Market Flux Event
Major Q2 2026 Earnings Wave Delivers Standout Results from Spotify, Apollo, DuPont and DigitalOcean
A broad wave of second-quarter 2026 earnings calls on August 11 produced several headline results across sectors. Spotify reported revenue of 4.8 billion euros, in line with guidance and up 15% year over year on a constant currency basis, while gross margin of 33.4% exceeded its 33.1% target and operating income of 655 million euros beat the 630 million euro forecast. Premium subscribers reached 300 million, topping guidance, though monthly active users came in at 777 million, one million below the 778 million target.
Apollo Global Management posted Q2 fee related earnings of 785 million dollars, or 1.26 dollars per share, with adjusted net income of 1.314 billion dollars, or 2.11 dollars per share, and fee and spread related earnings combined of 1.662 billion dollars. DuPont beat its own guidance with 4% organic sales growth, 80 basis points of margin expansion, and 21% adjusted earnings per share growth year over year, reporting adjusted EPS of 1.88 dollars against a 1.76 dollar consensus estimate, and raised its full-year 2026 outlook for organic sales, operating EBITDA, and adjusted EPS. DigitalOcean flagged record Q2 results with revenue growth accelerating to approximately 29% year over year, remaining performance obligations expected to exceed 800 million dollars, up more than tenfold year over year.
Wix reported Q2 revenue of 563 million dollars, up 15% from 490 million dollars a year earlier, but swung to a net loss of 76 million dollars from net income of 58 million dollars in the prior-year period, reaffirming low-to-mid-teens full-year revenue growth guidance. Broadridge closed its fiscal year 2026 with recurring revenues up 8%, adjusted EPS of 9.60 dollars rising 12%, and raised its annual dividend 12% to 4.36 dollars, marking its 20th consecutive annual dividend increase, while guiding fiscal 2027 for 6-8% recurring revenue growth and 8-12% adjusted EPS growth.
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Sources
- seekingalpha.comAlcon Inc. (ALC) Q2 2026 Earnings Call Transcript
- Yahoo FinanceIDEXX (IDXX) Q2 2026 Earnings Call Transcript
- NasdaqDuPont (DD) Q2 2026 Earnings Call Transcript
- Seeking AlphaOn Holding AG (ONON) Q2 2026 Earnings Call Transcript
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