#q2-revenue-growth

#q2-revenue-growth

PepsiCo shares are up 10.41% year-to-date through April 10, 2026, recovering from a 52-week low of $122.83. Over the trailing 12 months, the stock has gained 13.32%.

BetMGM's first-quarter net revenue reached $696 million, up 6% from the same period a year ago, while adjusted EBITDA rose 11% to $25 million, indicating continued profitability despite a slowdown in growth.

Net investment income per share has not covered the quarterly distribution for at least four consecutive quarters. Q1 2026 NII came in at $0.27 per share against a declared distribution of $0.3075.

IREN Ltd (NASDAQ:IREN) reports Fiscal Q2 2026 earnings after market close today at 4:00 PM ET. The stock has been on a wild ride, up 273% over the past year but down 31% in the past week heading into the print. The company's transformation from pure Bitcoin miner to AI cloud infrastructure provider is the story investors are watching. IREN landed a $9.7 billion Microsoft contract for GPU deployments, targeting $1.9 billion in annual recurring revenue from that relationship alone.

Subscription & Support, which generates 95.5 percent of the company's total revenue with $10.7 billion, saw 13 percent growth on an annual basis. Each segment within this division is now called Agentforce, a clear move to place AI even more centrally in external communications. However, expectations for the coming year ($45.8 to $46.2 billion) are on the low side compared to the $46.06 billion predicted by analysts.

That revenue figure represents roughly 5% year-over-year growth. For context, Q1 delivered $1.00 in EPS, so Wall Street is modeling modest sequential improvement. Full-year guidance matters more. Management previously set FY2026 revenue at $59-60 billion and EPS at $4.00-4.06. Any adjustment to those ranges will reset sentiment fast. The company has beaten estimates in eight consecutive quarters, averaging a 3.3% surprise. The streak has built credibility, but it also raises the bar.

Earnings-call word usage shows increased emphasis on growth in Q3 versus Q2, decreased mentions of tariffs and uncertainty, and slope of highlighted words represents change in usage between quarters.

The Turnaround Thesis: What Analysts See The bull case rests on Q3 2025's surprise beat. Unity Software ( NYSE:U) posted $0.20 earnings per share against expectations of a $0.23 loss, a 187% beat marking the first profitable quarter in recent memory. Revenue hit $471 million with 5.4% growth, while adjusted EBITDA margins expanded 200 basis points to 23%. CEO Matthew Bromberg called it an inflection point:

Meta Platforms is gearing up to report its fourth-quarter results and all eyes are on its ambitious AI plans, specifically its outlook for more capex spending in the coming year.