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News 2026-10-09 16:19 UTC

Analysts say AI spending boom needs huge revenue growth

22V Research analysts said annualized AI developer revenue may need to reach $400 billion to $600 billion by the end of 2027 to justify the industry’s infrastructure buildout. They warned that missing that level could trigger a sharp pullback in planned investment beginning in 2029.

News 2026-09-18 08:22 UTC

Full Transcript: Amplitude Q2 2026 Earnings Call

Amplitude (NASDAQ: AMPL ) released second-quarter financial results and hosted an earnings call on Wednesday. Read the complete transcript below. APIs provide real-time access to earnings call transcripts and financial data. Visit to learn more. View the webcast at Summary Amplitude Inc.'s Q2 2026 revenue was $101 mill

News 2026-09-17 11:26 UTC

MP Materials Q2 2026 Earnings Call Transcript

MP Materials (NYSE: MP ) reported second-quarter financial results on Thursday. The transcript from the company's second-quarter earnings call has been provided below. This content is powered APIs. For comprehensive financial data and transcripts, visit View the webcast at Summary MP Materials reported strong Q2 2026 r

News 2026-09-09 23:52 UTC

Navan raises full-year outlook after Q2 growth

Navan said total GBV rose 45% year over year to more than $3 billion in Q2 2027. The company said it exceeded expectations for revenue and non-GAAP operating income and raised its full-year outlook.