Recent Earnings

HPE

2025 Q3

Technology

Record Q3 Revenue of $9.1 Billion

18% above prior year

$9.1 billion

Revenue was $9.1 billion, up 18% year over year fueled by strong momentum across AI, networking, and hybrid cloud.

Hewlett Packard Enterprise Company

HPE

2025 Q3

Technology

Successful Completion and Integration of Juniper Acquisition

HPE completed its acquisition of Juniper Networks in July 2025, marking a major strategic milestone.
Integration is progressing well, with milestones such as employee onboarding and sales force harmonization achieved on schedule.
The combined networking segment now accounts for nearly 50% of HPE's non-GAAP operating profit, indicating a significant business shift.
Early results show strong demand in networking markets, especially in AI-driven data center switching and security.
HPE expects at least $600 million in cost synergies over three years, with $200 million expected to be realized in the first year.
The integration is expected to enhance HPE's market position in AI-driven networking and accelerate growth in this high-margin segment.

PagerDuty, Inc.

2026 Q2

Technology

First GAAP Profitability Achieved

GAAP profitability with 25% non-GAAP operating margin

PagerDuty achieved GAAP profitability for the first time in its history, with a 25% non-GAAP operating margin exceeding guidance and expanding 800 basis points year over year.

Broadcom Inc.

AVGO

2025 Q3

Technology

Financial Performance Summary

AI semiconductor revenue was $5.2 billion, up 63% year over year, marking 10 consecutive quarters of robust growth.
Free cash flow was $7 billion, representing 44% of revenue, with capital expenditures of $142 million.
Gross margin was 78.4%, better than guided, supported by higher software revenue and semiconductor product mix.
Infrastructure Software revenue was $6.8 billion, up 17% year over year, with a 77% operating margin reflecting VMware integration completion.
Inventory increased 8% sequentially to $2.2 billion, with days of inventory at 66 days, reflecting anticipation of revenue growth next quarter.
Q3 consolidated adjusted EBITDA was a record $10.7 billion, up 30% year over year, representing 67% of revenue, exceeding guidance.
Q3 total revenue reached a record $16 billion, up 22% year over year, driven by strong AI semiconductor and VMware growth.
Semiconductor Solutions segment revenue was $9.2 billion, growing 26% year over year, with a 57% operating margin.

Methode Electronics, Inc.

MEI

2026 Q1

Technology

Third Consecutive Quarter of Strong Free Cash Flow

$18 million free cash flow

The business delivered free cash flow of $18 million in the quarter, marking the third quarter in a row of strong free cash flow.

Earnings Feed

Record Q3 Revenue of $9.1 Billion

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Successful Completion and Integration of Juniper Acquisition

First GAAP Profitability Achieved

Financial Performance Summary

Third Consecutive Quarter of Strong Free Cash Flow