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MACOM Technology Solutions Holdings, Inc. MTSI framed its third-quarter fiscal 2026 call around accelerating Data Center demand, a record order pace and expanding manufacturing leverage. President

Amprius Technologies, Inc. AMPX raised full-year expectations again as stronger drone demand, European sales and improving manufacturing economics increased management's visibility.

The call also

Cheniere Energy, Inc. LNG used its second-quarter 2026 earnings call to emphasize higher production, stronger marketing margins and operational execution, supporting a second consecutive increase to

Sezzle Inc. SEZL used its second-quarter 2026 earnings call to emphasize a broader platform strategy built around subscriber growth, new financial products, and expanding consumer engagement beyond

MP Materials Corp. MP used its second-quarter 2026 earnings call to emphasize higher NdPr output, commercial magnet shipments beginning in Q4 and expansion into heavy rare earth products.

Revenues

Zoetis Inc. ZTS used its second-quarter 2026 earnings call to reset expectations for 2026 as weaker veterinary clinic traffic, pet-owner price sensitivity and heavier competition pressured major

Murphy USA Inc. MUSA used its second-quarter 2026 earnings call to emphasize a higher fuel-margin floor while keeping second-half assumptions conservative.

President and CEO Mindy West said that

Cloudflare, Inc. NET used its second-quarter 2026 earnings call to frame Workers, agentic AI and large-customer expansion as key growth drivers. CEO Matthew Prince also emphasized improving sales

American Superconductor Corporation AMSC used its first-quarter fiscal 2026 earnings call to emphasize stronger orders, a growing backlog and broader project scope across utility, mining and other

Albemarle Corporation ALB used its second-quarter 2026 earnings call to stress tight lithium inventories, stronger stationary-storage demand and cost execution, while warning that third-quarter

Constellation Energy Corporation CEG used its second-quarter 2026 earnings call to emphasize stronger commercial execution, faster regulatory progress and momentum in long-term nuclear contracting

Onto Innovation Inc. ONTO used its second-quarter 2026 earnings call to raise expectations for the second half, citing stronger advanced packaging demand, broader advanced-node adoption and record

Fiserv, Inc. FISV used its second-quarter 2026 call to reset expectations, citing slower client implementations, weaker Argentina conditions and execution gaps. Chief executive officer (CEO) Takis

Celsius Holdings, Inc. CELH used its second-quarter 2026 earnings call to temper near-term expectations for brand CELSIUS. Chairman and chief executive officer John Fieldly said the brand’s

Moderna, Inc. MRNA used its second-quarter 2026 earnings call to reinforce two priorities: preserving revenue growth while lowering costs and moving several late-stage programs toward regulatory and

BrightSpring Health Services, Inc. BTSG used its second-quarter 2026 earnings call to emphasize broad operating momentum, improving profitability and a stronger full-year outlook. 

Adjusted EPS of

Motorola Solutions, Inc. MSI has posted a sharp three-month gain as investors assess whether improving operating results can support further appreciation. The company’s second-quarter results and

Unity Software Inc. U centered its second-quarter 2026 earnings call on accelerating Vector artificial intelligence (AI) performance, tighter links between Create and Grow, and a more profitable

SoundHound AI, Inc. SOUN used its second-quarter 2026 call to emphasize accelerating enterprise adoption of OASYS, stronger deal conversion and a raised full-year revenue outlook. Management also

D-Wave Quantum Inc. QBTS used its second-quarter 2026 earnings call to emphasize two priorities: expanding commercial use of annealing quantum computing and advancing a defined path toward