Axon Falls as Q3 Miss and Dedrone Delays Overshadow $1.2 Billion Skydio Investment
Axon posted $909 million in Q3 revenue, up 28%, but lowered full-year growth to ~30% after $130 million in Federal Dedrone deployments were delayed.
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#Earnings Movers↓
Cloudflare Surges on Best Quarter Ever as Growth Accelerates to 39%
Cloudflare posted $782.5M in Q3 revenue, up 39% year-over-year, crossing $3B in annualized revenue while raising its full-year forecast to $2.963–$2.964B.
Five9’s Q3 Beat Overshadowed by $325 Million Level AI Deal and Weaker Guidance
Contact-center firm Five9 delivered a Q3 beat and unveiled a $325M all-cash purchase of Level AI. Guidance and deal costs pressured the shares.
DraftKings Cuts 2026 Outlook, Shares Drop Sharply Amid Predictions Push
DraftKings stock plunged after Q3 results showed higher Predictions investment, leading to a sharp cut in 2026 Adjusted EBITDA guidance.
Lyft Stock Drops After Legal Settlement Charge Weighs on Quarterly Results
A $117.9M reserve charge cut Lyft’s Q3 revenue and EPS. Adjusted EBITDA grew strongly, but the stock still declined after hours.
IREN Shares Rebound as AI Cloud Revenue Nearly Triples and $4 Billion ARR Confirmed Fully Funded
IREN confirmed Horizon 1 is live for Microsoft as AI Cloud revenue reached $200M and the $4B ARR target was described as fully funded.