Earnings Surprises

"Life360 has become a meaningful part of everyday family life for more than 97 million people who use Life360 to keep their families safe and connected," said Life360 Chief Executive Officer Lauren Antonoff.

Q1 was a record-setting quarter for Innodata – and it was record setting by a wide margin. Revenue grew 54% year-over-year while Adjusted EBITDA grew approximately 96% – operating leverage by definition.

We started 2026 with a strong first quarter — above expectations on revenue and adjusted EBITDA, with new client wins across all four verticals,

Our first quarter results represent another strong quarter of execution for nLIGHT with total revenue, gross margin, and Adjusted EBITDA all above our expectations.

We delivered a strong start to 2026, highlighted by our highest licensing and related revenues in three years and continued momentum across our connectivity and AI portfolios.

2026 is off to a terrific start. Our AI investments and full stack approach are lighting up every part of the business.

We delivered an exceptional Q1, achieving record revenue and Adjusted EBITDA. Outperformance across key corridors and an increasing pace of product innovation are contributing to strong momentum

2026 is off to a terrific start. Our AI investments and full stack approach are lighting up every part of the business.

The first quarter marked a strong start to 2026 as total revenue, profit margins, and EPS grew significantly year over year, exceeding our guidance ranges,

We delivered another outstanding set of results this quarter, especially in the broader context of global economic uncertainty:

Vishay’s first quarter financial results demonstrate that the Vishay 3.0 strategy is working. As a result of the investments we made to expand capacity of high-growth, high-margin products

The Inference and agentic era needs its own cloud. DigitalOcean built it, and our record Q1 results demonstrate the strength of our platform.

"Our first quarter performance demonstrates continued discipline and velocity as we delivered record revenue, gross margin, and RPO," said Kip Compton, CEO at Fastly.

This quarter marks a fundamental inflection point for Sandisk — where our technology leadership is enabling a deliberate shift in our mix toward the highest-value end markets, led by Datacenter.

We delivered solid first quarter results, with revenue increasing 15.5% year-over-year, and GAAP and non-GAAP operating margin rising 380 and 300 basis points from a year ago, respectively.

In Q1 we delivered acceleration across major KPIs: revenue growth ex. interest accelerated to 11%, B2B volume growth more than doubled to 44%, and we delivered another quarter of significant core profitability expansion.

Our first quarter represents a strong start to the year driven by 43% year over year growth in Broadband revenue, including 78% growth in Rest-of-Market revenue.

Our results this quarter demonstrate, once again, that at Pagaya, profitability and disciplined risk management are not in tension — they are the same strategy.

We are delivering exceptional revenue growth and margin expansion while executing on the most exciting product roadmap in Unity’s history.

We delivered a strong start to 2026, led by continued momentum in Disney Solitaire and another quarter of record breaking performance in Direct-to-Consumer.

I am pleased to share that first-quarter revenue came in above our expectations. The team delivered our second consecutive quarter of double-digit year-over-year revenue growth, driven by disciplined execution of our key strategic initiatives and continued strong demand for our laser solutions.

Our customer-obsessed comeback continues... Lyft is performing while transforming.

In the first quarter, we delivered strong financial and operating performance, with revenue growth of 29% and Adjusted EBITDA of over $22 million.

We continued our solid execution in the first quarter - reporting 10% year-over-year growth in revenue, while delivering strong 31% adjusted EBITDA margins.

Q1 was another strong quarter for The Trade Desk, with revenue growing to $689 million, representing 12% year-over-year growth.

EverCommerce's first quarter results exceeded the midpoint of the guidance range for both Revenue and Adjusted EBITDA. More importantly, we feel confident that we are on the right track to accelerate growth in the back half of the year and into 2027.

We started fiscal 2026 with strong momentum, driven by accelerating AI and high-performance computing demand and improving market conditions driving an estimated test cell utilization of 78% at the end of March.

With our mission-critical engineering expertise, we continue to support our customers’ most complex IT environments while taking disciplined actions to strengthen our business.

"Driven by our talented teams and disciplined execution, we delivered a record FY26, highlighted by the incredibly successful launch of our iconic Battlefield franchise," said Andrew Wilson, CEO of Electronic Arts.

We continue to see the OLED market as a compelling long-term growth opportunity, supported by expanding adoption, evolving architectures, and continued industry investment.

Veeco executed well in the first quarter as the industry enters a transformational period driven by rapid expansion of AI data centers and high-performance computing.

NCR Atleos delivered another strong quarter of financial results. Our service-led growth initiatives continue to pay dividends as financial institutions and retailers increasingly select our differentiated and comprehensive self-service banking offering.

Payments modernization continues to accelerate, and ACI is at the center of it. In the quarter, Real Time Payments and Merchant each grew more than 20%, Biller delivered 10% growth

We delivered a strong start to 2026, with performance reflecting continued execution across our key priorities and the durability of our model.