nCino, Inc.

NCNO Q4 2026

Reported: 2026-04-01

nCino reported a strong fiscal 2026, exceeding guidance with a 17% YoY ACV growth driven by robust AI adoption, expanding customer commitments, and strategic international wins.

Key takeaways

ACV grew 17% YoY, reflecting strong customer engagement and AI integration across all segments.
Delivered the best U.S. enterprise sales quarter in over four years, including major wins in mortgage and commercial lending.
International expansion momentum with significant customer wins in EMEA and Japan, tripling Japan’s ACV in FY '26.
Customer retention and upsell improved, with ACV net retention rising to 112%, supported by strategic renewals and data-driven product offerings.
Nearly 500 clients now grant access to anonymized data, powering advanced analytics and AI capabilities that enhance operational insights and efficiency.

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NIKE, Inc.

NKE Q3 2026

Reported: 2026-04-01

Nike’s Q3 FY2026 demonstrated early signs of a strategic turnaround with accelerated progress in key sports and innovative product launches, though margin pressures remain due to deliberate inventory reductions.

Key takeaways

Running segment surged over 20%, driven by a full offense strategy that improved product storytelling and assortments.
Nike successfully relaunched the Tiempo football footwear and elevated global football presence ahead of the 2026 World Cup.
Innovation platforms like NIKE MIND and Liquid Air Max gained strong market traction; production doubled for NIKE MIND to meet demand.
Intentional inventory de-risking caused a ~5-point headwind to reported results but is improving marketplace health.
Nike’s end-of-year goal includes completing “Win Now” actions, resulting in healthier inventory, more localized marketing, and a detailed long-term strategic update at Investor Day.

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Dave & Buster's Entertainment, Inc.

PLAY Q4 2025

Reported: 2026-04-01

Dave & Buster's demonstrates steady Q4 2025 results with ongoing same-store sales improvements and positive momentum into FY 2026, supported by strategic marketing, menu revitalization, and new game launches.

Key takeaways

Six consecutive months of improving same-store sales, excluding storm impact, culminating in roughly flat results in February 2026.
Confirmed FY 2026 targets to grow same-store sales, revenue, adjusted EBITDA, and generate over $100 million in free cash flow.
Successful menu revamp leading to a 7% increase in comparable food & beverage sales in Q4 2025, with F&B being positive for six straight months.
Marketing reset focusing on culturally relevant promotions and digital engagement, exemplified by high-impact campaigns like the Valentine’s diamond giveaway.
Revitalization of game offerings, recognizing prior stagnation, with plans to reintroduce new, relevant attractions to boost traffic and guest engagement.

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Earnings Recaps

nCino, Inc.

NIKE, Inc.

Dave & Buster's Entertainment, Inc.

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Earnings Recaps

nCino, Inc.

NIKE, Inc.

Dave & Buster's Entertainment, Inc.

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