revenue

Intuit outlines $21.341B-$21.374B FY2026 revenue as it cuts workforce 17% (NASDAQ:INTU)

Earnings Call Insights: Intuit (INTU) Q3 fiscal 2026

Management View

  • “We delivered strong overall results this quarter with Q3 revenue growing 10% as we made significant progress executing on our AI-driven expert platform strategy.” (CEO, President & Chairman Sasan Goodarzi)

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Agilysys projects $365M-$370M FY2027 revenue with 24% adjusted EBITDA margin while positioning the Marriott PMS rollout as a multiyear driver (NASDAQ:AGYS)

Earnings Call Insights: Agilysys, Inc. (AGYS) Q4 fiscal 2026

Management View

  • “Fiscal 2026 Q4 was an excellent overall business quarter for Agilysys, including with respect to sales, revenue and profitability, each of which set a new quarter record.” (CEO, President & Director Ramesh Srinivasan)

Seeking Alpha’s Disclaimer: This article was automatically generated by an AI tool based on content available on the Seeking Alpha website, and has not been curated or reviewed by humans. Due to inherent limitations in using AI-based tools, the accuracy, completeness, or timeliness of such articles cannot be guaranteed. This article is intended for informational purposes only. Seeking Alpha does not take account of your objectives or your financial situation and does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.

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U.S. Antimony targets $125M 2026 revenue while planning 1,000 tons per month 99.9% hydromet output in 2028 (NYSE:UAMY)

Earnings Call Insights: United States Antimony Corporation (UAMY) Q1 2026

Management View

  • CEO Gary Evans said, “This is no longer just an antimony company” and pointed investors to a portfolio spanning “antimony, cobalt, gold, tungsten, and zeolite,” alongside ramping processing capacity and government-linked demand.

Seeking Alpha’s Disclaimer: This article was automatically generated by an AI tool based on content available on the Seeking Alpha website, and has not been curated or reviewed by humans. Due to inherent limitations in using AI-based tools, the accuracy, completeness, or timeliness of such articles cannot be guaranteed. This article is intended for informational purposes only. Seeking Alpha does not take account of your objectives or your financial situation and does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.

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Newsom offers early peek at rosy budget projections

Hours before Gov. Gavin Newsom is expected to present his budget plan on Thursday, his office released new projections of a $16.5-billion state revenue windfall over three years and offered a rosy outlook on California’s fiscal position during his final year in office and the year after.

Newsom’s office provided few details about his plan to reduce spending or other adjustments that he would need to propose in combination with the increase in revenue to eliminate projected deficits from 2026-27 through 2027-28.

The unusual early look at his budget proposal comes as Newsom begins to wind down his time at the state Capitol and considers a run for president in 2028.

Two weeks ago, the Legislative Analyst’s Office issued an analysis of state spending that said California could not, in the long term, afford to pay for existing services and the new programs that Newsom and Democratic lawmakers have enacted since he took office in 2019. State spending has outpaced California’s strong revenue growth by about 10%, creating a perennial budget shortfall, defined as a structural deficit.

California’s spending problem threatens to define Newsom’s fiscal legacy and could provide ripe fodder for his critics. If projections of the unexpected tax windfall, which analysts attribute to stock market interest in artificial intelligence companies, bear out, the upswing could mark a lucky break for Newsom.

The governor has largely resisted adopting new across-the-board tax increases or sharply curtailing his expensive policy proposals in order to align state spending with revenue.

His budget proposal includes a call to increase taxes on corporations by limiting state tax credits to no more than $5 million, or 50% of a company’s tax liability, beginning in the tax year 2027. No estimates were offered to explain how much revenue the new cap would bring in to support the state budget.

The preview of his budget has several new spending proposals, including providing $300 million to help low-income Californians keep $0 monthly premiums on healthcare coverage through the Affordable Care Act in response to cuts by the federal government, as well as $100 million to help wildfire victims afford construction loans to rebuild their homes. Two days before Mother’s Day, Newsom also introduced a plan to provide 400 free diapers for every California newborn at select hospitals beginning this summer.

Newsom is expected to present his budget in more detail late Thursday morning in Sacramento.

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Shoulder Innovations forecasts $65M-$68M 2026 net revenue as it raises guidance following Q1 growth (NYSE:SI)

Earnings Call Insights: Shoulder Innovations (SI) Q1 2026

Management View

  • “I’m very pleased to report that 2026 is off to a strong start” and the company “deliver[ed] first quarter net revenue of $16.7 million, an increase of 65% year-over-year and 16% sequentially,” with “first quarter gross margin” at “77.7%,” according to (Executive chairman, CEO & president

Seeking Alpha’s Disclaimer: This article was automatically generated by an AI tool based on content available on the Seeking Alpha website, and has not been curated or reviewed by humans. Due to inherent limitations in using AI-based tools, the accuracy, completeness, or timeliness of such articles cannot be guaranteed. This article is intended for informational purposes only. Seeking Alpha does not take account of your objectives or your financial situation and does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.

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QuickLogic outlines 50% to 100% 2026 revenue growth as RADPro dev kits and Intel 18A contracts ramp (NASDAQ:QUIK)

Earnings Call Insights: QuickLogic (QUIK) Q1 2026

Management View

  • CEO Brian C. Faith positioned Q1 as progress toward a 2026 growth target, saying, “we have made significant progress toward our goal of delivering 50% to 100% year-over-year revenue growth in 2026,” and added, “we continue to expect

Seeking Alpha’s Disclaimer: This article was automatically generated by an AI tool based on content available on the Seeking Alpha website, and has not been curated or reviewed by humans. Due to inherent limitations in using AI-based tools, the accuracy, completeness, or timeliness of such articles cannot be guaranteed. This article is intended for informational purposes only. Seeking Alpha does not take account of your objectives or your financial situation and does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.

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