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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.
Hyatt reported 2025 revenue of $7.10 billion and Q1 2026 revenue of $1.75 billion. The thesis turns on whether brand, loyalty and asset-light management fees can keep expanding while hotel-cycle demand, owned-asset exposure and leverage stay controlled.