Earnings Calls Pulse Daily Digest

All News Deals Social Blogs Videos Podcasts Digests

EARNINGS CALLS PULSE

Saturday, April 4, 2026

Market Intelligence for Earnings Calls Professionals

🎯 Today's Earnings Calls PulseUpdated 1h ago

Roku posts 16% revenue rise but device margin turns negative, stock slides

Roku reported fourth‑quarter revenue of $1.39B, up 16% year over year, with platform revenue climbing 18% to $1.22B. The company posted a device gross margin of –23.3% and its shares fell sharply as investors flagged a 165‑times price‑to‑earnings multiple.

Also developing:

⭐ Big Story of the Day

Q1 2026 Earnings Conference Call Recaps: Nike (NKE)

Nike reported better‑than‑expected earnings for its Q3 2026 quarter but announced a cut to its forward guidance, sending the stock down more than 15% on April 1. The company is deliberately resetting its business, prioritizing inventory reduction and margin recovery over short‑term growth. Performance‑driven categories such as running surged 20%, while the core sportswear line remains a drag due to excess product. Wholesale sales are rebounding in North America (+11%) but remain weak in Greater China (‑10%) and EMEA, with margins squeezed by heavy discounting and a 300‑basis‑point tariff impact.

Source: Bespoke Investment Group – Think B.I.G. Blog

📈 Earnings Calls Stock Movers

🟢 Top Weekly Gainers

Twilio (TWLO)+8.48%

$130.95 | $17.0B Market Cap

Okta (OKTA)+7.81%

$80.19 | $15.6B Market Cap

Alphabet (GOOGL)+7.00%

$295.77 | $3.1T Market Cap

🔴 Top Weekly Losers

Snowflake (SNOW)-0.63%

$151.85 | $85.7B Market Cap

Adobe (ADBE)2.59%

$242.92 | $148.2B Market Cap

Microsoft (MSFT)3.20%

$373.46 | $3.9T Market Cap

EARNINGS CALLS PULSE

Saturday, April 4, 2026

Market Intelligence for Earnings Calls Professionals

🎯 Today's Earnings Calls PulseUpdated 1h ago

Roku posts 16% revenue rise but device margin turns negative, stock slides

Roku reported fourth‑quarter revenue of $1.39B, up 16% year over year, with platform revenue climbing 18% to $1.22B. The company posted a device gross margin of –23.3% and its shares fell sharply as investors flagged a 165‑times price‑to‑earnings multiple.

Also developing:

⭐ Big Story of the Day

Q1 2026 Earnings Conference Call Recaps: Nike (NKE)

Nike reported better‑than‑expected earnings for its Q3 2026 quarter but announced a cut to its forward guidance, sending the stock down more than 15% on April 1. The company is deliberately resetting its business, prioritizing inventory reduction and margin recovery over short‑term growth. Performance‑driven categories such as running surged 20%, while the core sportswear line remains a drag due to excess product. Wholesale sales are rebounding in North America (+11%) but remain weak in Greater China (‑10%) and EMEA, with margins squeezed by heavy discounting and a 300‑basis‑point tariff impact.

Source: Bespoke Investment Group – Think B.I.G. Blog