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Avos: Interview With Founder And CEO Stef Roussos About Agentic AI News And Research Briefings

By Amit Chowdhry ● Aug 26, 2026

Avos is an agentic news and research platform built around personalized recurring briefings. The platform uses AI agents to research, filter, deduplicate, and synthesize information from across its source catalog into finite editions tailored to each reader's interests, sources, markets, tone, and schedule. Pulse 2.0 interviewed Avos Founder and CEO Stef Roussos to learn more.

JOYY: Non-Livestreaming Revenue Reaches Nearly One-Third Of Sales As BIGO Ads Jumps 53%

By Amit Chowdhry ● Aug 26, 2026

JOYY continued diversifying beyond its historical livestreaming business during the second quarter of 2026 as advertising, e-commerce and other non-livestreaming revenue expanded to nearly one-third of company sales.

HEICO: Electronic Technologies Operating Income Jumps 55% As Margin Expands 320 Basis Points

By Amit Chowdhry ● Aug 26, 2026

HEICO's Electronic Technologies Group delivered a particularly strong fiscal third quarter of 2026 as operating income grew substantially faster than sales and the segment's operating margin expanded by more than three percentage points.

Semtech: Operating Margin Swings 2,260 Basis Points As Revenue Jumps 33%

By Amit Chowdhry ● Aug 26, 2026

Semtech delivered a major profitability swing during its fiscal second quarter of 2027 as record revenue, a stronger product mix, and operating leverage pushed GAAP operating margin from deeply negative territory to a double-digit profit margin.

Zoom: GAAP Net Income Jumps To $1.54 Billion, But $1.61 Billion Of Strategic Investment Gains Exceed Profit

By Amit Chowdhry ● Aug 26, 2026

Zoom Communications reported a dramatic increase in fiscal second-quarter GAAP net income, but gains on strategic investments more than explained the headline profit, rather than a comparable increase in operating earnings.

DICK’S Sporting Goods: Business Generates $485.2 Million Profit While Foot Locker Saw $31.9 Million Segment Loss

By Amit Chowdhry ● Aug 26, 2026

DICK'S Sporting Goods reported sharply different second-quarter performances across its core DICK'S business and recently acquired Foot Locker operations, highlighting the near-term integration and merchandising challenge created by the acquisition.

KANZHUN: Net Income Jumps 173%, But Investment Income Accounts For Most Of Quarterly Profit

By Amit Chowdhry ● Aug 26, 2026

KANZHUN, the operator of China's BOSS Zhipin recruitment platform, reported a 173% increase in second-quarter net income, but investment gains rather than the core recruitment business accounted for most of the reported profit increase.

Meta Agrees To Up To $16.68 Billion Settlement With 29 States Over Teen Social Media Harm Claims

By Amit Chowdhry ● Aug 26, 2026

Meta has reached a settlement valued at up to $16.68 billion with U.S. states that accused Facebook and Instagram of harming children through allegedly addictive design practices and improper collection of minors' personal information, according to Bloomberg.

Vipshop: Net Income Jumps 189%, But $853 Million REIT Gain Exceeds Reported Profit As Adjusted Earnings Collapse

By Amit Chowdhry ● Aug 26, 2026

Vipshop reported a 189% increase in second-quarter GAAP net income, but a one-time commercial REIT gain exceeded the company's entire reported profit and masked substantial weakness in adjusted earnings.

Box: Free Cash Flow Jumps 67% As Revenue Rises 9% And RPO Reaches $1.7 Billion

By Amit Chowdhry ● Aug 26, 2026

Box generated substantially faster cash-flow growth than revenue during its fiscal second quarter of 2027 as enterprise demand, expanding remaining performance obligations and stronger operating leverage supported profitability. Revenue increased 9% year-over-year to a record $321.1 million and rose 11% on a constant-currency basis.

nCino: GAAP Operating Margin Swings 1,500 Basis Points As Free Cash Flow Jumps 170%

By Amit Chowdhry ● Aug 26, 2026

nCino delivered a major profitability improvement in the second quarter of fiscal 2027 as revenue growth, subscription expansion and operating leverage pushed the banking software company from a GAAP operating loss to positive operating income.

Qfin: Net Income Falls 77% As Loan Volume Drops 25% Amid Industry Liquidity Shock

By Amit Chowdhry ● Aug 26, 2026

Qfin Holdings reported a sharp contraction in second-quarter 2026 earnings and lending activity as China's consumer credit market faced tighter regulation, industry contraction and what management described as an industry-wide liquidity shock late in the quarter.

Noah: Operating Income Jumps 34% Despite 1.5% Revenue Decline As Costs Fall

By Amit Chowdhry ● Aug 26, 2026

Noah Holdings generated substantially higher second-quarter profitability despite slightly lower revenue as cost controls and lower credit-loss provisions drove a significant improvement in operating leverage.

Strattec Ends Fiscal 2026 With $108 Million Cash And No Debt As Gross Margin Expands 150 Basis Points

By Amit Chowdhry ● Aug 26, 2026

Strattec ended fiscal 2026 with a significantly stronger balance sheet and improved full-year profitability as its transformation program helped expand gross margin and adjusted EBITDA.

SCHMID: Revenue Jumps 172% And Backlog Reaches €95 Million, But EBITDA Margin Guidance Is Cut

By Amit Chowdhry ● Aug 26, 2026

SCHMID Group reported a sharp rebound in first-half 2026 revenue and order activity, although weaker-than-expected margins prompted the manufacturing equipment company to reduce its full-year adjusted EBITDA margin outlook.

Anavex Swings To $7.8 Million Profit As $17.4 Million Stock Compensation Reversals Drive Expense Recoveries

By Amit Chowdhry ● Aug 26, 2026

Anavex Life Sciences swung from a quarterly loss to a $7.8 million profit in its fiscal third quarter of 2026, but the improvement was driven primarily by reversals of previously recognized stock-based compensation expense associated with employee terminations.

Intuit: Big Bets Grow 34% To 30% Of Revenue As Full-Year Sales Top $21 Billion

By Amit Chowdhry ● Aug 26, 2026

Intuit's strategic growth initiatives are becoming a much larger part of the financial technology company's revenue base, with its Big Bets collectively growing 34% during fiscal 2026 and representing 30% of full-year revenue.

Lattice Acquires Pando As Barbra Gago Joins As Chief Marketing And Strategy Officer

By Amit Chowdhry ● Aug 26, 2026

Lattice has acquired Pando, an AI-native performance management platform, as the company expands its technology for continuous employee performance and people intelligence. The terms of the acquisition were not disclosed.

Gatik Raises $200 Million Series D As Contracted Revenue Tops $600 Million And Driverless Orders Reach 85,000

By Amit Chowdhry ● Aug 26, 2026

Gatik has raised $200 million in Series D financing to accelerate deployment of its autonomous trucking platform across major retail, grocery and consumer packaged goods supply chains. The round was led by Qatar Investment Authority and Koch Disruptive Technologies, with participation from Millennium Management, ARK Invest, Intact Private Capital and other investors.

Airway Therapeutics Raises $50 Million To Advance Zelpultide Alfa Phase 2b/3 Trial

By Amit Chowdhry ● Aug 26, 2026

Airway Therapeutics has closed a $50 million equity financing to support late-stage development of zelpultide alfa, its recombinant human surfactant protein D therapy being studied to prevent bronchopulmonary dysplasia in very preterm infants.

Simplicity Acquires Wright Wealth Group To Expand Chicago Estate And Protection Planning Business

By Amit Chowdhry ● Aug 26, 2026

Simplicity Group has acquired Wright Wealth Group, a Geneva, Illinois-based financial practice focused on estate and protection planning. The terms of the transaction were not disclosed.

Vanguard To Acquire Altruist For A Reported $4 Billion

By Amit Chowdhry ● Aug 26, 2026

Vanguard has agreed to acquire Altruist, an AI-forward wealth technology and custody platform serving independent financial advisors, as the investment manager seeks to expand the reach of financial advice through technology and deeper relationships with the registered investment advisor market. The terms were undisclosed, but WSJ sources said the deal was about $4 billion.

NewBold Technologies Acquires Spencer Technologies As Combined Platform Supports 1,500+ Store Openings Annually

By Amit Chowdhry ● Aug 26, 2026

NewBold Technologies has completed its acquisition of Spencer Technologies, creating a larger North American technology managed services platform serving retail, restaurant, convenience store and warehousing customers. NewBold is a portfolio company of Fort Point Capital.

Hike Medical Raises $22.5 Million As AI And 3D Printing Platform Targets $100 Billion Medical Device Market

By Amit Chowdhry ● Aug 26, 2026

Hike Medical has raised $22.5 million across seed and Series A financing to expand its technology platform for orthotics, prosthetics and durable medical equipment. The financing was led by Saga Ventures, with participation from Indicator Ventures, Fifth Down Capital, RiverPark Ventures, Orthofeet and other investors. Individual investors included Sam Blond and former New England Patriots head coach Jerod Mayo.

Matterhorn Venture Partners Joins $628 Million Industrial Portfolio Deal As Chicago Assets Reach 986,000 Square Feet

By Amit Chowdhry ● Aug 26, 2026

Matterhorn Venture Partners has partnered with TPG AG U.S. Real Estate to acquire 16 industrial properties across the Chicago metropolitan area totaling approximately 986,000 square feet.

Heron Intelligence And Paragon Intel Merge, Creating Management Intelligence Platform With 80,000+ Interviews

By Amit Chowdhry ● Aug 26, 2026

Heron Intelligence has completed its merger with Paragon Intel, combining two management diligence and investment research platforms into a business serving more than 250 investment firms. The combined company will operate under the Heron Intelligence name.

Archives

Avos: Interview With Founder And CEO Stef Roussos About Agentic AI News And Research Briefings

JOYY: Non-Livestreaming Revenue Reaches Nearly One-Third Of Sales As BIGO Ads Jumps 53%

HEICO: Electronic Technologies Operating Income Jumps 55% As Margin Expands 320 Basis Points

Semtech: Operating Margin Swings 2,260 Basis Points As Revenue Jumps 33%

Zoom: GAAP Net Income Jumps To $1.54 Billion, But $1.61 Billion Of Strategic Investment Gains Exceed Profit

DICK’S Sporting Goods: Business Generates $485.2 Million Profit While Foot Locker Saw $31.9 Million Segment Loss

KANZHUN: Net Income Jumps 173%, But Investment Income Accounts For Most Of Quarterly Profit

Meta Agrees To Up To $16.68 Billion Settlement With 29 States Over Teen Social Media Harm Claims

Vipshop: Net Income Jumps 189%, But $853 Million REIT Gain Exceeds Reported Profit As Adjusted Earnings Collapse

Box: Free Cash Flow Jumps 67% As Revenue Rises 9% And RPO Reaches $1.7 Billion

nCino: GAAP Operating Margin Swings 1,500 Basis Points As Free Cash Flow Jumps 170%

Qfin: Net Income Falls 77% As Loan Volume Drops 25% Amid Industry Liquidity Shock

Noah: Operating Income Jumps 34% Despite 1.5% Revenue Decline As Costs Fall

Strattec Ends Fiscal 2026 With $108 Million Cash And No Debt As Gross Margin Expands 150 Basis Points

SCHMID: Revenue Jumps 172% And Backlog Reaches €95 Million, But EBITDA Margin Guidance Is Cut

Anavex Swings To $7.8 Million Profit As $17.4 Million Stock Compensation Reversals Drive Expense Recoveries

Intuit: Big Bets Grow 34% To 30% Of Revenue As Full-Year Sales Top $21 Billion

Lattice Acquires Pando As Barbra Gago Joins As Chief Marketing And Strategy Officer

Gatik Raises $200 Million Series D As Contracted Revenue Tops $600 Million And Driverless Orders Reach 85,000

Airway Therapeutics Raises $50 Million To Advance Zelpultide Alfa Phase 2b/3 Trial

Simplicity Acquires Wright Wealth Group To Expand Chicago Estate And Protection Planning Business

Vanguard To Acquire Altruist For A Reported $4 Billion

NewBold Technologies Acquires Spencer Technologies As Combined Platform Supports 1,500+ Store Openings Annually

Hike Medical Raises $22.5 Million As AI And 3D Printing Platform Targets $100 Billion Medical Device Market

Matterhorn Venture Partners Joins $628 Million Industrial Portfolio Deal As Chicago Assets Reach 986,000 Square Feet

Heron Intelligence And Paragon Intel Merge, Creating Management Intelligence Platform With 80,000+ Interviews

MassMutual Ventures Launches $150 Million Climate Technology Fund II, Bringing Climate Commitment To $300 Million

Nuveen CPACE Lending Fund IV Tops $1 Billion First Close As Series Commitments Reach $3 Billion

Nebius Raises $5.75 Billion Through Convertible Notes To Fund AI Data Centers And GPU Expansion

Crestline Raises $625 Million European Capital Solutions Fund II As 35% Of Capital Is Already Committed