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Credo Technology Group Holding Ltd (CRDO) (Q1 2027) Earnings Call Highlights: Record Revenue ... - Yahoo Finance

Business September 3, 2026

Negative Points Customer concentration remains high, with the top four customers each accounting for at least 10% of revenue, and the largest customer representing 33% of revenue. … [+7890 chars]

Rocket Lab Corp (RKLB) (Q2 2026) Earnings Call Highlights: Record Revenue, Iridium Acquisition, ... - Yahoo Finance

Business August 12, 2026

Q & A Highlights Q: How quickly can Rocket Lab scale Neutron to 10 launches, and is there potential to increase ASPs for Neutron, Electron, and Haste given the constrained launch market? A: CEO �...

Microsoft Corp (MSFT) (Q4 2026) Earnings Call Highlights: Record Revenue Surpasses $331 ... - Yahoo Finance

Business July 31, 2026

Negative Points Customer demand for Azure continues to exceed available capacity, leading to supply constraints that could limit near-term growth. Xbox content and services revenue… [+6692 chars]

Broadcom Inc (AVGO) Q4 2025 Earnings Call Highlights: Record Revenue and AI Growth Propel ... - Yahoo Finance

Business December 13, 2025

Q: Hock, you mentioned a $73 billion backlog for AI over the next 18 months. Can you clarify if this means $50 billion-plus for fiscal '26? Also, how do you see your XPU content evolving at your larg�...

GuruFocus News

Articles by GuruFocus News

Credo Technology Group Holding Ltd (CRDO) (Q1 2027) Earnings Call Highlights: Record Revenue ... - Yahoo Finance

Rocket Lab Corp (RKLB) (Q2 2026) Earnings Call Highlights: Record Revenue, Iridium Acquisition, ... - Yahoo Finance

Microsoft Corp (MSFT) (Q4 2026) Earnings Call Highlights: Record Revenue Surpasses $331 ... - Yahoo Finance

Broadcom Inc (AVGO) Q4 2025 Earnings Call Highlights: Record Revenue and AI Growth Propel ... - Yahoo Finance

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