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IREN $IREN JUST REPORTED Q1 FY27 EARNINGS Revenue: $228M vs. $228.3M expected 🟡; +66% QoQ AI Cloud Revenue: $200M, +182% QoQ Bitcoin Mining Revenue: $28M vs. $67M last quarter Adj EBITDA: $66M vs. $19M last quarter Net Loss: $263M vs. $684M last quarter AI Cloud Segment Gross Margin: 86%, excluding depreciation and site-level costs Revenue Backlog: $20.3B, +22% QoQ Business Updates: Over $4B in annualized revenue run rate fully contracted and funded Expanded contract with a leading frontier AI lab New five-year contract includes customer prepayments covering 90% of associated GPU spending H100 GPUs contracted at double previous pricing Outlook: $4B+ operational revenue run-rate target delayed from year-end to January 2027, potentially February 🔴 $15B in remaining planned FY27 capital spending; $9B covered by cash, committed financing and prepayments, with $6B in additional funding targeted


INNODATA $INOD JUST REPORTED Q3 EARNINGS Revenue: $95.6M, beating expectations of $83.3M 🟢; +53% YoY Diluted EPS: $0.29, beating expectations of ~$0.17 🟢 Adj EBITDA: $17.7M, beating expectations by approximately 15% 🟢 Adj EBITDA Margin: 18.5% Adj Gross Margin: 40% Net Income: $10.3M, +24% YoY Cash: $164M FY26 Guidance: Revenue growth raised to approximately 42% or more, from 40% or more 🟢 Business Highlights: Signed an additional ~$18M customer program in Q4 Five new hyperscaler programs expected to drive over $20M in revenue from that customer in 2027 Added five new customers in Q3 Robotics pilot could generate ~$7M in 2027 if successful Verbal federal contract win worth $5M annually for five years; signing expected by year-end


ALPHA & OMEGA $AOSL JUST REPORTED Q1 FY27 EARNINGS Revenue: $177.8M, beating expectations of $176.2M 🟢 Adj EPS: -$0.07, beating expectations of -$0.14 🟢 Adj Gross Margin: 25.2%, up from 23.7% last quarter Adj Operating Loss: $1.0M vs. $4.8M last quarter Operating Cash Flow: $5.6M Cash: $175.2M AI & Server: Revenue: +250% YoY and over +65% QoQ Now over 20% of total company revenue Traditional PCs and consumer electronics remained weak Q2 Guidance: Revenue: $170M–$190M, above expectations of $171.8M at midpoint 🟢 Adj Gross Margin: 25.7% ±1% Adj Operating Expenses: $45M–$47M

Anyone down more than 5% today?

COHERENT $COHR JUST REPORTED Q1 FY27 EARNINGS • Revenue: $2.37B vs. $2.31B expected 🟢 • Adj. EPS: $2.09 vs. ~$1.99 expected 🟢 • Revenue +50% YoY • Adj. EPS +80% YoY • Adj. gross margin: 40.6% Q2 Guidance: • Revenue: $2.55B–$2.75B • Adj. EPS: $2.28–$2.48 • Adj. gross margin: 40%–42% Looking ahead: • FY27 pro forma revenue growth expected to EXCEED 60% • First $3B revenue quarter expected by FY27-end • First $4B revenue quarter expected in FY28

MODINE $MOD Q2 FY27 EARNINGS HIGHLIGHTS 🔹 Revenue: $994.4M (Est. $978.3M) 🟢; +35% YoY 🔹 Adj. EPS: $1.35 (Est. $1.45) 🔴; +27% YoY 🔹 Adj. EBITDA: $136.2M; +31% YoY 🔹 GAAP EPS: $0.56; −33% YoY Business Breakdown: 🔹 Data Centers: $439.7M; +95% YoY 🔹 Commercial HVAC: $285.5M; +23% YoY 🔹 Performance Technologies: $287.7M; approximately flat YoY 🔹 Data Center Adj. EBITDA: $67.6M; +66% YoY FY27 Continuing-Business Outlook: 🔹 Revenue: $3.1B–$3.2B; +50%–55% YoY 🔹 Adj. EBITDA: $470M–$500M; growth above 50% 🔹 Guidance excludes Performance Technologies following its October 1 spin-off Management: 🔸 Reports record data center orders and backlog. 🔸 Signed long-term supplier agreements to secure critical components. 🔸 GAAP earnings included $29.5M in tax expense related to the spin-off.
Frequently Asked Questions
Michael Wrubel is a Gaming & NFTs crypto influencer active on YouTube, Twitter, and Instagram, discoverable on Crypto Dapp. He is a seasoned investor and content creator, specializing in high-potential gaming tokens and NFT gems like GCOIN, providing critical insights into decentralized finance.
Michael Wrubel covers specific crypto topics including high-potential gaming tokens and NFT gems. His content features in-depth project reviews such as Playnance and GCOIN, alongside analysis of broader market trends and urgent updates on the crypto market.
You can follow Michael Wrubel on Twitter, YouTube, and Instagram. He regularly shares his investment analysis and project spotlights across these platforms.
Michael Wrubel creates a variety of content including reviews, alpha calls, investment analysis, project spotlights, and tutorials. His video titles indicate he produces in-depth explorations like "Playnance: Why I Am Bullish On GCOIN" and urgent market updates such as "The Crypto Market Flipped (URGENT)".
Michael Wrubel is worth following for crypto insights, particularly in the Gaming & NFTs niche. His expertise in identifying high-potential gaming tokens and NFT gems, along with his presence on platforms like YouTube and Twitter, makes him a valuable resource for in-depth project reviews and investment analysis, with his profile verified on Crypto Dapp.
To collaborate with Michael Wrubel, you can typically contact him through his profile on Crypto Dapp. He offers content types such as Reviews, Alpha Calls, Investment Analysis, Project Spotlights, and Tutorials, but specific promotional costs and collaboration requirements may vary and can be found on his Crypto Dapp profile.
Michael Wrubel stands out through his specialized focus on high-potential gaming tokens and NFT gems like GCOIN. His content, including detailed reviews of projects like Playnance and urgent market updates, caters to audiences in the US, Canada, and Great Britain across YouTube, Twitter, and Instagram, providing unique investment analysis.
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