Briefings
MP Materials (MP) — Q2 FY2026 Earnings Briefing
Strong execution quarter: revenue plus PPA income more than doubled YoY, Materials EBITDA +$45M YoY, a 9-figure gadolinium offtake, the heavy rare earth circuit at mechanical completion, GM magnet qualification cleared, 10X now vertical — with the financial inflection still ahead (Q4 magnet deliveries, >1,000 mt Q3 production).
September 10, 2026Adobe (ADBE) — Q3 FY2026 Earnings Briefing
Revenue of $6.76B (+13% YoY), non-GAAP EPS $6.13 (+15%), total ending ARR $27.5B (+11.2%), RPO $22.16B, and a Q3-record $2.52B operating cash flow — highlights, lowlights, and forward-looking thesis from the Q3 FY26 earnings call.
August 26, 2026NVIDIA (NVDA) — Q2 FY2027 Earnings Briefing
NVIDIA’s record Q2 FY2027 saw revenue more than double YoY on data center strength, while management guided a supply-constrained fiscal 2028 and reset gross-margin expectations lower on extreme memory pricing as the Vera Rubin ramp began.