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LNG Q2 Earnings Call Highlights Guidance Raise and Output Gains
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
TEAM Q4 Earnings Call Highlights AI and Enterprise Momentum
Atlassian Corporation TEAM used its fourth-quarter fiscal 2026 earnings call to emphasize cloud growth, enterprise deal activity and deeper AI adoption. CEO and Co-Founder Mike Cannon-Brookes said
SEZL Q2 Earnings Call Highlights Subscriber Surge, New Products
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 Q2 Earnings Call Focuses on Magnet Ramp and Rare Earth Expansion
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
Coeur Mining Q2 Earnings Call Flags Slower Canadian Ramp-Ups
Coeur Mining, Inc. CDE used its second-quarter call to reset expectations at New Afton and Rainy River, where slower ramp-ups drove lower partial-year production guidance and higher unit-cost
ZTS Q2 Earnings Call Flags Deeper Companion Animal Pressure
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
MUSA Q2 Earnings Call Centers on a Higher Fuel Margin Floor
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
NET Q2 Earnings Call Highlights Workers and Agentic AI Momentum
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
AMSC Q1 Earnings Call Highlights Record Orders and Strong Backlog
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
KTOS Q2 Earnings Call Highlights Hypersonics and Engine Ramp-Up
Kratos Defense & Security Solutions, Inc. KTOS used its second-quarter call to emphasize faster production growth in hypersonics, jet engines and unmanned systems, backed by new capacity and program
ALB Q2 Earnings Call Highlights Storage Demand, Q3 Pressure
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
CEG Q2 Earnings Call Focuses on Higher Guidance and Nuclear Deals
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
AU Q2 Earnings Call Focuses on H2 Output and Cash Returns
AngloGold Ashanti plc AU used its Q2 2026 earnings call to reinforce a second-half production recovery while keeping full-year guidance unchanged. CEO Alberto Calderon expects higher volumes to ease
ONTO Q2 Earnings Call Highlights Packaging Strength Into 2027
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
GILD Q2 Earnings Call Raises Outlook on HIV and PrEP Strength
Gilead Sciences, Inc. GILD used its second-quarter 2026 call to emphasize stronger base-business growth, led by HIV, PrEP, Trodelvy and Livdelzi, while outlining a busy second-half launch calendar.
FISV Q2 Earnings Call Resets Outlook on Delays, Tech Spend
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
HWM Q2 Earnings Call Centers on Capacity and Higher Outlook
Howmet Aerospace Inc. HWM used its second-quarter call to emphasize capacity expansion across commercial aerospace and industrial gas turbines, where customer demand is extending beyond
CELH Q2 Earnings Call Flags Core Brand Reset Before 2027
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
Motorola Solutions Q2 Earnings and Guidance Signal Stronger Growth
Motorola Solutions, Inc. MSI delivered a 13% year-over-year increase in second-quarter sales and raised its 2026 revenue and earnings outlook again. Record orders lifted backlog to $15.6 billion
Moderna Q2 Earnings Call Highlights Cost Cuts and Pipeline Milestones
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


