Starz Entertainment (NasdaqGS:STRZ) Q4 2026 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsAlison Hoffman - President of STARZ NetworksDoug Wardlaw - Media and Entertainment Equity Research AssociateJeffrey Hirsch - President and CEONilay Shah - Investor Relations ContactScott Macdonald - CFOConference Call ParticipantsBrent Penter - Equity Research AnalystDavid Joyce - Senior Equity AnalystMatthew Harrigan - Equity Research AnalystThomas Yeh - Executive Director and Equity Research Analyst ...

CoreWeave (NasdaqGS:CRWV) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsAmit Daryanani - Senior Managing Director, Equity ResearchBen Reitzes - Partner, Head of Technology ResearchGabriela Borges - Managing Director, Software Equity ResearchMark Murphy - Managing Director, Software ResearchMike Intrator - CEO and PresidentNitin Agrawal - CFONone - Company RepresentativeConference Call ParticipantsBrad Zelnick - Managing Director, Senior US Software Research AnalystBrent Thill - Sen ...

MARA (NasdaqCM:MARA) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsFred Thiel - Chairman and CEOGreg Lewis - Managing DirectorKevin Dede - Managing DirectorReggie Smith - Executive DirectorRobert Samuels - VP of Investor RelationsSalman Khan - CFOConference Call ParticipantsChris Brendler - Senior Research AnalystPaul Golding - Senior U.S. Payments and Digital Commerce AnalystOperatorGreetings, welcome to the MARA Q4 2025 earnings call. At this time, all participants are in a liste ...

Compass (NYSE:COMP) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsAlec Brondolo - Senior Equity Research AssociateDae Lee - VP of Equity ResearchElizabeth Langan - Assistant VP of Equity ResearchJason Helfstein - Managing Director and Head of Internet ResearchMichael Ng - Managing Director of Global Investment ResearchRobert Reffkin - Founder and CEORyan McKeveny - Managing Director of Equity ResearchScott Wahlers - CFOSoham Bhonsle - Head of Investor RelationsConference Call Parti ...

Data I/O (NasdaqCM:DAIO) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsBill Wentworth - President and CEOCasey Ryan - Director of ResearchCharlie DiBona - VP and CFOJordan Darrow - Founder and PrincipalMichael Legg - Managing Director of Equity ResearchConference Call ParticipantsDavid Marsh - Equity Research AnalystDavid Williams - Senior Equity Research AnalystGeorge Marema - Research AnalystNone - AnalystOperatorGood afternoon, everyone, and welcome to Data I/O's Fourth Quarter ...

Arlo Technologies (NYSE:ARLO) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsHamed Khorsand - Principal and Director of ResearchKurt Binder - COO and CFOMatthew McRae - CEOTahmin Clarke - Head of Investor RelationsConference Call ParticipantsJacob Stephan - Senior Research AnalystLogan Katzmar - AnalystScott Searle - Managing Director and Senior Research AnalystNone - AnalystOperatorLadies and gentlemen, thank you for standing by. At this time, all participants are in a listen-only ...

Autodesk (NasdaqGS:ADSK) Q4 2026 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsAlexei Gogolev - Executive DirectorAndrew Anagnost - President and CEOBhavin Shah - Director and Software Equity ResearchJanesh Moorjani - EVP and CFOJason Celino - Managing DirectorJay Vleeschhouwer - Managing DirectorJoshua Tilton - Senior VPMichael Turrin - Managing DirectorSaket Kalia - Managing DirectorSimon Mays-Smith - VP of Investor RelationsConference Call ParticipantsAdam Bewick - Equity AnalystJoe Vru ...

Arlo Technologies (NYSE:ARLO) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsHamed Khorsand - Principal and Director of ResearchKurt Binder - COO and CFOMatthew McRae - CEOThamin Clark - Director of Investor RelationsConference Call ParticipantsJacob Stephan - Senior Research AnalystScott Searle - Managing Director and Senior Research AnalystNone - AnalystNone - AnalystOperatorLadies and gentlemen, thank you for standing by. At this time, all participants are in a listen-only mode. ...

Elastic (NYSE:ESTC) Q3 2026 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsAsh Kulkarni - CEOEric Prengel - Global VP of FinanceMatt Calitri - VP of Equity ResearchNavam Welihinda - CFOConference Call ParticipantsBrent Thill - Managing Director and Senior Equity Research AnalystBrian Essex - Executive Director and U.S. Software Equity Research AnalystGeorge McGreehan - Equity Research AnalystHoward Ma - Director and Equity Research AnalystMatt Hedberg - Managing Director and Software Resear ...

值得注意的是，戴尔科技的AI业务正处于加速放量阶段。从季度AI服务器出货额来看，当季95亿美元 的发货规模意味着AI产品交付节奏正在提速，而430亿美元的订单积压则为后续业绩增长提供了充足的 能见度。在全球科技巨头持续加码AI基础设施投资的背景下，英伟达同期公布的2026财年第四财季营 收达681亿美元、同比增长73%，同样印证了AI算力需求的强劲态势。作为AI服务器领域的重要供应 商，戴尔科技正成为这一轮算力扩张浪潮的核心受益者之一。 2月27日，戴尔科技公布截至2026年1月30日的2026财年第四季度及全年业绩，多项核心指标创下历史新 高，同时宣布加大股东回报力度——年度现金股息上调20%，并新增100亿美元股票回购授权。 财报显示，戴尔科技第四季度实现净营收333.8亿美元，大幅超出此前317.4亿美元的预期水平。其中， 基础设施解决方案集团贡献营收196亿美元，AI相关业务表现尤为突出：当季AI服务器发货额达95亿美 元，经AI优化的服务器营收为90亿美元，AI订单录得341亿美元，订单积压规模攀升至430亿美元的历 史高位。 从全年维度看，戴尔科技2026财年营收达到1135亿美元，同比增长19% ...