Applied Science Products, Inc.

APLD Q3 2026

Reported: 2026-04-09

Applied Digital delivered a robust quarter with over $44 million in adjusted EBITDA, driven by operational progress in large-scale AI data centers and strategic pipeline expansion, positioning the company for substantial future growth.

Key takeaways

Operates one of the world's only 100MW direct-to-chip liquid-cooled AI data centers, demonstrating execution capability and technological leadership.
Progress on multiple high-capacity data center projects, including Polaris Forge and Delta Forge, with some facilities now operational and others advancing on schedule.
Expanded development pipeline to four sites with approximately 1 gigawatt of total grid power capacity, subject to approvals and negotiations.
Data center hosting segment remains highly profitable, with lease revenue fully realized from the flagship 100MW facility, with revenues expected to accelerate as new buildings begin operations.
The planned spin-off of the cloud business into ChronoScale aims to capitalize on surging GPU demand, reflecting strategic focus on high-growth AI infrastructure markets.

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BlackBerry Limited

BB Q4 2026

Reported: 2026-04-09

BlackBerry delivered a robust fiscal year with sustained growth, record revenues, and a continued shift toward profitability, underscoring its transformation into a resilient, growth-oriented company driven by its QNX platform.

Key takeaways

QNX revenue exceeded $78.7 million in Q4, up 20% YoY, with a record quarter for royalties and development revenue, and a growing royalty backlog near $950 million.
The company reports consistent annual growth in QNX, emphasizing a durable, Rule of 40 business backed by a strong pipeline, backlog, and multi-year design wins, especially in automotive and emerging markets.
Strategic wins include deployments with a major Chinese Tier 1 supplier, a North American top automaker, and a European OEM, reinforcing leadership in digital cockpit and ADAS systems.
Alloy Core platform progressing toward general release, with OEM discussions ongoing and potential for substantial ASP expansion, representing a key growth accelerator.
The company maintains a positive outlook for FY2027, expecting continued double-digit growth driven by backlog expansion and new design wins.

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OVH Groupe S.A.

OVH.PA Q2 2026

Reported: 2026-04-09

OVHcloud delivered solid H1 2026 results with 5.5% like-for-like revenue growth, record EBITDA, and tailored strategic initiatives including expansion into defense and AI labs.

Key takeaways

Revenue reached EUR 555 million with EBITDA at EUR 227 million, reflecting a 40.9% margin and over 100% net recurring revenue rate.
Strategic focus on vertical defense markets, AI development through Dragon LLM acquisition, and ramped-up private and public cloud offerings.
Customer acquisition improved notably in bare metal (+12%) and entry-level cloud services, supported by aggressive pricing and new product initiatives.
Operating cash flow remained healthy at EUR 32.3 million, owing to front-loaded CapEx to secure future growth.
Continued emphasis on security, enterprise deals, and geographic expansion positions OVHcloud for sustainable growth into 2027.

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Resources Connection, Inc.

RGP Q3 2026

Reported: 2026-04-09

RGP delivered aligned third-quarter results with strategic progress in core segments, supported by targeted leadership hires and cost structure optimization, signaling continued focus on growth and operational simplification.

Key takeaways

Revenue and gross margin outcomes met previous outlook, with SG&A expenses better-than-expected, highlighting disciplined cost management.
Strategic hires, including AI and IT leaders, bolster RGP's capabilities in emerging technologies and operational efficiency.
Focused recruitment in On-Demand Talent and Consulting segments aims to accelerate revenue growth as teams ramp up.
Ongoing integration of consulting units streamlines go-to-market strategies targeting CFO and CIO client needs.
Business portfolio simplification continues with the divestiture of Sitrick, reinforcing focus on high-opportunity service areas.

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The Simply Good Foods Company

SMPL Q2 2026

Reported: 2026-04-09

Simply Good Foods delivered solid Q2 FY2026 results, supported by robust net sales growth and margin expansion, reflecting strong demand and effective cost management.

Key takeaways

Net sales increased by 8% year-over-year, driven by increased consumer demand across core brands.
Gross margin expanded by 150 basis points, benefiting from price discipline and supply chain efficiencies.
Adjusted EBITDA grew 10%, highlighting ongoing profitability and operational leverage.
Strategic initiatives in new product innovation contributed to market share gains.

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Constellation Brands, Inc.

STZ Q4 2026

Reported: 2026-04-09

Constellation Brands delivered a resilient full-year performance with steady share gains in beer and a successful portfolio reshaping in wine and spirits, despite a challenging consumer environment.

Key takeaways

Exited FY26 with improved momentum, with Modelo Especial maintaining its U.S. leadership despite a volatile macro backdrop.
Beer segment guidance reflects conservatism amid limited visibility, projecting a slight decline in margins due to fixed cost absorption from new capacity.
Continued strategic focus on distribution and brand support contributed to market share gains, particularly in high-end beer.
Financially, the company generated strong cash flow, enabling disciplined capital allocation and shareholder returns.
Management remains cautiously optimistic about entering FY27, leveraging core strengths and consumer insights to navigate an evolving landscape.

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Earnings Recaps

Applied Science Products, Inc.

BlackBerry Limited

OVH Groupe S.A.

Resources Connection, Inc.

The Simply Good Foods Company

Constellation Brands, Inc.

Community

Earnings Recaps

Applied Science Products, Inc.

BlackBerry Limited

OVH Groupe S.A.

Resources Connection, Inc.

The Simply Good Foods Company

Constellation Brands, Inc.

Community

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