Immersion Corporation: A Two-Segment Operating Company With a Hidden Cash Engine
In the quarter ended July 31, 2026, Immersion reported $294.4 million in revenue but a $20.0 million operating loss, yet...
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11 results for “Apple”
Cass Information Systems: A Profitable, Conservatively Run Bank Holding Company Priced Near Fair Value
Cass posted Q2 2026 revenue of $27.4 million and net income of $10.6 million, with diluted EPS from continuing operation...
Digital Turbine: Revenue Acceleration, Persistent Loss, and a Balance Sheet on the Wrong Side of Debt
Digital Turbine's Q1 FY2027 revenue rose 26.8% year-over-year to $165.98M, swinging operating income to a $23.06M profit...
Duolingo: Compounding Subscription Engine Meets a Discounted Price
Duolingo's Q2 2026 produced $298.5 million in revenue, up 18% year over year, with gross margin expanding to 72.6% and t...
Grindr Inc.: High Revenue Growth, Negative Equity, and a Stock Price That Tests Conviction
Grindr grew Q2 2026 revenue 33% year over year to $138.1 million while expanding operating income and generating positiv...
The New York Times Company: Subscription Engine, Cash Conversion, and a Price That Already Prices It In
In Q2 2026, The New York Times Company reported revenue of $762.5 million (up 11.2% year over year) and operating profit...
Peloton at a Turning Point: Profit Emerges, but the Cash-Flow Question Lingers
Peloton's fiscal 2026 10-K shows quarterly revenue of $607.7M, net income of $61.6M, and operating cash flow of $91.1M, ...
AppLovin Corporation: Advertising Engine at a Price That Already Demands More
AppLovin posted Q2 2026 revenue of $1,924 million (+53% year-over-year) and operating income of $1,494 million, an opera...
Kelly Services: A Specialty Staffing Business Looking Past a Difficult Quarter
Kelly Services posted Q2 2026 revenue of $1,038.2M, down 5.8% year over year, with $11.4M of net income on $16.1M of ope...
Chime Financial: Profitable Quarter, But the Market Price Already Asks for Much More
Chime posted Q2 2026 revenue of $669.8 million, a 26.8% year-over-year gain, with GAAP net income of $27.9 million and a...
Yelp Inc.: A Steady Cash Engine at a Discounted Price
In the second quarter of 2026, Yelp reported $375.5 million of net revenue (up about 1.4% year over year) and $75.8 mill...