the randomness used to generate wallet seed phrases. Attackers could reproduce possible seeds offline, derive their Bitcoin addresses, and compare them with addresses visible on the blockchain.

They did not need physical access to the devices, their PINs, or the Bitcoin network itself. The underlying Bitcoin protocol was not compromised.

Coinkite has released corrected firmware, but an update cannot secure a seed phrase generated using a vulnerable version. Affected users must create an entirely new seed and transfer their Bitcoin to addresses derived from it.

The Coldcard hack is especially damaging to Canadian bitcoiners. Our analysis of attackers and victims finds that BTC holders in Canada are bearing 25% of attributable losses.

With estimates ranging as high as $110M, according to Galaxy Research’s dataset, we analyzed the… pic.twitter.com/AyxfHCcOrY

— Chainalysis (@chainalysis) August 4, 2026 US investigators monitor flagged addresses Galaxy previously said it shared confirmed attacker and victim addresses with US law enforcement agencies, exchanges and cyber-investigation groups. The expanding address list could help authorities identify stolen funds when attackers attempt to use regulated services.

Still, recovering the Bitcoin remains uncertain. An attacker may move funds through several addresses, mixers, decentralized platforms or services outside US jurisdiction before attempting to convert them.

The latest mixer activity gives investigators a new transaction trail to follow, while the 1,159 BTC held by the largest known attacker remains exposed to continuous public monitoring.

Bitcoin (BTC) remained subdued while stocks edged higher and gold lower, suggesting the market is trapped between weakening institutional demand and growing signs of seller exhaustion, according to a Glassnode report on Wednesday.

The firm stated that Bitcoin's lack of movement stood in sharp contrast to broad gains across global markets, as major equity indexes reached new highs and gold extended its rally.

"Everything has moved except the asset this report is about," Glassnode wrote.

Stocks Climbed And Oil Slid While Bitcoin Did Nothing At All. Source: GlassnodeBitcoin faced little pressure following Coldcard wallet theftThe report examined the market's response to the compromise and theft of funds from several self-custodied Coldcard hardware wallets. While the theft triggered notable on-chain activity, it produced almost no impact on BTC's price.

Following the incident, the movement of BTC that had remained dormant for at least a year rose to 119,000 BTC over three days, around 200 times the amount stolen, as wallet holders moved funds to new addresses out of precaution.

However, only about one-tenth of those BTC reached exchanges, while new wallet creation returned to normal within days. At the same time, the supply held in wallets younger than one month continued rising, indicating users were simply migrating assets into fresh cold storage rather than selling.

"The largest forced movement of old coins this cycle produced no measurable sell pressure and no discernible price response," Glassnode stated.

Bitcoin lacks strong demand push amid sign of market bottomThe report noted that Bitcoin is beginning to display characteristics associated with market bottoms, although unlike previous cycles. These signals are forming through prolonged inactivity instead of panic selling.

Historically, major bottoms have been marked by sharp price declines and volatility spikes. This time, profitability has compressed gradually during months of sideways trading while volatility has remained unusually low.

Glassnode stated that its Seller Exhaustion Constant has fallen to the lowest level of the current cycle and entered the range where previous market bottoms formed. However, the indicator still remains about one-third above the levels reached during earlier bear market lows.

Seller Exhaustion Constant. Source: GlassnodeInstitutional demand remains a missing catalystGlassnode also highlighted continued weakness in institutional demand. The report stated that US spot Bitcoin exchange-traded funds (ETFs), along with corporate treasury buyers, have collectively failed to provide meaningful support in recent months. June alone recorded roughly 65,800 BTC in net ETF outflows, the largest monthly withdrawal on record, while corporate treasury purchases were insufficient to offset those redemptions.

"Whatever forms the bottom will have to form without the structural bid that defined the last two years, until that bid turns," Glassnode added.

Despite the subdued outlook, the firm noted that options markets remain unusually calm. Upside implied volatility has fallen to its lowest level on record, while downside volatility remains relatively ordinary, indicating traders are paying for neither bullish nor bearish scenarios.

Bitcoin Implied Volatility. Source: GlassnodeWhile deeply compressed markets have historically broken higher, Glassnode stated that Bitcoin's current setup lacks the level of demand that fueled previous recoveries.

Bitcoin is trading at $64,900, up 1% in the past 24 hours at the time of writing.

Rayonier (RYN - Free Report) came out with quarterly earnings of $0.1 per share, beating the Zacks Consensus Estimate of $0.06 per share. This compares to earnings of $0.06 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +66.67%. A quarter ago, it was expected that this forest products company would post earnings of $0.06 per share when it actually produced earnings of $0.07, delivering a surprise of +16.67%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

Rayonier, which belongs to the Zacks Building Products - Wood industry, posted revenues of $396.5 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 8.88%. This compares to year-ago revenues of $106.5 million. The company has topped consensus revenue estimates three times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Rayonier shares have added about 1.3% since the beginning of the year versus the S&P 500's gain of 13%.

What's Next for Rayonier?While Rayonier has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Rayonier was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.13 on $411.95 million in revenues for the coming quarter and $0.32 on $1.45 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Building Products - Wood is currently in the top 37% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Aecom Technology (ACM - Free Report) , another stock in the broader Zacks Construction sector, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 10.

This provider of technical and management-support services is expected to post quarterly earnings of $1.54 per share in its upcoming report, which represents a year-over-year change of +14.9%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Aecom Technology's revenues are expected to be $2.09 billion, up 8% from the year-ago quarter.

First production Layer 2 to stream EIP-7928@worldnetwork says it will become the first production Layer 2 to stream EIP-7928 block access lists, going live on mainnet on August 17. The network will stream full block access lists inside every flashblock, allowing validators to begin verifying transactions while blocks are still being assembled. That inverts the usual approach, where nodes must replay everything sequentially after a block is complete.

Block-Level Access Lists (BALs) function like a map for the network, detailing which parts of the database will be accessed before the work begins. The execution layer stores the full Block Access List, including every account change that the transactions will touch, along with the final results of those changes. Because they give instant visibility into which transactions do not overlap, BALs allow nodes to perform parallel disk reads, fetching information for many transactions simultaneously.

Unlike Ethereum's planned implementation of EIP-7928, which is expected to arrive as part of the Glamsterdam upgrade, World Chain is deploying the feature through a runtime flag rather than a hard fork. This approach allows client operators to upgrade software ahead of the August 17 mainnet rollout without requiring a coordinated network-wide upgrade.

Throughput target and the Glamsterdam connectionInternal benchmarking on World Chain test networks showed validation latency remained effectively stable even as throughput increased substantially, reaching up to one gigagas per second using standard cloud infrastructure. According to the results, higher transaction throughput can be achieved without a corresponding increase in the computing resources required for independent chain verification.

The implementation is designed to address one of the blockchain industry's key scaling challenges: boosting transaction capacity without compromising decentralization by forcing validators to use increasingly powerful hardware.

For @ethereum, EIP-7928 is central to its own roadmap. Glamsterdam is Ethereum's next major network upgrade after Fusaka, combining the Gloas consensus layer fork and the Amsterdam execution layer fork. It is headlined by two changes: enshrined proposer-builder separation (EIP-7732), which moves block building into the protocol, and Block-Level Access Lists (EIP-7928), which enable parallel transaction execution. Glamsterdam is Ethereum's next hard fork after Fusaka, targeting activation at the end of August 2026.

World Chain's early rollout gives the broader Ethereum ecosystem a live production data point on EIP-7928 ahead of that hard fork, potentially informing how the feature performs under real network conditions.

Sources:
World Chain to launch streamed EIP-7928 block access lists - CoinJournal
Glamsterdam upgrade overview - Ethereum.org
Ethereum Glamsterdam upgrade: what changes for infrastructure - Chainstack

Paycom Software (PAYC - Free Report) came out with quarterly earnings of $2.78 per share, beating the Zacks Consensus Estimate of $2.28 per share. This compares to earnings of $2.06 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +21.93%. A quarter ago, it was expected that this maker of human-resources and payroll software would post earnings of $2.93 per share when it actually produced earnings of $3.15, delivering a surprise of +7.51%.

Over the last four quarters, the company has surpassed consensus EPS estimates three times.

Paycom, which belongs to the Zacks Internet - Software industry, posted revenues of $531.2 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 3.69%. This compares to year-ago revenues of $483.6 million. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Paycom shares have added about 10% since the beginning of the year versus the S&P 500's gain of 13%.

What's Next for Paycom?While Paycom has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Paycom was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $2.33 on $533.57 million in revenues for the coming quarter and $10.79 on $2.19 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Internet - Software is currently in the top 44% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Another stock from the same industry, Datadog (DDOG - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 6.

This data analytics and cloud monitoring company is expected to post quarterly earnings of $0.58 per share in its upcoming report, which represents a year-over-year change of +26.1%. The consensus EPS estimate for the quarter has been revised 0.7% higher over the last 30 days to the current level.

Datadog's revenues are expected to be $1.08 billion, up 30.6% from the year-ago quarter.

DoorDash's Drone Certification Could Reshape Its Delivery MarginsDoorDash NASDAQ: DASH executives said the company’s Q2 2026 performance reflected continued growth in restaurant delivery, grocery and retail, international operations and subscription adoption, while improved unit economics supported profitability and ongoing investment in technology.

During the company’s earnings call, Co-Founder, Chair and CEO Tony Xu and CFO Ravi Inukonda emphasized a strategy of reinvesting efficiency gains into product development, merchant tools, autonomous delivery and a unified global technology platform rather than optimizing for short-term margins alone.

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Grocery and New Verticals Gain Momentum The Bank of Mom and Dad Is Booming—3 Stocks to WatchXu described grocery as the fastest-growing segment within DoorDash’s marketplace business and said the company has healthy relationships with its merchant partners. While declining to discuss individual commercial agreements or merchant take rates, Xu said DoorDash’s growth with grocery partners creates opportunities to expand those relationships over time.

Inukonda said DoorDash became an order-volume share leader in new verticals in the fourth quarter and has continued to extend that position. He said monthly active users outside restaurant delivery, order frequency and basket sizes have all increased.

The Food Delivery War Just Entered Its Final PhaseThe company remains on track for its overall new-verticals business to become gross-profit positive in the second half of 2026, according to Inukonda. He attributed larger baskets to customers using DoorDash for a broader set of needs as selection and product quality improve.

Xu also highlighted DashMart fulfillment services, through which DoorDash manages inventory in warehouses for retail and grocery partners. He said the model is generating incremental demand because the facilities operate nearly around the clock, compared with conventional store hours. DoorDash is also seeing error rates that are “10x better” because it controls inventory and can sell customers items that are actually in stock, Xu said.

Restaurant Demand and DashPass Adoption Restaurant growth accelerated from the first quarter to the second quarter, Inukonda said, despite what he characterized as an unusually strong comparison period a year earlier. He pointed to growth in DashPass paid subscribers, investments in selection and delivery quality, and continued engagement from mature customer cohorts.

DoorDash added more DashPass subscribers over the past year than it did in the two preceding years combined, Inukonda said. Paid-subscriber growth during the second quarter was among the highest the company has seen in the past couple of years.

Management said the subscription program creates a reinforcing cycle: Customers receive access to restaurant, grocery and retail offerings, use the platform more frequently and spend more over time. Inukonda said DoorDash continues to see higher restaurant and new-vertical spending, as well as greater DashPass penetration, in older cohorts and similar trends in newer ones.

The company recently introduced fees for deliveries over larger distances. Inukonda said the change is intended to better align what consumers pay with the time and effort required from Dashers. He said the fee has been similar to or slightly below prior levels for the large majority of orders in markets where it has launched, and management does not expect a major profit-and-loss impact.

International Growth and Deliveroo Integration DoorDash said Deliveroo has posted accelerating growth across order volume, gross order value, revenue, monthly active users and subscriptions. Xu said the performance reflects lessons learned from DoorDash’s U.S. operations and Wolt, as well as the company’s integration work at Deliveroo.

Inukonda said Deliveroo’s unit economics have also improved, while the company continues to invest in selection, service quality and subscriptions. He added that Deliveroo exceeded the company’s internal volume expectations in the quarter and is contribution-profit positive.

Xu said DoorDash’s international business is concentrated largely in its top 10 markets outside the United States, where the company is either the leader or a strong No. 2 player and is gaining share. Those markets include the United Kingdom, Italy, Germany, the Nordics, Israel and Canada, he said.

Management argued that local commerce is a “minimum viable scale” business, meaning market position does not always directly determine economics. Still, Xu said DoorDash sees significant opportunity to deploy merchant-facing business-to-business products internationally, where restaurant and retail digital tools may be less developed than in the U.S.

Technology Investments Include AI and Autonomous Delivery Xu said DoorDash is focusing its artificial-intelligence spending on customer and merchant outcomes. The company’s Ask DoorDash tool, for example, helps users discover restaurants and build grocery carts, while AI is also being used to automate merchant catalog and menu creation, improve Dasher routing and assist Dashers when issues arise.

Inukonda said DoorDash is using AI across functions including sales, accounting, marketing and finance, while applying internal controls around model selection, spending caps and team budgets. He said management is seeing efficiency gains but intends to reinvest those gains in longer-term opportunities.

On autonomous delivery, Xu said DoorDash Dot has reached meaningful scale in its Phoenix test market, serving tens of thousands of customers through real-world deliveries rather than fixed routes or demonstrations. He said the company expects Dot to reach high-single-digit penetration within that market by year-end.

Xu said scaling autonomy requires solving operational challenges alongside vehicle technology, including merchant pickup timing, retail inventory availability, package configuration, building access and complicated drop-offs. DoorDash is developing an autonomous delivery platform intended to coordinate human Dashers and autonomous vehicles, while allowing merchants to use their existing DoorDash integrations.

Profitability Outlook and Capital Allocation Inukonda said second-quarter adjusted EBITDA outperformance was driven by better-than-expected unit economics, including advertising and subtotal trends in the latter half of the quarter, along with Deliveroo’s stronger-than-anticipated volumes.

He said the company did not defer investments into later quarters, but noted that some EBITDA upside emerged too late in the quarter to reinvest at the level of efficiency DoorDash requires. The company therefore allowed that upside to flow to the bottom line.

For the third quarter, Inukonda said DoorDash expects to land within its previously provided guidance range. He said take rate should be roughly flat from the second quarter to the third quarter before declining in the fourth quarter, when Dasher costs seasonally rise. Management reiterated that it is focused on expanding total profit dollars and free cash flow over time rather than managing toward a specific take-rate percentage.

About DoorDash (NASDAQ:DASH)DoorDash, Inc operates a technology-driven logistics and food-delivery marketplace that connects consumers, merchants and independent delivery contractors. The company's core service enables customers to order from local restaurants and retailers through its app and website while DoorDash handles last-mile fulfillment via its network of drivers, known as “Dashers.” Over time the platform has broadened beyond restaurant deliveries to include groceries, convenience items and retail deliveries, positioning DoorDash as a broader on-demand logistics provider for consumer goods.

In addition to its marketplace, DoorDash offers a suite of products and services for consumers and businesses.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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For the quarter ended June 2026, Fluence Energy, Inc. (FLNC - Free Report) reported revenue of $600.18 million, down 0.4% over the same period last year. EPS came in at -$0.24, compared to $0.01 in the year-ago quarter.

The reported revenue represents a surprise of -21.22% over the Zacks Consensus Estimate of $761.85 million. With the consensus EPS estimate being -$0.05, the EPS surprise was -380%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Fluence Energy performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Energy Storage Products and Solutions - Deployed: 7,400.00 MW compared to the 8,307.24 MW average estimate based on two analysts.Digital Contracts - Asset under Management: 22,800.00 MW compared to the 24,370.00 MW average estimate based on two analysts.Service Contracts - Asset under Management: 6,300.00 MW compared to the 7,207.44 MW average estimate based on two analysts.Revenue from energy storage products and solutions: $627.28 million versus the three-analyst average estimate of $635.71 million. The reported number represents a year-over-year change of +7.5%.Revenue from services: $20.12 million compared to the $27.23 million average estimate based on three analysts. The reported number represents a change of +18.8% year over year.Revenue from digital applications and solutions: $2.45 million versus the two-analyst average estimate of $10.13 million. The reported number represents a year-over-year change of +37%.View all Key Company Metrics for Fluence Energy here>>>

Shares of Fluence Energy have returned -3.3% over the past month versus the Zacks S&P 500 composite's +3.5% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

For the quarter ended June 2026, Victory Capital Holdings (VCTR - Free Report) reported revenue of $435.36 million, up 24% over the same period last year. EPS came in at $2.21, compared to $1.57 in the year-ago quarter.

The reported revenue represents a surprise of +12.82% over the Zacks Consensus Estimate of $385.88 million. With the consensus EPS estimate being $1.81, the EPS surprise was +22.1%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Victory Capital performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Ending Assets Under Management: $342.45 billion versus $342.45 billion estimated by three analysts on average.Ending assets under management - Fixed Income: $83.41 billion versus the three-analyst average estimate of $83.41 billion.Ending assets under management - Money Market/ Short-term: $3.59 billion versus $3.58 billion estimated by three analysts on average.Ending assets under management - Alternative Investments: $3.37 billion compared to the $3.37 billion average estimate based on three analysts.Ending assets under management - U.S. Small Cap Equity: $11.33 billion versus $11.33 billion estimated by three analysts on average.Ending assets under management - U.S. Mid Cap Equity: $31.29 billion versus the three-analyst average estimate of $31.29 billion.Ending assets under management - U.S. Large Cap Equity: $66.39 billion versus $66.39 billion estimated by three analysts on average.Ending assets under management - Solutions: $105.64 billion versus the three-analyst average estimate of $105.64 billion.Ending assets under management - Global/Non-U.S. Equity: $37.44 billion compared to the $37.44 billion average estimate based on three analysts.Net client cash flows - Fixed Income: $2.67 billion versus $2.3 billion estimated by two analysts on average.Revenue- Investment management fees: $362.24 million versus $310.27 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +28.3% change.Revenue- Fund administration and distribution fees: $73.12 million versus the three-analyst average estimate of $75.6 million. The reported number represents a year-over-year change of +6.1%.View all Key Company Metrics for Victory Capital here>>>

Shares of Victory Capital have returned +14.7% over the past month versus the Zacks S&P 500 composite's +3.5% change. The stock currently has a Zacks Rank #1 (Strong Buy), indicating that it could outperform the broader market in the near term.

Key Highlights Table of Contents

Key HighlightsStablecoin Expansion Drives Q2 Financial PerformanceArc Network Rollout Strengthens Institutional PositioningPayment Infrastructure and Regulatory Wins Accelerate GrowthGet 3 Free Stock Ebooks Circle’s Q2 revenue increases 7% year-over-year as USDC circulation hits $73.3 billion. Quarterly onchain transaction volume for USDC jumps 151% to reach $14.8 trillion. Arc public mainnet scheduled for September 16 launch with leading financial institutions as validators. Company receives federal and New York trust charters for digital asset custody services. CRCL shares decline 0.41% despite positive quarterly performance and institutional momentum. Circle (CRCL) shares declined 0.41% to close at $62.99 even as the company posted solid second-quarter results driven by USDC expansion and institutional adoption. The stablecoin issuer reported revenue gains, increased network activity, and significant progress in its blockchain infrastructure initiatives. Trading saw early gains evaporate during morning hours before shares stabilized in afternoon trading.

Circle Internet Group, CRCL

Stablecoin Expansion Drives Q2 Financial Performance Circle posted $701 million in combined revenue and reserve income for the second quarter, representing 7% growth versus the prior year period. Reserve income totaled $668 million, supported by a 25% year-over-year increase in average USDC circulation. However, declining reserve return rates tempered what otherwise would have been stronger income expansion.

The quarter closed with USDC circulation standing at $73.3 billion, up 19% from the same period last year. Onchain transaction volume surged dramatically, climbing 151% to $14.8 trillion across all supported blockchain networks. Circle’s meaningful wallet count reached seven million, showing 24% annual growth.

The company swung to a profit of $48 million in net income from continuing operations, compared to a substantial loss in the year-ago quarter. Much of this improvement stemmed from reduced stock-based compensation expenses following Circle’s 2025 public market debut. Adjusted EBITDA grew 8% to $143 million, benefiting from higher reserve income generated by expanding circulation.

Arc Network Rollout Strengthens Institutional Positioning Circle announced that Arc’s public mainnet will go live on September 16, featuring privacy capabilities and programmable finance infrastructure. The platform is designed to facilitate tokenized real-world assets and agent-driven payment solutions. Over 100 institutional participants and ecosystem developers are currently building applications for the network.

Arc’s founding validator group includes prominent names such as BlackRock, DTCC, Galaxy, Mastercard, Visa, ICE, and Standard Chartered. These institutions will play critical roles in network security while developing settlement infrastructure and digital asset solutions. BlackRock has announced intentions to deploy its BUIDL tokenized liquidity fund natively on the Arc network.

DTCC is working to enable tokenized asset support through its securities custody platform. BNY, Standard Chartered, and additional financial institutions are exploring various use cases including custody services, settlement mechanisms, and stablecoin integration. These collaborations position Circle strategically within both traditional finance and emerging blockchain-based capital markets.

Payment Infrastructure and Regulatory Wins Accelerate Growth Circle broadened USDC availability through new partnerships with BNY, JCB, Nium, Grupo Bind, and Standard Chartered. These collaborations focus on custody solutions, cross-border payment rails, local currency conversion, and institutional-grade stablecoin services. Kakao Group has also begun evaluating USDC payment infrastructure for deployment in South Korea.

Circle Payments Network achieved $14.7 billion in annualized transaction volume by the end of the quarter. This represents a 76% sequential increase from the prior quarter, while the number of participating institutions grew 29% to reach 175. The platform also saw significant adoption for agent payments, with USDC settling 99.3% of x402 transaction volume.

On the regulatory front, Circle received approval for Circle National Trust, granting the company a national trust bank charter from federal regulators. New York state regulators simultaneously approved Circle New York Trust as a limited-purpose digital asset company. These dual approvals lay groundwork for expanded custody operations and potential future management of USDC reserve assets.

Two Value Tech Stocks Trading Near a Breakout LevelDiodes NASDAQ: DIOD reported second-quarter revenue growth of 22% from a year earlier and issued third-quarter guidance that calls for continued expansion in sales, gross margin and adjusted earnings, citing demand across automotive, industrial and AI-related applications.

Revenue for the quarter ended June 30 was $445.5 million, up from $366.2 million in the same period of 2025 and 10% above $405.5 million in the first quarter. President and CEO Gary Yu said the result marked the company’s sixth consecutive quarter of double-digit year-over-year revenue growth and was supported by growth in every geographic region as well as record global point-of-sale activity.

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Yu said Diodes’ automotive revenue reached a record 21% of product revenue during the quarter. He attributed the performance to expanding semiconductor content and market-share gains in automotive, industrial and AI-server applications.

Profitability Improved as Revenue Expanded Second-quarter gross profit was $147.6 million, representing a gross margin of 33.1%, compared with 31.5% a year earlier and 31.8% in the prior quarter. Yu said cost and operating initiatives implemented during the market slowdown contributed to a 160-basis-point year-over-year improvement in gross margin.

GAAP net income was $46.6 million, or $1.00 per diluted share, compared with $46.1 million, or $0.99 per diluted share, in the prior-year quarter. The GAAP result included approximately $20 million in unrealized gains on investments, according to CFO Brett Whitmire.

On a non-GAAP basis, adjusted net income was $32.5 million, or $0.70 per diluted share, compared with $15 million, or $0.32 per diluted share, a year ago and $19.8 million, or $0.43 per diluted share, in the first quarter. Adjusted results excluded, net of tax, investment gains, acquisition-related intangible amortization, board and officer retirement expenses, and acquisition-related costs.

Cash flow from operations totaled $68.5 million, while free cash flow was $34.8 million after $33.6 million in capital expenditures. The company had approximately $442 million in cash equivalents, restricted cash and short-term investments at quarter-end, against approximately $40 million of total debt.

Inventory days declined to approximately 152 from 157 in the first quarter. Finished-goods inventory days fell to 51 from 55. Whitmire said inventory dollars increased by $11.8 million to $504.6 million to support customer requirements, anticipated growth and longer manufacturing lead times.

Third-Quarter Outlook Calls for Further Growth For the third quarter, Diodes expects revenue of approximately $510 million, plus or minus 3%. At the midpoint, that would represent a 30% year-over-year increase and a 14% sequential increase.

The company forecast GAAP gross margin of 35%, plus or minus 1%, and non-GAAP adjusted earnings per share of $1.05, plus or minus $0.10. Yu said the expected results would include another 190 basis points of sequential gross-margin improvement and bring the company closer to its three-year targets of $2 billion in annual revenue and more than $4 in non-GAAP EPS.

Senior Vice President of Worldwide Sales and Marketing Emily Yang said Diodes expects growth in nearly all end markets during the third quarter. She identified AI-related applications, particularly server motherboards, automotive market-share gains, industrial recovery, seasonal consumer demand and networking demand as expected contributors.

Automotive and Computing Led End-Market Growth Automotive revenue increased 15% sequentially and more than 37% year over year, Yang said. The company cited demand for voltage-translation ICs, power-management products, networking devices, power protection, motor control, automotive lighting and electrification-related components.

Industrial revenue grew 5% sequentially and more than 24% from a year earlier. Yang said demand was supported by AI infrastructure, automation, robotics, energy management, healthcare and smart-infrastructure applications. The company also pointed to the shift toward 400-volt and 800-volt power architectures in AI-related applications as a potential driver for its power-management and discrete-product portfolios.

Computing revenue rose 18% sequentially and 33% year over year, making it the company’s strongest growth driver, according to Yang. She said Diodes secured multiple server-platform design wins for clock generators and timing solutions as customers transition to newer PCI Express architectures. New timing products are ramping into AI-server platforms, she added.

Consumer revenue increased almost 10% sequentially and 17% year over year, though Yang said the overall market remained affected by memory shortages and slower demand. Communication revenue declined 7% sequentially and about 3% year over year, reflecting softer Chinese smartphone demand. Networking demand remained strong, Yang said, aided by investment in AI infrastructure and enterprise networking.

Elevate Deal and Capacity Plans Yu also discussed Diodes’ proposed acquisition of Elevate Semiconductor, a fabless semiconductor company focused on integrated circuits for automated test equipment. He said the acquisition would add a higher-margin product line centered on low-power, high-density signal-chain amplifiers and data converters, complementing Diodes’ analog and mixed-signal portfolio.

The company expects the transaction to be immediately accretive and to add roughly $15 million of revenue in the first 12 months after closing. Yu said Elevate’s revenue is expected to grow at a compound annual rate above 20% over the following four years, with gross margin “significantly higher” than Diodes’ corporate average.

On manufacturing, Yu said Diodes is increasing utilization at its wafer fabs, migrating some production from six-inch to eight-inch wafers and using external partners in Korea and Taiwan to add capacity. He said the company performs about 75% of assembly and testing internally and is selectively expanding capacity for packages including DFN and CSP. Diodes currently produces about half of its wafers internally and sources the other half externally, he said.

Yang said channel inventory declined both in dollars and weeks during the quarter and remained below the company’s normal range of 11 to 14 weeks. In response to a question about potential double ordering, she said the company did not see evidence of double booking or shipments building channel inventory.

About Diodes (NASDAQ:DIOD)Diodes Incorporated NASDAQ: DIOD is a global manufacturer and supplier of high‐performance discrete, logic, analog and mixed‐signal semiconductor products. Headquartered in Plano, Texas, the company designs and develops a broad range of discrete components, standard logic functions, power management circuits, interface products and array products. Its portfolio includes rectifiers, MOSFETs, general‐purpose diodes, voltage regulators, comparators, buffers and other building blocks for electronic systems.

Diodes Incorporated serves a variety of end markets such as automotive, computing, communications, consumer electronics, industrial and lighting.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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MKS (MKSI - Free Report) came out with quarterly earnings of $3.3 per share, beating the Zacks Consensus Estimate of $2.94 per share. This compares to earnings of $1.77 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +12.25%. A quarter ago, it was expected that this maker of analysis and processing equipment for semiconductor companies would post earnings of $2 per share when it actually produced earnings of $2.3, delivering a surprise of +15%.

Over the last four quarters, the company has surpassed consensus EPS estimates three times.

MKS, which belongs to the Zacks Electronics - Miscellaneous Products industry, posted revenues of $1.25 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 3.06%. This compares to year-ago revenues of $973 million. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

MKS shares have added about 100.7% since the beginning of the year versus the S&P 500's gain of 13%.

What's Next for MKS?While MKS has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for MKS was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $3.30 on $1.26 billion in revenues for the coming quarter and $11.81 on $4.87 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Electronics - Miscellaneous Products is currently in the top 20% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Plug Power (PLUG - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 10.

This alternative energy company is expected to post quarterly loss of $0.08 per share in its upcoming report, which represents a year-over-year change of +50%. The consensus EPS estimate for the quarter has been revised 4.4% higher over the last 30 days to the current level.

Plug Power's revenues are expected to be $167.74 million, down 3.6% from the year-ago quarter.

Warrior Met Coal (HCC - Free Report) came out with quarterly earnings of $1.65 per share, beating the Zacks Consensus Estimate of $1.54 per share. This compares to earnings of $0.11 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +7.14%. A quarter ago, it was expected that this company would post earnings of $1.21 per share when it actually produced earnings of $1.37, delivering a surprise of +13.22%.

Over the last four quarters, the company has surpassed consensus EPS estimates three times.

Warrior Met Coal, which belongs to the Zacks Coal industry, posted revenues of $509.69 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 6.68%. This compares to year-ago revenues of $297.52 million. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Warrior Met Coal shares have lost about 7.6% since the beginning of the year versus the S&P 500's gain of 13%.

What's Next for Warrior Met Coal?While Warrior Met Coal has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Warrior Met Coal was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #1 (Strong Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.54 on $522.41 million in revenues for the coming quarter and $5.83 on $2 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Coal is currently in the top 14% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Another stock from the same industry, Core Natural Resources (CNR - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 6.

This coal company is expected to post quarterly earnings of $0.37 per share in its upcoming report, which represents a year-over-year change of +152.9%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Core Natural Resources' revenues are expected to be $1.09 billion, down 1.2% from the year-ago quarter.

Allient (ALNT - Free Report) came out with quarterly earnings of $0.8 per share, beating the Zacks Consensus Estimate of $0.62 per share. This compares to earnings of $0.57 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +29.03%. A quarter ago, it was expected that this motion control product maker would post earnings of $0.55 per share when it actually produced earnings of $0.5, delivering a surprise of -9.09%.

Over the last four quarters, the company has surpassed consensus EPS estimates three times.

Allient, which belongs to the Zacks Electronics - Miscellaneous Components industry, posted revenues of $153.77 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 5.12%. This compares to year-ago revenues of $139.58 million. The company has topped consensus revenue estimates three times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Allient shares have added about 75.9% since the beginning of the year versus the S&P 500's gain of 13%.

What's Next for Allient?While Allient has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Allient was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.69 on $147.95 million in revenues for the coming quarter and $2.47 on $582.65 million in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Electronics - Miscellaneous Components is currently in the top 22% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Ouster, Inc. (OUST - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 6.

This company is expected to post quarterly loss of $0.31 per share in its upcoming report, which represents a year-over-year change of +18.4%. The consensus EPS estimate for the quarter has been revised 3.8% higher over the last 30 days to the current level.

Ouster, Inc.'s revenues are expected to be $50.77 million, up 44.8% from the year-ago quarter.

Pools opened four and a half hours behind its own countdown. Uniswap Labs claims the product and disclaims every token on it, including FRONG, the frog memecoin named after its teaser video that leads the platform at a $12.1 million valuation.

Uniswap opened pools.trade, a memecoin launchpad on Robinhood Chain, shortly after 5 p.m. ET on Aug. 5, four and a half hours after the public countdown it had set expired. The highest-valued token on it is FRONG, minted six days earlier by the same contracts, carrying the name of the video Uniswap used to tease the launch.

FRONG traded at $0.0121 as of 6:56 p.m. ET, up 31.9% on the day, with a fully diluted valuation of $12.1 million and $1.1 million in liquidity, according to Uniswap’s index on pools.trade. The site put 24-hour volume at $20.6 million and cumulative volume since launch at $60.96 million, across 172,694 buys from 12,206 wallets and 152,183 sells from 10,942 wallets. It counted 12,141 holders.

“Pools is built by Uniswap Labs,” Uniswap’s announcement of the product says. It also says the firm “has not independently reviewed or verified any token or project displayed” and that “the appearance of a token does not constitute a recommendation, endorsement, or solicitation.”

On X, Uniswap said Pools is “intended for memecoins: speculative, highly volatile assets that can go to zero.”

Countdown Starts NowUniswap’s account posted “Countdown starts now” with a link to pools.trade at 12:31 p.m. ET on Aug. 4. The post carried a night-vision clip of a frog sitting at the edge of a pond, overlaid with a timer counting down from 24 hours. It drew 1.1 million views. Hayden Adams, founder and CEO of Uniswap Labs, replied to it 91 minutes later with “wait whats this about?”

Until the launchpad opened, the pools.trade holding page carried the same clip, served from a file named frong.mp4, under page metadata reading “Coming soon from Uniswap.” FRONG was minted on July 30, five days before Uniswap posted the video publicly. How long the file had been reachable on the domain before then is unclear.

Two minutes before the 24-hour countdown ran out the following day, with the site still reading “DEPLOYING…”, Adams posted: “gonna be another ~hour / appreciate the patience and stay tuned.” That post has drawn more than 135,000 views. At 4:29 p.m. ET, still with nothing shipped, he posted a screenshot of an old DJ Khaled message about servers going down under demand.

The site was live by 5:10 p.m. ET, four hours and 39 minutes after the countdown expired, labeled “Beta” and returning empty loading states on some pages. The launch thread followed at 6:49 p.m. ET.

Minted Before The ProductFRONG’s contract is 0x6245…0c47, a verified ERC-20 with a fixed 1 billion supply, according to Robinhood Chain’s Blockscout explorer. It was created at 20:16:59 UTC on July 30 in block 23,595,790, and its Uniswap v4 pool was created in the same block.

The creating transaction is a multicall sent by an unidentified wallet, 0xE195…cE58, to a verified contract named LiquidityLauncher at 0x00004c4c…D4e9. The token itself was minted by a second verified contract, UERC20Factory, at 0x000000e2…d49b. Neither carried a public label tying it to Uniswap Labs before Wednesday’s announcement. Both were deployed by the same wallet, 0x32f4…07aD, through the public CREATE2 deployer used across EVM chains, LiquidityLauncher on July 6 and UERC20Factory on July 8, three weeks before FRONG appeared and four weeks before Uniswap posted its countdown.

Buying in the creation block is by design. Uniswap describes it as sniping mitigation: “Creators buy in the same block the token is launched, preventing snipers from being the first to buy a new token.”

No wallet holds a large share of the supply. The largest holder is Uniswap’s v4 PoolManager, with about 34.3 million FRONG, or 3.4%, which is the liquidity pool itself. The largest address outside it holds 16.2 million tokens, 1.6% of supply, and no other address in the top five holds more than 1.15%. Blockscout has recorded more than 600,000 transfers.

Zero Launchpad FeesPools charges no launchpad fee. Each token opens a standard Uniswap v4 pool with a 0.25% LP fee that autocompounds back into a protocol-held position the creator cannot withdraw. Creators can switch on an optional fee at launch and take 0.05% of that 25 basis points. Uniswap puts the industry comparison at “a fraction of the standard ~1% on other launchpads.”

Both launch formats mint a fixed 1 billion supply and end in a v4 pool. Instant Launch, which FRONG used, goes live immediately on a bonding curve with no graduation requirement. Crowd Launch runs a four-hour window in which bids fill gradually and price moves with demand, using TWAP bids to blunt bundling; it graduates at a $10,000 launch FDV or refunds every order.

Tokens launched on Pools surface in the Uniswap web app and wallet, in the Launch Aggregator tab Uniswap shipped on July 30, and through the Uniswap API that routes for MetaMask, Ledger and third-party aggregators.

Frogs All The Way DownFRONG topped a trending list that also carried pools.trade, a token named after the launchpad, at a $2.3 million valuation and up 2,468.3%; ChowdLaunch at $991,900; Unicorn Pegasus at $602,800, up 3,781.5%; ABE at $494,200; and Unifrog at $428,300, all per pools.trade’s own index. The platform dated FRONG, pools.trade, Unifrog and ABE to six days before it opened. Its “New” tab filled with tokens stamped “just now” within two hours of the announcement.

At least one copycat is circulating. A separate FRONG contract paired on Uniswap v2 at 0x99C9…01d0 holds $0.37 in liquidity and has recorded no trades in 24 hours, according to GeckoTerminal. Its contract is unverified, and Blockscout counts 796 holders.

Second Home On RobinhoodRobinhood Chain holds $426.9 million in total value locked and processed $322.8 million in DEX volume on Aug. 4, the last complete day, according to DefiLlama. Weekly volume is down 33% against the prior week. Uniswap’s v3 and v4 deployments are the chain’s two largest venues by volume, and Uniswap took $1.67 million in fees on the chain over 24 hours.

The chain has run on memecoins since it opened. The Defiant reported that Robinhood Chain metrics surged as the network leaned into memecoins in its first week, and that it overtook Base on daily active users three weeks after launch, with memecoin trading rather than the tokenized stock trading the chain was built for driving activity. Uniswap switched on protocol fees for v4 pools on July 27, nearly tripling protocol revenue.

UNI traded at $4.03, up 3.8% over 24 hours in a $3.83 to $4.19 range, with a market capitalization of $2.52 billion and $249 million in 24-hour volume, according to CoinGecko.

Solana’s tokenized gold market cap has exploded by 689% since August 2025, making it the fastest-growing blockchain for on-chain precious metals by a comfortable margin. Physical gold prices breached $5,000 per ounce in early 2026, and tokenized gold offers exposure with the added bonus of yield opportunities that a bar sitting in a vault simply can’t provide.

What’s driving the growth Three protocols are doing most of the heavy lifting in Solana’s tokenized gold ecosystem: Oro Finance, Matrixdock, and Streamex.

Oro Finance launched its $GOLD token in September 2025, offering holders an APY of 3-4% through institutional leasing arrangements. The project raised $1.5 million in pre-seed funding in March 2025.

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Matrixdock entered the Solana scene in February 2026 with XAUm, a token backed by LBMA-certified gold.

Streamex rounds out the trio with similar yield-bearing features, though the protocol hasn’t disclosed specific APY figures.

The bigger picture for tokenized gold The entire tokenized gold market has been on a tear, with total market capitalization approaching $4.8 billion to $6 billion across gold and silver assets. Sector-wide trading volume hit $90.7 billion in Q1 2026 alone.

Within that broader boom, Solana recorded an average quarterly growth rate of 213.2% through the first half of 2026, vastly outpacing the average across all chains during the same period.

Solana’s tokenized gold products aren’t designed to sit passively in a wallet. They’re built to plug into DeFi protocols as collateral, liquidity pool assets, and yield-generating instruments.

What this means for investors The risk side of the equation deserves attention. A 3-4% APY on gold sounds attractive until you consider the counterparty risk embedded in institutional leasing arrangements. If the institutions borrowing that gold run into trouble, token holders could face losses that a simple spot gold position would avoid.

There’s also concentration risk within Solana’s tokenized gold ecosystem. Three primary protocols serving an entire chain’s gold market means that any smart contract vulnerability or custody failure at one project could shake confidence across the entire sector.

Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.

Walt Disney (DIS +3.65%) delivered the goods on Wednesday morning. The king of the entertainment industry broadcast its fiscal third-quarter results, and investors clearly found much to like about the company’s recent performance and its future potential.

Two items that were particularly appealing were management’s stated goal of —again — increasing its share repurchase target, and its adherence to the existing double-digit growth guidance. Let’s tune in to the quarter.

Image source: Walt Disney.

The happiest investors on Earth?Disney grew its revenue by 7% year over year during the period to $25.2 billion. The company’s net income not under generally accepted accounting principles (non-GAAP, or adjusted) increased by 23% to over $3.8 billion, or $2.06 per share. 

The company missed the consensus analyst revenue estimate slightly but beat on adjusted net income. Professional Disney-watchers were anticipating $25.4 billion on the top line, and only $1.86 for adjusted earnings per share (EPS).

Of its three reporting units, experiences posted the highest revenue growth rate. This came in at 10%, to a total of just under $10 billion. The company’s first-in-class theme parks benefited from the annual admission price raises that are becoming routine, and other factors such as a sustained boom in travel and tourism. The overall take for theme park admissions rose 9% to nearly $3.3 billion, while the popularity of travel helped the company’s resorts and vacations segment post a robust 17% improvement to almost $2.8 billion.

The company’s core entertainment operations did well too, with overall revenue rising 6% to $11.3 billion. The growth spot within the category was subscription and affiliate fees; these advanced by 12% to over $7.5 billion. Disney’s sports division (dominated by ESPN) placed last, with revenue growth of 4% to $4.5 billion. Finally, inter-segment eliminations shaved $565 million off the company’s total top-line figure.

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Unified strategyWhile this didn’t qualify as a blowout quarter, the across-the-board revenue growth rates demonstrate the effectiveness of the One Disney strategy, which more tightly integrates the sprawling company’s many entertainment operations. New film releases are accompanied by pushes in related merchandise and, at times, new theme park attractions. Disney is a master at this: a customer paying for a movie ticket becomes a buyer of a doll depicting the lead character, and later a Disneyland attendee eager to go on the ride linked to the film.

While investors surely would have loved a guidance raise, management’s reaffirmation of its existing forecasts presages continued growth. Its full-year 2026 earnings projections were maintained: adjusted EPS growth of either 12% or 16% over the previous year, depending on whether you count the year’s extra reporting week. The company also maintained its forecast of a double-digit percentage improvement in profitability for 2027, although it has yet to put a specific number to it.

That steady-and-she-goes stance put a spotlight on the raised goal for share repurchases. The company said it is now targeting total spend of a whopping $9 billion this fiscal year on buybacks, up from the “merely” $8 billion goal stated in the previous quarter, and the $7 billion of the quarter prior to that (also, far above the $3.5 billion spent in fiscal 2025). That huge and steadily rising figure is more than an investor-morale-boosting effort at this point; it clearly shows that management thinks the stock is undervalued.

I would agree with that take. Disney remains miles ahead of any other entertainment company, in both scale and the many sources of revenue growth at its disposal. That, bolstered by the One Disney strategy that maximizes revenue amplification, presages a bright future for the company. I continue to believe that investors seeking the single best entertainment stock for their portfolios will make the right choice with this one.

By PYMNTS  |  August 5, 2026

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Block drew plenty of attention earlier this year when CEO Jack Dorsey announced plans to cut roughly 40% of the company’s workforce and put artificial intelligence at the center of its operations. The move made Block one of the most closely watched tests of a question confronting corporate America: Can AI allow a large company to operate with far fewer people without sacrificing growth?

Nearly six months into the reorganization, Dorsey says the answer is beginning to emerge.

“The biggest proof point is our shipping velocity,” Dorsey told analysts during Block’s second-quarter earnings call. He pointed to Buzz, the company’s new platform where AI agents and employees can collaborate on software development and other work. “We have a very small team on a product like Buzz,” he said, adding that Block uses it internally to develop products and coordinate projects.

The company says the changes are allowing smaller teams to move faster. AI is now involved in nearly every change to Block’s production code, while the number of code changes per engineer has risen 150% since the beginning of the year. Square shipped 130 features during the first half, more than three times as many as it shipped during the same period last year.

Block also says the overhaul is lowering personnel costs. Product development expenses declined 17% year over year on a GAAP basis during the quarter, reflecting reduced employee-related costs following the February reorganization. The company has continued spending in areas where it sees growth opportunities, however, including sales, Cash App and AI infrastructure.

The next step is taking those internal AI capabilities to customers. Block launched Buzz publicly in July and plans to offer hosted versions for companies that don’t want to manage their own infrastructure. Dorsey said Block intends to make money from Buzz but hasn’t settled on a single pricing model.

Other AI agents are already moving into Block’s consumer and merchant products. Moneybot, Cash App’s financial assistant, has more than 1 million weekly engaged accounts. Managerbot is automating marketing, profit-margin analysis and operational fixes for Square sellers. Dorsey also identified agents that can make transactions as a “natural place” for Block to explore.

That AI push arrived alongside accelerating growth in the company’s main businesses:

Cash App: Gross profit increased 31% year over year to $1.97 billion. Commerce volume rose 17% to $56.5 billion, while consumer lending originations jumped 59% to $18.9 billion. Cash App had 59 million monthly transacting accounts in June, up 3%, while primary banking accounts increased 17% to 9.4 million. Square: Gross profit rose 13% to $1.16 billion and payment volume increased 13% to $72.8 billion. U.S. payment volume grew 10%, its strongest pace since the second quarter of 2023. International payment volume climbed 28%, or 25% after accounting for currency movements. Financial services: Gross profit from Block’s financial solutions business surged 43%, led by Cash App’s consumer lending products. Square’s credit card reached more than $1 billion in annualized spending. Square Financial Services also began offering eligible sellers a 3.5% annual percentage yield on savings and processed its first Square acquiring transaction in June. Block expects deposits eventually to provide a lower-cost source of funding for loans. Across the company, second-quarter revenue increased 9% to $6.62 billion. Gross profit rose 25% to $3.17 billion. Block reported operating income of $447 million and net income attributable to common shareholders of $89 million, or 15 cents per diluted share. Adjusted operating income reached a record $864 million and adjusted earnings rose 65% to $1.02 per diluted share.

Block raised its full-year outlook following the quarter. It now expects gross profit of $12.51 billion, up 21%, and adjusted operating income of $3.47 billion. Adjusted earnings are projected to rise 70% to $4.02 per share. Those figures don’t settle the broader debate over AI and jobs, but they give Block something concrete to show for an overhaul that was impossible to ignore.

Realty Income Corporation (O) Q2 2026 Earnings Call August 5, 2026 5:00 PM EDT

Company Participants

Alexander Waters - Vice President of Investor Relations
Sumit Roy - President, CEO & Director
Jonathan Pong - Executive VP, CFO & Treasurer
Neil Abraham - President of Realty Income International, Executive VP & Chief Strategy Officer
Mark Hagan - Executive VP & Chief Investment Officer

Conference Call Participants

Michael Goldsmith - UBS Investment Bank, Research Division
Brad Heffern - RBC Capital Markets, Research Division
Rob Stevenson
Bennett Rose - Citigroup Inc., Research Division
Haendel St. Juste - Mizuho Securities USA LLC, Research Division
Omotayo Okusanya - Deutsche Bank AG, Research Division
Alec Feygin - Robert W. Baird & Co. Incorporated, Research Division
Ronald Kamdem - Morgan Stanley, Research Division
James Kammert - Evercore ISI Institutional Equities, Research Division
Jason Wayne - Barclays Bank PLC, Research Division
Jana Galan - BofA Securities, Research Division
Anthony Paolone - JPMorgan Chase & Co, Research Division
Greg McGinniss - Scotiabank Global Banking and Markets, Research Division
Eric Borden - BMO Capital Markets Equity Research
Upal Rana - KeyBanc Capital Markets Inc., Research Division
Jay Kornreich - Cantor Fitzgerald & Co., Research Division
Spenser Allaway - Green Street Advisors, LLC, Research Division

Presentation

Operator

Good day, and welcome to the Realty Income Second Quarter 2026 Earnings Conference Call. [Operator Instructions] Please note, today's event is being recorded.

I would now like to turn the conference over to Alex Waters, Vice President, Investor Relations. Please go ahead.

Alexander Waters
Vice President of Investor Relations

Thank you for joining Realty Income's second quarter 2026 results conference call. Joining us on the conference call today are Sumit Roy, President and Chief Executive Officer; Jonathan Pong, Chief Financial Officer and Treasurer; Neil Abraham, Chief Strategy Officer and President, Realty Income International; and Mark Hagan, Chief Investment Officer.

During this conference call, we will make certain statements that may be considered forward-looking

Etsy (ETSY - Free Report) reported $668.31 million in revenue for the quarter ended June 2026, representing a year-over-year decline of 0.7%. EPS of $1.34 for the same period compares to $0.25 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $649.7 million, representing a surprise of +2.87%. The company delivered an EPS surprise of +14.53%, with the consensus EPS estimate being $1.17.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Etsy performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Total GMS: $2.58 million versus $2.51 million estimated by eight analysts on average.Active buyers: 86,969 versus 87,258 estimated by six analysts on average.Revenue- Services: $212.24 million compared to the $205.71 million average estimate based on seven analysts. The reported number represents a change of +3.8% year over year.Revenue- Marketplace: $456.07 million compared to the $441.18 million average estimate based on seven analysts. The reported number represents a change of -2.6% year over year.View all Key Company Metrics for Etsy here>>>

Shares of Etsy have returned +11.4% over the past month versus the Zacks S&P 500 composite's +3.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

Bumble's Valuation Hits an All-Time Low, Can Its Fortunes Change?Bumble NASDAQ: BMBL reported second-quarter results that were in line with its expectations, with revenue landing in the upper half of its guidance range and adjusted EBITDA exceeding the high end, as the dating-app company continued a technology and product transformation.

Founder and CEO Whitney Wolfe Herd said Bumble has made progress in improving the quality of its member base and is now focused on product innovation and renewed brand investment to return to growth. The company is nearing completion of a technology overhaul, though a complex data migration has delayed some planned product launches by a couple of months.

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Second-Quarter Financial Results Bumble Stumbles Back Below $20...Should Investors Make a Move?Total revenue for the second quarter was $211 million, down from $248 million a year earlier. Foreign exchange provided an approximately $3 million tailwind during the quarter, according to CFO Kevin Cook.

Bumble App revenue was $172 million, compared with $201 million a year earlier. Badoo App and other revenue was $39 million, down from $47 million. Adjusted EBITDA totaled $73 million, compared with $95 million a year ago. Adjusted EBITDA margin was 35%, compared with 38% in the prior-year period. Cook said Bumble’s gross margin expanded by roughly 380 basis points year over year, with cost of revenue falling to 26% of revenue from 29%. The improvement was driven by continued adoption of alternative billing methods and lower aggregator fees.

3 Stocks That Went Public In 2021 May Be In Buy Range SoonOn a GAAP basis, Bumble recorded a net loss of $128 million, including a $169 million non-cash impairment charge. Cook said the charge did not affect operations, cash flow or liquidity, and that the company would have generated positive net income excluding the charge.

The company generated $54 million in operating cash flow and $51 million in free cash flow during the quarter. It ended the period with $154 million in cash and cash equivalents.

Technology Migration Delays Product Roadmap Wolfe Herd said Bumble is transferring core functions to a new technology platform and moving critical data from its own data centers to cloud infrastructure. The volume and complexity of the data have made the migration more time-consuming than expected, delaying the company’s new interaction model and portions of its product roadmap.

“We would rather get this perfectly right than beat some deadline,” Wolfe Herd said during the question-and-answer session.

The company now expects to begin rolling out elements of its reimagined interaction model in early 2027, rather than in 2026. Wolfe Herd said the approach will move away from optimizing for “swipe speed and velocity” toward “fewer, better, more considered signals.” She did not disclose what would replace swiping, citing competitive considerations.

Once the migration is complete, Bumble expects to move faster in launching member-facing features and enhancing its recommendation engine. Wolfe Herd said the new system should allow the company to make algorithmic adjustments more quickly to surface more relevant matches.

Chat, Matching and Group Initiatives While the platform migration continues, Bumble has been testing changes intended to address member pain points. In 12 markets, the company has changed chat initiation so that either person can send one opening message, but a conversation will not progress until the recipient responds. Bumble is also extending its 24-hour match response window.

Wolfe Herd said initial tests showed significant increases in chat initiation and mutual chat rates. Bumble plans to roll out both updates globally by the end of the month.

The company is also testing algorithmic changes to how recommendations are sorted and surfaced. According to Wolfe Herd, the tests have produced gains in members getting matches and initiating chats, contributing to higher average mutual chats.

Bumble is placing greater emphasis on real-life and group-based ways to meet. The company said its BFF group initiative has seen strong growth in active groups and in the average number of active members per group. Wolfe Herd said the offering has resonated particularly well with Gen Z women.

In addition, Bumble is testing Plans, a standalone app for curated in-person social events that allows attendees to match after an event. Wolfe Herd described early results from summer tests marketed to younger prospective members as promising.

Free Experience and Marketing Investment Bumble is testing a more expansive free experience, including limited free access to the Liked You feature, which has generally been restricted to paying members. The company said early testing has shown increased yes votes, matches and mutual chats.

Wolfe Herd said the company plans to simplify subscription tiers, provide a clearer path from free to paid offerings and explore a higher-priced tier centered on mutual serious intent. “Monetize value and outcomes, not friction,” she said.

After reducing marketing spending during its product transformation, Bumble plans to increase brand marketing in the second half of 2026. The company intends to focus on community, creators and hyperlocal initiatives aimed at younger consumers, with a larger brand push expected in 2027.

Cook said selling and marketing expense was $28 million, or 14% of revenue, compared with $30 million, or 12% of revenue, in the prior-year quarter. Product development expense increased to $31 million from $24 million as Bumble invested in platform modernization.

Wolfe Herd said most of the anticipated decline in margins will be directed toward strategic marketing investments rather than broad spending. She said Bumble will seek to maintain disciplined margins while investing to grow.

Third-Quarter Outlook For the third quarter, Bumble forecast total revenue of $205 million to $213 million, including Bumble App revenue of $167 million to $173 million. The company expects adjusted EBITDA of $56 million to $60 million, representing an approximately 28% margin at the midpoint.

Cook said adjusted EBITDA margins are expected to normalize through the remainder of 2026 as Bumble increases investment in technology, talent, product innovation and marketing. The company expects the benefits of those investments to take time to appear in financial results but believes they will support durable engagement and monetization.

About Bumble (NASDAQ:BMBL)Bumble Inc operates a technology platform designed to facilitate social and professional connections through its suite of apps, most notably the flagship Bumble dating app. The company's core premise is to empower users—particularly women—to make the first move, helping to reshape traditional dating dynamics. In addition to its dating function, Bumble offers mode-switching features that allow users to find friends through “Bumble BFF” or pursue professional networking opportunities via “Bumble Bizz.”

Beyond the Bumble app, the company also owns and operates Badoo, a social discovery platform with a substantial global footprint, particularly in Europe and Latin America.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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Key facts

FIS has launched Digital One™ Commercial in APAC, a core-agnostic, composable commercial banking platform enabling banks to serve all business segments on a single system without replacing existing core systems. Digital One Commercial supports real-time, multi-rail payments with native multi-language, multi-currency, and cloud-ready capabilities for the region's diverse regulatory environments. The platform’s API-first architecture integrates with accounting systems and ERP platforms, giving APAC banks the flexibility to expand commercial banking services without a full technology overhaul. JACKSONVILLE, Fla.--(BUSINESS WIRE)--FIS® (NYSE: FIS), a global leader in financial technology, today launched Digital One™ Commercial in APAC, completing the platform's global rollout and making it available to financial institutions across the US, EMEA, and APAC. Digital One Commercial gives financial institutions the digital infrastructure to serve all their business customers, from small businesses to big enterprises, across multiple markets from a single, core-agnostic deployment.

The launch comes at a pivotal moment for commercial banking across APAC. According to Celent, corporate banking IT spending in APAC grew by 5.5% in 2025 and accelerated by 6.2% in 2026, as banks prioritize investment in client lifecycle management and corporate digital platforms. Yet many institutions still manage SMB and corporate clients on separate, country-specific systems while navigating market-specific compliance requirements1, data sovereignty mandates requiring flexible cloud deployment, and rising expectations from business customers who demand the real-time, connected digital services now standard in retail banking.

Digital One Commercial is purpose-built to serve business customers across the money lifecycle — from everyday cash management and payments through to trade finance, foreign exchange, and corporate treasury — addressing the commercial banking gaps that most constrain APAC financial institutions today:

Core-agnostic and API-first: Digital One Commercial connects to any existing core banking system and supports real-time, multi-rail payments across leading APAC schemes including PayNow, GIRO, FAST, and SWIFT/ISO, alongside trade finance and multi-entity liquidity management. Single platform for every business segment: A composable architecture enables banks to serve small businesses, mid-corporates, and large enterprise clients on a single system, replacing separate platforms segmented by customer tier or geography, with capabilities adopted incrementally and without a full technology overhaul. Built for APAC’s scale and diversity: Native support for English, Simplified Chinese, Traditional Chinese, Bahasa Indonesia, and Vietnamese, alongside multi-currency and multi-time zone capabilities, allows banks to scale across markets from a single platform instance. ERP connectivity: Direct integration with ERP and accounting platforms embeds banking services into business workflows in real time, removing the need for treasury teams to switch between banking portals and internal systems. A leading APAC bank already runs Digital One Commercial across 15 countries on a single instance, serving approximately 350,000 business customers and over one million end-users, accelerating time-to-market for new products and growing commercial banking revenue without the complexity of managing separate country systems.

“APAC's commercial banking landscape is among the most complex in the world, and too many banks are navigating it with separate systems built for individual markets rather than the region. The opportunity is not incremental improvement — it is helping banks unite their commercial banking operations, serve every business segment from a single platform, and unlock growth across the region,” said Peter Boyer, Co-President, Banking Solutions, FIS.

“In APAC, the shift toward platform-based commercial banking is accelerating, driven by the need to unify client experiences and support cross-border services,” said Colin Kerr, Head of Banking and Payments, Celent. “Banks are increasingly prioritizing flexible, integration-led architectures that can sit alongside existing cores - making solutions such as Digital One Commercial highly relevant to current transformation agendas.”

Digital One Commercial is available globally, designed to serve regional banks scaling into new markets and global institutions looking to modernize their commercial banking infrastructure. For more information, visit https://www.fisglobal.com/products/digital-one-commercial.

About FIS

FIS is a financial technology company providing solutions to financial institutions and businesses. We unlock financial technology to the world across the money lifecycle underpinning the world’s financial system. Our people are dedicated to advancing the way the world pays, banks and invests, by helping our clients to confidently run, grow, and protect their businesses. Our expertise comes from decades of experience helping financial institutions and businesses of all sizes adapt to meet the needs of their customers by harnessing where reliability meets innovation in financial technology. Headquartered in Jacksonville, Florida, FIS is a member of the Fortune 500® and the Standard & Poor’s 500® Index. To learn more, visit FISglobal.com. Follow FIS on LinkedIn, Facebook and X.

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MarketBeat Week in Review – 03/03 - 03/07Clover Health Investments NASDAQ: CLOV reported second-quarter results that showed continued Medicare Advantage membership growth alongside profitability, while raising its full-year 2026 outlook across its key financial measures.

Chief Executive Officer Andrew Toy said the company views its Clover Assistant technology as the foundation of its clinical and financial strategy. The platform is designed to help physicians make care decisions using a more complete view of each patient, which Clover said can support earlier disease identification and more consistent management of chronic conditions.

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Missed the Hims & Hers Rally? Clover Health Could Be NextFor the first half of 2026, Clover said Medicare Advantage membership grew 48% year over year, total revenue rose by more than $550 million to $1.5 billion, and GAAP net income increased by $67 million from the prior-year period. Consolidated gross profit increased by $104 million, while operating leverage improved by more than 200 basis points, according to Toy.

Second-Quarter Financial Performance Interim Chief Financial Officer Clay Thornton said average Medicare Advantage membership reached 157,000 in the second quarter, up 48% from a year earlier. Revenue increased 56% year over year to $743 million.

Consolidated gross profit totaled $153 million, representing 54% growth from the same quarter last year. Adjusted selling, general and administrative expenses were $112 million, or 15% of revenue, an improvement of about 220 basis points from the second quarter of 2025.

The company generated adjusted EBITDA of $41 million and GAAP net income of $28 million during the quarter. Through the first six months of 2026, Clover generated $81 million in adjusted EBITDA and $55 million in GAAP net income.

Clover ended the quarter with $443 million in cash and investments and no debt outstanding. Cash flow from operations totaled $133 million through the first half, which Thornton said supports the company’s ability to self-fund future growth.

Higher 2026 Outlook Following its first-half performance, Clover raised its full-year 2026 guidance. The updated outlook calls for:

Average Medicare Advantage membership of 156,000 to 158,000; Total revenue of $2.92 billion to $3 billion; Consolidated gross profit of $525 million to $555 million; Adjusted EBITDA of $70 million to $85 million; and GAAP net income of $20 million to $35 million. Thornton said the outlook reflects confidence in the underlying business after six months of execution, though management is maintaining discipline because a large share of membership remains early in its care cycle and additional claims experience is still expected to emerge during the year.

The company expects gross profit to be stronger in the third quarter than in the fourth quarter because of typical Medicare Advantage seasonality. It also expects fourth-quarter investments to rise, including activities related to the annual enrollment period. Clover expects adjusted EBITDA to remain positive in the third quarter before returning to a seasonally typical loss in the fourth quarter.

Cohort Maturation and Medical-Cost Trends Management emphasized that it expects member cohorts to become more profitable as they spend more time under the company’s care model. Toy said Clover has historically seen cohorts improve by approximately $70 per member per month in gross profit as they move from their first year to their second year.

The company said its 2025 members, which represented about 21% of current membership, are now in their second year and showing stronger economics than in their first year. Members who joined in 2026 represented about 28% of membership and are following the expected early-stage pattern, Thornton said.

Clover said its 2025 cohort is expected to enter its third year in 2027, while the 2026 cohort will enter year two. Thornton said this progression is central to management’s confidence in 2027, although the company did not issue formal guidance for that year.

Medical-cost trends have also performed better than expected, according to Thornton. Inpatient utilization remained favorable, including among first-year members, while outpatient trends peaked in March and moderated during the second quarter. Outpatient utilization remained elevated relative to prior years but was within the company’s expectations.

Management also cited improved dental-cost performance following changes to out-of-network dental claims management, as well as better-than-expected Part D performance during the first half.

Four-and-a-Half-Star Rating and 2027 Plans Toy said that following a court order and a subsequent recalculation by the Centers for Medicare & Medicaid Services, all of Clover’s Medicare Advantage members are enrolled in plans rated 4.5 stars for payment year 2027. CMS has filed notice that it intends to appeal the District Court decision.

Toy said the higher rating provides added flexibility to reinvest in members, maintain a competitive product, support growth and expand profitability. However, he said the rating does not create the company’s underlying economics, which management attributes to Clover Assistant-driven cohort maturation.

The company said it bid for 2027 based on the 4.5-star payment year and expects to be paid at that rating next year. Thornton said Clover’s approach to 2027 bidding remained consistent with the prior two years: offering a product it believes can grow profitably. Management also said it assumed continued competitive disruption in its core New Jersey and Georgia markets.

Looking further ahead, Toy said Clover is expanding its use of artificial intelligence beyond clinical decision support into insurance operations. He said the company believes AI can improve claims-processing speed and accuracy, support members and lower administrative overhead over time.

About Clover Health Investments (NASDAQ:CLOV)Clover Health Investments is a technology-driven healthcare company specializing in Medicare Advantage plans for senior populations. The company combines insurance coverage with a proprietary software platform to improve care coordination, outcomes tracking and cost management. By leveraging data analytics, Clover Health aims to deliver personalized care pathways and preventive interventions for its members.

At the core of Clover's offering is its Clover Assistant platform, which aggregates clinical and claims data from multiple sources to create real-time insights for physicians and care teams.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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Should You Invest $1,000 in Clover Health Investments Right Now?Before you consider Clover Health Investments, you'll want to hear this.

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