Zscaler reports 25% ARR growth, raises AI security focus
Zscaler said fourth-quarter annual recurring revenue rose 25% and non-GAAP operating margin reached 24.3%, while Security for AI bookings increased more than 50% sequentially.
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Zscaler said fourth-quarter annual recurring revenue rose 25% and non-GAAP operating margin reached 24.3%, while Security for AI bookings increased more than 50% sequentially.
Lululemon reported second-quarter revenue of $2.4 billion, down 4% year over year, and lowered full-year revenue guidance to $10.35 billion-$10.5 billion, citing softer sales trends and inconsistent product launch performance.
eGain reports AI customer revenue grew 20% in FY26, representing 72% of SaaS ARR. It cites strong margins and cash flow, and targets double-digit AI revenue growth through FY30.
Q2 FY2027 revenue jumped 55% to $54.6 million, net income doubled to $2.6 million and adjusted EBITDA rose 69%. Cash increased to $138.6 million after a $108.6 million stock offering.
Smith & Wesson reported Q1 FY27 net sales up 32%, adjusted EBITDA up 86% and EPS of $0.06 versus a loss last year, while it kept FY27 revenue growth guidance at 5% to 7%.
Torrid Holdings reported second-quarter net sales of $231.7 million and adjusted EBITDA of $23.3 million, in line with guidance. Comparable sales fell 6.3%, while the company raised full-year reported guidance on tariff refunds.
U S Global Investors reported fiscal 2026 revenue of $10.25 million and net income of $3.06 million, with diluted EPS at $0.24 versus a prior-year loss.
GROW reported $3.1 million in net income for fiscal year 2026.
U.S. Global Investors (GROW) announced net income of $3.1 million for fiscal year 2026, per its reported results.
Toro said third-quarter net sales rose 8% and adjusted EPS was $1.33, while lifting full-year adjusted EPS guidance to $4.60 to $4.65.
VersaBank said Q3 2026 brought record credit assets, revenue and net interest income, with net income up 53% year over year and total assets topping $7 billion for the first time.
Netskope reported Q2 fiscal 2027 revenue of $221 million, up 29% year over year and ahead of guidance, with ARR at $899 million, up 27% year over year.
Broadcom reported record Q3 FY 2026 revenue of $29.6 billion, with AI semiconductor revenue up 221% to $16.7 billion. It guided Q4 consolidated revenue to $34.8 billion and AI revenue to $21.7 billion.
U.S. equities advanced Wednesday, with the S&P 500 up 0.5% and the Dow up 0.4%, as AI dealmaking helped offset declines in software and cybersecurity shares.
Brown-Forman said first-quarter fiscal 2027 results were largely in line with expectations and reaffirmed full-year guidance for flat organic net sales and a 3% to 5% decline in organic operating income.
Ollie's Bargain Outlet reported Q2 net sales of $741 million, up 9.1%, with adjusted EPS rising 43% to $1.42. Comparable store sales fell 1.8% as it updated full-year net sales guidance.
G-III Apparel reported second-quarter net sales of $554 million, slightly below plan, while non-GAAP EPS came in at $0.26, above guidance of $0.15 to $0.25. Gross margin expanded 440 basis points year over year.
HealthEquity said second-quarter fiscal 2027 revenue growth accelerated 8% year over year, adjusted EBITDA margin hit a record 48%, and GAAP net income reached a record $65.6 million.
OSI Systems reported fiscal 2026 fourth-quarter revenue of $484 million and full-year revenue of $1.79 billion, with record Q4 operating cash flow of $182 million, record Q4 non-GAAP EPS of $3.78, and record backlog of about $1.9 billion.
Toll Brothers said it delivered 2,662 homes, generated $2.6 billion of home sales revenue and raised its projected stock repurchases for the year to $700 million from $650 million.
Mercury Systems reported record Q4 bookings of $660 million, record backlog over $1.9 billion and record revenue of $290 million, while outlining FY27 organic growth expectations in the low double digits.
Dillard's Inc. reported second-quarter earnings of $6.25 per share versus the $4.27 analyst estimate, while net sales of $1.508 billion fell just short of $1.522 billion expected.
FGI Industries Ltd. shares rise pre-market after the kitchen and bath products supplier reports second-quarter EPS of $0.67, above the $0.30 estimate, while revenue of $31.89 million misses expectations.
Gold ripped 4% higher to $4,233.89 an ounce on Wednesday, its biggest one-day advance since February, as a soft private payrolls report and easing energy costs knocked down the odds of another Federal Reserve rate hike. ADP said private employers added just 44,000 jobs in July, the weakest in six months and well below
Procter & Gamble Company (NYSE: PG ) shares are trading lower after the company reported mixed fourth-quarter results and issued FY27 guidance below estimates. Details Adjusted earnings per share of $1.43, beating the analyst consensus estimate of $1.41. Sales rose 2% year over year (Y/Y) to $21.203 billion, which came
Scholastic (NASDAQ: SCHL ) held its fourth-quarter earnings conference call on Thursday. Below is the complete transcript from the call. This transcript is brought to you APIs. For real-time access to our entire catalog, please visit for a consultation. View the webcast at Summary Scholastic Corporation reported a 3% r
U.S. Bancorp (NYSE: USB ) stock traded higher Thursday after the bank reported second-quarter 2026 results that beat Wall Street estimates on both earnings and revenue and raised its full-year revenue outlook. Adjusted earnings came in at $1.35 per share, topping the analyst consensus estimate of $1.28. Revenue rose to
Accenture (NYSE: ACN ) held its third-quarter earnings conference call on Thursday. Below is the complete transcript from the call. APIs provide real-time access to earnings call transcripts and financial data. Visit to learn more. View the webcast at Summary Accenture PLC reported strong Q3 fiscal 2026 results with re
On Monday, Concentrix (NASDAQ: CNXC ) discussed second-quarter financial results during its earnings call. The full transcript is provided below. APIs provide real-time access to earnings call transcripts and financial data. Visit to learn more. View the webcast at Summary Concentrix reported record contract signings f
American Outdoor Brands reports fiscal 2026 net sales of $190.5 million, a 14.3% decline year-over-year, and plans to grow fiscal 2027 net sales by 7.5%