Markets & Finance

monday.com reported $364.6 million in Q2 2026 revenue, beating its own guidance range of $354–$356 million, while non-GAAP operating income of $61.1 million exceeded the prior forecast of $46–$48 million. The company raised its full-year non-GAAP operating income outlook from $185–$191 million to $230–$234 million, representing a margin increase from roughly 13 percent to 16 percent. AI-related ARR doubled quarter over quarter and accounted for 17 percent of net new ARR, while enterprise customers above $500,000 in ARR grew 68 percent year over year.

N-able posted Q2 2026 revenue of $138.2 million, up 5.9% year over year, and total ARR of $544.5 million, both within prior guidance ranges. The company then lowered its full-year 2026 ARR target from $581–$586 million to $562–$565 million and reduced revenue and adjusted EBITDA guidance by similar margins. Alongside the revised outlook, N-able disclosed a roughly 6% global workforce reduction expected to generate $11–$13 million in cash compensation savings over the next 12 months.

Bitdeer Technologies Group reported Q2 2026 total revenue of $228.8 million, up from $188.9 million in Q1, yet costs of $237.3 million produced a gross loss of $8.5 million and a net loss of $92.3 million. Electricity costs fell to $44 per MWh from $52 in Q1, hash rate under management rose to 86.1 EH/s, and AI Cloud contributed $14.0 million in recognized revenue against $16.3 million in costs. Separately, a 16-year colocation lease signed with Volta Tydal AS represents approximately $4.7 billion in contracted payment streams, with first capacity targeted for Q4 2026, though none of that figure is reflected in Q2 GAAP results.

InTest finalized second-quarter 2026 revenue at $35.313 million, up 25.5% year over year, with a gross margin of 40.5% — below the 45% guidance due to Alfamation project margin shortfalls and a supply-chain delay that deferred roughly $2 million in revenue. Despite the margin miss, the company raised its full-year 2026 revenue guidance to $135–$140 million, citing backlog of $45.4 million, a 56% sequential increase in semiconductor orders, and growing Defense and Auto/EV demand. Non-semiconductor markets accounted for approximately 74% of Q2 revenue, underscoring the breadth of the company's end-market exposure.

Harrow will report second-quarter 2026 financials after market close on August 10, followed by a management call August 11. Key figures to watch include whether Q2 revenue lands within the projected $71–$81 million range and how VEVYE, IHEEZO, and TRIESENCE performed after Q1's $8 million non-recurring gross-to-net adjustment compressed margins. Full-year guidance of $350–$365 million in revenue and $80–$100 million in adjusted EBITDA will also be subject to confirmation or revision.

ACV Auctions is set to release second-quarter 2026 results after market close on August 10, with investors watching whether transaction volumes, GMV, and service fees land within the company's published Adjusted EBITDA range of $18 million to $20 million. The Q1 baseline showed $204 million in revenue and 213,492 marketplace units, achieved despite a dealer wholesale market expected to decline mid-single digits year-over-year in 2026. Key unknowns heading into the report include actual unit volume, any guidance revision, and a quantified contribution from the VIPER AI tool, which launched with select dealers but has no disclosed revenue or unit-economics figures.

Upwork's Q2 2026 earnings call will measure actual revenue, GSV, active clients, and adjusted EBITDA against guidance ranges the company set in Q1, when it reported $195.5 million in revenue and a 29% adjusted EBITDA margin. The call is also expected to clarify how much of a planned $16M to $23M restructuring charge landed in Q2 and whether the full-year adjusted EBITDA framework of $250M to $260M holds. Three product initiatives — an AI agent beta, the Business Plus SMB tier, and the Lifted enterprise platform — were each at different stages of rollout entering the quarter, and management commentary is expected to distinguish whether AI-related work added to or substituted for existing freelance volume.

Vinci Compass will release second-quarter 2026 financials after market close on August 11, followed by a 5:00 p.m. ET earnings call. The most recent public figures, from Q1 2026, show R$347 billion in assets under management and advisory, fee-related earnings of R$96.3 million up 47% year over year, and R$134.8 million in gross accrued performance fees not yet recognized as revenue. Investors will watch whether Q2 updates those baselines and whether any accrued performance fees cross the recognition threshold under the company's highly-probable-of-not-reversing standard.