Market Pulse
Structured intelligence on corporate strategy, market moves, and industry signals.
Each entry is a briefing, not a headline: event summary, strategic context, and what to watch next.
A Company Pulse is our reading of what a company says in its own press release, with the questions we would want answered. It is not verified reporting and it is not an endorsement. Pulses are made from press releases we collect from several sources, including Wire. Nobody can pay for a Pulse.
SGT-003 dosed in 53 participants in Phase 1/2 INSPIRE DUCHENNE trial as of August 4, 2026.
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Steve Pantelick, PubMatic's CFO since 2011, will retire in July 2027 after a transition period.
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Contract revenue up 33.2% YoY to $231.0 million in Q2 2026.
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Core earnings up 12% year-over-year to $1.9 billion, with core EPS increasing 16% to $1.09.
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iRhythm to acquire VitalConnect for $287.5M, consisting of $237.5M in cash and $50M in iRhythm common stock.
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Total revenue increased by 3.8% year-over-year to $192.7 million, driven by new restaurant openings.
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SUI Group loaned an additional 4 million SUI to Bluefin, increasing total loans to 6 million SUI and revenue share to 11%.
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NETGEAR's Q2 2026 revenue fell 1.2% year-over-year to $168.6 million, with Enterprise segment growing 7.7% while Consumer declined 9.4%.
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PAR Technology reported $133.4 million in revenue for Q2 2026, an 18.7% year-over-year increase.
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SentinelOne will release fiscal second quarter 2027 financial results on August 27, 2026.
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MARA Holdings released preliminary, unaudited Q2 2026 financial results in a shareholder letter on August 6, 2026.
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Vaxart reported topline safety data from a 400-person sentinel cohort in its Phase 2b COVID-19 trial, showing no vaccine-related serious adverse events.
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Q2 2026 revenue rose 20.1% YoY to $224.2M, with gross margin expanding 160 bps to 72.8%.
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Arteris reported Q2 2026 revenue of $24.1M, up 46% YoY, with ACV plus royalties hitting $99.5M (+44% YoY).
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Silvaco reported Q2 2026 revenue of $17.8M, up 48% YoY, with non-GAAP operating income of $0.6M.
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Q2 2026 system-wide comparable restaurant sales grew by 3.9%, with total revenue reaching $129.6 million.
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Initiated Phase 3 OCEAN-1 trial for IPF-related chronic cough in Q2 2026, with topline data expected in H1 2028.
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Oculis reports $282.3 million in cash reserves as of June 30, 2026, providing runway into 2H 2029.
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NewtekOne reported Q2 2026 EPS of $0.48 (basic) and $0.47 (diluted), down from $0.53 and $0.52 in Q2 2025.
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CarGurus reported Q2 2026 revenue of $251.0 million, up 13% YoY.
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