Innovation

Okta: GAAP Operating Margin More Than Doubles To 13% As Subscription Backlog Rises 17%

By Amit Chowdhry ● Aug 28, 2026

Okta delivered significant operating leverage during its fiscal second quarter of 2027 as subscription growth, improving sales momentum and continued cost discipline pushed GAAP operating margin to more than twice its prior-year level.

Nutanix: Q4 Operating Margin Nearly Doubles To 9.2% As Revenue And ARR Grow 16%

By Amit Chowdhry ● Aug 28, 2026

Nutanix delivered significant operating leverage in its fiscal fourth quarter of 2026, as both revenue and annual recurring revenue increased 16%, while profitability and free cash flow grew much faster.

J.M. Smucker: Coffee Profit Jumps 124% As Tariff Refunds Boost Quarterly Earnings

By Amit Chowdhry ● Aug 28, 2026

The J.M. Smucker Co.'s U.S. Retail Coffee business delivered a dramatic increase in fiscal first-quarter 2027 profitability as higher pricing and approximately $115 million of tariff refunds helped drive a sharp expansion in margins.

Veeva: Operating Income Jumps 40% As Vault CRM And AI Adoption Accelerate

By Amit Chowdhry ● Aug 28, 2026

Veeva Systems reported faster GAAP earnings growth than revenue during its fiscal second quarter of 2027 as adoption of Vault CRM expanded, its agentic AI products moved further into customer deployments and management raised its full-year outlook.

Agilent: Non-GAAP Margin Expands 320 Basis Points, Including 110-Basis-Point Tariff Refund Benefit

By Amit Chowdhry ● Aug 28, 2026

Agilent Technologies reported strong fiscal third-quarter 2026 revenue growth and substantial operating-margin expansion, prompting the life sciences and diagnostics company to raise its full-year revenue, profitability and earnings expectations.

Synopsys: Design Automation Revenue Jumps 53% As AI Demand Drives Record Quarter

By Amit Chowdhry ● Aug 28, 2026

Synopsys delivered strong fiscal third-quarter 2026 growth as the addition of Ansys and continued demand for electronic design automation pushed Design Automation revenue above $2 billion and helped drive a substantial increase in earnings.

CrowdStrike: Falcon Flex ARR Doubles To $2.29 Billion As Net New ARR Jumps 51%

By Amit Chowdhry ● Aug 28, 2026

CrowdStrike delivered record fiscal second-quarter 2027 recurring-revenue growth as adoption of its Falcon Flex consumption model accelerated, cash generation reached new highs, and management substantially increased its full-year growth outlook.

LightInTheBox: First-Half Net Income Jumps 28% As Revenue Rises 3% And Gross Margin Holds At 65.6%

By Amit Chowdhry ● Aug 28, 2026

LightInTheBox reported improved first-half profitability during 2026 despite a modest decline in second-quarter revenue as expense controls and stable gross margins supported the company's ongoing transformation.

Key Tronic: Vietnam Revenue More Than Doubles Sequentially, But Supply-Chain Financing Delays $10 Million Of Shipments

By Amit Chowdhry ● Aug 28, 2026

Key Tronic reported a strong sequential rebound in fiscal fourth-quarter revenue as its Vietnam manufacturing operation accelerated, although tightening supply-chain financing prevented the company from shipping approximately $10 million of additional customer orders.

Movado Gross: Margin Expands 530 Basis Points, But Duty Refunds Account For 190 Basis Points

By Amit Chowdhry ● Aug 28, 2026

Movado Group reported significant margin expansion during the fiscal second quarter of 2027, with profitability improving both with and without the benefit of refunds on previously paid IEEPA duties.

Ooma: Subscription Revenue Reaches 91% Of Sales As Adjusted EBITDA Jumps 72%

By Amit Chowdhry ● Aug 28, 2026

Ooma's recurring subscription and services operation accounted for more than 90% of fiscal second-quarter 2027 revenue, as acquisitions and continued growth in its business communications platform helped drive a significant increase in profitability.

JinkoSolar Becomes First Module Maker To Surpass 420 GW Of Cumulative Shipments As Quarterly Revenue Falls 31%

By Amit Chowdhry ● Aug 28, 2026

JinkoSolar reached a major shipment milestone during the second quarter of 2026, becoming the first solar module manufacturer to surpass 420 GW of cumulative module deliveries even as industry pricing pressure drove quarterly revenue sharply lower.

Super Hi: Operating Income Jumps 119% As Margin Nearly Doubles On 10% Revenue Growth

By Amit Chowdhry ● Aug 28, 2026

Super Hi International delivered substantial operating leverage during the second quarter of 2026 as growth in its international Haidilao restaurant business pushed operating income up more than twice as fast as revenue.

SFL Declares 90th Consecutive Quarterly Dividend As Spot Tankers Boost Q2 Results

By Amit Chowdhry ● Aug 28, 2026

SFL Corporation declared its 90th consecutive quarterly dividend in the second quarter of 2026, extending a distribution record dating back to the company's New York Stock Exchange listing in 2004.

UP Fintech: Singapore Trading Volume Jumps 92% As Global Client Assets Reach $60.7 Billion

By Amit Chowdhry ● Aug 28, 2026

UP Fintech reported record second-quarter revenue as trading activity accelerated across its international markets, with Singapore emerging as a particularly strong growth engine.

Photronics: High-End IC Revenue Reaches Record 44% Of IC Sales As Semiconductor Revenue Rises 5%

By Amit Chowdhry ● Aug 28, 2026

Photronics reported a record mix of high-end integrated-circuit photomask revenue during the fiscal third quarter of 2026 as semiconductor customers continued migrating toward more advanced manufacturing nodes.

Kohl’s: Gross Margin Expands 305 Basis Points As $100 Million Tariff Refund Flows Through Margin

By Amit Chowdhry ● Aug 28, 2026

Kohl's reported significant second-quarter gross-margin expansion despite declining sales, although approximately $100 million of tariff refunds provided a substantial benefit to reported profitability.

Standard Nuclear: Backlog Grows Sixfold To $576.9 Million As Revenue Rises Eightfold

By Amit Chowdhry ● Aug 28, 2026

Standard Nuclear reported rapid commercialization progress during the second quarter of 2026 as quarterly revenue increased nearly eightfold and subsequent contract wins lifted total backlog to almost $577 million.

TORM: Net Profit Jumps 473% To Record $338 Million As Hormuz Disruption Pushes TCE Rates To $59,301 Per Day

By Amit Chowdhry ● Aug 28, 2026

TORM reported the strongest quarterly financial results in its history during the second quarter of 2026 as disruptions surrounding the Strait of Hormuz drove product-tanker freight rates to exceptional levels.

Great Elm: Revenue Jumps 88%, But Fiscal-Year Net Loss Hits $35 Million On GECC Investment Losses

By Amit Chowdhry ● Aug 28, 2026

Great Elm Group nearly doubled quarterly revenue during its fiscal fourth quarter, but investment losses associated primarily with Great Elm Capital Corp. weighed heavily on its full-year bottom line. Fourth-quarter revenue increased 88% to $10.6 million from $5.6 million.

Lanvin: Adjusted EBITDA Loss Narrows By €17 Million Despite 13% Revenue Decline

By Amit Chowdhry ● Aug 28, 2026

Lanvin Group significantly reduced its first-half adjusted EBITDA loss despite lower revenue as store rationalization and cost reductions improved the luxury company's underlying economics. First-half revenue fell 12.9% to €100.8 million from €115.8 million.

Lantronix: Unmanned Systems Revenue Grows From Minimal To $12.6 Million, Targeting 15%-20% Of FY2027 Sales

By Amit Chowdhry ● Aug 28, 2026

Lantronix's unmanned systems business emerged as a meaningful new revenue source during fiscal 2026, and management expects the operation to become substantially larger during fiscal 2027.

Zhihu: Paid Content And IP Revenue Rises 4% Even As Total Revenue Falls And Company Swings To Loss

By Amit Chowdhry ● Aug 28, 2026

Zhihu's paid content and intellectual property operation returned to year-over-year growth during the second quarter of 2026 even as weakness elsewhere pushed total revenue lower and the company swung from profit to loss.

DSC: Adjusted Net Loss Narrows 62% Even As GAAP Loss Jumps To $35 Million On IPO Stock Compensation

By Amit Chowdhry ● Aug 28, 2026

DSC Holdings reported a dramatic divergence between GAAP and adjusted profitability during the second quarter of 2026 as expenses associated with the company's Nasdaq listing drove a large reported loss even while underlying operating losses narrowed substantially.

BMO: Adjusted Net Income Rises 19% While Reported Profit Falls 25% On $962 Million Divestiture Charge

By Amit Chowdhry ● Aug 28, 2026

BMO Financial Group reported sharply divergent third-quarter 2026 GAAP and adjusted earnings as a large charge related to the planned sale of its Transportation and Vendor Finance businesses weighed on reported profit.

Equal Parts: Interview With CEO And Co-Founder Mike Witte About Modernizing Independent Insurance With Technology

By Amit Chowdhry ● Aug 27, 2026

Equal Parts is building an operating platform for independent insurance agencies that combines acquisitions with purpose-built technology, automation, standardized workflows, and a unified data layer. The company’s model is designed to help acquired agencies improve performance while preserving the relationships and culture at the center of their businesses. Pulse 2.0 interviewed Equal Parts CEO and Co-Founder Mike Witte to learn more.

Boliden To Acquire 64.68% Of Nexa Resources In $1.31 Billion Deal Valuing Company At $3.67 Billion

By Amit Chowdhry ● Aug 27, 2026

Boliden has entered into a definitive agreement to acquire Votorantim's 64.68% controlling stake in Nexa Resources, expanding the Swedish mining company's zinc and silver operations into Brazil and Peru.

Cyclic Materials Raises $75 Million Led By T. Rowe Price As Total Equity Funding Reaches $237 Million

By Amit Chowdhry ● Aug 27, 2026

Cyclic Materials has raised $75 million in strategic growth financing to accelerate U.S. rare earth recycling and production infrastructure. Accounts advised by T. Rowe Price Associates led the round, which brings Cyclic Materials' total equity funding to $237 million.

Ventures Platform Closes $84 Million Pan-African Fund II Above $75 Million Target

By Amit Chowdhry ● Aug 27, 2026

Ventures Platform has closed its second institutional venture fund with $84 million, exceeding its original $75 million target despite a more challenging global fundraising environment for African venture capital.

Adaptyv Raises $40 Million Series A As Automated Biology Lab Throughput Grows More Than 5x

By Amit Chowdhry ● Aug 27, 2026

Adaptyv has raised $40 million in Series A funding to expand its automated laboratory infrastructure for agentic biology. Highland Europe led the round, with existing investors ACE Ventures, byFounders and Y Combinator increasing their investments.