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Earnings Preview

Thursday, September 10, 2026

2 companies from our universe report on this day.

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Before MarketOCC
After MarketORCL
Before Market Open1 company
Earnings Preview
Networking · Q3
Consensus EPS$0.20Revenue est$25MMkt cap$116M
Consensus: $24M rev / $0.20 EPS.
Price: $13 — YTD +265.2% — 52-wk $4 to $28 — Mkt cap $116M
Multiples: EV/EBITDA 59.1x — P/E 148x — Fwd P/E 44x

Tonight's bar looks clearable: Q2 revenue growth of 26.6%, an 82% backlog surge, and management's explicit expectation for data-center markets to support H2 provide a supportive backdrop. The real story is whether the swing to profitability is durable enough to justify the current 44.6x EV/EBITDA as backlog converts without margin slippage. A good quarter is a revenue and margin beat; a great one could show the backlog still expanding beyond the April surge and capacity plans moving from evaluation to execution.

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After Market Close1 company
Earnings Preview
Operators · Q1
Consensus EPS$1.73Revenue est$19.1BMkt cap$444B
Beat 4 of last 7 quarters. Consensus: $19.13B rev / $1.73 EPS. YoY growth (latest Q): +21% revenue, +24% EPS.
Price: $154 — YTD -24.6% — 52-wk $114 to $346 — Mkt cap $444B
Multiples: EV/EBITDA 19.0x — P/E 25x — Fwd P/E 14x

Given the $553B RPO, 77% FY2026 cloud infrastructure growth, and >400MW quarterly delivery cadence, the bar should be clearable if management keeps that narrative intact. The real question tonight is whether backlog growth is converting into recognized revenue and operating leverage, not just bookings. A good quarter beats estimates; a great one confirms the $67B FY2026 promise, shows the ~10% partner-funding gap closing, and points to capacity accelerating rather than slipping.

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These previews are generated from our company intelligence files, evidence packs, and supply chain data. All claims are sourced from company filings and earnings transcripts. This is not investment advice.