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.

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

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.

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

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

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.

We are actively pushing the frontier of autonomous, agentic defense across AI, Data, Cloud, and the Endpoint. Enterprises recognize that securing the AI era requires machine speed defense which only truly modern infrastructure can deliver, and they are choosing SentinelOne as the foundation to build upon.

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:

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

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.

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

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.

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

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.

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

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.

Pega’s Blueprint AI helps enterprises reimagine their businesses while Pega’s powerful workflow engine provides the harness

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.

Entering 2026, we expected project pacing dynamics to favor the back half of the year. Our first quarter results were consistent with that expectation, reflecting comparisons to the prior‑year period, when several since completed projects were still in active deployment.

Photomask market dynamics reflect a mix of supportive long-term drivers and several temporary headwinds.