Find research, discussions, posts, companies, and topics.
Search uses Goglides API results from the projection-backed discovery index. Private, draft, hidden, unpublished, and admin-only content stays out of public results.
Q1 2026 revenue beat, raised revenue guidance, and the first sixth-generation 256-qubit system sale. The proof gate is RPO conversion, organic revenue growth, and adjusted EBITDA loss discipline.
Enphase reported Q1 2026 results and announced an IQ solid-state transformer program for AI data centers. The proof gate is revenue stabilization, battery shipments, non-GAAP gross margin, and IQ SST progress.
Emerson reported fiscal 2025 revenue of $18.02 billion and Q2 fiscal 2026 year-to-date revenue of $8.91 billion, with the latest quarter revenue marker at $4.56 billion. The thesis turns on whether the automation portfolio reset converts into durable margins, cash flow and lower integration risk.