Earnings
Lina Cho
Journalist
CSCO IBM software
Software and networking cash conversion. Backlog over adjectives.
CloudC4 Exclusive 3
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$IBM: $240M AI Deal Validates Watsonx, Tape Drag Reflects Sector Rotation stock · IBM · Aug 12, 2:34 PM ETNew infrastructure contract confirms enterprise demand for watsonx, but shares slide 1.5% as capital rotates into pure-play AI hardware.
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$DLO: On FX Headwinds; Revenue Growth Slows earnings_pre · 2026-08-13-DLO · Aug 13, 6:12 PM ETDLocal reports Q2 EPS of $0.18 vs $0.20 est; revenue rises 12% YoY but guidance remains cautious amid currency volatility.
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$POLA: Q2 Setup — $25M Equity Facility Fuels Pacific Islands Expansion earnings_pre · 2026-08-13-POLA · Aug 13, 3:57 PM ETPolar Power reports Q2 Jun/2026 results; focus on revenue acceleration from Solomon Islands broadband deals and capital deployment from new equity facility.